ALTI · AlTi Global, Inc. · Holdings
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.
Institutional Ownership Trend
Holder Concentration
Across 76 13F filersWho Holds ALTI
Last 8 quarters through Sep 30, 2026 (filing window open)Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.
Jun 30, 2026, the newest closed quarter: 75 filers, like-for-like change +3.2%; actively managed books -0.4%; index-like books +16.4%.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Registered adviser | 14.1% | 35 | +3.2% |
| Adviser | 2.4% | 3 | -1.5% |
| Bank | 5.2% | 11 | +17.8% |
| Broker-dealer | 0.0% | 1 | +98.7% |
| Benefit plan | 0.0% | 1 | -74.1% |
| Non-US | 0.2% | 3 | +14.5% |
| Holding company | 9.6% | 4 | +18.4% |
| Exempt adviser | 0.0% | 0 | -100.0% |
| Insurer | 0.0% | 0 | — |
| Unknown | 68.6% | 17 | +0.6% |
| Style | Share | Filers | Change |
|---|---|---|---|
| Index-like | 24.2% | 15 | +16.4% |
| Systematic-like | 0.6% | 5 | +115.2% |
| Concentrated | 2.6% | 8 | -33.7% |
| Diversified active | 72.6% | 46 | +0.9% |
| Unknown | 0.0% | 1 | 0.0% |
| Not measured | 0.0% | 0 | — |
| Turnover | Share | Filers | Change |
|---|---|---|---|
| Low turnover | 85.0% | 50 | +3.3% |
| Medium turnover | 4.3% | 14 | -2.7% |
| High turnover | 3.0% | 7 | -10.3% |
| Unknown | 7.7% | 4 | +11.3% |
| Not measured | 0.0% | 0 | — |
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Short horizon | 10.1% | 7 | +3.6% |
| Medium horizon | 74.7% | 16 | +1.9% |
| Long horizon | 14.8% | 49 | +9.0% |
| Unknown | 0.4% | 3 | +41.3% |
| Not measured | 0.0% | 0 | — |
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| Under $1B | 0.1% | 9 | -96.0% |
| $1B to $10B | 69.3% | 22 | +2.0% |
| $10B to $100B | 0.9% | 11 | +210.9% |
| $100B or more | 29.6% | 33 | +16.6% |
| Not measured | 0.0% | 0 | — |
| Client base | Share | Filers | Change |
|---|---|---|---|
| Individuals and high net worth | 0.6% | 18 | -20.3% |
| Pooled investment vehicles | 0.6% | 2 | -76.7% |
| Registered funds and BDCs | 12.2% | 6 | +21.4% |
| Pension and profit sharing plans | 0.0% | 1 | 0.0% |
| Insurance companies | 0.1% | 2 | +64.2% |
| Governments and sovereign funds | 0.2% | 2 | +104.1% |
| Diversified | 0.4% | 4 | +45.2% |
| Unknown | 85.9% | 40 | +3.2% |
| Private funds | Share | Filers | Change |
|---|---|---|---|
| Hedge funds | 1.1% | 3 | -61.2% |
| Private equity funds | 0.1% | 3 | +79.9% |
| Venture capital funds | 0.0% | 1 | +141.7% |
| Real estate funds | 0.0% | 3 | +258.8% |
| Other private funds | 1.0% | 7 | +26.0% |
| Mixed private funds | 0.1% | 1 | +13.6% |
| No private funds | 11.7% | 17 | +18.7% |
| Private funds, type not stated | 0.0% | 0 | — |
| Securitized asset funds | 0.0% | 0 | — |
| Unknown | 85.9% | 40 | +3.3% |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 33.6% | 61 | +6.7% |
| Outside the US | 66.4% | 14 | +1.5% |
The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Excluded 2 holders with no observed 2026-06-30 13F.
Conviction and Crowding
75 13F filers, quarter ended Jun 30, 2026Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.
Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).
Estimated Holder Cost Basis
Quarter ended Jun 30, 2026, on that quarter's share basisEstimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.
Estimated cost covers 90.0% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.
Shared Holders
Companies ALTI's active holders also own, quarter ended Jun 30, 2026Shareholder Targets
13F filers that own its peers but not ALTI, quarter ended Jun 30, 2026Found through its holder-overlap peers: LEU, CRM, BAC, C, MS, DIS, WFC, NVDA, QCOM, PM, AMGN, GS, NFLX, JPM, ORCL, INTC, KO, TSM, AMZN, MRK. 7,023 filers in all.
| # | Filer | In peers | Largest peers |
|---|---|---|---|
| 1 | NORGES BANK Non-US, Index-like | $162,769,009,885 18 held | NVDA, AMZN, JPM |
| 2 | Capital Research Global Investors Adviser, Diversified active | $136,677,794,685 17 held | NVDA, AMZN, PM |
| 3 | Capital World Investors Adviser, Diversified active | $127,062,186,146 17 held | PM, NVDA, TSM |
| 4 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Registered adviser, Index-like | $98,526,878,574 20 held | NVDA, AMZN, INTC |
| 5 | MITSUBISHI UFJ FINANCIAL GROUP INC Bank, Unknown | $78,825,883,309 1 held | MS |
| 6 | WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active | $76,993,729,410 20 held | NVDA, AMZN, MRK |
| 7 | Fisher Asset Management, LLC Adviser, Diversified active | $72,513,890,647 19 held | NVDA, TSM, AMZN |
| 8 | FRANKLIN RESOURCES INC Adviser, Diversified active | $69,561,645,423 20 held | NVDA, AMZN, C |
| 9 | Capital International Investors Adviser, Diversified active | $68,151,434,547 16 held | NVDA, PM, AMZN |
| 10 | Amundi Holding company, Index-like | $67,340,551,853 20 held | NVDA, AMZN, INTC |
Fund Ownership of ALTI by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 3.77% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 0.94% | 1,465,399 |
| Index ETFs | 2.83% | 4,409,140 |
| Active ETFs | 0.03% | 41,222 |
| Active funds | 0.12% | 191,851 |
| Unclassified | 0.00% | 0 |
| All registered funds | 3.92% | 6,107,612 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid Allianz SE | $78,363,042 | 62.17% | 21,707,214 | Shares | 2026-08-10 | |
| Mega BlackRock, Inc. Holding company | $11,484,432 | 9.11% | 3,181,284 | Shares | 2026-08-07 | |
| Mega VANGUARD CAPITAL MANAGEMENT LLC Registered adviser | $7,272,409 | 5.77% | 2,014,518 | Shares | 2026-08-13 | |
| Mega GEODE CAPITAL MANAGEMENT, LLC Registered adviser | $4,655,195 | 3.69% | 1,289,528 | Shares | 2026-08-12 | |
| Mega STATE STREET CORP Bank | $3,058,565 | 2.43% | 847,248 | Shares | 2026-09-22 | |
| Mid BlueCrest Capital Management Ltd | $2,978,250 | 2.36% | 825,000 | Shares | 2026-08-14 | |
| Mid AlTi Global, Inc. Adviser | $2,791,132 | 2.21% | 773,167 | Shares | 2026-08-05 | |
| Mega NORTHERN TRUST CORP Bank | $1,446,594 | 1.15% | 400,719 | Shares | 2026-08-13 | |
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC Registered adviser | $1,333,862 | 1.06% | 369,491 | Shares | 2026-08-14 | |
| Mid BOKF, NA | $1,290,704 | 1.02% | 357,536 | Shares | 2026-08-10 | |
| Mega VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser | $1,221,804 | 0.97% | 338,450 | Shares | 2026-08-13 | |
| Mega VANGUARD FIDUCIARY TRUST CO | $1,139,875 | 0.90% | 315,755 | Shares | 2026-08-13 | |
| Mega UBS Group AG Bank | $1,106,916 | 0.88% | 306,625 | Shares | 2026-08-13 | |
| Mega RAYMOND JAMES FINANCIAL INC | $894,900 | 0.71% | 247,895 | Shares | 2026-08-14 | |
| Mega DIMENSIONAL FUND ADVISORS LP Registered adviser | $731,897 | 0.58% | 202,742 | Shares | 2026-08-11 | |
| Large Squarepoint Ops LLC Registered adviser | $637,341 | 0.51% | 176,549 | Shares | 2026-08-14 | |
| Mid GAM Holding AG | $631,750 | 0.50% | 175,000 | Shares | 2026-08-14 | |
| Mid NewEdge Wealth, LLC | $441,827 | 0.35% | 122,390 | Shares | 2026-08-10 | |
| Mega Bank of New York Mellon Corp Bank | $395,651 | 0.31% | 109,599 | Shares | 2026-08-06 | |
| Mid Summit Trail Advisors, LLC Registered adviser | $394,713 | 0.31% | 109,339 | Shares | 2026-08-11 | |
| Mega MORGAN STANLEY Holding company | $374,282 | 0.30% | 103,680 | Shares | 2026-08-13 | |
| Mega AQR CAPITAL MANAGEMENT LLC Registered adviser | $372,538 | 0.30% | 103,197 | Shares | 2026-08-14 | |
| Mega Nuveen, LLC | $265,255 | 0.21% | 73,478 | Shares | 2026-08-11 | |
| Mega GOLDMAN SACHS GROUP INC Holding company | $179,141 | 0.14% | 49,624 | Shares | 2026-08-14 | |
| Mega DEUTSCHE BANK AG\ Non-US | $176,785 | 0.14% | 48,971 | Shares | 2026-08-07 | |
| Mega WELLS FARGO & COMPANY/MN Bank | $156,396 | 0.12% | 43,323 | Shares | 2026-08-14 | |
| Mega PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser | $150,724 | 0.12% | 41,752 | Shares | 2026-08-14 | |
| Mega ALLIANCEBERNSTEIN L.P. Registered adviser | $138,840 | 0.11% | 38,460 | Shares | 2026-08-14 | |
| Mega BANK OF AMERICA CORP /DE/ Bank | $127,718 | 0.10% | 35,379 | Shares | 2026-08-14 | |
| Mega RHUMBLINE ADVISERS Registered adviser | $120,635 | 0.10% | 33,417 | Shares | 2026-08-12 | |
| Large MetLife Investment Management, LLC Registered adviser | $115,534 | 0.09% | 32,004 | Shares | 2026-08-14 | |
| Mid ALGERT GLOBAL LLC Registered adviser | $110,325 | 0.09% | 30,561 | Shares | 2026-08-13 | |
| Mega Invesco Ltd. Adviser | $94,646 | 0.08% | 26,218 | Shares | 2026-08-14 | |
| Mid SIMON QUICK ADVISORS, LLC Registered adviser | $93,636 | 0.07% | 25,938 | Shares | 2026-07-28 | |
| Mega CITIGROUP INC Bank | $92,491 | 0.07% | 25,621 | Shares | 2026-08-03 | |
| Mid FLPUTNAM INVESTMENT MANAGEMENT CO Registered adviser | $90,250 | 0.07% | 25,000 | Shares | 2026-08-06 | |
| Mid Oasis Management Co Ltd. Adviser | $90,250 | 0.07% | 25,000 | Shares | 2026-08-14 | |
| Large TORONTO DOMINION BANK Bank | $90,250 | 0.07% | 25,000 | Shares | 2026-08-14 | |
| Mega Russell Investments Group, Ltd. | $88,177 | 0.07% | 24,426 | Shares | 2026-08-06 | |
| Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $83,412 | 0.07% | 23,106 | Shares | 2026-08-14 | |
| Mega JPMORGAN CHASE & CO Bank | $76,319 | 0.06% | 21,141 | Shares | 2026-08-12 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $69,673 | 0.06% | 19,300 | Call | 2026-08-14 | |
| Mega Vanguard Global Advisers, LLC Registered adviser | $64,936 | 0.05% | 17,988 | Shares | 2026-08-13 | |
| Large Cerity Partners LLC Registered adviser | $57,694 | 0.05% | 15,982 | Shares | 2026-08-14 | |
