ALTI - AlTi Global, Inc. Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqCM)

AlTi Global, Inc.
US ˙ NasdaqCM ˙ US02157E1064

Grundlæggende statistik
Institutionelle ejere 94 total, 94 long only, 0 short only, 0 long/short - change of -25,32% MRQ
Gennemsnitlig porteføljeallokering 0.0316 % - change of 58,83% MRQ
Deler fremragende shares (source: Capital IQ)
Institutionelle aktier (lange) 32.126.638 - 31,35% (ex 13D/G) - change of -0,75MM shares -2,20% MRQ
Institutionel værdi (lang) $ 148.841 USD ($1000)
Institutionelt ejerskab og aktionærer

AlTi Global, Inc. (US:ALTI) har 94 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 32,126,638 aktier. Største aktionærer omfatter Allianz Se, BlackRock, Inc., Vanguard Group Inc, Geode Capital Management, Llc, State Street Corp, AlTi Global, Inc., Yorkville Advisors Global, LP, FSSNX - Fidelity Small Cap Index Fund, Bokf, Na, and Charles Schwab Investment Management Inc .

AlTi Global, Inc. (NasdaqCM:ALTI) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of February 27, 2026 is 4,43 / share. Previously, on March 3, 2025, the share price was 3,37 / share. This represents an increase of 31,45% over that period.

ALTI / AlTi Global, Inc. Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

ALTI / AlTi Global, Inc. Historical Put/Call Ratio
13D/G-arkivering

Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.

Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.

