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, Q2 2026
Institutional positions in AlTi Global, Inc. as of Jun 30, 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
- 76
- −7 vs. Q1 2026
- Shares held
- 34.9M
- +1.07M (+3.2%) vs. Q1 2026
- Total value
- $126.0M
- +$3.48M (+2.8%) vs. Q1 2026
- New holders
- 6
- 39 more added
- Sold out
- 13
- 14 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 1 | $4 | 0.00% | −7−87.5% | Reduced |
| True Wealth Design, LLC | 2 | $8 | 0.00% | −31−93.9% | Reduced |
| DuPont Capital Management Corp | 4 | $14 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $25 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11 | $40 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15 | $55 | 0.00% | +15 | New |
| Essential Partners LLC | 21 | $76 | 0.00% | −98−82.4% | Reduced |
| Rothschild Investment LLC | 29 | $105 | 0.00% | +17+141.7% | Added |
| Farther Finance Advisors, LLC | 35 | $126 | 0.00% | +33+1,650.0% | Added |
| Fortitude Family Office, LLC | 43 | $155 | 0.00% | +43 | New |
| IFP Advisors, Inc | 70 | $253 | 0.00% | +6+9.4% | Added |
| SJS Investment Consulting Inc. | 88 | $318 | 0.00% | +86+4,300.0% | Added |
| Allworth Financial LP | 139 | $502 | 0.00% | +69+98.6% | Added |
| Kilter Group LLC | 200 | $722 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 432 | $1.56K | 0.00% | +198+84.6% | Added |
| California State Teachers Retirement System | 606 | $2.19K | 0.00% | −1,736−74.1% | Reduced |
| Sterling Capital Management LLC | 720 | $2.60K | 0.00% | −712−49.7% | Reduced |
| SRS Capital Advisors, Inc. | 734 | $2.65K | 0.00% | +638+664.6% | Added |
| New York State Common Retirement Fund | 1,101 | $3.98K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,345 | $15.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4,827 | $17.4K | 0.00% | +433+9.9% | Added |
| Royal Bank of Canada | 5,209 | $19.0K | 0.00% | +975+23.0% | Added |
| Legal & General Group Plc | 5,417 | $19.6K | 0.00% | +1,541+39.8% | Added |
| Tower Research Capital LLC (TRC) | 5,606 | $20.2K | 0.00% | −3,071−35.4% | Reduced |
| Barclays PLC | 7,863 | $28.4K | 0.00% | −822−9.5% | Reduced |
| BNP Paribas Arbitrage, SA | 8,155 | $29.4K | 0.00% | −4,781−37.0% | Reduced |
| Group One Trading, L.P. | 10,065 | $36.3K | 0.00% | +5,000+98.7% | Added |
| Intech Investment Management LLC | 11,396 | $41.1K | 0.00% | +1,110+10.8% | Added |
| Jump Financial, LLC | 11,460 | $41.4K | 0.00% | +11,460 | New |
| Ieq Capital, LLC | 14,735 | $53.2K | 0.00% | +14,735 | New |
| Police & Firemen's Retirement System of New Jersey | 15,155 | $54.7K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 15,607 | $56.3K | 0.00% | −2,965−16.0% | Reduced |
| Cerity Partners LLC | 15,982 | $57.7K | 0.00% | +4,554+39.8% | Added |
| Vanguard Global Advisers, LLC | 17,988 | $64.9K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 19,430 | $70.1K | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 21,141 | $76.3K | 0.00% | +3,557+20.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 23,106 | $83.4K | 0.00% | +2,485+12.1% | Added |
| Russell Investments Group, Ltd. | 24,426 | $88.2K | 0.00% | +20,635+544.3% | Added |
| Toronto Dominion Bank | 25,000 | $90.3K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 25,000 | $90.3K | 0.00% | 00.0% | Unchanged |
