Latest Period
Q4 2025
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
75
Shares (Excl. Options)
32,052,309
Price
$4.64
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- Type / Class
- Equity / Class A Common Stock
- Symbol
- ALTI on Nasdaq
- Shares outstanding
- 107,482,753
- Price per share
- $3.84
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 32,052,309
- Total reported value
- $148,722,422
- % of total 13F portfolios
- 0%
- Share change
- -435,222
- Value change
- -$1,371,578
- Number of holders
- 75
- Price from insider filings
- $3.84
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- ALTI - AlTi Global, Inc. - Class A Common Stock is tracked under CUSIP 02157E106.
- 75 institutions reported positions in Q4 2025.
- 4 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 75 to 25 between Q4 2025 and Q1 2026.
- Reported value moved from $148,722,422 to $6,132,662.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 75 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 02157E106?
CUSIP 02157E106 identifies ALTI - AlTi Global, Inc. - Class A Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 02157E106:
Significant Owners of AlTi Global, Inc. - Class A Common Stock (ALTI) based on Schedule 13D/G filings
| 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 Dec 2025, 75 institutional investors reported holding 32,052,309 shares of AlTi Global, Inc. - Class A Common Stock (ALTI). This represents 30% of the company’s total 107,482,753 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of AlTi Global, Inc. - Class A Common Stock (ALTI) together control 29% 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 | 19% | 20,841,870 | 0% | 1.2% | $96,706,277 |
| BlackRock, Inc. | 2.5% | 2,685,781 | +0.82% | 0% | $12,462,024 |
| VANGUARD GROUP INC | 2% | 2,183,634 | +7.3% | 0% | $10,132,061 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1% | 1,130,704 | -2.7% | 0% | $5,248,016 |
| STATE STREET CORP | 0.72% | 776,258 | +8.4% | 0% | $3,601,837 |
| AlTi Global, Inc. | 0.72% | 773,174 | +0% | 0.08% | $3,586,412 |
| Yorkville Advisors Global, LP | 0.6% | 649,199 | +45% | 2% | $3,012,283 |
| BOKF, NA | 0.36% | 387,331 | -35% | 0.03% | $1,797,216 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.33% | 356,263 | -1.6% | 0% | $1,653,060 |
| NORTHERN TRUST CORP | 0.3% | 319,551 | -4.4% | 0% | $1,482,717 |
| UBS Group AG | 0.18% | 189,778 | -62% | 0% | $880,570 |
| RAYMOND JAMES FINANCIAL INC | 0.17% | 183,152 | 0% | $849,825 | |
| NewEdge Wealth, LLC | 0.11% | 119,890 | 0% | 0.01% | $556,291 |
| Summit Trail Advisors, LLC | 0.09% | 101,039 | 0% | 0.01% | $468,821 |
| Bank of New York Mellon Corp | 0.09% | 99,177 | -7.6% | 0% | $460,181 |
| MORGAN STANLEY | 0.08% | 84,995 | +25% | 0% | $394,377 |
| Permanens Capital L.P. | 0.07% | 77,817 | 0% | 0.05% | $361,071 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.07% | 74,503 | 0% | $345,694 | |
| BARCLAYS PLC | 0.06% | 67,567 | +12% | 0% | $313,511 |
| DIMENSIONAL FUND ADVISORS LP | 0.06% | 66,803 | +28% | 0% | $309,966 |
| GOLDMAN SACHS GROUP INC | 0.06% | 63,707 | +8.8% | 0% | $295,600 |
| JANE STREET GROUP, LLC | 0.05% | 54,444 | -25% | 0% | $252,620 |
| Nuveen, LLC | 0.05% | 52,080 | 0% | 0% | $241,651 |
| WELLS FARGO & COMPANY/MN | 0.05% | 48,519 | +49% | 0% | $225,128 |
| BANK OF AMERICA CORP /DE/ | 0.04% | 44,664 | +42% | 0% | $207,242 |
Institutional Holders of AlTi Global, Inc. - Class A Common Stock (ALTI) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 1,691,652 | $6,132,662 | -$37,426 | $3.62 | 25 |
| 2025 Q4 | 32,052,309 | $148,722,422 | -$1,371,578 | $4.64 | 75 |
| 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 |