ALTINasdaqInvestment AdviceFiscal year ends December 31
AlTi Global, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$2.45−0.13 (-5.04%)
Close on Oct 19, 2026
- Market cap
- $271.60M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
22.4%
35M of 156M shares
Institutional holders
76
8 new, 14 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Joseph Samuels | 5,422,100 | 5.27% | 13G (passive) | Nov 17, 2025 |
| Allianz Se | 26,707,214 | 24.86% | 13D (active) amendment | Apr 2, 2026 |
| H.E. Sheikh Jassim Abdulaziz J.H. Al-Thani | 17,984,584 | 19.60% | 13D (active) amendment | Aug 9, 2024 |
| Tiedemann Michael | 11,094,465 | 9.80% | 13D (active) amendment | Mar 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ALTI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Allianz SE | 21,707,214 | 13.92% | $78.36M | – | 0.83% |
| BlackRock, Inc. | 3,181,284 | 2.04% | $11.48M | +534,360 | 0.00% |
| Vanguard Capital Management LLC | 2,014,518 | 1.29% | $7.27M | +376,951 | 0.00% |
| Geode Capital Management, LLC | 1,289,528 | 0.83% | $4.66M | +142,256 | 0.00% |
| State Street Corp | 847,248 | 0.54% | $3.06M | +11,540 | 0.00% |
| BlueCrest Capital Management Ltd | 825,000 | 0.53% | $2.98M | +626,053 | 0.10% |
| AlTi Global, Inc. | 773,167 | 0.50% | $2.79M | – | 0.06% |
| Northern Trust Corp | 400,719 | 0.26% | $1.45M | +70,002 | 0.00% |
| Charles Schwab Investment Management Inc | 369,491 | 0.24% | $1.33M | +22,501 | 0.00% |
| Bokf, NA | 357,536 | 0.23% | $1.29M | – | 0.02% |
| Vanguard Portfolio Management LLC | 338,450 | 0.22% | $1.22M | +88,965 | 0.00% |
| Vanguard Fiduciary Trust Co | 315,755 | 0.20% | $1.14M | +32,369 | 0.00% |
| UBS Group AG | 306,625 | 0.20% | $1.11M | +137,327 | 0.00% |
| Raymond James Financial Inc | 247,895 | 0.16% | $894.90K | −56,437 | 0.00% |
| Dimensional Fund Advisors LP | 202,742 | 0.13% | $731.90K | +105,061 | 0.00% |
| Squarepoint Ops LLC | 176,549 | 0.11% | $637.34K | New | 0.00% |
| GAM Holding AG | 175,000 | 0.11% | $631.75K | −175,000 | 0.05% |
| NewEdge Wealth, LLC | 122,390 | 0.08% | $441.83K | – | 0.00% |
| Bank of New York Mellon Corp | 109,599 | 0.07% | $395.65K | +10,793 | 0.00% |
| Summit Trail Advisors, LLC | 109,339 | 0.07% | $394.71K | +8,300 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 76 | 35M | 22.4% | 8 / 38 | 13 / 14 | 3M | 2M |
| Q1 2026 | 84 | 34M | 21.7% | 13 / 28 | 24 / 4 | 4M | 0M |
| Q4 2025 | 76 | 32M | 20.6% | 8 / 27 | 23 / 6 | 1M | 1M |
| Q3 2025 | 74 | 33M | 20.9% | 15 / 21 | 19 / 5 | 3M | 1M |
| Q2 2025 | 64 | 31M | 19.6% | 9 / 33 | 5 / 2 | 1M | 0M |
| Q1 2025 | 57 | 30M | 18.9% | 6 / 20 | 17 / 5 | 0M | 0M |
| Q4 2024 | 57 | 30M | 19.0% | 13 / 21 | 9 / 8 | 2M | 0M |
| Q3 2024 | 53 | 28M | 18.1% | 11 / 21 | 10 / 4 | 23M | 0M |
| Q2 2024 | 47 | 7M | 4.7% | 16 / 17 | 10 / 9 | 2M | 0M |
| Q1 2024 | 41 | 6M | 3.8% | 4 / 20 | 10 / 5 | 2M | 0M |
| Q4 2023 | 42 | 4M | 2.7% | 4 / 38 | 0 / 2 | 4M | 0M |
| Q3 2023 | 41 | 0M | 0.0% | 5 / 12 | 7 / 7 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ALTI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,428,292 | 0.92% | $5.16M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,219,321 | 0.78% | $4.40M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 542,964 | 0.35% | $1.95M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 536,176 | 0.34% | $1.94M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 390,239 | 0.25% | $1.41M | 0.01% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 238,451 | 0.15% | $786.89K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 223,471 | 0.14% | $737.45K | 0.00% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 212,361 | 0.14% | $700.79K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 167,926 | 0.11% | $606.21K | 0.04% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 163,919 | 0.11% | $591.75K | 0.00% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 122,373 | 0.08% | $440.54K | 0.01% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 114,151 | 0.07% | $376.70K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 75,441 | 0.05% | $248.96K | 0.00% | May 31, 2026 |
| Master Small Cap Index Series | 73,739 | 0.05% | $266.20K | 0.00% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 70,438 | 0.05% | $232.45K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Nancy Ann Curtin | Interim CEO, Director | 149,921 | 0.10% | Apr 9, 2026 |
| Michael Tiedemann | Chief Executive Officer, Director | 8,499,992 | 5.45% | Feb 18, 2026 |
| Michael W. Harrington | Chief Financial Officer | 27,089 | 0.02% | Apr 2, 2026 |
| Kevin P. Moran | President and COO | 817,253 | 0.52% | Apr 2, 2026 |
| Colleen A. Graham | Chief Legal, Compl & Risk Ofcr | 96,307 | 0.06% | Apr 2, 2026 |
| Brooke Connell | Pres, US Wealth Mgmt | 1,029,347 | 0.66% | Apr 2, 2026 |
| Patrick T. Keenan | Principal Accounting Officer | 9,779 | 0.01% | Apr 2, 2026 |
| Robert Weeber | Pres, Intl. Wealth Mmgt | 1,212,945 | 0.78% | Feb 18, 2026 |
| Stephen D. Yarad | Chief Financial Officer | 66,525 | 0.04% | Feb 19, 2025 |
| Timothy F. Keaney | Director | 207,680 | 0.13% | Jun 18, 2026 |
| Ali Bouzarif | Director | 832,818 | 0.53% | Jun 18, 2026 |
| Andreas Wimmer | Director | 53,507 | 0.03% | Jun 18, 2026 |
| Norma Corio | Director | 71,409 | 0.05% | Jun 18, 2026 |
| Mark F. Furlong | Director | 96,409 | 0.06% | Jun 18, 2026 |
| Warson Tracey Brophy | Director | 84,520 | 0.05% | Jun 18, 2026 |
| Nazim Cetin | Director | 53,507 | 0.03% | Jun 18, 2026 |
| Se Allianz | 10% owner | 22,979,542 | 14.74% | Jul 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Se Allianz 10% owner | Jul 2, 2026 | Other | +1,272,328.52 | – | – | 22,979,542 |
| Warson Tracey Brophy Director | Jun 16, 2026 | Option exercise | +30,732.27 | – | – | 84,520 |
| Nazim Cetin Director | Jun 16, 2026 | Option exercise | +30,732.27 | – | – | 53,507 |
| Norma Corio Director | Jun 16, 2026 | Option exercise | +30,732.27 | – | – | 71,409 |
| Timothy F. Keaney Director | Jun 16, 2026 | Option exercise | +47,495.32 | – | – | 207,680 |
| Mark F. Furlong Director | Jun 16, 2026 | Option exercise | +30,732.27 | – | – | 96,409 |
| Ali Bouzarif Director | Jun 16, 2026 | Option exercise | +30,732.27 | – | – | 84,520 |
| Andreas Wimmer Director | Jun 16, 2026 | Option exercise | +30,732.27 | – | – | 53,507 |
| Colleen A. Graham Chief Legal, Compl & Risk Ofcr | Feb 15, 2026 | Option exercise | +31,412.43 | – | – | 96,307 |
| Colleen A. Graham Chief Legal, Compl & Risk Ofcr | Feb 15, 2026 | Option exercise | +28,891.82 | – | – | 147,093 |
