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ALTI

AlTi Global, Inc.
$3.70 +0.01 (+0.27%) At close · Jul 2
Market Cap
$768.04M
Shares
151,617,840

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 83
Total Value: $121,225,019
Total Shares: 33,487,590

Institutional Ownership Trend

12 quarters

Holder Concentration

Across 83 13F filers · Δ vs Dec 31, 2025
Top Holder
64.8%
Jun 2023 → Mar 2026 · range 27.2% – 68.3%
−0.1 pts
Top 5
83.5%
Jun 2023 → Mar 2026 · range 74.1% – 92.2%
−2.5 pts
Top 10
91.2%
Jun 2023 → Mar 2026 · range 88.0% – 97.5%
−2.5 pts
HHI
4,324
Jun 2023 → Mar 2026 · range 1,712 – 4,848
Highly concentrated−41

Quarterly Activity

vs Dec 31, 2025
New
13
Increased
27
Decreased
24
Sold Out
6
Unchanged
19
Holder count: +7
Institutional value: -18.6%
Shares held: +4.3%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mid Allianz SE +865,344 21,707,214
Small Yorkville Advisors Global, LP +123,801 773,000
Mega RAYMOND JAMES FINANCIAL INC +121,180 304,332
Mega STATE STREET CORP +59,450 835,708
Mega GOLDMAN SACHS GROUP INC +35,856 99,563

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega BARCLAYS PLC −58,882 8,685
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP −58,648 54,355
Mega BlackRock, Inc. −38,857 2,646,924
Mega WELLS FARGO & COMPANY/MN −32,167 16,352
Mid BOKF, NA −29,795 357,536

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 1,637,567 $5,927,992
Mega VANGUARD FIDUCIARY TRUST CO 283,386 $1,025,857
Large VANGUARD PORTFOLIO MANAGEMENT LLC 249,485 $903,135
Micro ARP Global Capital Ltd 225,100 $814,862
Small BlueCrest Capital Management Ltd 198,947 $720,188

