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 65 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	$80.17M 19,318,581 shares	1.89%	0(0.00%)Unchanged	SEC filing ↗ Aug 8, 2025	▾
02	BlackRock, Inc. CIK 2012383 · View history	$12.07M 2,908,333 shares	0.00%	+286.40K(+10.90%)Added	SEC filing ↗ Aug 12, 2025	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$9.74M 2,348,007 shares	0.00%	+62.54K(+2.70%)Added	SEC filing ↗ Aug 11, 2025	▾
04	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$5.39M 1,298,545 shares	0.00%	+170.95K(+15.20%)Added	SEC filing ↗ Aug 8, 2025	▾
05	AlTi Global, Inc. CIK 1838615 · View history	$3.21M 773,167 shares	0.08%	0(0.00%)Unchanged	SEC filing ↗ Jul 31, 2025	▾
06	STATE STREET CORP CIK 93751 · View history	$2.82M 680,052 shares	0.00%	+11.07K(+1.70%)Added	SEC filing ↗ Aug 14, 2025	▾
07	BOKF, NA CIK 9634 · View history	$2.47M 595,894 shares	0.04%	0(0.00%)Unchanged	SEC filing ↗ Aug 12, 2025	▾
08	UBS Group AG CIK 1610520 · View history	$2.14M 515,865 shares	0.00%	+211.36K(+69.40%)Added	SEC filing ↗ Aug 14, 2025	▾
09	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$2.13M 513,025 shares	0.00%	+53.33K(+11.60%)Added	SEC filing ↗ Aug 12, 2025	▾
10	NORTHERN TRUST CORP CIK 73124 · View history	$1.54M 371,174 shares	0.00%	+27.70K(+8.10%)Added	SEC filing ↗ Aug 13, 2025	▾
11	NewEdge Wealth, LLC CIK 1861796 · View history	$550.90K 119,890 shares	0.01%	+4.71K(+4.10%)Added	SEC filing ↗ Aug 11, 2025	▾
12	Summit Trail Advisors, LLC CIK 1698478 · View history	$419.31K 101,039 shares	0.01%	+101.04KNew	SEC filing ↗ Aug 14, 2025	▾
13	Bank of New York Mellon Corp CIK 1390777 · View history	$376.80K 90,795 shares	0.00%	+11.49K(+14.50%)Added	SEC filing ↗ Aug 5, 2025	▾
14	MORGAN STANLEY CIK 895421 · View history	$371.45K 89,507 shares	0.00%	+19.98K(+28.70%)Added	SEC filing ↗ Aug 14, 2025	▾
15	Permanens Capital L.P. CIK 1599637 · View history	$322.94K 77,817 shares	0.04%	+77.82KNew	SEC filing ↗ Aug 14, 2025	▾
16	BARCLAYS PLC CIK 312069 · Amended · View history	$299.58K 72,187 shares	0.00%	+36.78K(+103.90%)Added	SEC filing ↗ Feb 27, 2026	▾
17	Nuveen, LLC CIK 1871926 · View history	$216.13K 52,080 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Aug 12, 2025	▾
18	SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 1446194 · View history	$214.27K 51,632 shares	0.00%	+8.59K(+20.00%)Added	SEC filing ↗ Aug 14, 2025	▾
19	ROYAL BANK OF CANADA CIK 1000275 · Amended · View history	$179.00K 43,308 shares	0.00%	+36.63K(+548.70%)Added	SEC filing ↗ Nov 21, 2025	▾
20	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$160.39K 38,648 shares	0.00%	+25.66K(+197.60%)Added	SEC filing ↗ Aug 12, 2025	▾

Showing 20 / 65 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

30,597,433

Not deduplicated across managers

Disclosed value

$127.03M

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. · Q2 2025

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This page includes 20 of 65 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.