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, Q2 2025
Institutional positions in AlTi Global, Inc. as of Jun 30, 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
- 64
- +7 vs. Q1 2025
- Shares held
- 30.6M
- +1.09M (+3.7%) vs. Q1 2025
- Total value
- $127.0M
- +$37.3M (+41.6%) vs. Q1 2025
- New holders
- 9
- 34 more added
- Sold out
- 2
- 4 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allianz SE | 19,318,581 | $80.2M | 1.89% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,908,333 | $12.1M | 0.00% | +286,397+10.9% | Added |
| Vanguard Group Inc | 2,348,007 | $9.74M | 0.00% | +62,538+2.7% | Added |
| Geode Capital Management, LLC | 1,298,545 | $5.39M | 0.00% | +170,951+15.2% | Added |
| AlTi Global, Inc. | 773,167 | $3.21M | 0.08% | 00.0% | Unchanged |
| State Street Corp | 680,052 | $2.82M | 0.00% | +11,070+1.7% | Added |
| Bokf, NA | 595,894 | $2.47M | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 515,865 | $2.14M | 0.00% | +211,359+69.4% | Added |
| Charles Schwab Investment Management Inc | 513,025 | $2.13M | 0.00% | +53,327+11.6% | Added |
| Northern Trust Corp | 371,174 | $1.54M | 0.00% | +27,695+8.1% | Added |
| NewEdge Wealth, LLC | 119,890 | $550.9K | 0.01% | +4,715+4.1% | Added |
| Summit Trail Advisors, LLC | 101,039 | $419.3K | 0.01% | +101,039 | New |
| Bank of New York Mellon Corp | 90,795 | $376.8K | 0.00% | +11,490+14.5% | Added |
| Morgan Stanley | 89,507 | $371.5K | 0.00% | +19,975+28.7% | Added |
| Permanens Capital L.P. | 77,817 | $322.9K | 0.04% | +77,817 | New |
| Barclays PLC | 72,187 | $299.6K | 0.00% | +36,777+103.9% | Added |
| Nuveen, LLC | 52,080 | $216.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 51,632 | $214.3K | 0.00% | +8,593+20.0% | Added |
| Royal Bank of Canada | 43,308 | $179.0K | 0.00% | +36,632+548.7% | Added |
| Dimensional Fund Advisors LP | 38,648 | $160.4K | 0.00% | +25,663+197.6% | Added |
| Invesco Ltd. | 38,169 | $158.4K | 0.00% | +269+0.7% | Added |
| Rhumbline Advisers | 35,274 | $146.4K | 0.00% | +2,521+7.7% | Added |
| AQR Capital Management LLC | 34,835 | $144.6K | 0.00% | +21,184+155.2% | Added |
| Alliancebernstein L.P. | 32,360 | $134.3K | 0.00% | +10,500+48.0% | Added |
| MetLife Investment Management | 27,868 | $115.7K | 0.00% | +27,868 | New |
| Brevan Howard Capital Management LP | 27,600 | $113.7K | 0.00% | +1,316+5.0% | Added |
| Wells Fargo & Company | 27,312 | $113.3K | 0.00% | +6,196+29.3% | Added |
| Goldman Sachs Group Inc | 25,621 | $106.3K | 0.00% | −46,087−64.3% | Reduced |
| Flputnam Investment Management Co | 25,000 | $103.8K | 0.00% | 00.0% | Unchanged |
| Oasis Management Co Ltd. | 25,000 | $103.8K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 24,615 | $102.2K | 0.00% | −330−1.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 23,280 | $96.6K | 0.00% | +3,109+15.4% | Added |
| Intech Investment Management LLC | 22,000 | $91.3K | 0.00% | +564+2.6% | Added |
| JPMorgan Chase & Co | 20,113 | $83.5K | 0.00% | −20,383−50.3% | Reduced |
| Granite FO LLC | 19,430 | $80.6K | 0.05% | 00.0% | Unchanged |
| Deutsche Bank AG | 18,310 | $76.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 18,157 | $75.4K | 0.00% | +3,679+25.4% | Added |
| Price T Rowe Associates Inc | 17,759 | $74.0K | 0.00% | +3,192+21.9% | Added |
| Voya Investment Management LLC | 14,517 | $60.2K | 0.00% | +3,159+27.8% | Added |
| Citigroup Inc | 14,359 | $59.6K | 0.00% | −10,038−41.1% | Reduced |
| Tower Research Capital LLC (TRC) | 9,644 | $40.0K | 0.00% | +5,912+158.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,779 | $28.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,345 | $18.0K | 0.00% | +2,608+150.1% | Added |
| FMR LLC | 4,171 | $17.3K | 0.00% | +1,900+83.7% | Added |
| BNP Paribas Arbitrage, SA | 4,148 | $17.2K | 0.00% | +2,014+94.4% | Added |
| Legal & General Group Plc | 3,876 | $16.1K | 0.00% | +976+33.7% | Added |
| Raymond James Financial Inc | 2,500 | $10.4K | 0.00% | +2,500 | New |
| California State Teachers Retirement System | 2,443 | $10.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,922 | $8.00K | 0.00% | +1,015+111.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,500 | $6.22K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,190 | $5.00K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,101 | $4.57K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,011 | $4.20K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 994 | $4.13K | 0.00% | +374+60.3% | Added |
| Kilter Group LLC | 200 | $830 | 0.00% | +200 | New |
| Russell Investments Group, Ltd. | 155 | $643 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 119 | $494 | 0.00% | +36+43.4% | Added |
| True Wealth Design, LLC | 68 | $283 | 0.00% | +59+655.6% | Added |
| Nisa Investment Advisors, LLC | 58 | $241 | 0.00% | +58 | New |
| Clearstead Advisors, LLC | 35 | $146 | 0.00% | +35 | New |
| IFP Advisors, Inc | 32 | $133 | 0.00% | +32 | New |
| SBI Securities Co., Ltd. | 7 | $29 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $25 | 0.00% | +6 | New |
| DuPont Capital Management Corp | 4 | $17 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −67,294−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −17,236−100.0% | Sold out |