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Custom Truck One Source (CTOS) Institutional Ownership

Custom Truck One Source logo
$5.84 -0.16 (-2.59%)
Closing price 03:59 PM Eastern
Extended Trading
$5.84 +0.01 (+0.17%)
As of 05:07 PM Eastern
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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)
$91.89M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$67.45M
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CTOS Institutional Buying and Selling by Quarter

Custom Truck One Source Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025 Envestnet Asset Management Inc.31,855$157K0.0%+9.5%0.014%
7/31/2025 R Squared Ltd11,935$59K0.0%N/A0.005%
7/30/2025 Black Diamond Financial LLC26,100$129K0.0%-89.7%0.012%
7/30/2025 Canvas Wealth Advisors LLC4,760,683$23.52M4.8%+6.5%2.110%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al66,037$326K0.0%N/A0.029%
7/28/2025 TD Asset Management Inc148,438$733K0.0%+1.8%0.066%
7/25/2025 Allspring Global Investments Holdings LLC4,295,487$21.05M0.0%-0.3%1.904%
7/22/2025 Sendero Wealth Management LLC390,797$1.93M0.2%+140.0%0.173%
7/18/2025 Truist Financial Corp15,000$74K0.0%N/A0.007%
7/16/2025 Register Financial Advisors LLC120,300$594K0.3%+9.1%0.053%
6/18/2025Voya Investment Management LLC14,632$62K0.0%-15.3%0.006%
5/16/2025Goldman Sachs Group Inc.529,589$2.24M0.0%+223.5%0.235%
5/16/2025Teza Capital Management LLC10,558$45K0.0%N/A0.005%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,305,702$22.39M0.1%+45.0%2.351%
5/16/2025AQR Capital Management LLC14,948$63K0.0%N/A0.007%
5/16/2025Alyeska Investment Group L.P.2,013,660$8.50M0.0%+2.9%0.892%
5/15/2025Cubist Systematic Strategies LLC16,877$71K0.0%N/A0.007%
5/14/2025MetLife Investment Management LLC16,812$71K0.0%-46.3%0.007%
5/14/2025Jump Financial LLC15,000$63K0.0%-72.2%0.007%
5/14/2025Biondo Investment Advisors LLC114,000$481K0.1%+60.6%0.051%
5/14/2025T. Rowe Price Investment Management Inc.7,724,424$32.60M0.0%+4.3%3.423%
5/14/2025EntryPoint Capital LLC17,172$72K0.0%-51.4%0.008%
5/14/2025Maven Securities LTD85,673$362K0.0%+114.2%0.038%
5/14/2025Fuller & Thaler Asset Management Inc.110,500$466K0.0%+3.6%0.049%
5/13/2025Sei Investments Co.129,520$547K0.0%+4.0%0.057%
5/13/2025Boston Partners3,168,709$13.37M0.0%-16.5%1.404%
5/13/2025Russell Investments Group Ltd.971,284$4.10M0.0%-35.7%0.430%
5/12/2025Nuveen LLC165,752$699K0.0%N/A0.073%
5/12/2025Invesco Ltd.110,816$468K0.0%+12.8%0.049%
5/12/2025Swiss National Bank135,700$573K0.0%+15.6%0.060%
5/9/2025Charles 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%
5/6/2025Cetera Investment Advisers58,343$246K0.0%+118.8%0.026%
5/1/2025Arizona 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%
4/29/2025Bank 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%
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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%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC114,050$549K0.0%+4.0%0.049%
2/17/2025Two Sigma Investments LP13,148$63K0.0%N/A0.006%
2/17/2025Two Sigma Advisers LP10,500$51K0.0%-81.7%0.004%
2/17/2025ProShare Advisors LLC13,925$67K0.0%N/A0.006%
2/17/2025Maven Securities LTD40,000$192K0.0%N/A0.017%
2/17/2025Millennium Management LLC73,250$352K0.0%+77.5%0.031%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,659,904$17.60M0.0%+7.5%1.568%
2/17/2025Janus Henderson Group PLC28,800$139K0.0%-45.8%0.012%
2/17/2025ECP ControlCo LLC16,287,270$78.34M30.2%-30.4%6.977%
2/17/2025Cetera Investment Advisers26,659$128K0.0%+160.7%0.011%
2/17/2025Bank of America Corp DE1,312,083$6.31M0.0%+111.6%0.562%
2/17/2025BNP Paribas Financial Markets6,032$29K0.0%N/A0.003%
2/17/2025Alyeska Investment Group L.P.1,957,030$9.41M0.0%-4.7%0.838%
2/14/2025Jane Street Group LLC12,278$59K0.0%-86.3%0.005%
2/14/2025Paloma Partners Management Co170,000$818K0.0%-33.6%0.073%
2/14/2025Northern Trust Corp452,416$2.18M0.0%-6.8%0.194%
2/14/2025The Manufacturers Life Insurance Company32,174$155K0.0%-10.0%0.014%
2/14/2025Gilder Gagnon Howe & Co. LLC932,349$4.49M0.0%-29.8%0.399%
2/14/2025Nebula Research & Development LLC50,015$241K0.0%+15.9%0.021%
2/14/2025Voya Investment Management LLC17,277$83K0.0%-15.8%0.007%
2/14/2025Fuller & Thaler Asset Management Inc.106,700$513K0.0%-1.9%0.046%
2/14/2025Price T Rowe Associates Inc. MD19,394$94K0.0%+18.3%0.008%
2/14/2025T. Rowe Price Investment Management Inc.7,407,782$35.63M0.0%+105.1%3.173%
2/14/2025MetLife Investment Management LLC31,301$151K0.0%+160.6%0.013%
2/14/2025Dimensional Fund Advisors LP2,778,062$13.36M0.0%+2.7%1.190%
2/14/2025First Trust Advisors LP964,571$4.64M0.0%+36.8%0.413%
2/13/2025Marshall Wace LLP57,843$278K0.0%N/A0.025%
2/13/2025Jump Financial LLC54,000$260K0.0%N/A0.023%
2/13/2025Portolan Capital Management LLC1,451,573$6.98M0.5%+152.8%0.622%
2/13/2025Mariner LLC65,135$313K0.0%-20.6%0.028%
2/13/2025Barclays PLC89,436$430K0.0%+5.8%0.038%
2/13/2025Kennedy Capital Management LLC403,596$1.94M0.0%-37.6%0.173%
2/13/2025Legal & General Group Plc57,537$277K0.0%-10.0%0.025%
2/13/2025Federated Hermes Inc.1,075,000$5.17M0.0%-54.8%0.461%
2/13/2025Russell Investments Group Ltd.1,511,025$7.27M0.0%+216,379.2%0.647%
2/13/2025Wells Fargo & Company MN47,293$227K0.0%+22.2%0.020%
2/12/2025Geode Capital Management LLC1,155,688$5.56M0.0%-3.9%0.495%
2/12/2025Alliancebernstein L.P.64,940$312K0.0%-22.8%0.028%
2/12/2025Clearbridge Investments LLC1,872,536$9.01M0.0%+0.6%0.802%
2/12/2025Biondo Investment Advisors LLC71,000$342K0.0%+77.5%0.030%
2/12/2025Heartland Advisors Inc.1,200,000$5.77M0.3%+26.3%0.514%
2/12/2025JPMorgan Chase & Co.23,164$111K0.0%-95.3%0.010%
2/11/2025EntryPoint Capital LLC35,369$170K0.1%+40.1%0.015%
2/11/2025Corebridge Financial Inc.24,584$118K0.0%-9.9%0.011%
2/11/2025Vanguard Group Inc.3,903,855$18.78M0.0%+17.9%1.672%
2/11/2025 KLP Kapitalforvaltning AS11,600$56K0.0%N/A0.005%
2/11/2025Sei Investments Co.124,565$599K0.0%-3.2%0.053%
2/11/2025Boston Partners3,796,424$18.27M0.0%N/A1.626%
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2/11/2025Intech Investment Management LLC24,747$119K0.0%+52.4%0.011%
2/6/2025Charles Schwab Investment Management Inc.443,473$2.13M0.0%-0.7%0.190%
2/4/2025Bank 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%
1/28/2025Stoneridge Investment Partners LLC30,335$146K0.1%+22.0%0.013%
1/28/2025Platform Technology Partners13,791$66K0.0%N/A0.006%
1/23/2025 R Squared Ltd8,190$39K0.0%N/A0.004%
(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, 104 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), Canvas Wealth Advisors LLC ($23.52M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($22.39M), Allspring Global Investments Holdings LLC ($21.05M), Vanguard Group Inc. ($18.78M), and Boston Partners ($13.37M).Learn more on Custom Truck One Source's institutional investors.

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

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

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

Of the 85 institutional investors that purchased Custom Truck One Source's 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), Black Diamond Financial LLC ($1.31M), and Canvas Wealth Advisors LLC ($1.19M).

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

Institutional investors have bought a total of 20,196,314 shares in the last 24 months. This purchase volume represents approximately $91.89M in transactions.

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

Of the 37 institutional investors that sold Custom Truck One Source's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ECP ControlCo LLC ($7.10M), Black Diamond Financial LLC ($1.40M), Federated Hermes Inc. ($1.31M), Allspring Global Investments Holdings LLC ($732.38K), Boston Partners ($627.72K), Portolan Capital Management LLC ($612.08K), and Russell Investments Group Ltd. ($539.74K).

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

Institutional investors have sold a total of 14,596,284 shares in the last 24 months. This volume of shares sold represents approximately $67.45M in transactions.


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This page (NYSE:CTOS) was last updated on 8/6/2025 by MarketBeat.com Staff
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