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