AlTi Global, Inc. - Class A Common Stock (ALTI)
CUSIP: 02157E106
Q2 2023 13F Holders as of 30 Jun 2023
- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 107,482,753
- Total 13F shares
- 3,612,259
- Share change
- +3,612,259
- Total reported value
- $27,670,453
- Price per share
- $7.66
- Number of holders
- 42
- Value change
- +$27,670,453
- Number of buys
- 42
Quarterly Holders Quick Answers
What is CUSIP 02157E106?
CUSIP 02157E106 identifies ALTI - AlTi Global, Inc. - Class A Common Stock in SEC institutional holdings data.
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- Latest 13F filings for newly reported positions across managers.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Newer quarter: Q3 2023
Recent filing periods for CUSIP 02157E106:
Top shareholders of ALTI - AlTi Global, Inc. - Class A Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Global Goldfield Ltd |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
10,426,163
|
$81,845,380 | — | 07 Jun 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
309,912
|
$3,886,296 | — | 31 Mar 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
296,273
|
$3,715,263 | — | 31 Mar 2023 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
—
class O/S missing
|
256,429
|
$3,215,620 | — | 31 Mar 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
238,323
|
$2,988,570 | — | 31 Mar 2023 | |
| Drew Figdor |
3/4/5
|
Portfolio Manager, Alternatives |
—
class O/S missing
|
258,027
|
$2,025,512 | — | 07 Jun 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
118,202
|
$1,482,253 | — | 31 Mar 2023 | |
| James Edward Emerson |
3/4/5
|
Chief Impact Officer |
—
class O/S missing
|
109,416
|
$858,916 | — | 31 May 2023 | |
| Pangaea Three-B, LP |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
97,352
|
$764,213 | — | 27 Dec 2022 | |
| Ying Christine Zhao |
3/4/5
|
Chief Financial Officer |
—
class O/S missing
|
75,924
|
$596,003 | — | 31 May 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
41,012
|
$514,290 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
41,010
|
$514,266 | — | 31 Mar 2023 | |
| Alison Trauttmansdorff |
3/4/5
|
Chief Human Resource Officer |
—
class O/S missing
|
51,728
|
$406,065 | — | 31 May 2023 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
25,800
|
$323,532 | — | 31 Mar 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
21,396
|
$268,306 | — | 31 Mar 2023 | |
| Laurie A. Birrittella |
3/4/5
|
Chief People Officer |
—
class O/S missing
|
33,995
|
$266,861 | — | 07 Jun 2023 | |
| HRT FINANCIAL LP |
13F
|
Company |
—
class O/S missing
|
19,865
|
$249,000 | — | 31 Mar 2023 | |
| Elias Diaz-Sese |
3/4/5
|
Director |
—
class O/S missing
|
25,000
|
$196,250 | — | 24 Jan 2023 | |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
14,604
|
$183,000 | — | 31 Mar 2023 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
14,491
|
$181,717 | — | 31 Mar 2023 | |
| KABAT KEVIN T |
3/4/5
|
Director |
—
class O/S missing
|
20,262
|
$159,057 | — | 31 May 2023 | |
| BARCLAYS PLC |
13F
|
Company |
—
class O/S missing
|
9,244
|
$115,920 | — | 31 Mar 2023 | |
| MMCAP International Inc. SPC |
13F
|
Company |
—
class O/S missing
|
11,466
|
$115,348 | — | 31 Mar 2023 | |
| Hazel McNeilage |
3/4/5
|
Director |
—
class O/S missing
|
13,111
|
$102,921 | — | 31 May 2023 | |
| Bertrand P. Grabowski |
3/4/5
|
Director |
—
class O/S missing
|
12,500
|
$98,125 | — | 20 Jan 2023 | |
| Daniel Jeremy Karp |
3/4/5
|
Director |
—
class O/S missing
|
12,500
|
$98,125 | — | 20 Jan 2023 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
—
class O/S missing
|
5,721
|
$71,741 | — | 31 Mar 2023 | |
| Cubist Systematic Strategies, LLC |
13F
|
Company |
—
class O/S missing
|
5,023
|
$62,988 | — | 31 Mar 2023 | |
| CITIGROUP INC |
13F
|
Company |
—
class O/S missing
|
4,493
|
$56,342 | — | 31 Mar 2023 | |
| Middle East Fze Point72 |
13F
|
Individual |
—
class O/S missing
|
3,975
|
$49,847 | — | 31 Mar 2023 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
—
class O/S missing
|
1,093
|
$14,000 | — | 31 Mar 2023 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
359
|
$4,502 | — | 31 Mar 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
159
|
$1,994 | — | 31 Mar 2023 | |
| Larson Financial Group LLC |
13F
|
Company |
—
class O/S missing
|
11
|
$138 | — | 31 Mar 2023 | |
| DUPONT CAPITAL MANAGEMENT CORP |
13F
|
Company |
—
class O/S missing
|
4
|
$50 | — | 31 Mar 2023 |
Institutional Holders of AlTi Global, Inc. - Class A Common Stock (ALTI) as of Q2 2023
As of 30 Jun 2023,
AlTi Global, Inc. - Class A Common Stock (ALTI) was held by
42 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,612,259 shares.
The largest 10 holders included
BlackRock Inc., GEODE CAPITAL MANAGEMENT, LLC, VANGUARD GROUP INC, STATE STREET CORP, NORTHERN TRUST CORP, TIEDEMANN ADVISORS, LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Invesco Ltd., Bank of New York Mellon Corp, and Swiss National Bank.
This page lists
42
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q4 2025 Across Filers
Q4 2025 holders
75
Q2 2023 holders
42
Holder diff
-33
| Investor | Q4 2025 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q2 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.