AlTi Global Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANZ SE | 05/11/2026 | 21.71 M | $78.58 M | 4.15% | 21.74% |
| BLACKROCK, INC. | 05/13/2026 | 2.65 M | $9.58 M | -1.45% | 2.65% |
| 05/15/2026 | 1.64 M | $5.93 M | 100.00% | 1.64% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.15 M | $4.15 M | 1.47% | 1.15% |
| STATE STREET CORP | 05/15/2026 | 835.71 K | $3.03 M | 7.66% | 0.84% |
| CARTESIAN GROWTH CORP | 05/07/2026 | 773.17 K | $2.81 M | 0.00% | 0.77% |
| YORKVILLE ADVISORS GLOBAL, LP | 05/13/2026 | 773.00 K | $2.80 M | 19.07% | 0.77% |
| BOKF, NA | 05/08/2026 | 357.54 K | $1.29 M | -7.69% | 0.36% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 346.99 K | $1.26 M | -2.60% | 0.35% |
| NORTHERN TRUST CORP | 05/14/2026 | 330.72 K | $1.20 M | 3.49% | 0.33% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 304.33 K | $1.10 M | 66.16% | 0.30% |
| VANGUARD FIDUCIARY TRUST CO | 05/15/2026 | 283.39 K | $1.03 M | 100.00% | 0.28% |
| 05/15/2026 | 249.49 K | $903.14 K | 100.00% | 0.25% | |
| 05/14/2026 | 225.10 K | $814.86 K | 100.00% | 0.23% | |
| BLUECREST CAPITAL MANAGEMENT LTD | 05/15/2026 | 198.95 K | $720.19 K | 100.00% | 0.20% |
| UBS GROUP AG | 05/05/2026 | 169.30 K | $612.86 K | -10.79% | 0.17% |
| NEWEDGE WEALTH, LLC | 05/13/2026 | 122.39 K | $443.05 K | 2.09% | 0.12% |
| SUMMIT TRAIL ADVISORS, LLC | 05/12/2026 | 101.04 K | $365.76 K | 0.00% | 0.10% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 99.56 K | $360.42 K | 56.28% | 0.10% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 98.81 K | $357.68 K | -0.37% | 0.10% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 97.68 K | $353.56 K | 46.22% | 0.10% |
| PERMANENS CAPITAL L.P. | 05/15/2026 | 82.58 K | $298.94 K | 6.12% | 0.08% |
| MORGAN STANLEY | 05/15/2026 | 68.57 K | $248.23 K | -19.32% | 0.07% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 60.32 K | $218.36 K | 61.18% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 54.36 K | $196.77 K | -27.04% | 0.05% |
| NUVEEN, LLC | 04/30/2026 | 52.08 K | $188.53 K | 0.00% | 0.05% |
| CITADEL ADVISORS LLC | 05/15/2026 | 43.28 K | $156.67 K | -2.91% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 42.06 K | $152.25 K | -5.83% | 0.04% |
| INVESCO LTD. | 05/12/2026 | 38.81 K | $140.48 K | -2.59% | 0.04% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 36.94 K | $133.73 K | 23.02% | 0.04% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 33.86 K | $157.11 K | 4.64% | 0.03% |
| RHUMBLINE ADVISERS | 05/12/2026 | 31.35 K | $113.48 K | -2.05% | 0.03% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 27.87 K | $101.00 K | 0.00% | 0.03% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 05/15/2026 | 26.28 K | $95.15 K | -4.77% | 0.03% |
| SIMON QUICK ADVISORS, LLC | 05/06/2026 | 25.94 K | $93.89 K | 100.00% | 0.03% |
| JANE STREET GROUP, LLC | 05/12/2026 | 25.47 K | $92.21 K | -53.21% | 0.03% |
| TORONTO DOMINION BANK | 05/15/2026 | 25.00 K | $90.50 K | 0.00% | 0.03% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 05/05/2026 | 25.00 K | $90.50 K | 0.00% | 0.03% |
| OASIS MANAGEMENT CO LTD. | 05/15/2026 | 25.00 K | $90.50 K | 0.00% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 20.62 K | $74.65 K | 2.47% | 0.02% |
| GRANITE FO LLC | 05/12/2026 | 19.43 K | $70.34 K | 0.00% | 0.02% |
| XTX TOPCO LTD | 05/15/2026 | 18.57 K | $67.23 K | 37.07% | 0.02% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/15/2026 | 17.99 K | $65.12 K | 100.00% | 0.02% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 17.80 K | $64.42 K | 8.06% | 0.02% |
| JPMORGAN CHASE & CO | 05/13/2026 | 17.58 K | $63.30 K | -41.12% | 0.02% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 16.35 K | $59.19 K | -66.30% | 0.02% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 04/29/2026 | 15.16 K | $54.86 K | 0.00% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 12.94 K | $46.83 K | 29.42% | 0.01% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 12.26 K | $44.36 K | -8.54% | 0.01% |
| CERITY PARTNERS LLC | 05/15/2026 | 11.43 K | $41.37 K | 100.00% | 0.01% |
AlTi Global Inc institutional Ownership - FAQ's
During the previous two years, 90 institutional investors and hedge funds held shares of AlTi Global Inc. The most heavily invested institutionals were:
ALLIANZ SE: 21.71 M
BlackRock, Inc.: 2.65 M
GEODE CAPITAL MANAGEMENT, LLC: 1.15 M
STATE STREET CORP: 835,708
Cartesian Growth Corp: 773,167
Yorkville Advisors Global, LP: 773,000
33.53% of AlTi Global Inc stock is owned by institutional investors.
Institutional investors have bought a total of 35.91 M shares in the last 24 months. This purchase volume represents approximately $150.11 M in transactions.