SEC ownership of AlTi Global, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001838615.

Comparable stake leader

ALLIANZ SE

Disclosed value leader

ALLIANZ SE

Comparable rows

50/50

Latest evidence

30 Jun 2026

Top shareholders Insider holders Latest transactions
Public ticker
ALTI on Nasdaq
Parsed ownership sources
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder
ALLIANZ SE
Ranking: Comparable ownership first, then disclosed value
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
ALLIANZ SE
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
30 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001838615
Issuer location
New York, NY

Ownership snapshot

Top shareholders of AlTi Global, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
ALLIANZ SE
Disclosed value leader
ALLIANZ SE
Comparable rows
50/50
Latest evidence
30 Jun 2026
13D/G 3/4/5 13F Lead comparable stake: 25% 13D/G row: ALLIANZ SE Showing 1-8 of 50 holder rows.

Quick read

ALLIANZ SE leads the comparable SEC ownership view at 25%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens ALLIANZ SE's linked filing trail.
Comparable ownership Top 5
ALLIANZ SE 25%
Tiedemann Michael 9.8%
Islet Management, LP 5.3%
Peter Yu 4.9%
BlackRock, Inc. 3%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
ALLIANZ SE
13D/G 3/4/5 13F
10%+ Owner · Company
13D/G 3/4/5 13F
25%
$122,051,968
26,707,214 shares
 $0 02 Apr 2026
Tiedemann Michael
13D/G 3/4/5
Chief Executive Officer, Director
13D/G 3/4/5
9.8%
$50,701,707
11,094,465 shares
 $0 30 Mar 2026
Islet Management, LP
13D/G
13D/G
5.3%
$21,688,400
5,422,100 shares
 $0 17 Nov 2025
Peter Yu
13D/G 3/4/5
Director, 10%+ Owner
13D/G 3/4/5
4.9%
$19,221,457
5,309,648 shares
 $0 22 Apr 2026
BlackRock, Inc.
13F
Company
13F
3%
$11,484,436
3,181,284 shares
 — 30 Jun 2026
VANGUARD CAPITAL MANAGEMENT LLC
13F
Company
13F
1.9%
$7,272,410
2,014,518 shares
 — 30 Jun 2026
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
1.2%
$4,656,550
1,289,528 shares
 — 30 Jun 2026
STATE STREET CORP
13F
Company
13F
0.79%
$3,058,565
847,248 shares
 — 30 Jun 2026
How to read this table

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.

Forms 3/4/5 flow

Insider trading overview

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 20 Sep 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 36 reporting-owner rows connected to AlTi Global, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
36
Largest Forms 3/4/5 holder
ALLIANZ SE
Net 12M change
$0
Latest report
02 Jul 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
ALLIANZ SE 10%+ Owner $83,185,943 Mixed 02 Jul 2026
Global Goldfield Ltd 10%+ Owner $81,845,380 Mixed 07 Jun 2023
IlWaddi Holdings 10%+ Owner $70,116,080 Filing P/S 10 Sep 2024
Tiedemann Michael Chief Executive Officer, Director $6,876,036 Mixed 15 Feb 2026
Robert Weeber Pres, Intl. Wealth Mmgt $6,108,902 Mixed 15 Feb 2026
Ali Bouzarif Director $3,120,112 Mixed 16 Jun 2026
Spiros Maliagros Pres., Strategic Alternatives $2,659,260 Mixed 17 Oct 2024
Drew Figdor Portfolio Manager, Alternatives $2,025,512 Mixed 07 Jun 2023
Brooke Connell Pres, US Wealth Mgmt $1,673,208 Mixed 31 Mar 2026
Kevin P. Moran President and COO $1,191,931 Mixed 31 Mar 2026
Nancy Ann Curtin Interim CEO, Director $1,155,005 Mixed 30 Mar 2026
Colleen A. Graham Chief Legal, Compl & Risk Ofcr $1,064,516 Mixed 31 Mar 2026
Timothy F. Keaney Director $914,559 Mixed 16 Jun 2026
James Edward Emerson Chief Impact Officer $858,916 Mixed 31 May 2023
Pangaea Three-B, LP 10%+ Owner $764,213 Mixed 27 Dec 2022
Craig Lindsay Smith Chair of Global Wealth Management, Director $597,912 Mixed 11 Mar 2024
Ying Christine Zhao Chief Financial Officer $596,003 Mixed 31 May 2023
Stephen D. Yarad Chief Financial Officer $464,811 Mixed 15 Feb 2025
Michael W. Harrington Chief Financial Officer $457,259 Mixed 31 Mar 2026
Mark F. Furlong Director $454,313 Mixed 16 Jun 2026

Recent insider transactions for AlTi Global, Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Allianz Se ALTI Class A Common Stock Other 5.86% 1,272,329 22,979,542 02 Jul 2026 By Allianz Strategic Investments S.a.r.l.
Allianz Se ALTI Series A Preferred Stock Other 2.44% 4,118 173,052 02 Jul 2026 By Allianz Strategic Investments S.a.r.l.
Timothy F. Keaney ALTI Restricted Stock Units Award 53,684 53,684 17 Jun 2026 Direct
Ali Bouzarif ALTI Restricted Stock Units Award 34,736 34,736 17 Jun 2026 Direct
Norma Corio ALTI Restricted Stock Units Award 34,736 34,736 17 Jun 2026 Direct
Nazim Cetin ALTI Restricted Stock Units Award 34,736 34,736 17 Jun 2026 Direct
Andreas Wimmer ALTI Restricted Stock Units Award 34,736 34,736 17 Jun 2026 Direct
Warson Tracey Brophy ALTI Restricted Stock Units Award 34,736 34,736 17 Jun 2026 Direct
Mark F. Furlong ALTI Restricted Stock Units Award 34,736 34,736 17 Jun 2026 Direct
Timothy F. Keaney ALTI Class A Common Stock Options Exercise 29.6% 47,495 207,680 16 Jun 2026 Direct
Timothy F. Keaney ALTI Restricted Stock Units Options Exercise -100% -47,495 0 16 Jun 2026 Direct
Ali Bouzarif ALTI Class A Common Stock Options Exercise 57.1% 30,732 84,520 16 Jun 2026 Direct
Ali Bouzarif ALTI Restricted Stock Units Options Exercise -100% -30,732 0 16 Jun 2026 Direct
Norma Corio ALTI Class A Common Stock Options Exercise 75.6% 30,732 71,409 16 Jun 2026 Direct
Norma Corio ALTI Restricted Stock Units Options Exercise -100% -30,732 0 16 Jun 2026 Direct
Nazim Cetin ALTI Class A Common Stock Options Exercise 134.9% 30,732 53,507 16 Jun 2026 Direct
Nazim Cetin ALTI Restricted Stock Units Options Exercise -100% -30,732 0 16 Jun 2026 Direct
Andreas Wimmer ALTI Class A Common Stock Options Exercise 134.9% 30,732 53,507 16 Jun 2026 Direct
Andreas Wimmer ALTI Restricted Stock Units Options Exercise -100% -30,732 0 16 Jun 2026 Direct
Warson Tracey Brophy ALTI Class A Common Stock Options Exercise 57.1% 30,732 84,520 16 Jun 2026 Direct
Warson Tracey Brophy ALTI Restricted Stock Units Options Exercise -100% -30,732 0 16 Jun 2026 Direct
Mark F. Furlong ALTI Class A Common Stock Options Exercise 46.8% 30,732 96,409 16 Jun 2026 Direct
Mark F. Furlong ALTI Restricted Stock Units Options Exercise -100% -30,732 0 16 Jun 2026 Direct
Michael W. Harrington ALTI Restricted Stock Units Award 68,597 68,597 31 Mar 2026 Direct
Kevin P. Moran ALTI Restricted Stock Units Award 119,822 119,822 31 Mar 2026 Direct
Keenan Patrick T. ALTI Restricted Stock Units Award 14,922 14,922 31 Mar 2026 Direct
Colleen A. Graham ALTI Restricted Stock Units Award 97,550 97,550 31 Mar 2026 Direct
Brooke Connell ALTI Restricted Stock Units Award 77,506 77,506 31 Mar 2026 Direct
Brooke Connell ALTI Class A Common Stock Options Exercise 32.4% 70,035 286,424 15 Feb 2026 Direct
Brooke Connell ALTI Restricted Stock Units Options Exercise -100% -70,035 0 15 Feb 2026 Direct
Colleen A. Graham ALTI Class A Common Stock Options Exercise 126.7% 82,199 147,093 15 Feb 2026 Direct
Colleen A. Graham ALTI Restricted Stock Units Options Exercise -100% -82,199 0 15 Feb 2026 Direct
Michael W. Harrington ALTI Class A Common Stock Options Exercise 27,089 27,089 15 Feb 2026 Direct
Michael W. Harrington ALTI Restricted Stock Units Disposed to Issuer -33.3% -27,089 54,178 15 Feb 2026 Direct
Keenan Patrick T. ALTI Class A Common Stock Options Exercise 141.8% 9,375 15,988 15 Feb 2026 Direct
Keenan Patrick T. ALTI Restricted Stock Units Disposed to Issuer -100% -9,375 0 15 Feb 2026 Direct
Kevin P. Moran ALTI Class A Common Stock Options Exercise 160.3% 96,671 156,982 15 Feb 2026 Direct
Kevin P. Moran ALTI Restricted Stock Units Options Exercise -100% -96,671 0 15 Feb 2026 Direct
Robert Weeber ALTI Class A Common Stock Options Exercise 6.01% 67,772 1,195,215 15 Feb 2026 Direct
Robert Weeber ALTI Restricted Stock Units Options Exercise -100% -67,772 0 15 Feb 2026 Direct
Michael Tiedemann ALTI Class A Common Stock Options Exercise 31.3% 169,208 710,351 15 Feb 2026 Direct
Michael Tiedemann ALTI Restricted Stock Units Options Exercise -100% -169,208 0 15 Feb 2026 Direct
Allianz Se ALTI Class A Common Stock Other 4.15% 865,344 21,707,214 05 Jan 2026 By Allianz Strategic Investments S.a.r.l.
Allianz Se ALTI Series A Preferred Stock Other 2.44% 4,020 168,934 05 Jan 2026 By Allianz Strategic Investments S.a.r.l.
* marks a reported price that did not pass the local price check.
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