AlTi Global, Inc.
AlTi Global, Inc. (ALTI) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · ALTI · as of Sep 30, 2025
Ownership Breakdown
74
Institutional Holders
▲ 10 vs Q2
$115.70M
Total Inst. Value
▼ $11.33M vs Q2
102.41M
Shares Outstanding
freeFloat 58.25%
32.49M
13F Shares Held
▲ 1.89M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
ALTI largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
ALLIANZ SE investment advice | 20.84M | 20.86% | 20.86% | $74.20B | Nov 12, 2025 | ▲ 1.52M |
BLACKROCK, INC. investment advice | 2.66M | 2.67% | 2.67% | $9.48B | Nov 12, 2025 | ▼ 244.5K |
VANGUARD GROUP INC investment advice | 2.04M | 2.04% | 2.04% | $7.24B | Nov 7, 2025 | ▼ 313.0K |
GEODE CAPITAL MANAGEMENT, LLC investment advice | 1.16M | 1.16% | 1.16% | $4.14B | Nov 12, 2025 | ▼ 135.9K |
CARTESIAN GROWTH CORP investment advice | 773.2K | 77.38% | 77.38% | $2.75B | Nov 6, 2025 | ▲ 3 |
STATE STREET CORP investment advice | 716.1K | 71.67% | 71.67% | $2.55B | Nov 14, 2025 | ▲ 36.0K |
BOKF, NA investment advice | 595.9K | 59.64% | 59.64% | $2.12B | Nov 13, 2025 | — held |
UBS GROUP AG investment advice | 498.1K | 49.85% | 49.85% | $1.77B | Nov 13, 2025 | ▼ 17.8K |
YORKVILLE ADVISORS GLOBAL, LP investment advice | 447.5K | 44.79% | 44.79% | $1.59B | Nov 18, 2025 | NEW |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC investment advice | 362.0K | 36.24% | 36.24% | $1.29B | Nov 10, 2025 | ▼ 151.0K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
16
Increased
+1.73M shares9
New Positions
first time holders15
Decreased
−945.3K shares0
Sold Out
fully exitedNet shares change (top 50)
+785.4K
+1.73M / −945.3K
Net new holders
+10
9 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
ALTI insider trading · insider activity
Source: SEC Form 4
26
Buy transactions
19
Sell transactions
1.37
Buy/Sell ratio
$1M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Harrington Michael W Chief Financial Officer | Mar 31, 2026 | Award | 68,596.88 | — | — | 68.6K | Form 4 ↗ |
Moran Kevin P. President and COO | Mar 31, 2026 | Award | 119,821.83 | — | — | 119.8K | Form 4 ↗ |
Keenan Patrick T. Principal Accounting Officer | Mar 31, 2026 | Award | 14,922.05 | — | — | 14.9K | Form 4 ↗ |
Graham Colleen A Chief Legal, Compl & Risk Ofcr | Mar 31, 2026 | Award | 97,550.11 | — | — | 97.6K | Form 4 ↗ |
Connell Brooke Pres, US Wealth Mgmt | Mar 31, 2026 | Award | 77,505.57 | — | — | 77.5K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
AlTi Global, Inc. (ALTI) is primarily owned by institutional investors, who hold approximately 31.7% of total shares outstanding. Company insiders own approximately 41.75%, while retail and public investors account for the remaining 26.53%.
The largest institutional shareholder of AlTi Global, Inc. is ALLIANZ SE, holding approximately 20.84 million shares — equal to 20.86% of outstanding shares — as of September 30, 2025.
A total of 74 institutional investors currently hold ALTI stock, with a combined institutional value of approximately $115,703,326 as of the most recent 13F filing period.
Frequently asked questions
ALTI ownershipAlTi Global, Inc. (ALTI) is primarily owned by institutional investors, who hold approximately 31.7% of shares. The largest shareholder is ALLIANZ SE with a 20.86% stake. Company insiders hold 41.75%. Data sourced from SEC Form 13F as of September 30, 2025.