Institutional Ownership Custom Truck One Source, Inc. (CTOS)
This table provides information about the institutional ownership of Custom Truck One Source, Inc. (CTOS). We have compiled data on the 149 institutions that hold shares in the stock, with a total of 220 Million shares, which have been reported (via 13F filing form) to have a value of $1.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Platinum Equity Advisors, LLC
Beverly Hills, CA |
Nov 14, 2025 Q3 2025 |
156,743,635
shares
|
$908 Million
91.81% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
7,050,221
shares
|
$40.8 Million
7.09% of portfolio
|
Q4 2025
Added 48.53%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
5,475,307
shares
|
$31.7 Million
0.04% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
5,310,114
shares
|
$30.7 Million
0.06% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,396,162
shares
|
$25.5 Million
0.01% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
4,201,414
shares
|
$24.3 Million
0.04% of portfolio
|
Q4 2025
Reduced 4.28%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,739,889
shares
|
$21.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
3,276,088
shares
|
$19 Million
0.0% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Hawkeye Capital Management, LLC
Miami Beach, FL |
Nov 14, 2023 Q3 2023 |
2,900,000
shares
|
$16.8 Million
44.24% of portfolio
|
Q1 2023
Reduced 6.74%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
2,316,067
shares
|
$13.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 70.31%
|
|
|
Ack Asset Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
1,925,000
shares
|
$11.1 Million
1.97% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,794,530
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2025
Added 32.61%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,750,229
shares
|
$10.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.52%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,563,749
shares
|
$9.05 Million
0.01% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,408,621
shares
|
$8.16 Million
0.0% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,273,239
shares
|
$7.37 Million
0.0% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,088,517
shares
|
$6.3 Million
0.01% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
First Eagle Investment Management, LLC
|
Nov 12, 2025 Q3 2025 |
774,436
shares
|
$4.48 Million
0.01% of portfolio
|
Q3 2025
Added 38.7%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
722,305
shares
|
$4.18 Million
0.0% of portfolio
|
Q3 2025
Added 79.06%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 07, 2025 Q3 2025 |
700,000
shares
|
$4.05 Million
0.25% of portfolio
|
Q3 2025
Reduced 41.67%
|
|
|
Portolan Capital Management, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
649,076
shares
|
$3.76 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
639,788
shares
|
$3.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 19.09%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
633,823
shares
|
$3.67 Million
0.01% of portfolio
|
Q4 2023
Added 12.49%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
516,602
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
505,234
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2025
Added 12.72%
|
|