Custom Truck One Source CTOS Institutional Ownership

NYSE CTOS

$9.20 +0.00 (+0.00%)

As of: Aug 31, 2026 · 3:59 PM EDT

Institutions by Trading Activity

184 Institutions

Increased 110 59.8%

Unchanged 16 8.7%

Reduced 58 31.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

97.96%

▲+0.99 pp QoQ

Shares Held by Institutions

222.79Mn

of 227.43Mn outstanding

▲+2.13% QoQ

Shares Outstanding

227.43Mn

4.65Mn held outside 13F filers

Institutional Investors

184

filed 13F for Jun 2026

▲+11 vs prior quarter

Net Shares Added (QoQ)

+4.64Mn

accumulated since last quarter

Value of Holdings

$2.05Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Custom Truck One Source, Inc. (NYSE:CTOS) has 168 institutional investors with active 13F positions as of March 2026.

Collectively, these holders controlled 96.9% of Custom Truck One Source's outstanding shares in March 2026, up from 96.1% in December 2025.
They increased total shares held in CTOS by 3.47% quarter over quarter, and investors in Custom Truck One Source increased 17.48% from a year ago.
During the quarter, 101 of these 168 funds increased positions in CTOS, 46 reduced exposure, and 21 held steady.
The aggregate institutional position in Custom Truck One Source amounted to 219.62Mn shares as of March 2026, up by 7.37Mn shares quarter on quarter, and down 152.64Mn shares year over year.
Platinum Equity Advisors, LLC/DE holds the largest position in CTOS at 156.74Mn shares as of March 31, 2026, or 69.16% of shares outstanding.
The biggest buyers of Custom Truck One Source for the quarter ending March 2026 included VANGUARD CAPITAL MANAGEMENT LLC (2.53Mn), First Eagle Investment Management, LLC (753.71K), Jpmorgan Chase & Co (744.87K), DIMENSIONAL FUND ADVISORS LP (741.86K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (642.11K).
Leading sellers of Custom Truck One Source shares for the quarter ending March 2026 were Boston Partners (1.78Mn), M&T Bank Corp (940.31K), Empowered Funds, LLC (664.24K), Russell Investments Group, Ltd. (396.21K), Allspring Global Investments Holdings, LLC (287.28K).
According to Business Quant data, leading holders of CTOS for March 2026 are Platinum Equity Advisors, LLC/DE (156.74Mn), Canvas Wealth Advisors, LLC (7.02Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (5.67Mn), DIMENSIONAL FUND ADVISORS LP (5.6Mn), BlackRock, Inc. (4.25Mn), Allspring Global Investments Holdings, LLC (3.91Mn), Alyeska Investment Group, L.P. (2.83Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.53Mn), Boston Partners (2.02Mn), First Eagle Investment Management, LLC (1.53Mn).

Form 13F Holdings

184 Institutional Holders

Report period 30 Jun, 2026

Total shares held 222.79Mn

Of outstanding 97.96%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Platinum Equity Advisors, LLC/DE	0001803274	156,743,635	68.92%	0	0.00%	$1.85Bn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	6,172,555	2.71%	▲569,717	+10.17%	$72.90Mn
3	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0001705339	6,156,876	2.71%	▲481,958	+8.49%	$72.71Mn
4	Canvas Wealth Advisors, LLC	0001858782	5,982,649	2.63%	▼1,036,877	-14.77%	$70.66Mn
5	BlackRock, Inc.	0002012383	4,574,024	2.01%	▲321,052	+7.55%	$54.02Mn
6	Allspring Global Investments Holdings, LLC	0001890906	2,692,878	1.18%	▼1,221,255	-31.20%	$29.73Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,578,410	1.13%	▲52,666	+2.09%	$30.45Mn
8	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	2,202,031	0.97%	▲1,145,481	+108.42%	$26.01Mn
9	Goldman Sachs Group Inc	0000886982	1,877,617	0.83%	▲1,361,882	+264.07%	$22.17Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,727,646	0.76%	▲257,010	+17.48%	$20.41Mn
11	Alyeska Investment Group, L.P.	0001453072	1,642,331	0.72%	▼1,183,489	-41.88%	$19.40Mn
12	Boston Partners	0001386060	1,625,092	0.71%	▼391,314	-19.41%	$19.19Mn
13	Jpmorgan Chase & Co	0000019617	1,587,319	0.70%	▲817,100	+106.09%	$18.97Mn
14	State Street Corp	0000093751	1,518,554	0.67%	▲32,503	+2.19%	$17.93Mn
15	FIRST TRUST ADVISORS LP	0001125816	1,510,931	0.66%	▲209,580	+16.10%	$17.84Mn
16	Morgan Stanley	0000895421	1,258,227	0.55%	▲360,702	+40.19%	$14.86Mn
17	Bank Of America Corp /De/	0000070858	1,193,457	0.52%	▼2,379	-0.20%	$14.09Mn
18	ALGERT GLOBAL LLC	0001275218	1,174,190	0.52%	▲978,430	+499.81%	$13.87Mn
19	Clearbridge Investments, LLC	0001348883	1,006,418	0.44%	▼397,547	-28.32%	$11.89Mn
20	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	954,705	0.42%	▲447,396	+88.19%	$11.28Mn

Showing 1 to 20 of 184 holders