AlTi Global Ownership | Who Owns AlTi Global?
AlTi Global Ownership Summary
AlTi Global is owned by 30.62% institutional investors, 56.53% insiders, and 12.85% retail investors. Allianz se is the largest institutional shareholder, holding 19.33% of ALTI shares.
ALTI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | AlTi Global | 30.62% | 56.53% | 12.85% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Allianz se | 19.32M | 19.33% | $80.17M |
| Blackrock funding, inc. /de | 2.91M | 2.91% | $12.07M |
| Newedge wealth | 119.89K | 0.12% | $550.90K |
| Summit trail advisors | 101.04K | 0.10% | $419.31K |
| Permanens capital | 77.82K | 0.08% | $322.94K |
| Brevan howard capital management lp | 27.60K | 0.03% | $113.71K |
| Oasis management | 25.00K | 0.03% | $103.75K |
| Flputnam investment management | 25.00K | 0.03% | $103.75K |
| Intech investment management | 22.00K | 0.02% | $91.30K |
| Granite fo | 19.43K | 0.02% | $80.64K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Allianz se | 19.32M | 1.89% | $80.17M |
| Granite fo | 19.43K | 0.05% | $80.64K |
| Permanens capital | 77.82K | 0.04% | $322.94K |
| Oasis management | 25.00K | 0.01% | $103.75K |
| Newedge wealth | 119.89K | 0.01% | $550.90K |
| Summit trail advisors | 101.04K | 0.01% | $419.31K |
| Flputnam investment management | 25.00K | 0.00% | $103.75K |
| Intech investment management | 22.00K | 0.00% | $91.30K |
| Brevan howard capital management lp | 27.60K | 0.00% | $113.71K |
| Larson financial group | 1.01K | 0.00% | $4.20K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.91M | 0.00% | 286.40K |
| Summit trail advisors | 101.04K | 0.01% | 101.04K |
| Permanens capital | 77.82K | 0.04% | 77.82K |
| Newedge wealth | 119.89K | 0.01% | 4.71K |
| Raymond james financial | 2.50K | - | 2.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Metlife investment management | - | - | -21.00K |
| Corebridge financial | - | - | -17.24K |
| Simon quick advisors | - | - | -16.06K |
| Jane street group | - | - | -13.04K |
| Nisa investment advisors | - | - | -21.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Summit trail advisors | 101.04K | 0.01% | 101.04K | $419.31K |
| Permanens capital | 77.82K | 0.04% | 77.82K | $322.94K |
| Raymond james financial | 2.50K | - | 2.50K | $10.38K |
| Clearstead advisors | 35.00 | - | 35.00 | $146.00 |
Sold Out
| Holder | Change |
|---|---|
| Nisa investment advisors | -21.00 |
| Jane street group | -13.04K |
| Simon quick advisors | -16.06K |
| Corebridge financial | -17.24K |
| Metlife investment management | -21.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 52 | 13.04% | 8,951,302 | 23.29% | - | 13548.35% | 31 | -6.06% | 10 | 11.11% |
| Jun 30, 2024 | 46 | 15.00% | 7,260,215 | 24.13% | - | 17004.11% | 33 | 50.00% | 9 | -18.18% |
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 |
|---|---|---|
| 2025 Q2 | 1 | 4 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 2 |
| 2024 Q3 | 7 | 22 |
| 2024 Q2 | 17 | 8 |
ALTI Ownership FAQ
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