Alti GlobalALTI

13F holders, Q3 2025 (September 30)
74holders +10
15new positions
5sold out
3famous investors
$3.56avg. 13F price*

At the end of Q3 2025, 74 institutions reported holding Alti Global Inc. (ALTI) in their 13F filings, up 10 from Q2 2025. 15 opened new positions and 5 sold out. The largest holders were Allianz SE ($74.2M), BlackRock, Inc. ($9.5M) and Vanguard Group Inc. ($7.2M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions15$4.4M
Exits5$361K

All 13F filers, Q2 2025 → Q3 2025: 2,941,647 shares bought and 1,052,624 shares sold, net +1,889,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 74 holders

Allianz SE 1.58% Add +7.9% 20,841,870 $74.2M
BlackRock, Inc. 0.00% Reduce -8.4% 2,663,874 $9.5M
Vanguard Group Inc. 0.00% Reduce -13.3% 2,035,023 $7.2M
Geode Capital Management, LLC 0.00% Reduce -10.5% 1,162,603 $4.1M
AlTi Global, Inc. 0.06% Add +0.0% 773,170 $2.8M
State Street Corp. 0.00% Add +5.3% 716,081 $2.5M
Bokf, NA 0.03% No change 595,894 $2.1M
UBS Group AG 0.00% Reduce -3.5% 498,085 $1.8M
Yorkville Advisors Global, LP 0.63% New 447,500 $1.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -29.4% 362,044 $1.3M
Northern Trust Corp. 0.00% Reduce -9.9% 334,344 $1.2M
George Kaiser Family Foundation 0.15% New 291,763 $1.0M
Prescott Group Capital Management, L.L.C. 0.11% New 291,763 $1.0M
NewEdge Wealth, LLC 0.01% No change 119,890 $480K
Bank of New York Mellon Corp 0.00% Add +18.2% 107,306 $382K
Summit Trail Advisors, LLC 0.01% No change 101,039 $360K
Permanens Capital L.P. 0.04% No change 77,817 $277K
Jane Street Group, LLC 0.00% New 73,039 $260K
Morgan Stanley 0.00% Reduce -23.9% 68,141 $243K
Barclays PLC 0.00% Reduce -16.1% 60,556 $216K
Goldman Sachs Group Inc. 0.00% Add +128.4% 58,529 $208K
Dimensional Fund Advisors LP 0.00% Add +35.0% 52,162 $186K
Nuveen, LLC 0.00% No change 52,080 $185K
JPMorgan Chase & Co. 0.00% Add +149.8% 50,238 $179K
Royal Bank of Canada 0.00% Reduce -4.5% 41,369 $148K
Invesco Ltd. 0.00% Add +5.1% 40,112 $143K
Brevan Howard Capital Management LP 0.00% Add +42.5% 39,327 $138K
Citadel Advisors 0.00% New 35,394 $126K
AQR Capital Management 0.00% Reduce -0.7% 34,600 $123K
Rhumbline Advisers 0.00% Reduce -2.9% 34,240 $122K
Wells Fargo & Company 0.00% Add +19.5% 32,634 $116K
Alliancebernstein L.P. 0.00% No change 32,360 $115K
Bank of America Corp. 0.00% Add +28.2% 31,553 $112K
Stratos Wealth Partners, LTD. 0.00% New 30,000 $107K
MetLife Investment Management, LLC 0.00% Reduce -6.9% 25,936 $92K
Millennium Management 0.00% New 25,535 $91K
Oasis Management Co Ltd. 0.02% No change 25,000 $89K
Flputnam Investment Management Co. 0.00% No change 25,000 $89K
Toronto Dominion Bank 0.00% New 25,000 $89K
T. Rowe Price Associates Inc. 0.00% Add +22.1% 21,676 $78K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -14.1% 20,009 $71K
Granite FO LLC 0.04% No change 19,430 $69K
Intech Investment Management LLC 0.00% Reduce -15.9% 18,494 $66K
Manufacturers Life Insurance Company, The 0.00% Reduce -7.7% 16,765 $60K
Police & Firemen's Retirement System of New Jersey 0.00% Add +123.6% 15,155 $54K
HRT Financial LP 0.00% New 13,458 $47K
BNP Paribas Financial Markets 0.00% Add +110.4% 8,729 $31K
Ameritas Investment Partners, Inc. 0.00% No change 4,345 $15K
FMR LLC 0.00% Add +3.0% 4,295 $15K
FNY Investment Advisers, LLC 0.00% New 4,000 $14K
Legal & General Group Plc 0.00% No change 3,876 $14K
Russell Investments Group, Ltd. 0.00% Add +2274.2% 3,680 $13K
Tower Research Capital LLC (TRC) 0.00% Reduce -66.2% 3,262 $12K
Sterling Capital Management LLC 0.00% Add +195.5% 2,937 $10K
California State Teachers Retirement System 0.00% Add +0.1% 2,445 $9K
Simplex Trading, LLC 0.00% New 2,163 $7K
Cwm, LLC 0.00% Reduce -7.1% 1,786 $6K
Steward Partners Investment Advisory, LLC 0.00% No change 1,500 $5K
Amalgamated Bank 0.00% No change 1,190 $4K
New York State Common Retirement Fund 0.00% No change 1,101 $4K
Larson Financial Group LLC 0.00% No change 1,011 $4K
Arax Advisory Partners 0.00% New 807 $3K
Citigroup Inc. 0.00% Reduce -96.0% 574 $2K
Optiver Holding B.V. 0.00% New 416 $1K
Kilter Group LLC 0.00% No change 200 $712
EverSource Wealth Advisors, LLC 0.00% Add +5.0% 125 $445
True Wealth Design, LLC 0.00% Reduce -32.4% 46 $164
Clearstead Advisors, LLC 0.00% No change 35 $125
IFP Advisors, Inc 0.00% No change 32 $114
Essential Partners LLC 0.00% Add +166.7% 16 $57
Sunbelt Securities, Inc. 0.00% New 10 $36
SBI Securities Co., Ltd. 0.00% Add +14.3% 8 $28
Allworth Financial LP 0.00% New 5 $18
Dupont Capital Management Corp. 0.00% No change 4 $14

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