Custom Truck One SourceCTOS
13F holders, Q4 2024 (December 31)125holders +3
14new positions
13sold out
2famous investors
$4.81avg. 13F price*
At the end of Q4 2024, 125 institutions reported holding Custom Truck One Source Inc. (CTOS) in their 13F filings, up 3 from Q3 2024. 14 opened new positions and 13 sold out. The largest holders were Platinum Equity Advisors, LLC ($714.8M), ECP ControlCo, LLC ($78.3M) and T. Rowe Price Investment Management, Inc. ($35.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Custom Truck One Source Inc.
- CUSIP
- 23204X103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $19.3M |
| Exits | 13 | $1.0M |
All 13F filers, Q3 2024 → Q4 2024: 13,925,158 shares bought and 11,653,582 shares sold, net +2,271,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| Platinum Equity Advisors, LLC | 14.65% | No change | 148,600,000 | $714.8M |
| ECP ControlCo, LLC | 30.18% | Reduce -30.4% | 16,287,270 | $78.3M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +105.1% | 7,407,782 | $35.6M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -10.6% | 4,213,968 | $20.4M |
| Canvas Wealth Advisors, LLC | 4.96% | Add +8.0% | 4,108,354 | $19.8M |
| Vanguard Group Inc. | 0.00% | Add +17.9% | 3,903,855 | $18.8M |
| Boston Partners | 0.02% | New | 3,796,424 | $18.3M |
| BlackRock, Inc. | 0.00% | Reduce -3.1% | 3,684,157 | $17.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Add +7.5% | 3,659,904 | $17.6M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.7% | 2,778,062 | $13.4M |
| Alyeska Investment Group, L.P. | 0.04% | Reduce -4.7% | 1,957,030 | $9.4M |
| Clearbridge Investments, LLC | 0.01% | Add +0.6% | 1,872,536 | $9.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +216379.2% | 1,511,025 | $7.3M |
| Portolan Capital Management, LLC | 0.47% | Add +152.8% | 1,451,573 | $7.0M |
| Catawba River Capital | 3.87% | Reduce -0.4% | 1,349,220 | $6.5M |
| Bank of America Corp. | 0.00% | Add +111.5% | 1,312,083 | $6.3M |
| State Street Corp. | 0.00% | Reduce -1.7% | 1,208,829 | $5.8M |
| Heartland Advisors Inc. | 0.31% | Add +26.3% | 1,200,000 | $5.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.9% | 1,155,688 | $5.6M |
| Federated Hermes, Inc. | 0.01% | Reduce -54.8% | 1,075,000 | $5.2M |
| Citadel Advisors | 0.00% | Add +171.7% | 1,017,201 | $4.9M |
| Black Diamond Financial, LLC | 0.73% | Reduce -29.1% | 1,012,247 | $4.9M |
| First Trust Advisors LP | 0.00% | Add +36.9% | 964,571 | $4.6M |
| Gilder Gagnon Howe & Co. LLC | 0.05% | Reduce -29.8% | 932,349 | $4.5M |
| UBS Group AG | 0.00% | Add +1340.9% | 465,443 | $2.2M |
| Northern Trust Corp. | 0.00% | Reduce -6.8% | 452,416 | $2.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.7% | 443,473 | $2.1M |
| Kennedy Capital Management LLC | 0.04% | Reduce -37.6% | 403,596 | $1.9M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 384,991 | $1.9M |
| Gsa Capital Partners LLP | 0.07% | Reduce -33.6% | 184,282 | $886K |
| Paloma Partners Management Co | 0.08% | Reduce -33.6% | 170,000 | $818K |
| Nuveen Asset Management, LLC | 0.00% | No change | 165,752 | $797K |
| Goldman Sachs Group Inc. | 0.00% | Add +2.2% | 163,727 | $788K |
| Sendero Wealth Management, LLC | 0.12% | No change | 162,800 | $783K |
| TD Asset Management Inc | 0.00% | Add +32.5% | 145,848 | $702K |
| Sei Investments Co. | 0.00% | Reduce -3.2% | 124,565 | $599K |
| Bank of New York Mellon Corp | 0.00% | Reduce -45.2% | 123,592 | $594K |
| Swiss National Bank | 0.00% | No change | 117,400 | $565K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.0% | 114,050 | $549K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -1.9% | 106,700 | $513K |
| Invesco Ltd. | 0.00% | Add +0.2% | 98,199 | $472K |
| Register Financial Advisors LLC | 0.24% | Reduce -29.5% | 97,800 | $470K |
| Barclays PLC | 0.00% | Add +5.8% | 89,436 | $430K |
| Millennium Management | 0.00% | Add +77.5% | 73,250 | $352K |
| Rhumbline Advisers | 0.00% | Add +1.4% | 72,604 | $349K |
| Biondo Investment Advisors, LLC | 0.05% | Add +77.5% | 71,000 | $342K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 68,000 | $327K |
| Mariner, LLC | 0.00% | Reduce -20.6% | 65,135 | $313K |
| Alliancebernstein L.P. | 0.00% | Reduce -22.8% | 64,940 | $312K |
| Marshall Wace, LLP | 0.00% | New | 57,843 | $278K |
| Legal & General Group Plc | 0.00% | Reduce -1.5% | 57,537 | $277K |
| California State Teachers Retirement System | 0.00% | Reduce -2.7% | 54,632 | $263K |
| Jump Financial, LLC | 0.01% | New | 54,000 | $260K |
| Nebula Research & Development LLC | 0.03% | Add +15.9% | 50,015 | $241K |
