AlTi Global, Inc. (ALTI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

102,091,550Shares Outstanding

32,088,137Shares held by institutions

$118,405,226Value of institutional holdings

31.43%Institutional ownership %

0.12%Shares Changed QoQ

73No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

AlTi Global, Inc. (NASDAQ:ALTI) showed up in the 13F filings of 73 institutional investors as of December 2025.

Collectively, these holders controlled 31.4% of AlTi Global's outstanding shares in December 2025, down from 31.9% in September 2025.
They increased total shares held in AlTi Global by 0.25% from last quarter, and the number of investors in ALTI increased 25.86% annually.
Of these 73 holders, 30 added to their stakes in AlTi Global, 25 trimmed positions, and 18 made no changes.
The aggregate institutional position in AlTi Global amounted to 32.02Mn shares as of December 2025, up by 78.87K shares quarter on quarter, and up 2.21Mn shares year over year.
ALLIANZ SE is the top holder of AlTi Global as of December 31, 2025, with 20.84Mn shares representing 20.41% of outstanding stock.
The largest buyers of AlTi Global for the quarter ending December 2025 were Yorkville Advisors Global, LP (201.7K), Raymond James Financial Inc (183.15K), VANGUARD GROUP INC (148.61K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (74.5K), Goldman Sachs Group Inc (68.89K).
The largest sales of ALTI for the quarter ending December 2025 came from UBS Group AG (308.31K), BOKF, NA (208.56K), Barclays Plc (98.0K), Jpmorgan Chase & Co (70.61K), Royal Bank Of Canada (35.87K).
Per Business Quant data, the top 10 holders of AlTi Global for the quarter ending December 2025 are 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 (649.2K), BOKF, NA (387.33K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (356.26K), Northern Trust Corp (319.55K).

73 Institutional Holders

32,088,137 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
Raymond James Financial Inc	31 Dec, 2025	183,152	183,152	0.00%	$849,825.00
Goldman Sachs Group Inc	31 Dec, 2025	127,414	68,885	117.69%	$591,200.00
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	-98,002	-59.19%	$313,511.00

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