Latest Period
Q1 2026
Security Snapshot
AlTi Global, Inc. - Class A Common Stock (ALTI) Institutional Ownership
CUSIP: 02157E106
13F Institutional Holders and Ownership History from Q2 2023 to Q1 2026
Institutions Reporting
83
Shares (Excl. Options)
33,487,588
Price
$3.62
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- Security type / class
- Equity / Class A Common Stock
- Symbol
- ALTI on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 33,487,588
- Total 13F value
- $121,269,187
- Portfolio coverage rank
- 0%
- Share change
- +1,453,307
- Value change
- +$5,238,127
- Number of holders
- 83
- Shares outstanding
- 107,482,753
- SEC-reported price per share
- $3.26
- Insider filing price
- $3.26
Latest holder snapshot
5 signals
Issuer context
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- ALTI - AlTi Global, Inc. - Class A Common Stock is tracked under CUSIP 02157E106.
- 83 institutions reported positions in Q1 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 76 to 83 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $148,722,510 to $121,269,187.
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
Open SEC Evidence
Latest holder context comes from 83 institutions filings for Q1 2026.
Security key
02157E106
Latest holder period
Q1 2026
13F holders
83
13D/G owners
4
CIK / CUSIP context first
Open Q1 2026 holders
ALTI full holder history
AlTi Global, Inc. SEC filings
AlTi Global, Inc. company facts
AlTi Global, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 02157E106:
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 31 Mar 2026, 83 institutional investors reported holding 33,487,588 shares of AlTi Global, Inc. - Class A Common Stock (ALTI). This represents 31% of the company’s total 107,482,753 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
30%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Allianz SE | 20% | 21,707,214 | +4.2% | 0.87% | $78,580,115 |
| BlackRock, Inc. | 2.5% | 2,646,924 | -1.4% | 0% | $9,581,865 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.5% | 1,637,567 | 0% | 0% | $5,927,993 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1% | 1,147,272 | +1.5% | 0% | $4,154,394 |
| STATE STREET CORP | 0.78% | 835,708 | +7.7% | 0% | $3,025,263 |
| AlTi Global, Inc. | 0.72% | 773,167 | -0% | 0.06% | $2,807,797 |
| Yorkville Advisors Global, LP | 0.72% | 773,000 | +19% | 1.9% | $2,798,260 |
| BOKF, NA | 0.33% | 357,536 | -7.7% | 0.02% | $1,294,280 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.32% | 346,990 | -2.6% | 0% | $1,256,104 |
| NORTHERN TRUST CORP | 0.31% | 330,717 | +3.5% | 0% | $1,197,196 |
| RAYMOND JAMES FINANCIAL INC | 0.28% | 304,332 | +66% | 0% | $1,101,682 |
| VANGUARD FIDUCIARY TRUST CO | 0.26% | 283,386 | 0% | 0% | $1,025,857 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.23% | 249,485 | 0% | 0% | $903,136 |
| ARP Global Capital Ltd | 0.21% | 225,100 | 0.48% | $814,862 | |
| BlueCrest Capital Management Ltd | 0.19% | 198,947 | 0.07% | $720,188 | |
| UBS Group AG | 0.16% | 169,298 | -11% | 0% | $612,859 |
| NewEdge Wealth, LLC | 0.11% | 122,390 | +2.1% | 0.01% | $443,053 |
| Summit Trail Advisors, LLC | 0.09% | 101,039 | 0% | 0.01% | $365,761 |
| GOLDMAN SACHS GROUP INC | 0.09% | 99,563 | +56% | 0% | $360,419 |
| Bank of New York Mellon Corp | 0.09% | 98,806 | -0.37% | 0% | $357,678 |
| DIMENSIONAL FUND ADVISORS LP | 0.09% | 97,681 | +46% | 0% | $353,556 |
| Permanens Capital L.P. | 0.08% | 82,581 | +6.1% | 0.04% | $298,943 |
| MORGAN STANLEY | 0.06% | 68,571 | -19% | 0% | $248,228 |
| AQR CAPITAL MANAGEMENT LLC | 0.06% | 60,321 | +61% | 0% | $218,362 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.05% | 54,355 | -27% | 0% | $196,765 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
12
Latest
Q1 2026
Rows shown
1-12 of 12
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 33,487,588 | $121,269,187 | +$5,238,127 | $3.62 | 83 |
| 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 |