Custom Truck One Source Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CANVAS WEALTH ADVISORS, LLC | 01/12/2026 | 7.05 M | $40.61 M | 48.53% | 3.11% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 4.86 M | $28.00 M | 10.57% | 2.15% |
| BLACKROCK, INC. | 02/12/2026 | 4.31 M | $24.84 M | 1.77% | 1.90% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 4.20 M | $24.37 M | -4.28% | 1.85% |
| BOSTON PARTNERS | 02/13/2026 | 3.79 M | $21.85 M | -30.71% | 1.67% |
| VANGUARD GROUP INC | 01/29/2026 | 3.47 M | $19.97 M | 5.82% | 1.53% |
| ALYESKA INVESTMENT GROUP, L.P. | 02/13/2026 | 2.50 M | $14.40 M | 42.85% | 1.10% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/11/2026 | 1.45 M | $8.32 M | -7.59% | 0.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.44 M | $8.29 M | 2.17% | 0.64% |
| STATE STREET CORP | 02/13/2026 | 1.35 M | $7.80 M | 6.41% | 0.60% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 1.22 M | $7.04 M | 221.88% | 0.54% |
| ACK ASSET MANAGEMENT LLC | 02/13/2026 | 800.14 K | $4.61 M | -58.43% | 0.35% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 02/12/2026 | 779.62 K | $4.49 M | 95.09% | 0.34% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/04/2026 | 777.94 K | $4.48 M | 0.45% | 0.34% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 737.18 K | $4.25 M | 130.12% | 0.33% |
| MORGAN STANLEY | 02/13/2026 | 714.69 K | $4.12 M | -1.05% | 0.32% |
| HEARTLAND ADVISORS INC | 02/11/2026 | 700.00 K | $4.03 M | 0.00% | 0.31% |
| CITIGROUP INC | 02/13/2026 | 521.36 K | $3.00 M | 30.56% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 504.88 K | $2.91 M | -0.07% | 0.22% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 414.44 K | $2.39 M | 47.11% | 0.18% |
| SENDERO WEALTH MANAGEMENT, LLC | 01/13/2026 | 390.80 K | $2.25 M | 0.00% | 0.17% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 369.23 K | $2.13 M | 33.19% | 0.16% |
| JANE STREET GROUP, LLC | 02/12/2026 | 345.01 K | $1.99 M | 100.00% | 0.15% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 246.35 K | $1.42 M | 100.00% | 0.11% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 177.87 K | $1.02 M | -11.65% | 0.08% |
| REGISTER FINANCIAL ADVISORS LLC | 01/21/2026 | 173.20 K | $997.63 K | 3.46% | 0.08% |
| SEI INVESTMENTS CO | 02/13/2026 | 167.64 K | $965.59 K | 23.90% | 0.07% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 161.57 K | $930.66 K | 0.61% | 0.07% |
| NUVEEN, LLC | 02/12/2026 | 149.03 K | $858.42 K | 0.00% | 0.07% |
| MARINER, LLC | 02/13/2026 | 138.56 K | $798.09 K | -2.21% | 0.06% |
| SWISS NATIONAL BANK | 02/12/2026 | 134.10 K | $772.42 K | 3.71% | 0.06% |
| SAPIENT CAPITAL LLC | 02/05/2026 | 127.76 K | $739.73 K | 0.00% | 0.06% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 117.19 K | $675.01 K | 10.82% | 0.05% |
| BIONDO INVESTMENT ADVISORS, LLC | 02/13/2026 | 105.00 K | $604.80 K | -0.94% | 0.05% |
| STRS OHIO | 02/02/2026 | 94.30 K | $543.17 K | 5.48% | 0.04% |
| BARCLAYS PLC | 02/13/2026 | 93.98 K | $541.30 K | 10.68% | 0.04% |
| ENTRYPOINT CAPITAL, LLC | 02/12/2026 | 92.09 K | $530.46 K | 100.00% | 0.04% |
| CORNERSTONE INVESTMENT PARTNERS, LLC | 01/29/2026 | 86.43 K | $497.83 K | 1.40% | 0.04% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 84.84 K | $488.69 K | 46.15% | 0.04% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 83.81 K | $482.76 K | 59.85% | 0.04% |
| UBS GROUP AG | 01/29/2026 | 82.82 K | $477.01 K | -41.97% | 0.04% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 82.01 K | $472.00 K | -39.01% | 0.04% |
| RHUMBLINE ADVISERS | 02/13/2026 | 73.32 K | $422.32 K | -17.96% | 0.03% |
| PINE VALLEY INVESTMENTS LTD LIABILITY CO | 02/13/2026 | 68.00 K | $391.68 K | 100.00% | 0.03% |
| LPL FINANCIAL LLC | 02/11/2026 | 65.55 K | $377.54 K | 7.58% | 0.03% |
| VIRGINIA RETIREMENT SYSTEMS ET AL | 02/04/2026 | 63.69 K | $366.84 K | -2.38% | 0.03% |
| VERITION FUND MANAGEMENT LLC | 02/13/2026 | 63.00 K | $362.86 K | -35.80% | 0.03% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 60.97 K | $351.21 K | 0.00% | 0.03% |
| JUMP FINANCIAL, LLC | 02/17/2026 | 56.32 K | $324.38 K | 19.24% | 0.02% |
| COUNTERPOINT MUTUAL FUNDS LLC | 02/12/2026 | 51.31 K | $295.52 K | 100.00% | 0.02% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Custom Truck One Source Inc institutional Ownership - FAQ's
During the previous two years, 169 institutional investors and hedge funds held shares of Custom Truck One Source Inc. The most heavily invested institutionals were:
Canvas Wealth Advisors, LLC: 7.05 M
DIMENSIONAL FUND ADVISORS LP: 4.86 M
BlackRock, Inc.: 4.31 M
Allspring Global Investments Holdings, LLC: 4.2 M
Boston Partners: 3.79 M
VANGUARD GROUP INC: 3.47 M
7.44% of Custom Truck One Source Inc stock is owned by institutional investors.
Institutional investors have bought a total of 225.88 M shares in the last 24 months. This purchase volume represents approximately $1.62 B in transactions.