AlTi Global, Inc.

NasdaqCM:ALTI Stock Report

Market Cap: US$560.2m

AlTi Global Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:ALTI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
03 Jun 25SellUS$15,831Patrick KeenanIndividual4,562.33US$3.47
03 Jun 25SellUS$146,430Michael TiedemannIndividual42,198.93US$3.47
03 Jun 25SellUS$79,581Colleen GrahamIndividual22,934.03US$3.47
03 Jun 25SellUS$74,474Brooke ConnellIndividual21,462.33US$3.47
03 Jun 25SellUS$98,927Kevin MoranIndividual28,509.08US$3.47
18 Oct 24SellUS$31,964Spiros MaliagrosIndividual7,991US$4.00
17 Sep 24SellUS$25,787Spiros MaliagrosIndividual5,769US$4.47

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of ALTI?
Owner TypeNumber of SharesOwnership Percentage
Private Companies42,9180.0423%
Institutions32,915,53832.4%
General Public32,948,17332.4%
Individual Insiders35,636,52035.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 66.12% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
19%
Allianz Asset Management GmbH
19,318,581US$106.6m0%0.07%
17.8%
Sheikh Al-Thani
18,117,850US$100.0m0%no data
10.3%
Sai Yeung
10,426,163US$57.5m0%no data
3.48%
Peter Yu
3,533,605US$19.5m-0.88%no data
2.86%
BlackRock, Inc.
2,908,333US$16.0m10.9%no data
2.31%
The Vanguard Group, Inc.
2,348,007US$13.0m2.74%no data
2.23%
Cartesian Capital Group, LLC
2,265,629US$12.5m0%17.98%
1.28%
Geode Capital Management, LLC
1,298,545US$7.2m15.2%no data
0.79%
Ali Bouzarif
802,085US$4.4m2.86%no data
0.76%
Tiedemann Advisors, LLC
773,167US$4.3m0%0.07%
0.67%
State Street Global Advisors, Inc.
680,052US$3.8m1.65%no data
0.63%
Michael Tiedemann
635,423US$3.5m-6.23%no data
0.59%
Bank Of Oklahoma, N.A., Asset Management Arm
595,894US$3.3m0%0.06%
0.51%
UBS Asset Management AG
515,865US$2.8m69.4%no data
0.51%
Charles Schwab Investment Management, Inc.
513,025US$2.8m11.6%no data
0.5%
Robert Weeber
511,419US$2.8m0%no data
0.39%
Spiros Maliagros
397,176US$2.2m0%no data
0.37%
Northern Trust Global Investments
371,174US$2.0m8.06%no data
0.35%
Drew Figdor
359,508US$2.0m-63.7%no data
0.21%
Brooke Connell
216,389US$1.2m-9.02%no data
0.16%
Timothy Keaney
160,184US$883.7k27.4%no data
0.12%
NewEdge Wealth, LLC
119,890US$661.4k4.09%0.01%
0.1%
Summit Trail Advisors, LLC
101,039US$557.4k0%0.01%
0.089%
BNY Asset Management
90,795US$500.9k14.5%no data
0.077%
Permanens Capital L.P.
77,817US$429.3k0%0.04%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/09/14 09:03
End of Day Share Price 2025/09/12 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

AlTi Global, Inc. is covered by 1 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Wilma Jackson BurdisRaymond James & Associates