Custom Truck One Source (CTOS) Institutional Ownership

$9.79 -0.03 (-0.31%)

As of 08/21/2026 03:58 PM Eastern

Current Institutional Ownership Percentage: 90.07%
Number of Institutional Buyers (last 12 months): 76
Total Institutional Inflows (last 12 months): $98.02M

Number of Institutional Sellers (last 12 months): 36
Total Institutional Outflows (last 12 months): $66.24M

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CTOS Institutional Buying and Selling by Quarter

Custom Truck One Source Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/22/2026	Sapient Capital LLC	31,940	$377K	0.0%	-75.0%	0.014%
8/6/2026	Bank of New York Mellon Corp	155,990	$1.84M	0.0%	N/A	0.069%
7/10/2026	Canvas Wealth Advisors LLC	5,982,649	$70.66M	9.9%	-14.8%	2.640%
7/9/2026	Sapient Capital LLC	31,940	$377K	0.0%	-75.0%	0.014%
5/19/2026	Bank of America Corp DE	1,195,836	$7.86M	0.0%	-19.2%	0.528%
5/18/2026	Royal Bank of Canada	15,797	$104K	0.0%	-14.3%	0.007%
5/18/2026	Empowered Funds LLC	810,115	$5.32M	0.0%	+9.9%	0.357%
5/16/2026	Quantinno Capital Management LP	19,628	$129K	0.0%	+27.0%	0.009%
5/16/2026	Lazard Asset Management LLC	19,051	$125K	0.0%	N/A	0.008%
5/15/2026	Entropy Technologies LP	16,875	$111K	0.0%	N/A	0.007%
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5/14/2026	Renaissance Technologies LLC	31,656	$208K	0.0%	N/A	0.014%
5/14/2026	GC Wealth Management RIA LLC	21,282	$140K	0.0%	-12.6%	0.009%
5/14/2026	Arrowstreet Capital Limited Partnership	1,056,550	$6.94M	0.0%	+154.9%	0.466%
5/14/2026	Sei Investments Co.	227,568	$1.50M	0.0%	+35.7%	0.100%
5/13/2026	Cetera Investment Advisers	39,029	$256K	0.0%	-15.9%	0.017%
5/13/2026	First Trust Advisors LP	1,301,351	$8.55M	0.0%	+6.4%	0.574%
5/7/2026	Dimensional Fund Advisors LP	5,602,838	$36.81M	0.0%	+15.3%	2.472%
5/7/2026	Heartland Advisors Inc.	1,000,000	$6.57M	0.3%	+42.9%	0.441%
5/6/2026	Allspring Global Investments Holdings LLC	3,914,133	$25.91M	0.0%	-6.8%	1.727%
5/5/2026	Bank of New York Mellon Corp	156,242	$1.03M	0.0%	-3.3%	0.069%
4/29/2026	R Squared Ltd	18,894	$124K	0.1%	+14.2%	0.008%
4/29/2026	Canvas Wealth Advisors LLC	7,019,526	$46.12M	7.8%	-0.4%	3.097%
4/25/2026	Strs Ohio	92,200	$606K	0.0%	-2.2%	0.041%
4/16/2026	SG Americas Securities LLC	24,952	$164K	0.0%	-43.7%	0.011%
2/19/2026	T. Rowe Price Investment Management Inc.	566,132	$3.26M	0.0%	-75.6%	0.250%
2/19/2026	Invesco Ltd.	236,927	$1.37M	0.0%	+9.0%	0.105%
2/18/2026	Empowered Funds LLC	737,180	$4.25M	0.0%	+130.1%	0.325%
2/18/2026	nVerses Capital LLC	40,206	$232K	0.5%	N/A	0.018%
2/18/2026	Private Capital Management LLC	327,500	$1.89M	0.2%	-0.8%	0.145%
2/18/2026	Oxford Asset Management LLP	23,972	$138K	0.1%	N/A	0.011%
2/18/2026	Millennium Management LLC	317,801	$1.83M	0.0%	N/A	0.140%
2/18/2026	Engineers Gate Manager LP	38,626	$222K	0.0%	N/A	0.017%
2/18/2026	Balyasny Asset Management L.P.	27,817	$160K	0.0%	N/A	0.012%
2/18/2026	Boothbay Fund Management LLC	12,897	$74K	0.0%	N/A	0.006%
2/18/2026	Bridgeway Capital Management LLC	772,180	$4.45M	0.1%	+117.3%	0.341%
2/18/2026	Aristeia Capital L.L.C.	42,191	$243K	0.0%	-45.4%	0.019%
