Custom Truck One SourceCTOS
13F holders, Q1 2025 (March 31)142holders +17
30new positions
13sold out
5famous investors
$4.21avg. 13F price*
At the end of Q1 2025, 142 institutions reported holding Custom Truck One Source Inc. (CTOS) in their 13F filings, up 17 from Q4 2024. 30 opened new positions and 13 sold out. The largest holders were Platinum Equity Advisors, LLC ($661.5M), T. Rowe Price Investment Management, Inc. ($32.6M) and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($22.4M). 5 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Custom Truck One Source Inc.
- CUSIP
- 23204X103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $2.3M |
| Exits | 13 | $85.0M |
All 13F filers, Q4 2024 → Q1 2025: 13,143,705 shares bought and 21,758,622 shares sold, net −8,614,917 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 142 holders
| Platinum Equity Advisors, LLC | 14.72% | Add +5.5% | 156,743,635 | $661.5M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +4.3% | 7,724,424 | $32.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Add +45.0% | 5,305,702 | $22.4M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +2.2% | 4,307,058 | $18.1M |
| Canvas Wealth Advisors, LLC | 4.41% | Add +8.8% | 4,468,342 | $17.2M |
| Vanguard Group Inc. | 0.00% | Reduce -1.6% | 3,839,405 | $16.2M |
| BlackRock, Inc. | 0.00% | Reduce -0.7% | 3,658,252 | $15.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +22.8% | 3,412,519 | $14.4M |
| Boston Partners | 0.02% | Reduce -16.5% | 3,168,709 | $13.4M |
| Alyeska Investment Group, L.P. | 0.03% | Add +2.9% | 2,013,660 | $8.5M |
| Clearbridge Investments, LLC | 0.01% | Reduce -1.8% | 1,838,615 | $7.8M |
| Portolan Capital Management, LLC | 0.45% | Reduce -3.7% | 1,397,327 | $5.9M |
| Bank of America Corp. | 0.00% | Add +5.8% | 1,388,708 | $5.9M |
| Catawba River Capital | 3.51% | Add +1.4% | 1,367,779 | $5.8M |
| Heartland Advisors Inc. | 0.29% | No change | 1,200,000 | $5.1M |
| Geode Capital Management, LLC | 0.00% | Add +3.3% | 1,194,306 | $5.0M |
| State Street Corp. | 0.00% | Reduce -4.0% | 1,160,695 | $4.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -35.7% | 971,284 | $4.1M |
| Gilder Gagnon Howe & Co. LLC | 0.04% | Reduce -15.2% | 790,761 | $3.3M |
| UBS Group AG | 0.00% | Add +27.6% | 593,927 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +223.5% | 529,589 | $2.2M |
| First Trust Advisors LP | 0.00% | Reduce -47.1% | 510,544 | $2.2M |
| Northern Trust Corp. | 0.00% | Reduce -1.4% | 446,302 | $1.9M |
| Gsa Capital Partners LLP | 0.17% | Add +141.8% | 445,610 | $1.9M |
| Morgan Stanley | 0.00% | Add +13.0% | 435,097 | $1.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.5% | 432,272 | $1.8M |
| Black Diamond Financial, LLC | 0.16% | Reduce -75.0% | 252,610 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -76.8% | 236,379 | $998K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +64.8% | 187,936 | $793K |
| Nuveen, LLC | 0.00% | — | 165,752 | $699K |
| Sendero Wealth Management, LLC | 0.10% | No change | 162,800 | $687K |
| TD Asset Management Inc | 0.00% | No change | 145,848 | $615K |
| First Eagle Investment Management, LLC | 0.00% | New | 145,523 | $614K |
| Point72 Asset Management | 0.00% | New | 136,255 | $575K |
| Swiss National Bank | 0.00% | Add +15.6% | 135,700 | $573K |
| Sei Investments Co. | 0.00% | Reduce -2.0% | 122,103 | $515K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.2% | 119,690 | $505K |
| Biondo Investment Advisors, LLC | 0.07% | Add +60.6% | 114,000 | $481K |
| Invesco Ltd. | 0.00% | Add +12.8% | 110,816 | $468K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +3.6% | 110,500 | $466K |
