AlTi Global Ownership | Who Owns AlTi Global?
AlTi Global Ownership Summary
AlTi Global is owned by 33.51% institutional investors, 53.96% insiders, and 12.54% retail investors. Allianz se is the largest institutional shareholder, holding 21.74% of ALTI shares. Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund, with 1.30% of its assets in AlTi Global shares.
ALTI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | AlTi Global | 33.51% | 53.96% | 12.54% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Allianz se | 21.71M | 21.74% | $78.58M |
| Blackrock funding, inc. /de | 2.65M | 2.65% | $9.58M |
| Vanguard group | 2.18M | 2.19% | $10.13M |
| Geode capital management | 1.15M | 1.15% | $4.15M |
| State street | 835.71K | 0.84% | $3.03M |
| Cartesian growth | 773.17K | 0.77% | $2.81M |
| Bokf, na | 357.54K | 0.36% | $1.29M |
| Charles schwab investment management | 346.99K | 0.35% | $1.26M |
| Northern trust | 330.72K | 0.33% | $1.20M |
| Raymond james financial | 304.33K | 0.30% | $1.10M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Allianz se | 21.71M | 0.87% | $78.58M |
| Cartesian growth | 773.17K | 0.06% | $2.81M |
| Bluecrest capital management | 198.95K | 0.04% | $720.19K |
| Granite fo | 19.43K | 0.04% | $70.34K |
| Bokf, na | 357.54K | 0.02% | $1.29M |
| Eversource wealth advisors | 21.76K | 0.01% | $438.81K |
| Oasis management | 25.00K | 0.01% | $90.50K |
| Newedge wealth | 122.39K | 0.01% | $443.05K |
| Summit trail advisors | 101.04K | 0.01% | $365.76K |
| Simon quick advisors | 25.94K | 0.00% | $93.89K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Allianz se | 21.71M | 0.87% | 865.34K |
| Vanguard fiduciary trust | 283.39K | 0.00% | 283.39K |
| Bluecrest capital management | 198.95K | 0.04% | 198.95K |
| Vanguard group | 2.18M | 0.00% | 148.61K |
| Raymond james financial | 304.33K | 0.00% | 121.18K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Yorkville advisors global, lp | - | - | -773.00K |
| George kaiser family foundation | - | - | -291.76K |
| Prescott group capital management | - | - | -291.76K |
| Permanens capital | - | - | -82.58K |
| Barclays | 8.69K | - | -58.88K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 283.39K | 0.00% | 283.39K | $1.03M |
| Bluecrest capital management | 198.95K | 0.04% | 198.95K | $720.19K |
| Simon quick advisors | 25.94K | 0.00% | 25.94K | $93.89K |
| Vanguard global advisers | 17.99K | - | 17.99K | $65.12K |
| Cerity partners | 11.43K | 0.00% | 11.43K | $41.37K |
Sold Out
| Holder | Change |
|---|---|
| Root financial partners | -4.00 |
| Pnc financial services group | -5.00 |
| Mai capital management | -7.00 |
| Clearstead advisors | -35.00 |
| Nisa investment advisors | -58.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 79 | 2.60% | 33,464,584 | 4.41% | 33 | 3.26% | 40 | 17.65% | 20 | -13.04% |
| Dec 31, 2025 | 16 | -78.08% | 3,622,526 | -88.85% | 3 | 0.34% | 6 | -84.21% | 7 | -58.82% |
| Sep 30, 2025 | 22 | -62.07% | 3,857,734 | -87.32% | 3 | 0.42% | 8 | -79.49% | 6 | 100.00% |
| Jun 30, 2025 | 63 | 10.53% | 30,597,427 | 3.68% | 30 | 2235000.54% | 42 | 68.00% | 4 | -77.78% |
| Mar 31, 2025 | 57 | - | 29,511,481 | -0.55% | - | 2673.39% | 25 | -26.47% | 18 | 100.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Morn Total Stk Mkt Idx Investor | 1.44M | 1.30% | 331.57K |
| Vanguard Total Stock Mkt Idx Inv | 1.44M | 1.30% | 331.57K |
| iShares Russell 2000 ETF | 1.19M | 1.08% | -21.22K |
| Vanguard Institutional Extnd Mkt Idx Tr | 537.24K | 0.49% | 33.34K |
| Fidelity Small Cap Index | 427.39K | 0.39% | 2.58K |
| iShares Russell 2000 Value ETF | 384.00K | 0.35% | - |
| Vanguard Russell 2000 ETF | 287.95K | 0.26% | 64.48K |
| Russell 2000 Equity Index Fund B | 267.10K | 0.24% | -130.00 |
| Russell 2000 Index Non-Lendable Fund | 267.10K | 0.24% | -130.00 |
| Fidelity Extended Market Index | 252.50K | 0.23% | 14.05K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 03, 2025 | Keenan Patrick T. | Principal Accounting Officer | Sell | $15.83K |
| Jun 03, 2025 | Moran Kevin P. | President and COO | Sell | $98.93K |
| Jun 03, 2025 | Connell Brooke | Pres, US Wealth Mgmt | Sell | $74.47K |
| Jun 03, 2025 | Tiedemann Michael | Chief Executive Officer | Sell | $146.43K |
| Jun 03, 2025 | Graham Colleen A | Chief Legal, Compl & Risk Ofcr | Sell | $79.58K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q2 | 1 | 5 |
| 2025 Q1 | - | - |
ALTI Ownership FAQ
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