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	$58.73M 19,318,581 shares	1.57%	0(0.00%)Unchanged	SEC filing ↗ May 9, 2025	▾
02	BlackRock, Inc. CIK 2012383 · View history	$7.97M 2,621,936 shares	0.00%	-36.23K(-1.40%)Reduced	SEC filing ↗ May 2, 2025	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$6.95M 2,285,469 shares	0.00%	+4.92K(+0.20%)Added	SEC filing ↗ May 9, 2025	▾
04	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$3.43M 1,127,594 shares	0.00%	+32.54K(+3.00%)Added	SEC filing ↗ May 13, 2025	▾
05	AlTi Global, Inc. CIK 1838615 · View history	$2.35M 773,167 shares	0.06%	-44.26K(-5.40%)Reduced	SEC filing ↗ May 15, 2025	▾
06	STATE STREET CORP CIK 93751 · View history	$2.03M 668,982 shares	0.00%	-4.95K(-0.70%)Reduced	SEC filing ↗ May 15, 2025	▾
07	BOKF, NA CIK 9634 · View history	$1.81M 595,894 shares	0.03%	0(0.00%)Unchanged	SEC filing ↗ May 13, 2025	▾
08	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · Amended · View history	$1.40M 459,698 shares	0.00%	-7.72K(-1.70%)Reduced	SEC filing ↗ Sep 15, 2025	▾
09	NORTHERN TRUST CORP CIK 73124 · View history	$1.04M 343,479 shares	0.00%	+7.27K(+2.20%)Added	SEC filing ↗ May 13, 2025	▾
10	UBS Group AG CIK 1610520 · View history	$925.70K 304,506 shares	0.00%	-120.29K(-28.30%)Reduced	SEC filing ↗ May 13, 2025	▾
11	NewEdge Wealth, LLC CIK 1861796 · View history	$350.13K 115,175 shares	0.01%	+1.48K(+1.30%)Added	SEC filing ↗ May 9, 2025	▾
12	Bank of New York Mellon Corp CIK 1390777 · View history	$241.09K 79,305 shares	0.00%	-2.66K(-3.20%)Reduced	SEC filing ↗ Apr 29, 2025	▾
13	GOLDMAN SACHS GROUP INC CIK 886982 · Amended · View history	$217.99K 71,708 shares	0.00%	-48.64K(-40.40%)Reduced	SEC filing ↗ May 16, 2025	▾
14	MORGAN STANLEY CIK 895421 · View history	$211.38K 69,532 shares	0.00%	-5.93K(-7.90%)Reduced	SEC filing ↗ May 15, 2025	▾
15	CITADEL ADVISORS LLC CIK 1423053 · View history	$204.57K 67,294 shares	0.00%	+67.29KNew	SEC filing ↗ May 15, 2025	▾
16	Nuveen, LLC CIK 1871926 · View history	$158.32K 52,080 shares	0.00%	—	SEC filing ↗ May 12, 2025	▾
17	SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 1446194 · View history	$130.84K 43,039 shares	0.00%	+28.20K(+190.10%)Added	SEC filing ↗ May 14, 2025	▾
18	JPMORGAN CHASE & CO CIK 19617 · View history	$123.11K 40,496 shares	0.00%	-40.44K(-50.00%)Reduced	SEC filing ↗ May 12, 2025	▾
19	Invesco Ltd. CIK 914208 · View history	$115.22K 37,900 shares	0.00%	+27.45K(+262.90%)Added	SEC filing ↗ May 12, 2025	▾
20	BARCLAYS PLC CIK 312069 · Amended · View history	$107.65K 35,410 shares	0.00%	-16.46K(-31.70%)Reduced	SEC filing ↗ Mar 17, 2026	▾

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

29,511,481

Not deduplicated across managers

Disclosed value

$89.72M

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. · Q1 2025

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.