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