AlTi Global, Inc. - ALTI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANZ SE | History | Added to | 21,707,214 | 78,580 | 0.87% | 1.25% | 1 | +865,344 | 4.15% | Q1 2026 | May 11, 2026 |
| VANGUARD GROUP INC | History | No change | 2,183,634 | 10,132 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 2,646,924 | 9,581 | 0.0% | 0.0% | 3 | -38,857 | -1.45% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,147,272 | 4,154 | 0.0% | 0.0% | 4 | +16,568 | 1.47% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 835,708 | 3,025 | 0.0% | 0.0% | 5 | +59,450 | 7.66% | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | Reduced | 773,167 | 2,807 | 0.06% | 0.08% | 6 | -7 | -0.0% | Q1 2026 | May 07, 2026 |
| Yorkville Advisors Global, LP | History | Added to | 773,000 | 2,798 | 1.81% | 1.9% | 7 | +123,801 | 19.07% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Reduced | 357,536 | 1,294 | 0.02% | 0.03% | 8 | -29,795 | -7.69% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 346,990 | 1,256 | 0.0% | 0.0% | 9 | -9,273 | -2.6% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 330,717 | 1,197 | 0.0% | 0.0% | 10 | +11,166 | 3.49% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 304,332 | 1,101 | 0.0% | 0.0% | 11 | +121,180 | 66.16% | Q1 2026 | May 14, 2026 |
| ARP Global Capital Ltd | History | New | 225,100 | 814 | 0.48% | — | 12 | +225,100 | New | Q1 2026 | May 14, 2026 |
| BlueCrest Capital Management Ltd | History | New | 198,947 | 720 | 0.04% | — | 13 | +198,947 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 169,298 | 612 | 0.0% | 0.0% | 14 | -20,480 | -10.79% | Q1 2026 | May 05, 2026 |
| NewEdge Wealth, LLC | History | Added to | 122,390 | 443 | 0.01% | 0.01% | 15 | +2,500 | 2.09% | Q1 2026 | May 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 101,039 | 365 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 99,563 | 360 | 0.0% | 0.0% | 17 | +35,856 | 56.28% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 98,806 | 357 | 0.0% | 0.0% | 18 | -371 | -0.37% | Q1 2026 | May 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 97,681 | 353 | 0.0% | 0.0% | 19 | +30,878 | 46.22% | Q1 2026 | May 07, 2026 |
| Permanens Capital L.P. | History | Added to | 82,581 | 298 | 0.04% | 0.05% | 20 | +4,764 | 6.12% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 68,571 | 248 | 0.0% | 0.0% | 21 | -16,424 | -19.32% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 60,321 | 218 | 0.0% | 0.0% | 22 | +22,897 | 61.18% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 54,355 | 196 | 0.0% | 0.0% | 23 | -58,648 | -51.9% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | No change | 52,080 | 188 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 33,860 | 157 | 0.0% | 0.0% | 25 | +1,500 | 4.64% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 43,279 | 156 | 0.0% | 0.0% | 26 | -11,498 | -20.99% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 42,058 | 152 | 0.0% | 0.0% | 27 | -2,606 | -5.83% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 38,806 | 140 | 0.0% | 0.0% | 28 | -1,032 | -2.59% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 36,942 | 133 | 0.0% | 0.0% | 29 | +6,913 | 23.02% | Q1 2026 | May 06, 2026 |
| GAM Holding AG | History | No change | 25,780 | 119 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 31,348 | 113 | 0.0% | 0.0% | 31 | -657 | -2.05% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 27,873 | 101 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 26,284 | 95 | 0.0% | 0.0% | 33 | -1,316 | -4.77% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 25,938 | 93 | 0.0% | — | 34 | +25,938 | New | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 25,472 | 92 | 0.0% | 0.0% | 35 | -28,972 | -53.21% | Q1 2026 | May 12, 2026 |
| TORONTO DOMINION BANK | History | No change | 25,000 | 90 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 25,000 | 90 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Oasis Management Co Ltd. | History | No change | 25,000 | 90 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 20,621 | 74 | 0.0% | 0.0% | 39 | +498 | 2.47% | Q1 2026 | May 15, 2026 |
| Granite FO LLC | History | No change | 19,430 | 70 | 0.04% | 0.05% | 40 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Added to | 18,572 | 67 | 0.0% | 0.0% | 41 | +5,023 | 37.07% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 17,795 | 64 | 0.0% | 0.0% | 42 | +1,327 | 8.06% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17,584 | 63 | 0.0% | 0.0% | 43 | -12,281 | -41.12% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 16,352 | 59 | 0.0% | 0.0% | 44 | -32,167 | -66.3% | Q1 2026 | May 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,155 | 54 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 12,936 | 46 | 0.0% | 0.0% | 46 | +2,941 | 29.42% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 12,255 | 44 | 0.0% | 0.0% | 47 | -1,144 | -8.54% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | New | 11,428 | 41 | 0.0% | — | 48 | +11,428 | New | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 10,286 | 37 | 0.0% | 0.0% | 49 | -5,994 | -36.82% | Q1 2026 | May 08, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 10,056 | 36 | 0.0% | 0.0% | 50 | -24,804 | -71.15% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 8,685 | 31 | 0.0% | 0.0% | 51 | -58,882 | -87.15% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 8,677 | 31 | 0.0% | 0.0% | 52 | +6,441 | 288.06% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 5,065 | 18 | 0.0% | — | 53 | +5,000 | 7692.31% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 4,234 | 15 | 0.0% | 0.0% | 55 | -1,265 | -23.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 4,394 | 15 | 0.0% | 0.0% | 54 | +38 | 0.87% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,345 | 15 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 4,108 | 14 | 0.0% | 0.0% | 58 | +2,157 | 110.56% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | No change | 3,876 | 14 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | No change | 3,791 | 13 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 2,896 | 10 | 0.0% | 0.0% | 60 | +1,878 | 184.48% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,342 | 8 | 0.0% | 0.0% | 61 | -323 | -12.12% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,432 | 5 | 0.0% | 0.0% | 62 | -1,062 | -42.58% | Q1 2026 | Apr 22, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,101 | 3 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Optiver Holding B.V. | History | No change | 416 | 1 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,677 | -100.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q1 2026 | May 08, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,359 | -100.0% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 234 | 0 | — | — | — | +105 | 81.4% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 119 | 0 | — | — | — | +100 | 526.32% | Q1 2026 | May 21, 2026 |
| Arax Advisory Partners | History | Added to | 96 | 0 | — | — | — | +86 | 860.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | New | 70 | 0 | — | — | — | +70 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 64 | 0 | — | — | — | +30 | 88.24% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 12 | 0 | — | — | — | +6 | 100.0% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 24, 2026 |
| SJS Investment Consulting Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 23, 2026 |
| Farther Finance Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 10 | 0 | — | — | — | -1 | -9.09% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DUPONT CAPITAL MANAGEMENT CORP | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Larson Financial Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| True Wealth Design, LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Kilter Group LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |