$ALTI

$2.52 -$0.06 (2.33%) Close

$ALTI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 110.9M shares outstanding

Who owns ALTI?

By type of holder

Institutions 31.5% Insiders 0.0% Everyone else 68.5%

Concentration Top 10 holders own 38.3%

Allianz SE 19.6% · Tiedemann Michael 10.0%

Institutional ownership

31.5%

+1.0 pts vs last qtr

Institutional holders

-9 vs last qtr

Net shares bought

+1.1M

by institutions in Q2 2026

New / sold out

7 / 16

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlueCrest Capital Management Ltd +626.1K
BlackRock, Inc. +534.4K

Biggest sellers in Q2 2026

Yorkville Advisors Global, LP SOLD OUT −773.0K
ARP Global Capital Ltd SOLD OUT −225.1K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for AlTi Global, Inc. in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

+1435613.5%

+994.63% a year

Each share's claim on the business

−100.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$4.22M vs —

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years27% 1–3 years68% Under 1 year5%

Quarterly turnover

6.2%

of institutional shares changed hands

Top 10 managers, median time held

3.3 years

Super Investors

Investment managers reporting ALTI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AS Allianz SE 13D · 24.9%	21.7M	19.58%	Unchanged	2024	0.8%
Shares held by quarter Peak holding21.7M (Q1'26) Change over 8 quarters+2.4M Share of the company19.580% Disclosed stake13D · 24.9% Allianz SE's full portfolio →
B BlackRock, Inc.	3.2M	2.87%	+534.4K (+20.2%)	2023	0.0%
Shares held by quarter Peak holding3.2M (Q2'26) Change over 8 quarters+630.5K Share of the company2.870% BlackRock, Inc.'s full portfolio →

Allianz SE

13D · 24.9%

21.7M

% of company

19.58%

Change vs last qtr

Unchanged

Held since

2024

BlackRock, Inc.

3.2M

% of company

2.87%

Change vs last qtr

+534.4K (+20.2%)

Held since

2023

28 more super investors behind a free account

See every manager holding AlTi Global, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ALTI on Form N-PORT; together they hold 5.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$5.16M	1.4M	1.29%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$4.4M	1.2M	1.10%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$5.16M

% of company

1.29%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$4.4M

% of company

1.10%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding AlTi Global, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
TM Tiedemann Michael 5%+ holder 13D · 9.8%	11.1M	10.01%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company10.010% Disclosed stake13D · 9.8% View the 13D/G filing →

Tiedemann Michael

5%+ holder13D · 9.8%

11.1M

% of company

10.01%

Change vs last qtr

—

Held since

—

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