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, Q3 2024
Institutional positions in AlTi Global, Inc. as of Sep 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
- 53
- +7 vs. Q2 2024
- Shares held
- 28.3M
- +23.1M (+445.5%) vs. Q2 2024
- Total value
- $105.7M
- +$78.7M (+291.5%) vs. Q2 2024
- New holders
- 11
- 21 more added
- Sold out
- 4
- 10 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allianz SE | 19,318,581 | $72.3M | 1.95% | +19,318,581 | New |
| BlackRock, Inc. | 2,550,756 | $9.54M | 0.00% | +2,550,756 | New |
| Vanguard Group Inc | 2,285,080 | $8.55M | 0.00% | +370,271+19.3% | Added |
| Geode Capital Management, LLC | 1,080,189 | $4.04M | 0.00% | +318,860+41.9% | Added |
| AlTi Global, Inc. | 835,402 | $3.12M | 0.08% | +63,216+8.2% | Added |
| State Street Corp | 540,213 | $2.02M | 0.00% | +28,689+5.6% | Added |
| Charles Schwab Investment Management Inc | 432,617 | $1.62M | 0.00% | +159,357+58.3% | Added |
| Northern Trust Corp | 328,096 | $1.23M | 0.00% | +127,124+63.3% | Added |
| Goldman Sachs Group Inc | 94,066 | $351.8K | 0.00% | +31,178+49.6% | Added |
| Morgan Stanley | 88,942 | $332.6K | 0.00% | +50,268+130.0% | Added |
| Bank of New York Mellon Corp | 77,554 | $290.1K | 0.00% | −28,886−27.1% | Reduced |
| ExodusPoint Capital Management, LP | 74,472 | $279.0K | 0.00% | +74,472 | New |
| Nuveen Asset Management, LLC | 52,080 | $194.8K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 44,457 | $166.3K | 0.00% | +32,269+264.8% | Added |
| Rhumbline Advisers | 34,617 | $129.5K | 0.00% | −2,826−7.5% | Reduced |
| Jane Street Group, LLC | 33,112 | $123.8K | 0.00% | −38,092−53.5% | Reduced |
| JPMorgan Chase & Co | 27,092 | $101.3K | 0.00% | +3,925+16.9% | Added |
| Bank of America Corp | 26,958 | $100.8K | 0.00% | +6,048+28.9% | Added |
| Oasis Management Co Ltd. | 25,000 | $93.5K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 24,568 | $91.9K | 0.00% | +16,995+224.4% | Added |
| MMCAP International Inc. SPC | 23,681 | $88.6K | 0.01% | −1,319−5.3% | Reduced |
| CV Advisors LLC | 22,656 | $84.7K | 0.04% | +22,656 | New |
| Alliancebernstein L.P. | 21,860 | $81.8K | 0.00% | +1,080+5.2% | Added |
| MetLife Investment Management | 21,002 | $78.5K | 0.00% | +11,834+129.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 18,477 | $69.1K | 0.00% | +7,088+62.2% | Added |
| Deutsche Bank AG | 18,310 | $68.5K | 0.00% | +14,169+342.2% | Added |
| Corebridge Financial, Inc. | 18,030 | $67.4K | 0.00% | −111−0.6% | Reduced |
| SG Americas Securities, LLC | 16,796 | $63.0K | 0.00% | +16,796 | New |
| UBS Group AG | 16,093 | $60.2K | 0.00% | +5,707+54.9% | Added |
| Simon Quick Advisors, LLC | 16,059 | $60.1K | 0.00% | −25,000−60.9% | Reduced |
| Wells Fargo & Company | 15,481 | $57.9K | 0.00% | +665+4.5% | Added |
| Squarepoint Ops LLC | 15,003 | $56.1K | 0.00% | +15,003 | New |
| Manufacturers Life Insurance Company, The | 14,318 | $53.5K | 0.00% | −308−2.1% | Reduced |
| Voya Investment Management LLC | 12,459 | $46.6K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 12,345 | $46.2K | 0.00% | +12,345 | New |
| Price T Rowe Associates Inc | 10,867 | $41.0K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 5,000 | $18.7K | 0.01% | +5,000 | New |
| Royal Bank of Canada | 3,930 | $15.0K | 0.00% | −148−3.6% | Reduced |
| Legal & General Group Plc | 2,900 | $10.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,682 | $10.0K | 0.00% | −2,344−46.6% | Reduced |
| California State Teachers Retirement System | 2,443 | $9.14K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,737 | $6.50K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,101 | $4.12K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,011 | $3.78K | 0.00% | +1,000+9,090.9% | Added |
| Amalgamated Bank | 709 | $3.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 533 | $1.99K | 0.00% | −304−36.3% | Reduced |
| CWM, LLC | 249 | $1.00K | 0.00% | +205+465.9% | Added |
| Sterling Capital Management LLC | 107 | $400 | 0.00% | +107 | New |
| Russell Investments Group, Ltd. | 92 | $344 | 0.00% | +92 | New |
| Capital Performance Advisors LLP | 60 | $224 | 0.00% | +60 | New |
| Nisa Investment Advisors, LLC | 35 | $131 | 0.00% | +21+150.0% | Added |
| DuPont Capital Management Corp | 4 | $15 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −29,432−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −24,500−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,320−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |