ALTI · NASDAQ · Asset Management - Global

AlTi (ALTI)

Advises wealthy families, foundations, and institutions across wealth management, OCIO, and alternatives.

$3.16
After hours−0.00 (−0.16%)
At close$3.17(+1.77%)

13F · 13D/G · Form 4

Institutions22.62%35.28M shares
79 holders · as of Jun 30, 2026
Insiders12.14%18.93M shares
16 holders · as of Jun 18, 2026
Other65.24%101.74M shares
remainder

155.94M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (155.94M in the company's Sep 22, 2026 report, 102.41M elsewhere); stakes use the report.

This company has 2 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
Allianz SEInstitution
13.92%21.71M Aas of Jun 30, 2026
Michael Tiedemann1Insiderdirector, officer: Chief Executive Officer
7.11%11.09M Afiled Mar 31, 2026
Islet Management, LPInstitution
3.48%5.42Mfiled Dec 29, 2025
Spiros MaliagrosInsiderofficer: Pres., Strategic Alternatives
2.44%397,176 A · 3.41M Bfiled Oct 21, 2024
BlackRock, Inc.Institution
2.04%3.18M Aas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
1.29%2.01M Aas of Jun 30, 2026
Geode Capital Management, LLCInstitution
0.83%1.29M Aas of Jun 30, 2026
Robert WeeberInsiderofficer: Pres, Intl. Wealth Mmgt
0.77%1.21M Afiled Feb 18, 2026
Brooke ConnellInsiderofficer: Pres, US Wealth Mgmt
0.67%286,424 A · 765,879 Bfiled Feb 18, 2026
Kevin P. MoranInsiderofficer: President and COO
0.55%156,982 A · 695,759 Bfiled Feb 18, 2026
State Street CorpInstitution
0.54%847,248 Aas of Jun 30, 2026
Bluecrest Capital Management LtdInstitution
0.53%825,000 Aas of Jun 30, 2026
Cartesian Growth CorpInstitution
0.50%773,167 Aas of Jun 30, 2026
Northern Trust CorpInstitution
0.26%400,719 Aas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
0.24%369,491 Aas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
0.24%369,491 Aas of Jun 30, 2026
Bokf, NaInstitution
0.23%357,536 Aas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
0.22%338,450 Aas of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.20%315,755 Aas of Jun 30, 2026
UBS Group AGInstitution
0.20%306,625 Aas of Jun 30, 2026
Raymond James Financial IncInstitution
0.16%247,895 Aas of Jun 30, 2026
Timothy F. KeaneyInsiderdirector
0.13%207,680 Afiled Jun 18, 2026
Dimensional Fund Advisors LPInstitution
0.13%202,742 Aas of Jun 30, 2026
Squarepoint Ops LLCInstitution
0.11%176,549 Aas of Jun 30, 2026
GAM Holding AGInstitution
0.11%175,000 Aas of Jun 30, 2026
  1. Michael Tiedemann's transaction reports restate only vehicles that traded; the 2026 ownership statement (11.09M) is used instead.

13F, as of Jun 30, 2026

79 holders · 35.28M shares · 10 new positions · 48 increased · 14 reduced · 15 closed

HolderShares% of companyChg q/qFiled
Allianz SE21.71M13.92%0Aug 10, 2026
BlackRock, Inc.3.18M2.04%+534.4KAug 7, 2026
Vanguard Capital Management LLC2.01M1.29%+377.0KAug 13, 2026
Geode Capital Management, LLC1.29M0.83%+142.3KAug 12, 2026
State Street Corp847.2K0.54%+11.5KAug 7, 2026
Bluecrest Capital Management Ltd825.0K0.53%+626.1KAug 14, 2026
Cartesian Growth Corp773.2K0.50%0Aug 5, 2026
Northern Trust Corp400.7K0.26%+70.0KAug 13, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Allianz SE24.86%26.71M13DApr 2, 2026
Tiedemann Michaelincl. Chauncey Close, LLC, Michael Glenn Tiedemann 2012 Delaware Trust +1 more9.80%11.09M13DMar 31, 2026
Pangaea Three-B, LPincl. CGC Sponsor LLC, Peter Yu6.30%5.80M13GNov 4, 2024
Islet Management, LP5.27%5.42M13GDec 29, 2025

Form 4

Latest trades

No open-market trades in the last 12 months.

House and Senate disclosures

Not reported.