ALTG — ALTA EQUIPMENT GROUP INC
Reported value held$43.33M
Funds holding (latest)35
SectorIndustrials
Funds holding (Q2 2026)30
Institutional value$36.38M · 5.64M sh
New / Add / Cut / Exit4 / 17 / 6 / 1
Top-5 / Top-10 concentration75.0% / 91.0%
Institutional holdings change
Accumulating +13.3%
(+663.03K sh)
Institutional value change
Up +36.6%
As of Q2 2026, 30 SEC-registered investment managers reported holding ALTG (ALTA EQUIPMENT GROUP INC) in their latest 13F filings, with a combined reported value of $36.38M across 5.64M shares. That is +13.3% by share count (+663.03K shares) versus the previous quarter, while reported value moved +36.6%. Ownership is concentrated: the five largest holders account for 75.0% of reported value and the top ten for 91.0%.
Compared with the prior quarter, 4 opened new positions, 17 added to existing stakes, 6 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ALTG is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.66M | $10.75M | 0.00% | Add |
| Royce & Associates history | 1.01M | $6.54M | 0.05% | Add |
| First Eagle Investment Management history | 520.00K | $3.36M | 0.01% | Reduce |
| AQR Capital Management history | 513.88K | $3.32M | 0.00% | Add |
| Geode Capital Management history | 510.57K | $3.30M | 0.00% | Add |
| Point72 Asset Management history | 243.69K | $1.58M | 0.01% | Add |
| Goldman Sachs Group history | 228.85K | $1.48M | 0.00% | Add |
| Millennium Management history | 172.59K | $1.12M | 0.00% | Add |
| Northern Trust Corp history | 156.13K | $1.01M | 0.00% | Hold |
| Bank of America Corp history | 101.38K | $655.90K | 0.00% | Add |
| BNY Mellon history | 58.82K | $380.58K | 0.00% | Add |
| Charles Schwab Investment Management history | 58.53K | $378.69K | 0.00% | Add |
| Arrowstreet Capital history | 56.61K | $366.29K | 0.00% | Reduce |
| UBS Group AG history | 41.13K | $266.14K | 0.00% | Add |
| Morgan Stanley history | 38.41K | $248.49K | 0.00% | Add |
| Invesco Ltd history | 38.00K | $245.87K | 0.00% | Reduce |
| Marshall Wace history | 36.25K | $234.51K | 0.00% | Reduce |
| Citadel Advisors history | 35.20K | $227.74K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 29.57K | $199.91K | 0.00% | New |
| Deutsche Bank AG history | 19.56K | $126.53K | 0.00% | Add |
| Wells Fargo & Co history | 16.99K | $109.92K | 0.00% | Add |
| D. E. Shaw & Co history | 15.99K | $103.47K | 0.00% | New |
| Two Sigma Investments history | 15.99K | $103.44K | 0.00% | Add |
| Renaissance Technologies history | 12.50K | $80.88K | 0.00% | New |
| CPP Investments history | 10.90K | $70.52K | 0.00% | New |
| Citigroup Inc history | 9.24K | $59.80K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.10K | $26.52K | 0.00% | Add |
| PNC Financial Services history | 3.16K | $20.42K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.86K | $12.07K | 0.00% | Hold |
| T. Rowe Price Associates history | 13.36K | $87 | 0.00% | Hold |
Q1 2026 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.62M | $8.70M | 0.00% | Reduce |
| First Eagle Investment Management history | 730.44K | $3.92M | 0.01% | Reduce |
| Royce & Associates history | 560.78K | $3.01M | 0.03% | Add |
| Geode Capital Management history | 474.91K | $2.55M | 0.00% | Add |
| Citadel Advisors history | 337.88K | $1.81M | 0.00% | Add |
| Goldman Sachs Group history | 188.20K | $1.01M | 0.00% | Add |
| Point72 Asset Management history | 178.50K | $958.52K | 0.00% | Add |
| Northern Trust Corp history | 155.80K | $836.66K | 0.00% | Add |
| AQR Capital Management history | 148.03K | $794.93K | 0.00% | Add |
| Millennium Management history | 129.63K | $696.12K | 0.00% | Add |
| Arrowstreet Capital history | 80.42K | $431.85K | 0.00% | Add |
| Invesco Ltd history | 56.74K | $304.70K | 0.00% | Add |
| Marshall Wace history | 55.98K | $300.62K | 0.00% | New |
| Charles Schwab Investment Management history | 53.04K | $284.81K | 0.00% | Reduce |
| Bank of America Corp history | 45.93K | $246.66K | 0.00% | Reduce |
| BNY Mellon history | 45.24K | $242.96K | 0.00% | Reduce |
| Morgan Stanley history | 34.45K | $184.98K | 0.00% | Reduce |
| UBS Group AG history | 21.26K | $114.19K | 0.00% | Reduce |
| Lazard Asset Management history | 13.06K | $70.12K | 0.00% | New |
| Two Sigma Investments history | 10.25K | $55.03K | 0.00% | Reduce |
| Wells Fargo & Co history | 7.37K | $39.55K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.85K | $20.68K | 0.00% | Add |
| PNC Financial Services history | 3.20K | $17.20K | 0.00% | Add |
| Citigroup Inc history | 2.46K | $13.22K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.86K | $10.02K | 0.00% | Reduce |
| Deutsche Bank AG history | 67 | $360 | 0.00% | Reduce |
| T. Rowe Price Associates history | 13.36K | $72 | 0.00% | Hold |
Q4 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.64M | $7.55M | 0.00% | Add |
| Vanguard Group history | 1.33M | $6.12M | 0.00% | Add |
| First Eagle Investment Management history | 764.59K | $3.52M | 0.01% | Reduce |
| Royce & Associates history | 550.78K | $2.53M | 0.03% | Add |
| Geode Capital Management history | 461.56K | $2.12M | 0.00% | Reduce |
| Morgan Stanley history | 175.01K | $805.07K | 0.00% | Reduce |
| Citadel Advisors history | 159.44K | $733.45K | 0.00% | Reduce |
| Northern Trust Corp history | 151.99K | $699.17K | 0.00% | Reduce |
| Point72 Asset Management history | 146.77K | $675.15K | 0.00% | New |
| Goldman Sachs Group history | 131.31K | $604.05K | 0.00% | Add |
| AQR Capital Management history | 81.50K | $374.92K | 0.00% | Add |
| Millennium Management history | 76.59K | $352.30K | 0.00% | Add |
| JPMorgan Chase & Co history | 67.35K | $309.83K | 0.00% | Reduce |
| Arrowstreet Capital history | 65.49K | $301.24K | 0.00% | Reduce |
| Bank of America Corp history | 62.64K | $288.15K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 60.77K | $279.52K | 0.00% | Hold |
| Invesco Ltd history | 55.34K | $254.57K | 0.00% | Reduce |
| BNY Mellon history | 51.25K | $235.74K | 0.00% | Reduce |
| UBS Group AG history | 34.48K | $158.61K | 0.00% | Reduce |
| D. E. Shaw & Co history | 22.47K | $103.36K | 0.00% | New |
| Wells Fargo & Co history | 21.91K | $100.78K | 0.00% | Add |
| Citigroup Inc history | 21.80K | $100.30K | 0.00% | Reduce |
| Deutsche Bank AG history | 19.61K | $90.21K | 0.00% | Hold |
| Two Sigma Investments history | 14.15K | $65.08K | 0.00% | Reduce |
| PNC Financial Services history | 3.03K | $13.93K | 0.00% | Add |
| Legal & General Investment Management America history | 1.94K | $8.91K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1.73K | $7.95K | 0.00% | Reduce |
| T. Rowe Price Associates history | 13.36K | $62 | 0.00% | Hold |
Q3 2025 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.63M | $11.79M | 0.00% | Reduce |
| Vanguard Group history | 1.32M | $9.57M | 0.00% | Add |
| First Eagle Investment Management history | 782.59K | $5.67M | 0.01% | Reduce |
| Royce & Associates history | 546.79K | $3.96M | 0.04% | Add |
| Geode Capital Management history | 479.53K | $3.47M | 0.00% | Hold |
| Morgan Stanley history | 264.76K | $1.92M | 0.00% | Add |
| BNY Mellon history | 213.51K | $1.55M | 0.00% | Reduce |
| Bank of America Corp history | 207.98K | $1.51M | 0.00% | Add |
| JPMorgan Chase & Co history | 199.43K | $1.44M | 0.00% | Add |
| Citadel Advisors history | 192.41K | $1.39M | 0.00% | Add |
| Northern Trust Corp history | 165.67K | $1.20M | 0.00% | Reduce |
| Arrowstreet Capital history | 133.71K | $968.02K | 0.00% | New |
| Goldman Sachs Group history | 114.79K | $831.09K | 0.00% | Reduce |
| Marshall Wace history | 75.11K | $543.83K | 0.00% | New |
| Charles Schwab Investment Management history | 60.77K | $439.94K | 0.00% | Hold |
| Invesco Ltd history | 60.55K | $438.40K | 0.00% | Reduce |
| Millennium Management history | 52.66K | $381.27K | 0.00% | Reduce |
| UBS Group AG history | 52.40K | $379.34K | 0.00% | Reduce |
| Citigroup Inc history | 25.29K | $183.10K | 0.00% | Add |
| Two Sigma Investments history | 24.20K | $175.21K | 0.00% | New |
| Deutsche Bank AG history | 19.61K | $141.98K | 0.00% | Add |
| AQR Capital Management history | 16.89K | $122.31K | 0.00% | Add |
| Wells Fargo & Co history | 15.05K | $108.96K | 0.00% | Add |
| PNC Financial Services history | 3.00K | $21.72K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 2.29K | $16.55K | 0.00% | Add |
| Legal & General Investment Management America history | 1.94K | $14.02K | 0.00% | Hold |
| T. Rowe Price Associates history | 13.36K | $97 | 0.00% | Hold |
Q2 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.68M | $10.63M | 0.00% | Reduce |
| BlackRock Inc history | 1.68M | $10.63M | 0.00% | Reduce |
| Vanguard Group history | 1.29M | $8.16M | 0.00% | Reduce |
| First Eagle Investment Management history | 792.10K | $5.01M | 0.01% | Add |
| Royce & Associates history | 504.74K | $3.19M | 0.03% | Add |
| Geode Capital Management history | 478.38K | $3.02M | 0.00% | Reduce |
| BNY Mellon history | 225.46K | $1.42M | 0.00% | Reduce |
| Northern Trust Corp history | 175.97K | $1.11M | 0.00% | Reduce |
| Morgan Stanley history | 174.12K | $1.10M | 0.00% | Add |
| Morgan Stanley history | 174.12K | $1.10M | 0.00% | Add |
| UBS Group AG history | 170.63K | $1.08M | 0.00% | Reduce |
| Bank of America Corp history | 170.16K | $1.08M | 0.00% | Add |
| Millennium Management history | 165.53K | $1.05M | 0.00% | Add |
| Citadel Advisors history | 137.21K | $867.15K | 0.00% | Add |
| Citadel Advisors history | 137.21K | $867.15K | 0.00% | Add |
| Goldman Sachs Group history | 115.87K | $732.30K | 0.00% | Reduce |
| Goldman Sachs Group history | 115.87K | $732.30K | 0.00% | Reduce |
| Invesco Ltd history | 69.30K | $438.00K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 60.77K | $384.04K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 55.08K | $348.13K | 0.00% | Add |
| JPMorgan Chase & Co history | 55.08K | $348.13K | 0.00% | Add |
| Deutsche Bank AG history | 16.24K | $102.62K | 0.00% | Reduce |
| Deutsche Bank AG history | 16.24K | $102.62K | 0.00% | Reduce |
| AQR Capital Management history | 15.18K | $95.94K | 0.00% | Add |
| Wells Fargo & Co history | 12.61K | $79.67K | 0.00% | Reduce |
| Citigroup Inc history | 12.49K | $78.97K | 0.00% | Reduce |
| D. E. Shaw & Co history | 10.30K | $65.10K | 0.00% | Reduce |
| PNC Financial Services history | 3.00K | $18.96K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 2.20K | $13.93K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.20K | $13.93K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.94K | $12.24K | 0.00% | Reduce |
| T. Rowe Price Associates history | 13.36K | $85 | 0.00% | Add |
Q1 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.99M | $9.35M | 0.00% | Reduce |
| BlackRock Inc history | 1.99M | $9.35M | 0.00% | Reduce |
| Vanguard Group history | 1.43M | $6.70M | 0.00% | Reduce |
| First Eagle Investment Management history | 681.66K | $3.20M | 0.01% | Add |
| Geode Capital Management history | 547.57K | $2.57M | 0.00% | Add |
| Royce & Associates history | 393.27K | $1.84M | 0.02% | Add |
| BNY Mellon history | 235.37K | $1.10M | 0.00% | Reduce |
| Northern Trust Corp history | 214.63K | $1.01M | 0.00% | Reduce |
| UBS Group AG history | 186.74K | $875.80K | 0.00% | Add |
| Bank of America Corp history | 163.46K | $766.64K | 0.00% | Reduce |
| Millennium Management history | 148.53K | $696.61K | 0.00% | Add |
| Goldman Sachs Group history | 145.47K | $682.26K | 0.00% | Reduce |
| Goldman Sachs Group history | 145.47K | $682.26K | 0.00% | Reduce |
| Morgan Stanley history | 145.14K | $680.70K | 0.00% | Reduce |
| Morgan Stanley history | 145.14K | $680.70K | 0.00% | Reduce |
| Invesco Ltd history | 84.36K | $395.66K | 0.00% | Add |
| Charles Schwab Investment Management history | 73.90K | $346.58K | 0.00% | Hold |
| Citadel Advisors history | 56.92K | $266.97K | 0.00% | Reduce |
| Citadel Advisors history | 56.92K | $266.97K | 0.00% | Reduce |
| Janus Henderson Group history | 47.81K | $219.47K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 32.04K | $150.25K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 32.04K | $150.25K | 0.00% | Reduce |
| D. E. Shaw & Co history | 20.90K | $98.02K | 0.00% | Reduce |
| Citigroup Inc history | 19.38K | $90.89K | 0.00% | Reduce |
| Deutsche Bank AG history | 16.65K | $78.09K | 0.00% | Reduce |
| Deutsche Bank AG history | 16.65K | $78.09K | 0.00% | Reduce |
| Wells Fargo & Co history | 12.82K | $60.10K | 0.00% | Add |
| AQR Capital Management history | 11.52K | $54.04K | 0.00% | Reduce |
| Manulife Financial history | 10.68K | $50.08K | 0.00% | Reduce |
| Legal & General Investment Management America history | 2.98K | $13.95K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 2.32K | $10.88K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 2.32K | $10.88K | 0.00% | Add |
| PNC Financial Services history | 33 | $155 | 0.00% | Hold |
| T. Rowe Price Associates history | 10.87K | $51 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 29.57K sh · $199.91K
- D. E. Shaw & Co 15.99K sh · $103.47K
- Renaissance Technologies 12.50K sh · $80.88K
- CPP Investments 10.90K sh · $70.52K
Fully Exited (vs previous quarter)
- Lazard Asset Management sold 13.06K sh · $70.12K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 1.66M | 1.62M | 1.64M | 1.63M | 1.68M | 1.99M | 2.04M | 2.01M | — | — | — | — | — | — | — | — | — | — | — | — |
| Royce & Associates | 1.01M | 560.78K | 550.78K | 546.79K | 504.74K | 393.27K | 265.27K | 232.24K | 275.12K | 32.10K | — | — | — | — | — | — | — | — | — | — |
| First Eagle Investment Management | 520.00K | 730.44K | 764.59K | 782.59K | 792.10K | 681.66K | 395.86K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 513.88K | 148.03K | 81.50K | 16.89K | 15.18K | 11.52K | 85.48K | 134.60K | 58.92K | 17.36K | 11.08K | 39.16K | 43.58K | 40.44K | — | — | — | — | 12.43K | — |
| Geode Capital Management | 510.57K | 474.91K | 461.56K | 479.53K | 478.38K | 547.57K | 542.61K | 535.91K | 564.14K | 521.62K | 498.11K | 477.96K | 432.25K | 412.14K | 400.65K | 378.27K | 375.08K | 371.61K | 353.74K | 346.62K |
| Point72 Asset Management | 243.69K | 178.50K | 146.77K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 228.85K | 188.20K | 131.31K | 114.79K | 115.87K | 145.47K | 161.84K | 161.70K | 155.05K | 160.69K | 76.11K | 80.73K | 143.95K | 181.71K | 190.95K | 186.93K | 140.82K | 162.45K | 65.13K | 44.97K |
| Millennium Management | 172.59K | 129.63K | 76.59K | 52.66K | 165.53K | 148.53K | 143.22K | — | 13.19K | 64.06K | 40.78K | 18.25K | 160.90K | 37.74K | 211.93K | 284.80K | 46.35K | 121.14K | 25.30K | 12.22K |
| Northern Trust Corp | 156.13K | 155.80K | 151.99K | 165.67K | 175.97K | 214.63K | 230.43K | 215.50K | 204.30K | 204.18K | 215.33K | 206.71K | 180.60K | 181.49K | 175.99K | 179.10K | 181.57K | 170.68K | 179.91K | 182.10K |
| Bank of America Corp | 101.38K | 45.93K | 62.64K | 207.98K | 170.16K | 163.46K | 187.81K | 75.72K | 36.31K | 42.19K | 29.99K | 25.40K | 11.73K | 27.67K | 21.02K | 10.45K | 19.99K | 7.55K | 24.53K | 6.37K |
| BNY Mellon | 58.82K | 45.24K | 51.25K | 213.51K | 225.46K | 235.37K | 238.83K | 216.03K | 237.28K | 207.67K | 223.31K | 238.42K | 225.39K | 234.68K | 235.78K | 66.04K | 57.94K | 61.06K | 63.70K | 57.89K |
| Charles Schwab Investment Management | 58.53K | 53.04K | 60.77K | 60.77K | 60.77K | 73.90K | 73.90K | 78.45K | 73.71K | 60.69K | 63.43K | 63.43K | 53.59K | 57.29K | 58.30K | 58.30K | 58.16K | 53.71K | 53.26K | 53.26K |
| Arrowstreet Capital | 56.61K | 80.42K | 65.49K | 133.71K | — | — | — | — | — | — | — | — | 34.06K | — | — | — | — | — | — | — |
| UBS Group AG | 41.13K | 21.26K | 34.48K | 52.40K | 170.63K | 186.74K | 156.41K | 23.13K | 10.64K | 57.45K | 39.50K | 26.49K | 13.14K | 8.52K | 8.59K | — | 173 | 6.92K | 6.85K | 385 |
| Morgan Stanley | 38.41K | 34.45K | 175.01K | 264.76K | 174.12K | 145.14K | 181.94K | 147.52K | 70.06K | 224.24K | 404.46K | 233.36K | 245.49K | 246.26K | 32.54K | 21.16K | 17.66K | 22.23K | 154.17K | 152.84K |
| Invesco Ltd | 38.00K | 56.74K | 55.34K | 60.55K | 69.30K | 84.36K | 78.58K | 78.83K | 143.54K | 117.94K | 34.33K | 77.16K | 34.89K | 162.79K | 64.17K | 34.03K | 39.74K | 29.44K | — | — |
| Marshall Wace | 36.25K | 55.98K | — | 75.11K | — | — | — | 40.56K | 135.56K | 188.18K | 63.77K | — | — | — | 10.83K | 60.92K | 58.65K | — | — | — |
| Citadel Advisors | 35.20K | 337.88K | 159.44K | 192.41K | 137.21K | 56.92K | 134.78K | 421.20K | 216.07K | 230.27K | 351.69K | 206.20K | 67.27K | 177.42K | 131.91K | 142.96K | 61.54K | 28.50K | 44.17K | 162.68K |
| JPMorgan Chase & Co | 29.57K | — | 67.35K | 199.43K | 55.08K | 32.04K | 67.72K | 51.42K | 19.20K | 109.85K | 20.30K | 15.77K | 14.86K | 376 | 13.35K | 15.58K | 11.26K | 18.85K | 37.22K | 26.06K |
| Deutsche Bank AG | 19.56K | 67 | 19.61K | 19.61K | 16.24K | 16.65K | 17.02K | 16.60K | 10.95K | 11.85K | 10.68K | 11.13K | 9.49K | 13.15K | 9.56K | 9.42K | 45.33K | 46.63K | 47.85K | 47.24K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details