Funds · CTOS

Who owns CTOS?

Institutional ownership of Custom Truck One Source Inc. from Form 13F, Q2 2026

185 institutional managers reported holding Custom Truck One Source Inc. (CTOS) in Form 13F filings for Q2 2026, with 66,647,828 shares worth $785M. The largest reported holder was Dimensional Fund Advisors LP. Managers that filed both quarters added a net 4,474,772 shares (+7.2%). 34 opened new positions and 20 sold out.

Funds holding
185
Value held
$785M
New / sold out
34 / 20
Net shares, same filers
+7.2%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of CTOS

FundValueShare of 13F holdingsSharesMove
Dimensional Fund Advisors LP$72.9M9.3%6,172,555Added
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$72.7M9.2%6,156,876Added
Canvas Wealth Advisors, LLC$70.7M9.0%5,982,649Trimmed
BlackRock, Inc.$54.0M6.9%4,574,024Added
Vanguard Capital Management LLC$30.5M3.9%2,578,410Added
Allspring Global Investments Holdings, LLC$29.7M4.0%2,692,878Trimmed
Arrowstreet Capital, Limited Partnership$26.0M3.3%2,202,031Added
Goldman Sachs Group Inc$22.2M2.8%1,877,617Added
Geode Capital Management, LLC$20.4M2.6%1,727,646Added
First Eagle Investment Management, LLC$20.4M2.6%1,723,506Added
Alyeska Investment Group, L.P.$19.4M2.5%1,642,331Trimmed
Boston Partners$19.2M2.4%1,625,092Trimmed
JPMorgan Chase & Co$19.0M2.4%1,587,319Added
State Street Corp$17.9M2.3%1,518,554Added
First Trust Advisors LP$17.8M2.3%1,510,931Added
Morgan Stanley$14.9M1.9%1,258,227Added
Bank of America Corp$14.1M1.8%1,193,457Trimmed
Algert Global LLC$13.9M1.8%1,174,190Added
Clearbridge Investments, LLC$11.9M1.5%1,006,418Trimmed
Vanguard Portfolio Management LLC$11.3M1.4%954,705Added
Bridgeway Capital Management, LLC$10.7M1.4%908,125Added
Mackenzie Financial Corp$10.5M1.3%885,956Added
Empowered Funds, LLC$10.3M1.3%873,125Added
AQR Capital Management LLC$8.9M1.1%753,989Added
Heartland Advisors Inc$8.3M1.1%700,000Trimmed

Share of 13F holdings is each fund's shares as a share of the 66,647,828 CTOS shares all 13F filers reported, not of shares outstanding.

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $144M and sold $82.8M; 75 added and 55 trimmed.

Questions about CTOS ownership

Who owns CTOS stock?
185 institutional investment managers reported CTOS positions in their Form 13F filings for Q2 2026, holding 66,647,828 shares worth $785M in total. Dimensional Fund Advisors LP reported the largest position.
Are funds buying or selling CTOS?
In Q2 2026, 34 managers opened new CTOS positions, 75 added, 55 trimmed and 20 sold out. Managers that filed in both quarters added a net 4,474,772 shares.
How current is this CTOS institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to CTOS by CUSIP. Options are left out. CTOS news and filings · CTOS insider trades · Top funds