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 84 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	$78.58M 21,707,214 shares	0.87%	+865.34K(+4.20%)Added	SEC filing ↗ May 11, 2026	▾
02	BlackRock, Inc. CIK 2012383 · View history	$9.58M 2,646,924 shares	0.00%	-38.86K(-1.40%)Reduced	SEC filing ↗ May 13, 2026	▾
03	VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · Amended · View history	$5.93M 1,637,567 shares	0.00%	—	SEC filing ↗ May 15, 2026	▾
04	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$4.15M 1,147,272 shares	0.00%	+16.57K(+1.50%)Added	SEC filing ↗ May 15, 2026	▾
05	STATE STREET CORP CIK 93751 · View history	$3.03M 835,708 shares	0.00%	+59.45K(+7.70%)Added	SEC filing ↗ May 15, 2026	▾
06	AlTi Global, Inc. CIK 1838615 · View history	$2.81M 773,167 shares	0.06%	-7(0.00%)Reduced	SEC filing ↗ May 7, 2026	▾
07	Yorkville Advisors Global, LP CIK 1838613 · View history	$2.80M 773,000 shares	1.90%	+123.80K(+19.10%)Added	SEC filing ↗ May 13, 2026	▾
08	BOKF, NA CIK 9634 · View history	$1.29M 357,536 shares	0.02%	-29.80K(-7.70%)Reduced	SEC filing ↗ May 8, 2026	▾
09	GAM Holding AG CIK 1438848 · View history	$1.27M 350,000 shares	0.11%	+324.22K(+1,257.60%)Added	SEC filing ↗ Aug 13, 2026	▾
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$1.26M 346,990 shares	0.00%	-9.27K(-2.60%)Reduced	SEC filing ↗ May 15, 2026	▾
11	NORTHERN TRUST CORP CIK 73124 · View history	$1.20M 330,717 shares	0.00%	+11.17K(+3.50%)Added	SEC filing ↗ May 14, 2026	▾
12	RAYMOND JAMES FINANCIAL INC CIK 720005 · View history	$1.10M 304,332 shares	0.00%	+121.18K(+66.20%)Added	SEC filing ↗ May 14, 2026	▾
13	VANGUARD FIDUCIARY TRUST CO CIK 933478 · Amended · View history	$1.03M 283,386 shares	0.00%	—	SEC filing ↗ May 8, 2026	▾
14	VANGUARD PORTFOLIO MANAGEMENT LLC CIK 2100121 · Amended · View history	$903.14K 249,485 shares	0.00%	—	SEC filing ↗ May 8, 2026	▾
15	ARP Global Capital Ltd CIK 2074760 · View history	$814.86K 225,100 shares	0.48%	+225.10KNew	SEC filing ↗ May 14, 2026	▾
16	BlueCrest Capital Management Ltd CIK 1610880 · View history	$720.19K 198,947 shares	0.07%	+198.95KNew	SEC filing ↗ May 15, 2026	▾
17	UBS Group AG CIK 1610520 · View history	$612.86K 169,298 shares	0.00%	-20.48K(-10.80%)Reduced	SEC filing ↗ May 5, 2026	▾
18	NewEdge Wealth, LLC CIK 1861796 · View history	$443.05K 122,390 shares	0.01%	+2.50K(+2.10%)Added	SEC filing ↗ May 13, 2026	▾
19	Summit Trail Advisors, LLC CIK 1698478 · View history	$365.76K 101,039 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ May 12, 2026	▾
20	GOLDMAN SACHS GROUP INC CIK 886982 · View history	$360.42K 99,563 shares	0.00%	+35.86K(+56.30%)Added	SEC filing ↗ May 15, 2026	▾

Showing 20 / 84 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

33,837,590

Not deduplicated across managers

Disclosed value

$122.54M

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 2026

Explore all 84 reporting institutions.

This page includes 20 of 84 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.