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, Q4 2025
Institutional positions in AlTi Global, Inc. as of Dec 31, 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
- 77
- +3 vs. Q3 2025
- Shares held
- 32.1M
- −434.1K (−1.3%) vs. Q3 2025
- Total value
- $148.7M
- +$33.0M (+28.5%) vs. Q3 2025
- New holders
- 8
- 28 more added
- Sold out
- 5
- 23 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allianz SE | 20,841,870 | $96.7M | 1.25% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,685,781 | $12.5M | 0.00% | +21,907+0.8% | Added |
| Vanguard Group Inc | 2,183,634 | $10.1M | 0.00% | +148,611+7.3% | Added |
| Geode Capital Management, LLC | 1,130,704 | $5.25M | 0.00% | −31,899−2.7% | Reduced |
| State Street Corp | 776,258 | $3.60M | 0.00% | +60,177+8.4% | Added |
| AlTi Global, Inc. | 773,174 | $3.59M | 0.08% | +40.0% | Added |
| Yorkville Advisors Global, LP | 649,199 | $3.01M | 2.01% | +201,699+45.1% | Added |
| Bokf, NA | 387,331 | $1.80M | 0.03% | −208,563−35.0% | Reduced |
| Charles Schwab Investment Management Inc | 356,263 | $1.65M | 0.00% | −5,781−1.6% | Reduced |
| Northern Trust Corp | 319,551 | $1.48M | 0.00% | −14,793−4.4% | Reduced |
| UBS Group AG | 189,778 | $880.6K | 0.00% | −308,307−61.9% | Reduced |
| Raymond James Financial Inc | 183,152 | $849.8K | 0.00% | +183,152 | New |
| NewEdge Wealth, LLC | 119,890 | $556.3K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 101,039 | $468.8K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 99,177 | $460.2K | 0.00% | −8,129−7.6% | Reduced |
| Morgan Stanley | 84,995 | $394.4K | 0.00% | +16,854+24.7% | Added |
| Permanens Capital L.P. | 77,817 | $361.1K | 0.05% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 74,503 | $345.7K | 0.00% | +74,503 | New |
| Barclays PLC | 67,567 | $313.5K | 0.00% | +7,011+11.6% | Added |
| Dimensional Fund Advisors LP | 66,803 | $310.0K | 0.00% | +14,641+28.1% | Added |
| Goldman Sachs Group Inc | 63,707 | $295.6K | 0.00% | +5,178+8.8% | Added |
| Jane Street Group, LLC | 54,444 | $252.6K | 0.00% | −18,595−25.5% | Reduced |
| Nuveen, LLC | 52,080 | $241.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 48,519 | $225.1K | 0.00% | +15,885+48.7% | Added |
| Bank of America Corp | 44,664 | $207.2K | 0.00% | +13,111+41.6% | Added |
| Citadel Advisors LLC | 44,577 | $206.8K | 0.00% | +9,183+25.9% | Added |
| Invesco Ltd. | 39,838 | $184.8K | 0.00% | −274−0.7% | Reduced |
| AQR Capital Management LLC | 37,424 | $173.6K | 0.00% | +2,824+8.2% | Added |
| Simplex Trading, LLC | 34,860 | $161.8K | 0.00% | +32,697+1,511.7% | Added |
| Alliancebernstein L.P. | 32,360 | $150.2K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 32,005 | $148.5K | 0.00% | −2,235−6.5% | Reduced |
| Deutsche Bank AG | 30,029 | $139.3K | 0.00% | +30,029 | New |
| JPMorgan Chase & Co | 29,865 | $138.6K | 0.00% | −20,373−40.6% | Reduced |
| Price T Rowe Associates Inc | 27,873 | $130.0K | 0.00% | +6,197+28.6% | Added |
| Brevan Howard Capital Management LP | 27,600 | $126.5K | 0.00% | −11,727−29.8% | Reduced |
| GAM Holding AG | 25,780 | $119.6K | 0.01% | +25,780 | New |
| Toronto Dominion Bank | 25,000 | $116.0K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 25,000 | $116.0K | 0.00% | 00.0% | Unchanged |
| Oasis Management Co Ltd. | 25,000 | $116.0K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 20,123 | $93.4K | 0.00% | +114+0.6% | Added |
| Granite FO LLC | 19,430 | $90.2K | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 16,468 | $76.4K | 0.00% | −9,468−36.5% | Reduced |
| Intech Investment Management LLC | 16,280 | $75.5K | 0.00% | −2,214−12.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,155 | $70.3K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 13,549 | $62.9K | 0.00% | +13,549 | New |
| Manufacturers Life Insurance Company, The | 13,399 | $62.2K | 0.00% | −3,366−20.1% | Reduced |
| Millennium Management LLC | 11,677 | $54.2K | 0.00% | −13,858−54.3% | Reduced |
| Stratos Wealth Partners, LTD. | 10,000 | $46.4K | 0.00% | −20,000−66.7% | Reduced |
| BNP Paribas Arbitrage, SA | 9,995 | $46.4K | 0.00% | +1,266+14.5% | Added |
| Royal Bank of Canada | 5,499 | $26.0K | 0.00% | −35,870−86.7% | Reduced |
| FMR LLC | 4,356 | $20.2K | 0.00% | +61+1.4% | Added |
| Ameritas Investment Partners, Inc. | 4,345 | $20.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,876 | $18.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,791 | $17.6K | 0.00% | +111+3.0% | Added |
| California State Teachers Retirement System | 2,665 | $12.4K | 0.00% | +220+9.0% | Added |
| Sterling Capital Management LLC | 2,494 | $11.6K | 0.00% | −443−15.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,236 | $10.4K | 0.00% | −1,026−31.5% | Reduced |
| CWM, LLC | 1,951 | $9.00K | 0.00% | +165+9.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,500 | $6.96K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,359 | $6.00K | 0.00% | +169+14.2% | Added |
| New York State Common Retirement Fund | 1,101 | $5.11K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,018 | $4.72K | 0.00% | +444+77.4% | Added |
| Optiver Holding B.V. | 416 | $1.93K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 200 | $928 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 129 | $599 | 0.00% | +4+3.2% | Added |
| Group One Trading, L.P. | 65 | $302 | 0.00% | +65 | New |
| IFP Advisors, Inc | 34 | $158 | 0.00% | +2+6.3% | Added |
| True Wealth Design, LLC | 33 | $154 | 0.00% | −13−28.3% | Reduced |
| Essential Partners LLC | 19 | $88 | 0.00% | +3+18.8% | Added |
| Larson Financial Group LLC | 11 | $51 | 0.00% | −1,000−98.9% | Reduced |
| Sunbelt Securities, Inc. | 11 | $51 | 0.00% | +1+10.0% | Added |
| SRS Capital Advisors, Inc. | 10 | $46 | 0.00% | −797−98.8% | Reduced |
| Allworth Financial LP | 9 | $42 | 0.00% | +4+80.0% | Added |
| SBI Securities Co., Ltd. | 7 | $32 | 0.00% | −1−12.5% | Reduced |
| Rothschild Investment LLC | 6 | $28 | 0.00% | +6 | New |
| The PNC Financial Services Group, Inc. | 5 | $23 | 0.00% | +5 | New |
| DuPont Capital Management Corp | 4 | $19 | 0.00% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −291,763−100.0% | Sold out |
| George Kaiser Family Foundation | 0 | $0 | 0.00% | −291,763−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,458−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |