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Institutional Ownership · SEC Form 13F

Who owns AlTi Global, Inc. (ALTI)


Which tracked institutional funds hold ALTI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ALTI company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

84
Institutional holders
34M
Shares held (tracked funds)
77.7%
Of shares outstanding

How the tape is positioned

7 tracked funds added or opened ALTI while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

ALTI’s largest tracked holder by dollar value, Allianz SE, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in ALTI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 84 tracked filers holding ALTI, 41 increased or opened the position and 30 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in ALTI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 5

  • VANGUARD CAPITAL MANAGEMENT LLC$6M
  • VANGUARD FIDUCIARY TRUST CO$1M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$903K
  • ARP Global Capital Ltd$815K
  • BlueCrest Capital Management Ltd$720K

Full exits 1

  • VANGUARD GROUP INC$10M

Largest adds

  • EverSource Wealth Advisors, LLC$438K
  • RAYMOND JAMES FINANCIAL INC$252K

Largest trims

  • Allianz SE$18M
  • BlackRock, Inc.$3M
  • GEODE CAPITAL MANAGEMENT, LLC$1M
  • AlTi Global, Inc.$779K
  • STATE STREET CORP$577K
  • BOKF, NA$503K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Allianz SE added21,707,214$79M59.7%2026-Q1
BlackRock, Inc. trimmed2,646,924$10M7.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,637,567$6M4.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,147,272$4M3.2%2026-Q1
STATE STREET CORP added835,708$3M2.3%2026-Q1
Yorkville Advisors Global, LP added773,000$3M2.1%2026-Q1
BOKF, NA trimmed357,536$1M1.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed346,990$1M1.0%2026-Q1
NORTHERN TRUST CORP added330,717$1M0.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added304,332$1M0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new283,386$1M0.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new249,485$903K0.7%2026-Q1
ARP Global Capital Ltd new225,100$815K0.6%2026-Q1
BlueCrest Capital Management Ltd new198,947$720K0.5%2026-Q1
UBS Group AG trimmed169,298$613K0.5%2026-Q1
NewEdge Wealth, LLC added122,390$443K0.3%2026-Q1
EverSource Wealth Advisors, LLC added21,757$439K0.3%2026-Q1
Summit Trail Advisors, LLC101,039$366K0.3%2026-Q1
GOLDMAN SACHS GROUP INC added99,563$360K0.3%2026-Q1
Bank of New York Mellon Corp trimmed98,806$358K0.3%2026-Q1
DIMENSIONAL FUND ADVISORS LP added97,681$354K0.3%2026-Q1
Permanens Capital L.P. added82,581$299K0.2%2026-Q1
MORGAN STANLEY trimmed68,571$248K0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added60,321$218K0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed54,355$197K0.1%2026-Q1
Nuveen, LLC52,080$189K0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added33,860$157K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed43,279$157K0.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed42,058$152K0.1%2026-Q1
Invesco Ltd. trimmed38,806$140K0.1%2026-Q1
DEUTSCHE BANK AG\ added36,942$134K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed31,348$113K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/27,873$101K0.1%2026-Q1
Brevan Howard Capital Management LP trimmed26,284$95K0.1%2026-Q1
SIMON QUICK ADVISORS, LLC added25,938$94K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed25,472$92K0.1%2026-Q1
Oasis Management Co Ltd.25,000$90K0.1%2026-Q1
FLPUTNAM INVESTMENT MANAGEMENT CO25,000$90K0.1%2026-Q1
TORONTO DOMINION BANK25,000$90K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added20,621$75K0.1%2026-Q1
Granite FO LLC19,430$70K0.1%2026-Q1
XTX Topco Ltd added18,572$67K0.1%2026-Q1
Vanguard Global Advisers, LLC new17,988$65K0.0%2026-Q1
MetLife Investment Management, LLC added17,795$64K0.0%2026-Q1
JPMORGAN CHASE & CO trimmed17,584$63K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed16,352$59K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey15,155$55K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added12,936$47K0.0%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed12,255$44K0.0%2026-Q1
Cerity Partners LLC new11,428$41K0.0%2026-Q1
INTECH INVESTMENT MANAGEMENT LLC trimmed10,286$37K0.0%2026-Q1
SIMPLEX TRADING, LLC trimmed10,056$36K0.0%2026-Q1
BARCLAYS PLC trimmed8,685$31K0.0%2026-Q1
Tower Research Capital LLC (TRC) added8,677$31K0.0%2026-Q1
GROUP ONE TRADING LLC added5,065$18K0.0%2026-Q1
FMR LLC added4,394$16K0.0%2026-Q1
Ameritas Investment Partners, Inc.4,345$16K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed4,234$15K0.0%2026-Q1
CWM, LLC added4,108$15K0.0%2026-Q1
Legal & General Group Plc3,876$14K0.0%2026-Q1
Russell Investments Group, Ltd.3,791$14K0.0%2026-Q1
CITIGROUP INC added2,896$10K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed2,342$8K0.0%2026-Q1
Sterling Capital Management LLC trimmed1,432$5K0.0%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND1,101$4K0.0%2026-Q1
Optiver Holding B.V.416$2K0.0%2026-Q1
Kilter Group LLC200$7240.0%2026-Q1
Essential Partners LLC added119$4310.0%2026-Q1
Arax Advisory Partners added96$3480.0%2026-Q1
Allworth Financial LP added70$2540.0%2026-Q1
IFP Advisors, Inc added64$2320.0%2026-Q1
True Wealth Design, LLC33$1200.0%2026-Q1
ROTHSCHILD INVESTMENT LLC added12$430.0%2026-Q1
Larson Financial Group LLC11$400.0%2026-Q1
Sunbelt Securities, Inc. trimmed10$360.0%2026-Q1
Caitong International Asset Management Co., Ltd new8$290.0%2026-Q1
MAI Capital Management new7$260.0%2026-Q1
SBI Securities Co., Ltd.7$250.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.5$180.0%2026-Q1
Root Financial Partners, LLC new4$140.0%2026-Q1
DUPONT CAPITAL MANAGEMENT CORP4$140.0%2026-Q1
SJS Investment Consulting Inc. new2$80.0%2026-Q1
Farther Finance Advisors, LLC new2$70.0%2026-Q1
VANGUARD GROUP INC added2,183,634$10M7.7%2025-Q4 stale
George Kaiser Family Foundation new291,763$1M0.8%2025-Q3 stale
Prescott Group Capital Management, L.L.C. new291,763$1M0.8%2025-Q3 stale
GAM Holding AG new25,780$120K0.1%2025-Q4 stale
Voya Investment Management LLC added14,517$60K0.0%2025-Q2 stale
MILLENNIUM MANAGEMENT LLC trimmed11,677$54K0.0%2025-Q4 stale
Corebridge Financial, Inc. added17,236$52K0.0%2025-Q1 stale
HRT FINANCIAL LP new13,458$47K0.0%2025-Q3 stale
Stratos Wealth Partners, LTD. trimmed10,000$46K0.0%2025-Q4 stale
FNY Investment Advisers, LLC new4,000$14K0.0%2025-Q3 stale
Steward Partners Investment Advisory, LLC1,500$7K0.0%2025-Q4 stale
AMALGAMATED BANK added1,359$6K0.0%2025-Q4 stale
NISA INVESTMENT ADVISORS, LLC added58$2410.0%2025-Q2 stale
Clearstead Advisors, LLC35$1250.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership