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Who owns ALTIWhat ALTI owns

Who owns AlTi Global, Inc.?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of ALTI from SEC Form 13F filings across 78 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 78 institutions disclosed 35.3M shares of AlTi Global, Inc. worth $127.2M — about 31.8% of shares outstanding; the largest disclosed holder is Allianz SE. Source: SEC Form 13F filings, parsed by EvidInvest.

78

13F holders

$127.2M

value, 2026 filers

31.8%

of shares outstanding (35.3M sh)

16

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ALTI's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Allianz SE21.7M$78.4M0.8%19.6%0.0%
2BlackRock, Inc.3.2M$11.5M0.0%2.9%+20.2%
3VANGUARD CAPITAL MANAGEMENT LLCNEW2.0M$7.3M0.0%1.8%new
4GEODE CAPITAL MANAGEMENT, LLC1.3M$4.7M0.0%1.2%+12.4%
5STATE STREET CORP847,248$3.1M0.0%0.8%+1.4%
6BlueCrest Capital Management Ltd825,000$3.0M0.1%0.7%+314.7%
7AlTi Global, Inc.773,167$2.8M0.1%0.7%0.0%
8NORTHERN TRUST CORP400,719$1.4M0.0%0.4%+21.2%
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC369,491$1.3M0.0%0.3%+6.5%
10Sixth Street Partners Management Company, L.P.NEW369,491$1.3M0.2%0.3%new
11BOKF, NA357,536$1.3M0.0%0.3%0.0%
12VANGUARD PORTFOLIO MANAGEMENT LLCNEW338,450$1.2M0.0%0.3%new
13VANGUARD FIDUCIARY TRUST CONEW315,755$1.1M0.0%0.3%new
14UBS Group AG306,625$1.1M0.0%0.3%+81.1%
15RAYMOND JAMES FINANCIAL INC247,895$894,9010.0%0.2%-18.5%
16DIMENSIONAL FUND ADVISORS LP202,742$731,8990.0%0.2%+107.6%
17Squarepoint Ops LLCNEW176,549$637,3420.0%0.2%new
18GAM Holding AGNEW175,000$631,7500.0%0.2%new
19NewEdge Wealth, LLC122,390$441,8290.0%0.1%0.0%
20Bank of New York Mellon Corp109,599$395,6530.0%0.1%+10.9%
21Summit Trail Advisors, LLC109,339$394,7140.0%0.1%+8.2%
22MORGAN STANLEY103,680$374,2850.0%0.1%+51.2%
23AQR CAPITAL MANAGEMENT LLC103,197$372,5410.0%0.1%+71.1%
24Nuveen, LLC73,478$265,2550.0%0.1%+41.1%
25GOLDMAN SACHS GROUP INC49,624$179,1430.0%0%-50.2%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.