Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

AlTi Global, Inc.

CIK 0001838615ALTI· quarter ending 2026-06-30

Shares outstanding

155,943,432

as of 2026-08-07 · 10-Q cover page, filed 2026-08-10

Held by 13F filers

34,902,704

30.3% of Common Class A

Holders

-9 vs 2026-03-31 · 7 new, 16 exited

Value

$126.0M

shares +3.1% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-10, as of 2026-08-07)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	ALTI · NASDAQ	115,069,665	34,902,704	30.3%	75	02157E106
Common Class B	not listed	40,873,767	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	02157E106	CL A	75	34,902,704	115,069,665	30.3%	$126.0M	1 call / 0 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 2 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (75 of 75 · 02157E106)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Allianz SE	21,707,214	18.86%	$78.4M	—
2	BlackRock, Inc.	3,181,284	2.76%	$11.5M	+534,360 (+20.2%)
3	VANGUARD CAPITAL MANAGEMENT LLC	2,014,518	1.75%	$7.3M	+376,951 (+23.0%)
4	GEODE CAPITAL MANAGEMENT, LLC	1,289,528	1.12%	$4.7M	+142,256 (+12.4%)
5	STATE STREET CORP	847,248	0.74%	$3.1M	+11,540 (+1.4%)
6	BlueCrest Capital Management Ltd	825,000	0.72%	$3.0M	+626,053 (+314.7%)
7	AlTi Global, Inc.	773,167	0.67%	$2.8M	—
8	NORTHERN TRUST CORP	400,719	0.35%	$1.4M	+70,002 (+21.2%)
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	369,491	0.32%	$1.3M	+22,501 (+6.5%)
10	BOKF, NA	357,536	0.31%	$1.3M	—
11	VANGUARD PORTFOLIO MANAGEMENT LLC	338,450	0.29%	$1.2M	+88,965 (+35.7%)
12	VANGUARD FIDUCIARY TRUST CO	315,755	0.27%	$1.1M	+32,369 (+11.4%)
13	UBS Group AG	306,625	0.27%	$1.1M	+137,327 (+81.1%)
14	RAYMOND JAMES FINANCIAL INC	247,895	0.22%	$895K	-56,437 (-18.5%)
15	DIMENSIONAL FUND ADVISORS LP	202,742	0.18%	$732K	+105,061 (+107.6%)
16	Squarepoint Ops LLC	176,549	0.15%	$637K	NEW
17	GAM Holding AG	175,000	0.15%	$632K	-175,000 (-50.0%)
18	NewEdge Wealth, LLC	122,390	0.11%	$442K	—
19	Bank of New York Mellon Corp	109,599	0.10%	$396K	+10,793 (+10.9%)
20	Summit Trail Advisors, LLC	109,339	0.10%	$395K	+8,300 (+8.2%)
21	MORGAN STANLEY	103,680	0.09%	$374K	+35,109 (+51.2%)
22	AQR CAPITAL MANAGEMENT LLC	103,197	0.09%	$373K	+42,876 (+71.1%)
23	Nuveen, LLC	73,478	0.06%	$265K	+21,398 (+41.1%)
24	GOLDMAN SACHS GROUP INC	49,624	0.04%	$179K	-49,939 (-50.2%)
25	DEUTSCHE BANK AG\	48,971	0.04%	$177K	+12,029 (+32.6%)
26	WELLS FARGO & COMPANY/MN	43,323	0.04%	$156K	+26,971 (+164.9%)
27	PRICE T ROWE ASSOCIATES INC /MD/	41,752	0.04%	$151K	+13,879 (+49.8%)
28	ALLIANCEBERNSTEIN L.P.	38,460	0.03%	$139K	+4,600 (+13.6%)
29	BANK OF AMERICA CORP /DE/	35,379	0.03%	$128K	-6,679 (-15.9%)
30	RHUMBLINE ADVISERS	33,417	0.03%	$121K	+2,069 (+6.6%)
31	MetLife Investment Management, LLC	32,004	0.03%	$116K	+14,209 (+79.8%)
32	ALGERT GLOBAL LLC	30,561	0.03%	$110K	NEW
33	Invesco Ltd.	26,218	0.02%	$95K	-12,588 (-32.4%)
34	SIMON QUICK ADVISORS, LLC	25,938	0.02%	$94K	—
35	CITIGROUP INC	25,621	0.02%	$92K	+22,725 (+784.7%)
36	Oasis Management Co Ltd.	25,000	0.02%	$90K	—
37	FLPUTNAM INVESTMENT MANAGEMENT CO	25,000	0.02%	$90K	—
38	TORONTO DOMINION BANK	25,000	0.02%	$90K	—
39	Russell Investments Group, Ltd.	24,426	0.02%	$88K	+20,635 (+544.3%)
40	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	23,106	0.02%	$83K	+2,485 (+12.1%)
41	JPMORGAN CHASE & CO	21,141	0.02%	$76K	+3,557 (+20.2%)
42	Granite FO LLC	19,430	0.02%	$70K	—
43	Vanguard Global Advisers, LLC	17,988	0.02%	$65K	—
44	Cerity Partners LLC	15,982	0.01%	$58K	+4,554 (+39.8%)
45	XTX Topco Ltd	15,607	0.01%	$56K	-2,965 (-16.0%)
46	Police & Firemen's Retirement System of New Jersey	15,155	0.01%	$55K	—
47	IEQ CAPITAL, LLC	14,735	0.01%	$53K	NEW
48	Jump Financial, LLC	11,460	0.01%	$41K	NEW
49	INTECH INVESTMENT MANAGEMENT LLC	11,396	0.01%	$41K	+1,110 (+10.8%)
50	GROUP ONE TRADING LLC	10,065	0.01%	$36K	+5,000 (+98.7%)
51	BNP PARIBAS FINANCIAL MARKETS	8,155	0.01%	$29K	-4,781 (-37.0%)
52	BARCLAYS PLC	7,863	0.01%	$28K	-822 (-9.5%)
53	Tower Research Capital LLC (TRC)	5,606	0.00%	$20K	-3,071 (-35.4%)
54	Legal & General Group Plc	5,417	0.00%	$20K	+1,541 (+39.8%)
55	ROYAL BANK OF CANADA	5,209	0.00%	$19K	+975 (+23.0%)
56	FMR LLC	4,827	0.00%	$17K	+433 (+9.9%)
57	Ameritas Investment Partners, Inc.	4,345	0.00%	$16K	—
58	NEW YORK STATE COMMON RETIREMENT FUND	1,101	0.00%	$4K	—
59	Arax Advisory Partners	734	0.00%	$3K	+638 (+664.6%)
60	Sterling Capital Management LLC	720	0.00%	$3K	-712 (-49.7%)
61	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	606	0.00%	$2K	-1,736 (-74.1%)
62	EverSource Wealth Advisors, LLC	432	0.00%	$2K	+198 (+84.6%)
63	Kilter Group LLC	200	0.00%	$722	—
64	SJS Investment Consulting Inc.	88	0.00%	$318	+86 (+4300.0%)
65	IFP Advisors, Inc	70	0.00%	$253	+6 (+9.4%)
66	Fortitude Family Office, LLC	43	0.00%	$155	NEW
67	Farther Finance Advisors, LLC	35	0.00%	$126	+33 (+1650.0%)
68	ROTHSCHILD INVESTMENT LLC	29	0.00%	$105	+17 (+141.7%)
69	Essential Partners LLC	21	0.00%	$76	-98 (-82.4%)
70	Clearstead Advisors, LLC	15	0.00%	$55	NEW
71	Larson Financial Group LLC	11	0.00%	$40	—
72	SBI Securities Co., Ltd.	7	0.00%	$25	—
73	DUPONT CAPITAL MANAGEMENT CORP	4	0.00%	$14	—
74	True Wealth Design, LLC	2	0.00%	$8	-31 (-93.9%)
75	Caitong International Asset Management Co., Ltd	1	0.00%	$4	NEW

Exited since 2026-03-31 (16 filers; largest 16 shown)

Yorkville Advisors Global, LP	−773,000
ARP Global Capital Ltd	−225,100
Permanens Capital L.P.	−82,581
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−54,355
CITADEL ADVISORS LLC	−43,279
Brevan Howard Capital Management LP	−26,284
JANE STREET GROUP, LLC	−25,472
MANUFACTURERS LIFE INSURANCE COMPANY, THE	−12,255
SIMPLEX TRADING, LLC	−10,056
CWM, LLC	−4,108
Optiver Holding B.V.	−416
Allworth Financial LP	−70
Sunbelt Securities, Inc.	−10
MAI Capital Management	−7
PNC FINANCIAL SERVICES GROUP, INC.	−5
Root Financial Partners, LLC	−4

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
CGC Sponsor LLC	SCHEDULE 13G/A	2026-04-24	2026-04-22	3,565,080	3.3%
Pangaea Three-B, LP	SCHEDULE 13G/A	2026-04-24	2026-04-22	5,309,648	4.94%
Peter Yu	SCHEDULE 13G/A	2026-04-24	2026-04-22	5,309,648	4.94%
ALLIANZ SE	SCHEDULE 13D/A	2026-04-02	2026-04-02	26,707,213.96	24.86%
Chauncey Close, LLC	SCHEDULE 13D/A	2026-03-31	2026-03-30	1,737,416	1.7%
CHT Family Trust Article 3rd fbo Michael G. Tiedemann	SCHEDULE 13D/A	2026-03-31	2026-03-30	1,168,073	1.1%
Michael Glenn Tiedemann 2012 Delaware Trust	SCHEDULE 13D/A	2026-03-31	2026-03-30	2,563,429	2.4%
Tiedemann Michael	SCHEDULE 13D/A	2026-03-31	2026-03-30	11,094,465.36	9.8%
Islet Management, LP	SCHEDULE 13G	2025-12-29	2025-11-17	5,422,100	5.27%
Joseph Samuels	SCHEDULE 13G	2025-12-29	2025-11-17	5,422,100	5.27%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.