ALTG · Alta Equipment Group Inc. · Holdings

$5.88 +0.15 (+2.62%) At close · Sep 11

Russell 2000 member Rebalance outlook locked

Market Cap

$192.08M

32.67M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 132

Total Value: $130,271,943

Total Shares: 20,134,781

Showing 1–100 of 135 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 132 13F filers · Δ vs Mar 31, 2026

Top Holder

21.7%

−1.2 pts

Top 5

49.1%

−5.5 pts

Top 10

65.4%

−6.1 pts

HHI

758

Broadly held−138

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +6

Institutional value: +26.9%

Shares held: +5.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid CastleKnight Management LP	+632,837	1,617,525
Large ROYCE & ASSOCIATES LP	+449,513	1,010,296
Mega AQR CAPITAL MANAGEMENT LLC	+365,845	513,876
Large ACADIAN ASSET MANAGEMENT LLC	+190,281	300,263
Mega JANE STREET GROUP, LLC	+189,465	219,965

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid Voss Capital, LP	−1,247,585	1,176,515
Large First Eagle Investment Management, LLC	−210,437	520,000
Mid Nantahala Capital Management, LLC	−210,000	724,774
Mega Nuveen, LLC	−100,000	39,062
Large NewEdge Advisors, LLC	−66,961	50,457

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid ARISTEIA CAPITAL, L.L.C.	89,286	$577,680
Large Walleye Capital LLC	87,812	$568,143
Mid Jump Financial, LLC	68,400	$442,548
Small Dynamic Technology Lab Private Ltd	47,348	$306,341
Large MML INVESTORS SERVICES, LLC	33,185	$214,706

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small ABS Direct Equity Fund LLC	97,425	$523,172
Small Rock Creek Group LLC	86,687	$465,509
Mega AMERICAN CENTURY COMPANIES INC	48,051	$258,033
Small Odyssean, LLC	27,012	$145,054
Micro PharVision Advisers, LLC	26,305	$141,257

Filter: New 22 Increased 63 Reduced 29 Sold out 16 Unchanged 18

Showing 100 of 135

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Mill Road Capital Management LLC

$28,294,655

21.72%

4,373,208

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mill Road Capital III GP LLLC	4,373,208	$28,294,655	100.0%	Other

BlackRock, Inc.

$10,752,923

8.25%

1,661,967

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	38,897	$251,663	2.3%	Sole
BlackRock Asset Management Canada Ltd	117	$756	0.0%	Sole
BlackRock Investment Management, LLC	56,607	$366,247	3.4%	Sole
BLACKROCK ADVISORS LLC	42,566	$275,402	2.6%	Sole
BlackRock Fund Advisors	844,306	$5,462,659	50.8%	Sole
BlackRock Institutional Trust Company, N.A.	679,312	$4,395,148	40.9%	Sole
Aperio Group, LLC	162	$1,048	0.0%	Sole

CastleKnight Management LP

$10,465,386

8.03%

1,617,525

Voss Capital, LP

$7,612,052

5.84%

1,176,515

VANGUARD CAPITAL MANAGEMENT LLC

$6,816,364

5.23%

1,053,534

ROYCE & ASSOCIATES LP

$6,536,615

5.02%

1,010,296

Nantahala Capital Management, LLC

$4,689,287

3.60%

724,774

First Eagle Investment Management, LLC

$3,364,400

2.58%

520,000

STATE STREET CORP

$3,342,492

2.57%

516,614

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	516,614	$3,342,492	100.0%	Defined

AQR CAPITAL MANAGEMENT LLC

$3,324,775

2.55%

513,876

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Petros Family Wealth, LLC	78	$504	0.0%	Other
RF&L WEALTH MANAGEMENT, LLC	3	$19	0.0%	Other
Compound Planning, Inc.	14	$90	0.0%	Other
Arax Advisory Partners	2,565	$16,595	0.5%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	849	$5,493	0.2%	Other
Stokes Family Office, LLC	652	$4,218	0.1%	Other
Held directly	509,715	$3,297,856	99.2%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$3,303,361

2.54%

510,566

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	73,422	$475,040	14.4%	Defined
Held directly	437,144	$2,828,321	85.6%	Defined

DIMENSIONAL FUND ADVISORS LP

$2,993,259

2.30%

462,637

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	2,617	$16,931	0.6%	Defined
DFA Australia Ltd.	8,599	$55,635	1.9%	Defined
Dimensional Ireland Ltd	25,196	$163,018	5.4%	Defined
Held directly	426,225	$2,757,675	92.1%	Sole

CITADEL ADVISORS LLC

$1,990,954

1.53%

307,721

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	100,163	$648,054	32.5%	Defined
Held directly	207,558	$1,342,900	67.5%	Defined

ACADIAN ASSET MANAGEMENT LLC

$1,942,701

1.49%

300,263

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	300,263	$1,942,701	100.0%	Defined

TUDOR INVESTMENT CORP ET AL

$1,781,753

1.37%

275,387

CIBC Bancorp USA Inc.

