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