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