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 2,183,634 $10,132,061
Mid GAM Holding AG 25,780 $119,619
Mega MILLENNIUM MANAGEMENT LLC 11,677 $54,181
Mid Stratos Wealth Partners, LTD. 10,000 $46,400
Large Steward Partners Investment Advisory, LLC 1,500 $6,960
Filter: New 13 Increased 27 Reduced 24 Sold out 6 Unchanged 19
Showing 83 of 83
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid Allianz SE $78,580,114 64.82% 21,707,214
Mega BlackRock, Inc. $9,581,862 7.90% 2,646,924
Mega VANGUARD CAPITAL MANAGEMENT LLC $5,927,992 4.89% 1,637,567
Mega GEODE CAPITAL MANAGEMENT, LLC $4,153,124 3.43% 1,147,272
Mega STATE STREET CORP $3,025,262 2.50% 835,708
Mid AlTi Global, Inc. $2,798,863 2.31% 773,167
Small Yorkville Advisors Global, LP $2,798,260 2.31% 773,000
Mid BOKF, NA $1,294,280 1.07% 357,536
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1,256,103 1.04% 346,990
Mega NORTHERN TRUST CORP Bank $1,197,194 0.99% 330,717
Mega RAYMOND JAMES FINANCIAL INC $1,101,681 0.91% 304,332
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,025,857 0.85% 283,386
Large VANGUARD PORTFOLIO MANAGEMENT LLC $903,135 0.75% 249,485
Micro ARP Global Capital Ltd $814,862 0.67% 225,100
Small BlueCrest Capital Management Ltd $720,188 0.59% 198,947
Mega UBS Group AG $612,858 0.51% 169,298
Mid NewEdge Wealth, LLC $443,051 0.37% 122,390
Mid Summit Trail Advisors, LLC $365,761 0.30% 101,039
Mega GOLDMAN SACHS GROUP INC $360,417 0.30% 99,563
Mega Bank of New York Mellon Corp Bank $357,676 0.30% 98,806
Mega DIMENSIONAL FUND ADVISORS LP $353,603 0.29% 97,681
Small Permanens Capital L.P. $298,943 0.25% 82,581
Mega MORGAN STANLEY $248,224 0.20% 68,571
Mega AQR CAPITAL MANAGEMENT LLC $218,359 0.18% 60,321
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $196,765 0.16% 54,355
Mega Nuveen, LLC $188,529 0.16% 52,080
Mega CITADEL ADVISORS LLC $156,669 0.13% 43,279
Mega BANK OF AMERICA CORP /DE/ Bank $152,249 0.13% 42,058
Mega Invesco Ltd. $140,477 0.12% 38,806
Mega DEUTSCHE BANK AG\ Bank $133,730 0.11% 36,942
Mega ALLIANCEBERNSTEIN L.P. $122,573 0.10% 33,860
Mega RHUMBLINE ADVISERS $113,479 0.09% 31,348
Mega PRICE T ROWE ASSOCIATES INC /MD/ $100,900 0.08% 27,873
Mid Brevan Howard Capital Management LP $95,148 0.08% 26,284
Small SIMON QUICK ADVISORS, LLC $93,895 0.08% 25,938
Mega JANE STREET GROUP, LLC $92,208 0.08% 25,472
Mid Oasis Management Co Ltd. $90,500 0.07% 25,000
Large TORONTO DOMINION BANK Bank $90,500 0.07% 25,000
Mid FLPUTNAM INVESTMENT MANAGEMENT CO $90,500 0.07% 25,000
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $74,648 0.06% 20,621
Micro Granite FO LLC $70,336 0.06% 19,430
Mid XTX Topco Ltd $67,230 0.06% 18,572
Mega Vanguard Global Advisers, LLC $65,116 0.05% 17,988
Large MetLife Investment Management, LLC $64,417 0.05% 17,795
Mega JPMORGAN CHASE & CO $63,654 0.05% 17,584
Mega WELLS FARGO & COMPANY/MN $59,194 0.05% 16,352
Large Police & Firemen's Retirement System of New Jersey Pension $54,861 0.05% 15,155
Mega BNP PARIBAS ARBITRAGE, SA $46,828 0.04% 12,936
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $44,363 0.04% 12,255
Large Cerity Partners LLC $41,368 0.03% 11,428
Mid INTECH INVESTMENT MANAGEMENT LLC $37,235 0.03% 10,286
Mid SIMPLEX TRADING, LLC $36,402 0.03% 10,056
Mega BARCLAYS PLC $31,439 0.03% 8,685
Mid Tower Research Capital LLC (TRC) $31,410 0.03% 8,677
Mid GROUP ONE TRADING LLC $18,335 0.02% 5,065
Mega FMR LLC $15,906 0.01% 4,394
Mid Ameritas Investment Partners, Inc. $15,728 0.01% 4,345
Mega ROYAL BANK OF CANADA Bank $15,326 0.01% 4,234
Large CWM, LLC $14,870 0.01% 4,108
Mega Legal & General Group Plc $14,031 0.01% 3,876
Large Russell Investments Group, Ltd. $13,722 0.01% 3,791
Mega CITIGROUP INC $10,482 0.01% 2,896
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $8,478 0.01% 2,342
Mid Sterling Capital Management LLC $5,183 0.00% 1,432
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $3,985 0.00% 1,101
Mid Optiver Holding B.V. $1,505 0.00% 416
Mid EverSource Wealth Advisors, LLC $844 0.00% 234
Micro Kilter Group LLC $724 0.00% 200
Small Essential Partners LLC $430 0.00% 119
Mid Arax Advisory Partners $347 0.00% 96
Mid Allworth Financial LP $253 0.00% 70
Mid IFP Advisors, Inc $231 0.00% 64
Micro True Wealth Design, LLC $119 0.00% 33
Mid ROTHSCHILD INVESTMENT LLC $43 0.00% 12
Mid Larson Financial Group LLC $39 0.00% 11
Small Sunbelt Securities, Inc. Broker-Dealer $36 0.00% 10
Mid SBI Securities Co., Ltd. Broker-Dealer $25 0.00% 7
Mid MAI Capital Management $25 0.00% 7
Mega PNC FINANCIAL SERVICES GROUP, INC. $18 0.00% 5
Small DUPONT CAPITAL MANAGEMENT CORP $14 0.00% 4
Small Root Financial Partners, LLC $14 0.00% 4
Mid Farther Finance Advisors, LLC $7 0.00% 2
Small SJS Investment Consulting Inc. $7 0.00% 2
Key facts CIK 1838615 CUSIP 02157E106 Visit website Investor relations

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