| Mid XTX Topco Ltd | $56,341 | 0.04% | 15,607 | Shares | 2026-08-14 | |
| Large Police & Firemen's Retirement System of New Jersey | $54,709 | 0.04% | 15,155 | Shares | 2026-07-23 | |
| Large IEQ CAPITAL, LLC Registered adviser | $53,193 | 0.04% | 14,735 | Shares | 2026-08-11 | |
| Small Granite FO LLC Registered adviser | $45,387 | 0.04% | 15,180 | Shares | 2026-10-14 | |
| Mid Jump Financial, LLC | $41,370 | 0.03% | 11,460 | Shares | 2026-08-13 | |
| Large INTECH INVESTMENT MANAGEMENT LLC Registered adviser | $41,139 | 0.03% | 11,396 | Shares | 2026-08-10 | |
| Mid GROUP ONE TRADING LLC Broker-dealer | $36,334 | 0.03% | 10,065 | Shares | 2026-08-14 | |
| Mega BNP PARIBAS ARBITRAGE, SA Non-US | $29,439 | 0.02% | 8,155 | Shares | 2026-08-13 | |
| Mega BARCLAYS PLC Bank | $28,385 | 0.02% | 7,863 | Shares | 2026-08-14 | |
| Mid Tower Research Capital LLC (TRC) | $20,237 | 0.02% | 5,606 | Shares | 2026-08-11 | |
| Mega Legal & General Group Plc | $19,555 | 0.02% | 5,417 | Shares | 2026-08-14 | |
| Mega ROYAL BANK OF CANADA Bank | $18,803 | 0.01% | 5,209 | Shares | 2026-08-14 | |
| Mega FMR LLC Holding company | $17,425 | 0.01% | 4,827 | Shares | 2026-08-13 | |
| Mid Ameritas Investment Partners, Inc. Registered adviser | $15,685 | 0.01% | 4,345 | Shares | 2026-08-13 | |
| Large NEW YORK STATE COMMON RETIREMENT FUND | $3,974 | 0.00% | 1,101 | Shares | 2026-07-29 | |
| Large Arax Advisory Partners Registered adviser | $2,649 | 0.00% | 734 | Shares | 2026-08-10 | |
| Mid Sterling Capital Management LLC Registered adviser | $2,599 | 0.00% | 720 | Shares | 2026-07-28 | |
| Mega CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Benefit plan | $2,187 | 0.00% | 606 | Shares | 2026-08-24 | |
| Mid EverSource Wealth Advisors, LLC Registered adviser | $1,556 | 0.00% | 432 | Shares | 2026-07-24 | |
| Small Kilter Group LLC Registered adviser | $722 | 0.00% | 200 | Shares | 2026-08-11 | |
| Small SJS Investment Consulting Inc. Registered adviser | $317 | 0.00% | 88 | Shares | 2026-07-22 | |
| Mid Root Financial Partners, LLC Registered adviser | $170 | 0.00% | 57 | Shares | 2026-10-21 | |
| Small Essential Partners LLC Registered adviser | $146 | 0.00% | 49 | Shares | 2026-10-14 | |
| Mid IFP Advisors, Inc Registered adviser | $134 | 0.00% | 45 | Shares | 2026-10-16 | |
| Large Farther Finance Advisors, LLC Registered adviser | $131 | 0.00% | 44 | Shares | 2026-10-08 | |
| Small Fortitude Family Office, LLC Registered adviser | $128 | 0.00% | 43 | Shares | 2026-10-14 | |
| Mid ROTHSCHILD INVESTMENT LLC Registered adviser | $104 | 0.00% | 29 | Shares | 2026-08-06 | |
| Mid Clearstead Advisors, LLC Registered adviser | $54 | 0.00% | 15 | Shares | 2026-08-06 | |
| Mid Larson Financial Group LLC Registered adviser | $39 | 0.00% | 11 | Shares | 2026-08-14 | |
| Mid SBI Securities Co., Ltd. Non-US | $25 | 0.00% | 7 | Shares | 2026-07-23 | |
| Micro DUPONT CAPITAL MANAGEMENT CORP Registered adviser | $14 | 0.00% | 4 | Shares | 2026-07-29 | |
| Small Caitong International Asset Management Co., Ltd | $3 | 0.00% | 1 | Shares | 2026-08-05 |