AlTi Global, Inc. - Class A Common Stock, par value $0.0001 per share (ALTI)

Q: 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, par value $0.0001 per share used to aggregate holder disclosures.

Q: How many institutions held ALTI - AlTi Global, Inc. - Class A Common Stock, par value $0.0001 per share in Q2 2024?

46 institutional investors reported ALTI - AlTi Global, Inc. - Class A Common Stock, par value $0.0001 per share for Q2 2024. Use the holders table for investor-level position and value details.

CUSIP: 02157E106

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class: Equity / Class A Common Stock, par value $0.0001 per share
Shares outstanding: 107,430,466
Total 13F shares: 7,260,215
Share change: +1,419,556
Total reported value: $37,829,423
Price per share: $5.21
Number of holders: 46
Value change: +$7,327,637
Number of buys: 31
Number of sells: 17

Quarterly Holders Quick Answers

What is CUSIP 02157E106?
CUSIP 02157E106 identifies ALTI - AlTi Global, Inc. - Class A Common Stock, par value $0.0001 per share in SEC institutional holdings data.

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Related Filing Research

Latest 13F filings for newly reported positions.
Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
Latest 10-Q/10-K reports for financial context tied to this issuer.
Recent insider transactions for executive and insider activity.
SEC investors directory and top value investors for manager drilldown.
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Explore More Reporting Periods

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

Newer quarter: Q3 2024
Previous quarter: Q1 2024

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, par value $0.0001 per share (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
VANGUARD GROUP INC	13F	Company	1.5%	1,593,772	$9,020,749	—	31 Mar 2024	13F
BlackRock Finance, Inc.	13F	Company	1.4%	1,497,460	$8,475,624	—	31 Mar 2024	13F
AlTi Global, Inc.	13F	Company	0.71%	760,970	$4,307,090	—	31 Mar 2024	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	0.53%	567,436	$3,212,081	—	31 Mar 2024	13F
STATE STREET CORP	13F	Company	0.38%	411,023	$2,326,390	—	31 Mar 2024	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	0.2%	214,640	$1,214,862	—	31 Mar 2024	13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F	Company	0.19%	203,535	$1,152,008	—	31 Mar 2024	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
Nancy Ann Curtin	3/4/5	Chief Investment Officer, Director	— mixed-class rows	145,995 mixed-class rows	$748,586	—	04 Jun 2024	3/4/5
Craig Lindsay Smith	3/4/5	Chair of Global Wealth Management, Director	— mixed-class rows	2,161,266 mixed-class rows	$597,912	—	11 Mar 2024	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%	56,061	$317,305	—	31 Mar 2024	13F
Swiss National Bank	13F	Company	0.05%	55,867	$316,207	—	31 Mar 2024	13F
Laurie A. Birrittella	3/4/5	Chief People Officer	— class O/S missing	33,995	$266,861	—	07 Jun 2023	3/4/5
JPMORGAN CHASE & CO	13F	Company	0.04%	38,941	$220,406	—	31 Mar 2024	13F
Caprock Group, LLC	13F	Company	0.04%	38,928	$220,332	—	31 Mar 2024	13F
MORGAN STANLEY	13F	Company	0.03%	36,853	$208,587	—	31 Mar 2024	13F
GOLDMAN SACHS GROUP INC	13F	Company	0.03%	35,271	$199,634	—	31 Mar 2024	13F
Elias Diaz-Sese	3/4/5	Director	— class O/S missing	25,000	$196,250	—	24 Jan 2023	3/4/5
Reid Parmelee	3/4/5	Chief Accounting Officer	— mixed-class rows	33,126 mixed-class rows	$187,160	—	15 Feb 2024	3/4/5
CREDIT SUISSE AG/	13F	Company	0.03%	32,633	$184,703	—	31 Mar 2024	13F
UBS Group AG	13F	Company	0.03%	28,692	$162,397	—	31 Mar 2024	13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	13F	Company	0.03%	28,529	$161,474	—	31 Mar 2024	13F
Nuveen Asset Management, LLC	13F	Company	0.03%	28,214	$159,691	—	31 Mar 2024	13F
KABAT KEVIN T	3/4/5	Director	— class O/S missing	20,262	$159,057	—	31 May 2023	3/4/5
Invesco Ltd.	13F	Company	0.03%	27,115	$153,471	—	31 Mar 2024	13F
Judy Lee	3/4/5	Director	— class O/S missing	31,475	$148,562	—	25 Jun 2024	3/4/5
Peter Yu	3/4/5	Director, 10%+ Owner	— class O/S missing	31,475	$148,562	—	25 Jun 2024	3/4/5
Legal & General Group Plc	13F	Company	0.02%	25,399	$143,759	—	31 Mar 2024	13F
MMCAP International Inc. SPC	13F	Company	0.02%	25,000	$141,500	—	31 Mar 2024	13F
BARCLAYS PLC	13F	Company	0.02%	22,574	$127,769	—	31 Mar 2024	13F
Hazel McNeilage	3/4/5	Director	— class O/S missing	13,111	$102,921	—	31 May 2023	3/4/5
RAYMOND JAMES & ASSOCIATES	13F	Company	0.02%	18,000	$101,880	—	31 Mar 2024	13F
RHUMBLINE ADVISERS	13F	Company	0.02%	17,896	$101,285	—	31 Mar 2024	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
JANE STREET GROUP, LLC	13F	Company	0.02%	16,239	$91,913	—	31 Mar 2024	13F
MetLife Investment Management, LLC	13F	Company	0.01%	11,993	$67,880	—	31 Mar 2024	13F
AMERICAN INTERNATIONAL GROUP, INC.	13F	Company	0.01%	11,577	$65,526	—	31 Mar 2024	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.01%	8,200	$46,412	—	31 Mar 2024	13F
DEUTSCHE BANK AG\	13F	Company	0.01%	7,695	$43,554	—	31 Mar 2024	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.01%	7,060	$39,960	—	31 Mar 2024	13F
FEDERATED HERMES, INC.	13F	Company	0%	4,640	$26,262	—	31 Mar 2024	13F
CITIGROUP INC	13F	Company	0%	3,879	$21,955	—	31 Mar 2024	13F
Granite FO LLC	13F	Company	0%	5,000	$20,600	—	31 Mar 2024	13F
Tower Research Capital LLC (TRC)	13F	Company	0%	2,137	$12,095	—	31 Mar 2024	13F

Institutional Holders of AlTi Global, Inc. - Class A Common Stock, par value $0.0001 per share (ALTI) as of Q2 2024

As of 30 Jun 2024, AlTi Global, Inc. - Class A Common Stock, par value $0.0001 per share (ALTI) was held by 46 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 7,260,215 shares. The largest 10 holders included BlackRock Inc., VANGUARD GROUP INC, AlTi Global, Inc., GEODE CAPITAL MANAGEMENT, LLC, STATE STREET CORP, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, NORTHERN TRUST CORP, Bank of New York Mellon Corp, JANE STREET GROUP, LLC, and GOLDMAN SACHS GROUP INC. This page lists 46 institutional shareholders reporting positions in this security for the Q2 2024 filing period.

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

Compare Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders

Q2 2024 holders

Holder diff

Investor	Q1 2024 Shares	Q2 2024 Shares	Share Diff	Share Chg %	Q1 2024 Value $	Q2 2024 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.