Custom Truck One SourceCTOS
13F holders, Q2 2024 (June 30)114holders −6
21new positions
28sold out
1famous investor
$4.36avg. 13F price*
At the end of Q2 2024, 114 institutions reported holding Custom Truck One Source Inc. (CTOS) in their 13F filings, down 6 from Q1 2024. 21 opened new positions and 28 sold out. The largest holders were Platinum Equity Advisors, LLC ($646.4M), ECP ControlCo, LLC ($112.0M) and Allspring Global Investments Holdings, LLC ($21.5M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Custom Truck One Source Inc.
- CUSIP
- 23204X103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $6.4M |
| Exits | 28 | $28.0M |
All 13F filers, Q1 2024 → Q2 2024: 8,157,922 shares bought and 6,312,977 shares sold, net +1,844,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 114 holders
| Platinum Equity Advisors, LLC | 89.33% | No change | 148,600,000 | $646.4M |
| ECP ControlCo, LLC | 34.61% | Add +0.1% | 25,757,628 | $112.0M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +190.3% | 4,934,780 | $21.5M |
| Canvas Wealth Advisors, LLC | 5.46% | Add +1.7% | 3,546,020 | $17.7M |
| BlackRock Inc. | 0.00% | Reduce -1.9% | 3,739,889 | $16.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | — | 3,331,937 | $14.5M |
| Vanguard Group Inc. | 0.00% | Add +2.3% | 3,265,397 | $14.2M |
| Federated Hermes, Inc. | 0.03% | Reduce -0.2% | 2,780,000 | $12.1M |
| Alyeska Investment Group, L.P. | 0.06% | Add +27.3% | 2,356,870 | $10.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +22.4% | 2,246,060 | $9.8M |
| Clearbridge Investments, LLC | 0.01% | Reduce -2.3% | 1,874,190 | $8.2M |
| Gilder Gagnon Howe & Co. LLC | 0.08% | Reduce -11.6% | 1,489,069 | $6.5M |
| Catawba River Capital | 3.57% | Add +3.0% | 1,357,819 | $5.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.4% | 1,244,364 | $5.4M |
| State Street Corp. | 0.00% | Add +3.5% | 1,230,467 | $5.4M |
| Heartland Advisors Inc. | 0.29% | Add +184.3% | 1,200,000 | $5.2M |
| Portolan Capital Management, LLC | 0.42% | Reduce -4.7% | 1,186,380 | $5.2M |
| Kennedy Capital Management LLC | 0.07% | Add +1607.6% | 778,611 | $3.4M |
| Loomis Sayles & Co. L P | 0.00% | No change | 775,090 | $3.4M |
| Bank of America Corp. | 0.00% | Reduce -0.4% | 608,427 | $2.6M |
| First Trust Advisors LP | 0.00% | Add +58.5% | 568,373 | $2.5M |
| Northern Trust Corp. | 0.00% | Reduce -4.5% | 507,189 | $2.2M |
| Maven Securities LTD | 0.34% | New | 500,000 | $2.2M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | New | 483,700 | $2.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.3% | 474,214 | $2.1M |
| Gsa Capital Partners LLP | 0.13% | Add +53.3% | 438,119 | $1.9M |
| First Eagle Investment Management, LLC | 0.00% | New | 305,338 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +4.7% | 266,415 | $1.2M |
| Morgan Stanley | 0.00% | Reduce -4.3% | 232,928 | $1.0M |
| Paloma Partners Management Co | 0.10% | Add +6.3% | 217,904 | $948K |
| Two Sigma Advisers, LP | 0.00% | Reduce -53.5% | 174,700 | $760K |
| Algert Global LLC | 0.02% | Reduce -38.7% | 163,463 | $711K |
| Register Financial Advisors LLC | 0.36% | Reduce -9.2% | 162,800 | $708K |
| Sendero Wealth Management, LLC | 0.12% | Add +6.5% | 162,800 | $708K |
| Nuveen Asset Management, LLC | 0.00% | Reduce -67.6% | 154,702 | $673K |
| Black Diamond Financial, LLC | 0.12% | Add +16.5% | 141,735 | $617K |
| Swiss National Bank | 0.00% | No change | 121,300 | $528K |
| Invesco Ltd. | 0.00% | Add +16.8% | 114,388 | $498K |
| Two Sigma Investments, LP | 0.00% | Reduce -73.5% | 111,341 | $484K |
| Sei Investments Co. | 0.00% | Reduce -10.3% | 111,286 | $484K |
| Mariner, LLC | 0.00% | Add +158.5% | 107,779 | $469K |
| Alliancebernstein L.P. | 0.00% | Add +36.3% | 100,590 | $438K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +27.6% | 94,720 | $412K |
| Royal Bank of Canada | 0.00% | Add +4.3% | 85,613 | $373K |
| Goldman Sachs Group Inc. | 0.00% | Add +39.2% | 85,711 | $373K |
| Jane Street Group, LLC | 0.00% | Add +705.9% | 85,277 | $371K |
| Jump Financial, LLC | 0.01% | Add +161.5% | 85,000 | $370K |
| Rhumbline Advisers | 0.00% | Add +2.2% | 78,388 | $341K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 68,000 | $296K |
