AlTi Global, Inc. (ALTI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

81,760,199Shares Outstanding

21,346,083Shares held by institutions

$94,563,148Value of institutional holdings

38.90%Institutional ownership %

-0.07%Shares Changed QoQ

70No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

AlTi Global, Inc. (NASDAQ:ALTI) currently has 70 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

Institutional ownership in AlTi Global edged down to 38.9% in December 2025, compared to 39.7% in September 2025.
Quarterly data indicates a -0.07% shift in institutional share volume, and the annual owner count reflects an increase of 20.69%.
During the quarter, 30 institutions bought more AlTi Global shares, 22 sold shares, and 18 of the 70 total investors held their position steady.
The aggregate institutional position in AlTi Global now stands at 31.80Mn shares as of December 2025, after investors decreased their holdings (down by 22.19K shares quarter on quarter which is up 2.13Mn shares year over year).
The top institutional stake in AlTi Global as of December 31, 2025 belongs to ALLIANZ SE, which owns 20.84Mn shares, or 25.49% of the company.
Among the most significant buyers of AlTi Global during December 2025 were Yorkville Advisors Global, LP (201.70K), VANGUARD GROUP INC (148.61K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (74.50K), STATE STREET CORP (60.18K), SIMPLEX TRADING, LLC (32.70K).
Leading sellers of AlTi Global stock in December 2025 included UBS Group AG (308.31K), BOKF, NA (208.56K), ROYAL BANK OF CANADA (35.87K), GEODE CAPITAL MANAGEMENT, LLC (31.90K), JPMORGAN CHASE & CO (20.37K).
The top 10 institutional holders of AlTi Global for the quarter ending December 2025 included ALLIANZ SE (20.84Mn), BlackRock, Inc. (2.69Mn), VANGUARD GROUP INC (2.18Mn), GEODE CAPITAL MANAGEMENT, LLC (1.13Mn), STATE STREET CORP (776.26K), AlTi Global, Inc. (773.17K), Yorkville Advisors Global, LP (649.20K), BOKF, NA (387.33K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (356.26K), NORTHERN TRUST CORP (319.55K).

70 Institutional Holders

21,346,083 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
ALLIANZ SE	31 Dec, 2025	20,841,870	0	0.00%	$96,706,277.00
BlackRock, Inc.	31 Dec, 2025	2,685,781	21,907	0.82%	$12,462,024.00
VANGUARD GROUP INC	31 Dec, 2025	2,183,634	148,611	7.30%	$10,132,061.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,130,704	-31,899	-2.74%	$5,248,016.00
STATE STREET CORP	31 Dec, 2025	776,258	60,177	8.40%	$3,601,837.00
AlTi Global, Inc.	31 Dec, 2025	773,174	4	0.00%	$3,586,412.00
Yorkville Advisors Global, LP	31 Dec, 2025	649,199	201,699	45.07%	$3,012,283.00
BOKF, NA	31 Dec, 2025	387,331	-208,563	-35.00%	$1,797,216.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	356,263	-5,781	-1.60%	$1,653,060.00
NORTHERN TRUST CORP	31 Dec, 2025	319,551	-14,793	-4.42%	$1,482,717.00
UBS Group AG	31 Dec, 2025	189,778	-308,307	-61.90%	$880,570.00
NewEdge Wealth, LLC	31 Dec, 2025	119,890	0	0.00%	$556,291.00
Summit Trail Advisors, LLC	31 Dec, 2025	101,039	0	0.00%	$468,821.00
Bank of New York Mellon Corp	31 Dec, 2025	99,177	-8,129	-7.58%	$460,181.00
MORGAN STANLEY	31 Dec, 2025	84,995	16,854	24.73%	$394,377.00
Permanens Capital L.P.	31 Dec, 2025	77,817	0	0.00%	$361,071.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP	31 Dec, 2025	74,503	74,503	0.00%	$345,694.00
BARCLAYS PLC	31 Dec, 2025	67,567	7,011	11.58%	$313,511.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	66,803	14,641	28.07%	$309,966.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	63,707	5,178	8.85%	$295,600.00

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