| Colleen A. Graham Chief Legal, Compl & Risk Ofcr | Feb 15, 2026 | Option exercise | +21,894.49 | – | – | 118,201 |
| Brooke Connell Pres, US Wealth Mgmt | Feb 15, 2026 | Option exercise | +8,700.57 | – | – | 263,468 |
| Brooke Connell Pres, US Wealth Mgmt | Feb 15, 2026 | Option exercise | +38,379.02 | – | – | 254,768 |
| Brooke Connell Pres, US Wealth Mgmt | Feb 15, 2026 | Option exercise | +22,955.15 | – | – | 286,424 |
| Robert Weeber Pres, Intl. Wealth Mmgt | Feb 15, 2026 | Option exercise | +23,021.11 | – | – | 1,195,215 |
| Robert Weeber Pres, Intl. Wealth Mmgt | Feb 15, 2026 | Option exercise | +35,796.45 | – | – | 1,163,239 |
| Robert Weeber Pres, Intl. Wealth Mmgt | Feb 15, 2026 | Option exercise | +8,954.8 | – | – | 1,172,194 |
| Michael W. Harrington Chief Financial Officer | Feb 15, 2026 | Option exercise | +27,088.83 | – | – | 27,089 |
| Michael Tiedemann Chief Executive Officer, Director | Feb 15, 2026 | Option exercise | +85,751.98 | – | – | 710,351 |
| Michael Tiedemann Chief Executive Officer, Director | Feb 15, 2026 | Option exercise | +25,546.28 | – | – | 566,690 |
| Michael Tiedemann Chief Executive Officer, Director | Feb 15, 2026 | Option exercise | +57,909.61 | – | – | 624,599 |
| Patrick T. Keenan Principal Accounting Officer | Feb 15, 2026 | Option exercise | +3,166.23 | – | – | 9,779 |
| Patrick T. Keenan Principal Accounting Officer | Feb 15, 2026 | Option exercise | +1,242.94 | – | – | 11,022 |
| Patrick T. Keenan Principal Accounting Officer | Feb 15, 2026 | Option exercise | +4,966.23 | – | – | 15,988 |
| Kevin P. Moran President and COO | Feb 15, 2026 | Option exercise | +13,785.31 | – | – | 121,494 |
| Kevin P. Moran President and COO | Feb 15, 2026 | Option exercise | +35,488.13 | – | – | 156,982 |
| Kevin P. Moran President and COO | Feb 15, 2026 | Option exercise | +47,397.7 | – | – | 107,709 |
| Se Allianz 10% owner | Jan 5, 2026 | Other | +865,344 | – | – | 21,707,214 |
| Robert Weeber Pres, Intl. Wealth Mmgt | Aug 20, 2025 | Gift | −17,730 | – | – | 0 |
| Robert Weeber Pres, Intl. Wealth Mmgt | Aug 20, 2025 | Gift | +17,730 | – | – | 1,127,443 |
| Robert Weeber Pres, Intl. Wealth Mmgt | Aug 13, 2025 | Gift | +616,024 | – | – | 1,109,713 |
| Robert Weeber Pres, Intl. Wealth Mmgt | Aug 13, 2025 | Gift | −616,024 | – | – | 17,730 |
| Robert Weeber Pres, Intl. Wealth Mmgt | Aug 8, 2025 | Conversion | +616,024 | – | – | 633,754 |
| Se Allianz 10% owner | Jun 30, 2025 | Other | +1,523,289 | – | – | 20,841,870 |
| Warson Tracey Brophy Director | Jun 13, 2025 | Option exercise | +22,312.37 | – | – | 53,787 |
| Mark F. Furlong Director | Jun 13, 2025 | Option exercise | +22,312.37 | – | – | 65,676 |
| Ali Bouzarif Director | Jun 13, 2025 | Option exercise | +22,312.37 | – | – | 53,787 |
| Norma Corio Director | Jun 13, 2025 | Option exercise | +22,312.37 | – | – | 40,676 |
| Timothy F. Keaney Director | Jun 13, 2025 | Option exercise | +34,482.76 | – | – | 160,184 |
| Norma Corio Director | Jun 13, 2025 | Option exercise | +22,312.37 | – | – | 22,312 |
| Mark F. Furlong Director | Jun 13, 2025 | Option exercise | +22,312.37 | – | – | 22,312 |
| Timothy F. Keaney Director | Jun 13, 2025 | Option exercise | +34,482.76 | – | – | 34,483 |
