CTOS Institutional Ownership
Who owns Custom Truck One Source, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 186 funds reported holding CTOS at Jun 30, 2026, together owning 98.3% of the company.
- ▲110 buying vs 76 selling
- ▲Held by funds +2.0 pts
- ▲Funds holding +11
- ▼Superinvestors: 0 added, 4 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 186 | 175 | +6.3% |
| In funds' top 10 | 2 | 2 | 0.0% |
| 13F shares | 223M | 219M | +2.0% |
| Held by funds | 98.3% | 96.4% | +2.0 pts |
| New positions | 33 | 38 | −13.2% |
| Increased | 77 | 58 | +32.8% |
| Reduced | 56 | 47 | +19.1% |
| Sold out | 20 | 24 | −16.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in CTOS
All superinvestors →
Who owns CTOS
share of fund held shares- Index and passive funds9.4%
- Active managers and hedge funds87.0%
- Banks and brokers3.4%
- Pensions, insurers and other0.2%
The top 10 holders own 85.4% of all CTOS shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
29 funds changed their position- Y.D. More Investments LtdTrimmed−203K sh
- Sierra Summit Advisors LLCNew+124K sh
- Mackenzie Financial CorpAdded+96K sh
- Strs OhioAdded+38K sh
- DekaBank Deutsche GirozentraleNew+34K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Platinum Equity Advisors, LLC/DE | 69.00% | 157M | $1.9B | 0 |
| 2 | Dimensional Fund Advisors LP | 2.72% | 6.2M | $72.9M | +570K |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.71% | 6.2M | $72.7M | +482K |
| 4 | Canvas Wealth Advisors, LLC | 2.63% | 6M | $70.7M | −1M |
| 5 | BlackRock, Inc. | 2.01% | 4.6M | $54M | +321K |
| 6 | Allspring Global Investments Holdings, LLC | 1.19% | 2.7M | $29.7M | −1.2M |
| 7 | Vanguard Capital Management LLC | 1.13% | 2.6M | $30.5M | +53K |
| 8 | Arrowstreet Capital, Limited Partnership | 0.97% | 2.2M | $26M | +1.1M |
| 9 | Goldman Sachs Group Inc | 0.83% | 1.9M | $22.2M | +1.4M |
| 10 | Geode Capital Management, LLC | 0.76% | 1.7M | $20.4M | +257K |
- Goldman Sachs Group Inc+1.4M sh+$16.1M
- Arrowstreet Capital, Limited Partnership+1.1M sh+$13.5M
- Algert Global LLC+978K sh+$11.6M
- First Eagle Investment Management, LLC+958K sh+$11.3M
- Jpmorgan Chase & Co+817K sh+$9.8M
- Dimensional Fund Advisors LP+570K sh+$6.7M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.+482K sh+$5.7M
- Walleye Capital LLC+463K sh+$5.5M
- Alyeska Investment Group, L.P.−1.2M sh−$14M
- Allspring Global Investments Holdings, LLC−1.2M sh−$13.5M
- Canvas Wealth Advisors, LLC−1M sh−$12.2M
- Clearbridge Investments, LLC−398K sh−$4.7M
- Boston Partners−391K sh−$4.6M
- Jane Street Group, LLC−661K sh−$4.3M
- Heartland Advisors Inc−300K sh−$3.5M
- Citadel Advisors LLC−257K sh−$3M
CTOS institutional ownership FAQ
Who owns the most CTOS stock?
In Q2 2026 13F filings the largest holder of CTOS was Platinum Equity Advisors, LLC/DE, followed by Dimensional Fund Advisors LP and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.. Index fund managers are usually the biggest holders of large companies.
What percentage of CTOS is owned by institutions?
Funds that file 13F reports held 98.3% of CTOS's shares at Jun 30, 2026, compared with 96.4% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying CTOS?
In Q2 2026, 110 funds bought CTOS (33 of them new positions) and 76 sold (20 sold out completely). Among well known investors, 0 added and 4 cut. Our fund sentiment for CTOS is bullish.
What is CTOS's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this CTOS ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.