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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Allianz SE added | 21,707,214 | $79M | 59.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,646,924 | $10M | 7.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,637,567 | $6M | 4.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,147,272 | $4M | 3.2% | 2026-Q1 |
| STATE STREET CORP added | 835,708 | $3M | 2.3% | 2026-Q1 |
| Yorkville Advisors Global, LP added | 773,000 | $3M | 2.1% | 2026-Q1 |
| BOKF, NA trimmed | 357,536 | $1M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 346,990 | $1M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 330,717 | $1M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 304,332 | $1M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 283,386 | $1M | 0.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 249,485 | $903K | 0.7% | 2026-Q1 |
| ARP Global Capital Ltd new | 225,100 | $815K | 0.6% | 2026-Q1 |
| BlueCrest Capital Management Ltd new | 198,947 | $720K | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 169,298 | $613K | 0.5% | 2026-Q1 |
| NewEdge Wealth, LLC added | 122,390 | $443K | 0.3% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 21,757 | $439K | 0.3% | 2026-Q1 |
| Summit Trail Advisors, LLC | 101,039 | $366K | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 99,563 | $360K | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 98,806 | $358K | 0.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 97,681 | $354K | 0.3% | 2026-Q1 |
| Permanens Capital L.P. added | 82,581 | $299K | 0.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 68,571 | $248K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 60,321 | $218K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 54,355 | $197K | 0.1% | 2026-Q1 |
| Nuveen, LLC | 52,080 | $189K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 33,860 | $157K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 43,279 | $157K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 42,058 | $152K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 38,806 | $140K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 36,942 | $134K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 31,348 | $113K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 27,873 | $101K | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP trimmed | 26,284 | $95K | 0.1% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC added | 25,938 | $94K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 25,472 | $92K | 0.1% | 2026-Q1 |
| Oasis Management Co Ltd. | 25,000 | $90K | 0.1% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 25,000 | $90K | 0.1% | 2026-Q1 |
| TORONTO DOMINION BANK | 25,000 | $90K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 20,621 | $75K | 0.1% | 2026-Q1 |
| Granite FO LLC | 19,430 | $70K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 18,572 | $67K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 17,988 | $65K | 0.0% | 2026-Q1 |
| MetLife Investment Management, LLC added | 17,795 | $64K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 17,584 | $63K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 16,352 | $59K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 15,155 | $55K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 12,936 | $47K | 0.0% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 12,255 | $44K | 0.0% | 2026-Q1 |
| Cerity Partners LLC new | 11,428 | $41K | 0.0% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 10,286 | $37K | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 10,056 | $36K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 8,685 | $31K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 8,677 | $31K | 0.0% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 5,065 | $18K | 0.0% | 2026-Q1 |
| FMR LLC added | 4,394 | $16K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 4,345 | $16K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 4,234 | $15K | 0.0% | 2026-Q1 |
| CWM, LLC added | 4,108 | $15K | 0.0% | 2026-Q1 |
| Legal & General Group Plc | 3,876 | $14K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. | 3,791 | $14K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 2,896 | $10K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 2,342 | $8K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 1,432 | $5K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 1,101 | $4K | 0.0% | 2026-Q1 |
| Optiver Holding B.V. | 416 | $2K | 0.0% | 2026-Q1 |
| Kilter Group LLC | 200 | $724 | 0.0% | 2026-Q1 |
| Essential Partners LLC added | 119 | $431 | 0.0% | 2026-Q1 |
| Arax Advisory Partners added | 96 | $348 | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 70 | $254 | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 64 | $232 | 0.0% | 2026-Q1 |
| True Wealth Design, LLC | 33 | $120 | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 12 | $43 | 0.0% | 2026-Q1 |
| Larson Financial Group LLC | 11 | $40 | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 10 | $36 | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 8 | $29 | 0.0% | 2026-Q1 |
| MAI Capital Management new | 7 | $26 | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. | 7 | $25 | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 5 | $18 | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 4 | $14 | 0.0% | 2026-Q1 |
| DUPONT CAPITAL MANAGEMENT CORP | 4 | $14 | 0.0% | 2026-Q1 |
| SJS Investment Consulting Inc. new | 2 | $8 | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 2 | $7 | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 2,183,634 | $10M | 7.7% | 2025-Q4 stale |
| George Kaiser Family Foundation new | 291,763 | $1M | 0.8% | 2025-Q3 stale |
| Prescott Group Capital Management, L.L.C. new | 291,763 | $1M | 0.8% | 2025-Q3 stale |
| GAM Holding AG new | 25,780 | $120K | 0.1% | 2025-Q4 stale |
| Voya Investment Management LLC added | 14,517 | $60K | 0.0% | 2025-Q2 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 11,677 | $54K | 0.0% | 2025-Q4 stale |
| Corebridge Financial, Inc. added | 17,236 | $52K | 0.0% | 2025-Q1 stale |
| HRT FINANCIAL LP new | 13,458 | $47K | 0.0% | 2025-Q3 stale |
| Stratos Wealth Partners, LTD. trimmed | 10,000 | $46K | 0.0% | 2025-Q4 stale |
| FNY Investment Advisers, LLC new | 4,000 | $14K | 0.0% | 2025-Q3 stale |
| Steward Partners Investment Advisory, LLC | 1,500 | $7K | 0.0% | 2025-Q4 stale |
| AMALGAMATED BANK added | 1,359 | $6K | 0.0% | 2025-Q4 stale |
| NISA INVESTMENT ADVISORS, LLC added | 58 | $241 | 0.0% | 2025-Q2 stale |
| Clearstead Advisors, LLC | 35 | $125 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.