59% buyers of institutions opening or closing positions this quarter
13 more new buyers than exits, ownership fell 2.01 percentage points vs the prior quarter, and no widely-followed fund managers in the top 25.
59% buyers of institutions opening or closing positions this quarter
58.7% institutional ownership
Platinum Equity Advisors, portfolio allocation
Institutional ownership vs Rental & Leasing Services peers
No Form 4 insider transactions on file
Latest positioning in CTOS across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CTOS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Platinum Equity Advisors, LLC/DE | 156.7M | $1.03B | 0.0% | 69.164% | 11.60% |
| 2 | Canvas Wealth Advisors, LLC | 7.0M | $46.1M | -0.4% | 3.097% | 7.84% |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5.7M | $37.3M | +4.3% | 2.504% | 0.05% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 5.6M | $36.8M | +15.3% | 2.472% | 0.01% |
| 5 | BlackRock, Inc. | 4.3M | $27.9M | -1.4% | 1.877% | 0.00% |
| 6 | Allspring Global Investments Holdings, LLC | 3.9M | $25.9M | -6.8% | 1.727% | 0.04% |
| 7 | Alyeska Investment Group, L.P. | 2.8M | $18.6M | +13.0% | 1.247% | 0.05% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $16.6M | — | 1.115% | 0.00% |
| 9 | Boston Partners | 2.0M | $13.2M | -46.9% | 0.890% | 0.01% |
| 10 | STATE STREET CORP | 1.5M | $9.8M | +9.7% | 0.656% | 0.00% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $9.7M | +2.2% | 0.649% | 0.00% |
| 12 | Clearbridge Investments, LLC | 1.4M | $9.2M | -2.9% | 0.620% | 0.01% |
| 13 | FIRST TRUST ADVISORS LP | 1.3M | $8.5M | +6.4% | 0.574% | 0.01% |
| 14 | BANK OF AMERICA CORP /DE/ | 1.2M | $7.9M | -19.2% | 0.528% | 0.00% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.1M | $6.9M | +154.9% | 0.466% | 0.00% |
| 16 | HEARTLAND ADVISORS INC | 1.0M | $6.6M | +42.9% | 0.441% | 0.34% |
| 17 | MORGAN STANLEY | 898K | $5.9M | +25.6% | 0.396% | 0.00% |
| 18 | Intrinsic Edge Capital Management LLC | 880K | $5.8M | +12.8% | 0.388% | 0.96% |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 845K | $5.6M | +9.4% | 0.373% | 0.11% |
| 20 | Empowered Funds, LLC | 810K | $5.3M | +9.9% | 0.357% | 0.03% |
| 21 | First Eagle Investment Management, LLC | 766K | $5.0M | -1.6% | 0.338% | 0.01% |
| 22 | JANE STREET GROUP, LLC | 661K | $4.3M | +91.5% | 0.291% | 0.00% |
| 23 | AQR CAPITAL MANAGEMENT LLC | 651K | $4.3M | +285.1% | 0.287% | 0.00% |
| 24 | MACKENZIE FINANCIAL CORP | 589K | $3.9M | — | 0.260% | 0.00% |
| 25 | Russell Investments Group, Ltd. | 543K | $3.6M | -42.2% | 0.239% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CTOS — a direct measure of their conviction.
Filings activity in CTOS during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 168 | +8.4% | 58.70% | 2.01 pp | $1.43B | +7.2% |
| Q4 2025 | 155 | +9.2% | 60.71% | 1.56 pp | $1.33B | 2.5% |
| Q3 2025 | 142 | +10% | 62.27% | +15.59 pp | $1.37B | +33% |
| Q2 2025 | 129 | 7.9% | 46.68% | +11.20 pp | $1.02B | +19% |
| Q1 2025 | 140 | +13% | 35.48% | 11.30 pp | $863M | 16% |
| Q4 2024 | 124 | +2.5% | 46.78% | +12.87 pp | $1.03B | +38% |
| Q3 2024 | 121 | +7.1% | 33.91% | 9.55 pp | $744M | 22% |
| Q2 2024 | 113 | — | 43.46% | — | $953M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for CTOS.
Quick answers to the most common questions about buying CTOS stock.
Based on Q1 2026 13F filings, institutional ownership of Custom Truck One Source, Inc. stands at 58.7%, held across 168 reporting institutions.
Platinum Equity Advisors, LLC/DE is the largest reported institutional holder of CTOS, with approximately 156,743,635 shares worth $1.03B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of CTOS.
Our composite Smart Money Score for CTOS is 30 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
43 institutions opened new positions in CTOS during Q1 2026, while 30 fully exited. 95 added to existing positions and 29 trimmed.
CTOS institutional ownership fell by 2.01 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 88.4% of all reported 13F value in CTOS, and the top 25 account for 94.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.