AlTi Global, Inc. — Institutional Ownership

Which tracked institutions hold ALTI, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

17
Funds holding
$22416835
Total value held
Buying
11 added/new · 4 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $11484436 3181284 +534360 +20.19%
2 State Street Corp $3058565 847248 +11540 +1.38%
3 Alti Global, Inc. $2791133 773167 Held
4 Northern Trust Corp $1446596 400719 +70002 +21.17%
5 Ubs Group Ag $1106916 306625 +306625 NEW BUY
6 Raymond James Financial Inc $894901 247895 -56437 -18.54%
7 Bank Of New York Mellon Corp $395653 109599 +10793 +10.92%
8 Morgan Stanley $374285 103680 +35109 +51.20%
9 Goldman Sachs Group Inc $179143 49624 -49939 -50.16%
10 Wells Fargo & Company/Mn $156396 43323 +26971 +164.94%
11 Bank Of America Corp /De/ $127718 35379 -6679 -15.88%
12 Invesco Ltd. $94647 26218 +26218 NEW BUY
13 Citigroup Inc $92492 25621 +24603 +2416.80%
14 Toronto Dominion Bank $90250 25000 Held
15 Jpmorgan Chase & Co $76319 21141 +3557 +20.23%
16 Barclays Plc $28385 7863 -822 -9.46%
17 Royal Bank Of Canada $19000 5209 +975 +23.03%

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.