Alti GlobalALTI

13F holders, Q1 2025 (March 31)
57holders
5new positions
5sold out
2famous investors
$3.04avg. 13F price*

At the end of Q1 2025, 57 institutions reported holding Alti Global Inc. (ALTI) in their 13F filings, unchanged from Q4 2024. 5 opened new positions and 5 sold out. The largest holders were Allianz SE ($58.7M), BlackRock, Inc. ($8.0M) and Vanguard Group Inc. ($6.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions5$342K
Exits5$221K

All 13F filers, Q4 2024 → Q1 2025: 237,142 shares bought and 401,126 shares sold, net −163,984 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 57 holders

Allianz SE 1.57% No change 19,318,581 $58.7M
BlackRock, Inc. 0.00% Reduce -1.4% 2,621,936 $8.0M
Vanguard Group Inc. 0.00% Add +0.2% 2,285,469 $6.9M
Geode Capital Management, LLC 0.00% Add +3.0% 1,127,594 $3.4M
AlTi Global, Inc. 0.06% Reduce -5.4% 773,167 $2.4M
State Street Corp. 0.00% Reduce -0.7% 668,982 $2.0M
Bokf, NA 0.03% No change 595,894 $1.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.6% 459,698 $1.4M
Northern Trust Corp. 0.00% Add +2.2% 343,479 $1.0M
UBS Group AG 0.00% Reduce -28.3% 304,506 $926K
NewEdge Wealth, LLC 0.01% Add +1.3% 115,175 $350K
Bank of New York Mellon Corp 0.00% Reduce -3.3% 79,305 $241K
Goldman Sachs Group Inc. 0.00% Reduce -40.4% 71,708 $218K
Morgan Stanley 0.00% Reduce -7.9% 69,532 $211K
Citadel Advisors 0.00% New 67,294 $205K
Nuveen, LLC 0.00% — 52,080 $158K
Susquehanna International Group, LLP 0.00% Add +190.1% 43,039 $131K
JPMorgan Chase & Co. 0.00% Reduce -50.0% 40,496 $123K
Invesco Ltd. 0.00% Add +262.9% 37,900 $115K
Barclays PLC 0.00% Reduce -31.7% 35,410 $108K
Rhumbline Advisers 0.00% Reduce -1.6% 32,753 $100K
Brevan Howard Capital Management LP 0.00% No change 26,284 $80K
Oasis Management Co Ltd. 0.03% No change 25,000 $76K
Flputnam Investment Management Co. 0.00% New 25,000 $76K
Bank of America Corp. 0.00% Reduce -38.4% 24,945 $76K
Citigroup Inc. 0.00% Reduce -8.2% 24,397 $74K
Alliancebernstein L.P. 0.00% No change 21,860 $66K
Intech Investment Management LLC 0.00% Add +107.1% 21,436 $65K
Wells Fargo & Company 0.00% Add +4.3% 21,116 $64K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.4% 20,171 $61K
Granite FO LLC 0.03% Add +22.7% 19,430 $59K
Deutsche Bank AG 0.00% No change 18,310 $56K
Corebridge Financial, Inc. 0.00% Add +0.5% 17,236 $52K
T. Rowe Price Associates Inc. 0.00% Add +6.5% 14,567 $45K
Manufacturers Life Insurance Company, The 0.00% Add +2.4% 14,478 $44K
AQR Capital Management 0.00% New 13,651 $42K
Dimensional Fund Advisors LP 0.00% Add +28.9% 12,985 $39K
Voya Investment Management LLC 0.00% Reduce -4.4% 11,358 $35K
Police & Firemen's Retirement System of New Jersey 0.00% No change 6,779 $21K
Royal Bank of Canada 0.00% New 6,676 $20K
Tower Research Capital LLC (TRC) 0.00% Add +21.5% 3,732 $11K
Legal & General Group Plc 0.00% No change 2,900 $9K
California State Teachers Retirement System 0.00% No change 2,443 $7K
FMR LLC 0.00% Add +20.6% 2,271 $7K
BNP Paribas Financial Markets 0.00% Reduce -61.8% 2,134 $6K
Ameritas Investment Partners, Inc. 0.00% No change 1,737 $5K
Steward Partners Investment Advisory, LLC 0.00% Reduce -25.0% 1,500 $5K
Amalgamated Bank 0.00% Add +67.8% 1,190 $4K
New York State Common Retirement Fund 0.00% No change 1,101 $3K
Larson Financial Group LLC 0.00% No change 1,011 $3K
Cwm, LLC 0.00% Add +84.3% 907 $3K
Sterling Capital Management LLC 0.00% Reduce -45.9% 620 $2K
Russell Investments Group, Ltd. 0.00% Reduce -37.3% 155 $471
EverSource Wealth Advisors, LLC 0.00% Add +388.2% 83 $252
True Wealth Design, LLC 0.00% New 9 $28
SBI Securities Co., Ltd. 0.00% No change 7 $21
Dupont Capital Management Corp. 0.00% No change 4 $12

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