13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
ALTI

ALTI GLOBAL INC

81 institutions still hold ALTI GLOBAL INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02157E106·81 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.4%
vs prior quarter
13F value held
$117M
47.0% inst. owned
of float
Holders
81
-117 QoQ
filers reporting
Activity
+32 / −55
+829 added · −724 reduced
this quarter
Concentration
66.97%
ALLIANZ SE #1
top holder share
AI Holders Summary · Q1 2026

81 institutions reported ALTI in Q1 2026. ALLIANZ SE leads at 67.0% of the visible book. -117 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ALLIANZ SE
CIK 0001127508
$79M21.7M0.87%Q1 202602
BlackRock, Inc.
CIK 0002012383
$10M2.6M0.00%Q1 202603
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$6M1.6M0.00%Q1 202604
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$4M1.1M0.00%Q1 202605
STATE STREET CORP
CIK 0000093751
$3M836K0.00%Q1 202606
AlTi Global, Inc.
CIK 0001838615
$3M773K0.06%Q1 202607
Yorkville Advisors Global, LP
CIK 0001838613
$3M773K1.81%Q1 202608
BOKF, NA
CIK 0000009634
$1M358K0.02%Q1 202609
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$1M347K0.00%Q1 202610
NORTHERN TRUST CORP
CIK 0000073124· Index
$1M331K0.00%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M304K0.00%Q1 202612
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$1M283K0.00%Q1 202613
Vanguard Portfolio Management
CIK 0002100121· Index
$903,136249K0.00%Q1 202614
ARP Global Capital Ltd
CIK 0002074760
$814,862225K0.48%Q1 202615
BlueCrest Capital Management Ltd
CIK 0001610880
$720,188199K0.04%Q1 202616
UBS Group AG
CIK 0001610520
$612,859169K0.00%Q1 202617
NewEdge Wealth, LLC
CIK 0001861796
$443,053122K0.01%Q1 202618
Summit Trail Advisors, LLC
CIK 0001698478
$365,761101K0.01%Q1 202619
GOLDMAN SACHS GROUP INC
CIK 0000886982
$360,419100K0.00%Q1 202620
Bank of New York Mellon Corp
CIK 0001390777
$357,67899K0.00%Q1 2026
Page 1 of 5
61 more holders available. Log in →