AlTi Global ALTI Institutional Ownership

NASDAQ ALTI

$2.67 0.00 (-0.19%)

At close: Oct 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

77 Institutions

Increased 47 61.0%

Unchanged 16 20.8%

Reduced 14 18.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

22.38%

▲+1.50 pp QoQ

Shares Held by Institutions

34.91Mn

of 155.94Mn outstanding

▲+10.22% QoQ

Shares Outstanding

155.94Mn

121.04Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-3 vs prior quarter

Net Shares Added (QoQ)

+3.24Mn

accumulated since last quarter

Value of Holdings

$93.20Mn

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

Updated Oct 11, 2026

AlTi Global, Inc. (NASDAQ:ALTI) was held by 77 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Their combined stake equaled 22.38% of outstanding shares in Q2 2026, up from 20.89% in Q1 2026.
Total shares held in AlTi Global rose 10.22% versus Q1 2026, while the number of holders rose 24.19% versus Q2 2025.
Of the 77 holders of ALTI in Q2 2026, 47 added to their positions, 14 reduced their stakes and 16 left their positions unchanged.
Altogether, institutional holders owned 34.91Mn ALTI shares at the end of Q2 2026, up 3.24Mn from the prior quarter and up 4.4Mn from a year earlier.
Allianz SE held the largest position in ALTI at 21.71Mn shares as of June 30, 2026, or 13.92% of shares outstanding.
The biggest increases in ALTI positions during Q2 2026 came from BlueCrest Capital Management Ltd (+626.05K shares), BlackRock, Inc. (+534.36K shares), Geode Capital Management, LLC (+142.26K shares), UBS Group AG (+137.33K shares) and Dimensional Fund Advisors LP (+105.06K shares).
Holders that trimmed the most shares of AlTi Global in Q2 2026 while keeping a position were GAM Holding AG (-175K shares), Raymond James Financial Inc (-56.44K shares), Goldman Sachs Group Inc (-49.94K shares), EverSource Wealth Advisors, LLC (-21.32K shares) and Invesco Ltd. (-12.59K shares).
Per Business Quant, the top 10 investors in ALTI for the quarter ended June 30, 2026 were Allianz SE (21.71Mn shares), BlackRock, Inc. (3.18Mn shares), Vanguard Capital Management LLC (2.01Mn shares), Geode Capital Management, LLC (1.29Mn shares), State Street Corp (847.25K shares), BlueCrest Capital Management Ltd (825K shares), AlTi Global, Inc. (773.17K shares), Northern Trust Corp (400.72K shares), Charles Schwab Investment Management Inc (369.49K shares) and Bokf, NA (357.54K shares).

Form 13F Holdings

77 Institutional Holders

Report period 30 Jun, 2026

Total shares held 34.91Mn

Of outstanding 22.38%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	ALLIANZ SE	0001127508	21,707,214	13.92%	0	0.00%	$78.36Mn
2	BlackRock, Inc.	0002012383	3,181,284	2.04%	▲534,360	+20.19%	$11.48Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,014,518	1.29%	▲2,014,518	0.00%	$7.27Mn
4	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,289,528	0.83%	▲142,256	+12.40%	$4.66Mn
5	State Street Corp	0000093751	847,248	0.54%	▲11,540	+1.38%	$3.06Mn
6	BlueCrest Capital Management Ltd	0001610880	825,000	0.53%	▲626,053	+314.68%	$2.98Mn
7	AlTi Global, Inc.	0001838615	773,167	0.50%	0	0.00%	$2.79Mn
8	Northern Trust Corp	0000073124	400,719	0.26%	▲70,002	+21.17%	$1.45Mn
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	369,491	0.24%	▲22,501	+6.48%	$1.33Mn
10	BOKF, NA	0000009634	357,536	0.23%	0	0.00%	$1.29Mn
11	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	338,450	0.22%	▲338,450	0.00%	$1.22Mn
12	VANGUARD FIDUCIARY TRUST CO	0000933478	315,755	0.20%	▲315,755	0.00%	$1.14Mn
13	UBS Group AG	0001610520	306,625	0.20%	▲137,327	+81.12%	$1.11Mn
14	Raymond James Financial Inc	0000720005	247,895	0.16%	▼56,437	-18.54%	$894.90K
15	DIMENSIONAL FUND ADVISORS LP	0000354204	202,742	0.13%	▲105,061	+107.56%	$731.90K
16	Squarepoint Ops LLC	0001642575	176,549	0.11%	▲176,549	0.00%	$637.34K
17	GAM Holding AG	0001438848	175,000	0.11%	▼175,000	-50.00%	$631.75K
18	NewEdge Wealth, LLC	0001861796	122,390	0.08%	0	0.00%	$441.83K
19	Bank of New York Mellon Corp	0001390777	109,599	0.07%	▲10,793	+10.92%	$395.65K
20	Summit Trail Advisors, LLC	0001698478	109,339	0.07%	▲8,300	+8.21%	$394.71K

Showing 1 to 20 of 77 holders