ALTI Institutional Ownership
Who owns AlTi Global, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 77 funds reported holding ALTI at Jun 30, 2026.
- ▲47 buying vs 28 selling
- ▲Shares held by funds +3.1%
- ▼Funds holding -8
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 77 | 85 | −9.4% |
| In funds' top 10 | 0 | 1 | −100.0% |
| 13F shares | 34.9M | 33.8M | +3.1% |
| Held by funds | – | – | – |
| New positions | 9 | 10 | −10.0% |
| Increased | 38 | 28 | +35.7% |
| Reduced | 13 | 23 | −43.5% |
| Sold out | 15 | 5 | +200.0% |
| Calls (shares) | 0 | 375 | −100.0% |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | 0.00 | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in ALTI
All superinvestors →
Who owns ALTI
share of fund held shares- Index and passive funds25.8%
- Active managers and hedge funds71.2%
- Banks and brokers3.0%
- Pensions, insurers and other0.0%
The top 10 holders own 91.0% of all ALTI shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
11 funds changed their position- Simon Quick Advisors, LLCSold out−26K sh
- Granite FO LLCTrimmed−4,250 sh
- Sterling Capital Management LLCAdded+498 sh
- Root Financial Partners, LLCNew+57 sh
- Essential Partners LLCAdded+28 sh
🔒 Free account: see all 11.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Allianz SE | – | 21.7M | $78.4M | 0 |
| 2 | BlackRock, Inc. | – | 3.2M | $11.5M | +534K |
| 3 | Vanguard Capital Management LLC | – | 2M | $7.3M | +377K |
| 4 | Geode Capital Management, LLC | – | 1.3M | $4.7M | +142K |
| 5 | State Street Corp | – | 847K | $3.1M | +12K |
| 6 | BlueCrest Capital Management Ltd | – | 825K | $3M | +626K |
| 7 | AlTi Global, Inc. | – | 773K | $2.8M | 0 |
| 8 | Northern Trust Corp | – | 401K | $1.4M | +70K |
| 9 | Charles Schwab Investment Management Inc | – | 369K | $1.3M | +23K |
| 10 | Bokf, NA | – | 358K | $1.3M | 0 |
- BlueCrest Capital Management Ltd+626K sh+$2.3M
- BlackRock, Inc.+534K sh+$1.9M
- Vanguard Capital Management LLC+377K sh+$1.4M
- Squarepoint Ops LLC+177K sh+$637K
- Geode Capital Management, LLC+142K sh+$514K
- UBS Group AG+137K sh+$496K
- Dimensional Fund Advisors LP+105K sh+$379K
- Vanguard Portfolio Management LLC+89K sh+$321K
- Yorkville Advisors Global, LP−773K sh−$2.8M
- ARP Global Capital Ltd−225K sh−$815K
- GAM Holding AG−175K sh−$632K
- Permanens Capital L.P.−83K sh−$299K
- Raymond James Financial Inc−56K sh−$204K
- Susquehanna International Group, LLP−54K sh−$197K
- Goldman Sachs Group Inc−50K sh−$180K
- Citadel Advisors LLC−43K sh−$157K
ALTI institutional ownership FAQ
Who owns the most ALTI stock?
In Q2 2026 13F filings the largest holder of ALTI was Allianz SE, followed by BlackRock, Inc. and Vanguard Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of ALTI is owned by institutions?
77 funds reported holding 34.9M ALTI shares at Jun 30, 2026.
Are hedge funds buying ALTI?
In Q2 2026, 47 funds bought ALTI (9 of them new positions) and 28 sold (15 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for ALTI is neutral.
What is ALTI's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this ALTI ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.