| Legal & General Group Plc | 0.00% | Reduce -0.4% | 58,656 | $255K |
| California State Teachers Retirement System | 0.00% | Reduce -3.6% | 57,899 | $252K |
| Quadrature Capital Ltd | 0.00% | Add +162.4% | 57,121 | $248K |
| Janus Henderson Group PLC | 0.00% | Reduce -81.8% | 53,100 | $231K |
| LPL Financial LLC | 0.00% | Add +2.1% | 47,482 | $207K |
| JPMorgan Chase & Co. | 0.00% | Add +4.3% | 47,373 | $206K |
| Wells Fargo & Company | 0.00% | Add +1.3% | 40,637 | $177K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.9% | 37,212 | $162K |
| Nebula Research & Development LLC | 0.03% | Add +46.9% | 35,955 | $156K |
| Visionary Wealth Advisors | 0.01% | No change | 35,000 | $152K |
| Verition Fund Management LLC | 0.00% | New | 31,891 | $139K |
| Creative Planning | 0.00% | Add +57.3% | 30,602 | $133K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.6% | 30,117 | $131K |
| MetLife Investment Management, LLC | 0.00% | Add +20.4% | 30,072 | $131K |
| M&T Bank Corp | 0.00% | Add +0.5% | 28,576 | $124K |
| UBS Group AG | 0.00% | Reduce -45.7% | 27,733 | $121K |
| D. E. Shaw & Co. | 0.00% | Reduce -20.2% | 27,507 | $120K |
| Corebridge Financial, Inc. | 0.00% | — | 27,445 | $119K |
| Stoneridge Investment Partners LLC | 0.04% | No change | 24,722 | $108K |
| D.A. Davidson & Co. | 0.00% | New | 24,265 | $106K |
| Squarepoint Ops LLC | 0.00% | New | 21,685 | $94K |
| Voya Investment Management LLC | 0.00% | No change | 20,316 | $88K |
| First Merchants Corp. | 0.00% | New | 20,000 | $87K |
| Brevan Howard Capital Management LP | 0.01% | Add +55.1% | 19,847 | $86K |
| Barclays PLC | 0.00% | Reduce -63.5% | 18,801 | $82K |
| Susquehanna International Group, LLP | 0.00% | Add +65.4% | 17,303 | $75K |
| EntryPoint Capital, LLC | 0.03% | New | 17,178 | $75K |
| Arizona State Retirement System | 0.00% | Add +0.8% | 16,816 | $73K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 16,395 | $72K |
| State Board of Administration of Florida Retirement System | 0.00% | New | 16,220 | $71K |
| Arbor Wealth Advisors LLC | 0.07% | No change | 15,260 | $66K |
| Citigroup Inc. | 0.00% | Add +24.1% | 13,258 | $58K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 13,010 | $57K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.2% | 13,000 | $57K |
| Victory Capital Management Inc. | 0.00% | New | 10,781 | $47K |
| Cetera Investment Advisers | 0.00% | Reduce -20.1% | 10,440 | $45K |
| Raymond James & Associates | 0.00% | New | 10,266 | $45K |
| Stifel Financial Corp. | 0.00% | New | 10,040 | $44K |
| Koshinski Asset Management, Inc. | 0.00% | No change | 10,000 | $41K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.1% | 8,872 | $39K |
| State of Wyoming | 0.01% | New | 7,410 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +286.3% | 7,406 | $32K |
| Innealta Capital, LLC | 0.01% | New | 5,203 | $23K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,543 | $20K |
| FMR LLC | 0.00% | Reduce -86.5% | 2,161 | $9K |
| Amalgamated Bank | 0.00% | No change | 2,091 | $9K |
| Pathway Financial Advisers, LLC | 0.00% | Add +87.3% | 1,873 | $8K |
| Osaic Holdings, Inc. | 0.00% | Add +18.1% | 1,269 | $6K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -88.5% | 843 | $4K |
| Private Trust Co. NA | 0.00% | Reduce -11.7% | 717 | $3K |
| Deutsche Bank AG | 0.00% | Reduce -97.8% | 642 | $3K |
| Simplex Trading, LLC | 0.00% | New | 635 | $2K |
| Cwm, LLC | 0.00% | Add +621.8% | 397 | $2K |
| Arax Advisory Partners | 0.00% | New | 415 | $2K |
| US Bancorp \de | 0.00% | New | 395 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 322 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 272 | $1K |
| Rothschild Investment LLC | 0.00% | Add +150.0% | 250 | $1K |
| Rise Advisors, LLC | 0.00% | New | 200 | $870 |
| Lindbrook Capital, LLC | 0.00% | New | 197 | $857 |
| Macquarie Group Ltd. | 0.00% | New | 185 | $805 |
| Huntington National Bank | 0.00% | New | 93 | $405 |
| Nisa Investment Advisors, LLC | 0.00% | Add +52.7% | 84 | $365 |
| Allworth Financial LP | 0.00% | No change | 53 | $251 |
| Covestor Ltd | 0.00% | No change | 22 | $0 |
"% of holder's portfolio" is CTOS's weight in each manager's 13F, not the share of Custom Truck One Source Inc. the manager owns.