Alti GlobalALTI

13F holders, Q4 2024 (December 31)
57holders +4
10new positions
8sold out
$4.42avg. 13F price*

At the end of Q4 2024, 57 institutions reported holding Alti Global Inc. (ALTI) in their 13F filings, up 4 from Q3 2024. 10 opened new positions and 8 sold out. The largest holders were Allianz SE ($85.6M), BlackRock, Inc. ($11.7M) and Vanguard Group Inc. ($10.1M).

Company
Alti Global Inc.
CUSIP
02157E106
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 41Q1 2024Q2 2024: 47Q2 2024Q3 2024: 53Q3 2024Q4 2024: 57Q4 2024Q1 2025: 57Q1 2025Q2 2025: 64Q2 2025Q3 2025: 74Q3 2025Q4 2025: 76Q4 2025Q1 2026: 84Q1 2026Q2 2026: 75Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions10$3.3M
Exits8$587K

All 13F filers, Q3 2024 → Q4 2024: 1,626,737 shares bought and 215,631 shares sold, net +1,411,106 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 57 holders

Allianz SE 2.23% No change 19,318,581 $85.6M
BlackRock, Inc. 0.00% Add +4.2% 2,658,166 $11.7M
Vanguard Group Inc. 0.00% Reduce -0.2% 2,280,544 $10.1M
Geode Capital Management, LLC 0.00% Add +1.4% 1,095,057 $4.8M
AlTi Global, Inc. 0.09% Reduce -2.1% 817,427 $3.6M
State Street Corp. 0.00% Add +24.8% 673,932 $3.0M
Bokf, NA 0.04% New 595,894 $2.4M
Charles Schwab Investment Management Inc. 0.00% Add +8.0% 467,415 $2.1M
UBS Group AG 0.00% Add +2539.6% 424,798 $1.9M
Northern Trust Corp. 0.00% Add +2.5% 336,209 $1.5M
Goldman Sachs Group Inc. 0.00% Add +27.9% 120,347 $531K
NewEdge Wealth, LLC 0.01% New 113,700 $501K
Bank of New York Mellon Corp 0.00% Add +5.7% 81,965 $361K
JPMorgan Chase & Co. 0.00% Add +198.8% 80,939 $357K
Morgan Stanley 0.00% Reduce -15.2% 75,461 $333K
Nuveen Asset Management, LLC 0.00% No change 52,080 $230K
Barclays PLC 0.00% Add +16.7% 51,874 $229K
Bank of America Corp. 0.00% Add +50.2% 40,500 $179K
Rhumbline Advisers 0.00% Reduce -3.8% 33,288 $147K
Brevan Howard Capital Management LP 0.00% New 26,284 $118K
Citigroup Inc. 0.00% Add +8.2% 26,589 $117K
Oasis Management Co Ltd. 0.04% No change 25,000 $110K
Alliancebernstein L.P. 0.00% No change 21,860 $96K
MetLife Investment Management, LLC 0.00% No change 21,002 $93K
Wells Fargo & Company 0.00% Add +30.8% 20,245 $89K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.5% 19,313 $85K
Deutsche Bank AG 0.00% No change 18,310 $81K
Corebridge Financial, Inc. 0.00% Reduce -4.9% 17,148 $76K
Simon Quick Advisors, LLC 0.00% No change 16,059 $71K
Granite FO LLC 0.04% Add +216.6% 15,830 $70K
Susquehanna International Group, LLP 0.00% New 14,836 $65K
Manufacturers Life Insurance Company, The 0.00% Reduce -1.2% 14,146 $62K
T. Rowe Price Associates Inc. 0.00% Add +25.8% 13,674 $61K
Jane Street Group, LLC 0.00% Reduce -60.6% 13,044 $58K
Voya Investment Management LLC 0.00% Reduce -4.6% 11,884 $52K
Invesco Ltd. 0.00% New 10,445 $46K
Intech Investment Management LLC 0.00% New 10,350 $46K
Dimensional Fund Advisors LP 0.00% New 10,076 $44K
Police & Firemen's Retirement System of New Jersey 0.00% — 6,779 $30K
BNP Paribas Financial Markets 0.00% New 5,590 $25K
Tower Research Capital LLC (TRC) 0.00% Add +14.5% 3,072 $14K
Legal & General Group Plc 0.00% No change 2,900 $13K
California State Teachers Retirement System 0.00% No change 2,443 $11K
Steward Partners Investment Advisory, LLC 0.00% New 2,000 $9K
FMR LLC 0.00% Add +253.3% 1,883 $8K
Ameritas Investment Partners, Inc. 0.00% No change 1,737 $8K
Sterling Capital Management LLC 0.00% Add +970.1% 1,145 $5K
New York State Common Retirement Fund 0.00% No change 1,101 $5K
Larson Financial Group LLC 0.00% No change 1,011 $4K
Amalgamated Bank 0.00% No change 709 $3K
Cwm, LLC 0.00% Add +97.6% 492 $2K
Russell Investments Group, Ltd. 0.00% Add +168.5% 247 $1K
WealthTrak Capital Management LLC 0.00% — 35 $155
Nisa Investment Advisors, LLC 0.00% Reduce -40.0% 21 $93
EverSource Wealth Advisors, LLC 0.00% New 17 $75
SBI Securities Co., Ltd. 0.00% — 7 $31
Dupont Capital Management Corp. 0.00% No change 4 $18

"% of holder's portfolio" is ALTI's weight in each manager's 13F, not the share of Alti Global Inc. the manager owns.