AlTi Global, Inc. (ALTI) — Institutional Holders, Q2 2026
77 institutional investment managers reported a ALTI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $126.0M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ALTI in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- VANGUARD CAPITAL MANAGEMENTNew · +2,014,518 sh+$7.3M
- BlueCrest Capital Management LtdAdded · +626,053 sh+$2.3M
- BlackRockAdded · +534,360 sh+$1.9M
- VANGUARD PORTFOLIO MANAGEMENTNew · +338,450 sh+$1.2M
- VANGUARD FIDUCIARYNew · +315,755 sh+$1.1M
Biggest sellers
- Yorkville Advisors GlobalSold out · -773,000 sh-$2.8M
- ARP Global Capital LtdSold out · -225,100 sh-$812.6K
- GAM Holding AGTrimmed · -175,000 sh-$631.8K
- Permanens Capital L.P.Sold out · -82,581 sh-$298.1K
- RAYMOND JAMES FINANCIALTrimmed · -56,437 sh-$203.7K
ALTI 13F holders ranked 1–77 of 77
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | ALLIANZ SE#1 · 21,707,214 sh | 21,707,214 | $78.4M | 0.83% | 0.0% |
| 2 | BlackRock#2 · 3,181,284 sh | 3,181,284 | $11.5M | <0.01% | +20.2% |
| 3 | VANGUARD CAPITAL MANAGEMENT#3 · 2,014,518 sh | 2,014,518 | $7.3M | <0.01% | New |
| 4 | GEODE CAPITAL MANAGEMENT#4 · 1,289,528 sh | 1,289,528 | $4.7M | <0.01% | +12.4% |
| 5 | STATE STREET#5 · 847,248 sh | 847,248 | $3.1M | <0.01% | +1.4% |
| 6 | BlueCrest Capital Management Ltd#6 · 825,000 sh | 825,000 | $3.0M | 0.10% | +314.7% |
| 7 | AlTi Global#7 · 773,167 sh | 773,167 | $2.8M | 0.06% | 0.0% |
| 8 | NORTHERN#8 · 400,719 sh | 400,719 | $1.4M | <0.01% | +21.2% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT#9 · 369,491 sh | 369,491 | $1.3M | <0.01% | +6.5% |
| 10 | BOKF, NA#10 · 357,536 sh | 357,536 | $1.3M | 0.02% | 0.0% |
| 11 | VANGUARD PORTFOLIO MANAGEMENT#11 · 338,450 sh | 338,450 | $1.2M | <0.01% | New |
| 12 | VANGUARD FIDUCIARY#12 · 315,755 sh | 315,755 | $1.1M | <0.01% | New |
| 13 | UBS Group AG#13 · 306,625 sh | 306,625 | $1.1M | <0.01% | +81.1% |
| 14 | RAYMOND JAMES FINANCIAL#14 · 247,895 sh | 247,895 | $894.9K | <0.01% | -18.5% |
| 15 | DIMENSIONAL FUND ADVISORS#15 · 202,742 sh | 202,742 | $731.9K | <0.01% | +107.6% |
| 16 | Squarepoint Ops#16 · 176,549 sh | 176,549 | $637.3K | <0.01% | New |
| 17 | GAM Holding AG#17 · 175,000 sh | 175,000 | $631.8K | 0.05% | -50.0% |
| 18 | NewEdge Wealth#18 · 122,390 sh | 122,390 | $441.8K | <0.01% | 0.0% |
| 19 | Bank of New York Mellon#19 · 109,599 sh | 109,599 | $395.7K | <0.01% | +10.9% |
| 20 | Summit Trail Advisors#20 · 109,339 sh | 109,339 | $394.7K | <0.01% | +8.2% |
| 21 | MORGAN STANLEY#21 · 103,680 sh | 103,680 | $374.3K | 0.00% | +51.2% |
