Custom Truck One SourceCTOS
13F holders, Q3 2024 (September 30)122holders +8
19new positions
13sold out
4famous investors
$3.45avg. 13F price*
At the end of Q3 2024, 122 institutions reported holding Custom Truck One Source Inc. (CTOS) in their 13F filings, up 8 from Q2 2024. 19 opened new positions and 13 sold out. The largest holders were Platinum Equity Advisors, LLC ($512.7M), ECP ControlCo, LLC ($80.7M) and Allspring Global Investments Holdings, LLC ($16.3M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $15.1M |
| Exits | 13 | $8.8M |
All 13F filers, Q2 2024 → Q3 2024: 7,648,063 shares bought and 7,490,663 shares sold, net +157,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| Platinum Equity Advisors, LLC | 86.69% | No change | 148,600,000 | $512.7M |
| ECP ControlCo, LLC | 24.55% | Reduce -9.2% | 23,384,879 | $80.7M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -4.5% | 4,715,225 | $16.3M |
| Canvas Wealth Advisors, LLC | 3.62% | Add +7.3% | 3,804,610 | $13.1M |
| BlackRock, Inc. | 0.00% | — | 3,802,300 | $13.1M |
| T. Rowe Price Investment Management, Inc. | 0.01% | New | 3,611,644 | $12.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +2.2% | 3,405,676 | $11.7M |
| Vanguard Group Inc. | 0.00% | Add +1.4% | 3,311,284 | $11.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +20.4% | 2,704,849 | $9.3M |
| Federated Hermes, Inc. | 0.02% | Reduce -14.4% | 2,380,000 | $8.2M |
| Alyeska Investment Group, L.P. | 0.04% | Reduce -12.9% | 2,052,896 | $7.1M |
| Clearbridge Investments, LLC | 0.01% | Reduce -0.7% | 1,860,598 | $6.4M |
| Black Diamond Financial, LLC | 0.98% | Add +906.8% | 1,427,000 | $5.8M |
| Catawba River Capital | 2.96% | Reduce -0.2% | 1,355,137 | $4.7M |
| Gilder Gagnon Howe & Co. LLC | 0.05% | Reduce -10.8% | 1,328,558 | $4.6M |
| State Street Corp. | 0.00% | Reduce -0.1% | 1,229,621 | $4.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.3% | 1,202,892 | $4.2M |
| Heartland Advisors Inc. | 0.17% | Reduce -20.8% | 950,000 | $3.3M |
| First Trust Advisors LP | 0.00% | Add +24.0% | 704,849 | $2.4M |
| Kennedy Capital Management LLC | 0.05% | Reduce -16.9% | 646,620 | $2.2M |
| Bank of America Corp. | 0.00% | Add +1.9% | 620,220 | $2.1M |
| Portolan Capital Management, LLC | 0.14% | Reduce -51.6% | 574,300 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +939.4% | 492,411 | $1.7M |
| Northern Trust Corp. | 0.00% | Reduce -4.3% | 485,254 | $1.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.8% | 446,464 | $1.5M |
| Morgan Stanley | 0.00% | Add +66.4% | 387,592 | $1.3M |
| Citadel Advisors | 0.00% | New | 374,366 | $1.3M |
| Gsa Capital Partners LLP | 0.07% | Reduce -36.6% | 277,545 | $958K |
| Paloma Partners Management Co | 0.06% | Add +17.6% | 256,146 | $884K |
| Bank of New York Mellon Corp | 0.00% | Reduce -15.3% | 225,678 | $779K |
| Nuveen Asset Management, LLC | 0.00% | Add +7.1% | 165,752 | $572K |
| Sendero Wealth Management, LLC | 0.09% | No change | 162,800 | $562K |
| Goldman Sachs Group Inc. | 0.00% | Add +86.9% | 160,175 | $553K |
| Register Financial Advisors LLC | 0.25% | Reduce -14.7% | 138,800 | $479K |
| Sei Investments Co. | 0.00% | Add +15.7% | 128,725 | $444K |
| Swiss National Bank | 0.00% | Reduce -3.2% | 117,400 | $405K |
| TD Asset Management Inc | 0.00% | New | 110,048 | $396K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +15.7% | 109,626 | $378K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -77.5% | 108,800 | $375K |
| Invesco Ltd. | 0.00% | Reduce -14.3% | 98,007 | $338K |
| Jane Street Group, LLC | 0.00% | Add +4.9% | 89,432 | $309K |
| Barclays PLC | 0.00% | Add +349.6% | 84,526 | $292K |
| Alliancebernstein L.P. | 0.00% | Reduce -16.4% | 84,090 | $290K |
| Mariner, LLC | 0.00% | Reduce -23.9% | 82,058 | $283K |
| Rhumbline Advisers | 0.00% | Reduce -8.7% | 71,601 | $247K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 68,000 | $235K |
| Renaissance Technologies | 0.00% | New | 63,000 | $217K |
| Legal & General Group Plc | 0.00% | Reduce -0.4% | 58,396 | $201K |
| Two Sigma Advisers, LP | 0.00% | Reduce -67.1% | 57,400 | $198K |
| California State Teachers Retirement System | 0.00% | Reduce -3.0% | 56,150 | $194K |
| Citigroup Inc. | 0.00% | Add +323.4% | 56,135 | $194K |
| Janus Henderson Group PLC | 0.00% | No change | 53,100 | $183K |
| Susquehanna International Group, LLP | 0.00% | Add +185.5% | 49,405 | $170K |
| LPL Financial LLC | 0.00% | Add +1.2% | 48,051 | $166K |
| Nebula Research & Development LLC | 0.02% | Add +20.1% | 43,167 | $149K |
| Millennium Management | 0.00% | New | 41,275 | $142K |
| Squarepoint Ops LLC | 0.00% | Add +88.6% | 40,906 | $141K |
| D. E. Shaw & Co. | 0.00% | Add +47.7% | 40,634 | $140K |
| Biondo Investment Advisors, LLC | 0.02% | New | 40,000 | $138K |
| Aquatic Capital Management LLC | 0.00% | New | 39,600 | $137K |
| Royal Bank of Canada | 0.00% | Reduce -54.5% | 38,957 | $134K |
| Wells Fargo & Company | 0.00% | Reduce -4.8% | 38,706 | $134K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.9% | 35,764 | $123K |
| Visionary Wealth Advisors | 0.01% | No change | 35,000 | $121K |
| UBS Group AG | 0.00% | Add +16.5% | 32,303 | $111K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.4% | 31,130 | $107K |
| D.A. Davidson & Co. | 0.00% | Add +20.5% | 29,240 | $101K |
| FMR LLC | 0.00% | Add +1234.8% | 28,846 | $100K |
| Acadian Asset Management LLC | 0.00% | New | 27,867 | $96K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 27,276 | $94K |
| M&T Bank Corp | 0.00% | Reduce -6.4% | 26,757 | $92K |
| EntryPoint Capital, LLC | 0.05% | Add +47.0% | 25,244 | $87K |
| Stoneridge Investment Partners LLC | 0.03% | Add +0.6% | 24,857 | $86K |
| Sherbrooke Park Advisers LLC | 0.02% | New | 24,445 | $84K |
| Voya Investment Management LLC | 0.00% | Add +1.1% | 20,531 | $71K |
| First Merchants Corp. | 0.00% | No change | 20,000 | $69K |
| Quadrature Capital Ltd | 0.00% | Reduce -66.9% | 18,891 | $65K |
| SG Americas Securities, LLC | 0.00% | New | 18,610 | $64K |
| Creative Planning | 0.00% | Reduce -40.4% | 18,235 | $63K |
| Arizona State Retirement System | 0.00% | Add +2.9% | 17,307 | $60K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 16,395 | $57K |
| Intech Investment Management LLC | 0.00% | New | 16,233 | $56K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,220 | $56K |
| Arbor Wealth Advisors LLC | 0.05% | No change | 15,260 | $53K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 13,010 | $45K |
| Mercer Global Advisors Inc. | 0.00% | No change | 13,000 | $43K |
| MetLife Investment Management, LLC | 0.00% | Reduce -60.1% | 12,012 | $41K |
| Cetera Investment Advisers | 0.00% | Reduce -2.0% | 10,227 | $35K |
| Raymond James & Associates | 0.00% | Reduce -0.5% | 10,216 | $35K |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 10,034 | $35K |
| Koshinski Asset Management, Inc. | 0.00% | No change | 10,000 | $35K |
| New York State Common Retirement Fund | 0.00% | No change | 8,872 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | New | 5,350 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,543 | $16K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 3,847 | $13K |
| NewEdge Advisors, LLC | 0.00% | New | 2,675 | $9K |
| Osaic Holdings, Inc. | 0.00% | Add +70.1% | 2,159 | $7K |
| Amalgamated Bank | 0.00% | No change | 2,091 | $7K |
| Cwm, LLC | 0.00% | Add +387.9% | 1,937 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -72.6% | 2,028 | $7K |
"% 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.