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.
Q2 2024 vs. Q1 2024
How the institutions holding AlTi Global, Inc. changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Of which not filed for Q2 2024 | Q2 2024 | Change |
|---|---|---|---|---|
| Holders | 42 | 1 | 47 | +6 |
| Shares | 5.85M | 32.6K | 7.26M | +1.44M (+24.8%) |
| Value | $33.1M | $184.7K | $37.8M | +$4.91M (+14.9%) |
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held AlTi Global, Inc. at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Simon Quick Advisors, LLC | 41,059 | $213.9K | 0.02% |
| Millennium Management LLC | 29,432 | $153.3K | 0.00% |
| Oasis Management Co Ltd. | 25,000 | $130.3K | 0.04% |
| LPL Financial LLC | 24,500 | $127.6K | 0.00% |
| Alliancebernstein L.P. | 20,780 | $108.3K | 0.00% |
| Corebridge Financial, Inc. | 18,141 | $94.5K | 0.00% |
| Manufacturers Life Insurance Company, The | 14,626 | $76.2K | 0.00% |
| Virtu Financial LLC | 13,320 | $69.0K | 0.00% |
| Bank of Montreal | 12,200 | $65.4K | 0.00% |
| Voya Investment Management LLC | 12,459 | $64.9K | 0.00% |
| Mirae Asset Global ETFs Holdings Ltd. | 11,389 | $59.3K | 0.00% |
| Price T Rowe Associates Inc | 10,867 | $57.0K | 0.00% |
| Nisa Investment Advisors, LLC | 14 | $73 | 0.00% |
| Larson Financial Group LLC | 11 | $57 | 0.00% |
| SRS Capital Advisors, Inc. | 1 | $6 | 0.00% |
Sold out (9)
Institutions that held AlTi Global, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Swiss National Bank | 55,867 | $316.2K |
| CAPROCK Group, Inc. | 38,928 | $220.3K |
| Invesco Ltd. | 27,115 | $153.5K |
| Raymond James & Associates | 18,000 | $101.9K |
| American International Group, Inc. | 11,577 | $65.5K |
| Federated Hermes, Inc. | 4,640 | $26.3K |
| Granite FO LLC | 5,000 | $20.6K |
| Metropolitan Life Insurance Co | 1,243 | $7.04K |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $22 |
Not filed for Q2 2024 yet (1)
Institutions that held AlTi Global, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Credit Suisse AG | 32,633 | $184.7K |