$1,659,308

1.27%

256,462

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CIBC National Trust Co	255,359	$1,652,172	99.6%	Defined
CIBC WORLD MARKETS CORP	1,103	$7,136	0.4%	Defined

Point72 Asset Management, L.P.

$1,576,687

1.21%

243,692

GOLDMAN SACHS GROUP INC

$1,480,633

1.14%

228,846

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	129,950	$840,776	56.8%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	98,896	$639,857	43.2%	Defined

JACOBS LEVY EQUITY MANAGEMENT, INC

$1,402,301

1.08%

216,739

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,210,297

0.93%

187,063

WOLVERINE ASSET MANAGEMENT LLC

$1,150,624

0.88%

177,840

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	177,840	$1,150,624	100.0%	Defined

MILLENNIUM MANAGEMENT LLC

$1,116,624

0.86%

172,585

NORTHERN TRUST CORP

$1,010,159

0.78%

156,130

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	152,839	$988,867	97.9%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	3,291	$21,292	2.1%	Other

BNP PARIBAS ARBITRAGE, SA

$982,786

0.75%

151,899

RBF Capital, LLC

$962,477

0.74%

148,760

$948,728

0.73%

146,635

VANGUARD FIDUCIARY TRUST CO

$923,366

0.71%

142,715

Quantinno Capital Management LP

$904,933

0.69%

139,866

GSA CAPITAL PARTNERS LLP

$860,011

0.66%

132,923

Connor, Clark & Lunn Investment Management Ltd.

$700,616

0.54%

108,287

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	108,287	$700,616	100.0%	Sole

BANK OF AMERICA CORP /DE/

$655,896

0.50%

101,375

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	101,375	$655,896	100.0%	Defined

Squarepoint Ops LLC

$651,250

0.50%

100,657

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	100,657	$651,250	100.0%	Defined

JANE STREET GROUP, LLC

$608,827

0.47%

94,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	94,100	$608,827	100.0%	Defined

Meixler Investment Management, Ltd.

$600,040

0.46%

92,742

ARISTEIA CAPITAL, L.L.C.

$577,680

0.44%

89,286

STRS OHIO

$568,713

0.44%

87,900

Walleye Capital LLC

$568,143

0.44%

87,812

JANE STREET GROUP, LLC

$494,728

0.38%

76,465

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	32,843	$212,494	43.0%	Defined
Jane Street Global Trading, LLC	43,622	$282,234	57.0%	Defined

Jump Financial, LLC

$442,548

0.34%

68,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Leap GP LLC joint	68,400	$442,548	100.0%	Defined

Russell Investments Group, Ltd.

$418,563

0.32%

64,693

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	64,693	$418,563	100.0%	Defined

Bank of New York Mellon Corp

$380,575

0.29%

58,822

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	15,917	$102,982	27.1%	Defined
The Bank of New York Mellon	31,008	$200,621	52.7%	Defined
BNY Mellon, NA joint	11,895	$76,960	20.2%	Defined
Held directly	2	$12	0.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$378,689

0.29%

58,530

VOYA INVESTMENT MANAGEMENT LLC

$371,022

0.28%

57,345

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Voya Investment Management Co. LLC joint	57,345	$371,022	100.0%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$366,292

0.28%

56,614

OCCUDO QUANTITATIVE STRATEGIES LP

$363,989

0.28%

56,258

NewEdge Advisors, LLC

$326,456

0.25%

50,457

JANE STREET GROUP, LLC

$319,618

0.25%

49,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	49,400	$319,618	100.0%	Defined

Dynamic Technology Lab Private Ltd

$306,341

0.24%

47,348

ALLIANCEBERNSTEIN L.P.

$281,250

0.22%

43,470

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	43,470	$281,250	100.0%	Defined

XTX Topco Ltd

$280,409

0.22%

43,340

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	43,340	$280,409	100.0%	Defined

UBS Group AG

$266,142

0.20%

41,135

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	6,548	$42,365	15.9%	Defined
UBS AG	31,598	$204,439	76.8%	Defined
UBS Securities LLC	2,989	$19,338	7.3%	Defined

AMERIPRISE FINANCIAL INC

$256,871

0.20%

39,702

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	39,702	$256,871	100.0%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$254,918

0.20%

39,400

Nuveen, LLC

$252,730

0.19%

39,062

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	3,280	$21,221	8.4%	Defined
TEACHERS ADVISORS, LLC joint	35,782	$231,509	91.6%	Defined

SIMPLEX TRADING, LLC

$249,871

0.19%

38,620

MORGAN STANLEY

$248,485

0.19%

38,406

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	4,447	$28,772	11.6%	Defined
MORGAN STANLEY & CO. LLC	5,558	$35,960	14.5%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	8,760	$56,677	22.8%	Defined
MORGAN STANLEY SMITH BARNEY LLC	5,131	$33,197	13.4%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	14,510	$93,879	37.8%	Defined

Invesco Ltd.

$245,871

0.19%

38,002

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	2,456	$15,889	6.5%	Defined
Invesco Trust Co joint	8,049	$52,077	21.2%	Defined
Invesco Capital Management LLC	27,497	$177,905	72.4%	Defined

Trexquant Investment LP

$242,191

0.19%

37,433

MARSHALL WACE, LLP

$234,511

0.18%

36,246

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	36,246	$234,511	100.0%	Other

CITADEL ADVISORS LLC

$227,744

0.17%

35,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	35,200	$227,744	100.0%	Defined

Qube Research & Technologies Ltd

$225,641

0.17%

34,875

MML INVESTORS SERVICES, LLC

$214,706

0.16%

33,185

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$212,474

0.16%

32,840

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	32,840	$212,474	100.0%	Other

Schonfeld Strategic Advisors LLC

$203,151

0.16%

31,399

JPMORGAN CHASE & CO

$191,335

0.15%

29,573

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	8,369	$54,146	28.3%	Defined
J.P. Morgan Securities LLC	21,204	$137,189	71.7%	Defined

Quadrature Capital Ltd

$191,007

0.15%

29,522

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	29,522	$191,007	100.0%	Other

PDT Partners, LLC

$186,336

0.14%

28,800

Centiva Capital, LP

$169,410

0.13%

26,184

Melone Private Wealth, LLC

$162,765

0.12%

25,157

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

$149,987

0.12%

23,182

Brevan Howard Capital Management LP

$143,524

0.11%

22,183

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brevan Howard US Investment Management, LP	22,183	$143,524	100.0%	Defined

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$142,566

0.11%

22,035

Mariner, LLC

$129,199

0.10%

19,969

DEUTSCHE BANK AG\

$126,533

0.10%

19,557

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	67	$433	0.3%	Defined
DWS Investments UK Ltd	19,490	$126,100	99.7%	Defined

De Lisle Partners LLP

$124,741

0.10%

19,280

RITHOLTZ WEALTH MANAGEMENT

$117,132

0.09%

18,104

MERCER GLOBAL ADVISORS INC /ADV

$116,479

0.09%

18,003

Graham Capital Management, L.P.

$112,079

0.09%

17,323

Corient Private Wealth LLC

$111,387

0.09%

17,216

RHUMBLINE ADVISERS

$110,992

0.09%

17,155

WELLS FARGO & COMPANY/MN

$109,924

0.08%

16,990

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	16,989	$109,918	100.0%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1	$6	0.0%	Defined

Allspring Global Investments Holdings, LLC

$104,451

0.08%

16,144

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Funds Management, LLC reporting on behalf of Morgan Stanley Smith Barney, LLC	6,545	$42,346	40.5%	Defined
Allspring Global Investments, LLC reporting on behalf of UBS ASSET MANAGEMENT AMERICAS INC	9,599	$62,105	59.5%	Defined

D. E. Shaw & Co., Inc.

$103,474

0.08%

15,993

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. Shaw Investment Management, L.L.C. joint	15,993	$103,474	100.0%	Defined

TWO SIGMA INVESTMENTS, LP

$103,442

0.08%

15,988

Cerity Partners LLC

$93,375

0.07%

14,432

Inscription Capital, LLC

$90,075

0.07%

13,922

PRICE T ROWE ASSOCIATES INC /MD/

$86,458

0.07%

13,363

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	13,363	$86,458	100.0%	Defined

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$86,057

0.07%

13,301

RENAISSANCE TECHNOLOGIES LLC

$80,875

0.06%

12,500

CANADA PENSION PLAN INVESTMENT BOARD

$70,523

0.05%

10,900

GROUP ONE TRADING LLC

$67,870

0.05%

10,490

NEW YORK STATE COMMON RETIREMENT FUND

$67,818

0.05%

10,482

CITIGROUP INC

$59,794

0.05%

9,242

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	9,242	$59,794	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$59,504

0.05%

9,197

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	9,197	$59,504	100.0%	Defined

Vanguard Global Advisers, LLC

$50,685

0.04%

7,834

Center for Financial Planning, Inc.

$45,574

0.03%

7,044

Police & Firemen's Retirement System of New Jersey

$34,957

0.03%

5,403

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	5,403	$34,957	100.0%	Defined

ROYAL BANK OF CANADA

$31,500

0.02%

4,869

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	717	$4,638	14.7%	Defined
RBC Capital Markets, LLC	451	$2,917	9.3%	Defined
RBC Dominion Securities Inc.	3,700	$23,939	76.0%	Defined
Held directly	1	$6	0.0%	Sole

FMR LLC

$26,520

0.02%

4,099

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	4,099	$26,520	100.0%	Defined

OSAIC HOLDINGS, INC.

$23,783

0.02%

3,676

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	3,676	$23,783	100.0%	Defined

Key facts CIK 1759824 CUSIP 02128L106 13F (30d) 78 filings 78 filers Visit website Investor relations