Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ALTI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | ALLIANZ SE | 21.7M | $78.6M | +4.2% | 21.197% | 0.87% |
| 2 | BlackRock, Inc. | 2.6M | $9.6M | -1.5% | 2.585% | 0.00% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $4.2M | +1.5% | 1.120% | 0.00% |
| 4 | STATE STREET CORP | 836K | $3.0M | +7.7% | 0.816% | 0.00% |
| 5 | AlTi Global, Inc. | 773K | $2.8M | 0.0% | 0.755% | 0.06% |
| 6 | Yorkville Advisors Global, LP | 773K | $2.8M | +19.1% | 0.755% | 1.90% |
| 7 | BOKF, NA | 358K | $1.3M | -7.7% | 0.349% | 0.02% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 347K | $1.3M | -2.6% | 0.339% | 0.00% |
| 9 | NORTHERN TRUST CORP | 331K | $1.2M | +3.5% | 0.323% | 0.00% |
| 10 | RAYMOND JAMES FINANCIAL INC | 304K | $1.1M | +66.2% | 0.297% | 0.00% |
| 11 | ARP Global Capital Ltd | 225K | $815K | — | 0.220% | 0.48% |
| 12 | BlueCrest Capital Management Ltd | 199K | $720K | — | 0.194% | 0.05% |
| 13 | UBS Group AG | 169K | $613K | -10.8% | 0.165% | 0.00% |
| 14 | NewEdge Wealth, LLC | 122K | $443K | +2.1% | 0.120% | 0.01% |
| 15 | EverSource Wealth Advisors, LLC | 22K | $439K | +16765.9% | 0.021% | 0.01% |
| 16 | Summit Trail Advisors, LLC | 101K | $366K | 0.0% | 0.099% | 0.01% |
| 17 | GOLDMAN SACHS GROUP INC | 100K | $360K | +56.3% | 0.097% | 0.00% |
| 18 | Bank of New York Mellon Corp | 99K | $358K | -0.4% | 0.097% | 0.00% |
| 19 | DIMENSIONAL FUND ADVISORS LP | 98K | $354K | +46.2% | 0.095% | 0.00% |
| 20 | Permanens Capital L.P. | 83K | $299K | +6.1% | 0.081% | 0.04% |
| 21 | MORGAN STANLEY | 69K | $248K | -19.3% | 0.067% | 0.00% |
| 22 | AQR CAPITAL MANAGEMENT LLC | 60K | $218K | +61.2% | 0.059% | 0.00% |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54K | $197K | -51.9% | 0.053% | 0.00% |
| 24 | Nuveen, LLC | 52K | $189K | 0.0% | 0.051% | 0.00% |
| 25 | ALLIANCEBERNSTEIN L.P. | 34K | $157K | +4.6% | 0.033% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ALTI — a direct measure of their conviction.
Filings activity in ALTI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 77 | +4.1% | 36.26% | 11.14 pp | $114M | 24% |
| Q4 2025 | 74 | +7.2% | 47.40% | +10.53 pp | $149M | +29% |
| Q3 2025 | 69 | +7.8% | 36.87% | 3.54 pp | $116M | 8.8% |
| Q2 2025 | 64 | +10% | 40.41% | +7.52 pp | $127M | +23% |
| Q1 2025 | 58 | +0.0% | 32.89% | 8.83 pp | $103M | 21% |
| Q4 2024 | 58 | +9.4% | 41.72% | +31.21 pp | $131M | +297% |
| Q3 2024 | 53 | +10% | 10.51% | 1.50 pp | $33M | 13% |
| Q2 2024 | 48 | — | 12.01% | — | $38M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ALTI stock.
Based on Q1 2026 13F filings, institutional ownership of AlTi Global, Inc. stands at 36.3%, held across 77 reporting institutions.
ALLIANZ SE is the largest reported institutional holder of ALTI, with approximately 21,707,214 shares worth $0.08B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of ALTI, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for ALTI is 42 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
10 institutions opened new positions in ALTI during Q1 2026, while 7 fully exited. 15 added to existing positions and 52 trimmed.
ALTI institutional ownership fell by 11.14 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 93.1% of all reported 13F value in ALTI, and the top 25 account for 98.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
AlTi Global, Inc. (ALTI) Institutional Ownership