AlTi Global ALTI Institutional Ownership

NASDAQ ALTI

$2.98 -0.01 (-0.33%)

As of: Oct 1, 2026 · 3:28 PM EDT

Institutions by Trading Activity

78 Institutions

Increased 48 61.5%

Unchanged 16 20.5%

Reduced 14 17.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

31.82%

▲+1.66 pp QoQ

Shares Held by Institutions

35.28Mn

of 110.86Mn outstanding

▲+15.99% QoQ

Shares Outstanding

110.86Mn

75.58Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-2 vs prior quarter

Net Shares Added (QoQ)

+4.86Mn

accumulated since last quarter

Value of Holdings

$105.48Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

AlTi Global, Inc. (NASDAQ:ALTI) has 78 institutional investors that have filed 13F reports for the period ending June 2026.

Collectively, these holders controlled 31.8% of AlTi Global's outstanding shares in June 2026, up from 30.2% in March 2026.
Their total shares held in ALTI increased 15.99% quarter over quarter, and separately, investors owning AlTi Global increased 23.81% from a year ago.
Of these 78 funds, 48 grew their exposure to AlTi Global, 14 cut back, and 16 maintained positions.
Altogether, these fund groups held 35.28Mn shares in ALTI by June 2026, up by 4.86Mn shares quarter on quarter, and up 4.77Mn shares year over year.
As of June 30, 2026, ALLIANZ SE held the largest stake in AlTi Global with 21.71Mn shares, accounting for 19.58% of total shares outstanding.
The most significant purchases of ALTI for the quarter ending June 2026 came from VANGUARD CAPITAL MANAGEMENT LLC (2.01Mn), BlueCrest Capital Management Ltd (626.05K), BlackRock, Inc. (534.36K), Sixth Street Partners Management Company, L.P. (369.49K), VANGUARD PORTFOLIO MANAGEMENT LLC (338.45K).
The biggest sellers of AlTi Global for the quarter ending June 2026 included GAM Holding AG (175.0K), Raymond James Financial Inc (56.44K), Goldman Sachs Group Inc (49.94K), EverSource Wealth Advisors, LLC (21.32K), Invesco Ltd. (12.59K).
Per Business Quant data, the top 10 holders of AlTi Global for the quarter ending June 2026 are ALLIANZ SE (21.71Mn), BlackRock, Inc. (3.18Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.01Mn), GEODE CAPITAL MANAGEMENT, LLC (1.29Mn), State Street Corp (847.25K), BlueCrest Capital Management Ltd (825.0K), AlTi Global, Inc. (773.17K), Northern Trust Corp (400.72K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (369.49K), Sixth Street Partners Management Company, L.P. (369.49K).

Form 13F Holdings

78 Institutional Holders

Report period 30 Jun, 2026

Total shares held 35.28Mn

Of outstanding 31.82%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	ALLIANZ SE	0001127508	21,707,214	19.58%	0	0.00%	$78.36Mn
2	BlackRock, Inc.	0002012383	3,181,284	2.87%	▲534,360	+20.19%	$11.48Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,014,518	1.82%	▲2,014,518	0.00%	$7.27Mn
4	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,289,528	1.16%	▲142,256	+12.40%	$4.66Mn
5	State Street Corp	0000093751	847,248	0.76%	▲11,540	+1.38%	$3.06Mn
6	BlueCrest Capital Management Ltd	0001610880	825,000	0.74%	▲626,053	+314.68%	$2.98Mn
7	AlTi Global, Inc.	0001838615	773,167	0.70%	0	0.00%	$2.79Mn
8	Northern Trust Corp	0000073124	400,719	0.36%	▲70,002	+21.17%	$1.45Mn
9	Sixth Street Partners Management Company, L.P.	0001812095	369,491	0.33%	▲369,491	0.00%	$1.33Mn
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	369,491	0.33%	▲22,501	+6.48%	$1.33Mn
10	BOKF, NA	0000009634	357,536	0.32%	0	0.00%	$1.29Mn
11	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	338,450	0.31%	▲338,450	0.00%	$1.22Mn
12	VANGUARD FIDUCIARY TRUST CO	0000933478	315,755	0.28%	▲315,755	0.00%	$1.14Mn
13	UBS Group AG	0001610520	306,625	0.28%	▲137,327	+81.12%	$1.11Mn
14	Raymond James Financial Inc	0000720005	247,895	0.22%	▼56,437	-18.54%	$894.90K
15	DIMENSIONAL FUND ADVISORS LP	0000354204	202,742	0.18%	▲105,061	+107.56%	$731.90K
16	Squarepoint Ops LLC	0001642575	176,549	0.16%	▲176,549	0.00%	$637.34K
17	GAM Holding AG	0001438848	175,000	0.16%	▼175,000	-50.00%	$631.75K
18	NewEdge Wealth, LLC	0001861796	122,390	0.11%	0	0.00%	$441.83K
19	Bank of New York Mellon Corp	0001390777	109,599	0.10%	▲10,793	+10.92%	$395.65K

Showing 1 to 20 of 78 holders