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 | No change | 21,707,214 | 78,363 | 0.83% | 0.87% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | Added to | 3,181,284 | 11,484 | 0.0% | 0.0% | 2 | +534,360 | 20.19% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,014,518 | 7,272 | 0.0% | — | 3 | +2,014,518 | New | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,289,528 | 4,656 | 0.0% | 0.0% | 4 | +142,256 | 12.4% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 847,248 | 3,058 | 0.0% | 0.0% | 5 | +11,540 | 1.38% | Q2 2026 | Sep 22, 2026 |
| BlueCrest Capital Management Ltd | History | Added to | 825,000 | 2,978 | 0.1% | 0.04% | 6 | +626,053 | 314.68% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | No change | 773,167 | 2,791 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 400,719 | 1,446 | 0.0% | 0.0% | 8 | +70,002 | 21.17% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 369,491 | 1,333 | 0.0% | 0.0% | 9 | +22,501 | 6.48% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | No change | 357,536 | 1,290 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 338,450 | 1,221 | 0.0% | — | 11 | +338,450 | New | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 315,755 | 1,139 | 0.0% | — | 12 | +315,755 | New | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 306,625 | 1,106 | 0.0% | 0.0% | 13 | +137,327 | 81.12% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 247,895 | 894 | 0.0% | 0.0% | 14 | -56,437 | -18.54% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 202,742 | 731 | 0.0% | 0.0% | 15 | +105,061 | 107.56% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | New | 176,549 | 637 | 0.0% | — | 16 | +176,549 | New | Q2 2026 | Aug 14, 2026 |
| GAM Holding AG | History | Reduced | 175,000 | 631 | 0.05% | 0.11% | 17 | -175,000 | -50.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 122,390 | 441 | 0.0% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 109,599 | 395 | 0.0% | 0.0% | 19 | +10,793 | 10.92% | Q2 2026 | Aug 06, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 109,339 | 394 | 0.0% | 0.01% | 20 | +8,300 | 8.21% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 103,680 | 374 | 0.0% | 0.0% | 21 | +35,109 | 51.2% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 103,197 | 372 | 0.0% | 0.0% | 22 | +42,876 | 71.08% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 73,478 | 265 | 0.0% | 0.0% | 23 | +21,398 | 41.09% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 49,624 | 179 | 0.0% | 0.0% | 24 | -49,939 | -50.16% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 48,971 | 176 | 0.0% | 0.0% | 25 | +12,029 | 32.56% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 43,323 | 156 | 0.0% | 0.0% | 26 | +26,971 | 164.94% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 41,752 | 151 | 0.0% | 0.0% | 27 | +13,879 | 49.79% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 38,460 | 139 | 0.0% | 0.0% | 28 | +4,600 | 13.59% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 35,379 | 127 | 0.0% | 0.0% | 29 | -6,679 | -15.88% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 33,417 | 120 | 0.0% | 0.0% | 30 | +2,069 | 6.6% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | Added to | 32,004 | 115 | 0.0% | 0.0% | 31 | +14,209 | 79.85% | Q2 2026 | Aug 13, 2026 |
| ALGERT GLOBAL LLC | History | New | 30,561 | 110 | 0.0% | — | 32 | +30,561 | New | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Reduced | 26,218 | 94 | 0.0% | 0.0% | 33 | -12,588 | -32.44% | Q2 2026 | Aug 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 25,938 | 93 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | Added to | 25,621 | 92 | 0.0% | 0.0% | 35 | +22,725 | 784.7% | Q2 2026 | Aug 03, 2026 |
| TORONTO DOMINION BANK | History | No change | 25,000 | 90 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 25,000 | 90 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Oasis Management Co Ltd. | History | No change | 25,000 | 90 | 0.0% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 24,426 | 88 | 0.0% | 0.0% | 39 | +20,635 | 544.32% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 23,106 | 83 | 0.0% | 0.0% | 40 | +2,485 | 12.05% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 21,141 | 76 | 0.0% | 0.0% | 41 | +3,557 | 20.23% | Q2 2026 | Aug 12, 2026 |
| Granite FO LLC | History | No change | 19,430 | 70 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 19,300 | 69 | 0.0% | 0.0% | 43 | -35,055 | -64.49% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 17,988 | 64 | 0.0% | — | 44 | +17,988 | New | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Added to | 15,982 | 57 | 0.0% | 0.0% | 45 | +4,554 | 39.85% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Reduced | 15,607 | 56 | 0.0% | 0.0% | 46 | -2,965 | -15.96% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,155 | 54 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IEQ CAPITAL, LLC | History | New | 14,735 | 53 | 0.0% | — | 48 | +14,735 | New | Q2 2026 | Aug 11, 2026 |
| Jump Financial, LLC | History | New | 11,460 | 41 | 0.0% | — | 50 | +11,460 | New | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 11,396 | 41 | 0.0% | 0.0% | 49 | +1,110 | 10.79% | Q2 2026 | Aug 10, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 10,065 | 36 | 0.0% | 0.0% | 51 | +5,000 | 98.72% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,155 | 29 | 0.0% | 0.0% | 52 | -4,781 | -36.96% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 7,863 | 28 | 0.0% | 0.0% | 53 | -822 | -9.46% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,606 | 20 | 0.0% | 0.0% | 54 | -3,071 | -35.39% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | Added to | 5,417 | 19 | 0.0% | 0.0% | 55 | +1,541 | 39.76% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,209 | 19 | 0.0% | 0.0% | 56 | +975 | 23.03% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 4,827 | 17 | 0.0% | 0.0% | 57 | +433 | 9.85% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,345 | 15 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DUPONT CAPITAL MANAGEMENT CORP | History | No change | 4 | 14 | 0.0% | — | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 4,108 | 14 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,101 | 3 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 606 | 2 | 0.0% | 0.0% | 62 | -1,736 | -74.12% | Q2 2026 | Aug 24, 2026 |
| Sterling Capital Management LLC | History | Reduced | 720 | 2 | 0.0% | 0.0% | 63 | -712 | -49.72% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | Added to | 734 | 2 | 0.0% | — | 64 | +638 | 664.58% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 432 | 1 | 0.0% | — | 65 | +198 | 84.62% | Q2 2026 | Jul 24, 2026 |
| Yorkville Advisors Global, LP | History | Closed out | 0 | 0 | — | 1.81% | — | -773,000 | -100.0% | Q2 2026 | Aug 06, 2026 |
| ARP Global Capital Ltd | History | Closed out | 0 | 0 | — | 0.48% | — | -225,100 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Permanens Capital L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -82,581 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,279 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -26,284 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,472 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -12,255 | -100.0% | Q2 2026 | Sep 09, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,056 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -416 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Reduced | 21 | 0 | — | — | — | -98 | -82.35% | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 88 | 0 | — | — | — | +86 | 4300.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | — | — | -70 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Fortitude Family Office, LLC | History | New | 43 | 0 | — | — | — | +43 | New | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 35 | 0 | — | — | — | +33 | 1650.0% | Q2 2026 | Jul 17, 2026 |
| True Wealth Design, LLC | History | Reduced | 2 | 0 | — | — | — | -31 | -93.94% | Q2 2026 | Jul 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 29 | 0 | — | — | — | +17 | 141.67% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 70 | 0 | — | — | — | +6 | 9.38% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 04, 2026 |
| Sunbelt Securities, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kilter Group LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |