87 institutions reported holding $121.3M of ALTI GLOBAL INC (ALTI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Allianz SE ($78.6M), BlackRock, Inc. ($9.6M), VANGUARD CAPITAL MANAGEMENT LLC ($5.9M), GEODE CAPITAL MANAGEMENT, LLC ($4.2M), STATE STREET CORP ($3.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Allianz SE | $78.6M | 21.7M | Added |
| 2 | BlackRock, Inc. | $9.6M | 2.6M | Trimmed |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $5.9M | 1.6M | New |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $4.2M | 1.1M | Added |
| 5 | STATE STREET CORP | $3.0M | 835,708 | Added |
| 6 | AlTi Global, Inc. | $2.8M | 773,167 | Trimmed |
| 7 | Yorkville Advisors Global, LP | $2.8M | 773,000 | Added |
| 8 | BOKF, NA | $1.3M | 357,536 | Trimmed |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.3M | 346,990 | Trimmed |
| 10 | NORTHERN TRUST CORP | $1.2M | 330,717 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $1.1M | 304,332 | Added |
| 12 | VANGUARD FIDUCIARY TRUST CO | $1.0M | 283,386 | New |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | $903,136 | 249,485 | New |
| 14 | ARP Global Capital Ltd | $814,862 | 225,100 | New |
| 15 | BlueCrest Capital Management Ltd | $720,188 | 198,947 | New |
| 16 | UBS Group AG | $612,859 | 169,298 | Trimmed |
| 17 | NewEdge Wealth, LLC | $443,053 | 122,390 | Added |
| 18 | Summit Trail Advisors, LLC | $365,761 | 101,039 | Hold |
| 19 | GOLDMAN SACHS GROUP INC | $360,419 | 99,563 | Added |
| 20 | Bank of New York Mellon Corp | $357,678 | 98,806 | Trimmed |
| 21 | DIMENSIONAL FUND ADVISORS LP | $353,556 | 97,681 | Added |
| 22 | Permanens Capital L.P. | $298,943 | 82,581 | Added |
| 23 | MORGAN STANLEY | $248,228 | 68,571 | Trimmed |
| 24 | AQR CAPITAL MANAGEMENT LLC | $218,362 | 60,321 | Added |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $196,765 | 54,355 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31