2/17/2026	AQR Capital Management LLC	168,982	$973K	0.0%	+49.1%	0.075%
2/17/2026	Abel Hall LLC	15,864	$91K	0.0%	N/A	0.007%
2/17/2026	Cetera Investment Advisers	46,381	$267K	0.0%	-22.6%	0.020%
2/17/2026	EFG International AG	369,965	$2.13M	0.0%	N/A	0.163%
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2/17/2026	Sandler Capital Management	187,296	$1.08M	0.4%	-15.4%	0.083%
2/17/2026	Olympiad Research LP	18,962	$109K	0.3%	N/A	0.008%
2/17/2026	Trexquant Investment LP	319,530	$1.84M	0.0%	N/A	0.141%
2/17/2026	Jump Financial LLC	56,316	$324K	0.0%	+19.2%	0.025%
2/17/2026	Price T Rowe Associates Inc. MD	36,695	$212K	0.0%	+15.4%	0.016%
2/17/2026	T. Rowe Price Investment Management Inc.	322,704	$1.86M	0.0%	-86.1%	0.142%
2/17/2026	Russell Investments Group Ltd.	939,076	$5.41M	0.0%	-13.7%	0.414%
2/17/2026	ExodusPoint Capital Management LP	55,498	$320K	0.0%	N/A	0.024%
2/17/2026	Royal Bank of Canada	18,435	$106K	0.0%	-76.6%	0.008%
2/17/2026	Graham Capital Management L.P.	54,949	$317K	0.0%	+131.3%	0.024%
2/16/2026	Squarepoint Ops LLC	246,352	$1.42M	0.0%	N/A	0.109%
2/16/2026	Verition Fund Management LLC	62,996	$363K	0.0%	-35.8%	0.028%
2/16/2026	Mariner LLC	138,558	$798K	0.0%	-2.2%	0.061%
2/16/2026	Barclays PLC	93,975	$541K	0.0%	+10.7%	0.041%
2/13/2026	The Manufacturers Life Insurance Company	34,938	$201K	0.0%	-6.0%	0.015%
2/13/2026	First Trust Advisors LP	1,222,875	$7.04M	0.0%	+221.9%	0.540%
2/13/2026	Alyeska Investment Group L.P.	2,500,229	$14.40M	0.0%	+42.9%	1.104%
2/13/2026	Police & Firemen s Retirement System of New Jersey	14,209	$82K	0.0%	-27.4%	0.006%
2/13/2026	State Street Corp	1,354,815	$7.80M	0.0%	+6.4%	0.598%
2/13/2026	Boston Partners	3,793,597	$21.86M	0.0%	-30.7%	1.674%
2/13/2026	Dynamic Technology Lab Private Ltd	11,630	$67K	0.0%	N/A	0.005%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	177,869	$1.03M	0.0%	-11.7%	0.079%
2/13/2026	Wells Fargo & Company MN	84,842	$489K	0.0%	+46.2%	0.037%
2/12/2026	Jane Street Group LLC	345,009	$1.99M	0.0%	+1,280.0%	0.152%
2/12/2026	MetLife Investment Management LLC	24,782	$143K	0.0%	-29.6%	0.011%
2/12/2026	Dimensional Fund Advisors LP	4,860,981	$28M	0.0%	+10.6%	2.146%
2/12/2026	Counterpoint Mutual Funds LLC	51,305	$296K	0.0%	N/A	0.023%
2/12/2026	EntryPoint Capital LLC	92,094	$530K	0.2%	N/A	0.041%
2/12/2026	Swiss National Bank	134,100	$772K	0.0%	+3.7%	0.059%
2/11/2026	Empowered Funds LLC	737,180	$4.25M	0.0%	+130.1%	0.325%
2/11/2026	LPL Financial LLC	65,546	$378K	0.0%	+7.6%	0.029%
2/11/2026	Clearbridge Investments LLC	1,445,138	$8.32M	0.0%	-7.6%	0.638%
2/11/2026	Los Angeles Capital Management LLC	28,726	$168K	0.0%	-63.2%	0.013%
2/11/2026	Parallel Advisors LLC	4,804	$28K	0.0%	N/A	0.002%
2/10/2026	Goldman Sachs Group Inc.	369,226	$2.13M	0.0%	+33.2%	0.163%
2/9/2026	Geode Capital Management LLC	1,439,148	$8.29M	0.0%	+2.2%	0.635%
2/4/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	63,687	$367K	0.0%	-2.4%	0.028%
2/4/2026	First Eagle Investment Management LLC	777,936	$4.48M	0.0%	+0.5%	0.343%
2/2/2026	Strs Ohio	94,300	$543K	0.0%	+5.5%	0.042%
1/30/2026	GC Wealth Management RIA LLC	24,360	$140K	0.0%	+62.4%	0.011%
1/30/2026	M&T Bank Corp	30,231	$174K	0.0%	+15.3%	0.013%
1/28/2026	M&T Bank Corp	938,098	$5.40M	0.0%	+3,477.5%	0.414%
1/27/2026	Zurcher Kantonalbank Zurich Cantonalbank	42,749	$246K	0.0%	+228.6%	0.019%
1/21/2026	Oak Thistle LLC	10,065	$58K	0.0%	N/A	0.004%
1/21/2026	Register Financial Advisors LLC	173,200	$998K	0.4%	+3.5%	0.076%
1/15/2026	Allspring Global Investments Holdings LLC	4,201,414	$24.37M	0.0%	-4.3%	1.854%
1/12/2026	Canvas Wealth Advisors LLC	7,050,221	$40.61M	6.9%	+48.5%	3.112%
1/9/2026	SG Americas Securities LLC	44,358	$256K	0.0%	+24.4%	0.020%
1/1/2026	JPMorgan Chase & Co.	25,645	$165K	0.0%	-12.8%	0.011%
11/17/2025	Alyeska Investment Group L.P.	1,750,229	$11.24M	0.0%	-14.5%	0.773%
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11/17/2025	Voleon Capital Management LP	267,539	$1.72M	0.0%	N/A	0.118%
11/17/2025	Verition Fund Management LLC	98,120	$630K	0.0%	N/A	0.043%
11/17/2025	Susquehanna International Group LLP	35,671	$229K	0.0%	-73.7%	0.016%
11/17/2025	Sandler Capital Management	221,289	$1.42M	0.4%	N/A	0.098%
11/17/2025	Private Capital Management LLC	330,000	$2.12M	0.2%	N/A	0.146%
11/17/2025	Mariner LLC	141,691	$910K	0.0%	+27.2%	0.063%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	5,310,114	$34.09M	0.1%	+2.2%	2.344%
11/17/2025	Citadel Advisors LLC	427,002	$2.74M	0.0%	+1,997.2%	0.188%
11/17/2025	Bank of America Corp DE	1,794,530	$11.52M	0.0%	+32.6%	0.792%
11/17/2025	Aquatic Capital Management LLC	13,037	$84K	0.0%	N/A	0.006%

CTOS Institutional Ownership - Frequently Asked Questions

During the previous two years, 130 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 113 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 16,026,006 shares in the last 24 months. This purchase volume represents approximately $98.02M in transactions.

Of the 36 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 9,914,752 shares in the last 24 months. This volume of shares sold represents approximately $66.24M 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 8/22/2026. New 13F filings are added each quarter as they're published.

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Custom Truck One Source (CTOS) Institutional Ownership

CTOS Institutional Buying and Selling by Quarter

Custom Truck One Source Major Shareholders & Ownership History

CTOS Institutional Ownership - Frequently Asked Questions

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Custom Truck One Source (CTOS) Institutional Ownership

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

CTOS Institutional Buying and Selling by Quarter

Custom Truck One Source Major Shareholders & Ownership History

CTOS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CTOS shares?

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

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

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

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

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

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