Skip to main content

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.

Q2 2025 vs. Q1 2025

How the institutions holding AlTi Global, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of ALTI: Q1 2025 compared with Q2 2025
MeasureQ1 2025Q2 2025Change
Holders5764+7
Shares29.5M30.6M+1.09M (+3.7%)
Value$89.7M$127.0M+$37.3M (+41.6%)

New holders (9)

Institutions that held AlTi Global, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to ALTI in Q2 2025
InstitutionSharesValue% of portfolio
Summit Trail Advisors, LLC101,039$419.3K0.01%
Permanens Capital L.P.77,817$322.9K0.04%
MetLife Investment Management27,868$115.7K0.00%
Raymond James Financial Inc2,500$10.4K0.00%
Kilter Group LLC200$8300.00%
Nisa Investment Advisors, LLC58$2410.00%
Clearstead Advisors, LLC35$1460.00%
IFP Advisors, Inc32$1330.00%
Essential Partners LLC6$250.00%

Sold out (2)

Institutions that held AlTi Global, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of ALTI in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Citadel Advisors LLC67,294$204.6K
Corebridge Financial, Inc.17,236$52.4K