| 22 | AQR CAPITAL MANAGEMENT#22 · 103,197 sh | 103,197 | $372.5K | <0.01% | +71.1% |
| 23 | Nuveen#23 · 73,478 sh | 73,478 | $265.3K | <0.01% | +41.1% |
| 24 | GOLDMAN SACHS GROUP#24 · 49,624 sh | 49,624 | $179.1K | 0.00% | -50.2% |
| 25 | DEUTSCHE BANK AG\#25 · 48,971 sh | 48,971 | $176.8K | <0.01% | +32.6% |
| 26 | WELLS FARGO & COMPANY#26 · 43,323 sh | 43,323 | $156.4K | 0.00% | +164.9% |
| 27 | PRICE T ROWE ASSOCIATES#27 · 41,752 sh | 41,752 | $151.0K | 0.00% | +49.8% |
| 28 | ALLIANCEBERNSTEIN L.P.#28 · 38,460 sh | 38,460 | $139.2K | 0.00% | +13.6% |
| 29 | BANK OF AMERICA#29 · 35,379 sh | 35,379 | $127.7K | 0.00% | -15.9% |
| 30 | RHUMBLINE ADVISERS#30 · 33,417 sh | 33,417 | $120.6K | <0.01% | +6.6% |
| 31 | MetLife Investment Management#31 · 32,004 sh | 32,004 | $115.5K | <0.01% | +79.8% |
| 32 | ALGERT GLOBAL#32 · 30,561 sh | 30,561 | $110.3K | <0.01% | New |
| 33 | Invesco Ltd.#33 · 26,218 sh | 26,218 | $94.6K | 0.00% | -32.4% |
| 34 | SIMON QUICK ADVISORS#34 · 25,938 sh | 25,938 | $93.6K | — | 0.0% |
| 35 | CITIGROUP#35 · 25,621 sh | 25,621 | $92.5K | 0.00% | +784.7% |
| 36 | FLPUTNAM INVESTMENT MANAGEMENT#36 · 25,000 sh | 25,000 | $90.3K | <0.01% | 0.0% |
| 37 | Oasis Management Ltd.#37 · 25,000 sh | 25,000 | $90.3K | <0.01% | 0.0% |
| 38 | TORONTO DOMINION BANK#38 · 25,000 sh | 25,000 | $90.3K | <0.01% | 0.0% |
| 39 | Russell Investments Group, Ltd.#39 · 24,426 sh | 24,426 | $88.2K | <0.01% | +544.3% |
| 40 | MIRAE ASSET GLOBAL ETFS Ltd.#40 · 23,106 sh | 23,106 | $83.4K | <0.01% | +12.1% |
| 41 | JPMORGAN CHASE#41 · 21,141 sh | 21,141 | $76.3K | 0.00% | +20.2% |
| 42 | Granite FO#42 · 19,430 sh | 19,430 | $70.1K | — | 0.0% |
| 43 | Vanguard Global Advisers#43 · 17,988 sh | 17,988 | $64.9K | 0.00% | New |
| 44 | Cerity Partners#44 · 15,982 sh | 15,982 | $57.7K | <0.01% | +39.8% |
| 45 | XTX Topco Ltd#45 · 15,607 sh | 15,607 | $56.3K | <0.01% | -16.0% |
| 46 | Police & Firemen's Retirement System of New Jersey#46 · 15,155 sh | 15,155 | $54.7K | <0.01% | 0.0% |
| 47 | IEQ CAPITAL#47 · 14,735 sh | 14,735 | $53.2K | <0.01% | New |
| 48 | Jump Financial#48 · 11,460 sh | 11,460 | $41.4K | <0.01% | New |
| 49 | INTECH INVESTMENT MANAGEMENT#49 · 11,396 sh | 11,396 | $41.1K | <0.01% | +10.8% |
| 50 | GROUP ONE TRADING, L.P.#50 · 10,065 sh | 10,065 | $36.3K | <0.01% | +98.7% |
| 51 | BNP PARIBAS FINANCIAL MARKETS#51 · 8,155 sh | 8,155 | $29.4K | 0.00% | -37.0% |
| 52 | BARCLAYS PLC#52 · 7,863 sh | 7,863 | $28.4K | 0.00% | -9.5% |
| 53 | Tower Research Capital (TRC)#53 · 5,606 sh | 5,606 | $20.2K | <0.01% | -35.4% |
| 54 | Legal & General Group Plc#54 · 5,417 sh | 5,417 | $19.6K | 0.00% | +39.8% |
