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 76 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	$96.71M 20,841,870 shares	1.25%	0(0.00%)Unchanged	SEC filing ↗ Feb 13, 2026	▾
02	BlackRock, Inc. CIK 2012383 · View history	$12.46M 2,685,781 shares	0.00%	+21.91K(+0.80%)Added	SEC filing ↗ Feb 12, 2026	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$10.13M 2,183,634 shares	0.00%	+148.61K(+7.30%)Added	SEC filing ↗ Jan 29, 2026	▾
04	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$5.25M 1,130,704 shares	0.00%	-31.90K(-2.70%)Reduced	SEC filing ↗ Feb 9, 2026	▾
05	STATE STREET CORP CIK 93751 · View history	$3.60M 776,258 shares	0.00%	+60.18K(+8.40%)Added	SEC filing ↗ Feb 13, 2026	▾
06	AlTi Global, Inc. CIK 1838615 · View history	$3.59M 773,174 shares	0.08%	+4(0.00%)Added	SEC filing ↗ Feb 13, 2026	▾
07	Yorkville Advisors Global, LP CIK 1838613 · View history	$3.01M 649,199 shares	2.01%	+201.70K(+45.10%)Added	SEC filing ↗ Feb 10, 2026	▾
08	BOKF, NA CIK 9634 · View history	$1.80M 387,331 shares	0.03%	-208.56K(-35.00%)Reduced	SEC filing ↗ Feb 3, 2026	▾
09	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$1.65M 356,263 shares	0.00%	-5.78K(-1.60%)Reduced	SEC filing ↗ Feb 13, 2026	▾
10	NORTHERN TRUST CORP CIK 73124 · View history	$1.48M 319,551 shares	0.00%	-14.79K(-4.40%)Reduced	SEC filing ↗ Feb 17, 2026	▾
11	UBS Group AG CIK 1610520 · View history	$880.57K 189,778 shares	0.00%	-308.31K(-61.90%)Reduced	SEC filing ↗ Jan 29, 2026	▾
12	RAYMOND JAMES FINANCIAL INC CIK 720005 · View history	$849.83K 183,152 shares	0.00%	+183.15KNew	SEC filing ↗ Feb 18, 2026	▾
13	NewEdge Wealth, LLC CIK 1861796 · View history	$556.29K 119,890 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ Feb 3, 2026	▾
14	Summit Trail Advisors, LLC CIK 1698478 · View history	$468.82K 101,039 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ Feb 17, 2026	▾
15	Bank of New York Mellon Corp CIK 1390777 · View history	$460.18K 99,177 shares	0.00%	-8.13K(-7.60%)Reduced	SEC filing ↗ Feb 10, 2026	▾
16	MORGAN STANLEY CIK 895421 · Amended · View history	$394.38K 84,995 shares	0.00%	+16.85K(+24.70%)Added	SEC filing ↗ May 27, 2026	▾
17	Permanens Capital L.P. CIK 1599637 · View history	$361.07K 77,817 shares	0.05%	0(0.00%)Unchanged	SEC filing ↗ Feb 17, 2026	▾
18	SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 1446194 · View history	$345.69K 74,503 shares	0.00%	+74.50KNew	SEC filing ↗ Feb 17, 2026	▾
19	BARCLAYS PLC CIK 312069 · View history	$313.51K 67,567 shares	0.00%	+7.01K(+11.60%)Added	SEC filing ↗ Feb 13, 2026	▾
20	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$309.97K 66,803 shares	0.00%	+14.64K(+28.10%)Added	SEC filing ↗ Feb 12, 2026	▾

Showing 20 / 76 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

32,052,328

Not deduplicated across managers

Disclosed value

$148.72M

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. · Q4 2025

Explore all 76 reporting institutions.

This page includes 20 of 76 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.

Download CSV
Earlier quarters
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 76 reporting institutions; totals use the complete disclosed data.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.

MCP  https://api.akkrudata.ai/mcp

akkru_institutional_holdings
{"action":"holders","cusip":"02157E106","quarter":"2025Q4","type":"positions","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP / CLI documentation: /documents
llms.txt: /llms.txt

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.