DaveManuel.com · Institutional Ownership · Who Owns It
ALTI GLOBAL INC (ALTI)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
76
Reporting holders
$126.1M
Reported value
0.1%
Calls
0.0%
Puts
-8
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Allianz SE | $78.4M | 21,707,214 | 0.83% | 8q | HELD |
| BlackRock, Inc. | $11.5M | 3,181,284 | 0.00% | 8q | +20.2%+$1.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.3M | 2,014,518 | 0.00% | 2q | +23.0%+$1.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $4.7M | 1,289,528 | 0.00% | 13q | +12.4%+$513.7K |
| STATE STREET CORP | $3.1M | 847,248 | 0.00% | 13q | +1.4%+$41.7K |
| BlueCrest Capital Management Ltd | $3.0M | 825,000 | 0.10% | 2q | +314.7%+$2.3M |
| AlTi Global, Inc. | $2.8M | 773,167 | 0.06% | 11q | HELD |
| NORTHERN TRUST CORP | $1.4M | 400,719 | 0.00% | 13q | +21.2%+$252.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.3M | 369,491 | 0.00% | 13q | +6.5%+$81.2K |
| BOKF, NA | $1.3M | 357,536 | 0.02% | 7q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2M | 338,450 | 0.00% | 2q | +35.7%+$321.2K |
| VANGUARD FIDUCIARY TRUST CO | $1.1M | 315,755 | 0.00% | 2q | +11.4%+$116.9K |
| UBS Group AG | $1.1M | 306,625 | 0.00% | 13q | +81.1%+$495.8K |
| RAYMOND JAMES FINANCIAL INC | $894.9K | 247,895 | 0.00% | 3q | -18.5%-$203.7K |
| DIMENSIONAL FUND ADVISORS LP | $731.9K | 202,742 | 0.00% | 7q | +107.6%+$379.3K |
| Squarepoint Ops LLC | $637.3K | 176,549 | 0.00% | new | NEW |
| GAM Holding AG | $631.8K | 175,000 | 0.05% | 3q | -50.0%-$631.8K |
| NewEdge Wealth, LLC | $441.8K | 122,390 | 0.00% | 7q | HELD |
| Bank of New York Mellon Corp | $395.7K | 109,599 | 0.00% | 13q | +10.9%+$39.0K |
| Summit Trail Advisors, LLC | $394.7K | 109,339 | 0.00% | 5q | +8.2%+$30.0K |
| MORGAN STANLEY | $374.3K | 103,680 | 0.00% | 13q | +51.2%+$126.7K |
| AQR CAPITAL MANAGEMENT LLC | $372.5K | 103,197 | 0.00% | 6q | +71.1%+$154.8K |
| Nuveen, LLC | $265.3K | 73,478 | 0.00% | 6q | +41.1%+$77.2K |
| GOLDMAN SACHS GROUP INC | $179.1K | 49,624 | 0.00% | 13q | -50.2%-$180.3K |
| DEUTSCHE BANK AG\ | $176.8K | 48,971 | 0.00% | 3q | +32.6%+$43.4K |
| WELLS FARGO & COMPANY/MN | $156.4K | 43,323 | 0.00% | 13q | +164.9%+$97.4K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $151.0K | 41,752 | 0.00% | 9q | +49.8%+$50.2K |
| ALLIANCEBERNSTEIN L.P. | $139.2K | 38,460 | 0.00% | 9q | +13.6%+$16.7K |
| BANK OF AMERICA CORP /DE/ | $127.7K | 35,379 | 0.00% | 13q | -15.9%-$24.1K |
| RHUMBLINE ADVISERS | $120.6K | 33,417 | 0.00% | 13q | +6.6%+$7.5K |
| MetLife Investment Management, LLC | $115.5K | 32,004 | 0.00% | 5q | +79.8%+$51.3K |
| ALGERT GLOBAL LLC | $110.3K | 30,561 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $108.2K incl. $71.8K options CALL+PUT | 10,065 | 0.00% | 3q | +98.7%+$53.7K |
| Invesco Ltd. | $94.6K | 26,218 | 0.00% | 7q | -32.4%-$45.4K |
| SIMON QUICK ADVISORS, LLC | $93.6K | 25,938 | 0.00% | 2q | HELD |
| CITIGROUP INC | $92.5K | 25,621 | 0.00% | 13q | +784.7%+$82.0K |
| TORONTO DOMINION BANK | $90.2K | 25,000 | 0.00% | 4q | HELD |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $90.2K | 25,000 | 0.00% | 6q | HELD |
| Oasis Management Co Ltd. | $90.2K | 25,000 | 0.00% | 9q | HELD |
| Russell Investments Group, Ltd. | $88.2K | 24,426 | 0.00% | 8q | +544.3%+$74.5K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $83.4K | 23,106 | 0.00% | 9q | +12.1%+$9.0K |
| JPMORGAN CHASE & CO | $76.3K | 21,141 | 0.00% | 13q | +20.2%+$12.8K |