| Oasis Management Co Ltd. | 25,000 | $90.3K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 25,621 | $92.5K | 0.00% | +22,725+784.7% | Added |
| Simon Quick Advisors, LLC | 25,938 | $93.6K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 26,218 | $94.6K | 0.00% | −12,588−32.4% | Reduced |
| Algert Global LLC | 30,561 | $110.3K | 0.00% | +30,561 | New |
| MetLife Investment Management | 32,004 | $115.5K | 0.00% | +14,209+79.8% | Added |
| Rhumbline Advisers | 33,417 | $120.6K | 0.00% | +2,069+6.6% | Added |
| Bank of America Corp | 35,379 | $127.7K | 0.00% | −6,679−15.9% | Reduced |
| Alliancebernstein L.P. | 38,460 | $139.2K | 0.00% | +4,600+13.6% | Added |
| Price T Rowe Associates Inc | 41,752 | $151.0K | 0.00% | +13,879+49.8% | Added |
| Wells Fargo & Company | 43,323 | $156.4K | 0.00% | +26,971+164.9% | Added |
| Deutsche Bank AG | 48,971 | $176.8K | 0.00% | +12,029+32.6% | Added |
| Goldman Sachs Group Inc | 49,624 | $179.1K | 0.00% | −49,939−50.2% | Reduced |
| Nuveen, LLC | 73,478 | $265.3K | 0.00% | +21,398+41.1% | Added |
| AQR Capital Management LLC | 103,197 | $372.5K | 0.00% | +42,876+71.1% | Added |
| Morgan Stanley | 103,680 | $374.3K | 0.00% | +35,109+51.2% | Added |
| Summit Trail Advisors, LLC | 109,339 | $394.7K | 0.00% | +8,300+8.2% | Added |
| Bank of New York Mellon Corp | 109,599 | $395.7K | 0.00% | +10,793+10.9% | Added |
| NewEdge Wealth, LLC | 122,390 | $441.8K | 0.00% | 00.0% | Unchanged |
| GAM Holding AG | 175,000 | $631.8K | 0.05% | −175,000−50.0% | Reduced |
| Squarepoint Ops LLC | 176,549 | $637.3K | 0.00% | +176,549 | New |
| Dimensional Fund Advisors LP | 202,742 | $731.9K | 0.00% | +105,061+107.6% | Added |
| Raymond James Financial Inc | 247,895 | $894.9K | 0.00% | −56,437−18.5% | Reduced |
| UBS Group AG | 306,625 | $1.11M | 0.00% | +137,327+81.1% | Added |
| Vanguard Fiduciary Trust Co | 315,755 | $1.14M | 0.00% | +32,369+11.4% | Added |
| Vanguard Portfolio Management LLC | 338,450 | $1.22M | 0.00% | +88,965+35.7% | Added |
| Bokf, NA | 357,536 | $1.29M | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 369,491 | $1.33M | 0.00% | +22,501+6.5% | Added |
| Northern Trust Corp | 400,719 | $1.45M | 0.00% | +70,002+21.2% | Added |
| AlTi Global, Inc. | 773,167 | $2.79M | 0.06% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 825,000 | $2.98M | 0.13% | +626,053+314.7% | Added |
| State Street Corp | 847,248 | $3.06M | 0.00% | +11,540+1.4% | Added |
| Geode Capital Management, LLC | 1,289,528 | $4.66M | 0.00% | +142,256+12.4% | Added |
| Vanguard Capital Management LLC | 2,014,518 | $7.27M | 0.00% | +376,951+23.0% | Added |
| BlackRock, Inc. | 3,181,284 | $11.5M | 0.00% | +534,360+20.2% | Added |
| Allianz SE | 21,707,214 | $78.4M | 0.83% | 00.0% | Unchanged |
| Yorkville Advisors Global, LP | 0 | $0 | 0.00% | −773,000−100.0% | Sold out |
| ARP Global Capital Ltd | 0 | $0 | 0.00% | −225,100−100.0% | Sold out |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −82,581−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −54,355−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −43,279−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −26,284−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −25,472−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −12,255−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −10,056−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |