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