AlTi Global, Inc. (ALTI)

Accumulating

Institutional accumulation: ownership increased +1.37% quarter-over-quarter.

Data as of Q1 2026

Institutional Ownership

33.51%

QoQ Change

+1.37%

Total Value

$121.1B

Shares Outstanding

99.9M

Crowding AnalysisCrowded

Holders82of 5,944

Avg: 68

Uncrowded85th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.33x

64th percentile

40 buying30 selling

+13

New

-6

Closed

+1.4M

Net shares

Holding Period Distribution

estimate

Median: 4 QAvg: 4.3 QHolders: 82

Ownership Concentration

Top 5: 83.6%Top 10: 91.3%

ALLIANZ SE64.9%

BlackRock,7.9%

VANGUARD CAPITAL MANAGEMENT4.9%

GEODE CAPITAL MANAGEMENT,3.4%

STATE STREET2.5%

Others (77)16.4%

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Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.28%Max: 1.81%High conviction (>1%): 1

ALLIANZ SE

BlackRock,

VANGUARD CAPITAL MANAGEMENT

GEODE CAPITAL MANAGEMENT,

STATE STREET

AlTi Global,

Yorkville Advisors Global,

BOKF, NA

CHARLES SCHWAB INVESTMENT MANAGEMENT

NORTHERN TRUST

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWVANGUARD CAPITAL MANAGEMENT$6M1.6M shr

BOUGHTALLIANZ SE$3M865K shr

BOUGHTYorkville Advisors Global$448K124K shr

BOUGHTSTATE STREET$215K59K shr

SOLDBlackRock$141K39K shr

NEWNORTHERN TRUST$1M320K shr

SOLDBOKF, NA$968K209K shr

BOUGHTYorkville Advisors Global$936K202K shr

BOUGHTVANGUARD GROUP$690K149K shr

BOUGHTSTATE STREET$279K60K shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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