Alti GlobalALTI

13F holders, Q1 2026 (March 31)
84holders +8
9new positions
4sold out
2famous investors
$3.62avg. 13F price*

At the end of Q1 2026, 84 institutions reported holding Alti Global Inc. (ALTI) in their 13F filings, up 8 from Q4 2025. 9 opened new positions and 4 sold out. The largest holders were Allianz SE ($78.6M), BlackRock, Inc. ($9.6M) and Vanguard Capital Management LLC ($5.9M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q1 2026

InstitutionsTotal Value
New Positions9$1.7M
Exits4$114K

All 13F filers, Q4 2025 → Q1 2026: 2,114,165 shares bought and 333,695 shares sold, net +1,780,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 84 holders

Allianz SE 0.87% Add +4.2% 21,707,214 $78.6M
BlackRock, Inc. 0.00% Reduce -1.4% 2,646,924 $9.6M
Vanguard Capital Management LLC 0.00% — 1,637,567 $5.9M
Geode Capital Management, LLC 0.00% Add +1.5% 1,147,272 $4.2M
State Street Corp. 0.00% Add +7.7% 835,708 $3.0M
AlTi Global, Inc. 0.06% Reduce 0.0% 773,167 $2.8M
Yorkville Advisors Global, LP 1.90% Add +19.1% 773,000 $2.8M
Bokf, NA 0.02% Reduce -7.7% 357,536 $1.3M
GAM Holding AG 0.11% Add +1257.6% 350,000 $1.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.6% 346,990 $1.3M
Northern Trust Corp. 0.00% Add +3.5% 330,717 $1.2M
Raymond James Financial Inc. 0.00% Add +66.2% 304,332 $1.1M
Vanguard Fiduciary Trust Co. 0.00% — 283,386 $1.0M
Vanguard Portfolio Management LLC 0.00% — 249,485 $903K
ARP Global Capital Ltd 0.48% New 225,100 $815K
BlueCrest Capital Management Ltd 0.10% New 198,947 $720K
UBS Group AG 0.00% Reduce -10.8% 169,298 $613K
NewEdge Wealth, LLC 0.01% Add +2.1% 122,390 $443K
Summit Trail Advisors, LLC 0.01% No change 101,039 $366K
Goldman Sachs Group Inc. 0.00% Add +56.3% 99,563 $360K
Bank of New York Mellon Corp 0.00% Reduce -0.4% 98,806 $358K
Dimensional Fund Advisors LP 0.00% Add +46.2% 97,681 $354K
Permanens Capital L.P. 0.04% Add +6.1% 82,581 $299K
Morgan Stanley 0.00% Reduce -19.3% 68,571 $248K
AQR Capital Management 0.00% Add +61.2% 60,321 $218K
Susquehanna International Group, LLP 0.00% Reduce -27.0% 54,355 $197K
Nuveen, LLC 0.00% No change 52,080 $189K
Alliancebernstein L.P. 0.00% Add +4.6% 33,860 $157K
Citadel Advisors 0.00% Reduce -2.9% 43,279 $157K
Bank of America Corp. 0.00% Reduce -5.8% 42,058 $152K
Invesco Ltd. 0.00% Reduce -2.6% 38,806 $140K
Deutsche Bank AG 0.00% Add +23.0% 36,942 $134K
Rhumbline Advisers 0.00% Reduce -2.0% 31,348 $113K
T. Rowe Price Associates Inc. 0.00% No change 27,873 $101K
Brevan Howard Capital Management LP 0.00% Reduce -4.8% 26,284 $95K
Simon Quick Advisors, LLC 0.00% New 25,938 $94K
Jane Street Group, LLC 0.00% Reduce -53.2% 25,472 $92K
Oasis Management Co Ltd. 0.01% No change 25,000 $91K
Flputnam Investment Management Co. 0.00% No change 25,000 $91K
Toronto Dominion Bank 0.00% No change 25,000 $91K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +2.5% 20,621 $75K
Granite FO LLC 0.04% No change 19,430 $70K
XTX Topco Ltd 0.00% Add +37.1% 18,572 $67K
Vanguard Global Advisers, LLC 0.00% — 17,988 $65K
MetLife Investment Management, LLC 0.00% Add +8.1% 17,795 $64K
JPMorgan Chase & Co. 0.00% Reduce -41.1% 17,584 $63K
Wells Fargo & Company 0.00% Reduce -66.3% 16,352 $59K
Police & Firemen's Retirement System of New Jersey 0.00% No change 15,155 $55K
BNP Paribas Financial Markets 0.00% Add +29.4% 12,936 $47K
Manufacturers Life Insurance Company, The 0.00% Reduce -8.5% 12,255 $44K
Cerity Partners LLC 0.00% New 11,428 $41K
Intech Investment Management LLC 0.00% Reduce -36.8% 10,286 $37K
Simplex Trading, LLC 0.00% Reduce -71.2% 10,056 $36K
Barclays PLC 0.00% Reduce -87.2% 8,685 $31K
Tower Research Capital LLC (TRC) 0.00% Add +288.1% 8,677 $31K
Group One Trading LLC 0.00% Add +7692.3% 5,065 $18K
FMR LLC 0.00% Add +0.9% 4,394 $16K
Ameritas Investment Partners, Inc. 0.00% No change 4,345 $16K
Royal Bank of Canada 0.00% Reduce -23.0% 4,234 $15K
Cwm, LLC 0.00% Add +110.6% 4,108 $15K
Legal & General Group Plc 0.00% No change 3,876 $14K
Russell Investments Group, Ltd. 0.00% No change 3,791 $14K
Citigroup Inc. 0.00% Add +184.5% 2,896 $10K
California State Teachers Retirement System 0.00% Reduce -12.1% 2,342 $8K
Sterling Capital Management LLC 0.00% Reduce -42.6% 1,432 $5K
New York State Common Retirement Fund 0.00% No change 1,101 $4K
Optiver Holding B.V. 0.00% No change 416 $2K
EverSource Wealth Advisors, LLC 0.00% Add +81.4% 234 $849
Kilter Group LLC 0.00% No change 200 $724
Essential Partners LLC 0.00% Add +526.3% 119 $431
Arax Advisory Partners 0.00% Add +860.0% 96 $348
Allworth Financial LP 0.00% New 70 $254
IFP Advisors, Inc 0.00% Add +88.2% 64 $232
True Wealth Design, LLC 0.00% No change 33 $120
Rothschild Investment LLC 0.00% Add +100.0% 12 $43
Larson Financial Group LLC 0.00% No change 11 $40
Sunbelt Securities, Inc. 0.00% Reduce -9.1% 10 $36
MAI Capital Management 0.00% New 7 $26
SBI Securities Co., Ltd. 0.00% No change 7 $25
PNC Financial Services Group, Inc. 0.00% No change 5 $18
Dupont Capital Management Corp. 0.00% No change 4 $14
Root Financial Partners, LLC 0.00% New 4 $14
SJS Investment Consulting Inc. 0.00% New 2 $8
Farther Finance Advisors, LLC 0.00% New 2 $7

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