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 |
|---|---|---|---|---|---|
| CWM, LLC | 44 | $0 | 0.00% | +41+1,366.7% | Added |
| SRS Capital Advisors, Inc. | 1 | $6 | 0.00% | +1 | New |
| DuPont Capital Management Corp | 4 | $21 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11 | $57 | 0.00% | +11 | New |
| Nisa Investment Advisors, LLC | 14 | $73 | 0.00% | +14 | New |
| Amalgamated Bank | 709 | $4.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 837 | $4.36K | 0.00% | +119+16.6% | Added |
| New York State Common Retirement Fund | 1,101 | $5.74K | 0.00% | −17−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,737 | $9.05K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,443 | $12.7K | 0.00% | −26,086−91.4% | Reduced |
| Legal & General Group Plc | 2,900 | $15.1K | 0.00% | −22,499−88.6% | Reduced |
| Deutsche Bank AG | 4,141 | $21.6K | 0.00% | −3,554−46.2% | Reduced |
| Royal Bank of Canada | 4,078 | $22.0K | 0.00% | +3,370+476.0% | Added |
| Tower Research Capital LLC (TRC) | 5,026 | $26.2K | 0.00% | +2,889+135.2% | Added |
| Citigroup Inc | 7,573 | $39.5K | 0.00% | +3,694+95.2% | Added |
| MetLife Investment Management | 9,168 | $47.8K | 0.00% | −2,825−23.6% | Reduced |
| UBS Group AG | 10,386 | $54.1K | 0.00% | −18,306−63.8% | Reduced |
| Price T Rowe Associates Inc | 10,867 | $57.0K | 0.00% | +10,867 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 11,389 | $59.3K | 0.00% | +11,389 | New |
| Barclays PLC | 12,188 | $63.5K | 0.00% | −10,386−46.0% | Reduced |
| Voya Investment Management LLC | 12,459 | $64.9K | 0.00% | +12,459 | New |
| Bank of Montreal | 12,200 | $65.4K | 0.00% | +12,200 | New |
| Virtu Financial LLC | 13,320 | $69.0K | 0.00% | +13,320 | New |
| Manufacturers Life Insurance Company, The | 14,626 | $76.2K | 0.00% | +14,626 | New |
| Wells Fargo & Company | 14,816 | $77.2K | 0.00% | +7,756+109.9% | Added |
| Corebridge Financial, Inc. | 18,141 | $94.5K | 0.00% | +18,141 | New |
| Alliancebernstein L.P. | 20,780 | $108.3K | 0.00% | +20,780 | New |
| Bank of America Corp | 20,910 | $108.9K | 0.00% | +12,710+155.0% | Added |
| JPMorgan Chase & Co | 23,167 | $120.7K | 0.00% | −15,774−40.5% | Reduced |
| LPL Financial LLC | 24,500 | $127.6K | 0.00% | +24,500 | 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 |
| Millennium Management LLC | 29,432 | $153.3K | 0.00% | +29,432 | New |
| Rhumbline Advisers | 37,443 | $195.1K | 0.00% | +19,547+109.2% | Added |
| Morgan Stanley | 38,674 | $201.5K | 0.00% | +1,821+4.9% | Added |
| Simon Quick Advisors, LLC | 41,059 | $213.9K | 0.02% | +41,059 | New |
| Nuveen Asset Management, LLC | 52,080 | $271.3K | 0.00% | +23,866+84.6% | Added |
| Goldman Sachs Group Inc | 62,888 | $327.6K | 0.00% | +27,617+78.3% | Added |
| Jane Street Group, LLC | 71,204 | $371.0K | 0.00% | +54,965+338.5% | Added |
| Bank of New York Mellon Corp | 106,440 | $554.6K | 0.00% | +50,379+89.9% | Added |
| Northern Trust Corp | 200,972 | $1.05M | 0.00% | −13,668−6.4% | Reduced |
| Charles Schwab Investment Management Inc | 273,260 | $1.42M | 0.00% | +69,725+34.3% | Added |
| State Street Corp | 511,524 | $2.67M | 0.00% | +100,501+24.5% | Added |
| Geode Capital Management, LLC | 761,329 | $3.97M | 0.00% | +193,893+34.2% | Added |
| AlTi Global, Inc. | 772,186 | $4.02M | 0.11% | +11,216+1.5% | Added |
| Vanguard Group Inc | 1,914,809 | $9.98M | 0.00% | +321,037+20.1% | Added |
| BlackRock Inc. | 2,077,423 | $10.8M | 0.00% | +579,963+38.7% | 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 |