NEW YORK, NY
ALTI GLOBAL, INC.ALTI— Latest position per institution from SEC 13F filings
15
Institutional holders
38.82M
Total shares held
145.46M
Estimated value
1.94M
Avg. position size
ALLIANZ SE
CIK 1127508
Shares
21.71M
Value
78.36M
Filed
Jun 30, 2026
BLACKROCK, INC.
CIK 2012383
Shares
3.18M
Value
11.48M
Filed
Jun 30, 2026
VANGUARD GROUP INC
CIK 102909
Shares
2.18M
Value
10.13M
Filed
Dec 31, 2025
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
2.08M
Value
10.82M
Filed
Jun 30, 2024
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
2.01M
Value
7.27M
Filed
Jun 30, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
1.29M
Value
4.66M
Filed
Jun 30, 2026
STATE STREET CORP
CIK 93751
Shares
847.25K
Value
3.06M
Filed
Jun 30, 2026
BLUECREST CAPITAL MANAGEMENT LTD
CIK 1610880
Shares
825K
Value
2.98M
Filed
Jun 30, 2026
ALTI GLOBAL, INC.
CIK 1838615
Shares
773.17K
Value
2.79M
Filed
Jun 30, 2026
YORKVILLE ADVISORS GLOBAL, LP
CIK 1838613
Shares
773K
Value
2.80M
Filed
Mar 31, 2026
NORTHERN TRUST CORP
CIK 73124
Shares
400.72K
Value
1.45M
Filed
Jun 30, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 884546
Shares
369.49K
Value
1.33M
Filed
Jun 30, 2026
BOKF, NA
CIK 9634
Shares
357.54K
Value
1.07M
Filed
Sep 30, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
338.45K
Value
1.22M
Filed
Jun 30, 2026
VANGUARD FIDUCIARY TRUST CO
CIK 933478
Shares
315.75K
Value
1.14M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
306.63K
Value
1.11M
Filed
Jun 30, 2026
GEORGE KAISER FAMILY FOUNDATION
CIK 1265376
Shares
291.76K
Value
1.04M
Filed
Sep 30, 2025
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.
CIK 1166152
Shares
291.76K
Value
1.04M
Filed
Sep 30, 2025
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
247.90K
Value
894.90K
Filed
Jun 30, 2026
ARP GLOBAL CAPITAL LTD
CIK 2074760
Shares
225.10K
Value
814.86K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ALLIANZ SE | 1127508 | 21.71M | 78.36M | Jun 30, 2026 |
| 2 | BLACKROCK, INC. | 2012383 | 3.18M | 11.48M | Jun 30, 2026 |
| 3 | VANGUARD GROUP INC | 102909 | 2.18M | 10.13M | Dec 31, 2025 |
| 4 | BLACKROCK FINANCE, INC. | 1364742 | 2.08M | 10.82M | Jun 30, 2024 |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 2.01M | 7.27M | Jun 30, 2026 |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 1.29M | 4.66M | Jun 30, 2026 |
| 7 | STATE STREET CORP | 93751 | 847.25K | 3.06M | Jun 30, 2026 |
| 8 | BLUECREST CAPITAL MANAGEMENT LTD | 1610880 | 825K | 2.98M | Jun 30, 2026 |
| 9 | ALTI GLOBAL, INC. | 1838615 | 773.17K | 2.79M | Jun 30, 2026 |
| 10 | YORKVILLE ADVISORS GLOBAL, LP | 1838613 | 773K | 2.80M | Mar 31, 2026 |
| 11 | NORTHERN TRUST CORP | 73124 | 400.72K | 1.45M | Jun 30, 2026 |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | 369.49K | 1.33M | Jun 30, 2026 |
| 13 | BOKF, NA | 9634 | 357.54K | 1.07M | Sep 30, 2026 |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 338.45K | 1.22M | Jun 30, 2026 |
| 15 | VANGUARD FIDUCIARY TRUST CO | 933478 | 315.75K | 1.14M | Jun 30, 2026 |
| 16 | UBS GROUP AG | 1610520 | 306.63K | 1.11M | Jun 30, 2026 |
| 17 | GEORGE KAISER FAMILY FOUNDATION | 1265376 | 291.76K | 1.04M | Sep 30, 2025 |
| 18 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1166152 | 291.76K | 1.04M | Sep 30, 2025 |
| 19 | RAYMOND JAMES FINANCIAL INC | 720005 | 247.90K | 894.90K | Jun 30, 2026 |
| 20 | ARP GLOBAL CAPITAL LTD | 2074760 | 225.10K | 814.86K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.