13F Filings History of AlTi Global, Inc.
- Latest 13F filing
- Q2 2026 - 05 Aug 2026
- Latest reported 13F value
- $4,836,843,226
- Largest 13F holdings
-
EFA ITOT SPY SPMD GEME VTI EIPX IAU IJH EMLP XOM GOOGL
+8 more
AAPL GLD XNTK VOO IAUM STIP AKRE TLT - Form 13F summary
-
- AlTi Global, Inc. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- AlTi Global, Inc. reported 506 equity holdings with a total reported market value of $4,836,843,226 for Q2 2026. Top reported holdings included EFA, ITOT, SPY, SPMD, and GEME.
- Manager signature
- Colleen Graham - General Counsel
- Manager location
- New York, NY
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow AlTi Global, Inc. with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
List of Other Managers Reporting for AlTi Global, Inc.:
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| FEDERATED INVESTMENT COUNSELING | Pittsburgh, PA | 028-01454 | |
| BOSTON TRUST WALDEN NATIONAL ASSOCIATION | Boston, MA | 028-02259 | |
| KLINGENSTEIN FIELDS & CO LP | $2,858,967,224 | New York, NY | 028-02588 |
| Aristotle Capital Management, LLC | $47,775,978,631 | Los Angeles, CA | 028-02634 |
| HARDING LOEVNER LP | $9,719,238,805 | Bridgewater, NJ | 028-04434 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | Seattle, WA | 028-04558 | |
| Fiera Capital Inc. | New York, NY | 028-04930 | |
| DISCIPLINED GROWTH INVESTORS INC /MN | $4,886,563,557 | Minneapolis, MN | 028-06630 |
| APPLETON PARTNERS INC/MA | $1,631,983,000 | Boston, MA | 028-06694 |
| WCM INVESTMENT MANAGEMENT, LLC | $43,812,366,485 | Laguna Beach, CA | 028-07104 |
| GW&K Investment Management, LLC | $11,342,042,000 | Boston, MA | 028-04145 |
| UBS FINANCIAL SERVICES INC | New York, NY | 028-11496 | |
| PACIFIC INVESTMENT MANAGEMENT CO LLC | Newport Beach, CA | 028-10952 | |
| AQR CAPITAL MANAGEMENT LLC | $218,373,976,632 | Greenwich, CT | 028-10120 |
| DSM CAPITAL PARTNERS LLC | $5,838,436,459 | Palm Beach Gardens, FL | 028-10309 |
| Hamlin Capital Management, LLC | $4,447,595,172 | New York, NY | 028-10663 |
| Aperio Group, LLC | Sausalito, CA | 028-11964 | |
| Nuveen Asset Management, LLC | Chicago, IL | 028-14498 | |
| Main Management LLC | $1,374,003,000 | San Francisco, CA | 028-15578 |
| XPONANCE LLC | $14,070,105,150 | Philadelphia, PA | 028-16847 |
| 3EDGE Asset Management, LP | $2,241,809,264 | Naples, FL | 028-17691 |
| EQUITY INVESTMENT CORP | $5,241,498,303 | Atlanta, GA | 028-17617 |
| Forefront Analytics, LLC | $109,950,881 | West Conshohocken, PA | 028-18699 |
| Quantinno Capital Management LP | $59,857,548,629 | New York, NY | 028-19308 |
| Insight North America LLC | New York, NY | 028-21789 | |
| Invesco Managed Accounts, LLC | Seattle, WA | 028-23723 |
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$4,836,843,226
Quarter delta
+$237,001,875
Accepted
05 Aug 2026, 17:18
Rows shown
1-11 of 11
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 506 | $4,836,843,226 | +$409,720,046 | -$483,575,428 | -$73,855,382 | EFA, ITOT, SPY, SPMD, GEME | 13F-HR | 05 Aug 2026, 17:18 |
| Q1 2026 | 437 | $4,599,841,351 | +$291,139,006 | -$354,392,321 | -$63,253,315 | EFA, ITOT, SPY, SPMD, AKRE | 13F-HR | 07 May 2026, 16:38 |
| Q4 2025 | 451 | $4,663,986,539 | +$531,700,318 | -$233,731,921 | +$297,968,397 | EFA, ITOT, AKRE, SPY, SPMD | 13F-HR | 13 Feb 2026, 16:44 |
| Q3 2025 | 430 | $4,262,619,696 | +$217,498,366 | -$223,153,788 | -$5,655,422 | EFA, ITOT, SPY, SPMD, VTI | 13F-HR | 05 Nov 2025, 18:03 |
| Q2 2025 | 415 | $3,986,096,992 | +$368,450,213 | -$463,316,629 | -$94,866,416 | EFA, ITOT, SPY, SPMD, IJH | 13F-HR | 30 Jul 2025, 20:08 |
| Q1 2025 | 388 | $3,814,929,332 | +$122,127,744 | -$430,305,601 | -$308,177,857 | EFA, IJH, ITOT, SPMD, SPY | 13F-HR | 15 May 2025, 11:18 |
| Q4 2024 | 411 | $4,142,571,286 | +$268,467,409 | -$239,811,367 | +$28,656,042 | EFA, IJH, ITOT, SPMD, SPY | 13F-HR | 14 Feb 2025, 11:58 |
| Q3 2024 | 385 | $4,156,781,057 | +$315,159,612 | -$108,409,139 | +$206,750,473 | EFA, IJH, ITOT, SPMD, SPY | 13F-HR | 14 Nov 2024, 16:05 |
| Q2 2024 | 381 | $3,723,865,733 | +$267,327,786 | -$136,797,218 | +$130,530,568 | EFA, IJH, SPMD, ITOT, SPY | 13F-HR | 14 Aug 2024, 16:22 |
| Q1 2024 | 384 | $3,596,457,030 | +$553,369,405 | -$179,582,393 | +$373,787,012 | EFA, IJH, SPMD, ITOT, SPY | 13F-HR | 15 May 2024, 10:03 |
| Q4 2023 | 358 | $3,266,419,903 | $0 | $0 | $0 | EFA, IJH, SPMD, SPY, ITOT | 13F-HR | 14 Feb 2024, 14:50 |