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Disclosery

ALTI ALTI GLOBAL INC

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COMMON STOCK (common), issuer CIK 1838615

65 managers (65 13F filers) reported a position in ALTI shares at 2025-06-30, 30,597,433 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
65
13F filers
65
New
8
Added
34
Reduced
4
Sold out
2
Shares held by filers
30,597,433

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Allianz SEin group Allianz SE19,318,581$80.2M1.89%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,908,333$12.1M<0.01%+286,39713F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC2,348,007$9.74M<0.01%+62,53813F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,298,545$5.39M<0.01%+170,95113F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.773,167$3.21M0.08%013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP680,052$2.82M<0.01%+11,07013F-HRTimelineGroup
BOKF, NAin group BOKF, NA595,894$2.47M0.04%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG515,865$2.14M<0.01%+211,35913F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co513,025$2.13M<0.01%+53,32713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP371,174$1.54M<0.01%+27,69513F-HRTimelineGroup
NewEdge Wealth, LLC119,890$551K0.01%+4,71513F-HRTimeline
Summit Trail Advisors, LLC101,039$419K0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp90,795$377K<0.01%+11,49013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY89,507$371K<0.01%+19,97513F-HRTimelineGroup
Permanens Capital L.P.77,817$323K0.04%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC72,187$300K<0.01%+36,77713F-HR/ATimelineGroup
Nuveen, LLCin group TIAA52,080$216K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,632$214K<0.01%+8,59313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,308$179K<0.01%+36,63213F-HR/ATimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP38,648$160K<0.01%+25,66313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.38,169$158K<0.01%+26913F-HRTimelineGroup
RHUMBLINE ADVISERS35,274$146K<0.01%+2,52113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC34,835$145K<0.01%+21,18413F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.32,360$134K<0.01%+10,50013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…27,868$116K<0.01%new13F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…27,600$114K<0.01%+1,31613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN27,312$113K<0.01%+6,19613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,621$106K<0.01%-46,08713F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO25,000$104K<0.01%013F-HRTimeline
Oasis Management Co Ltd.in group Oasis Management Co Ltd.25,000$104K0.02%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,615$102K<0.01%-33013F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…23,280$96.6K<0.01%+3,10913F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC22,000$91.3K<0.01%+56413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,113$83.5K<0.01%-20,38313F-HRTimelineGroup
Granite FO LLC19,430$80.6K0.05%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\18,310$76K<0.01%013F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …18,157$75.4K<0.01%+3,67913F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/17,759$74K<0.01%+3,19213F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC14,517$60.2K<0.01%+3,15913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC14,359$59.6K<0.01%-10,03813F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,644$40K<0.01%+5,91213F-HRTimelineGroup
Police & Firemen's Retirement System of…6,779$28.1K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,345$18K<0.01%+2,60813F-HRTimelineGroup
FMR LLCin group FMR LLC4,171$17.3K<0.01%+1,90013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,148$17.2K<0.01%+2,01413F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc3,876$16.1K<0.01%+97613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,500$10.4K<0.01%new13F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…2,443$10.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,922$8K<0.01%+1,01513F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,500$6.22K<0.01%013F-HRTimeline
AMALGAMATED BANK1,190$5K<0.01%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND1,101$4.57K<0.01%013F-HR/ATimeline
Larson Financial Group LLC1,011$4.2K<0.01%013F-HRTimeline
Sterling Capital Management LLC994$4.12K<0.01%+37413F-HR/ATimeline
Kilter Group LLC200$830<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…155$643<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…119$494<0.01%+3613F-HRTimelineGroup
True Wealth Design, LLC68$283<0.01%+5913F-HRTimeline
NISA INVESTMENT ADVISORS, LLC58$241<0.01%new13F-HRTimeline
Clearstead Advisors, LLC35$146<0.01%new13F-HRTimeline
IFP Advisors, Inc32$133<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.7$29<0.01%013F-HRTimeline
Essential Partners LLC6$25<0.01%13F-HRTimeline
DUPONT CAPITAL MANAGEMENT CORP4$17<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.