AlTi Global, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANZ SE | 11/12/2025 | 20.84 M | $74.20 M | 7.89% | 20.86% |
| BLACKROCK, INC. | 11/12/2025 | 2.66 M | $9.48 M | -8.41% | 2.67% |
| VANGUARD GROUP INC | 11/07/2025 | 2.04 M | $7.24 M | -13.33% | 2.04% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.16 M | $4.14 M | -10.47% | 1.16% |
| CARTESIAN GROWTH CORP | 11/06/2025 | 773.17 K | $2.75 M | 0.00% | 0.77% |
| STATE STREET CORP | 11/14/2025 | 716.08 K | $2.55 M | 5.30% | 0.72% |
| BOKF, NA | 11/13/2025 | 595.89 K | $2.12 M | 0.00% | 0.60% |
| UBS GROUP AG | 11/13/2025 | 498.09 K | $1.77 M | -3.45% | 0.50% |
| YORKVILLE ADVISORS GLOBAL, LP | 11/18/2025 | 447.50 K | $1.59 M | 100.00% | 0.45% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 362.04 K | $1.29 M | -29.43% | 0.36% |
| NORTHERN TRUST CORP | 11/14/2025 | 334.34 K | $1.19 M | -9.92% | 0.33% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 11/06/2025 | 291.76 K | $1.04 M | 100.00% | 0.29% |
| GEORGE KAISER FAMILY FOUNDATION | 11/12/2025 | 291.76 K | $1.04 M | 100.00% | 0.29% |
| NEWEDGE WEALTH, LLC | 11/07/2025 | 119.89 K | $479.56 K | 0.00% | 0.12% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 107.31 K | $382.01 K | 18.18% | 0.11% |
| SUMMIT TRAIL ADVISORS, LLC | 11/14/2025 | 101.04 K | $359.70 K | 0.00% | 0.10% |
| PERMANENS CAPITAL L.P. | 11/14/2025 | 77.82 K | $277.03 K | 0.00% | 0.08% |
| JANE STREET GROUP, LLC | 11/14/2025 | 73.04 K | $260.02 K | 100.00% | 0.07% |
| MORGAN STANLEY | 11/14/2025 | 68.14 K | $242.58 K | -23.87% | 0.07% |
| BARCLAYS PLC | 11/12/2025 | 60.56 K | $215.58 K | -16.11% | 0.06% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 58.53 K | $208.36 K | 128.44% | 0.06% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 52.16 K | $185.70 K | 34.97% | 0.05% |
| NUVEEN, LLC | 11/12/2025 | 52.08 K | $185.41 K | 0.00% | 0.05% |
| JPMORGAN CHASE & CO | 11/26/2025 | 50.24 K | $178.85 K | 149.78% | 0.05% |
| ROYAL BANK OF CANADA | 11/14/2025 | 41.37 K | $148.00 K | -4.48% | 0.04% |
| INVESCO LTD. | 11/13/2025 | 40.11 K | $142.80 K | 5.09% | 0.04% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 11/14/2025 | 39.33 K | $138.43 K | 42.49% | 0.04% |
| CITADEL ADVISORS LLC | 11/14/2025 | 35.39 K | $126.00 K | 100.00% | 0.04% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 34.60 K | $123.18 K | -0.67% | 0.03% |
| RHUMBLINE ADVISERS | 11/06/2025 | 34.24 K | $121.89 K | -2.93% | 0.03% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 32.63 K | $116.18 K | 19.49% | 0.03% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 32.36 K | $115.20 K | 0.00% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 31.55 K | $112.33 K | 28.19% | 0.03% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 30.00 K | $106.80 K | 100.00% | 0.03% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 25.94 K | $92.33 K | -6.93% | 0.03% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 25.54 K | $90.91 K | 100.00% | 0.03% |
| TORONTO DOMINION BANK | 11/14/2025 | 25.00 K | $89.00 K | 100.00% | 0.03% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 10/10/2025 | 25.00 K | $89.00 K | 0.00% | 0.03% |
| OASIS MANAGEMENT CO LTD. | 11/14/2025 | 25.00 K | $89.00 K | 0.00% | 0.03% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 21.68 K | $78.00 K | 22.06% | 0.02% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 20.01 K | $71.23 K | -14.05% | 0.02% |
| GRANITE FO LLC | 10/22/2025 | 19.43 K | $69.17 K | 0.00% | 0.02% |
| INTECH INVESTMENT MANAGEMENT LLC | 11/12/2025 | 18.49 K | $65.84 K | -15.94% | 0.02% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 16.77 K | $59.68 K | -7.67% | 0.02% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 15.16 K | $53.95 K | 123.56% | 0.02% |
| HRT FINANCIAL LP | 11/14/2025 | 13.46 K | $47.00 K | 100.00% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 8.73 K | $31.08 K | 110.44% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/10/2025 | 4.35 K | $15.47 K | 0.00% | 0.00% |
| FMR LLC | 11/13/2025 | 4.30 K | $15.29 K | 2.97% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 3.88 K | $13.80 K | 0.00% | 0.00% |
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AlTi Global, Inc. institutional Ownership - FAQ's
During the previous two years, 82 institutional investors and hedge funds held shares of AlTi Global, Inc.. The most heavily invested institutionals were:
ALLIANZ SE: 20.84 M
BlackRock, Inc.: 2.66 M
VANGUARD GROUP INC: 2.04 M
GEODE CAPITAL MANAGEMENT, LLC: 1.16 M
Cartesian Growth Corp: 773,170
STATE STREET CORP: 716,081
32.51% of AlTi Global, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 34.81 M shares in the last 24 months. This purchase volume represents approximately $151.07 M in transactions.