ALTI GLOBAL INC (ALTI)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
77
Reporting holders
$127.3M
Reported value
0.1%
Held as options
-6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Allianz SE | $78.4M | 21,707,214 | 0.83% | 8q | HELD |
| BlackRock, Inc. | $11.5M | 3,181,284 | 0.00% | 8q | +20.2%+$1.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.3M | 2,014,518 | 0.00% | 2q | +23.0%+$1.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $4.7M | 1,289,528 | 0.00% | 13q | +12.4%+$513.7K |
| STATE STREET CORP | $3.1M | 847,248 | 0.00% | 13q | +1.4%+$41.7K |
| BlueCrest Capital Management Ltd | $3.0M | 825,000 | 0.10% | 2q | +314.7%+$2.3M |
| AlTi Global, Inc. | $2.8M | 773,167 | 0.06% | 11q | HELD |
| NORTHERN TRUST CORP | $1.4M | 400,719 | 0.00% | 13q | +21.2%+$252.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.3M | 369,491 | 0.00% | 13q | +6.5%+$81.2K |
| Sixth Street Partners Management Company, L.P. | $1.3M | 369,491 | 0.00% | new | NEW |
| BOKF, NA | $1.3M | 357,536 | 0.02% | 7q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2M | 338,450 | 0.00% | 2q | +35.7%+$321.2K |
| VANGUARD FIDUCIARY TRUST CO | $1.1M | 315,755 | 0.00% | 2q | +11.4%+$116.9K |
| UBS Group AG | $1.1M | 306,625 | 0.00% | 13q | +81.1%+$495.8K |
| RAYMOND JAMES FINANCIAL INC | $894.9K | 247,895 | 0.00% | 3q | -18.5%-$203.7K |
| DIMENSIONAL FUND ADVISORS LP | $731.9K | 202,742 | 0.00% | 7q | +107.6%+$379.3K |
| Squarepoint Ops LLC | $637.3K | 176,549 | 0.00% | new | NEW |
| GAM Holding AG | $631.8K | 175,000 | 0.05% | 3q | -50.0%-$631.8K |
| NewEdge Wealth, LLC | $441.8K | 122,390 | 0.00% | 7q | HELD |
| Bank of New York Mellon Corp | $395.7K | 109,599 | 0.00% | 13q | +10.9%+$39.0K |
| Summit Trail Advisors, LLC | $394.7K | 109,339 | 0.00% | 5q | +8.2%+$30.0K |
| MORGAN STANLEY | $374.3K | 103,680 | 0.00% | 13q | +51.2%+$126.7K |
| AQR CAPITAL MANAGEMENT LLC | $372.5K | 103,197 | 0.00% | 6q | +71.1%+$154.8K |
| Nuveen, LLC | $265.3K | 73,478 | 0.00% | 6q | +41.1%+$77.2K |
| GOLDMAN SACHS GROUP INC | $179.1K | 49,624 | 0.00% | 13q | -50.2%-$180.3K |
| DEUTSCHE BANK AG\ | $176.8K | 48,971 | 0.00% | 3q | +32.6%+$43.4K |
| WELLS FARGO & COMPANY/MN | $156.4K | 43,323 | 0.00% | 13q | +32.5%+$38.3K |
| ALLIANCEBERNSTEIN L.P. | $139.2K | 38,460 | 0.00% | 9q | +13.6%+$16.7K |
| BANK OF AMERICA CORP /DE/ | $127.7K | 35,379 | 0.00% | 13q | -15.9%-$24.1K |
| RHUMBLINE ADVISERS | $120.6K | 33,417 | 0.00% | 13q | +6.6%+$7.5K |
| MetLife Investment Management, LLC | $115.5K | 32,004 | 0.00% | 5q | +79.8%+$51.3K |
| ALGERT GLOBAL LLC | $110.3K | 30,561 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $108.2K | 10,065 | 0.00% | 3q | +98.7%+$53.7K |
| Invesco Ltd. | $94.6K | 26,218 | 0.00% | 7q | -32.4%-$45.4K |
| SIMON QUICK ADVISORS, LLC | $93.6K | 25,938 | 0.00% | 2q | HELD |
| CITIGROUP INC | $92.5K | 25,621 | 0.00% | 13q | +784.7%+$82.0K |
| TORONTO DOMINION BANK | $90.2K | 25,000 | 0.00% | 4q | HELD |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $90.2K | 25,000 | 0.00% | 6q | HELD |
| Oasis Management Co Ltd. | $90.2K | 25,000 | 0.00% | 9q | HELD |
| Russell Investments Group, Ltd. | $88.2K | 24,426 | 0.00% | 8q | +544.3%+$74.5K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $83.4K | 23,106 | 0.00% | 9q | +12.1%+$9.0K |
| JPMORGAN CHASE & CO | $76.3K | 21,141 | 0.00% | 13q | +20.2%+$12.8K |
