Custom Truck One Source, Inc. — Institutional Ownership

Which tracked institutions hold CTOS, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

22
Funds holding
$170914666
Total value held
Buying
16 added/new · 5 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $54019223 4574024 +321052 +7.55%
2 Goldman Sachs Group Inc $22174656 1877617 +1361882 +264.07%
3 Jpmorgan Chase & Co $18968463 1587319 +817100 +106.09%
4 State Street Corp $17934123 1518554 +32503 +2.19%
5 Morgan Stanley $14859662 1258227 +360702 +40.19%
6 Bank Of America Corp /De/ $14094726 1193457 -2379 -0.20%
7 Northern Trust Corp $7176442 607658 +118582 +24.25%
8 Citigroup Inc $4866724 412085 -109272 -20.96%
9 Invesco Ltd. $4189031 354702 +354702 NEW BUY
10 Federated Hermes, Inc. $3495996 296020 +296020 NEW BUY
11 Sei Investments Co $2548261 215771 -11797 -5.18%
12 Bank Of New York Mellon Corp $1842247 155990 -252 -0.16%
13 Ubs Group Ag $1782023 150891 +150891 NEW BUY
14 Wells Fargo & Company/Mn $846316 71661 +32279 +81.96%
15 Barclays Plc $605782 51294 +39969 +352.93%
16 Ameriprise Financial Inc $506850 42917 +42917 NEW BUY
17 Prudential Financial Inc $353532 29935 +29935 NEW BUY
18 Royal Bank Of Canada $209000 17656 +1859 +11.77%
19 Janus Henderson Group Plc $189216 28800 +28800 NEW BUY
20 M&T Bank Corp $182063 15416 -14815 -49.01%
21 Pnc Financial Services Group, Inc. $61224 5184 +31 +0.60%
22 Us Bancorp \De\ $9106 771 Held

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.