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Custom Truck One Source (CTOS) Institutional Ownership

Custom Truck One Source logo
$4.76 +0.13 (+2.70%)
As of 01/17/2025 03:59 PM Eastern
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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)
35
Total
Institutional Inflows
(last 12 months)
$34.15M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$12.46M
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CTOS Institutional Buying and Selling by Quarter

Custom Truck One Source Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025SG Americas Securities LLC31,523$152K0.0%+69.4%0.014%
12/26/2024JPMorgan Chase & Co.492,411$1.70M0.0%+939.4%0.211%
11/19/2024Barclays PLC84,526$291K0.0%+349.6%0.036%
11/16/2024Geode Capital Management LLC1,202,892$4.15M0.0%-3.3%0.515%
11/15/2024Barclays PLC84,526$291K0.0%+349.6%0.036%
11/15/2024Jane Street Group LLC89,432$309K0.0%+4.9%0.038%
11/15/2024Quadrature Capital Ltd18,891$65K0.0%-66.9%0.008%
11/15/2024Portolan Capital Management LLC574,300$1.98M0.1%-51.6%0.246%
11/15/2024Paloma Partners Management Co256,146$884K0.0%+17.5%0.110%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC109,626$378K0.0%+15.7%0.047%
11/14/2024MetLife Investment Management LLC12,012$41K0.0%-60.1%0.005%
11/13/2024FMR LLC28,846$100K0.0%+1,234.8%0.012%
11/13/2024D.A. Davidson & CO.29,240$101K0.0%+20.5%0.013%
11/12/2024Charles Schwab Investment Management Inc.446,464$1.54M0.0%-5.9%0.191%
11/9/2024Intech Investment Management LLC16,233$56K0.0%N/A0.007%
11/6/2024Black Diamond Financial LLC1,427,000$4.92M0.8%+906.8%0.604%
11/5/2024GSA Capital Partners LLP277,545$958K0.1%-36.7%0.117%
10/19/2024Allspring Global Investments Holdings LLC4,715,225$16.27M0.0%-4.4%1.961%
10/11/2024Creative Planning18,235$63K0.0%-40.4%0.008%
10/3/2024SG Americas Securities LLC18,610$64K0.0%N/A0.008%
8/29/2024Maven Securities LTD500,000$2.18M0.0%N/A0.208%
8/27/2024Clearbridge Investments LLC1,874,190$8.15M0.0%-2.3%0.780%
8/16/2024Algert Global LLC163,463$711K0.0%-38.7%0.068%
8/15/2024ECP ControlCo LLC25,757,628$112.05M34.6%+0.1%10.714%
8/13/2024Sei Investments Co.111,286$484K0.0%-10.3%0.046%
8/12/2024First Eagle Investment Management LLC305,338$1.33M0.0%N/A0.127%
8/9/2024Dimensional Fund Advisors LP2,246,060$9.77M0.0%+22.4%0.934%
8/9/2024Black Diamond Financial LLC141,735$617K0.1%+16.5%0.059%
8/8/2024Federated Hermes Inc.2,780,000$12.09M0.0%-0.2%1.156%
8/5/2024Victory Capital Management Inc.10,781$47K0.0%N/A0.004%
7/26/2024Allspring Global Investments Holdings LLC4,934,780$21.47M0.0%+190.2%2.053%
7/26/2024Bank of New York Mellon Corp266,415$1.16M0.0%+4.7%0.111%
7/25/2024First Merchants Corp20,000$87K0.0%N/A0.008%
7/12/2024 Sendero Wealth Management LLC162,800$708K0.1%+6.5%0.068%
7/12/2024Register Financial Advisors LLC162,800$708K0.4%-9.2%0.068%
5/24/2024Cetera Advisors LLC11,755$68K0.0%N/A0.005%
5/16/2024California State Teachers Retirement System60,084$350K0.0%-6.2%0.025%
5/16/2024Janus Henderson Group PLC291,185$1.70M0.0%-3.8%0.121%
5/16/2024Paloma Partners Management Co205,000$1.19M0.1%N/A0.085%
5/15/2024Aristides Capital LLC22,409$130K0.0%N/A0.009%
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5/15/2024Price T Rowe Associates Inc. MD16,395$96K0.0%+21.3%0.007%
5/15/2024Quadrature Capital Ltd21,765$127K0.0%-27.1%0.009%
5/14/2024MQS Management LLC12,970$75K0.0%N/A0.005%
5/13/2024Clearbridge Investments LLC1,917,468$11.16M0.0%+2.1%0.798%
5/10/2024Vanguard Group Inc.3,191,740$18.58M0.0%+2.6%1.328%
5/9/2024Koshinski Asset Management Inc.10,000$58K0.0%N/A0.004%
5/7/2024Sei Investments Co.124,103$722K0.0%-8.6%0.052%
5/7/2024Heartland Advisors Inc.422,047$2.46M0.1%N/A0.176%
5/6/2024Black Diamond Financial LLC121,635$752K0.2%-69.4%0.051%
5/3/2024GSA Capital Partners LLP285,810$1.66M0.1%+48.4%0.119%
5/1/2024Mirae Asset Global Investments Co. Ltd.1,817,365$10.58M0.0%-15.0%0.756%
4/23/2024Canvas Wealth Advisors LLC3,487,228$20.30M6.7%+2.2%1.451%
4/18/2024Allspring Global Investments Holdings LLC1,700,194$9.90M0.0%-9.2%0.708%
4/16/2024Register Financial Advisors LLC179,300$1.04M0.5%+410.8%0.075%
3/25/2024Quadrature Capital Ltd29,875$184K0.0%+9.7%0.012%
2/13/2024Tower Research Capital LLC TRC16,011$99K0.0%+851.3%0.007%
2/12/2024Pine Valley Investments Ltd Liability Co73,000$451K0.0%-6.4%0.030%
2/9/2024Clearbridge Investments LLC1,878,893$11.61M0.0%+3.9%0.774%
2/8/2024Bedel Financial Consulting Inc.45,227$280K0.1%-8.7%0.019%
2/7/2024Jump Financial LLC54,294$336K0.0%N/A0.022%
2/6/2024M&T Bank Corp29,489$183K0.0%+9.8%0.012%
2/6/2024Swiss National Bank121,300$750K0.0%-9.4%0.050%
2/2/2024 Arbor Wealth Advisors LLC15,260$94K0.1%N/A0.006%
1/25/2024Allspring Global Investments Holdings LLC1,873,017$11.58M0.0%-19.7%0.771%
1/24/2024Mirae Asset Global Investments Co. Ltd.2,137,541$13.21M0.0%-0.9%0.880%
1/17/2024Canvas Wealth Advisors LLC3,413,242$21.30M7.7%+4.8%1.405%
1/17/2024 Sendero Wealth Management LLC152,800$944K0.2%+15.1%0.063%
1/12/2024SG Americas Securities LLC84,169$520K0.0%+330.2%0.035%
1/12/2024Register Financial Advisors LLC35,100$217K0.1%+602.0%0.014%
12/18/2023Vanguard Group Inc.3,251,103$20.16M0.0%+1.6%1.339%
11/15/2023GSA Capital Partners LLP141,766$879K0.1%-26.1%0.058%
11/15/2023Schroder Investment Management Group1,237,499$7.67M0.0%-11.8%0.503%
11/14/2023Quadrature Capital Ltd27,239$169K0.0%N/A0.011%
11/14/2023Sherbrooke Park Advisers LLC14,315$89K0.0%N/A0.006%
11/14/2023Teza Capital Management LLC41,702$259K0.0%N/A0.017%
11/13/2023Connor Clark & Lunn Investment Management Ltd.64,323$399K0.0%N/A0.026%
11/13/2023Algert Global LLC46,325$287K0.0%-18.2%0.019%
11/13/2023Federated Hermes Inc.4,741,662$29.40M0.1%+0.1%1.925%
11/13/2023Clearbridge Investments LLC1,808,888$11.22M0.0%-2.9%0.735%
11/13/2023FMR LLC2,658,773$16.48M0.0%-67.3%1.080%
11/13/2023DekaBank Deutsche Girozentrale4,959$31K0.0%N/A0.002%
11/9/2023Loomis Sayles & Co. L P867,306$5.38M0.0%+3.7%0.352%
11/9/2023R.P. Boggs & Co.994,203$6.16M4.8%+5.2%0.404%
11/8/2023Campbell & CO Investment Adviser LLC22,270$138K0.0%+28.5%0.009%
11/8/2023New York Life Investment Management LLC52,436$325K0.0%-13.6%0.021%
11/7/2023Barclays PLC21,307$132K0.0%-16.1%0.009%
10/27/2023Allspring Global Investments Holdings LLC2,333,943$14.47M0.0%-1.8%0.948%
10/26/2023Mirae Asset Global Investments Co. Ltd.2,156,983$13.37M0.0%+9.4%0.876%
10/24/2023Bank of New York Mellon Corp229,823$1.43M0.0%+3.3%0.093%
10/24/2023Canvas Wealth Advisors LLC3,257,232$19.02M7.6%-0.2%1.323%
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10/13/2023SG Americas Securities LLC19,563$121K0.0%N/A0.008%
10/13/2023Register Financial Advisors LLC5,000$31K0.0%+66.7%0.002%
9/21/2023Barclays PLC25,409$171K0.0%-16.0%0.010%
8/14/2023Portolan Capital Management LLC861,933$5.81M0.5%-14.7%0.350%
8/11/2023Campbell & CO Investment Adviser LLC17,336$117K0.0%N/A0.007%
8/11/2023Clearbridge Investments LLC1,863,562$12.56M0.0%+1.0%0.757%
8/11/2023Schroder Investment Management Group1,402,477$9.45M0.0%+0.4%0.570%
8/11/2023ExodusPoint Capital Management LP46,615$314K0.0%+158.9%0.019%
8/10/2023Mirae Asset Global Investments Co. Ltd.1,971,711$13.29M0.0%+8.8%0.801%
8/7/2023New York Life Investment Management LLC60,697$409K0.0%-13.7%0.025%
(Data available from 1/1/2016 forward)

CTOS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CTOS shares?

During the previous two years, 67 institutional investors and hedge funds held shares of Custom Truck One Source. The most heavily invested institutionals were ECP ControlCo LLC ($112.05M), Canvas Wealth Advisors LLC ($20.30M), Hawkeye Capital Management LLC ($19.69M), Gilder Gagnon Howe & Co. LLC ($18.64M), Vanguard Group Inc. ($18.58M), Allspring Global Investments Holdings LLC ($16.27M), and Federated Hermes Inc. ($12.09M).Learn more on CTOS's institutional investors.

What percentage of Custom Truck One Source stock is owned by institutional investors?

90.07% of Custom Truck One Source stock is owned by institutional investors. Learn more on CTOS's institutional investor holdings.

Which institutional investors have been buying Custom Truck One Source stock?

Of the 51 institutional investors that purchased Custom Truck One Source stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allspring Global Investments Holdings LLC ($3.23M), Black Diamond Financial LLC ($1.31M), Canvas Wealth Advisors LLC ($764.79K), Mirae Asset Global Investments Co. Ltd. ($682.75K), Maven Securities LTD ($500K), JPMorgan Chase & Co. ($445.04K), and Heartland Advisors Inc. ($422.05K).

How much institutional buying is happening at Custom Truck One Source?

Institutional investors have bought a total of 10,522,378 shares in the last 24 months. This purchase volume represents approximately $51.80M in transactions.

Which Custom Truck One Source major shareholders have been selling company stock?

Of the 30 institutional investors that sold Custom Truck One Source stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($5.50M), Allspring Global Investments Holdings LLC ($1.04M), Gilder Gagnon Howe & Co. LLC ($999.51K), Portolan Capital Management LLC ($934.21K), Clearbridge Investments LLC ($621.58K), Mirae Asset Global Investments Co. Ltd. ($386.25K), and Canvas Wealth Advisors LLC ($353.44K).

How much institutional selling is happening at Custom Truck One Source?

Institutional investors have sold a total of 11,145,485 shares in the last 24 months. This volume of shares sold represents approximately $66.49M in transactions.


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This page (NYSE:CTOS) was last updated on 1/18/2025 by MarketBeat.com Staff
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