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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.

Q1 2026 vs. Q4 2025

How the institutions holding AlTi Global, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of ALTI: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders77185+9
Shares32.1M2.18M33.8M+3.97M (+13.3%)
Value$148.7M$10.1M$122.5M−$16.1M (−11.6%)

1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (13)

Institutions that held AlTi Global, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to ALTI in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC1,637,567$5.93M0.00%
Vanguard Fiduciary Trust Co283,386$1.03M0.00%
Vanguard Portfolio Management LLC249,485$903.1K0.00%
ARP Global Capital Ltd225,100$814.9K0.48%
BlueCrest Capital Management Ltd198,947$720.2K0.07%
Simon Quick Advisors, LLC25,938$93.9K0.00%
Vanguard Global Advisers, LLC17,988$65.1K0.00%
Cerity Partners LLC11,428$41.4K0.00%
Caitong International Asset Management Co., Ltd8$290.00%
MAI Capital Management7$260.00%
Root Financial Partners, LLC4$140.00%
SJS Investment Consulting Inc.2$80.00%
Farther Finance Advisors, LLC2$70.00%

Sold out (4)

Institutions that held AlTi Global, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of ALTI in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Millennium Management LLC11,677$54.2K
Stratos Wealth Partners, LTD.10,000$46.4K
Steward Partners Investment Advisory, LLC1,500$6.96K
Amalgamated Bank1,359$6.00K

Not filed for Q1 2026 yet (1)

Institutions that held AlTi Global, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ALTI in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc2,183,634$10.1M