Custom Truck One Source CTOS Institutional Ownership

NYSE CTOS

$9.38 +0.05 (+0.54%)

As of: Sep 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

185 Institutions

Increased 110 59.5%

Unchanged 17 9.2%

Reduced 58 31.4%

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

185

filed 13F for Jun 2026

▲+12 vs prior quarter

Net Shares Added (QoQ)

+4.64Mn

accumulated since last quarter

Value of Holdings

$2.08Bn

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) showed up in the 13F filings of 185 institutional investors as of June 2026.

These investors collectively held 98.0% of Custom Truck One Source's outstanding shares in June 2026, up from 97.0% in March 2026.
Their total shares held in CTOS increased 2.13% from the prior quarter, while the number of investors in Custom Truck One Source increased 44.53% year over year.
Of these 185 holders, 110 added to their stakes in Custom Truck One Source, 58 trimmed positions, and 17 made no changes.
Institutional investors collectively held 222.79Mn shares in Custom Truck One Source as of June 2026, up by 4.64Mn shares quarter on quarter, and down 154.65Mn shares year over year.
Platinum Equity Advisors, LLC/DE holds the largest position in CTOS at 156.74Mn shares as of June 30, 2026, or 68.92% of shares outstanding.
The biggest buyers of Custom Truck One Source for the quarter ending June 2026 included Goldman Sachs Group Inc (1.36Mn), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (1.15Mn), ALGERT GLOBAL LLC (978.43K), Jpmorgan Chase & Co (817.1K), DIMENSIONAL FUND ADVISORS LP (569.72K).
The largest sellers of Custom Truck One Source for the quarter ending June 2026 were Allspring Global Investments Holdings, LLC (1.22Mn), Alyeska Investment Group, L.P. (1.18Mn), Canvas Wealth Advisors, LLC (1.04Mn), First Eagle Investment Management, LLC (669.89K), Clearbridge Investments, LLC (397.55K).
According to Business Quant data, leading holders of CTOS for June 2026 are Platinum Equity Advisors, LLC/DE (156.74Mn), DIMENSIONAL FUND ADVISORS LP (6.17Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (6.16Mn), Canvas Wealth Advisors, LLC (5.98Mn), BlackRock, Inc. (4.57Mn), Allspring Global Investments Holdings, LLC (2.69Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.58Mn), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (2.2Mn), Goldman Sachs Group Inc (1.88Mn), GEODE CAPITAL MANAGEMENT, LLC (1.73Mn).

Form 13F Holdings

185 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 185 holders