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.
Q4 2024 vs. Q3 2024
How the institutions holding AlTi Global, Inc. changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 53 | 1 | 57 | +5 |
| Shares | 28.3M | 12.3K | 29.7M | +1.42M (+5.0%) |
| Value | $105.7M | $46.2K | $131.0M | +$25.3M (+24.0%) |
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held AlTi Global, Inc. at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Bokf, NA | 595,894 | $2.41M | 0.04% |
| NewEdge Wealth, LLC | 113,700 | $501.4K | 0.01% |
| Brevan Howard Capital Management LP | 26,284 | $118.3K | 0.00% |
| Susquehanna International Group, LLP | 14,836 | $65.4K | 0.00% |
| Invesco Ltd. | 10,445 | $46.1K | 0.00% |
| Intech Investment Management LLC | 10,350 | $45.6K | 0.00% |
| Dimensional Fund Advisors LP | 10,076 | $44.4K | 0.00% |
| Police & Firemen's Retirement System of New Jersey | 6,779 | $29.9K | 0.00% |
| BNP Paribas Arbitrage, SA | 5,590 | $24.7K | 0.00% |
| Steward Partners Investment Advisory, LLC | 2,000 | $8.82K | 0.00% |
| WealthTrak Capital Management LLC | 35 | $155 | 0.00% |
| EverSource Wealth Advisors, LLC | 17 | $75 | 0.00% |
| SBI Securities Co., Ltd. | 7 | $31 | 0.00% |
Sold out (8)
Institutions that held AlTi Global, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| ExodusPoint Capital Management, LP | 74,472 | $279.0K |
| MMCAP International Inc. SPC | 23,681 | $88.6K |
| CV Advisors LLC | 22,656 | $84.7K |
| SG Americas Securities, LLC | 16,796 | $63.0K |
| Squarepoint Ops LLC | 15,003 | $56.1K |
| Royal Bank of Canada | 3,930 | $15.0K |
| Capital Performance Advisors LLP | 60 | $224 |
| SRS Capital Advisors, Inc. | 1 | $4 |
Not filed for Q4 2024 yet (1)
Institutions that held AlTi Global, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 12,345 | $46.2K |