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AlTi Global, Inc. ALTI

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Estimated market cap $246.39M155.94M shares, shares as of Nov 6, 2026CIK 1838615

Insider trades, 12 mo

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No open-market trades

Congress trades, 24 mo

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No disclosed trades

13F holders, Q3 2026

30.9% of shares · 21 added

13F holders

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Lobbying, 12 mo

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No lobbying filings

Federal contracts, 12 mo

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None matched

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Latest 10-Q

Q3 2026

What changed in AlTi Global, Inc.'s latest quarterly report, compared with the one before.

Filed Nov 9, 2026 · Quarter ended Sep 30, 2026

Compared with the 10-Q for the quarter ended Jun 30, 2026. Sections compared: management's discussion, risk factors, legal proceedings and controls and procedures.

Read the 10-Q on sec.gov ↗Filing index ↗

Latest 10-Q

What changed in AlTi Global, Inc.'s latest quarterly report, compared with the one before.

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Insider trades

Open-market trades from Form 4. 10b5-1 marks a plan set in advance.

No open-market insider trades reported since Jun 3, 2025. Insiders have two business days to file.

Recent insider trades

Patrick T. Keenan Principal Accounting Officer	Jun 3, 2025 Form 4 ↗	Sale	−$15.8K 4,562 sh @ $3.47	-81.5%
Michael Tiedemann Chief Executive Officer, Director	Jun 3, 2025 Form 4 ↗	Sale	−$146.4K 42,199 sh @ $3.47	-81.5%
Colleen A. Graham Chief Legal, Compl & Risk Ofcr	Jun 3, 2025 Form 4 ↗	Sale	−$79.6K 22,934 sh @ $3.47	-81.5%
Kevin P. Moran President and COO	Jun 3, 2025 Form 4 ↗	Sale	−$98.9K 28,509 sh @ $3.47	-81.5%
Brooke Connell Pres, US Wealth Mgmt	Jun 3, 2025 Form 4 ↗	Sale	−$74.5K 21,462 sh @ $3.47	-81.5%

All ALTI insider trades →Planned sales (Form 144): see notices

Insider trades

Open-market trades from Form 4. 10b5-1 marks a plan set in advance.

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13F holders

36.08M shares

53 funds report ALTI. Values checked against market prices.

Q3 2026. 10 new, 21 added to, 15 trimmed, 33 exited since Q2 2026.

Top 13F holders
#
1	Allianz SE 13F ↗	22.98M	$68.7M	+5.9%
2	BlackRock, Inc. 13F ↗	3.16M	$9.4M	-0.7%
3	Vanguard Capital Management LLC 13F ↗	2.31M	$6.9M	+14.9%
4	Geode Capital Management, LLC 13F ↗	1.34M	$4.0M	+3.9%
5	BlueCrest Capital Management Ltd 13F ↗	950,000	$2.8M	+15.2%
6	State Street Corp 13F ↗	871,398	$2.6M	+2.9%
7	Yorkville Advisors Global, LP 13F ↗	800,000	$2.4M	New
8	AlTi Global, Inc. 13F ↗	750,951	$2.2M	-2.9%
9	Vanguard Fiduciary Trust Co 13F ↗	392,683	$1.2M	+24.4%
10	Bokf, NA 13F ↗	357,536	$1.1M	unchanged

Download CSV Every fund that holds ALTI, not only these ten. A download holds at most 10,000 rows; narrow the filters to get a smaller slice.

13F holders

Funds that report this stock, checked against market prices.

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Trades by members of Congress

Disclosed in dollar ranges, up to 45 days after the trade.

No recent congressional trades for this company.

Trades by members of Congress

Disclosed in dollar ranges, up to 45 days after the trade.

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Lobbying

What AlTi Global, Inc. and its lobbying firms report each quarter.

No recent lobbying filings for this company.

Lobbying

What AlTi Global, Inc. and its lobbying firms report each quarter.

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Institutional ownership over time

How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.

Funds holding the stock

Shares they report

Funds holding the stock by quarter

Q2 2023	43	—	3.64M	$27.9M
Q3 2023	41	-2	3.74M	$26.1M
Q4 2023	42	+1	4.28M	$37.5M
Q1 2024	41	-1	5.96M	$33.7M
Q2 2024	47	+6	7.28M	$37.9M
Q3 2024	53	+6	28.30M	$105.8M
Q4 2024	57	+4	29.68M	$131.0M
Q1 2025	57	0	29.52M	$89.8M
Q2 2025	64	+7	30.64M	$127.2M
Q3 2025	74	+10	32.54M	$115.9M
Q4 2025	76	+2	32.05M	$148.7M
Q1 2026	84	+8	33.84M	$122.5M
Q2 2026	76	-8	34.90M	$126.0M
Q3 2026	53	-23	36.08M	$107.9M

Each point is a quarter-end, from Q2 2023 to Q3 2026. A fund's 13F lists its long positions in US-listed securities as of the last day of the quarter and arrives up to 45 days later, so each point shows holdings at quarter-end, not on the day they were reported.

Common shares only; options and bonds are left out. When a fund amends a report, the amended version is the one counted.

The history follows the company's current CUSIP number (02157E106). If the company's shares were ever re-issued under a different CUSIP, the quarters before the change are not part of this series, so the first point (Q2 2023) can be later than the stock's first appearance in 13F reports.

Share counts are adjusted for stock splits; none took place between these quarters. Values are in dollars as reported at the time and are not adjusted.

A quarter appears once our daily update has built its summary. If a summary cannot be built, older reports are kept and the chart shows the quarters it has until the next update repairs it.

Institutional ownership over time

How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.

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More filings and data

Each opens the table.

Ownership stakes5 in 12 mo 8-K events2 in 90 days PatentsNone on record Short interestFINRA · updated Oct 15 Planned insider salesNone in 12 mo Executive payNone on record Wikipedia attentionNone on record SEC enforcementNone on record IPO history2 registrations Ownership stakes…8-K events…Patents…Short interest…Planned insider sales…Executive pay…Wikipedia attention…SEC enforcement…

About the company

The basics from the company’s SEC registration.

Legal name: AlTi Global, Inc.
Address: 22 VANDERBILT, 27TH FLOOR, NEW YORK, NY 10017
Phone: 212-461-6363
Fiscal year ends: Dec 31
Filer category: emerging growth company
Incorporated in: DE
Listed as: ALTI (Nasdaq)
Former names: Alvarium Tiedemann Holdings, Inc. (until 2023); Cartesian Growth Corp (until 2023)
SEC filings: All filings on SEC EDGAR ↗

About the company

The basics from the company’s SEC registration.

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$1.58−$0.10 (−5.95%) Nov 13 close

1M3M1Y

Oct 13, 2026Low $1.58 · High $2.68Nov 13, 2026

Aug 13, 2026Low $1.58 · High $4.19Nov 13, 2026

Nov 13, 2025Low $1.58 · High $5.19Nov 13, 2026

Congress purchase Congress sale Insider sale over $1M

Adjusted for stock splits; not for dividends. Where prices come from.

Live chart

Intraday and historical prices from TradingView. Quotes may be delayed.

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Information, not investment advice. Company matching is automatic; check the source before relying on one row.