| Wells Fargo & Company | 0.00% | Add +22.2% | 47,293 | $227K |
| Citigroup Inc. | 0.00% | Reduce -16.2% | 47,047 | $226K |
| LPL Financial LLC | 0.00% | Reduce -2.4% | 46,902 | $226K |
| Maven Securities LTD | 0.03% | New | 40,000 | $192K |
| EntryPoint Capital, LLC | 0.07% | Add +40.1% | 35,369 | $170K |
| Visionary Wealth Advisors | 0.01% | No change | 35,000 | $168K |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.0% | 34,593 | $166K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -10.0% | 32,174 | $155K |
| SG Americas Securities, LLC | 0.00% | Add +69.4% | 31,523 | $152K |
| MetLife Investment Management, LLC | 0.00% | Add +160.6% | 31,301 | $151K |
| Stoneridge Investment Partners LLC | 0.05% | Add +22.0% | 30,335 | $146K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 29,939 | $144K |
| Janus Henderson Group PLC | 0.00% | Reduce -45.8% | 28,800 | $139K |
| Cetera Investment Advisers | 0.00% | Add +160.7% | 26,659 | $128K |
| M&T Bank Corp | 0.00% | Reduce -2.5% | 26,079 | $125K |
| Intech Investment Management LLC | 0.00% | Add +52.5% | 24,747 | $119K |
| Corebridge Financial, Inc. | 0.00% | Reduce -9.9% | 24,584 | $118K |
| JPMorgan Chase & Co. | 0.00% | Reduce -95.3% | 23,164 | $111K |
| Verition Fund Management LLC | 0.00% | New | 21,448 | $103K |
| First Merchants Corp. | 0.00% | No change | 20,000 | $96K |
| T. Rowe Price Associates Inc. | 0.00% | Add +18.3% | 19,394 | $94K |
| Royal Bank of Canada | 0.00% | Reduce -52.0% | 18,717 | $90K |
| Voya Investment Management LLC | 0.00% | Reduce -15.8% | 17,277 | $83K |
| Arizona State Retirement System | 0.00% | Reduce -1.0% | 17,139 | $82K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,220 | $78K |
| Arbor Wealth Advisors LLC | 0.07% | No change | 15,260 | $73K |
| Mercer Global Advisors Inc. | 0.00% | Add +12.8% | 14,663 | $71K |
| ProShare Advisors LLC | 0.00% | New | 13,925 | $67K |
| Platform Technology Partners | 0.02% | New | 13,791 | $66K |
| Two Sigma Investments, LP | 0.00% | New | 13,148 | $63K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 13,010 | $63K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 12,939 | $62K |
| Jane Street Group, LLC | 0.00% | Reduce -86.3% | 12,278 | $59K |
| KLP Kapitalforvaltning As | 0.00% | — | 11,600 | $56K |
| FMR LLC | 0.00% | Reduce -61.2% | 11,192 | $54K |
| Stifel Financial Corp. | 0.00% | Add +10.3% | 11,070 | $53K |
| Two Sigma Advisers, LP | 0.00% | Reduce -81.7% | 10,500 | $51K |
| Koshinski Asset Management, Inc. | 0.00% | No change | 10,000 | $48K |
| New York State Common Retirement Fund | 0.00% | No change | 8,872 | $43K |
| R Squared Ltd | 0.04% | — | 8,190 | $39K |
| BNP Paribas Financial Markets | 0.00% | New | 6,032 | $29K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.3% | 5,846 | $28K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,543 | $22K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 3,847 | $19K |
| Cwm, LLC | 0.00% | Add +89.7% | 3,675 | $18K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,675 | $13K |
| Pathway Financial Advisers, LLC | 0.00% | Reduce -59.7% | 2,606 | $13K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,159 | $10K |
| Amalgamated Bank | 0.00% | No change | 2,091 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -4.1% | 1,944 | $9K |
| Comerica Bank | 0.00% | No change | 1,380 | $7K |
| GAMMA Investing LLC | 0.00% | Add +61.8% | 783 | $4K |
| US Bancorp \de | 0.00% | Add +293.5% | 728 | $4K |
| Global Retirement Partners, LLC | 0.00% | Add +125.8% | 727 | $3K |
| Private Trust Co. NA | 0.00% | No change | 717 | $3K |
| Deutsche Bank AG | 0.00% | No change | 642 | $3K |
| Sterling Capital Management LLC | 0.00% | Add +582.2% | 614 | $3K |
| Brooklyn Investment Group | 0.00% | New | 530 | $3K |
| Lindbrook Capital, LLC | 0.00% | Reduce -49.1% | 495 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.2% | 500 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 272 | $1K |
| WPG Advisers, LLC | 0.00% | — | 229 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | New | 223 | $1K |
| Huntington National Bank | 0.00% | Reduce -83.7% | 221 | $1K |
| Rise Advisors, LLC | 0.00% | No change | 200 | $962 |
| Geneos Wealth Management Inc. | 0.00% | No change | 151 | $726 |
| Allworth Financial LP | 0.00% | No change | 53 | $269 |
| Smartleaf Asset Management LLC | 0.00% | No change | 49 | $235 |
| Larson Financial Group LLC | 0.00% | New | 30 | $144 |
| Signaturefd, LLC | 0.00% | New | 26 | $125 |
| Covestor Ltd | 0.00% | Add +4.8% | 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.