| 55 | ROYAL BANK OF CANADA#55 · 5,209 sh | 5,209 | $19.0K | 0.00% | +23.0% |
| 56 | FMR#56 · 4,827 sh | 4,827 | $17.4K | 0.00% | +9.9% |
| 57 | Ameritas Investment Partners#57 · 4,345 sh | 4,345 | $15.7K | <0.01% | 0.0% |
| 58 | NEW YORK STATE COMMON RETIREMENT FUND#58 · 1,101 sh | 1,101 | $4.0K | 0.00% | 0.0% |
| 59 | SRS Capital Advisors#59 · 734 sh | 734 | $2.6K | 0.00% | +664.6% |
| 60 | Sterling Capital Management#60 · 720 sh | 720 | $2.6K | — | -49.7% |
| 61 | EverSource Wealth Advisors#61 · 432 sh | 432 | $1.6K | <0.01% | -98.0% |
| 62 | Integrated Wealth Concepts#62 · 233 sh | 233 | $842.00 | 0.00% | New |
| 63 | Kilter Group#63 · 200 sh | 200 | $722.00 | <0.01% | 0.0% |
| 64 | Allworth Financial#64 · 139 sh | 139 | $502.00 | 0.00% | +98.6% |
| 65 | SJS Investment Consulting#65 · 88 sh | 88 | $318.00 | — | +4300.0% |
| 66 | IFP Advisors#66 · 70 sh | 70 | $253.00 | — | +9.4% |
| 67 | Fortitude Family Office#67 · 43 sh | 43 | $155.00 | — | New |
| 68 | Farther Finance Advisors#68 · 35 sh | 35 | $126.00 | — | +1650.0% |
| 69 | ROTHSCHILD INVESTMENT#69 · 29 sh | 29 | $105.00 | 0.00% | +141.7% |
| 70 | Essential Partners#70 · 21 sh | 21 | $76.00 | — | -82.4% |
| 71 | Clearstead Advisors#71 · 15 sh | 15 | $55.00 | 0.00% | New |
| 72 | Larson Financial Group#72 · 11 sh | 11 | $40.00 | 0.00% | 0.0% |
| 73 | SBI Securities , Ltd.#73 · 7 sh | 7 | $25.00 | — | 0.0% |
| 74 | DUPONT CAPITAL MANAGEMENT#74 · 4 sh | 4 | $14.00 | — | 0.0% |
| 75 | True Wealth Design#75 · 2 sh | 2 | $8.00 | — | -93.9% |
| 76 | Caitong International Asset Management , Ltd#76 · 1 sh | 1 | $4.00 | 0.00% | New |
| 77 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#77 · 606 sh | 606 | — | — | -74.1% |
Funds that sold out of ALTI in Q2 2026 (14)
Held ALTI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Yorkville Advisors Global773,000 sh | 773,000 | $2.8M |
| ARP Global Capital Ltd225,100 sh | 225,100 | $814.9K |
| Permanens Capital L.P.82,581 sh | 82,581 | $298.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP54,355 sh | 54,355 | $196.8K |
| CITADEL ADVISORS43,279 sh | 43,279 | $156.7K |
| Brevan Howard Capital Management26,284 sh | 26,284 | $95.1K |
| JANE STREET GROUP25,472 sh | 25,472 | $92.2K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE12,255 sh | 12,255 | $44.4K |
| SIMPLEX TRADING10,056 sh | 10,056 | $36.4K |
| Optiver Holding B.V.416 sh | 416 | $1.5K |
| Allworth Financial70 sh | 70 | $254.00 |
| MAI Capital Management7 sh | 7 | $26.00 |
| PNC FINANCIAL SERVICES GROUP5 sh | 5 | $18.00 |
| Root Financial Partners4 sh | 4 | $14.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.