Security Snapshot

AlTi Global, Inc. - Class A Common Stock (ALTI) Institutional Ownership

CUSIP: 02157E106

13F Institutional Holders and Ownership History from Q2 2023 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

75

Shares (Excl. Options)

34.9MFull value: 34,902,703 · shares · 30 Jun 2026

Price

$3.61

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Security type / class
Equity / Class A Common Stock
Symbol
ALTI on Nasdaq
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
34,902,703
Latest holder snapshot 5 signals
Total 13F value
$126,000,972
Portfolio coverage rank
0%
Share change
+1,074,014
Value change
+$3,864,974
Number of holders
75
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
107,482,753
SEC-reported price per share
$2.55
Insider filing price
$2.55
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • ALTI - AlTi Global, Inc. - Class A Common Stock is tracked under CUSIP 02157E106.
  • 75 institutions reported positions in Q2 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 84 to 75 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $122.54MFull value: $122,536,187 · USD · 31 Mar 2026
    to
    $126MFull value: $126,000,972 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 75 institutions filings for Q2 2026.

Open SEC evidence

Security key

02157E106

13F reference period

Q2 2026

13F holders

75

13D/G owners

4

CIK / CUSIP context first

Open Q2 2026 holders ALTI full holder history AlTi Global, Inc. SEC filings AlTi Global, Inc. company facts AlTi Global, Inc. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
4
Security
ALTI
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
ALLIANZ SE 25% -4.6% $122,051,968 26,707,214 0% ALLIANZ SE 02 Apr 2026
Tiedemann Michael 9.8% $50,701,707 11,094,465 Tiedemann Michael 30 Mar 2026
Islet Management, LP 5.3% $21,688,400 5,422,100 Islet Management, LP 17 Nov 2025
Yu Peter 4.9% $19,221,457 5,309,648 Peter Yu 22 Apr 2026
As of 30 Jun 2026, 75 institutional investors reported holding
34.9MFull value: 34,902,703 · shares · 30 Jun 2026
shares of AlTi Global, Inc. - Class A Common Stock (ALTI). This represents 32% of the company’s total
107.48MFull value: 107,482,753 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
32%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Allianz SE 20% 21,707,214 0% 0.83% $78,363,043
BlackRock, Inc. 3% 3,181,284 +20% 0% $11,484,436
VANGUARD CAPITAL MANAGEMENT LLC 1.9% 2,014,518 +23% 0% $7,272,410
GEODE CAPITAL MANAGEMENT, LLC 1.2% 1,289,528 +12% 0% $4,656,550
STATE STREET CORP 0.79% 847,248 +1.4% 0% $3,058,565
BlueCrest Capital Management Ltd 0.77% 825,000 +315% 0.13% $2,978,250
AlTi Global, Inc. 0.72% 773,167 0% 0.06% $2,791,133
NORTHERN TRUST CORP 0.37% 400,719 +21% 0% $1,446,596
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.34% 369,491 +6.5% 0% $1,333,863
BOKF, NA 0.33% 357,536 0% 0.02% $1,290,705
VANGUARD PORTFOLIO MANAGEMENT LLC 0.31% 338,450 +36% 0% $1,221,805
VANGUARD FIDUCIARY TRUST CO 0.29% 315,755 +11% 0% $1,139,876
UBS Group AG 0.29% 306,625 +81% 0% $1,106,916
RAYMOND JAMES FINANCIAL INC 0.23% 247,895 -19% 0% $894,901
DIMENSIONAL FUND ADVISORS LP 0.19% 202,742 +108% 0% $731,899
Squarepoint Ops LLC 0.16% 176,549 0% $637,342
GAM Holding AG 0.16% 175,000 -50% 0.05% $631,750
NewEdge Wealth, LLC 0.11% 122,390 0% 0% $441,829
Bank of New York Mellon Corp 0.1% 109,599 +11% 0% $395,653
Summit Trail Advisors, LLC 0.1% 109,339 +8.2% 0% $394,714
MORGAN STANLEY 0.1% 103,680 +51% 0% $374,285
AQR CAPITAL MANAGEMENT LLC 0.1% 103,197 +71% 0% $372,541
Nuveen, LLC 0.07% 73,478 +41% 0% $265,255
GOLDMAN SACHS GROUP INC 0.05% 49,624 -50% 0% $179,143
DEUTSCHE BANK AG\ 0.05% 48,971 +33% 0% $176,785

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
14
Headline period
Q2 2026
Rows shown
1-14 of 14
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 838,949 $2,508,627 +$155,299 $3.00 13
2026 Q2 34,902,703 $126,000,972 +$3,864,974 $3.61 75
2026 Q1 33,837,588 $122,536,187 +$6,411,803 $3.62 84
2025 Q4 32,052,328 $148,722,510 -$1,371,564 $4.64 76
2025 Q3 32,486,265 $115,702,269 +$6,654,292 $3.56 73
2025 Q2 30,597,427 $127,030,939 +$4,593,559 $4.15 63
2025 Q1 29,511,481 $89,717,623 -$556,835 $3.04 57
2024 Q4 29,675,465 $131,027,706 +$6,084,551 $4.41 57
2024 Q3 28,269,883 $105,733,137 +$76,688,899 $3.74 53
2024 Q2 7,260,215 $37,829,423 +$7,327,637 $5.21 46
2024 Q1 5,843,762 $33,076,295 +$9,113,890 $5.66 39
2023 Q4 4,206,519 $36,824,255 +$4,074,504 $8.76 42
2023 Q3 3,710,362 $25,824,641 +$618,027 $6.96 40
2023 Q2 3,612,259 $27,670,453 +$27,670,453 $7.66 42
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