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Fil dato Form Investor Forrige
Aktier
Seneste
Aktier
Δ Aktier
(Procent)
Ejendomsret
(Procent)
Δ Ejerskab
(Procent)
2025-12-29 13G Islet Management, LP 5,422,100 5.27
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-11 13F Jpmorgan Chase & Co 29.865 -40,55 139 -22,47
2026-02-17 13F Russell Investments Group, Ltd. 3.791 3,02 18 30,77
2026-02-10 13F Yorkville Advisors Global, LP 649.199 45,07 3.012 89,08
2026-02-12 13F BlackRock, Inc. 2.685.781 0,82 12.462 31,41
2026-02-19 13F Invesco Ltd. 39.838 -0,68 185 29,58
2026-02-13 13F Allianz Se 20.841.870 0,00 96.706 30,34
2026-02-17 13F Tower Research Capital LLC (TRC) 2.236 -31,45 10 -9,09
2026-02-03 13F Bokf, Na 387.331 -35,00 1.797 -15,28
2026-02-13 13F Citigroup Inc 1.018 77,35 5 100,00
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-02-06 13F EverSource Wealth Advisors, LLC 129 3,20 1
2026-02-12 13F New York State Common Retirement Fund 1.101 0,00 5 66,67
2026-02-17 13F Alliancebernstein L.p. 32.360 0,00 150 30,43
2026-02-13 13F Sterling Capital Management LLC 2.494 -15,08 12 10,00
2026-02-13 13F Barclays Plc 67.567 11,58 314 45,58
2026-02-13 13F Morgan Stanley 84.995 24,73 394 62,81
2026-02-10 13F Bnp Paribas Arbitrage, Sa 9.995 14,50 46 48,39
2026-02-17 13F Optiver Holding B.V. 416 0,00 2 0,00
2026-02-11 13F Group One Trading, L.p. 65 0
2026-02-12 13F Nuveen, LLC 52.080 0,00 242 30,27
2025-09-29 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 140 17,65 1
2026-01-29 13F Vanguard Group Inc 2.183.634 7,30 10.132 39,87
2026-02-10 13F Bank of New York Mellon Corp 99.177 -7,58 460 20,42
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.745 15
2026-01-29 13F UBS Group AG 189.778 -61,90 881 -50,37
2026-02-05 13F Amalgamated Bank 1.359 14,20 0
2026-02-13 13F Manufacturers Life Insurance Company, The 0 -100,00 0
2026-02-12 13F MetLife Investment Management, LLC 16.468 -36,51 76 -17,39
2026-02-17 13F Summit Trail Advisors, Llc 101.039 0,00 469 30,36
2026-02-17 13F Raymond James Financial Inc 183.152 850
2026-02-03 13F SBI Securities Co., Ltd. 7 -12,50 0
2026-02-06 13F Granite FO LLC 19.430 0,00 90 30,43
2026-02-20 13F Sunbelt Securities, Inc. 11 10,00 0
2026-02-17 13F Aqr Capital Management Llc 37.424 8,16 174 40,65
2026-02-17 13F Price T Rowe Associates Inc /md/ 27.873 28,59 0
2025-09-26 NP SLPIX - Small-cap Profund Investor Class 38 11,76 0
2026-02-10 13F Goldman Sachs Group Inc 63.707 8,85 296 41,83
2026-02-13 13F Oasis Management Co Ltd. 25.000 0,00 116 30,34
2026-02-17 13F XTX Topco Ltd 13.549 63
2025-10-09 13F Voya Investment Management Llc 0 -100,00 0
2026-02-17 13F California State Teachers Retirement System 2.665 9,00 12 50,00
2026-02-13 13F SRS Capital Advisors, Inc. 10 -98,76 0 -100,00
2026-02-17 13F Citadel Advisors Llc 44.577 25,95 207 63,49
2026-02-13 13F Charles Schwab Investment Management Inc 356.263 -1,60 1.653 28,34
2026-02-17 13F Citadel Advisors Llc Call 10.200 47
2025-09-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40.478 0,00 166 19,57
2025-09-25 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15.941 471,57 65 622,22
2026-02-06 13F Prescott Group Capital Management, L.l.c. 0 -100,00 0
2025-09-25 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.250 17
2026-02-17 13F Bank Of America Corp /de/ 44.664 41,55 207 84,82
2026-02-09 13F Putnam Fl Investment Management Co 25.000 0,00 116 30,34
2026-02-17 13F Toronto Dominion Bank 25.000 0,00 116 30,34
2026-01-26 13F Dupont Capital Management Corp 4 0,00 0
2026-02-11 13F Deutsche Bank Ag\ 30.029 139
2026-02-09 13F Legal & General Group Plc 3.876 0,00 18 30,77
2025-09-24 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.870 0,00 32 23,08
2025-09-24 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.212 0,00 25 19,05
2026-02-09 13F Hartland & Co., LLC 0 -100,00 0
2026-02-11 13F Simplex Trading, Llc 34.860 1.511,65 162
2026-01-16 13F FNY Investment Advisers, LLC 0 -100,00 0
2026-02-13 13F Rhumbline Advisers 32.005 -6,53 148 22,31
2026-02-17 13F Millennium Management Llc 11.677 -54,27 54 -40,00
2026-01-08 13F True Wealth Design, LLC 33 -28,26 0
2026-01-20 13F Stratos Wealth Partners, LTD. 10.000 -66,67 46 -56,60
2026-02-10 13F George Kaiser Family Foundation 0 -100,00 0
2026-02-13 13F Kilter Group LLC 200 0,00 1
2026-02-12 13F Dimensional Fund Advisors Lp 66.803 28,07 310 67,03
2026-02-17 13F Permanens Capital L.P. 77.817 0,00 361 30,32
2025-09-25 NP DFAS - Dimensional U.S. Small Cap ETF 3.432 0,00 14 0,00
2026-02-10 13F Rothschild Investment Llc 6 0
2026-02-09 13F Geode Capital Management, Llc 1.130.704 -2,74 5.248 26,76
2026-02-12 13F Steward Partners Investment Advisory, Llc 1.500 0,00 7 20,00
2026-02-13 13F AlTi Global, Inc. 773.174 0,00 3.586 30,31
2026-02-13 13F State Street Corp 776.258 8,40 3.602 41,27
2026-02-17 13F Susquehanna International Group, Llp Call 38.500 179
2025-09-29 NP RSSL - Global X Russell 2000 ETF 21.558 5,89 88 27,54
2026-02-13 13F Wells Fargo & Company/mn 48.519 48,68 225 93,97
2026-02-17 13F Royal Bank Of Canada 5.499 -86,71 26 -82,43
2025-09-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 425.853 23,50 1.742 47,29
2026-02-17 13F GAM Holding AG 25.780 120
2026-02-05 13F Allworth Financial LP 0 -100,00 0
2026-02-10 13F Intech Investment Management Llc 16.280 -11,97 76 15,38
2026-02-11 13F Ameritas Investment Partners, Inc. 4.345 20
2026-02-13 13F Police & Firemen's Retirement System of New Jersey 15.155 0,00 70 32,08
2026-02-03 13F NewEdge Wealth, LLC 119.890 0,00 556 16,08
2026-02-06 13F IFP Advisors, Inc 34 6,25 0
2025-09-25 NP DXUV - Dimensional US Vector Equity ETF 12 0,00 0
2026-01-26 13F Cwm, Llc 1.951 9,24 0
2025-09-24 NP PJARX - SmallCap Value Fund II R-3 2.513 6,62 10 25,00
2026-02-17 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 20.123 0,57 93 30,99
2026-02-17 13F Fmr Llc 4.356 1,42 20 33,33
2025-09-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 45.450 0,00 186 19,35
2026-02-12 13F Jane Street Group, Llc 54.444 -25,46 253 -3,08
2026-02-17 13F Brevan Howard Capital Management LP 27.600 -29,82 127 -8,70
2026-02-17 13F Northern Trust Corp 319.551 -4,42 1.483 24,54
2025-09-17 NP GMRAX - Nationwide Small Cap Index Fund Class A 3.349 0,00 14 18,18
2026-02-06 13F Larson Financial Group LLC 11 -98,91 0 -100,00
2025-09-25 NP DCOR - Dimensional US Core Equity 1 ETF 6.396 26
2025-10-23 13F Nisa Investment Advisors, Llc 0 -100,00 0
2026-02-17 13F Susquehanna International Group, Llp 74.503 346
2025-09-29 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4.369 9,28 18 30,77
2025-09-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 106.775 26,83 437 51,39
2025-09-26 NP UAPIX - Ultrasmall-cap Profund Investor Class 471 31,56 2 0,00
2026-02-06 13F Pnc Financial Services Group, Inc. 5 0
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