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AlTi Global (ALTI) Institutional Ownership

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$3.78 -0.06 (-1.54%)
As of 10:04 AM Eastern
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Institutional Ownership Changes (13F Filings) for AlTi Global (NASDAQ:ALTI)

Current
Institutional Ownership
Percentage
3.57%
Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$12.19M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.81M
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ALTI Institutional Buying and Selling by Quarter

AlTi Global Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026 Yorkville Advisors Global LP773,000$2.80M1.7%+19.1%0.513%
5/7/2026 Dimensional Fund Advisors LP97,681$354K0.0%+46.2%0.065%
5/6/2026 Simon Quick Advisors LLC25,938$94K0.0%N/A0.017%
2/18/2026 XTX Topco Ltd13,549$63K0.0%N/A0.009%
2/18/2026 Millennium Management LLC11,677$54K0.0%-54.3%0.008%
2/17/2026 AQR Capital Management LLC37,424$174K0.0%+8.2%0.026%
2/17/2026 GAM Holding AG25,780$120K0.0%N/A0.018%
2/17/2026 Price T Rowe Associates Inc. MD27,873$130K0.0%+28.6%0.019%
2/17/2026 Royal Bank of Canada5,499$26K0.0%-86.7%0.004%
2/16/2026 Barclays PLC67,567$314K0.0%+11.6%0.046%
2/13/2026 The Manufacturers Life Insurance Company 13,399$62K0.0%-20.1%0.009%
2/13/2026 Charles Schwab Investment Management Inc.356,263$1.65M0.0%-1.6%0.243%
2/13/2026 State Street Corp776,258$3.60M0.0%+8.4%0.529%
2/13/2026 Wells Fargo & Company MN48,519$225K0.0%+48.7%0.033%
2/12/2026 Jane Street Group LLC54,444$253K0.0%-25.5%0.037%
2/12/2026 MetLife Investment Management LLC16,468$76K0.0%-36.5%0.011%
2/12/2026 Dimensional Fund Advisors LP66,803$310K0.0%+28.1%0.046%
2/11/2026 Deutsche Bank AG30,029$139K0.0%N/A0.020%
2/10/2026 Yorkville Advisors Global LP649,199$3.01M1.9%+45.1%0.443%
2/10/2026 Goldman Sachs Group Inc.63,707$296K0.0%+8.8%0.043%
2/9/2026 Geode Capital Management LLC1,130,704$5.25M0.0%-2.7%0.771%
2/3/2026 BOKF NA387,331$1.80M0.0%-35.0%0.264%
1/20/2026 Stratos Wealth Partners LTD.10,000$46K0.0%-66.7%0.007%
1/1/2026 JPMorgan Chase & Co.50,238$179K0.0%+149.8%0.034%
11/18/2025 Yorkville Advisors Global LP447,500$1.59M0.3%N/A0.305%
11/17/2025 Millennium Management LLC25,535$91K0.0%N/A0.017%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.20,009$71K0.0%-14.1%0.014%
11/17/2025 Citadel Advisors LLC35,394$126K0.0%N/A0.024%
11/17/2025 Brevan Howard Capital Management LP39,327$138K0.0%+42.5%0.027%
11/17/2025 Bank of America Corp DE31,553$112K0.0%+28.2%0.022%
11/13/2025 UBS Group AG498,085$1.77M0.0%-3.4%0.340%
11/13/2025 BNP Paribas Financial Markets8,729$31K0.0%+110.4%0.006%
11/12/2025 George Kaiser Family Foundation291,763$1.04M0.1%N/A0.199%
11/12/2025 Dimensional Fund Advisors LP52,162$186K0.0%+35.0%0.036%
11/12/2025Allianz SE20,841,870$74.20M1.6%+7.9%14.212%
11/12/2025 Intech Investment Management LLC18,494$66K0.0%-15.9%0.013%
11/7/2025Vanguard Group Inc.2,035,023$7.25M0.0%-13.3%1.388%
11/7/2025 JPMorgan Chase & Co.50,238$179K0.0%+149.8%0.034%
11/6/2025 Prescott Group Capital Management L.L.C.291,763$1.04M0.1%N/A0.199%
11/6/2025 Stratos Wealth Partners LTD.30,000$107K0.0%N/A0.020%
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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%
5/16/2025Goldman Sachs Group Inc.71,708$218K0.0%-40.4%0.050%
5/16/2025AQR Capital Management LLC13,651$42K0.0%N/A0.010%
5/16/2025AlTi Global Inc.773,167$2.35M0.1%-5.4%0.544%
5/15/2025Flputnam Investment Management Co.25,000$76K0.0%N/A0.018%
5/12/2025Nuveen LLC52,080$158K0.0%N/A0.037%
5/12/2025Invesco Ltd.37,900$115K0.0%+262.9%0.027%
5/9/2025Charles Schwab Investment Management Inc.459,698$1.40M0.0%-1.7%0.323%
2/17/2025BOKF NA595,894$2.41M0.0%N/A0.426%
2/17/2025Brevan Howard Capital Management LP26,284$118K0.0%N/A0.019%
2/17/2025Bank of America Corp DE40,500$179K0.0%+50.2%0.029%
2/17/2025BNP Paribas Financial Markets5,590$25K0.0%N/A0.004%
2/17/2025AlTi Global Inc.817,427$3.59M0.1%-2.2%0.585%
2/14/2025Jane Street Group LLC13,044$58K0.0%-60.6%0.009%
2/14/2025Northern Trust Corp336,209$1.48M0.0%+2.5%0.240%
2/14/2025Dimensional Fund Advisors LP10,076$44K0.0%N/A0.007%
2/13/2025Barclays PLC51,874$229K0.0%+16.7%0.037%
2/13/2025Invesco Ltd.10,445$46K0.0%N/A0.007%
2/13/2025Wells Fargo & Company MN20,245$89K0.0%+30.8%0.014%
2/12/2025Geode Capital Management LLC1,095,057$4.83M0.0%+1.4%0.783%
2/12/2025Allianz SE19,318,581$85.58M2.2%N/A13.816%
2/12/2025JPMorgan Chase & Co.80,939$357K0.0%+198.8%0.058%
2/11/2025Intech Investment Management LLC10,350$46K0.0%N/A0.007%
2/6/2025Granite FO LLC15,830$70K0.0%+216.6%0.011%
2/6/2025Charles Schwab Investment Management Inc.467,415$2.06M0.0%+8.0%0.334%
2/4/2025Bank of New York Mellon Corp81,965$361K0.0%+5.7%0.059%
12/26/2024JPMorgan Chase & Co.27,092$101K0.0%+16.9%0.019%
11/19/2024Barclays PLC44,457$167K0.0%+264.8%0.032%
11/16/2024Geode Capital Management LLC1,080,189$4.04M0.0%+41.9%0.773%
11/15/2024Barclays PLC44,457$167K0.0%+264.8%0.032%
11/15/2024Jane Street Group LLC33,112$124K0.0%-53.5%0.024%
11/15/2024State Street Corp540,213$2.02M0.0%+5.6%0.386%
11/14/2024MetLife Investment Management LLC21,002$79K0.0%+129.1%0.015%
11/12/2024Charles Schwab Investment Management Inc.432,617$1.62M0.0%+58.3%0.309%
10/31/2024CV Advisors LLC22,656$85K0.0%N/A0.016%
10/3/2024SG Americas Securities LLC16,796$63K0.0%N/A0.014%
8/15/2024The Manufacturers Life Insurance Company14,626$76K0.0%N/A0.012%
8/15/2024AlTi Global Inc.772,186$4.02M0.1%+1.5%0.643%
8/2/2024Simon Quick Advisors LLC41,059$214K0.0%N/A0.034%
8/1/2024Rhumbline Advisers37,443$195K0.0%+109.2%0.031%
7/26/2024Bank of New York Mellon Corp106,440$555K0.0%+89.9%0.089%
5/10/2024Vanguard Group Inc.1,593,772$9.02M0.0%+213.4%1.336%
4/30/2024Caprock Group LLC38,928$220K0.0%+11.3%0.033%
2/6/2024Swiss National Bank55,867$489K0.0%+9.4%0.047%
1/24/2024Mirae Asset Global Investments Co. Ltd.14,545$127K0.0%-65.6%0.012%
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11/8/2023Swiss National Bank51,067$355K0.0%+15.4%0.043%
11/6/2023Mesirow Financial Investment Management Inc.35,666$248K1.1%+78.1%0.030%
8/4/2023American International Group Inc.10,125$78K0.0%N/A0.009%
7/20/2023Tiedemann Advisors LLC172,097$1.32M0.1%N/A0.152%
7/17/2023Mesirow Financial Investment Management Inc.20,024$153K0.6%N/A0.018%
5/11/2023MMCAP International Inc. SPC11,466$115K0.0%N/A0.010%
5/11/2023Highbridge Capital Management LLC14,604$436K0.0%N/A0.013%


ALTI Institutional Ownership - Frequently Asked Questions

During the previous two years, 43 institutional investors and hedge funds held shares of AlTi Global. The most heavily invested institutionals were Allianz SE ($74.20M), Vanguard Group Inc. ($7.25M), Geode Capital Management LLC ($5.25M), State Street Corp ($3.60M), Yorkville Advisors Global LP ($2.80M), AlTi Global Inc. ($2.35M), and BOKF NA ($1.80M).Learn more on AlTi Global's institutional investors.

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

Of the 38 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 ($20.84M), Yorkville Advisors Global LP ($773K), BOKF NA ($595.89K), Geode Capital Management LLC ($504.68K), George Kaiser Family Foundation ($291.76K), Prescott Group Capital Management L.L.C. ($291.76K), and Charles Schwab Investment Management Inc. ($194.16K).

Institutional investors have bought a total of 3,305,841 shares in the last 24 months. This purchase volume represents approximately $12.19M in transactions.

Of the 13 institutional investors that sold AlTi Global's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vanguard Group Inc. ($312.98K), BOKF NA ($208.56K), Royal Bank of Canada ($35.87K), Geode Capital Management LLC ($31.90K), Stratos Wealth Partners LTD. ($20K), Jane Street Group LLC ($18.60K), and UBS Group AG ($17.78K).

Institutional investors have sold a total of 684,941 shares in the last 24 months. This volume of shares sold represents approximately $2.81M in transactions.


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Institutional ownership data for NASDAQ:ALTI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/13/2026. New 13F filings are added each quarter as they're published.
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