| Andreas Wimmer Director | Jun 13, 2025 | Option exercise | +22,774.33 | – | – | 22,774 |
| Ali Bouzarif Director | Jun 13, 2025 | Option exercise | +22,312.37 | – | – | 22,312 |
| Nazim Cetin Director | Jun 13, 2025 | Option exercise | +22,774.33 | – | – | 22,774 |
| Warson Tracey Brophy Director | Jun 13, 2025 | Option exercise | +22,312.37 | – | – | 22,312 |
| Patrick T. Keenan Principal Accounting Officer | Jun 3, 2025 | Sale | −4,562.33 | $3.47 | $15.83K | 6,613 |
| Kevin P. Moran President and COO | Jun 3, 2025 | Sale | −28,509.08 | $3.47 | $98.93K | 60,311 |
| Colleen A. Graham Chief Legal, Compl & Risk Ofcr | Jun 3, 2025 | Sale | −22,934.03 | $3.47 | $79.58K | 41,960 |
| Brooke Connell Pres, US Wealth Mgmt | Jun 3, 2025 | Sale | −21,462.33 | $3.47 | $74.47K | 216,389 |
| Michael Tiedemann Chief Executive Officer, Director | Jun 3, 2025 | Sale | −42,198.93 | $3.47 | $146.43K | 541,143 |
| Stephen D. Yarad Chief Financial Officer | Feb 15, 2025 | Option exercise | +7,909.61 | – | – | 66,525 |
| Stephen D. Yarad Chief Financial Officer | Feb 15, 2025 | Option exercise | +39,662.37 | – | – | 58,616 |
| Michael Tiedemann Chief Executive Officer, Director | Feb 15, 2025 | Option exercise | +25,546.28 | – | – | 525,433 |
| Michael Tiedemann Chief Executive Officer, Director | Feb 15, 2025 | Option exercise | +57,909.61 | – | – | 583,342 |
| Kevin P. Moran See Remarks | Feb 15, 2025 | Option exercise | +47,397.7 | – | – | 75,035 |
| Kevin P. Moran See Remarks | Feb 15, 2025 | Option exercise | +13,785.31 | – | – | 88,820 |
| Robert Weeber Pres, Intl. Wealth Mmgt | Feb 15, 2025 | Option exercise | +8,954.8 | – | – | 493,689 |
| Robert Weeber Pres, Intl. Wealth Mmgt | Feb 15, 2025 | Option exercise | +35,796.45 | – | – | 484,714 |
| Brooke Connell Pres, US Wealth Mmgt | Feb 15, 2025 | Option exercise | +38,379.02 | – | – | 229,151 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Spiros Maliagros Officer | Dec 26, 2024 | 5,769 | $24.41K | Dec 24, 2024 | Pre-IPO Shares |
| Spiros Maliagros Officer | Dec 17, 2024 | 5,769 | $25.81K | Dec 17, 2024 | Pre-IPO Shares |
| Spiros Maliagros Officer | Dec 10, 2024 | 5,769 | $26.63K | Dec 10, 2024 | Pre-IPO Shares |
| Spiros Maliagros Officer | Dec 3, 2024 | 5,769 | $26.26K | Dec 3, 2024 | Pre-IPO Shares |
| Spiros Maliagros Officer | Nov 26, 2024 | 5,769 | $25.37K | Nov 26, 2024 | Pre-IPO Shares |
| Spiros Maliagros Officer | Nov 20, 2024 | 233 | $936 | Nov 20, 2024 | Pre-IPO Shares |
| Spiros Maliagros Officer | Nov 19, 2024 | 5,536 | $22.51K | Nov 19, 2024 | Pre-IPO Shares |
| Spiros Maliagros Officer | Nov 12, 2024 | 5,769 | $27.40K | Nov 12, 2024 | Pre-IPO Shares |
| Spiros Maliagros Officer | Nov 6, 2024 | 200 | $1.00K | Nov 6, 2024 | Pre-IPO Shares |
| Spiros Maliagros Officer | Nov 5, 2024 | 5,769 | $25.92K | Nov 5, 2024 | Pre-IPO Shares |
| Spiros Maliagros Officer | Oct 29, 2024 | 5,769 | $23.24K | Oct 29, 2024 | Pre-IPO Shares |
| Spiros Maliagros Officer | Oct 22, 2024 | 21,991 | $88.70K | Oct 22, 2024 | Pre-IPO Shares |
| Spiros Maliagros Officer | Oct 18, 2024 | 6,475 | $25.93K | Oct 18, 2024 | Pre-IPO Shares |
| Spiros Maliagros Officer | Oct 17, 2024 | 379 | $1.52K | Oct 17, 2024 | Pre-IPO Shares |
| Spiros Maliagros Officer | Sep 17, 2024 | 5,769 | $25.77K | Sep 17, 2024 | Pre-IPO |