What does CUSIP 02157E106 represent in this 13F holders report?

CUSIP 02157E106 is the security identifier for ALTI - AlTi Global, Inc. - Class A Common Stock used to aggregate holder disclosures.

How many institutions held ALTI - AlTi Global, Inc. - Class A Common Stock in Q4 2023?

42 institutional investors reported ALTI - AlTi Global, Inc. - Class A Common Stock for Q4 2023. Use the holders table for investor-level position and value details.

AlTi Global, Inc. - Class A Common Stock (ALTI)

CUSIP: 02157E106

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class: Equity / Class A Common Stock
Shares outstanding: 107,482,753
Total 13F shares: 4,206,519
Share change: +453,991
Total reported value: $36,824,255
Price per share: $8.76
Number of holders: 42
Value change: +$4,074,504
Number of buys: 23
Number of sells: 11

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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Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q1 2024
Previous quarter: Q3 2023

Recent filing periods for CUSIP 02157E106:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

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	3/4/5
BlackRock Finance, Inc.	13F	Company	1.2%	1,337,546	$9,309,319	—	30 Sep 2023	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	0.44%	475,469	$3,309,752	—	30 Sep 2023	13F
VANGUARD GROUP INC	13F	Company	0.43%	467,422	$3,253,256	—	30 Sep 2023	13F
STATE STREET CORP	13F	Company	0.35%	380,407	$2,647,633	—	30 Sep 2023	13F
Drew Figdor	3/4/5	Portfolio Manager, Alternatives	— class O/S missing	258,027	$2,025,512	—	07 Jun 2023	3/4/5
NORTHERN TRUST CORP	13F	Company	0.18%	192,938	$1,342,849	—	30 Sep 2023	13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F	Company	0.17%	182,448	$1,269,838	—	30 Sep 2023	13F
TIEDEMANN ADVISORS, LLC	13F	Company	0.14%	151,779	$1,056,382	—	30 Sep 2023	13F
James Edward Emerson	3/4/5	Chief Impact Officer	— class O/S missing	109,416	$858,916	—	31 May 2023	3/4/5
Pangaea Three-B, LP	3/4/5	10%+ Owner	— class O/S missing	97,352	$764,213	—	27 Dec 2022	3/4/5
Ying Christine Zhao	3/4/5	Chief Financial Officer	— class O/S missing	75,924	$596,003	—	31 May 2023	3/4/5
Alison Trauttmansdorff	3/4/5	Chief Human Resource Officer	— class O/S missing	51,728	$406,065	—	31 May 2023	3/4/5
Bank of New York Mellon Corp	13F	Company	0.05%	56,073	$390,268	—	30 Sep 2023	13F
Swiss National Bank	13F	Company	0.05%	51,067	$355,426	—	30 Sep 2023	13F
Mirae Asset Global Investments Co., Ltd.	13F	Company	0.04%	42,338	$294,672	—	30 Sep 2023	13F
Russell Investments Group, Ltd.	13F	Company	0.04%	38,990	$271,370	—	30 Sep 2023	13F
Laurie A. Birrittella	3/4/5	Chief People Officer	— class O/S missing	33,995	$266,861	—	07 Jun 2023	3/4/5
MMCAP International Inc. SPC	13F	Company	0.02%	25,000	$251,500	—	30 Sep 2023	13F
Mesirow Financial Investment Management, Inc.	13F	Company	0.03%	35,666	$248,235	—	30 Sep 2023	13F
Caprock Group, LLC	13F	Company	0.03%	35,000	$243,600	—	30 Sep 2023	13F
