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, Q3 2025
Institutional positions in AlTi Global, Inc. as of Sep 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
- 74
- +10 vs. Q2 2025
- Shares held
- 32.5M
- +1.89M (+6.2%) vs. Q2 2025
- Total value
- $115.7M
- −$11.3M (−8.9%) vs. Q2 2025
- New holders
- 15
- 21 more added
- Sold out
- 5
- 19 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allianz SE | 20,841,870 | $74.2M | 1.58% | +1,523,289+7.9% | Added |
| BlackRock, Inc. | 2,663,874 | $9.48M | 0.00% | −244,459−8.4% | Reduced |
| Vanguard Group Inc | 2,035,023 | $7.24M | 0.00% | −312,984−13.3% | Reduced |
| Geode Capital Management, LLC | 1,162,603 | $4.14M | 0.00% | −135,942−10.5% | Reduced |
| AlTi Global, Inc. | 773,170 | $2.75M | 0.06% | +30.0% | Added |
| State Street Corp | 716,081 | $2.55M | 0.00% | +36,029+5.3% | Added |
| Bokf, NA | 595,894 | $2.12M | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 498,085 | $1.77M | 0.00% | −17,780−3.4% | Reduced |
| Yorkville Advisors Global, LP | 447,500 | $1.59M | 0.63% | +447,500 | New |
| Charles Schwab Investment Management Inc | 362,044 | $1.29M | 0.00% | −150,981−29.4% | Reduced |
| Northern Trust Corp | 334,344 | $1.19M | 0.00% | −36,830−9.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 291,763 | $1.04M | 0.11% | +291,763 | New |
| George Kaiser Family Foundation | 291,763 | $1.04M | 0.15% | +291,763 | New |
| NewEdge Wealth, LLC | 119,890 | $479.6K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 107,306 | $382.0K | 0.00% | +16,511+18.2% | Added |
| Summit Trail Advisors, LLC | 101,039 | $359.7K | 0.00% | 00.0% | Unchanged |
| Permanens Capital L.P. | 77,817 | $277.0K | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 73,039 | $260.0K | 0.00% | +73,039 | New |
| Morgan Stanley | 68,141 | $242.6K | 0.00% | −21,366−23.9% | Reduced |
| Barclays PLC | 60,556 | $215.6K | 0.00% | −11,631−16.1% | Reduced |
| Goldman Sachs Group Inc | 58,529 | $208.4K | 0.00% | +32,908+128.4% | Added |
| Dimensional Fund Advisors LP | 52,162 | $185.7K | 0.00% | +13,514+35.0% | Added |
| Nuveen, LLC | 52,080 | $185.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 50,238 | $178.8K | 0.00% | +30,125+149.8% | Added |
| Royal Bank of Canada | 41,369 | $148.0K | 0.00% | −1,939−4.5% | Reduced |
| Invesco Ltd. | 40,112 | $142.8K | 0.00% | +1,943+5.1% | Added |
| Brevan Howard Capital Management LP | 39,327 | $138.4K | 0.00% | +11,727+42.5% | Added |
| Citadel Advisors LLC | 35,394 | $126.0K | 0.00% | +35,394 | New |
| AQR Capital Management LLC | 34,600 | $123.2K | 0.00% | −235−0.7% | Reduced |
| Rhumbline Advisers | 34,240 | $121.9K | 0.00% | −1,034−2.9% | Reduced |
| Wells Fargo & Company | 32,634 | $116.2K | 0.00% | +5,322+19.5% | Added |
| Alliancebernstein L.P. | 32,360 | $115.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 31,553 | $112.3K | 0.00% | +6,938+28.2% | Added |
| Stratos Wealth Partners, LTD. | 30,000 | $106.8K | 0.00% | +30,000 | New |
| MetLife Investment Management | 25,936 | $92.3K | 0.00% | −1,932−6.9% | Reduced |
| Millennium Management LLC | 25,535 | $90.9K | 0.00% | +25,535 | New |
| Flputnam Investment Management Co | 25,000 | $89.0K | 0.00% | 00.0% | Unchanged |
| Oasis Management Co Ltd. | 25,000 | $89.0K | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 25,000 | $89.0K | 0.00% | +25,000 | New |
| Price T Rowe Associates Inc | 21,676 | $78.0K | 0.00% | +3,917+22.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 20,009 | $71.2K | 0.00% | −3,271−14.1% | Reduced |
| Granite FO LLC | 19,430 | $69.2K | 0.04% | 00.0% | Unchanged |
| Intech Investment Management LLC | 18,494 | $65.8K | 0.00% | −3,506−15.9% | Reduced |
| Manufacturers Life Insurance Company, The | 16,765 | $59.7K | 0.00% | −1,392−7.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,155 | $54.0K | 0.00% | +8,376+123.6% | Added |
| HRT Financial LP | 13,458 | $47.0K | 0.00% | +13,458 | New |
| BNP Paribas Arbitrage, SA | 8,729 | $31.1K | 0.00% | +4,581+110.4% | Added |
| Ameritas Investment Partners, Inc. | 4,345 | $15.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4,295 | $15.3K | 0.00% | +124+3.0% | Added |
| FNY Investment Advisers, LLC | 4,000 | $14.0K | 0.00% | +4,000 | New |
| Legal & General Group Plc | 3,876 | $13.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,680 | $13.1K | 0.00% | +3,525+2,274.2% | Added |
| Tower Research Capital LLC (TRC) | 3,262 | $11.6K | 0.00% | −6,382−66.2% | Reduced |
| Sterling Capital Management LLC | 2,937 | $10.5K | 0.00% | +1,943+195.5% | Added |
| California State Teachers Retirement System | 2,445 | $8.70K | 0.00% | +2+0.1% | Added |
| Simplex Trading, LLC | 2,163 | $7.00K | 0.00% | +2,163 | New |
| CWM, LLC | 1,786 | $6.00K | 0.00% | −136−7.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,500 | $5.34K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,190 | $4.00K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,101 | $3.92K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,011 | $3.60K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 807 | $2.87K | 0.00% | +807 | New |
| Citigroup Inc | 574 | $2.04K | 0.00% | −13,785−96.0% | Reduced |
| Optiver Holding B.V. | 416 | $1.48K | 0.00% | +416 | New |
| Kilter Group LLC | 200 | $712 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 125 | $445 | 0.00% | +6+5.0% | Added |
| True Wealth Design, LLC | 46 | $164 | 0.00% | −22−32.4% | Reduced |
| Clearstead Advisors, LLC | 35 | $125 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 32 | $114 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 16 | $57 | 0.00% | +10+166.7% | Added |
| Sunbelt Securities, Inc. | 10 | $36 | 0.00% | +10 | New |
| SBI Securities Co., Ltd. | 8 | $28 | 0.00% | +1+14.3% | Added |
| Allworth Financial LP | 5 | $18 | 0.00% | +5 | New |
| DuPont Capital Management Corp | 4 | $14 | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −51,632−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −18,310−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −14,517−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |