AlTi Global, Inc. - Class A Common Stock, Par Value $0.0001 Per Share (ALTI) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2023 to Q4 2025

Type / Class
Equity / Class A Common Stock, Par Value $0.0001 Per Share
Symbol
ALTI on Nasdaq
Shares outstanding
102,886,148
Price per share
$4.65
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
32,486,065
Total reported value
$115,701,557
% of total 13F portfolios
0%
Share change
+1,884,257
Value change
+$6,654,292
Number of holders
72
Price from insider filings
$4.65
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of AlTi Global, Inc. - Class A Common Stock, Par Value $0.0001 Per Share (ALTI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Islet Management, LP 5.3% $21,688,400 5,422,100 Islet Management, LP 17 Nov 2025

As of 30 Sep 2025, 72 institutional investors reported holding 32,486,065 shares of AlTi Global, Inc. - Class A Common Stock, Par Value $0.0001 Per Share (ALTI). This represents 32% of the company’s total 102,886,148 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of AlTi Global, Inc. - Class A Common Stock, Par Value $0.0001 Per Share (ALTI) together control 31% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Allianz SE 20% 20,841,870 +7.9% 1.6% $74,197,057
BlackRock, Inc. 2.6% 2,663,874 -8.4% 0% $9,483,392
VANGUARD GROUP INC 2% 2,035,023 -13% 0% $7,244,682
GEODE CAPITAL MANAGEMENT, LLC 1.1% 1,162,603 -10% 0% $4,140,116
AlTi Global, Inc. 0.75% 773,170 +0% 0.06% $2,752,485
STATE STREET CORP 0.7% 716,081 +5.3% 0% $2,549,248
BOKF, NA 0.58% 595,894 0% 0.03% $2,121,383
UBS Group AG 0.48% 498,085 -3.4% 0% $1,773,182
Yorkville Advisors Global, LP 0.43% 447,500 0.63% $1,593,100
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.35% 362,044 -29% 0% $1,288,877
NORTHERN TRUST CORP 0.32% 334,344 -9.9% 0% $1,190,264
Prescott Group Capital Management, L.L.C. 0.28% 291,763 0.11% $1,038,676
George Kaiser Family Foundation 0.28% 291,763 0.15% $1,038,676
NewEdge Wealth, LLC 0.12% 119,890 0% 0.01% $479,561
Bank of New York Mellon Corp 0.1% 107,306 +18% 0% $382,009
Summit Trail Advisors, LLC 0.1% 101,039 0% 0% $359,699
Permanens Capital L.P. 0.08% 77,817 0% 0.04% $277,029
JANE STREET GROUP, LLC 0.07% 73,039 0% $260,018
MORGAN STANLEY 0.07% 68,141 -24% 0% $242,583
BARCLAYS PLC 0.06% 60,556 -16% 0% $215,579
GOLDMAN SACHS GROUP INC 0.06% 58,529 +128% 0% $208,363
DIMENSIONAL FUND ADVISORS LP 0.05% 52,162 +35% 0% $185,697
Nuveen, LLC 0.05% 52,080 0% 0% $185,405
JPMORGAN CHASE & CO 0.05% 50,238 +150% 0% $178,848
ROYAL BANK OF CANADA 0.04% 41,194 -4.9% 0% $147,000

Institutional Holders of AlTi Global, Inc. - Class A Common Stock, Par Value $0.0001 Per Share (ALTI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 10,033 $46,554 -$106,861 $4.65 2
2025 Q3 32,486,065 $115,701,557 +$6,654,292 $3.56 72
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