| Granite FO LLC | $70.1K | 19,430 | 0.04% | 8q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $69.7K | options only | 0.00% | 3q | OPTIONS |
| Vanguard Global Advisers, LLC | $64.9K | 17,988 | 0.00% | 2q | HELD |
| Cerity Partners LLC | $57.7K | 15,982 | 0.00% | 2q | +39.8%+$16.4K |
| XTX Topco Ltd | $56.3K | 15,607 | 0.00% | 3q | -16.0%-$10.7K |
| Police & Firemen's Retirement System of New Jersey | $54.7K | 15,155 | 0.00% | 7q | HELD |
| IEQ CAPITAL, LLC | $53.2K | 14,735 | 0.00% | new | NEW |
| Jump Financial, LLC | $41.4K | 11,460 | 0.00% | new | NEW |
| INTECH INVESTMENT MANAGEMENT LLC | $41.1K | 11,396 | 0.00% | 7q | +10.8%+$4.0K |
| BNP PARIBAS FINANCIAL MARKETS | $29.4K | 8,155 | 0.00% | 7q | -37.0%-$17.3K |
| BARCLAYS PLC | $28.4K | 7,863 | 0.00% | 13q | -9.5%-$3.0K |
| Tower Research Capital LLC (TRC) | $20.2K | 5,606 | 0.00% | 13q | -35.4%-$11.1K |
| Legal & General Group Plc | $19.6K | 5,417 | 0.00% | 12q | +39.8%+$5.6K |
| ROYAL BANK OF CANADA | $19.0K | 5,209 | 0.00% | 6q | +23.1%+$3.6K |
| FMR LLC | $17.4K | 4,827 | 0.00% | 13q | +9.9%+$1.6K |
| Ameritas Investment Partners, Inc. | $15.7K | 4,345 | 0.00% | 13q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $12.6K | 3,492 | 0.00% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $4.0K | 1,101 | 0.00% | 13q | HELD |
| Arax Advisory Partners | $2.6K | 734 | 0.00% | 4q | +664.6%+$2.3K |
| Sterling Capital Management LLC | $2.6K | 720 | 0.00% | 8q | -49.7%-$2.6K |
| EverSource Wealth Advisors, LLC | $1.6K | 432 | 0.00% | 7q | +84.6% |
| Integrated Wealth Concepts LLC | $842 | 233 | 0.00% | new | NEW |
| Kilter Group LLC | $722 | 200 | 0.00% | 5q | HELD |
| SJS Investment Consulting Inc. | $318 | 88 | 0.00% | 2q | +4300.0% |
| IFP Advisors, Inc | $253 | 70 | 0.00% | 5q | +9.4% |
| Fortitude Family Office, LLC | $155 | 43 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $151 | 41,752 | 0.00% | 9q | +49.8% |
| Farther Finance Advisors, LLC | $126 | 35 | 0.00% | 2q | +1650.0% |
| ROTHSCHILD INVESTMENT LLC | $105 | 29 | 0.00% | 3q | +141.7% |
| Essential Partners LLC | $76 | 21 | 0.00% | 5q | -82.4% |
| Clearstead Advisors, LLC | $55 | 15 | 0.00% | new | NEW |
| Larson Financial Group LLC | $40 | 11 | 0.00% | 9q | HELD |
| SBI Securities Co., Ltd. | $25 | 7 | 0.00% | 7q | HELD |
| DUPONT CAPITAL MANAGEMENT CORP | $14 | 4 | 0.00% | 13q | HELD |
| True Wealth Design, LLC | $8 | 2 | 0.00% | 6q | -93.9% |
| Caitong International Asset Management Co., Ltd | $4 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 77 | $127.3M | 35,233,562 | 11 | 37 | 13 | 0.1% |
| Q1 2026 | 83 | $122.5M | 33,826,067 | 10 | 28 | 22 | 0.0% |
| Q4 2025 | 73 | $148.9M | 32,021,145 | 10 | 23 | 23 | 0.2% |
| Q3 2025 | 68 | $115.7M | 32,492,421 | 12 | 18 | 18 | 0.0% |
| Q2 2025 | 61 | $127.1M | 30,619,870 | 8 | 31 | 5 | 0.0% |
| Q1 2025 | 54 | $89.7M | 29,506,175 | 5 | 16 | 17 | 0.0% |
| Q4 2024 | 54 | $131.0M | 29,660,590 | 10 | 19 | 8 | 0.0% |
| Q3 2024 | 48 | $105.4M | 28,193,882 | 8 | 20 | 10 | 0.0% |
| Q2 2024 | 43 | $37.8M | 7,258,486 | 12 | 16 | 10 | 0.0% |
| Q1 2024 | 39 | $33.7M | 5,960,700 | 3 | 20 | 9 | 0.0% |
| Q4 2023 | 41 | $37.4M | 4,276,078 | 3 | 20 | 5 | 0.0% |
| Q3 2023 | 40 | $26.1M | 3,732,173 | 5 | 17 | 7 | 0.0% |
| Q2 2023 | 42 | $27.9M | 3,634,070 | 42 | 0 | 0 | 0.0% |
| Q1 2023 | 20 | $17.6M | 1,403,303 | 20 | 0 | 0 | 0.0% |