ALTA EQUIPMENT GROUP INC. - Common stock, $0.0001 par value (ALTG) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2020 to Q4 2025

Type / Class
Equity / Common stock, $0.0001 par value
Symbol
ALTG on NYSE
Shares outstanding
32,279,759
Price per share
$4.60
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
20,556,565
Total reported value
$148,809,710
% of total 13F portfolios
0%
Share change
-740,766
Value change
-$3,856,523
Number of holders
130
Price from insider filings
$4.60
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ALTA EQUIPMENT GROUP INC. - Common stock, $0.0001 par value (ALTG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Mill Road Capital III, L.P. 13% $19,748,757 4,293,208 Mill Road Capital III, L.P. 21 Jan 2026
BlackRock, Inc. 4.9% $10,368,541 1,640,566 BlackRock, Inc. 30 Jun 2025

As of 30 Sep 2025, 130 institutional investors reported holding 20,556,565 shares of ALTA EQUIPMENT GROUP INC. - Common stock, $0.0001 par value (ALTG). This represents 64% of the company’s total 32,279,759 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ALTA EQUIPMENT GROUP INC. - Common stock, $0.0001 par value (ALTG) together control 55% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Mill Road Capital Management LLC 13% 4,293,208 0% 16% $31,082,826
Voss Capital, LP 8.9% 2,886,559 -2.5% 1.2% $20,898,687
BlackRock, Inc. 5% 1,628,057 -3.2% 0% $11,787,133
VANGUARD GROUP INC 4.1% 1,321,283 +2.4% 0% $9,566,089
Nantahala Capital Management, LLC 2.9% 934,774 -10% 0.42% $6,767,764
First Eagle Investment Management, LLC 2.4% 782,591 -1.2% 0.01% $5,665,959
CastleKnight Management LP 2.4% 781,060 -2.7% 0.3% $5,654,874
DIMENSIONAL FUND ADVISORS LP 1.7% 557,672 -13% 0% $4,037,424
ROYCE & ASSOCIATES LP 1.7% 546,792 +8.3% 0.04% $3,958,774
STATE STREET CORP 1.6% 525,818 +4.6% 0% $3,806,922
GEODE CAPITAL MANAGEMENT, LLC 1.5% 479,527 +0.24% 0% $3,472,566
CIBC Private Wealth Group LLC 1.5% 472,278 -38% 0.01% $3,419,293
MORGAN STANLEY 0.82% 264,761 +52% 0% $1,916,870
JANE STREET GROUP, LLC 0.72% 231,337 +173% 0% $1,674,881
CITIZENS FINANCIAL GROUP INC/RI 0.68% 218,000 -5.2% 0.02% $1,578,320
GSA CAPITAL PARTNERS LLP 0.67% 217,548 -23% 0.13% $1,575,000
Bank of New York Mellon Corp 0.66% 213,507 -5.3% 0% $1,545,789
BANK OF AMERICA CORP /DE/ 0.64% 207,977 +22% 0% $1,505,753
JPMORGAN CHASE & CO 0.62% 199,434 +262% 0% $1,443,903
Register Financial Advisors LLC 0.56% 180,370 -16% 0.51% $1,305,876
Cubist Systematic Strategies, LLC 0.55% 176,672 0.02% $1,279,104
ABS Direct Equity Fund LLC 0.54% 175,000 -12% 1.8% $1,267,000
NORTHERN TRUST CORP 0.51% 165,671 -5.9% 0% $1,199,458
AMERICAN CENTURY COMPANIES INC 0.48% 155,345 -31% 0% $1,124,698
CITADEL ADVISORS LLC 0.45% 144,006 +43% 0% $1,042,604

Institutional Holders of ALTA EQUIPMENT GROUP INC. - Common stock, $0.0001 par value (ALTG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 129,179 $594,224 -$249,472 $4.60 6
2025 Q3 20,556,565 $148,809,710 -$3,856,523 $7.24 130
2025 Q2 21,230,762 $134,179,874 -$3,655,649 $6.32 100
2025 Q1 21,923,285 $102,251,139 -$5,875,568 $4.69 99
2024 Q4 22,581,416 $147,652,446 -$925,741 $6.54 103
2024 Q3 22,631,121 $152,531,703 -$4,111,080 $6.74 101
2024 Q2 23,000,175 $185,023,388 -$17,047,081 $8.04 115
2024 Q1 24,297,925 $314,400,125 +$3,919,310 $12.95 123
2023 Q4 24,129,847 $298,469,421 +$10,644,952 $12.37 115
2023 Q3 23,078,851 $278,330,629 -$736,346 $12.06 112
2023 Q2 23,018,908 $398,911,614 +$1,721,233 $17.33 109
2023 Q1 22,993,898 $364,446,767 +$31,923,996 $15.85 101
2022 Q4 27,073,317 $357,093,365 +$7,404,644 $13.19 95
2022 Q3 20,473,626 $225,412,300 +$440,217 $11.01 91
2022 Q2 20,422,437 $183,179,475 -$665,126 $8.97 79
2022 Q1 20,475,882 $253,038,369 +$20,000 $12.36 76
2021 Q4 20,449,740 $299,314,843 -$17,227,548 $14.64 74
2021 Q3 20,949,078 $287,638,799 +$2,451,949 $13.73 73
2021 Q2 20,769,853 $276,031,000 +$12,651,891 $13.29 71
2021 Q1 19,619,708 $255,058,000 +$7,248,809 $13.00 65
2020 Q4 19,370,750 $191,383,269 +$7,314,761 $9.88 61
2020 Q3 18,743,571 $146,760,000 +$853,127 $7.83 63
2020 Q2 18,641,455 $144,843,000 +$29,641,935 $7.77 63
2020 Q1 15,347,564 $65,525,000 +$65,504,000 $4.27 42