AlTi Global, Inc.
ALTI- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001838615
No open-market purchases or sales by AlTi Global, Inc. insiders were filed in the last 90 days; 76 institutions reported holding it in 13F filings for Q2 2026, worth $126.0M in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in AlTi Global, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 42
- 0 vs. Q4 2023
- Shares held
- 5.85M
- +1.64M (+39.1%) vs. Q4 2023
- Total value
- $33.1M
- −$3.72M (−10.1%) vs. Q4 2023
- New holders
- 4
- 19 more added
- Sold out
- 4
- 12 more reduced
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ALTI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 76 | $126.0M |
| Q1 2026 | 85 | $122.5M |
| Q4 2025 | 77 | $148.7M |
| Q3 2025 | 74 | $115.7M |
| Q2 2025 | 64 | $127.0M |
| Q1 2025 | 57 | $89.7M |
| Q4 2024 | 57 | $131.0M |
| Q3 2024 | 53 | $105.7M |
| Q2 2024 | 47 | $37.8M |
| Q1 2024 | 42 | $33.1M |
| Q4 2023 | 42 | $36.8M |
| Q3 2023 | 42 | $26.1M |
| Q2 2023 | 43 | $27.9M |
| Q1 2023 | 23 | $18.0M |
| Q4 2022 | 44 | $186.4M |
| Q3 2022 | 75 | $329.7M |
| Q2 2022 | 78 | $324.6M |
| Q1 2022 | 78 | $318.6M |
| Q4 2021 | 74 | $312.4M |
| Q3 2021 | 66 | $269.9M |
| Q2 2021 | 53 | $148.9M |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,593,772 | $9.02M | 0.00% | +1,085,308+213.4% | Added |
| BlackRock Inc. | 1,497,460 | $8.48M | 0.00% | −23,082−1.5% | Reduced |
| AlTi Global, Inc. | 760,970 | $4.31M | 0.12% | +592,025+350.4% | Added |
| Geode Capital Management, LLC | 567,436 | $3.21M | 0.00% | +31,207+5.8% | Added |
| State Street Corp | 411,023 | $2.33M | 0.00% | +7,820+1.9% | Added |
| Northern Trust Corp | 214,640 | $1.21M | 0.00% | +11,975+5.9% | Added |
| Charles Schwab Investment Management Inc | 203,535 | $1.15M | 0.00% | +4,315+2.2% | Added |
| Bank of New York Mellon Corp | 56,061 | $317.3K | 0.00% | −9,209−14.1% | Reduced |
| Swiss National Bank | 55,867 | $316.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 38,941 | $220.4K | 0.00% | +9,830+33.8% | Added |
| CAPROCK Group, Inc. | 38,928 | $220.3K | 0.01% | +3,950+11.3% | Added |
| Morgan Stanley | 36,853 | $208.6K | 0.00% | −6,573−15.1% | Reduced |
| Goldman Sachs Group Inc | 35,271 | $199.6K | 0.00% | −5,464−13.4% | Reduced |
| Credit Suisse AG | 32,633 | $184.7K | 0.00% | +5,000+18.1% | Added |
| UBS Group AG | 28,692 | $162.4K | 0.00% | −1,569−5.2% | Reduced |
| California State Teachers Retirement System | 28,529 | $161.5K | 0.00% | −427−1.5% | Reduced |
| Nuveen Asset Management, LLC | 28,214 | $159.7K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 27,115 | $153.5K | 0.00% | +17,075+170.1% | Added |
| Legal & General Group Plc | 25,399 | $143.8K | 0.00% | +3,175+14.3% | Added |
| MMCAP International Inc. SPC | 25,000 | $141.5K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 22,574 | $127.8K | 0.00% | −14,513−39.1% | Reduced |
| Raymond James & Associates | 18,000 | $101.9K | 0.00% | +18,000 | New |
| Rhumbline Advisers | 17,896 | $101.3K | 0.00% | +1,126+6.7% | Added |
| Jane Street Group, LLC | 16,239 | $91.9K | 0.00% | −2,869−15.0% | Reduced |
| MetLife Investment Management | 11,993 | $67.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 11,577 | $65.5K | 0.00% | +227+2.0% | Added |
| Bank of America Corp | 8,200 | $46.4K | 0.00% | −25,431−75.6% | Reduced |
| Deutsche Bank AG | 7,695 | $43.6K | 0.00% | −496−6.1% | Reduced |
| Wells Fargo & Company | 7,060 | $40.0K | 0.00% | +1,112+18.7% | Added |
| Federated Hermes, Inc. | 4,640 | $26.3K | 0.00% | +3,159+213.3% | Added |
| Citigroup Inc | 3,879 | $22.0K | 0.00% | +591+18.0% | Added |
| Granite FO LLC | 5,000 | $20.6K | 0.01% | +5,000 | New |
| Tower Research Capital LLC (TRC) | 2,137 | $12.1K | 0.00% | +897+72.3% | Added |
| Ameritas Investment Partners, Inc. | 1,737 | $9.83K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,243 | $7.04K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,118 | $6.33K | 0.00% | +48+4.5% | Added |
| FMR LLC | 718 | $4.06K | 0.00% | +286+66.2% | Added |
| Royal Bank of Canada | 708 | $4.00K | 0.00% | −6,689−90.4% | Reduced |
| Amalgamated Bank | 709 | $4.00K | 0.00% | −2,269−76.2% | Reduced |
| DuPont Capital Management Corp | 4 | $23 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $22 | 0.00% | +4 | New |
| CWM, LLC | 3 | $0 | 0.00% | +3 | New |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −35,666−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −14,545−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −10,366−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |