AlTi Global Ownership | Who Owns AlTi Global?
AlTi Global Ownership Summary
AlTi Global is owned by 3.63% institutional investors, 57.50% insiders, and 38.87% retail investors. Allianz se is the largest institutional shareholder, holding 20.86% of ALTI shares.
ALTI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | AlTi Global | 3.63% | 57.50% | 38.87% |
| Sector | Financial Services Stocks | 32.01% | 15.42% | 52.57% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Allianz se | 20.84M | 20.86% | $74.20M |
| Blackrock funding, inc. /de | 2.69M | 2.69% | $12.46M |
| Vanguard group | 2.18M | 2.19% | $10.13M |
| Geode capital management | 1.13M | 1.13% | $5.25M |
| Cartesian growth | 773.17K | 0.77% | $2.75M |
| State street | 716.08K | 0.72% | $2.55M |
| Yorkville advisors global, lp | 649.20K | 0.65% | $3.01M |
| Bokf, na | 387.33K | 0.39% | $1.80M |
| Charles schwab investment management | 362.04K | 0.36% | $1.29M |
| Northern trust | 334.34K | 0.33% | $1.19M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Yorkville advisors global, lp | 649.20K | 1.90% | $3.01M |
| Allianz se | 20.84M | 1.58% | $74.20M |
| Cartesian growth | 773.17K | 0.06% | $2.75M |
| Granite fo | 19.43K | 0.05% | $90.16K |
| Permanens capital | 77.82K | 0.04% | $277.03K |
| Bokf, na | 387.33K | 0.03% | $1.80M |
| Oasis management | 25.00K | 0.01% | $89.00K |
| Newedge wealth | 119.89K | 0.01% | $556.29K |
| Summit trail advisors | 101.04K | 0.01% | $359.70K |
| Flputnam investment management | 25.00K | 0.00% | $116.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Allianz se | 20.84M | 1.58% | 1.52M |
| Yorkville advisors global, lp | 649.20K | 1.90% | 201.70K |
| Vanguard group | 2.18M | 0.00% | 148.61K |
| State street | 716.08K | 0.00% | 36.03K |
| Simplex trading | 34.86K | 0.00% | 32.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 189.78K | 0.00% | -308.31K |
| George kaiser family foundation | - | - | -291.76K |
| Prescott group capital management | - | - | -291.76K |
| Bokf, na | 387.33K | 0.03% | -208.56K |
| Charles schwab investment management | 362.04K | 0.00% | -150.98K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Toronto dominion bank | 25.00K | 0.00% | 25.00K | $89.00K |
| Srs capital advisors | 807.00 | - | 807.00 | $2.87K |
| Optiver b.v. | 416.00 | - | 416.00 | $1.48K |
| Group one trading | 65.00 | - | 65.00 | $302.00 |
| Rothschild investment | 6.00 | - | 6.00 | $28.00 |
Sold Out
| Holder | Change |
|---|---|
| Allworth financial lp | -5.00 |
| Clearstead advisors | -35.00 |
| Nisa investment advisors | -58.00 |
| Raymond james financial | -2.50K |
| Fny investment advisers | -4.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 57 | 9.62% | 29,675,465 | 231.52% | - | 29600.00% | 35 | 12.90% | 9 | -10.00% |
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 Q1 | - | - |
| 2025 Q2 | 1 | 5 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 2 |
| 2024 Q3 | 7 | 22 |
ALTI Ownership FAQ
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