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 58 rows by value; the complete set is available through the API.

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	$85.58M 19,318,581 shares	2.23%	0(0.00%)Unchanged	SEC filing ↗ Feb 12, 2025	▾
02	BlackRock, Inc. CIK 2012383 · View history	$11.72M 2,658,166 shares	0.00%	+107.41K(+4.20%)Added	SEC filing ↗ Feb 7, 2025	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$10.06M 2,280,544 shares	0.00%	-4.54K(-0.20%)Reduced	SEC filing ↗ Feb 11, 2025	▾
04	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$4.83M 1,095,057 shares	0.00%	+14.87K(+1.40%)Added	SEC filing ↗ Feb 12, 2025	▾
05	AlTi Global, Inc. CIK 1838615 · View history	$3.59M 817,427 shares	0.09%	-17.98K(-2.20%)Reduced	SEC filing ↗ Feb 14, 2025	▾
06	STATE STREET CORP CIK 93751 · View history	$2.97M 673,932 shares	0.00%	+133.72K(+24.80%)Added	SEC filing ↗ Feb 14, 2025	▾
07	BOKF, NA CIK 9634 · View history	$2.41M 595,894 shares	0.04%	+595.89KNew	SEC filing ↗ Feb 14, 2025	▾
08	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$2.06M 467,415 shares	0.00%	+34.80K(+8.00%)Added	SEC filing ↗ Feb 6, 2025	▾
09	UBS Group AG CIK 1610520 · View history	$1.87M 424,798 shares	0.00%	+408.70K(+2,539.60%)Added	SEC filing ↗ Feb 14, 2025	▾
10	NORTHERN TRUST CORP CIK 73124 · View history	$1.48M 336,209 shares	0.00%	+8.11K(+2.50%)Added	SEC filing ↗ Feb 14, 2025	▾
11	GOLDMAN SACHS GROUP INC CIK 886982 · View history	$530.73K 120,347 shares	0.00%	+26.28K(+27.90%)Added	SEC filing ↗ Feb 11, 2025	▾
12	NewEdge Wealth, LLC CIK 1861796 · View history	$501.42K 113,700 shares	0.01%	+113.70KNew	SEC filing ↗ Feb 5, 2025	▾
13	Bank of New York Mellon Corp CIK 1390777 · View history	$361.46K 81,965 shares	0.00%	+4.41K(+5.70%)Added	SEC filing ↗ Feb 4, 2025	▾
14	JPMORGAN CHASE & CO CIK 19617 · View history	$356.94K 80,939 shares	0.00%	+53.85K(+198.80%)Added	SEC filing ↗ Feb 12, 2025	▾
15	MORGAN STANLEY CIK 895421 · Amended · View history	$332.78K 75,461 shares	0.00%	-13.48K(-15.20%)Reduced	SEC filing ↗ May 15, 2025	▾
16	Nuveen Asset Management, LLC CIK 1521019 · View history	$229.67K 52,080 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Feb 14, 2025	▾
17	BARCLAYS PLC CIK 312069 · Amended · View history	$228.76K 51,874 shares	0.00%	+7.42K(+16.70%)Added	SEC filing ↗ Mar 19, 2026	▾
18	BANK OF AMERICA CORP /DE/ CIK 70858 · View history	$178.60K 40,500 shares	0.00%	+13.54K(+50.20%)Added	SEC filing ↗ Feb 14, 2025	▾
19	RHUMBLINE ADVISERS CIK 1115418 · Amended · View history	$146.79K 33,288 shares	0.00%	-1.33K(-3.80%)Reduced	SEC filing ↗ Jan 30, 2025	▾
20	Brevan Howard Capital Management LP CIK 1512857 · View history	$118.28K 26,284 shares	0.00%	+26.28KNew	SEC filing ↗ Feb 14, 2025	▾

Showing 20 / 58 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

29,675,465

Not deduplicated across managers

Disclosed value

$131.03M

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. · Q4 2024

Explore all 58 reporting institutions.

This page includes 20 of 58 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.