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

CUSIP: 02157E106

Q1 2026 13F Holders as of 31 Mar 2026

Type / Class
Equity / Class A Common Stock, par value $0.0001 per share
Shares outstanding
107,430,466
Total 13F shares
2
Share change
+2
Total reported value
$7
Price per share
$3.50
Number of holders
1
Value change
+$7
Number of buys
1

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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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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
ALLIANZ SE
3/4/5 13F
10%+ Owner · Company
19%
from 13F
21,876,149
mixed-class rows
$101,155,617 05 Jan 2026
Global Goldfield Ltd
3/4/5
10%+ Owner
class O/S missing
10,426,163
$81,845,380 07 Jun 2023
IlWaddi Holdings
3/4/5
10%+ Owner
class O/S missing
18,117,850
$70,116,080 10 Sep 2024
Tiedemann Michael
13D/G 3/4/5
Chief Executive Officer, Director
9.8%
11,094,465
$50,701,707 $0 30 Mar 2026
Islet Management, LP
13D/G
5.3%
5,422,100
$21,688,400 $0 17 Nov 2025
BlackRock, Inc.
13F
Company
2.5%
2,685,781
$12,462,024 31 Dec 2025
13F
VANGUARD GROUP INC
13F
Company
2%
2,183,634
$10,132,061 31 Dec 2025
13F
Robert Weeber
3/4/5
Pres, Intl. Wealth Mmgt
mixed-class rows
1,272,197
mixed-class rows
$6,108,902 15 Feb 2026
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.1%
1,130,704
$5,248,016 31 Dec 2025
13F
STATE STREET CORP
13F
Company
0.72%
776,258
$3,601,837 31 Dec 2025
13F
AlTi Global, Inc.
13F
Company
0.72%
773,174
$3,586,412 31 Dec 2025
13F
Ali Bouzarif
3/4/5
Director
mixed-class rows
832,818
mixed-class rows
$3,441,426 19 Jun 2025
Yorkville Advisors Global, LP
13F
Company
0.6%
649,199
$3,012,283 31 Dec 2025
13F
Spiros Maliagros
3/4/5
Pres., Strategic Alternatives
mixed-class rows
4,020,894
mixed-class rows
$2,659,260 17 Oct 2024
Drew Figdor
3/4/5
Portfolio Manager, Alternatives
class O/S missing
258,027
$2,025,512 07 Jun 2023
Na Bokf
13F
Individual
0.36%
387,331
$1,797,216 31 Dec 2025
13F
Brooke Connell
3/4/5
Pres, US Wealth Mgmt
mixed-class rows
394,780
mixed-class rows
$1,673,208 -$74,474 31 Mar 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.33%
356,263
$1,653,060 31 Dec 2025
13F
NORTHERN TRUST CORP
13F
Company
0.3%
319,551
$1,482,717 31 Dec 2025
13F
Kevin P. Moran
3/4/5
President and COO
mixed-class rows
324,499
mixed-class rows
$1,191,931 -$98,927 31 Mar 2026
Colleen A. Graham
3/4/5
Chief Legal, Compl & Risk Ofcr
mixed-class rows
283,473
mixed-class rows
$1,064,516 -$79,581 31 Mar 2026
UBS Group AG
13F
Company
0.18%
189,778
$880,570 31 Dec 2025
13F
James Edward Emerson
3/4/5
Chief Impact Officer
class O/S missing
109,416
$858,916 31 May 2023
RAYMOND JAMES FINANCIAL INC
13F
Company
0.17%
183,152
$849,825 31 Dec 2025
13F
Timothy F. Keaney
3/4/5
Director
mixed-class rows
207,680
mixed-class rows
$829,013 19 Jun 2025
Pangaea Three-B, LP
3/4/5
10%+ Owner
class O/S missing
97,352
$764,213 27 Dec 2022
Nancy Ann Curtin
3/4/5
Chief Investment Officer, Director
mixed-class rows
145,995
mixed-class rows
$748,586 04 Jun 2024
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
Ying Christine Zhao
3/4/5
Chief Financial Officer
class O/S missing
75,924
$596,003 31 May 2023
NewEdge Wealth, LLC
13F
Company
0.11%
119,890
$556,291 31 Dec 2025
13F
Summit Trail Advisors, LLC
13F
Company
0.09%
101,039
$468,821 31 Dec 2025
13F
Stephen D. Yarad
3/4/5
Chief Financial Officer
mixed-class rows
109,216
mixed-class rows
$464,811 15 Feb 2025
Bank of New York Mellon Corp
13F
Company
0.09%
99,177
$460,181 31 Dec 2025
13F
Michael W. Harrington
3/4/5
Chief Financial Officer
mixed-class rows
95,686
mixed-class rows
$457,259 31 Mar 2026
Alison Trauttmansdorff
3/4/5
Chief Human Resource Officer
class O/S missing
51,728
$406,065 31 May 2023
MORGAN STANLEY
13F
Company
0.08%
84,995
$394,377 31 Dec 2025
13F
Mark F. Furlong
3/4/5
Director
mixed-class rows
96,409
mixed-class rows
$378,481 19 Jun 2025
Permanens Capital L.P.
13F
Company
0.07%
77,817
$361,071 31 Dec 2025
13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
0.07%
74,503
$345,694 31 Dec 2025
13F
Warson Tracey Brophy
3/4/5
Director
mixed-class rows
84,520
mixed-class rows
$332,155 19 Jun 2025
BARCLAYS PLC
13F
Company
0.06%
67,567
$313,511 31 Dec 2025
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
0.06%
66,803
$309,966 31 Dec 2025
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.06%
63,707
$295,600 31 Dec 2025
13F
Norma Corio
3/4/5
Director
mixed-class rows
71,409
mixed-class rows
$274,498 19 Jun 2025
Laurie A. Birrittella
3/4/5
Chief People Officer
class O/S missing
33,995
$266,861 07 Jun 2023
JANE STREET GROUP, LLC
13F
Company
0.05%
54,444
$252,620 31 Dec 2025
13F
Nuveen, LLC
13F
Company
0.05%
52,080
$241,651 31 Dec 2025
13F
WELLS FARGO & COMPANY/MN
13F
Company
0.05%
48,519
$225,128 31 Dec 2025
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.04%
44,664
$207,242 31 Dec 2025
13F
CITADEL ADVISORS LLC
13F
Company
0.04%
44,577
$206,837 31 Dec 2025
13F

Institutional Holders of AlTi Global, Inc. - Class A Common Stock, par value $0.0001 per share (ALTI) as of Q1 2026

As of 31 Mar 2026, AlTi Global, Inc. - Class A Common Stock, par value $0.0001 per share (ALTI) was held by 1 institutional shareholder that filed Form 13F with the SEC. Together, they reported ownership of 2 shares. The largest 1 holders included Farther Finance Advisors, LLC. This page lists 1 institutional shareholders reporting positions in this security for the Q1 2026 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
75
Q1 2026 holders
1
Holder diff
-74
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 Value $ Q1 2026 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.