Who Owns ALTI?

AlTi Global, Inc. — Institutional Ownership & 13F Holdings

$3.44

+0.06 (+1.76%)

Market Cap

$553.2M

Shares Outstanding

99,865,256

Institutional Holders

56

Total Inst. Value

$29.6M

% of Float Held

17.0%

QoQ Holder Change

+20

Institutional data as of Q1 2025

New Positions

6

Closed Positions

8

Increased

19

Decreased

18

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1BlackRock, Inc.$8.0M2,621,936
2VANGUARD GROUP INC$6.9M2,285,469
3GEODE CAPITAL MANAGEMENT, LLC$3.4M1,127,594
4AlTi Global, Inc.$2.4M773,167
5STATE STREET CORP$2.0M668,982
6BOKF, NA$1.8M595,894
7NORTHERN TRUST CORP$1.0M343,479
8UBS Group AG$926K304,506
9NewEdge Wealth, LLC$350K115,175
10Bank of New York Mellon Corp$240K79,305

Biggest Buyers & Sellers This Quarter

Top Buyers

Top Sellers

FundShares RemovedValue
UBS Group AG-120K$926K
GOLDMAN SACHS GROUP INC-49K$218K
AlTi Global, Inc.-44K$2.4M
JPMORGAN CHASE & CO-40K$122K
BlackRock, Inc.-36K$8.0M

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Frequently Asked Questions

How many institutional investors hold ALTI?

As of Q1 2025, 56 institutional investors report holding ALTI (AlTi Global, Inc.) in their 13F filings.

What percentage of AlTi Global, Inc. is owned by institutions?

Institutional investors hold approximately 17.0% of AlTi Global, Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most ALTI?

The largest institutional holder of ALTI is BlackRock, Inc. with $8.0M in shares.

Are institutions buying or selling ALTI?

This quarter, 6 institutions opened new positions in ALTI and 8 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.