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, Q2 2024
Institutional positions in AlTi Global, Inc. as of Jun 30, 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
- 47
- +6 vs. Q1 2024
- Shares held
- 7.26M
- +1.44M (+24.8%) vs. Q1 2024
- Total value
- $37.8M
- +$4.91M (+14.9%) vs. Q1 2024
- New holders
- 15
- 19 more added
- Sold out
- 9
- 9 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,077,423 | $10.8M | 0.00% | +579,963+38.7% | Added |
| Vanguard Group Inc | 1,914,809 | $9.98M | 0.00% | +321,037+20.1% | Added |
| AlTi Global, Inc. | 772,186 | $4.02M | 0.11% | +11,216+1.5% | Added |
| Geode Capital Management, LLC | 761,329 | $3.97M | 0.00% | +193,893+34.2% | Added |
| State Street Corp | 511,524 | $2.67M | 0.00% | +100,501+24.5% | Added |
| Charles Schwab Investment Management Inc | 273,260 | $1.42M | 0.00% | +69,725+34.3% | Added |
| Northern Trust Corp | 200,972 | $1.05M | 0.00% | −13,668−6.4% | Reduced |
| Bank of New York Mellon Corp | 106,440 | $554.6K | 0.00% | +50,379+89.9% | Added |
| Jane Street Group, LLC | 71,204 | $371.0K | 0.00% | +54,965+338.5% | Added |
| Goldman Sachs Group Inc | 62,888 | $327.6K | 0.00% | +27,617+78.3% | Added |
| Nuveen Asset Management, LLC | 52,080 | $271.3K | 0.00% | +23,866+84.6% | Added |
| Simon Quick Advisors, LLC | 41,059 | $213.9K | 0.02% | +41,059 | New |
| Morgan Stanley | 38,674 | $201.5K | 0.00% | +1,821+4.9% | Added |
| Rhumbline Advisers | 37,443 | $195.1K | 0.00% | +19,547+109.2% | Added |
| Millennium Management LLC | 29,432 | $153.3K | 0.00% | +29,432 | New |
| MMCAP International Inc. SPC | 25,000 | $130.3K | 0.02% | 00.0% | Unchanged |
| Oasis Management Co Ltd. | 25,000 | $130.3K | 0.04% | +25,000 | New |
| LPL Financial LLC | 24,500 | $127.6K | 0.00% | +24,500 | New |
| JPMorgan Chase & Co | 23,167 | $120.7K | 0.00% | −15,774−40.5% | Reduced |
| Bank of America Corp | 20,910 | $108.9K | 0.00% | +12,710+155.0% | Added |
| Alliancebernstein L.P. | 20,780 | $108.3K | 0.00% | +20,780 | New |
| Corebridge Financial, Inc. | 18,141 | $94.5K | 0.00% | +18,141 | New |
| Wells Fargo & Company | 14,816 | $77.2K | 0.00% | +7,756+109.9% | Added |
| Manufacturers Life Insurance Company, The | 14,626 | $76.2K | 0.00% | +14,626 | New |
| Virtu Financial LLC | 13,320 | $69.0K | 0.00% | +13,320 | New |
| Bank of Montreal | 12,200 | $65.4K | 0.00% | +12,200 | New |
| Voya Investment Management LLC | 12,459 | $64.9K | 0.00% | +12,459 | New |
| Barclays PLC | 12,188 | $63.5K | 0.00% | −10,386−46.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 11,389 | $59.3K | 0.00% | +11,389 | New |
| Price T Rowe Associates Inc | 10,867 | $57.0K | 0.00% | +10,867 | New |
| UBS Group AG | 10,386 | $54.1K | 0.00% | −18,306−63.8% | Reduced |
| MetLife Investment Management | 9,168 | $47.8K | 0.00% | −2,825−23.6% | Reduced |
| Citigroup Inc | 7,573 | $39.5K | 0.00% | +3,694+95.2% | Added |
| Tower Research Capital LLC (TRC) | 5,026 | $26.2K | 0.00% | +2,889+135.2% | Added |
| Royal Bank of Canada | 4,078 | $22.0K | 0.00% | +3,370+476.0% | Added |
| Deutsche Bank AG | 4,141 | $21.6K | 0.00% | −3,554−46.2% | Reduced |
| Legal & General Group Plc | 2,900 | $15.1K | 0.00% | −22,499−88.6% | Reduced |
| California State Teachers Retirement System | 2,443 | $12.7K | 0.00% | −26,086−91.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,737 | $9.05K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,101 | $5.74K | 0.00% | −17−1.5% | Reduced |
| FMR LLC | 837 | $4.36K | 0.00% | +119+16.6% | Added |
| Amalgamated Bank | 709 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 14 | $73 | 0.00% | +14 | New |
| Larson Financial Group LLC | 11 | $57 | 0.00% | +11 | New |
| DuPont Capital Management Corp | 4 | $21 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1 | $6 | 0.00% | +1 | New |
| CWM, LLC | 44 | $0 | 0.00% | +41+1,366.7% | Added |
| Swiss National Bank | 0 | $0 | 0.00% | −55,867−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −38,928−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −27,115−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −11,577−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −4,640−100.0% | Sold out |
| Granite FO LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,243−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |