AlTi
Advises wealthy families, foundations, and institutions across wealth management, OCIO, and alternatives.
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Breakdown13F · Form 4
Institutions 33.04%33.84M sharesInsiders 2.97%3.04M sharesOther 63.99%65.53M shares
Shares outstanding 102.41M · Float 72.32M · 70.6% free float
Institutions13F, as of Mar 31, 2026
84 holders · 33.84M shares · 13 new positions · 42 increased · 23 reduced · 5 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Allianz SE | 21.71M | 21.20% | +865.3K | May 11, 2026 |
| BlackRock, Inc. | 2.65M | 2.58% | −38.9K | May 13, 2026 |
| Vanguard Capital Management LLC | 1.64M | 1.60% | +1.64Mnew | May 15, 2026 |
| Geode Capital Management, LLC | 1.15M | 1.12% | +16.6K | May 15, 2026 |
| State Street Corp | 835.7K | 0.82% | +59.5K | May 15, 2026 |
| Cartesian Growth Corp | 773.2K | 0.75% | −7 | May 7, 2026 |
| Yorkville Advisors Global, LP | 773.0K | 0.75% | +123.8K | May 13, 2026 |
| Bokf, Na | 357.5K | 0.35% | −29.8K | May 8, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Allianz SE | 24.86% | 26.71M | 13D | Apr 2, 2026 ↗ |
| Tiedemann Michaelincl. Chauncey Close, LLC, Michael Glenn Tiedemann 2012 Delaware Trust +1 more | 9.80% | 11.09M | 13D | Mar 31, 2026 ↗ |
| Pangaea Three-B, LPincl. CGC Sponsor LLC, Peter Yu | 6.30% | 5.80M | 13G | Nov 4, 2024 ↗ |
| Islet Management, LP | 5.27% | 5.42M | 13G | Dec 29, 2025 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Allianz SE | 10 percent owner | 22.98M | 22.44% | Jul 2, 2026 |
| Robert Weeber | officer: Pres, Intl. Wealth Mmgt | 1.17M | 1.15% | Feb 18, 2026 |
| Michael Tiedemann | director, officer: Chief Executive Officer | 566.7K | 0.55% | Feb 18, 2026 |
| Brooke Connell | officer: Pres, US Wealth Mgmt | 254.8K | 0.25% | Feb 18, 2026 |
| Timothy F. Keaney | director | 207.7K | 0.20% | Jun 18, 2026 |
| Nancy Ann Curtin | director, officer: Interim CEO | 149.9K | 0.15% | Apr 9, 2026 |
| Kevin P. Moran | officer: President and COO | 107.7K | 0.11% | Feb 18, 2026 |
| Mark F. Furlong | director | 96.4K | 0.09% | Jun 18, 2026 |
| Colleen A. Graham | officer: Chief Legal, Compl & Risk Ofcr | 96.3K | 0.09% | Feb 18, 2026 |
| Ali Bouzarif | director | 84.5K | 0.08% | Jun 18, 2026 |
3 ten-percent owners hold 51.52M shares by Form 4 — the 13D/G table above shows those stakes, the figure above counts officers and directors only · 23 people have not refiled in the last 18 months (9.53M shares), so they are not in the figure above
Latest trades
No open-market trades in the last 12 months.
CongressHouse and Senate disclosures
Not reported.