Stock ownership · SEC 13F · Q3 2025

ALTA EQUIPMENT GROUP INC

A breakdown of ALTA EQUIPMENT GROUP INC's institutional base (CUSIP 02128L106): the holders, the concentration among them, and what changed last quarter.

$24.4M
Reported value
3
Institutions
100%
Top-5 share

The verdict

$24.4M of ALTA EQUIPMENT GROUP INC is reported by 3 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

3
institutions hold it
$24.4M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 02128L106 · Q3 2025 $24M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-SHORT

  • VALUE-TRACE $24.4M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-SHORT 2Q history

Read with: Ownership concentration guide - ALTA EQUIPMENT GROUP INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of ALTA EQUIPMENT GROUP INC
  1. 1
    Voss Capital, LP $20.9M
  2. 2
    CIBC Private Wealth Group LLC $3.4M
  3. 3
    JPMORGAN CHASE & CO $59K

Top 3 reported holders by value · Q3 2025

Top Institutional Holders

# Institution Shares Value Share of reported
1 Voss Capital, LP 2,886,559 $20.9M 85.7%
2 CIBC Private Wealth Group LLC 472,278 $3.4M 14.0%
3 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 8,186 $59K 0.2%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ALTA EQUIPMENT GROUP INC's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
99.8%
Shared-defined discretion (DFND)
0.2%

Latest Quarter Activity · Q3 2025

New positions (3)

Voss Capital, LP $20.9M
CIBC Private Wealth Group LLC $3.4M
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $59K

Frequently Asked Questions

How many institutions hold ALTA EQUIPMENT GROUP INC?▼
ALTA EQUIPMENT GROUP INC is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of ALTA EQUIPMENT GROUP INC?▼
Institutions report $24.4M of ALTA EQUIPMENT GROUP INC as of Q3 2025.
How concentrated is ownership of ALTA EQUIPMENT GROUP INC?▼
The top five institutional holders account for 100% of the reported institutional value in ALTA EQUIPMENT GROUP INC, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of ALTA EQUIPMENT GROUP INC?▼
Voss Capital, LP is the largest reported holder of ALTA EQUIPMENT GROUP INC with $20.9M across 2,886,559 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.