Security key
02157E106
AlTi Global, Inc. - Class A Common Stock (ALTI)
CUSIP: 02157E106
Q3 2025 13F Holders as of 30 Sep 2025
- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 107,482,753
- Total 13F shares
- 32,486,265
- Share change
- +1,884,257
- Total reported value
- $115,702,269
- Price per share
- $3.56
- Number of holders
- 73
- Value change
- +$6,654,292
- Number of buys
- 34
- Number of sells
- 24
Report period
Q3 2025
Institutions
73
Top holders
10
ALTI full security history
Newer quarter: Q4 2025
Previous quarter: Q2 2025
AlTi Global, Inc. SEC filings
AlTi Global, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 02157E106
Recent filing periods:
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 |
|---|---|---|---|---|---|---|---|---|
| ALLIANZ SE |
13F
|
Company |
18%
|
19,318,581
|
$80,172,111 | — | 30 Jun 2025 | |
| BlackRock, Inc. |
13F
|
Company |
2.7%
|
2,908,333
|
$12,069,581 | — | 30 Jun 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
2.2%
|
2,348,007
|
$9,744,229 | — | 30 Jun 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.2%
|
1,298,545
|
$5,390,462 | — | 30 Jun 2025 | |
| AlTi Global, Inc. |
13F
|
Company |
0.72%
|
773,167
|
$3,207,154 | — | 30 Jun 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.63%
|
680,052
|
$2,822,216 | — | 30 Jun 2025 | |
| Na Bokf |
13F
|
Individual |
0.55%
|
595,894
|
$2,472,960 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
0.48%
|
515,865
|
$2,140,840 | — | 30 Jun 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.48%
|
513,025
|
$2,129,054 | — | 30 Jun 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.35%
|
371,174
|
$1,540,373 | — | 30 Jun 2025 | |
| NewEdge Wealth, LLC |
13F
|
Company |
0.11%
|
119,890
|
$550,896 | — | 30 Jun 2025 | |
| Summit Trail Advisors, LLC |
13F
|
Company |
0.09%
|
101,039
|
$419,312 | — | 30 Jun 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.08%
|
90,795
|
$376,799 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.08%
|
89,507
|
$371,454 | — | 30 Jun 2025 | |
| Permanens Capital L.P. |
13F
|
Company |
0.07%
|
77,817
|
$322,941 | — | 30 Jun 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.07%
|
72,187
|
$299,576 | — | 30 Jun 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.05%
|
52,080
|
$216,133 | — | 30 Jun 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.05%
|
51,632
|
$214,273 | — | 30 Jun 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.04%
|
43,308
|
$179,000 | — | 30 Jun 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.04%
|
38,648
|
$160,389 | — | 30 Jun 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.04%
|
38,169
|
$158,402 | — | 30 Jun 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.03%
|
35,274
|
$146,381 | — | 30 Jun 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.03%
|
34,835
|
$144,565 | — | 30 Jun 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.03%
|
32,360
|
$134,294 | — | 30 Jun 2025 | |
| MetLife Investment Management, LLC |
13F
|
Company |
0.03%
|
27,868
|
$115,652 | — | 30 Jun 2025 | |
| Brevan Howard Capital Management LP |
13F
|
Company |
0.03%
|
27,600
|
$113,712 | — | 30 Jun 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.03%
|
27,312
|
$113,345 | — | 30 Jun 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.02%
|
25,621
|
$106,327 | — | 30 Jun 2025 | |
| FLPUTNAM INVESTMENT MANAGEMENT CO |
13F
|
Company |
0.02%
|
25,000
|
$103,750 | — | 30 Jun 2025 | |
| Oasis Management Co Ltd. |
13F
|
Company |
0.02%
|
25,000
|
$103,750 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.02%
|
24,615
|
$102,152 | — | 30 Jun 2025 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
0.02%
|
23,280
|
$96,612 | — | 30 Jun 2025 | |
| INTECH INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.02%
|
22,000
|
$91,300 | — | 30 Jun 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.02%
|
20,113
|
$83,469 | — | 30 Jun 2025 | |
| Granite FO LLC |
13F
|
Company |
0.02%
|
19,430
|
$80,635 | — | 30 Jun 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.02%
|
18,310
|
$75,987 | — | 30 Jun 2025 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.02%
|
18,157
|
$75,352 | — | 30 Jun 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.02%
|
17,759
|
$74,000 | — | 30 Jun 2025 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.01%
|
14,517
|
$60,246 | — | 30 Jun 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.01%
|
14,359
|
$59,590 | — | 30 Jun 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.01%
|
9,644
|
$40,023 | — | 30 Jun 2025 | |
| Police & Firemen's Retirement System of New Jersey |
13F
|
Company |
0.01%
|
6,779
|
$28,133 | — | 30 Jun 2025 | |
| Ameritas Investment Partners, Inc. |
13F
|
Company |
0%
|
4,345
|
$18,032 | — | 30 Jun 2025 | |
| FMR LLC |
13F
|
Company |
0%
|
4,171
|
$17,310 | — | 30 Jun 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0%
|
4,148
|
$17,214 | — | 30 Jun 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0%
|
3,876
|
$16,085 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0%
|
2,500
|
$10,375 | — | 30 Jun 2025 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0%
|
2,443
|
$10,138 | — | 30 Jun 2025 | |
| CWM, LLC |
13F
|
Company |
0%
|
1,922
|
$8,000 | — | 30 Jun 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0%
|
1,500
|
$6,225 | — | 30 Jun 2025 |
Institutional Holders of AlTi Global, Inc. - Class A Common Stock (ALTI) as of Q3 2025
As of 30 Sep 2025,
AlTi Global, Inc. - Class A Common Stock (ALTI) was held by
73 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
32,486,265 shares.
The largest 10 holders included
Allianz SE, BlackRock, Inc., VANGUARD GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, AlTi Global, Inc., STATE STREET CORP, BOKF, NA, UBS Group AG, Yorkville Advisors Global, LP, and CHARLES SCHWAB INVESTMENT MANAGEMENT INC.
This page lists
74
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
63
Q3 2025 holders
73
Holder diff
10
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 2025 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.