Alti GlobalALTI

13F holders, Q4 2025 (December 31)
76holders +2
8new positions
6sold out
3famous investors
$4.64avg. 13F price*

At the end of Q4 2025, 76 institutions reported holding Alti Global Inc. (ALTI) in their 13F filings, up 2 from Q3 2025. 8 opened new positions and 6 sold out. The largest holders were Allianz SE ($96.7M), BlackRock, Inc. ($12.5M) and Vanguard Group Inc. ($10.1M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions8$1.5M
Exits6$2.1M

All 13F filers, Q3 2025 → Q4 2025: 885,628 shares bought and 1,319,756 shares sold, net −434,128 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

Allianz SE 1.25% No change 20,841,870 $96.7M
BlackRock, Inc. 0.00% Add +0.8% 2,685,781 $12.5M
Vanguard Group Inc. 0.00% Add +7.3% 2,183,634 $10.1M
Geode Capital Management, LLC 0.00% Reduce -2.7% 1,130,704 $5.2M
State Street Corp. 0.00% Add +8.4% 776,258 $3.6M
AlTi Global, Inc. 0.08% Add +0.0% 773,174 $3.6M
Yorkville Advisors Global, LP 2.01% Add +45.1% 649,199 $3.0M
Bokf, NA 0.03% Reduce -35.0% 387,331 $1.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.6% 356,263 $1.7M
Northern Trust Corp. 0.00% Reduce -4.4% 319,551 $1.5M
UBS Group AG 0.00% Reduce -61.9% 189,778 $881K
Raymond James Financial Inc. 0.00% New 183,152 $850K
NewEdge Wealth, LLC 0.01% No change 119,890 $556K
Summit Trail Advisors, LLC 0.01% No change 101,039 $469K
Bank of New York Mellon Corp 0.00% Reduce -7.6% 99,177 $460K
Morgan Stanley 0.00% Add +24.7% 84,995 $394K
Permanens Capital L.P. 0.05% No change 77,817 $361K
Susquehanna International Group, LLP 0.00% New 74,503 $346K
Barclays PLC 0.00% Add +11.6% 67,567 $314K
Dimensional Fund Advisors LP 0.00% Add +28.1% 66,803 $310K
Goldman Sachs Group Inc. 0.00% Add +8.8% 63,707 $296K
Jane Street Group, LLC 0.00% Reduce -25.5% 54,444 $253K
Nuveen, LLC 0.00% No change 52,080 $242K
Wells Fargo & Company 0.00% Add +48.7% 48,519 $225K
Bank of America Corp. 0.00% Add +41.5% 44,664 $207K
Citadel Advisors 0.00% Add +25.9% 44,577 $207K
Invesco Ltd. 0.00% Reduce -0.7% 39,838 $185K
AQR Capital Management 0.00% Add +8.2% 37,424 $174K
Simplex Trading, LLC 0.00% Add +1511.7% 34,860 $162K
Alliancebernstein L.P. 0.00% No change 32,360 $150K
Rhumbline Advisers 0.00% Reduce -6.5% 32,005 $148K
Deutsche Bank AG 0.00% New 30,029 $139K
JPMorgan Chase & Co. 0.00% Reduce -40.5% 29,865 $139K
T. Rowe Price Associates Inc. 0.00% Add +28.6% 27,873 $130K
Brevan Howard Capital Management LP 0.00% Reduce -29.8% 27,600 $127K
GAM Holding AG 0.01% New 25,780 $120K
Oasis Management Co Ltd. 0.02% No change 25,000 $116K
Flputnam Investment Management Co. 0.00% No change 25,000 $116K
Toronto Dominion Bank 0.00% No change 25,000 $116K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.6% 20,123 $93K
Granite FO LLC 0.05% No change 19,430 $90K
MetLife Investment Management, LLC 0.00% Reduce -36.5% 16,468 $76K
Intech Investment Management LLC 0.00% Reduce -12.0% 16,280 $76K
Police & Firemen's Retirement System of New Jersey 0.00% No change 15,155 $70K
XTX Topco Ltd 0.00% New 13,549 $63K
Manufacturers Life Insurance Company, The 0.00% Reduce -20.1% 13,399 $62K
Millennium Management 0.00% Reduce -54.3% 11,677 $54K
Stratos Wealth Partners, LTD. 0.00% Reduce -66.7% 10,000 $46K
BNP Paribas Financial Markets 0.00% Add +14.5% 9,995 $46K
Royal Bank of Canada 0.00% Reduce -86.7% 5,499 $26K
FMR LLC 0.00% Add +1.4% 4,356 $20K
Ameritas Investment Partners, Inc. 0.00% No change 4,345 $20K
Legal & General Group Plc 0.00% No change 3,876 $18K
Russell Investments Group, Ltd. 0.00% Add +3.0% 3,791 $18K
California State Teachers Retirement System 0.00% Add +9.0% 2,665 $12K
Sterling Capital Management LLC 0.00% Reduce -15.1% 2,494 $12K
Tower Research Capital LLC (TRC) 0.00% Reduce -31.4% 2,236 $10K
Cwm, LLC 0.00% Add +9.2% 1,951 $9K
Steward Partners Investment Advisory, LLC 0.00% No change 1,500 $7K
Amalgamated Bank 0.00% Add +14.2% 1,359 $6K
New York State Common Retirement Fund 0.00% No change 1,101 $5K
Citigroup Inc. 0.00% Add +77.3% 1,018 $5K
Optiver Holding B.V. 0.00% No change 416 $2K
Kilter Group LLC 0.00% No change 200 $928
EverSource Wealth Advisors, LLC 0.00% Add +3.2% 129 $599
Group One Trading LLC 0.00% New 65 $302
IFP Advisors, Inc 0.00% Add +6.3% 34 $158
True Wealth Design, LLC 0.00% Reduce -28.3% 33 $154
Essential Partners LLC 0.00% Add +18.8% 19 $88
Sunbelt Securities, Inc. 0.00% Add +10.0% 11 $51
Larson Financial Group LLC 0.00% Reduce -98.9% 11 $51
Arax Advisory Partners 0.00% Reduce -98.8% 10 $46
SBI Securities Co., Ltd. 0.00% Reduce -12.5% 7 $32
Rothschild Investment LLC 0.00% New 6 $28
PNC Financial Services Group, Inc. 0.00% New 5 $23
Dupont Capital Management Corp. 0.00% No change 4 $19

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