Free Trial
→ Iran broke the petrodollar… (From Golden Portfolio) (Ad)tc pixel Free CTOS Stock Alerts

Custom Truck One Source (CTOS) Institutional Ownership

Custom Truck One Source logo
$9.88 +0.04 (+0.36%)
As of 12:51 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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)
89
Total
Institutional Inflows
(last 12 months)
$124.80M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$58.00M
Get CTOS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Custom Truck One Source stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CTOS Institutional Buying and Selling by Quarter

Custom Truck One Source Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2026 Dimensional Fund Advisors LP5,602,838$36.81M0.0%+15.3%2.472%
5/7/2026 Heartland Advisors Inc.1,000,000$6.57M0.3%+42.9%0.441%
5/6/2026 Allspring Global Investments Holdings LLC3,914,133$25.91M0.0%-6.8%1.727%
5/5/2026 Bank of New York Mellon Corp156,242$1.03M0.0%-3.3%0.069%
4/29/2026 R Squared Ltd18,894$124K0.1%+14.2%0.008%
4/29/2026 Canvas Wealth Advisors LLC7,019,526$46.12M7.8%-0.4%3.097%
4/25/2026 Strs Ohio92,200$606K0.0%-2.2%0.041%
4/16/2026 SG 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%
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%
2/17/2026 Abel 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%
2/17/2026 Russell 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%
2/13/2026 Police & 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%
2/12/2026 Dimensional Fund Advisors LP4,860,981$28M0.0%+10.6%2.146%
2/12/2026 Counterpoint Mutual Funds LLC51,305$296K0.0%N/A0.023%
2/12/2026EntryPoint Capital LLC92,094$530K0.2%N/A0.041%
2/12/2026 Swiss National Bank134,100$772K0.0%+3.7%0.059%
2/11/2026Empowered Funds LLC737,180$4.25M0.0%+130.1%0.325%
2/11/2026 LPL Financial LLC65,546$378K0.0%+7.6%0.029%
2/11/2026Clearbridge Investments LLC1,445,138$8.32M0.0%-7.6%0.638%
2/11/2026 Los Angeles Capital Management LLC28,726$168K0.0%-63.2%0.013%
2/11/2026 Parallel 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%
2/2/2026 Strs 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%
1/21/2026 Oak Thistle LLC10,065$58K0.0%N/A0.004%
1/21/2026 Register Financial Advisors LLC173,200$998K0.4%+3.5%0.076%
1/15/2026 Allspring Global Investments Holdings LLC4,201,414$24.37M0.0%-4.3%1.854%
1/12/2026 Canvas Wealth Advisors LLC7,050,221$40.61M6.9%+48.5%3.112%
1/9/2026 SG 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%
11/17/2025Mariner LLC141,691$910K0.0%+27.2%0.063%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,310,114$34.09M0.1%+2.2%2.344%
11/17/2025Citadel Advisors LLC427,002$2.74M0.0%+1,997.2%0.188%
11/17/2025Bank of America Corp DE1,794,530$11.52M0.0%+32.6%0.792%
11/17/2025Aquatic Capital Management LLC13,037$84K0.0%N/A0.006%
11/17/2025Alliancebernstein L.P.90,770$583K0.0%+7.5%0.040%
11/14/2025California State Teachers Retirement System62,005$398K0.0%-41.8%0.027%
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC201,333$1.29M0.0%-22.4%0.089%
11/14/2025Bridgeway Capital Management LLC355,347$2.28M0.0%+166.7%0.157%
11/14/2025Portolan Capital Management LLC649,076$4.17M0.2%N/A0.286%
11/13/2025Boston Partners5,475,307$35.15M0.0%+0.8%2.417%
11/13/2025Kennedy Capital Management LLC304,445$1.96M0.0%+20.8%0.134%
11/13/2025Arrowstreet Capital Limited Partnership281,716$1.81M0.0%N/A0.124%
11/13/2025Sei Investments Co.135,302$869K0.0%+10.5%0.060%
11/13/2025 UBS Group AG142,719$916K0.0%-74.7%0.063%
11/13/2025BNP Paribas Financial Markets52,431$337K0.0%+794.9%0.023%
11/13/2025 Legal & General Group Plc60,973$391K0.0%+4.6%0.027%
11/13/2025 Russell Investments Group Ltd.1,088,517$6.99M0.0%+2.8%0.480%
11/13/2025First Trust Advisors LP379,911$2.44M0.0%-20.5%0.168%
11/12/2025 Dimensional Fund Advisors LP4,396,162$28.22M0.0%+8.3%1.940%
11/12/2025First Eagle Investment Management LLC774,436$4.97M0.0%+38.7%0.342%


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 ($46.12M), 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), Allspring Global Investments Holdings LLC ($3.42M), Canvas Wealth Advisors LLC ($3.26M), Dimensional Fund Advisors LP ($2.03M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($2.01M), and Russell Investments Group Ltd. ($1.63M).

Institutional investors have bought a total of 22,313,053 shares in the last 24 months. This purchase volume represents approximately $124.80M in transactions.

Of the 42 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 ($2.31M), Russell Investments Group Ltd. ($689.18K), Allspring Global Investments Holdings LLC ($486.79K), Heartland Advisors Inc. ($423.39K), UBS Group AG ($421.47K), and GSA Capital Partners LLP ($398.76K).

Institutional investors have sold a total of 10,230,265 shares in the last 24 months. This volume of shares sold represents approximately $58.00M in transactions.


Related Companies

This page (NYSE:CTOS) was last updated on 5/12/2026 by MarketBeat.com Staff.
From Our Partners
BSEM: From OTC to Nasdaq Contender!
BioStem Technologies (OTC: BSEM) has posted seven consecutive profitable quarters and just released audited fi...
Huge Alerts | Sponsoredtc pixel
Yale just did the math (you owe Washington $1,500)
The Yale Budget Lab calculated that current U.S. trade policy is costing the average American household betwee...
Priority Gold | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Is $24 trillion about to move?
Bloomberg reports that S-P Dow Jones Indices is considering rule changes that could fast-track SpaceX into the...
The Oxford Club | Sponsoredtc pixel
SpaceX Launches Strange 'Dark Energy' Across America
SpaceX is deploying a newly permitted energy technology - one that analyst Joel Litman calls 'Dark Energy' - t...
Altimetry | Sponsoredtc pixel
Read this or regret it forever
Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” P...
Porter & Company | Sponsoredtc pixel
Iran broke the petrodollar…
For 50 years, every barrel of oil settled in dollars - that rule is what made the dollar the world's reserve c...
Golden Portfolio | Sponsoredtc pixel