ALTI GLOBAL INC ALTI
CL A · Common Stock · CUSIP 02157E106
- SectorFinancials
- IndustryInvestment Advice
- HeadquartersNew York, NY
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $3.61. Options: 2 managers hold calls ($105.8k notional), 1 hold puts ($35.7k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2023 | 44 |
| Q3 2023 | 42 |
| Q4 2023 | 43 |
| Q1 2024 | 42 |
| Q2 2024 | 48 |
| Q3 2024 | 54 |
| Q4 2024 | 58 |
| Q1 2025 | 58 |
| Q2 2025 | 65 |
| Q3 2025 | 74 |
| Q4 2025 | 76 |
| Q1 2026 | 85 |
| Q2 2026 | 76 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 30 | 14 |
| Q4 2024 | 31 | 17 |
| Q1 2025 | 25 | 21 |
| Q2 2025 | 41 | 7 |
| Q3 2025 | 36 | 24 |
| Q4 2025 | 35 | 29 |
| Q1 2026 | 38 | 28 |
| Q2 2026 | 45 | 28 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $310.9k | $0 | 0.00 |
| Q1 2026 | $0 | $18.1k | — |
| Q2 2026 | $105.8k | $35.7k | 0.34 |
Biggest buyers
| BlueCrest Capital Management Ltd | Added | +626.1k |
| BlackRock, Inc. | Added | +534.4k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +377.0k |
| Squarepoint Ops LLC | New | +176.5k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +142.3k |
| UBS Group AG | Added | +137.3k |
| DIMENSIONAL FUND ADVISORS LP | Added | +105.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +89.0k |
| NORTHERN TRUST CORP | Added | +70.0k |
| AQR CAPITAL MANAGEMENT LLC | Added | +42.9k |
Biggest sellers
| Yorkville Advisors Global, LP | Sold out | -773.0k |
| ARP Global Capital Ltd | Sold out | -225.1k |
| GAM Holding AG | Reduced | -175.0k |
| Permanens Capital L.P. | Sold out | -82.6k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -56.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -54.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -49.9k |
| CITADEL ADVISORS LLC | Sold out | -43.3k |
| Brevan Howard Capital Management LP | Sold out | -26.3k |
| JANE STREET GROUP, LLC | Sold out | -25.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $69.7k19.3k shares |
| GROUP ONE TRADING LLC | New | $36.1k10.0k shares |
Biggest puts
| GROUP ONE TRADING LLC | Added | $35.7k9.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Tiedemann Michael
13D · may seek influence
filed 2026-03-31
Stated purposeOn March 30, 2026, the Board of Directors of the Company and Mr. Tiedemann agreed that Mr. Tiedemann would step down as Chief Executive Officer of the Issuer, effective March 30, 2026. In connection with his departure as Chief Executive Officer, effective March 30, 2026, Mr. Tiedemann resigned from the Board of Directors of the Issuer. Mr. Tiedemann and the other Reporting Persons have discussed and explored, and expect to continue to discuss and explore, various potential alternatives with respect to their investments in the Issuer. In connection with these discussions and in light of the Issuer's announcement, dated December 9, 2025, that it is considering its strategic alternatives, the Reporting Persons have advised the Issuer that the Reporting Persons intend to explore on a confide… Full filing |
9.8% |
| Islet Management, LP 13G · passive investor new · filed 2025-12-29 | 5.3% |
Fell to 5% or below in the last year: Yu Peter (4.9%, 2026-04-24)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $32.0k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 5 | $415.2k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Allianz SE 0.83% of their portfolio | 21.7m $78.4m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 3.2m $11.5m | Added +534.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.0m $7.3m | Added +377.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $4.7m | Added +142.3k |
| STATE STREET CORP 0.00% of their portfolio | 847.2k $3.1m | Added +11.5k |
| BlueCrest Capital Management Ltd 0.13% of their portfolio | 825.0k $3.0m | Added +626.1k |
| AlTi Global, Inc. 0.06% of their portfolio | 773.2k $2.8m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 400.7k $1.4m | Added +70.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 369.5k $1.3m | Added +22.5k |
| BOKF, NA 0.02% of their portfolio | 357.5k $1.3m | Unchanged |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 338.4k $1.2m | Added +89.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 315.8k $1.1m | Added +32.4k |
| UBS Group AG 0.00% of their portfolio | 306.6k $1.1m | Added +137.3k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 247.9k $894.9k | Reduced -56.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 202.7k $731.9k | Added +105.1k |
| Squarepoint Ops LLC 0.00% of their portfolio | 176.5k $637.3k | New |
| GAM Holding AG 0.05% of their portfolio | 175.0k $631.8k | Reduced -175.0k |
| NewEdge Wealth, LLC 0.00% of their portfolio | 122.4k $441.8k | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 109.6k $395.7k | Added +10.8k |
| Summit Trail Advisors, LLC 0.00% of their portfolio | 109.3k $394.7k | Added +8.3k |
| MORGAN STANLEY 0.00% of their portfolio | 103.7k $374.3k | Added +35.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 103.2k $372.5k | Added +42.9k |
| Nuveen, LLC 0.00% of their portfolio | 73.5k $265.3k | Added +21.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 49.6k $179.1k | Reduced -49.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 49.0k $176.8k | Added +12.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 43.3k $156.4k | Added +27.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 41.8k $151.0k | Added +13.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 38.5k $139.2k | Added +4.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 35.4k $127.7k | Reduced -6.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 33.4k $120.6k | Added +2.1k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 32.0k $115.5k | Added +14.2k |
| ALGERT GLOBAL LLC 0.00% of their portfolio | 30.6k $110.3k | New |
| Invesco Ltd. 0.00% of their portfolio | 26.2k $94.6k | Reduced -12.6k |
| SIMON QUICK ADVISORS, LLC 0.00% of their portfolio | 25.9k $93.6k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 25.6k $92.5k | Added +22.7k |
| TORONTO DOMINION BANK 0.00% of their portfolio | 25.0k $90.2k | Unchanged |
| FLPUTNAM INVESTMENT MANAGEMENT CO 0.00% of their portfolio | 25.0k $90.2k | Unchanged |
| Oasis Management Co Ltd. 0.01% of their portfolio | 25.0k $90.2k | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 24.4k $88.2k | Added +20.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 23.1k $83.4k | Added +2.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 21.1k $76.3k | Added +3.6k |
| Granite FO LLC 0.04% of their portfolio | 19.4k $70.1k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 18.0k $64.9k | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 16.0k $57.7k | Added +4.6k |
| XTX Topco Ltd 0.00% of their portfolio | 15.6k $56.3k | Reduced -3.0k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 15.2k $54.7k | Unchanged |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 14.7k $53.2k | New |
| Jump Financial, LLC 0.00% of their portfolio | 11.5k $41.4k | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 11.4k $41.1k | Added +1.1k |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 10.1k $36.3k | Added +5.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 8.2k $29.4k | Reduced -4.8k |
| BARCLAYS PLC 0.00% of their portfolio | 7.9k $28.4k | Reduced -822 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 5.6k $20.2k | Reduced -3.1k |
| Legal & General Group Plc 0.00% of their portfolio | 5.4k $19.6k | Added +1.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 5.2k $19.0k | Added +975 |
| FMR LLC 0.00% of their portfolio | 4.8k $17.4k | Added +433 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 4.3k $15.7k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 1.1k $4.0k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 734 $2.6k | Added +638 |
| Sterling Capital Management LLC 0.00% of their portfolio | 720 $2.6k | Reduced -712 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 606 $2.2k | Reduced -1.7k |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 432 $1.6k | Added +198 |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 233 $842 | New |
| Kilter Group LLC 0.00% of their portfolio | 200 $722 | Unchanged |
| SJS Investment Consulting Inc. 0.00% of their portfolio | 88 $318 | Added +86 |
| IFP Advisors, Inc 0.00% of their portfolio | 70 $253 | Added +6 |
| Fortitude Family Office, LLC 0.00% of their portfolio | 43 $155 | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 35 $126 | Added +33 |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 29 $105 | Added +17 |
| Essential Partners LLC 0.00% of their portfolio | 21 $76 | Reduced -98 |
| Clearstead Advisors, LLC 0.00% of their portfolio | 15 $55 | New |
| Larson Financial Group LLC 0.00% of their portfolio | 11 $40 | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 7 $25 | Unchanged |
| DUPONT CAPITAL MANAGEMENT CORP 0.00% of their portfolio | 4 $14 | Unchanged |
| True Wealth Design, LLC 0.00% of their portfolio | 2 $8 | Reduced -31 |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 1 $4 | Reduced -7 |