Nuveen Asset Management, LLC	13F	Company	0.03%	28,214	$196,369	—	30 Sep 2023	13F
Elias Diaz-Sese	3/4/5	Director	— class O/S missing	25,000	$196,250	—	24 Jan 2023	3/4/5
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	13F	Company	0.02%	25,151	$175,051	—	30 Sep 2023	13F
KABAT KEVIN T	3/4/5	Director	— class O/S missing	20,262	$159,057	—	31 May 2023	3/4/5
Legal & General Group Plc	13F	Company	0.02%	22,248	$154,847	—	30 Sep 2023	13F
GOLDMAN SACHS GROUP INC	13F	Company	0.02%	19,189	$133,555	—	30 Sep 2023	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.02%	17,129	$119,218	—	30 Sep 2023	13F
RHUMBLINE ADVISERS	13F	Company	0.02%	17,047	$118,642	—	30 Sep 2023	13F
MARSHALL WACE, LLP	13F	Company	0.01%	14,998	$104,386	—	30 Sep 2023	13F
Hazel McNeilage	3/4/5	Director	— class O/S missing	13,111	$102,921	—	31 May 2023	3/4/5
JPMORGAN CHASE & CO	13F	Company	0.01%	14,742	$102,604	—	30 Sep 2023	13F
CREDIT SUISSE AG/	13F	Company	0.01%	14,712	$102,396	—	30 Sep 2023	13F
UBS Group AG	13F	Company	0.01%	14,437	$100,481	—	30 Sep 2023	13F
Bertrand P. Grabowski	3/4/5	Director	— class O/S missing	12,500	$98,125	—	20 Jan 2023	3/4/5
Daniel Jeremy Karp	3/4/5	Director	— class O/S missing	12,500	$98,125	—	20 Jan 2023	3/4/5
MetLife Investment Management, LLC	13F	Company	0.01%	11,993	$83,471	—	30 Sep 2023	13F
Invesco Ltd.	13F	Company	0.01%	11,474	$79,859	—	30 Sep 2023	13F
AMERICAN INTERNATIONAL GROUP, INC.	13F	Company	0.01%	10,498	$73,066	—	30 Sep 2023	13F
MORGAN STANLEY	13F	Company	0.01%	10,479	$72,934	—	30 Sep 2023	13F
DEUTSCHE BANK AG\	13F	Company	0.01%	8,191	$57,010	—	30 Sep 2023	13F
BARCLAYS PLC	13F	Company	0.01%	8,012	$55,763	—	30 Sep 2023	13F
WELLS FARGO & COMPANY/MN	13F	Company	0%	4,253	$29,601	—	30 Sep 2023	13F
AMALGAMATED BANK	13F	Company	0%	3,189	$22,000	—	30 Sep 2023	13F
Tower Research Capital LLC (TRC)	13F	Company	0%	1,770	$12,319	—	30 Sep 2023	13F
Ameritas Investment Partners, Inc.	13F	Company	0%	1,737	$12,090	—	30 Sep 2023	13F
METROPOLITAN LIFE INSURANCE CO/NY	13F	Company	0%	1,243	$8,651	—	30 Sep 2023	13F
NEW YORK STATE COMMON RETIREMENT FUND	13F	Company	0%	1,071	$7,454	—	30 Sep 2023	13F
FEDERATED HERMES, INC.	13F	Company	0%	847	$5,895	—	30 Sep 2023	13F
FMR LLC	13F	Company	0%	525	$3,654	—	30 Sep 2023	13F

Institutional Holders of AlTi Global, Inc. - Class A Common Stock (ALTI) as of Q4 2023

As of 31 Dec 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 4,206,519 shares. The largest 10 holders included BlackRock Inc., GEODE CAPITAL MANAGEMENT, LLC, VANGUARD GROUP INC, STATE STREET CORP, NORTHERN TRUST CORP, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, AlTi Global, Inc., Bank of New York Mellon Corp, Swiss National Bank, and MORGAN STANLEY. This page lists 42 institutional shareholders reporting positions in this security for the Q4 2023 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders

Q4 2023 holders

Holder diff

Investor	Q3 2023 Shares	Q4 2023 Shares	Share Diff	Share Chg %	Q3 2023 Value $	Q4 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.