Security key
02157E106
AlTi Global, Inc. - Class A Common Stock (ALTI)
CUSIP: 02157E106
Q4 2025 13F Holders as of 31 Dec 2025
- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 107,482,753
- Total 13F shares
- 32,052,328
- Share change
- -435,219
- Total reported value
- $148,722,510
- Price per share
- $4.64
- Number of holders
- 76
- Value change
- -$1,371,564
- Number of buys
- 34
- Number of sells
- 29
Report period
Q4 2025
Institutions
76
Top holders
10
ALTI full security history
Newer quarter: Q1 2026
Previous quarter: Q3 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 |
|---|---|---|---|---|---|---|---|---|
| Islet Management, LP |
13D/G
|
— |
5.3%
|
5,422,100
|
$21,688,400 | $0 | 17 Nov 2025 | |
| ALLIANZ SE |
13F
|
Company |
19%
|
20,841,870
|
$74,197,057 | — | 30 Sep 2025 | |
| BlackRock, Inc. |
13F
|
Company |
2.5%
|
2,663,874
|
$9,483,392 | — | 30 Sep 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
1.9%
|
2,035,023
|
$7,244,682 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
1,162,603
|
$4,140,116 | — | 30 Sep 2025 | |
| AlTi Global, Inc. |
13F
|
Company |
0.72%
|
773,170
|
$2,752,485 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.67%
|
716,081
|
$2,549,248 | — | 30 Sep 2025 | |
| Na Bokf |
13F
|
Individual |
0.55%
|
595,894
|
$2,121,383 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
0.46%
|
498,085
|
$1,773,182 | — | 30 Sep 2025 | |
| Yorkville Advisors Global, LP |
13F
|
Company |
0.42%
|
447,500
|
$1,593,100 | — | 30 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.34%
|
362,044
|
$1,288,877 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.31%
|
334,344
|
$1,190,264 | — | 30 Sep 2025 | |
| GEORGE KAISER FAMILY FOUNDATION |
13F
|
Individual |
0.27%
|
291,763
|
$1,038,676 | — | 30 Sep 2025 | |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.27%
|
291,763
|
$1,038,676 | — | 30 Sep 2025 | |
| NewEdge Wealth, LLC |
13F
|
Company |
0.11%
|
119,890
|
$479,561 | — | 30 Sep 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.1%
|
107,306
|
$382,009 | — | 30 Sep 2025 | |
| Summit Trail Advisors, LLC |
13F
|
Company |
0.09%
|
101,039
|
$359,699 | — | 30 Sep 2025 | |
| Permanens Capital L.P. |
13F
|
Company |
0.07%
|
77,817
|
$277,029 | — | 30 Sep 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.07%
|
73,039
|
$260,018 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.06%
|
68,141
|
$242,583 | — | 30 Sep 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.06%
|
60,556
|
$215,579 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.05%
|
58,529
|
$208,363 | — | 30 Sep 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.05%
|
52,162
|
$185,697 | — | 30 Sep 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.05%
|
52,080
|
$185,405 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.05%
|
50,238
|
$178,848 | — | 30 Sep 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.04%
|
41,369
|
$148,000 | — | 30 Sep 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.04%
|
40,112
|
$142,799 | — | 30 Sep 2025 | |
| Brevan Howard Capital Management LP |
13F
|
Company |
0.04%
|
39,327
|
$138,431 | — | 30 Sep 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.03%
|
35,394
|
$126,003 | — | 30 Sep 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.03%
|
34,600
|
$123,176 | — | 30 Sep 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.03%
|
34,240
|
$121,890 | — | 30 Sep 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.03%
|
32,634
|
$116,177 | — | 30 Sep 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.03%
|
32,360
|
$115,202 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.03%
|
31,553
|
$112,330 | — | 30 Sep 2025 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
0.03%
|
30,000
|
$106,800 | — | 30 Sep 2025 | |
| MetLife Investment Management, LLC |
13F
|
Company |
0.02%
|
25,936
|
$92,332 | — | 30 Sep 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.02%
|
25,535
|
$90,905 | — | 30 Sep 2025 | |
| FLPUTNAM INVESTMENT MANAGEMENT CO |
13F
|
Company |
0.02%
|
25,000
|
$89,000 | — | 30 Sep 2025 | |
| Oasis Management Co Ltd. |
13F
|
Company |
0.02%
|
25,000
|
$89,000 | — | 30 Sep 2025 | |
| TORONTO DOMINION BANK |
13F
|
Company |
0.02%
|
25,000
|
$89,000 | — | 30 Sep 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.02%
|
21,676
|
$78,000 | — | 30 Sep 2025 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
0.02%
|
20,009
|
$71,232 | — | 30 Sep 2025 | |
| Granite FO LLC |
13F
|
Company |
0.02%
|
19,430
|
$69,171 | — | 30 Sep 2025 | |
| INTECH INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.02%
|
18,494
|
$65,839 | — | 30 Sep 2025 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.02%
|
16,765
|
$59,683 | — | 30 Sep 2025 | |
| Police & Firemen's Retirement System of New Jersey |
13F
|
Company |
0.01%
|
15,155
|
$53,952 | — | 30 Sep 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.01%
|
13,458
|
$47,000 | — | 30 Sep 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.01%
|
8,729
|
$31,075 | — | 30 Sep 2025 | |
| Ameritas Investment Partners, Inc. |
13F
|
Company |
0%
|
4,345
|
$15,468 | — | 30 Sep 2025 | |
| FMR LLC |
13F
|
Company |
0%
|
4,295
|
$15,290 | — | 30 Sep 2025 |
Institutional Holders of AlTi Global, Inc. - Class A Common Stock (ALTI) as of Q4 2025
As of 31 Dec 2025,
AlTi Global, Inc. - Class A Common Stock (ALTI) was held by
76 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
32,052,328 shares.
The largest 10 holders included
Allianz SE, BlackRock, Inc., VANGUARD GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, STATE STREET CORP, AlTi Global, Inc., Yorkville Advisors Global, LP, BOKF, NA, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, and NORTHERN TRUST CORP.
This page lists
76
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
73
Q4 2025 holders
76
Holder diff
3
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.