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
$4.88
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
32,052,298
Total reported value
$148,722,371
% of total 13F portfolios
0%
Share change
-435,223
Value change
-$1,371,583
Number of holders
74
Price from insider filings
$4.88
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 31 Dec 2025, 74 institutional investors reported holding 32,052,298 shares of AlTi Global, Inc. - Class A Common Stock, Par Value $0.0001 Per Share (ALTI). This represents 31% 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 0% 1.2% $96,706,277
BlackRock, Inc. 2.6% 2,685,781 +0.82% 0% $12,462,024
VANGUARD GROUP INC 2.1% 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 0.75% 776,258 +8.4% 0% $3,601,837
AlTi Global, Inc. 0.75% 773,174 +0% 0.08% $3,586,412
Yorkville Advisors Global, LP 0.63% 649,199 +45% 2% $3,012,283
BOKF, NA 0.38% 387,331 -35% 0.03% $1,797,216
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.35% 356,263 -1.6% 0% $1,653,060
NORTHERN TRUST CORP 0.31% 319,551 -4.4% 0% $1,482,717
UBS Group AG 0.18% 189,778 -62% 0% $880,570
RAYMOND JAMES FINANCIAL INC 0.18% 183,152 0% $849,825
NewEdge Wealth, LLC 0.12% 119,890 0% 0.01% $556,291
Summit Trail Advisors, LLC 0.1% 101,039 0% 0.01% $468,821
Bank of New York Mellon Corp 0.1% 99,177 -7.6% 0% $460,181
MORGAN STANLEY 0.08% 84,995 +25% 0% $394,377
Permanens Capital L.P. 0.08% 77,817 0% 0.05% $361,071
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.07% 74,503 0% $345,694
BARCLAYS PLC 0.07% 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, 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 32,052,298 $148,722,371 -$1,371,583 $4.64 74
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