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, Q1 2025
Institutional positions in AlTi Global, Inc. as of Mar 31, 2025. 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
- +1 vs. Q4 2024
- Shares held
- 29.5M
- −111.9K (−0.4%) vs. Q4 2024
- Total value
- $89.7M
- −$41.1M (−31.4%) vs. Q4 2024
- New holders
- 6
- 19 more added
- Sold out
- 5
- 18 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allianz SE | 19,318,581 | $58.7M | 1.57% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,621,936 | $7.97M | 0.00% | −36,230−1.4% | Reduced |
| Vanguard Group Inc | 2,285,469 | $6.95M | 0.00% | +4,925+0.2% | Added |
| Geode Capital Management, LLC | 1,127,594 | $3.43M | 0.00% | +32,537+3.0% | Added |
| AlTi Global, Inc. | 773,167 | $2.35M | 0.06% | −44,260−5.4% | Reduced |
| State Street Corp | 668,982 | $2.03M | 0.00% | −4,950−0.7% | Reduced |
| Bokf, NA | 595,894 | $1.81M | 0.03% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 459,698 | $1.40M | 0.00% | −7,717−1.7% | Reduced |
| Northern Trust Corp | 343,479 | $1.04M | 0.00% | +7,270+2.2% | Added |
| UBS Group AG | 304,506 | $925.7K | 0.00% | −120,292−28.3% | Reduced |
| NewEdge Wealth, LLC | 115,175 | $350.1K | 0.01% | +1,475+1.3% | Added |
| Bank of New York Mellon Corp | 79,305 | $241.1K | 0.00% | −2,660−3.2% | Reduced |
| Goldman Sachs Group Inc | 71,708 | $218.0K | 0.00% | −48,639−40.4% | Reduced |
| Morgan Stanley | 69,532 | $211.4K | 0.00% | −5,929−7.9% | Reduced |
| Citadel Advisors LLC | 67,294 | $204.6K | 0.00% | +67,294 | New |
| Nuveen, LLC | 52,080 | $158.3K | 0.00% | +52,080 | New |
| Susquehanna International Group, LLP | 43,039 | $130.8K | 0.00% | +28,203+190.1% | Added |
| JPMorgan Chase & Co | 40,496 | $123.1K | 0.00% | −40,443−50.0% | Reduced |
| Invesco Ltd. | 37,900 | $115.2K | 0.00% | +27,455+262.9% | Added |
| Barclays PLC | 35,410 | $107.6K | 0.00% | −16,464−31.7% | Reduced |
| Rhumbline Advisers | 32,753 | $99.6K | 0.00% | −535−1.6% | Reduced |
| Brevan Howard Capital Management LP | 26,284 | $79.9K | 0.00% | 00.0% | Unchanged |
| Oasis Management Co Ltd. | 25,000 | $76.0K | 0.03% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 25,000 | $76.0K | 0.00% | +25,000 | New |
| Bank of America Corp | 24,945 | $75.8K | 0.00% | −15,555−38.4% | Reduced |
| Citigroup Inc | 24,397 | $74.2K | 0.00% | −2,192−8.2% | Reduced |
| Alliancebernstein L.P. | 21,860 | $66.5K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 21,436 | $65.2K | 0.00% | +11,086+107.1% | Added |
| Wells Fargo & Company | 21,116 | $64.2K | 0.00% | +871+4.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 20,171 | $61.3K | 0.00% | +858+4.4% | Added |
| Granite FO LLC | 19,430 | $59.1K | 0.03% | +3,600+22.7% | Added |
| Deutsche Bank AG | 18,310 | $55.7K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 17,236 | $52.4K | 0.00% | +88+0.5% | Added |
| Price T Rowe Associates Inc | 14,567 | $45.0K | 0.00% | +893+6.5% | Added |
| Manufacturers Life Insurance Company, The | 14,478 | $44.0K | 0.00% | +332+2.3% | Added |
| AQR Capital Management LLC | 13,651 | $41.5K | 0.00% | +13,651 | New |
| Dimensional Fund Advisors LP | 12,985 | $39.5K | 0.00% | +2,909+28.9% | Added |
| Voya Investment Management LLC | 11,358 | $34.5K | 0.00% | −526−4.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,779 | $20.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,676 | $20.0K | 0.00% | +6,676 | New |
| Tower Research Capital LLC (TRC) | 3,732 | $11.3K | 0.00% | +660+21.5% | Added |
| Legal & General Group Plc | 2,900 | $8.82K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,443 | $7.43K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,271 | $6.90K | 0.00% | +388+20.6% | Added |
| BNP Paribas Arbitrage, SA | 2,134 | $6.49K | 0.00% | −3,456−61.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,737 | $5.28K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $4.56K | 0.00% | −500−25.0% | Reduced |
| Amalgamated Bank | 1,190 | $4.00K | 0.00% | +481+67.8% | Added |
| New York State Common Retirement Fund | 1,101 | $3.35K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,011 | $3.07K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 907 | $3.00K | 0.00% | +415+84.3% | Added |
| Sterling Capital Management LLC | 620 | $1.89K | 0.00% | −525−45.9% | Reduced |
| Russell Investments Group, Ltd. | 155 | $471 | 0.00% | −92−37.2% | Reduced |
| EverSource Wealth Advisors, LLC | 83 | $252 | 0.00% | +66+388.2% | Added |
| True Wealth Design, LLC | 9 | $28 | 0.00% | +9 | New |
| SBI Securities Co., Ltd. | 7 | $21 | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 4 | $12 | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 0 | $0 | 0.00% | −21,002−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −16,059−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,044−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |