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Custom Truck One Source (CTOS) Institutional Ownership

Custom Truck One Source logo
$4.55 -0.11 (-2.36%)
As of 05/20/2025 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Custom Truck One Source (NYSE:CTOS)

Current
Institutional Ownership
Percentage
90.07%
Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$103.14M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$66.33M
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CTOS Institutional Buying and Selling by Quarter

Custom Truck One Source Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Goldman Sachs Group Inc.529,589$2.24M0.0%+223.5%0.235%
5/16/2025 Teza Capital Management LLC10,558$45K0.0%N/A0.005%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,305,702$22.39M0.1%+45.0%2.351%
5/16/2025 AQR Capital Management LLC14,948$63K0.0%N/A0.007%
5/16/2025 Alyeska Investment Group L.P.2,013,660$8.50M0.0%+2.9%0.892%
5/15/2025 Cubist Systematic Strategies LLC16,877$71K0.0%N/A0.007%
5/14/2025 MetLife Investment Management LLC16,812$71K0.0%-46.3%0.007%
5/14/2025 Jump Financial LLC15,000$63K0.0%-72.2%0.007%
5/14/2025 Biondo Investment Advisors LLC114,000$481K0.1%+60.6%0.051%
5/14/2025 T. Rowe Price Investment Management Inc.7,724,424$32.60M0.0%+4.3%3.423%
5/14/2025 EntryPoint Capital LLC17,172$72K0.0%-51.4%0.008%
5/14/2025 Maven Securities LTD85,673$362K0.0%+114.2%0.038%
5/14/2025 Fuller & Thaler Asset Management Inc.110,500$466K0.0%+3.6%0.049%
5/13/2025 Sei Investments Co.129,520$547K0.0%+4.0%0.057%
5/13/2025 Boston Partners3,168,709$13.37M0.0%-16.5%1.404%
5/13/2025 Russell Investments Group Ltd.971,284$4.10M0.0%-35.7%0.430%
5/12/2025 Nuveen LLC165,752$699K0.0%N/A0.073%
5/12/2025 Invesco Ltd.110,816$468K0.0%+12.8%0.049%
5/12/2025 Swiss National Bank135,700$573K0.0%+15.6%0.060%
5/9/2025 Charles Schwab Investment Management Inc.432,272$1.82M0.0%-2.5%0.192%
5/8/2025 GSA Capital Partners LLP445,610$1.88M0.2%+141.8%0.197%
5/6/2025 Cetera Investment Advisers58,343$246K0.0%+118.8%0.026%
5/1/2025 Arizona State Retirement System20,087$85K0.0%+17.2%0.009%
4/30/2025 Black Diamond Financial LLC252,610$1.07M0.2%-75.0%0.112%
4/29/2025 Catawba River Capital1,367,779$5.77M3.5%+1.4%0.606%
4/29/2025 Bank of New York Mellon Corp119,690$505K0.0%-3.2%0.053%
4/28/2025 Teacher Retirement System of Texas10,136$43K0.0%N/A0.004%
4/24/2025 Allspring Global Investments Holdings LLC4,307,058$18.09M0.0%+2.2%1.909%
4/24/2025 Canvas Wealth Advisors LLC4,468,342$17.16M4.4%+8.8%1.980%
4/22/2025 Register Financial Advisors LLC110,300$465K0.2%+12.8%0.049%
4/21/2025 CWA Asset Management Group LLC16,000$68K0.0%N/A0.007%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC114,050$549K0.0%+4.0%0.049%
2/17/2025 Two Sigma Investments LP13,148$63K0.0%N/A0.006%
2/17/2025 Two Sigma Advisers LP10,500$51K0.0%-81.7%0.004%
2/17/2025 ProShare Advisors LLC13,925$67K0.0%N/A0.006%
2/17/2025 Maven Securities LTD40,000$192K0.0%N/A0.017%
2/17/2025 Millennium Management LLC73,250$352K0.0%+77.5%0.031%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,659,904$17.60M0.0%+7.5%1.568%
2/17/2025 Janus Henderson Group PLC28,800$139K0.0%-45.8%0.012%
2/17/2025 ECP ControlCo LLC16,287,270$78.34M30.2%-30.4%6.977%
Gold Hits New Highs as Global Markets Spiral (Ad)

When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. Now… as new tariffs take effect, gold is breaking records again. You've hopefully already seen this in action… but gold is surpassing $3,000 per ounce for the first time EVER.

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2/17/2025 Cetera Investment Advisers26,659$128K0.0%+160.7%0.011%
2/17/2025 Bank of America Corp DE1,312,083$6.31M0.0%+111.6%0.562%
2/17/2025 BNP Paribas Financial Markets6,032$29K0.0%N/A0.003%
2/17/2025 Alyeska Investment Group L.P.1,957,030$9.41M0.0%-4.7%0.838%
2/14/2025 Jane Street Group LLC12,278$59K0.0%-86.3%0.005%
2/14/2025 Paloma Partners Management Co170,000$818K0.0%-33.6%0.073%
2/14/2025 Northern Trust Corp452,416$2.18M0.0%-6.8%0.194%
2/14/2025 The Manufacturers Life Insurance Company32,174$155K0.0%-10.0%0.014%
2/14/2025 Gilder Gagnon Howe & Co. LLC932,349$4.49M0.0%-29.8%0.399%
2/14/2025 Nebula Research & Development LLC50,015$241K0.0%+15.9%0.021%
2/14/2025 Voya Investment Management LLC17,277$83K0.0%-15.8%0.007%
2/14/2025 Fuller & Thaler Asset Management Inc.106,700$513K0.0%-1.9%0.046%
2/14/2025 Price T Rowe Associates Inc. MD19,394$94K0.0%+18.3%0.008%
2/14/2025 T. Rowe Price Investment Management Inc.7,407,782$35.63M0.0%+105.1%3.173%
2/14/2025 MetLife Investment Management LLC31,301$151K0.0%+160.6%0.013%
2/14/2025 Dimensional Fund Advisors LP2,778,062$13.36M0.0%+2.7%1.190%
2/14/2025 First Trust Advisors LP964,571$4.64M0.0%+36.8%0.413%
2/13/2025 Marshall Wace LLP57,843$278K0.0%N/A0.025%
2/13/2025 Jump Financial LLC54,000$260K0.0%N/A0.023%
2/13/2025 Portolan Capital Management LLC1,451,573$6.98M0.5%+152.8%0.622%
2/13/2025 Mariner LLC65,135$313K0.0%-20.6%0.028%
2/13/2025 Barclays PLC89,436$430K0.0%+5.8%0.038%
2/13/2025 Kennedy Capital Management LLC403,596$1.94M0.0%-37.6%0.173%
2/13/2025 Legal & General Group Plc57,537$277K0.0%-10.0%0.025%
2/13/2025 Federated Hermes Inc.1,075,000$5.17M0.0%-54.8%0.461%
2/13/2025 Russell Investments Group Ltd.1,511,025$7.27M0.0%+216,379.2%0.647%
2/13/2025 Wells Fargo & Company MN47,293$227K0.0%+22.2%0.020%
2/12/2025 Geode Capital Management LLC1,155,688$5.56M0.0%-3.9%0.495%
2/12/2025 Alliancebernstein L.P.64,940$312K0.0%-22.8%0.028%
2/12/2025 Clearbridge Investments LLC1,872,536$9.01M0.0%+0.6%0.802%
2/12/2025 Biondo Investment Advisors LLC71,000$342K0.0%+77.5%0.030%
2/12/2025 Heartland Advisors Inc.1,200,000$5.77M0.3%+26.3%0.514%
2/12/2025 JPMorgan Chase & Co.23,164$111K0.0%-95.3%0.010%
2/11/2025 EntryPoint Capital LLC35,369$170K0.1%+40.1%0.015%
2/11/2025 Corebridge Financial Inc.24,584$118K0.0%-9.9%0.011%
2/11/2025 Vanguard Group Inc.3,903,855$18.78M0.0%+17.9%1.672%
2/11/2025 KLP Kapitalforvaltning AS11,600$56K0.0%N/A0.005%
2/11/2025 Sei Investments Co.124,565$599K0.0%-3.2%0.053%
2/11/2025 Boston Partners3,796,424$18.27M0.0%N/A1.626%
2/11/2025Intech Investment Management LLC24,747$119K0.0%+52.4%0.011%
2/6/2025 Charles Schwab Investment Management Inc.443,473$2.13M0.0%-0.7%0.190%
2/4/2025 Bank of New York Mellon Corp123,592$594K0.0%-45.2%0.053%
2/4/2025 Black Diamond Financial LLC1,012,247$4.87M0.7%-29.1%0.434%
1/29/2025 Allspring Global Investments Holdings LLC4,213,968$20.40M0.0%-10.6%1.805%
1/29/2025 Catawba River Capital1,349,220$6.49M3.9%-0.4%0.578%
1/28/2025 Canvas Wealth Advisors LLC4,108,354$19.76M5.0%+8.0%1.760%
1/28/2025 Stoneridge Investment Partners LLC30,335$146K0.1%+22.0%0.013%
1/28/2025 Platform Technology Partners13,791$66K0.0%N/A0.006%
1/23/2025 R Squared Ltd8,190$39K0.0%N/A0.004%
1/22/2025 Register Financial Advisors LLC97,800$470K0.2%-29.5%0.042%
Gold Hits New Highs as Global Markets Spiral (Ad)

When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. Now… as new tariffs take effect, gold is breaking records again. You've hopefully already seen this in action… but gold is surpassing $3,000 per ounce for the first time EVER.

Go Here to Learn What's Happening and How to Prepare >>
1/17/2025 SG Americas Securities LLC31,523$152K0.0%+69.4%0.014%
12/26/2024 JPMorgan Chase & Co.492,411$1.70M0.0%+939.4%0.211%
11/19/2024 Barclays PLC84,526$291K0.0%+349.6%0.036%
11/16/2024 Geode Capital Management LLC1,202,892$4.15M0.0%-3.3%0.515%
11/15/2024 Barclays PLC84,526$291K0.0%+349.6%0.036%
11/15/2024 Jane Street Group LLC89,432$309K0.0%+4.9%0.038%
11/15/2024 Quadrature Capital Ltd18,891$65K0.0%-66.9%0.008%
11/15/2024 Portolan Capital Management LLC574,300$1.98M0.1%-51.6%0.246%
11/15/2024 Paloma Partners Management Co256,146$884K0.0%+17.5%0.110%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC109,626$378K0.0%+15.7%0.047%
(Data available from 1/1/2016 forward)

CTOS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CTOS shares?

During the previous two years, 103 institutional investors and hedge funds held shares of Custom Truck One Source. The most heavily invested institutionals were ECP ControlCo LLC ($78.34M), T. Rowe Price Investment Management Inc. ($32.60M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($22.39M), Vanguard Group Inc. ($18.78M), Allspring Global Investments Holdings LLC ($18.09M), Canvas Wealth Advisors LLC ($17.16M), and Boston Partners ($13.37M).Learn more on CTOS's institutional investors.

What percentage of Custom Truck One Source stock is owned by institutional investors?

90.07% of Custom Truck One Source stock is owned by institutional investors. Learn more on CTOS's institutional investor holdings.

Which institutional investors have been buying Custom Truck One Source stock?

Of the 82 institutional investors that purchased Custom Truck One Source stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: T. Rowe Price Investment Management Inc. ($4.11M), Boston Partners ($3.80M), Allspring Global Investments Holdings LLC ($3.33M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($1.90M), Russell Investments Group Ltd. ($1.51M), Canvas Wealth Advisors LLC ($1.41M), and Black Diamond Financial LLC ($1.31M).

How much institutional buying is happening at Custom Truck One Source?

Institutional investors have bought a total of 25,928,820 shares in the last 24 months. This purchase volume represents approximately $122.24M in transactions.

Which Custom Truck One Source major shareholders have been selling company stock?

Of the 49 institutional investors that sold Custom Truck One Source stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ECP ControlCo LLC ($7.10M), FMR LLC ($5.48M), Allspring Global Investments Holdings LLC ($1.48M), Black Diamond Financial LLC ($1.45M), Federated Hermes Inc. ($1.31M), Portolan Capital Management LLC ($760.33K), and Boston Partners ($627.72K).

How much institutional selling is happening at Custom Truck One Source?

Institutional investors have sold a total of 21,818,300 shares in the last 24 months. This volume of shares sold represents approximately $112.35M in transactions.



This page (NYSE:CTOS) was last updated on 5/21/2025 by MarketBeat.com Staff
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