| Granite FO LLC | $70.1K | 19,430 | 0.04% | 8q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $69.7K CALL | options only | 0.00% | 3q | OPTIONS |
| Vanguard Global Advisers, LLC | $64.9K | 17,988 | 0.00% | 2q | HELD |
| Cerity Partners LLC | $57.7K | 15,982 | 0.00% | 2q | +39.8%+$16.4K |
| XTX Topco Ltd | $56.3K | 15,607 | 0.00% | 3q | -16.0%-$10.7K |
| Police & Firemen's Retirement System of New Jersey | $54.7K | 15,155 | 0.00% | 7q | HELD |
| IEQ CAPITAL, LLC | $53.2K | 14,735 | 0.00% | new | NEW |
| Jump Financial, LLC | $41.4K | 11,460 | 0.00% | new | NEW |
| INTECH INVESTMENT MANAGEMENT LLC | $41.1K | 11,396 | 0.00% | 7q | +10.8%+$4.0K |
| BNP PARIBAS FINANCIAL MARKETS | $29.4K | 8,155 | 0.00% | 7q | -37.0%-$17.3K |
| BARCLAYS PLC | $28.4K | 7,863 | 0.00% | 13q | -9.5%-$3.0K |
| Tower Research Capital LLC (TRC) | $20.2K | 5,606 | 0.00% | 13q | -35.4%-$11.1K |
| Legal & General Group Plc | $19.6K | 5,417 | 0.00% | 12q | +39.8%+$5.6K |
| ROYAL BANK OF CANADA | $19.0K | 5,209 | 0.00% | 6q | +23.0%+$3.6K |
| FMR LLC | $17.4K | 4,827 | 0.00% | 13q | +9.9%+$1.6K |
| Ameritas Investment Partners, Inc. | $15.7K | 4,345 | 0.00% | 13q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $4.0K | 1,101 | 0.00% | 13q | HELD |
| Arax Advisory Partners | $2.6K | 734 | 0.00% | 4q | +664.6%+$2.3K |
| Sterling Capital Management LLC | $2.6K | 720 | 0.00% | 8q | -49.7%-$2.6K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.2K | 606 | 0.00% | 13q | -74.1%-$6.3K |
| EverSource Wealth Advisors, LLC | $1.6K | 432 | 0.00% | 7q | +84.6% |
| Kilter Group LLC | $722 | 200 | 0.00% | 5q | HELD |
| SJS Investment Consulting Inc. | $318 | 88 | 0.00% | 2q | +4300.0% |
| IFP Advisors, Inc | $253 | 70 | 0.00% | 5q | +9.4% |
| Fortitude Family Office, LLC | $155 | 43 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $126 | 35 | 0.00% | 2q | +1650.0% |
| ROTHSCHILD INVESTMENT LLC | $105 | 29 | 0.00% | 3q | +141.7% |
| Essential Partners LLC | $76 | 21 | 0.00% | 5q | -82.4% |
| Clearstead Advisors, LLC | $55 | 15 | 0.00% | new | NEW |
| Larson Financial Group LLC | $40 | 11 | 0.00% | 9q | HELD |
| SBI Securities Co., Ltd. | $25 | 7 | 0.00% | 7q | HELD |
| DUPONT CAPITAL MANAGEMENT CORP | $14 | 4 | 0.00% | 13q | HELD |
| True Wealth Design, LLC | $8 | 2 | 0.00% | 6q | -93.9% |
| Caitong International Asset Management Co., Ltd | $4 | 1 | 0.00% | new | NEW |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-20 | 2026-10-19 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 11 | $1.1M | 374,256 | 1 | 3 | 3 | 0.0% |
| Q2 2026 | 76 | $126.1M | 34,902,704 | 8 | 38 | 14 | 0.1% |
| Q1 2026 | 84 | $122.6M | 33,837,590 | 10 | 28 | 22 | 0.0% |
| Q4 2025 | 76 | $149.0M | 32,052,328 | 10 | 26 | 23 | 0.2% |
| Q3 2025 | 74 | $115.9M | 32,536,694 | 15 | 19 | 19 | 0.0% |
| Q2 2025 | 64 | $127.2M | 30,640,741 | 8 | 33 | 5 | 0.0% |
| Q1 2025 | 57 | $89.8M | 29,522,839 | 5 | 19 | 17 | 0.0% |
| Q4 2024 | 57 | $131.0M | 29,675,465 | 10 | 21 | 8 | 0.0% |
| Q3 2024 | 53 | $105.8M | 28,296,975 | 11 | 20 | 10 | 0.0% |
| Q2 2024 | 46 | $37.9M | 7,283,382 | 14 | 16 | 10 | 0.0% |
| Q1 2024 | 40 | $33.7M | 5,961,409 | 3 | 20 | 10 | 0.0% |
| Q4 2023 | 42 | $37.5M | 4,279,056 | 3 | 20 | 6 | 0.0% |
| Q3 2023 | 41 | $26.1M | 3,735,362 | 5 | 17 | 7 | 0.0% |
| Q2 2023 | 43 | $27.9M | 3,637,259 | 43 | 0 | 0 | 0.0% |
| Q1 2023 | 23 | $18.0M | 1,438,865 | 23 | 0 | 0 | 0.0% |