Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

AlTi Global (ALTI) Institutional Ownership

AlTi Global logo
$4.39 +0.07 (+1.62%)
Closing price 04:00 PM Eastern
Extended Trading
$4.39 0.00 (0.00%)
As of 04:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for AlTi Global (NASDAQ:ALTI)

Current
Institutional Ownership
Percentage
3.57%
Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$92.24M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$848.56K
Get ALTI Insider Trade Alerts

Want to know when executives and insiders are buying or selling AlTi Global stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ALTI Institutional Buying and Selling by Quarter

AlTi Global Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Tower Research Capital LLC TRC 9,644$40K0.0%+158.4%0.007%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.23,280$97K0.0%+15.4%0.016%
8/14/2025 The Manufacturers Life Insurance Company 18,157$75K0.0%+25.4%0.013%
8/12/2025 JPMorgan Chase & Co.20,113$83K0.0%-50.3%0.014%
8/8/2025 Geode Capital Management LLC1,298,545$5.39M0.0%+15.2%0.913%
6/27/2025 Goldman Sachs Group Inc.71,708$218K0.0%-40.4%0.050%
5/16/2025 Goldman Sachs Group Inc.71,708$218K0.0%-40.4%0.050%
5/16/2025 AQR Capital Management LLC13,651$42K0.0%N/A0.010%
5/16/2025 AlTi Global Inc.773,167$2.35M0.1%-5.4%0.544%
5/15/2025 Flputnam Investment Management Co.25,000$76K0.0%N/A0.018%
5/12/2025 Nuveen LLC52,080$158K0.0%N/A0.037%
5/12/2025 Invesco Ltd.37,900$115K0.0%+262.9%0.027%
5/9/2025 Charles Schwab Investment Management Inc.459,698$1.40M0.0%-1.7%0.323%
2/17/2025 BOKF NA595,894$2.41M0.0%N/A0.426%
2/17/2025 Brevan Howard Capital Management LP26,284$118K0.0%N/A0.019%
2/17/2025 Bank of America Corp DE40,500$179K0.0%+50.2%0.029%
2/17/2025 BNP Paribas Financial Markets5,590$25K0.0%N/A0.004%
2/17/2025 AlTi Global Inc.817,427$3.59M0.1%-2.2%0.585%
2/14/2025 Jane Street Group LLC13,044$58K0.0%-60.6%0.009%
2/14/2025 Northern Trust Corp336,209$1.48M0.0%+2.5%0.240%
2/14/2025 Dimensional Fund Advisors LP10,076$44K0.0%N/A0.007%
2/13/2025 Barclays PLC51,874$229K0.0%+16.7%0.037%
2/13/2025 Invesco Ltd.10,445$46K0.0%N/A0.007%
2/13/2025 Wells Fargo & Company MN20,245$89K0.0%+30.8%0.014%
2/12/2025 Geode Capital Management LLC1,095,057$4.83M0.0%+1.4%0.783%
2/12/2025Allianz SE19,318,581$85.58M2.2%N/A13.816%
2/12/2025 JPMorgan Chase & Co.80,939$357K0.0%+198.8%0.058%
2/11/2025 Intech Investment Management LLC10,350$46K0.0%N/A0.007%
2/6/2025 Granite FO LLC15,830$70K0.0%+216.6%0.011%
2/6/2025 Charles Schwab Investment Management Inc.467,415$2.06M0.0%+8.0%0.334%
2/4/2025 Bank of New York Mellon Corp81,965$361K0.0%+5.7%0.059%
12/26/2024 JPMorgan Chase & Co.27,092$101K0.0%+16.9%0.019%
11/19/2024 Barclays PLC44,457$167K0.0%+264.8%0.032%
11/16/2024 Geode Capital Management LLC1,080,189$4.04M0.0%+41.9%0.773%
11/15/2024 Barclays PLC44,457$167K0.0%+264.8%0.032%
11/15/2024 Jane Street Group LLC33,112$124K0.0%-53.5%0.024%
11/15/2024 State Street Corp540,213$2.02M0.0%+5.6%0.386%
11/14/2024 MetLife Investment Management LLC21,002$79K0.0%+129.1%0.015%
11/12/2024 Charles Schwab Investment Management Inc.432,617$1.62M0.0%+58.3%0.309%
10/31/2024 CV Advisors LLC22,656$85K0.0%N/A0.016%
Why More Investors Are Using Family Trusts to Protect Their Wealth (Ad)

For many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensuring wealth is passed on according to your wishes. Trusts may also provide shielding from creditors and lawsuits while offering potential tax advantages—especially with estate tax thresholds set to decrease in 2026. If you’re considering whether a family trust is right for you, speaking with a fiduciary financial advisor can help you decide the best path forward. We’ve created a free tool that matches you with vetted advisors in your area—each legally bound to act in your best interest.tc pixel

Click here to get your free advisor matches and start planning your legacy today.
10/3/2024 SG Americas Securities LLC16,796$63K0.0%N/A0.014%
8/15/2024 The Manufacturers Life Insurance Company14,626$76K0.0%N/A0.012%
8/15/2024 AlTi Global Inc.772,186$4.02M0.1%+1.5%0.643%
8/2/2024 Simon Quick Advisors LLC41,059$214K0.0%N/A0.034%
8/1/2024 Rhumbline Advisers37,443$195K0.0%+109.2%0.031%
7/26/2024 Bank of New York Mellon Corp106,440$555K0.0%+89.9%0.089%
5/10/2024 Vanguard Group Inc.1,593,772$9.02M0.0%+213.4%1.336%
4/30/2024Caprock Group LLC38,928$220K0.0%+11.3%0.033%
2/6/2024 Swiss National Bank55,867$489K0.0%+9.4%0.047%
1/24/2024 Mirae Asset Global Investments Co. Ltd.14,545$127K0.0%-65.6%0.012%
11/8/2023 Swiss National Bank51,067$355K0.0%+15.4%0.043%
11/6/2023 Mesirow Financial Investment Management Inc.35,666$248K1.1%+78.1%0.030%
8/4/2023 American International Group Inc.10,125$78K0.0%N/A0.009%
7/20/2023Tiedemann Advisors LLC172,097$1.32M0.1%N/A0.152%
7/17/2023 Mesirow Financial Investment Management Inc.20,024$153K0.6%N/A0.018%
5/11/2023 MMCAP International Inc. SPC11,466$115K0.0%N/A0.010%
5/11/2023 Highbridge Capital Management LLC14,604$436K0.0%N/A0.013%
(Data available from 1/1/2016 forward)

ALTI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ALTI shares?

During the previous two years, 36 institutional investors and hedge funds held shares of AlTi Global. The most heavily invested institutionals were Allianz SE ($85.58M), Vanguard Group Inc. ($9.02M), Geode Capital Management LLC ($5.39M), BOKF NA ($2.41M), AlTi Global Inc. ($2.35M), State Street Corp ($2.02M), and Northern Trust Corp ($1.48M).Learn more on AlTi Global's institutional investors.

What percentage of AlTi Global's stock is owned by institutional investors?

3.57% of AlTi Global's stock is owned by institutional investors. Learn more on ALTI's institutional investor holdings.

Which institutional investors have been buying AlTi Global's stock?

Of the 33 institutional investors that purchased AlTi Global's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allianz SE ($19.32M), Vanguard Group Inc. ($1.09M), BOKF NA ($595.89K), Geode Capital Management LLC ($504.68K), Charles Schwab Investment Management Inc. ($194.16K), Barclays PLC ($71.96K), and JPMorgan Chase & Co. ($57.77K).

How much institutional buying is happening at AlTi Global?

Institutional investors have bought a total of 21,058,302 shares in the last 24 months. This purchase volume represents approximately $92.24M in transactions.

Which of AlTi Global's major shareholders have been selling company stock?

The following institutional investors have sold AlTi Global stock in the last 24 months: Goldman Sachs Group Inc. ($97.28K), AlTi Global Inc. ($62.24K), Jane Street Group LLC ($58.16K), JPMorgan Chase & Co. ($20.38K), and Charles Schwab Investment Management Inc. ($7.72K).

How much institutional selling is happening at AlTi Global?

Institutional investors have sold a total of 245,773 shares in the last 24 months. This volume of shares sold represents approximately $848.56K in transactions.


Related Companies

This page (NASDAQ:ALTI) was last updated on 8/28/2025 by MarketBeat.com Staff
From Our Partners
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsoredtc pixel
BREAKING: The House just passed 3 pro-crypto bills!
THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.
Crypto 101 Media | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Think you missed gold’s boom? Think again
If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...
Investors Alley | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsoredtc pixel
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel