13F

Stock

AlTi Global, Inc.

ALTI · held by 77 managers

Reported value

$148.6M

Holders

77

+1 new · −2 exited

Holders’ est. mark

$173.3K

Price effect on 7 books still in the name

Largest holder

$96.7M

Allianz SE

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Allianz SE20.8M$96.7MHeld
BlackRock, Inc.2.69M$12.5MHeld
Vanguard2.18M$10.1MHeld
GEODE CAPITAL MANAGEMENT, LLC1.13M$5.25MHeld
State Street776.3K$3.6MHeld
AlTi Global, Inc.773.2K$3.59MHeld
Yorkville Advisors Global, LP649.2K$3.01MHeld
BOKF, NA387.3K$1.8MHeld
CHARLES SCHWAB INVESTMENT MANAGEMENT INC356.3K$1.65MHeld
NORTHERN TRUST CORP319.6K$1.48MHeld
UBS Group AG189.8K$880.6KHeld
RAYMOND JAMES FINANCIAL INC183.2K$849.8KHeld
NewEdge Wealth, LLC119.9K$556.3KHeld
Summit Trail Advisors, LLC101K$468.8KHeld
Bank of New York Mellon Corp99.2K$460.2KHeld
MORGAN STANLEY85K$394.4K$73.6KAdded$151.8K
Permanens Capital L.P.77.8K$361.1KHeld
SUSQUEHANNA INTERNATIONAL GROUP, LLP74.5K$345.7KHeld
BARCLAYS PLC67.6K$313.5K$65.4KAdded$97.9K
DIMENSIONAL FUND ADVISORS LP66.8K$310KHeld
GOLDMAN SACHS GROUP INC63.7K$295.6KHeld
JANE STREET GROUP, LLC54.4K$252.6KHeld
Nuveen, LLC52.1K$241.7KHeld
WELLS FARGO & COMPANY/MN48.5K$225.1KHeld
BANK OF AMERICA CORP /DE/44.7K$207.2K$34.1KAdded$94.9K
Citadel44.6K$206.8KHeld
Invesco Ltd.39.8K$184.8KHeld
Icahn Capital37.4K$173.6KHeld
SIMPLEX TRADING, LLC34.9K$161.8KHeld
ALLIANCEBERNSTEIN L.P.32.4K$150.2KHeld
RHUMBLINE ADVISERS32K$148.5KHeld
DEUTSCHE BANK AG\30K$139.3KHeld
JPMORGAN CHASE & CO29.9K$138.6KHeld
Brevan Howard Capital Management LP27.6K$126.5KHeld
GAM Holding AG25.8K$119.6KHeld
TORONTO DOMINION BANK25K$116KHeld
FLPUTNAM INVESTMENT MANAGEMENT CO25K$116KHeld
Oasis Management Co Ltd.25K$116KHeld
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.20.1K$93.4KHeld
Granite FO LLC19.4K$90.2KHeld
MetLife Investment Management, LLC16.5K$76.4KHeld
INTECH INVESTMENT MANAGEMENT LLC16.3K$75.5KHeld
Police & Firemen's Retirement System of New Jersey15.2K$70.3KHeld
XTX Topco Ltd13.5K$62.9KHeld
MANUFACTURERS LIFE INSURANCE COMPANY, THE13.4K$62.2KHeld
MILLENNIUM MANAGEMENT LLC11.7K$54.2KHeld
Stratos Wealth Partners, LTD.10K$46.4KHeld
BNP PARIBAS FINANCIAL MARKETS9.99K$46.4KHeld
ROYAL BANK OF CANADA5.5K$26KHeld
Fidelity4.36K$20.2KHeld
Ameritas Investment Partners, Inc.4.34K$20.2KHeld
Legal & General Group Plc3.88K$18KHeld
Russell Investments Group, Ltd.3.79K$17.6KHeld
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2.67K$12.4KHeld
Sterling Capital Management LLC2.49K$11.6KHeld
Tower Research Capital LLC (TRC)2.24K$10.4KHeld
Steward Partners Investment Advisory, LLC1.5K$6.96KHeld
NEW YORK STATE COMMON RETIREMENT FUND1.1K$5.11KHeld
CITIGROUP INC1.02K$4.72KHeld
Optiver Holding B.V.416$1.93KHeld
Kilter Group LLC200$928$216Added$216
EverSource Wealth Advisors, LLC129$599Held
GROUP ONE TRADING LLC65$302Held
IFP Advisors, Inc34$158$35Added$44
True Wealth Design, LLC33$154Held
PRICE T ROWE ASSOCIATES INC /MD/27.9K$130Held
Essential Partners LLC19$88$17Added$31
Larson Financial Group LLC11$51Held
Sunbelt Securities, Inc.11$51Held
Arax Advisory Partners10$46Held
Allworth Financial LP9$42$5Added$24
SBI Securities Co., Ltd.7$32Held
ROTHSCHILD INVESTMENT LLC6$28Held
PNC Financial Services Group, Inc.5$23Held
DUPONT CAPITAL MANAGEMENT CORP4$19Held
CWM, LLC1.95K$9Held
AMALGAMATED BANK1.36K$6Held

Who left

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.