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 |
|---|---|---|---|---|---|
| CWM, LLC | 3 | $0 | 0.00% | +3 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $22 | 0.00% | +4 | New |
| DuPont Capital Management Corp | 4 | $23 | 0.00% | 00.0% | Unchanged |
| 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 |
| FMR LLC | 718 | $4.06K | 0.00% | +286+66.2% | Added |
| New York State Common Retirement Fund | 1,118 | $6.33K | 0.00% | +48+4.5% | Added |
| Metropolitan Life Insurance Co | 1,243 | $7.04K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,737 | $9.83K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,137 | $12.1K | 0.00% | +897+72.3% | Added |
| Granite FO LLC | 5,000 | $20.6K | 0.01% | +5,000 | New |
| Citigroup Inc | 3,879 | $22.0K | 0.00% | +591+18.0% | Added |
| Federated Hermes, Inc. | 4,640 | $26.3K | 0.00% | +3,159+213.3% | Added |
| Wells Fargo & Company | 7,060 | $40.0K | 0.00% | +1,112+18.7% | Added |
| Deutsche Bank AG | 7,695 | $43.6K | 0.00% | −496−6.1% | Reduced |
| Bank of America Corp | 8,200 | $46.4K | 0.00% | −25,431−75.6% | Reduced |
| American International Group, Inc. | 11,577 | $65.5K | 0.00% | +227+2.0% | Added |
| MetLife Investment Management | 11,993 | $67.9K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,239 | $91.9K | 0.00% | −2,869−15.0% | Reduced |
| Rhumbline Advisers | 17,896 | $101.3K | 0.00% | +1,126+6.7% | Added |
| Raymond James & Associates | 18,000 | $101.9K | 0.00% | +18,000 | New |
| Barclays PLC | 22,574 | $127.8K | 0.00% | −14,513−39.1% | Reduced |
| MMCAP International Inc. SPC | 25,000 | $141.5K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 25,399 | $143.8K | 0.00% | +3,175+14.3% | Added |
| Invesco Ltd. | 27,115 | $153.5K | 0.00% | +17,075+170.1% | Added |
| Nuveen Asset Management, LLC | 28,214 | $159.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 28,529 | $161.5K | 0.00% | −427−1.5% | Reduced |
| UBS Group AG | 28,692 | $162.4K | 0.00% | −1,569−5.2% | Reduced |
| Credit Suisse AG | 32,633 | $184.7K | 0.00% | +5,000+18.1% | Added |
| Goldman Sachs Group Inc | 35,271 | $199.6K | 0.00% | −5,464−13.4% | Reduced |
| Morgan Stanley | 36,853 | $208.6K | 0.00% | −6,573−15.1% | Reduced |
| CAPROCK Group, Inc. | 38,928 | $220.3K | 0.01% | +3,950+11.3% | Added |
| JPMorgan Chase & Co | 38,941 | $220.4K | 0.00% | +9,830+33.8% | Added |
| Swiss National Bank | 55,867 | $316.2K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 56,061 | $317.3K | 0.00% | −9,209−14.1% | Reduced |
| Charles Schwab Investment Management Inc | 203,535 | $1.15M | 0.00% | +4,315+2.2% | Added |
| Northern Trust Corp | 214,640 | $1.21M | 0.00% | +11,975+5.9% | Added |
| State Street Corp | 411,023 | $2.33M | 0.00% | +7,820+1.9% | Added |
| Geode Capital Management, LLC | 567,436 | $3.21M | 0.00% | +31,207+5.8% | Added |
| AlTi Global, Inc. | 760,970 | $4.31M | 0.12% | +592,025+350.4% | Added |
| BlackRock Inc. | 1,497,460 | $8.48M | 0.00% | −23,082−1.5% | Reduced |
| Vanguard Group Inc | 1,593,772 | $9.02M | 0.00% | +1,085,308+213.4% | Added |
| 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 |