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
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.
- Previous quarter: Q4 2025
Recent filing periods for CUSIP 02157E106:
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 | |
| VANGUARD GROUP INC |
13F
|
Company |
2%
|
2,183,634
|
$10,132,061 | — | 31 Dec 2025 | |
| 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 | |
| STATE STREET CORP |
13F
|
Company |
0.72%
|
776,258
|
$3,601,837 | — | 31 Dec 2025 | |
| AlTi Global, Inc. |
13F
|
Company |
0.72%
|
773,174
|
$3,586,412 | — | 31 Dec 2025 | |
| 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 | |
| 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 | |
| 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 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.3%
|
319,551
|
$1,482,717 | — | 31 Dec 2025 | |
| 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 | |
| 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 | |
| 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 | |
| Summit Trail Advisors, LLC |
13F
|
Company |
0.09%
|
101,039
|
$468,821 | — | 31 Dec 2025 | |
| 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 | |
| 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 | |
| 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 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.07%
|
74,503
|
$345,694 | — | 31 Dec 2025 | |
| 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 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.06%
|
66,803
|
$309,966 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.06%
|
63,707
|
$295,600 | — | 31 Dec 2025 | |
| 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 | |
| Nuveen, LLC |
13F
|
Company |
0.05%
|
52,080
|
$241,651 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.05%
|
48,519
|
$225,128 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.04%
|
44,664
|
$207,242 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.04%
|
44,577
|
$206,837 | — | 31 Dec 2025 |
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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.