Alti GlobalALTI
13F holders, Q2 2025 (June 30)64holders +7
8new positions
2sold out
1famous investor
$4.15avg. 13F price*
At the end of Q2 2025, 64 institutions reported holding Alti Global Inc. (ALTI) in their 13F filings, up 7 from Q1 2025. 8 opened new positions and 2 sold out. The largest holders were Allianz SE ($80.2M), BlackRock, Inc. ($12.1M) and Vanguard Group Inc. ($9.7M). One famous investor held it 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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $870K |
| Exits | 2 | $257K |
All 13F filers, Q1 2025 → Q2 2025: 1,247,314 shares bought and 161,368 shares sold, net +1,085,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Allianz SE | 1.89% | No change | 19,318,581 | $80.2M |
| BlackRock, Inc. | 0.00% | Add +10.9% | 2,908,333 | $12.1M |
| Vanguard Group Inc. | 0.00% | Add +2.7% | 2,348,007 | $9.7M |
| Geode Capital Management, LLC | 0.00% | Add +15.2% | 1,298,545 | $5.4M |
| AlTi Global, Inc. | 0.08% | No change | 773,167 | $3.2M |
| State Street Corp. | 0.00% | Add +1.6% | 680,052 | $2.8M |
| Bokf, NA | 0.04% | No change | 595,894 | $2.5M |
| UBS Group AG | 0.00% | Add +69.4% | 515,865 | $2.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +11.6% | 513,025 | $2.1M |
| Northern Trust Corp. | 0.00% | Add +8.1% | 371,174 | $1.5M |
| NewEdge Wealth, LLC | 0.01% | Add +4.1% | 119,890 | $551K |
| Summit Trail Advisors, LLC | 0.01% | New | 101,039 | $419K |
| Bank of New York Mellon Corp | 0.00% | Add +14.5% | 90,795 | $377K |
| Morgan Stanley | 0.00% | Add +28.7% | 89,507 | $371K |
| Permanens Capital L.P. | 0.04% | New | 77,817 | $323K |
| Barclays PLC | 0.00% | Add +103.9% | 72,187 | $300K |
| Nuveen, LLC | 0.00% | No change | 52,080 | $216K |
| Susquehanna International Group, LLP | 0.00% | Add +20.0% | 51,632 | $214K |
| Royal Bank of Canada | 0.00% | Add +548.7% | 43,308 | $179K |
| Dimensional Fund Advisors LP | 0.00% | Add +197.6% | 38,648 | $160K |
| Invesco Ltd. | 0.00% | Add +0.7% | 38,169 | $158K |
| Rhumbline Advisers | 0.00% | Add +7.7% | 35,274 | $146K |
| AQR Capital Management | 0.00% | Add +155.2% | 34,835 | $145K |
| Alliancebernstein L.P. | 0.00% | Add +48.0% | 32,360 | $134K |
| MetLife Investment Management, LLC | 0.00% | New | 27,868 | $116K |
| Brevan Howard Capital Management LP | 0.00% | Add +5.0% | 27,600 | $114K |
| Wells Fargo & Company | 0.00% | Add +29.3% | 27,312 | $113K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -64.3% | 25,621 | $106K |
| Oasis Management Co Ltd. | 0.03% | No change | 25,000 | $104K |
| Flputnam Investment Management Co. | 0.00% | No change | 25,000 | $104K |
| Bank of America Corp. | 0.00% | Reduce -1.3% | 24,615 | $102K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +15.4% | 23,280 | $97K |
| Intech Investment Management LLC | 0.00% | Add +2.6% | 22,000 | $91K |
| JPMorgan Chase & Co. | 0.00% | Reduce -50.3% | 20,113 | $83K |
| Granite FO LLC | 0.05% | No change | 19,430 | $81K |
| Deutsche Bank AG | 0.00% | No change | 18,310 | $76K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +25.4% | 18,157 | $75K |
| T. Rowe Price Associates Inc. | 0.00% | Add +21.9% | 17,759 | $74K |
| Voya Investment Management LLC | 0.00% | Add +27.8% | 14,517 | $60K |
| Citigroup Inc. | 0.00% | Reduce -41.1% | 14,359 | $60K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +158.4% | 9,644 | $40K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 6,779 | $28K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +150.1% | 4,345 | $18K |
| FMR LLC | 0.00% | Add +83.7% | 4,171 | $17K |
| BNP Paribas Financial Markets | 0.00% | Add +94.4% | 4,148 | $17K |
| Legal & General Group Plc | 0.00% | Add +33.7% | 3,876 | $16K |
| Raymond James Financial Inc. | 0.00% | New | 2,500 | $10K |
| California State Teachers Retirement System | 0.00% | No change | 2,443 | $10K |
| Cwm, LLC | 0.00% | Add +111.9% | 1,922 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,500 | $6K |
| Amalgamated Bank | 0.00% | No change | 1,190 | $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 |
| Sterling Capital Management LLC | 0.00% | Add +60.3% | 994 | $4K |
| Kilter Group LLC | 0.00% | New | 200 | $830 |
| Russell Investments Group, Ltd. | 0.00% | No change | 155 | $643 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +43.4% | 119 | $494 |
| True Wealth Design, LLC | 0.00% | Add +655.6% | 68 | $283 |
| Nisa Investment Advisors, LLC | 0.00% | New | 58 | $241 |
| Clearstead Advisors, LLC | 0.00% | New | 35 | $146 |
| IFP Advisors, Inc | 0.00% | New | 32 | $133 |
| SBI Securities Co., Ltd. | 0.00% | No change | 7 | $29 |
| Essential Partners LLC | 0.00% | — | 6 | $25 |
| Dupont Capital Management Corp. | 0.00% | No change | 4 | $17 |
"% of holder's portfolio" is ALTI's weight in each manager's 13F, not the share of Alti Global Inc. the manager owns.