Company · Ownership research

AlTi Global, Inc. ALTI

CIK 0001838615 · CUSIP 02157E106

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 02157E106 (ALTI), not CUSIP 02157E906 (ALTI), CUSIP 02157E956 (ALTI), CUSIP 02157E114 (ALTI), and does not merge CUSIPs.

This page lists the top 20 of 54 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	Allianz SE CIK 1127508 · View history	$72.25M 19,318,581 shares	1.95%	+19.32MNew	SEC filing ↗ May 12, 2025	▾
02	BlackRock, Inc. CIK 2012383 · View history	$9.54M 2,550,756 shares	0.00%	—	SEC filing ↗ Nov 13, 2024	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$8.55M 2,285,080 shares	0.00%	+370.27K(+19.30%)Added	SEC filing ↗ Nov 13, 2024	▾
04	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$4.04M 1,080,189 shares	0.00%	+318.86K(+41.90%)Added	SEC filing ↗ Nov 12, 2024	▾
05	AlTi Global, Inc. CIK 1838615 · View history	$3.12M 835,402 shares	0.08%	+63.22K(+8.20%)Added	SEC filing ↗ Nov 14, 2024	▾
06	STATE STREET CORP CIK 93751 · View history	$2.02M 540,213 shares	0.00%	+28.69K(+5.60%)Added	SEC filing ↗ Nov 14, 2024	▾
07	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$1.62M 432,617 shares	0.00%	+159.36K(+58.30%)Added	SEC filing ↗ Nov 12, 2024	▾
08	NORTHERN TRUST CORP CIK 73124 · View history	$1.23M 328,096 shares	0.00%	+127.12K(+63.30%)Added	SEC filing ↗ Nov 13, 2024	▾
09	GOLDMAN SACHS GROUP INC CIK 886982 · View history	$351.81K 94,066 shares	0.00%	+31.18K(+49.60%)Added	SEC filing ↗ Nov 14, 2024	▾
10	MORGAN STANLEY CIK 895421 · Amended · View history	$332.64K 88,942 shares	0.00%	+50.27K(+130.00%)Added	SEC filing ↗ May 14, 2025	▾
11	Bank of New York Mellon Corp CIK 1390777 · View history	$290.05K 77,554 shares	0.00%	-28.89K(-27.10%)Reduced	SEC filing ↗ Nov 12, 2024	▾
12	ExodusPoint Capital Management, LP CIK 1736225 · View history	$279.00K 74,472 shares	0.00%	+74.47KNew	SEC filing ↗ Nov 12, 2024	▾
13	Nuveen Asset Management, LLC CIK 1521019 · View history	$194.78K 52,080 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 14, 2024	▾
14	BARCLAYS PLC CIK 312069 · Amended · View history	$166.27K 44,457 shares	0.00%	+32.27K(+264.80%)Added	SEC filing ↗ Mar 31, 2026	▾
15	RHUMBLINE ADVISERS CIK 1115418 · View history	$129.46K 34,617 shares	0.00%	-2.83K(-7.50%)Reduced	SEC filing ↗ Nov 12, 2024	▾
16	JANE STREET GROUP, LLC CIK 1595888 · View history	$123.84K 33,112 shares	0.00%	-38.09K(-53.50%)Reduced	SEC filing ↗ Nov 15, 2024	▾
17	JPMORGAN CHASE & CO CIK 19617 · Amended · View history	$101.32K 27,092 shares	0.00%	+3.92K(+16.90%)Added	SEC filing ↗ Dec 26, 2024	▾
18	BANK OF AMERICA CORP /DE/ CIK 70858 · Amended · View history	$100.82K 26,958 shares	0.00%	+6.05K(+28.90%)Added	SEC filing ↗ Nov 14, 2024	▾
19	Oasis Management Co Ltd. CIK 1317904 · View history	$93.50K 25,000 shares	0.03%	0(0.00%)Unchanged	SEC filing ↗ Nov 14, 2024	▾
20	CITIGROUP INC CIK 831001 · View history	$91.88K 24,568 shares	0.00%	+17.00K(+224.40%)Added	SEC filing ↗ Nov 12, 2024	▾

Showing 20 / 54 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

28,269,883

Not deduplicated across managers

Disclosed value

$105.73M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

AlTi Global, Inc. · Q3 2024

Explore all 54 reporting institutions.

This page includes 20 of 54 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.