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, Q4 2024
Institutional positions in AlTi Global, Inc. as of Dec 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
- 57
- +5 vs. Q3 2024
- Shares held
- 29.7M
- +1.42M (+5.0%) vs. Q3 2024
- Total value
- $131.0M
- +$25.3M (+24.0%) vs. Q3 2024
- New holders
- 13
- 21 more added
- Sold out
- 8
- 9 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allianz SE | 19,318,581 | $85.6M | 2.23% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,658,166 | $11.7M | 0.00% | +107,410+4.2% | Added |
| Vanguard Group Inc | 2,280,544 | $10.1M | 0.00% | −4,536−0.2% | Reduced |
| Geode Capital Management, LLC | 1,095,057 | $4.83M | 0.00% | +14,868+1.4% | Added |
| AlTi Global, Inc. | 817,427 | $3.59M | 0.09% | −17,975−2.2% | Reduced |
| State Street Corp | 673,932 | $2.97M | 0.00% | +133,719+24.8% | Added |
| Bokf, NA | 595,894 | $2.41M | 0.04% | +595,894 | New |
| Charles Schwab Investment Management Inc | 467,415 | $2.06M | 0.00% | +34,798+8.0% | Added |
| UBS Group AG | 424,798 | $1.87M | 0.00% | +408,705+2,539.6% | Added |
| Northern Trust Corp | 336,209 | $1.48M | 0.00% | +8,113+2.5% | Added |
| Goldman Sachs Group Inc | 120,347 | $530.7K | 0.00% | +26,281+27.9% | Added |
| NewEdge Wealth, LLC | 113,700 | $501.4K | 0.01% | +113,700 | New |
| Bank of New York Mellon Corp | 81,965 | $361.5K | 0.00% | +4,411+5.7% | Added |
| JPMorgan Chase & Co | 80,939 | $356.9K | 0.00% | +53,847+198.8% | Added |
| Morgan Stanley | 75,461 | $332.8K | 0.00% | −13,481−15.2% | Reduced |
| Nuveen Asset Management, LLC | 52,080 | $229.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 51,874 | $228.8K | 0.00% | +7,417+16.7% | Added |
| Bank of America Corp | 40,500 | $178.6K | 0.00% | +13,542+50.2% | Added |
| Rhumbline Advisers | 33,288 | $146.8K | 0.00% | −1,329−3.8% | Reduced |
| Brevan Howard Capital Management LP | 26,284 | $118.3K | 0.00% | +26,284 | New |
| Citigroup Inc | 26,589 | $117.3K | 0.00% | +2,021+8.2% | Added |
| Oasis Management Co Ltd. | 25,000 | $110.3K | 0.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 21,860 | $96.4K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 21,002 | $92.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 20,245 | $89.3K | 0.00% | +4,764+30.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 19,313 | $85.2K | 0.00% | +836+4.5% | Added |
| Deutsche Bank AG | 18,310 | $80.7K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 17,148 | $75.6K | 0.00% | −882−4.9% | Reduced |
| Simon Quick Advisors, LLC | 16,059 | $70.8K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 15,830 | $69.8K | 0.04% | +10,830+216.6% | Added |
| Susquehanna International Group, LLP | 14,836 | $65.4K | 0.00% | +14,836 | New |
| Manufacturers Life Insurance Company, The | 14,146 | $62.4K | 0.00% | −172−1.2% | Reduced |
| Price T Rowe Associates Inc | 13,674 | $61.0K | 0.00% | +2,807+25.8% | Added |
| Jane Street Group, LLC | 13,044 | $57.5K | 0.00% | −20,068−60.6% | Reduced |
| Voya Investment Management LLC | 11,884 | $52.4K | 0.00% | −575−4.6% | Reduced |
| Invesco Ltd. | 10,445 | $46.1K | 0.00% | +10,445 | New |
| Intech Investment Management LLC | 10,350 | $45.6K | 0.00% | +10,350 | New |
| Dimensional Fund Advisors LP | 10,076 | $44.4K | 0.00% | +10,076 | New |
| Police & Firemen's Retirement System of New Jersey | 6,779 | $29.9K | 0.00% | +6,779 | New |
| BNP Paribas Arbitrage, SA | 5,590 | $24.7K | 0.00% | +5,590 | New |
| Tower Research Capital LLC (TRC) | 3,072 | $13.5K | 0.00% | +390+14.5% | Added |
| Legal & General Group Plc | 2,900 | $12.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,443 | $10.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,000 | $8.82K | 0.00% | +2,000 | New |
| FMR LLC | 1,883 | $8.30K | 0.00% | +1,350+253.3% | Added |
| Ameritas Investment Partners, Inc. | 1,737 | $7.66K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,145 | $5.05K | 0.00% | +1,038+970.1% | Added |
| New York State Common Retirement Fund | 1,101 | $4.86K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,011 | $4.46K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 709 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 492 | $2.00K | 0.00% | +243+97.6% | Added |
| Russell Investments Group, Ltd. | 247 | $1.09K | 0.00% | +155+168.5% | Added |
| WealthTrak Capital Management LLC | 35 | $155 | 0.00% | +35 | New |
| Nisa Investment Advisors, LLC | 21 | $93 | 0.00% | −14−40.0% | Reduced |
| EverSource Wealth Advisors, LLC | 17 | $75 | 0.00% | +17 | New |
| SBI Securities Co., Ltd. | 7 | $31 | 0.00% | +7 | New |
| DuPont Capital Management Corp | 4 | $18 | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −74,472−100.0% | Sold out |
| MMCAP International Inc. SPC | 0 | $0 | 0.00% | −23,681−100.0% | Sold out |
| CV Advisors LLC | 0 | $0 | 0.00% | −22,656−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −16,796−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,003−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −3,930−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |