Custom Truck One Source CTOS Institutional Ownership

NYSE CTOS

$9.11 +0.03 (+0.33%)

As of: Oct 19, 2026 · 3:59 PM EDT

As of the 13F quarter ended Jun 30, 2026, 184 institutions held 97.73% of Custom Truck One Source (CTOS) shares outstanding. Versus the prior quarter, institutional ownership was up 1.12 percentage points, the holder count rose by 11 and shares held were up 1.52%. The largest holder is Platinum Equity Advisors, LLC/DE with 156.74Mn shares (68.92% of outstanding).

Updated Oct 11, 2026 Custom Truck One Source (CTOS) stock price and overview

Institutions by Trading Activity

184 Institutions

Increased 110 59.8%

Unchanged 17 9.2%

Reduced 57 31.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

97.73%

▲+1.12 pp QoQ

Shares Held by Institutions

222.27Mn

of 227.43Mn outstanding

▲+1.52% QoQ

Shares Outstanding

227.43Mn

5.16Mn held outside 13F filers

Institutional Investors

184

filed 13F for Jun 2026

▲+11 vs prior quarter

Net Shares Added (QoQ)

+3.32Mn

accumulated since last quarter

Value of Holdings

$2.04Bn

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

Updated Oct 11, 2026

Custom Truck One Source, Inc. (NYSE:CTOS) counted 184 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

These investors held 97.73% of Custom Truck One Source's outstanding shares at the end of Q2 2026, up from 96.61% in Q1 2026.
Total shares held in Custom Truck One Source rose 1.52% versus Q1 2026, while the number of holders rose 46.03% versus Q2 2025.
Of the 184 holders, 110 added to their positions, 57 reduced their stakes and 17 left their positions unchanged in Q2 2026.
Altogether, institutional holders owned 222.27Mn CTOS shares at the end of Q2 2026, up 3.32Mn from the prior quarter and up 6.15Mn from a year earlier.
Platinum Equity Advisors, LLC held the largest position in CTOS at 156.74Mn shares as of June 30, 2026, or 68.92% of shares outstanding.
Holders that added the most shares of Custom Truck One Source in Q2 2026 were Goldman Sachs Group Inc (+1.36Mn shares), Arrowstreet Capital, Limited Partnership (+1.15Mn shares), Algert Global LLC (+978.43K shares), JPMorgan Chase & Co (+817.1K shares) and Dimensional Fund Advisors LP (+569.72K shares).
The biggest cuts to CTOS positions during Q2 2026 came from Allspring Global Investments Holdings, LLC (-1.22Mn shares), Alyeska Investment Group, L.P. (-1.18Mn shares), Canvas Wealth Advisors, LLC (-1.04Mn shares), Clearbridge Investments, LLC (-397.55K shares) and Boston Partners (-391.31K shares).
According to Business Quant data, the leading holders of CTOS for Q2 2026 were Platinum Equity Advisors, LLC (156.74Mn shares), Dimensional Fund Advisors LP (6.17Mn shares), Mirae Asset Global ETFS Holdings Ltd. (6.16Mn shares), Canvas Wealth Advisors, LLC (5.98Mn shares), BlackRock, Inc. (4.57Mn shares), Allspring Global Investments Holdings, LLC (2.69Mn shares), Vanguard Capital Management LLC (2.58Mn shares), Arrowstreet Capital, Limited Partnership (2.2Mn shares), Goldman Sachs Group Inc (1.88Mn shares) and Geode Capital Management, LLC (1.73Mn shares).

Form 13F Holdings

184 Institutional Holders

Report period 30 Jun, 2026

Total shares held 222.27Mn

Of outstanding 97.73%

#	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