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 |
|---|---|---|---|---|---|
| DuPont Capital Management Corp | 4 | $18 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $31 | 0.00% | +7 | New |
| EverSource Wealth Advisors, LLC | 17 | $75 | 0.00% | +17 | New |
| Nisa Investment Advisors, LLC | 21 | $93 | 0.00% | −14−40.0% | Reduced |
| WealthTrak Capital Management LLC | 35 | $155 | 0.00% | +35 | New |
| Russell Investments Group, Ltd. | 247 | $1.09K | 0.00% | +155+168.5% | Added |
| CWM, LLC | 492 | $2.00K | 0.00% | +243+97.6% | Added |
| Amalgamated Bank | 709 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,011 | $4.46K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,101 | $4.86K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,145 | $5.05K | 0.00% | +1,038+970.1% | Added |
| Ameritas Investment Partners, Inc. | 1,737 | $7.66K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,883 | $8.30K | 0.00% | +1,350+253.3% | Added |
| Steward Partners Investment Advisory, LLC | 2,000 | $8.82K | 0.00% | +2,000 | New |
| California State Teachers Retirement System | 2,443 | $10.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,900 | $12.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,072 | $13.5K | 0.00% | +390+14.5% | Added |
| BNP Paribas Arbitrage, SA | 5,590 | $24.7K | 0.00% | +5,590 | New |
| Police & Firemen's Retirement System of New Jersey | 6,779 | $29.9K | 0.00% | +6,779 | New |
| Dimensional Fund Advisors LP | 10,076 | $44.4K | 0.00% | +10,076 | New |
| Intech Investment Management LLC | 10,350 | $45.6K | 0.00% | +10,350 | New |
| Invesco Ltd. | 10,445 | $46.1K | 0.00% | +10,445 | New |
| Voya Investment Management LLC | 11,884 | $52.4K | 0.00% | −575−4.6% | Reduced |
| Jane Street Group, LLC | 13,044 | $57.5K | 0.00% | −20,068−60.6% | Reduced |
| Price T Rowe Associates Inc | 13,674 | $61.0K | 0.00% | +2,807+25.8% | Added |
| Manufacturers Life Insurance Company, The | 14,146 | $62.4K | 0.00% | −172−1.2% | Reduced |
| Susquehanna International Group, LLP | 14,836 | $65.4K | 0.00% | +14,836 | New |
| Granite FO LLC | 15,830 | $69.8K | 0.04% | +10,830+216.6% | Added |
| Simon Quick Advisors, LLC | 16,059 | $70.8K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 17,148 | $75.6K | 0.00% | −882−4.9% | Reduced |
| Deutsche Bank AG | 18,310 | $80.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 19,313 | $85.2K | 0.00% | +836+4.5% | Added |
| Wells Fargo & Company | 20,245 | $89.3K | 0.00% | +4,764+30.8% | Added |
| MetLife Investment Management | 21,002 | $92.6K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 21,860 | $96.4K | 0.00% | 00.0% | Unchanged |
| Oasis Management Co Ltd. | 25,000 | $110.3K | 0.04% | 00.0% | Unchanged |
| Citigroup Inc | 26,589 | $117.3K | 0.00% | +2,021+8.2% | Added |
| Brevan Howard Capital Management LP | 26,284 | $118.3K | 0.00% | +26,284 | New |
| Rhumbline Advisers | 33,288 | $146.8K | 0.00% | −1,329−3.8% | Reduced |
| Bank of America Corp | 40,500 | $178.6K | 0.00% | +13,542+50.2% | Added |
| Barclays PLC | 51,874 | $228.8K | 0.00% | +7,417+16.7% | Added |
| Nuveen Asset Management, LLC | 52,080 | $229.7K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 75,461 | $332.8K | 0.00% | −13,481−15.2% | Reduced |
| JPMorgan Chase & Co | 80,939 | $356.9K | 0.00% | +53,847+198.8% | Added |
| Bank of New York Mellon Corp | 81,965 | $361.5K | 0.00% | +4,411+5.7% | Added |
| NewEdge Wealth, LLC | 113,700 | $501.4K | 0.01% | +113,700 | New |
| Goldman Sachs Group Inc | 120,347 | $530.7K | 0.00% | +26,281+27.9% | Added |
| Northern Trust Corp | 336,209 | $1.48M | 0.00% | +8,113+2.5% | Added |
| UBS Group AG | 424,798 | $1.87M | 0.00% | +408,705+2,539.6% | Added |
| Charles Schwab Investment Management Inc | 467,415 | $2.06M | 0.00% | +34,798+8.0% | Added |
| Bokf, NA | 595,894 | $2.41M | 0.04% | +595,894 | New |
| State Street Corp | 673,932 | $2.97M | 0.00% | +133,719+24.8% | Added |
| AlTi Global, Inc. | 817,427 | $3.59M | 0.09% | −17,975−2.2% | Reduced |
| Geode Capital Management, LLC | 1,095,057 | $4.83M | 0.00% | +14,868+1.4% | Added |
| Vanguard Group Inc | 2,280,544 | $10.1M | 0.00% | −4,536−0.2% | Reduced |
| BlackRock, Inc. | 2,658,166 | $11.7M | 0.00% | +107,410+4.2% | Added |
| Allianz SE | 19,318,581 | $85.6M | 2.23% | 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 |