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 133 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Platinum Equity Advisors, LLC
Beverly Hills, CA |
Aug 14, 2025 Q2 2025 |
156,743,635
shares
|
$929 Million
90.15% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
7,802,019
shares
|
$46.3 Million
0.02% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
5,197,595
shares
|
$30.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,760,683
shares
|
$28.2 Million
5.0% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
4,295,487
shares
|
$25.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
4,058,878
shares
|
$24.1 Million
0.0% of portfolio
|
Q2 2025
Added 18.94%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
3,789,629
shares
|
$22.5 Million
0.02% of portfolio
|
Q2 2025
Added 43.37%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,739,889
shares
|
$22.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
3,140,896
shares
|
$18.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.19%
|
|
|
Hawkeye Capital Management, LLC
Miami Beach, FL |
Nov 14, 2023 Q3 2023 |
2,900,000
shares
|
$17.2 Million
44.24% of portfolio
|
Q1 2023
Reduced 6.74%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,047,524
shares
|
$12.1 Million
0.04% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Ack Asset Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
1,875,000
shares
|
$11.1 Million
1.43% of portfolio
|
Q2 2025
New holding
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,528,437
shares
|
$9.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,353,273
shares
|
$8.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,346,479
shares
|
$7.98 Million
0.0% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2025 Q1 2025 |
1,200,000
shares
|
$7.12 Million
0.3% of portfolio
|
Q4 2024
Added 26.32%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,196,809
shares
|
$7.1 Million
0.0% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,059,257
shares
|
$6.28 Million
0.01% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
639,788
shares
|
$3.79 Million
0.04% of portfolio
|
Q2 2025
Reduced 19.09%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
633,823
shares
|
$3.76 Million
0.01% of portfolio
|
Q4 2023
Added 12.49%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
564,184
shares
|
$3.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
First Eagle Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
558,353
shares
|
$3.31 Million
0.01% of portfolio
|
Q2 2025
Added 283.69%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
533,223
shares
|
$3.16 Million
0.18% of portfolio
|
Q2 2025
Added 19.66%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
481,166
shares
|
$2.85 Million
0.0% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
477,584
shares
|
$2.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.46%
|