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, Q1 2026
Institutional positions in AlTi Global, Inc. as of Mar 31, 2026. 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
- 85
- +9 vs. Q4 2025
- Shares held
- 33.8M
- +3.97M (+13.3%) vs. Q4 2025
- Total value
- $122.5M
- −$16.1M (−11.6%) vs. Q4 2025
- New holders
- 13
- 29 more added
- Sold out
- 4
- 24 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allianz SE | 21,707,214 | $78.6M | 0.87% | +865,344+4.2% | Added |
| BlackRock, Inc. | 2,646,924 | $9.58M | 0.00% | −38,857−1.4% | Reduced |
| Vanguard Capital Management LLC | 1,637,567 | $5.93M | 0.00% | +1,637,567 | New |
| Geode Capital Management, LLC | 1,147,272 | $4.15M | 0.00% | +16,568+1.5% | Added |
| State Street Corp | 835,708 | $3.03M | 0.00% | +59,450+7.7% | Added |
| AlTi Global, Inc. | 773,167 | $2.81M | 0.06% | −70.0% | Reduced |
| Yorkville Advisors Global, LP | 773,000 | $2.80M | 1.90% | +123,801+19.1% | Added |
| Bokf, NA | 357,536 | $1.29M | 0.02% | −29,795−7.7% | Reduced |
| GAM Holding AG | 350,000 | $1.27M | 0.11% | +324,220+1,257.6% | Added |
| Charles Schwab Investment Management Inc | 346,990 | $1.26M | 0.00% | −9,273−2.6% | Reduced |
| Northern Trust Corp | 330,717 | $1.20M | 0.00% | +11,166+3.5% | Added |
| Raymond James Financial Inc | 304,332 | $1.10M | 0.00% | +121,180+66.2% | Added |
| Vanguard Fiduciary Trust Co | 283,386 | $1.03M | 0.00% | +283,386 | New |
| Vanguard Portfolio Management LLC | 249,485 | $903.1K | 0.00% | +249,485 | New |
| ARP Global Capital Ltd | 225,100 | $814.9K | 0.48% | +225,100 | New |
| BlueCrest Capital Management Ltd | 198,947 | $720.2K | 0.07% | +198,947 | New |
| UBS Group AG | 169,298 | $612.9K | 0.00% | −20,480−10.8% | Reduced |
| NewEdge Wealth, LLC | 122,390 | $443.1K | 0.01% | +2,500+2.1% | Added |
| Summit Trail Advisors, LLC | 101,039 | $365.8K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 99,563 | $360.4K | 0.00% | +35,856+56.3% | Added |
| Bank of New York Mellon Corp | 98,806 | $357.7K | 0.00% | −371−0.4% | Reduced |
| Dimensional Fund Advisors LP | 97,681 | $353.6K | 0.00% | +30,878+46.2% | Added |
| Permanens Capital L.P. | 82,581 | $298.9K | 0.04% | +4,764+6.1% | Added |
| Morgan Stanley | 68,571 | $248.2K | 0.00% | −16,424−19.3% | Reduced |
| AQR Capital Management LLC | 60,321 | $218.4K | 0.00% | +22,897+61.2% | Added |
| Susquehanna International Group, LLP | 54,355 | $196.8K | 0.00% | −20,148−27.0% | Reduced |
| Nuveen, LLC | 52,080 | $188.5K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 33,860 | $157.1K | 0.00% | +1,500+4.6% | Added |
| Citadel Advisors LLC | 43,279 | $156.7K | 0.00% | −1,298−2.9% | Reduced |
| Bank of America Corp | 42,058 | $152.3K | 0.00% | −2,606−5.8% | Reduced |
| Invesco Ltd. | 38,806 | $140.5K | 0.00% | −1,032−2.6% | Reduced |
| Deutsche Bank AG | 36,942 | $133.7K | 0.00% | +6,913+23.0% | Added |
| Rhumbline Advisers | 31,348 | $113.5K | 0.00% | −657−2.1% | Reduced |
| Price T Rowe Associates Inc | 27,873 | $101.0K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 26,284 | $95.1K | 0.00% | −1,316−4.8% | Reduced |
| Simon Quick Advisors, LLC | 25,938 | $93.9K | 0.00% | +25,938 | New |
| Jane Street Group, LLC | 25,472 | $92.2K | 0.00% | −28,972−53.2% | Reduced |
| Toronto Dominion Bank | 25,000 | $90.5K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 25,000 | $90.5K | 0.00% | 00.0% | Unchanged |
