AlTi Global, Inc. has 5 Schedule 13D or 13G filings on record since 2025-12-29. 3 holders' latest filing reports 5% or more of class a common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Allianz Se | 24.86% | 26,707,214 | SCHEDULE 13D/A, 2026-04-02 | 2026-04-02 |
| Tiedemann Michael | 9.8% | 11,094,465 | SCHEDULE 13D/A, 2026-03-31 | 2026-03-30 |
| Islet Management, LP | 5.27% | 5,422,100 | SCHEDULE 13G, 2025-12-29 | 2025-11-17 |
| Peter Yu | 4.94% | 5,309,648 | SCHEDULE 13G/A, 2026-04-24 | 2026-04-22 |
Purpose of Transaction (Item 4)
Allianz Se
The Reporting Person acquired the securities reported herein for investment purposes, subject to the following: The information set forth in Items 3 and 6 of this Schedule 13D is incorporated by reference in its entirety into this Item 4. The Reporting Person from time to time may enter into discussions with directors and officers of the Issuer, other stockholders, or third parties, including representatives of any of the foregoing, in connection with the Reporting Person's holdings in the Issuer. Such discussions may include one or more of management, the Board, other stockholders of the Issuer, and other persons to discuss the Issuer's business, operations, appointments to the Board, governance, performance, management, strategies, the Board's approach to strategic acquisitions and investments, the acquisition, divestment, or disposition of material assets, the financing of any of the forgoing, and other matters related to the Issuer. These discussions may include reviewing options or making proposals for enhancing or maximizing stockholder value through various strategic alternatives, including (i) changes to the capitalization, ownership structure, operations, or certificate of incorporation or bylaws of the Issuer; or (ii) strategic transactions or similar opportunities, and the matters described below. The Reporting Person continuously reviews and evaluates its investment in the Issuer and may, subject to the terms of the Investor Rights …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-04-02; the filing has the rest
Tiedemann Michael
On March 30, 2026, the Board of Directors of the Company and Mr. Tiedemann agreed that Mr. Tiedemann would step down as Chief Executive Officer of the Issuer, effective March 30, 2026. In connection with his departure as Chief Executive Officer, effective March 30, 2026, Mr. Tiedemann resigned from the Board of Directors of the Issuer. Mr. Tiedemann and the other Reporting Persons have discussed and explored, and expect to continue to discuss and explore, various potential alternatives with respect to their investments in the Issuer. In connection with these discussions and in light of the Issuer's announcement, dated December 9, 2025, that it is considering its strategic alternatives, the Reporting Persons have advised the Issuer that the Reporting Persons intend to explore on a confidential basis, and may submit to the Issuer for its consideration, one or more proposals for extraordinary corporate transactions involving the Issuer, which could result in the acquisition of all or substantially all of the Class A Common Stock of the Issuer by the Reporting Persons, their affiliates and certain third-party investors, and which could lead to a de-listing and de-registration of the Class A Common Stock. The Reporting Persons may, at the same time or subsequently, explore a range of potential strategic alternatives involving the Issuer and its securities, including extraordinary corporate transactions such as sales or acquisitions of shares, assets or businesses by the …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-03-31; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-12-29 | Islet Management, LP | 5.27% | SCHEDULE 13G |
| 2026-03-20 | Allianz Se | 26.06% | SCHEDULE 13D/A |
| 2026-03-31 | Tiedemann Michael | 9.8% | SCHEDULE 13D/A |
| 2026-04-02 | Allianz Se | 24.86% | SCHEDULE 13D/A |
| 2026-04-24 | Peter Yu | 4.94% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.