Who owns Alta Equipment Group Inc. (ALTG)
Which tracked institutional funds hold ALTG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ALTG company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
21 tracked funds added or opened ALTG while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ALTG’s largest tracked holder by dollar value, Mill Road Capital Management LLC, sizes it at 12.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 12.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ALTG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 125 tracked filers holding ALTG, 71 increased or opened the position and 54 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ALTG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- VANGUARD CAPITAL MANAGEMENT LLC$6M
- CIBC Bancorp USA Inc.$1M
- VANGUARD PORTFOLIO MANAGEMENT LLC$742K
- VANGUARD FIDUCIARY TRUST CO$718K
Full exits 4
- VANGUARD GROUP INC$6M
- JANE STREET GROUP, LLC$1M
- CITIZENS FINANCIAL GROUP INC/RI$1M
- CIBC Private Wealth Group LLC$563K
Largest adds
- Mill Road Capital Management LLC$4M
- CastleKnight Management LP$1M
- BlackRock, Inc.$1M
- CITADEL ADVISORS LLC$884K
- Nantahala Capital Management, LLC$720K
- Nuveen, LLC$568K
Largest trims
- MORGAN STANLEY$620K
- GSA CAPITAL PARTNERS LLP$574K
- PharVision Advisers, LLC$355K
- ABS Direct Equity Fund LLC$328K
- JPMORGAN CHASE & CO$268K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Mill Road Capital Management LLC added | 4,373,208 | $23M | 18.8% | 2026-Q1 |
| Voss Capital, LP trimmed | 2,424,100 | $13M | 10.4% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,619,765 | $9M | 7.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,036,470 | $6M | 4.4% | 2026-Q1 |
| CastleKnight Management LP added | 984,688 | $5M | 4.2% | 2026-Q1 |
| Nantahala Capital Management, LLC | 934,774 | $5M | 4.0% | 2026-Q1 |
| First Eagle Investment Management, LLC trimmed | 730,437 | $4M | 3.1% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 560,783 | $3M | 2.4% | 2026-Q1 |
| STATE STREET CORP trimmed | 515,764 | $3M | 2.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 492,897 | $3M | 2.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 474,912 | $3M | 2.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 273,675 | $1M | 1.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 256,347 | $1M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 188,196 | $1M | 0.8% | 2026-Q1 |
| RBF Capital, LLC | 179,956 | $966K | 0.8% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 178,495 | $959K | 0.8% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 157,918 | $848K | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 155,803 | $837K | 0.7% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 147,300 | $791K | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 144,336 | $775K | 0.6% | 2026-Q1 |
| Nuveen, LLC added | 139,062 | $747K | 0.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 138,128 | $742K | 0.6% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP trimmed | 135,338 | $727K | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 133,790 | $718K | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 129,632 | $696K | 0.6% | 2026-Q1 |
| Squarepoint Ops LLC added | 124,645 | $669K | 0.5% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 121,115 | $650K | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 114,033 | $612K | 0.5% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 109,982 | $588K | 0.5% | 2026-Q1 |
| Register Financial Advisors LLC trimmed | 109,111 | $586K | 0.5% | 2026-Q1 |
| ABS Direct Equity Fund LLC trimmed | 97,425 | $523K | 0.4% | 2026-Q1 |
| Meixler Investment Management, Ltd. added | 93,067 | $488K | 0.4% | 2026-Q1 |
| STRS OHIO trimmed | 87,900 | $472K | 0.4% | 2026-Q1 |
| Rock Creek Group LLC trimmed | 86,687 | $466K | 0.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 80,419 | $432K | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 56,742 | $305K | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 55,615 | $299K | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 55,225 | $297K | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 53,038 | $285K | 0.2% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 50,320 | $270K | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 48,051 | $258K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 45,934 | $247K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 45,245 | $243K | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 43,157 | $232K | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 42,271 | $227K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 39,782 | $214K | 0.2% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 39,400 | $212K | 0.2% | 2026-Q1 |
| De Lisle Partners LLP trimmed | 39,392 | $211K | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 39,108 | $210K | 0.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 34,446 | $185K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 33,764 | $181K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 38,270 | $176K | 0.1% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP trimmed | 21,483 | $166K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 29,025 | $156K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 27,073 | $145K | 0.1% | 2026-Q1 |
| Odyssean, LLC new | 27,012 | $145K | 0.1% | 2026-Q1 |
| Melone Private Wealth, LLC new | 25,157 | $135K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC new | 24,052 | $129K | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 21,355 | $115K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 21,264 | $114K | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC new | 20,609 | $111K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 18,821 | $101K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 18,472 | $99K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC new | 16,975 | $91K | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 16,700 | $90K | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 15,900 | $85K | 0.1% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 15,576 | $84K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 2,036 | $78K | 0.1% | 2026-Q1 |
| Greenhaven Road Investment Management, L.P. trimmed | 1,360,501 | $9M | 6.9% | 2025-Q2 stale |
| VANGUARD GROUP INC added | 1,330,235 | $6M | 4.9% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 287,449 | $1M | 1.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 176,672 | $1M | 1.0% | 2025-Q3 stale |
| CITIZENS FINANCIAL GROUP INC/RI added | 225,000 | $1M | 0.8% | 2025-Q4 stale |
| ADVISORY RESEARCH INC trimmed | 183,844 | $862K | 0.7% | 2025-Q1 stale |
| Quantum Private Wealth, LLC | 89,240 | $564K | 0.5% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC trimmed | 122,432 | $563K | 0.5% | 2025-Q4 stale |
| Walleye Capital LLC trimmed | 71,059 | $514K | 0.4% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 48,808 | $308K | 0.2% | 2025-Q2 stale |
| ARISTEIA CAPITAL, L.L.C. trimmed | 44,766 | $283K | 0.2% | 2025-Q2 stale |
| PEAK6 LLC added | 58,186 | $273K | 0.2% | 2025-Q1 stale |
| BAILARD, INC. added | 36,604 | $265K | 0.2% | 2025-Q3 stale |
| EQUITEC PROPRIETARY MARKETS, LLC added | 55,630 | $261K | 0.2% | 2025-Q1 stale |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 34,255 | $248K | 0.2% | 2025-Q3 stale |
| NewEdge Advisors, LLC trimmed | 52,538 | $242K | 0.2% | 2025-Q4 stale |
| Jump Financial, LLC added | 51,853 | $239K | 0.2% | 2025-Q4 stale |
| JANUS HENDERSON GROUP PLC trimmed | 47,814 | $219K | 0.2% | 2025-Q1 stale |
| Graham Capital Management, L.P. added | 29,923 | $217K | 0.2% | 2025-Q3 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 36,231 | $215K | 0.2% | 2025-Q4 stale |
| Voleon Capital Management LP new | 25,897 | $187K | 0.1% | 2025-Q3 stale |
| Corton Capital Inc. added | 24,532 | $178K | 0.1% | 2025-Q3 stale |
| Brooklyn Investment Group added | 24,417 | $177K | 0.1% | 2025-Q3 stale |
| STATE OF WISCONSIN INVESTMENT BOARD added | 20,391 | $129K | 0.1% | 2025-Q2 stale |
| Dynamic Technology Lab Private Ltd new | 17,296 | $125K | 0.1% | 2025-Q3 stale |
| Verition Fund Management LLC added | 16,273 | $118K | 0.1% | 2025-Q3 stale |
| COMMONWEALTH EQUITY SERVICES, LLC | 15,798 | $114K | 0.1% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. new | 22,470 | $103K | 0.1% | 2025-Q4 stale |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 20,982 | $97K | 0.1% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC added | 19,004 | $89K | 0.1% | 2025-Q1 stale |
| SHERBROOKE PARK ADVISERS LLC trimmed | 12,092 | $88K | 0.1% | 2025-Q3 stale |
| Mariner, LLC trimmed | 11,582 | $84K | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.