| Oasis Management Co Ltd. | 25,000 | $90.5K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 20,621 | $74.6K | 0.00% | +498+2.5% | Added |
| Granite FO LLC | 19,430 | $70.3K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 18,572 | $67.2K | 0.00% | +5,023+37.1% | Added |
| Vanguard Global Advisers, LLC | 17,988 | $65.1K | 0.00% | +17,988 | New |
| MetLife Investment Management | 17,795 | $64.4K | 0.00% | +1,327+8.1% | Added |
| JPMorgan Chase & Co | 17,584 | $63.3K | 0.00% | −12,281−41.1% | Reduced |
| Wells Fargo & Company | 16,352 | $59.2K | 0.00% | −32,167−66.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,155 | $54.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 12,936 | $46.8K | 0.00% | +2,941+29.4% | Added |
| Manufacturers Life Insurance Company, The | 12,255 | $44.4K | 0.00% | −1,144−8.5% | Reduced |
| Cerity Partners LLC | 11,428 | $41.4K | 0.00% | +11,428 | New |
| Intech Investment Management LLC | 10,286 | $37.2K | 0.00% | −5,994−36.8% | Reduced |
| Simplex Trading, LLC | 10,056 | $36.4K | 0.00% | −24,804−71.2% | Reduced |
| Barclays PLC | 8,685 | $31.4K | 0.00% | −58,882−87.1% | Reduced |
| Tower Research Capital LLC (TRC) | 8,677 | $31.4K | 0.00% | +6,441+288.1% | Added |
| Group One Trading, L.P. | 5,065 | $18.3K | 0.00% | +5,000+7,692.3% | Added |
| FMR LLC | 4,394 | $15.9K | 0.00% | +38+0.9% | Added |
| Ameritas Investment Partners, Inc. | 4,345 | $15.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,234 | $15.0K | 0.00% | −1,265−23.0% | Reduced |
| CWM, LLC | 4,108 | $14.9K | 0.00% | +2,157+110.6% | Added |
| Legal & General Group Plc | 3,876 | $14.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,791 | $13.7K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,896 | $10.5K | 0.00% | +1,878+184.5% | Added |
| California State Teachers Retirement System | 2,342 | $8.48K | 0.00% | −323−12.1% | Reduced |
| Sterling Capital Management LLC | 1,432 | $5.18K | 0.00% | −1,062−42.6% | Reduced |
| New York State Common Retirement Fund | 1,101 | $3.99K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 416 | $1.51K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 234 | $849 | 0.00% | +105+81.4% | Added |
| Kilter Group LLC | 200 | $724 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 119 | $431 | 0.00% | +100+526.3% | Added |
| SRS Capital Advisors, Inc. | 96 | $348 | 0.00% | +86+860.0% | Added |
| Allworth Financial LP | 70 | $254 | 0.00% | +61+677.8% | Added |
| IFP Advisors, Inc | 64 | $232 | 0.00% | +30+88.2% | Added |
| True Wealth Design, LLC | 33 | $120 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12 | $43 | 0.00% | +6+100.0% | Added |
| Larson Financial Group LLC | 11 | $40 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10 | $36 | 0.00% | −1−9.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 8 | $29 | 0.00% | +8 | New |
| MAI Capital Management | 7 | $26 | 0.00% | +7 | New |
| SBI Securities Co., Ltd. | 7 | $25 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5 | $18 | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 4 | $14 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 4 | $14 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 2 | $8 | 0.00% | +2 | New |
| Farther Finance Advisors, LLC | 2 | $7 | 0.00% | +2 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −11,677−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,359−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |