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Custom Truck One Source (CTOS) Institutional Ownership

Custom Truck One Source logo
$9.79 +0.31 (+3.31%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$9.65 -0.15 (-1.48%)
As of 10/2/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
79
Total
Institutional Inflows
(last 12 months)
$99.83M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$66.67M
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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
9/9/2026Tidal Investments LLC83,602$987K0.0%N/A0.037%
9/9/2026Integrated Wealth Concepts LLC2,370$28K0.0%N/A0.001%
9/9/2026Squarepoint Ops LLC11,342$134K0.0%-75.6%0.005%
9/8/2026Arizona State Retirement System17,197$203K0.0%-8.0%0.008%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al66,987$791K0.0%N/A0.029%
8/22/2026Sapient Capital LLC31,940$377K0.0%-75.0%0.014%
8/6/2026Bank of New York Mellon Corp155,990$1.84M0.0%N/A0.069%
7/10/2026Canvas Wealth Advisors LLC5,982,649$70.66M9.9%-14.8%2.640%
7/9/2026Sapient Capital LLC31,940$377K0.0%-75.0%0.014%
5/19/2026Bank of America Corp DE1,195,836$7.86M0.0%-19.2%0.528%
5/18/2026Royal Bank of Canada15,797$104K0.0%-14.3%0.007%
5/18/2026Empowered Funds LLC810,115$5.32M0.0%+9.9%0.357%
5/16/2026Quantinno Capital Management LP19,628$129K0.0%+27.0%0.009%
5/16/2026Lazard Asset Management LLC19,051$125K0.0%N/A0.008%
5/15/2026Entropy Technologies LP16,875$111K0.0%N/A0.007%
5/14/2026Renaissance Technologies LLC31,656$208K0.0%N/A0.014%
5/14/2026GC Wealth Management RIA LLC21,282$140K0.0%-12.6%0.009%
5/14/2026Arrowstreet Capital Limited Partnership1,056,550$6.94M0.0%+154.9%0.466%
5/14/2026Sei Investments Co.227,568$1.50M0.0%+35.7%0.100%
5/13/2026Cetera Investment Advisers39,029$256K0.0%-15.9%0.017%
5/13/2026First Trust Advisors LP1,301,351$8.55M0.0%+6.4%0.574%
5/7/2026Dimensional Fund Advisors LP5,602,838$36.81M0.0%+15.3%2.472%
5/7/2026Heartland Advisors Inc.1,000,000$6.57M0.3%+42.9%0.441%
5/6/2026Allspring Global Investments Holdings LLC3,914,133$25.91M0.0%-6.8%1.727%
5/5/2026Bank of New York Mellon Corp156,242$1.03M0.0%-3.3%0.069%
4/29/2026R Squared Ltd18,894$124K0.1%+14.2%0.008%
4/29/2026Canvas Wealth Advisors LLC7,019,526$46.12M7.8%-0.4%3.097%
4/25/2026Strs Ohio92,200$606K0.0%-2.2%0.041%
4/16/2026SG Americas Securities LLC24,952$164K0.0%-43.7%0.011%
2/19/2026T. Rowe Price Investment Management Inc.566,132$3.26M0.0%-75.6%0.250%
2/19/2026Invesco Ltd.236,927$1.37M0.0%+9.0%0.105%
2/18/2026Empowered Funds LLC737,180$4.25M0.0%+130.1%0.325%
2/18/2026nVerses Capital LLC40,206$232K0.5%N/A0.018%
2/18/2026Private Capital Management LLC327,500$1.89M0.2%-0.8%0.145%
2/18/2026Oxford Asset Management LLP23,972$138K0.1%N/A0.011%
2/18/2026Millennium Management LLC317,801$1.83M0.0%N/A0.140%
2/18/2026Engineers Gate Manager LP38,626$222K0.0%N/A0.017%
2/18/2026Balyasny Asset Management L.P.27,817$160K0.0%N/A0.012%
2/18/2026Boothbay Fund Management LLC12,897$74K0.0%N/A0.006%
2/18/2026Bridgeway Capital Management LLC772,180$4.45M0.1%+117.3%0.341%
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2/18/2026Aristeia Capital L.L.C.42,191$243K0.0%-45.4%0.019%
2/17/2026AQR Capital Management LLC168,982$973K0.0%+49.1%0.075%
2/17/2026Abel Hall LLC15,864$91K0.0%N/A0.007%
2/17/2026Cetera Investment Advisers46,381$267K0.0%-22.6%0.020%
2/17/2026EFG International AG369,965$2.13M0.0%N/A0.163%
2/17/2026Sandler Capital Management187,296$1.08M0.4%-15.4%0.083%
2/17/2026Olympiad Research LP18,962$109K0.3%N/A0.008%
2/17/2026Trexquant Investment LP319,530$1.84M0.0%N/A0.141%
2/17/2026Jump Financial LLC56,316$324K0.0%+19.2%0.025%
2/17/2026Price T Rowe Associates Inc. MD36,695$212K0.0%+15.4%0.016%
2/17/2026T. Rowe Price Investment Management Inc.322,704$1.86M0.0%-86.1%0.142%
2/17/2026Russell Investments Group Ltd.939,076$5.41M0.0%-13.7%0.414%
2/17/2026ExodusPoint Capital Management LP55,498$320K0.0%N/A0.024%
2/17/2026Royal Bank of Canada18,435$106K0.0%-76.6%0.008%
2/17/2026Graham Capital Management L.P.54,949$317K0.0%+131.3%0.024%
2/16/2026Squarepoint Ops LLC246,352$1.42M0.0%N/A0.109%
2/16/2026Verition Fund Management LLC62,996$363K0.0%-35.8%0.028%
2/16/2026Mariner LLC138,558$798K0.0%-2.2%0.061%
2/16/2026Barclays PLC93,975$541K0.0%+10.7%0.041%
2/13/2026The Manufacturers Life Insurance Company 34,938$201K0.0%-6.0%0.015%
2/13/2026First Trust Advisors LP1,222,875$7.04M0.0%+221.9%0.540%
2/13/2026Alyeska Investment Group L.P.2,500,229$14.40M0.0%+42.9%1.104%
2/13/2026Police & Firemen s Retirement System of New Jersey14,209$82K0.0%-27.4%0.006%
2/13/2026State Street Corp1,354,815$7.80M0.0%+6.4%0.598%
2/13/2026Boston Partners3,793,597$21.86M0.0%-30.7%1.674%
2/13/2026Dynamic Technology Lab Private Ltd11,630$67K0.0%N/A0.005%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC177,869$1.03M0.0%-11.7%0.079%
2/13/2026Wells Fargo & Company MN84,842$489K0.0%+46.2%0.037%
2/12/2026Jane Street Group LLC345,009$1.99M0.0%+1,280.0%0.152%
2/12/2026MetLife Investment Management LLC24,782$143K0.0%-29.6%0.011%
2/12/2026Dimensional Fund Advisors LP4,860,981$28M0.0%+10.6%2.146%
2/12/2026Counterpoint Mutual Funds LLC51,305$296K0.0%N/A0.023%
2/12/2026EntryPoint Capital LLC92,094$530K0.2%N/A0.041%
2/12/2026Swiss National Bank134,100$772K0.0%+3.7%0.059%
2/11/2026Empowered Funds LLC737,180$4.25M0.0%+130.1%0.325%
2/11/2026LPL Financial LLC65,546$378K0.0%+7.6%0.029%
2/11/2026Clearbridge Investments LLC1,445,138$8.32M0.0%-7.6%0.638%
2/11/2026Los Angeles Capital Management LLC28,726$168K0.0%-63.2%0.013%
2/11/2026Parallel Advisors LLC4,804$28K0.0%N/A0.002%
2/10/2026Goldman Sachs Group Inc.369,226$2.13M0.0%+33.2%0.163%
2/9/2026Geode Capital Management LLC1,439,148$8.29M0.0%+2.2%0.635%
2/4/2026VIRGINIA RETIREMENT SYSTEMS ET Al63,687$367K0.0%-2.4%0.028%
2/4/2026First Eagle Investment Management LLC777,936$4.48M0.0%+0.5%0.343%
2/2/2026Strs Ohio94,300$543K0.0%+5.5%0.042%
1/30/2026GC Wealth Management RIA LLC24,360$140K0.0%+62.4%0.011%
1/30/2026M&T Bank Corp30,231$174K0.0%+15.3%0.013%
1/28/2026M&T Bank Corp938,098$5.40M0.0%+3,477.5%0.414%
1/27/2026Zurcher Kantonalbank Zurich Cantonalbank42,749$246K0.0%+228.6%0.019%
1/21/2026Oak Thistle LLC10,065$58K0.0%N/A0.004%
1/21/2026Register Financial Advisors LLC173,200$998K0.4%+3.5%0.076%
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1/15/2026Allspring Global Investments Holdings LLC4,201,414$24.37M0.0%-4.3%1.854%
1/12/2026Canvas Wealth Advisors LLC7,050,221$40.61M6.9%+48.5%3.112%
1/9/2026SG Americas Securities LLC44,358$256K0.0%+24.4%0.020%
1/1/2026JPMorgan Chase & Co.25,645$165K0.0%-12.8%0.011%
11/17/2025Alyeska Investment Group L.P.1,750,229$11.24M0.0%-14.5%0.773%
11/17/2025Voleon Capital Management LP267,539$1.72M0.0%N/A0.118%
11/17/2025Verition Fund Management LLC98,120$630K0.0%N/A0.043%
11/17/2025Susquehanna International Group LLP35,671$229K0.0%-73.7%0.016%
11/17/2025Sandler Capital Management221,289$1.42M0.4%N/A0.098%
11/17/2025Private Capital Management LLC330,000$2.12M0.2%N/A0.146%


CTOS Institutional Ownership - Frequently Asked Questions

During the previous two years, 132 institutional investors and hedge funds held shares of Custom Truck One Source. The most heavily invested institutionals were ECP ControlCo LLC ($78.34M), Canvas Wealth Advisors LLC ($70.66M), Dimensional Fund Advisors LP ($36.81M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($34.09M), Allspring Global Investments Holdings LLC ($25.91M), Boston Partners ($21.86M), and Vanguard Group Inc. ($21.03M).Learn more on Custom Truck One Source's institutional investors.

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

Of the 115 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: Boston Partners ($6.72M), T. Rowe Price Investment Management Inc. ($4.11M), Canvas Wealth Advisors LLC ($3.26M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($2.01M), Russell Investments Group Ltd. ($1.63M), Dimensional Fund Advisors LP ($1.62M), and Portolan Capital Management LLC ($1.53M).

Institutional investors have bought a total of 16,178,965 shares in the last 24 months. This purchase volume represents approximately $99.83M in transactions.

Of the 38 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: T. Rowe Price Investment Management Inc. ($3.74M), Boston Partners ($1.68M), Canvas Wealth Advisors LLC ($1.08M), Allspring Global Investments Holdings LLC ($475.22K), Heartland Advisors Inc. ($423.39K), UBS Group AG ($421.47K), and GSA Capital Partners LLP ($398.76K).

Institutional investors have sold a total of 9,951,309 shares in the last 24 months. This volume of shares sold represents approximately $66.67M in transactions.


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Institutional ownership data for NYSE:CTOS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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