| Register Financial Advisors LLC | 0.24% | Add +12.8% | 110,300 | $465K |
| California State Teachers Retirement System | 0.00% | Add +101.7% | 110,188 | $465K |
| Maven Securities LTD | 0.08% | Add +114.2% | 85,673 | $362K |
| Susquehanna International Group, LLP | 0.00% | Add +135.0% | 81,282 | $343K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | — | 77,837 | $328K |
| Citigroup Inc. | 0.00% | Add +59.1% | 74,870 | $316K |
| Rhumbline Advisers | 0.00% | Add +1.5% | 73,701 | $311K |
| Mariner, LLC | 0.00% | Add +6.7% | 69,477 | $293K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 68,000 | $287K |
| Barclays PLC | 0.00% | Reduce -25.2% | 66,924 | $282K |
| Alliancebernstein L.P. | 0.00% | Reduce -3.5% | 62,670 | $264K |
| Cetera Investment Advisers | 0.00% | Add +118.8% | 58,343 | $246K |
| Nebula Research & Development LLC | 0.02% | Add +15.7% | 57,869 | $244K |
| Legal & General Group Plc | 0.00% | No change | 57,537 | $243K |
| Kennedy Capital Management LLC | 0.01% | Reduce -86.4% | 54,773 | $231K |
| Renaissance Technologies | 0.00% | New | 53,200 | $225K |
| LPL Financial LLC | 0.00% | Add +9.9% | 51,564 | $218K |
| Wells Fargo & Company | 0.00% | Reduce -9.1% | 42,988 | $181K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.0% | 35,077 | $148K |
| Visionary Wealth Advisors | 0.01% | No change | 35,000 | $148K |
| Janus Henderson Group PLC | 0.00% | No change | 28,800 | $128K |
| Stoneridge Investment Partners LLC | 0.11% | No change | 30,335 | $128K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.9% | 29,082 | $123K |
| JPMorgan Chase & Co. | 0.00% | Add +9.5% | 25,364 | $107K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | New | 25,168 | $106K |
| M&T Bank Corp | 0.00% | Reduce -6.5% | 24,374 | $103K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 24,224 | $102K |
| Millennium Management | 0.00% | Reduce -69.0% | 22,694 | $96K |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.7% | 21,470 | $91K |
| Quantinno Capital Management LP | 0.00% | New | 20,956 | $88K |
| Arizona State Retirement System | 0.00% | Add +17.2% | 20,087 | $85K |
| Jump Financial, LLC | 0.00% | Reduce -62.9% | 20,030 | $85K |
| First Merchants Corp. | 0.00% | No change | 20,000 | $84K |
| Intech Investment Management LLC | 0.00% | Reduce -25.8% | 18,361 | $77K |
| Zacks Investment Management | 0.00% | New | 18,204 | $77K |
| Two Sigma Investments, LP | 0.00% | Add +32.7% | 17,448 | $74K |
| EntryPoint Capital, LLC | 0.03% | Reduce -51.5% | 17,172 | $72K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 16,877 | $71K |
| MetLife Investment Management, LLC | 0.00% | Reduce -46.3% | 16,812 | $71K |
| SG Americas Securities, LLC | 0.00% | Reduce -47.8% | 16,469 | $69K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,220 | $68K |
| CWA Asset Management Group, LLC | 0.00% | New | 16,000 | $68K |
| Arbor Wealth Advisors LLC | 0.06% | No change | 15,260 | $64K |
| Stifel Financial Corp. | 0.00% | Add +36.8% | 15,139 | $64K |
| AQR Capital Management | 0.00% | New | 14,948 | $63K |
| Royal Bank of Canada | 0.00% | Reduce -19.5% | 15,063 | $63K |
| Voya Investment Management LLC | 0.00% | Reduce -15.3% | 14,632 | $62K |
| Quadrature Capital Ltd | 0.00% | New | 13,475 | $57K |
| FMR LLC | 0.00% | Add +17.0% | 13,093 | $55K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.8% | 13,085 | $55K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 13,010 | $55K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 12,939 | $55K |
| Bayesian Capital Management, LP | 0.01% | New | 12,800 | $54K |
| Sherbrooke Park Advisers LLC | 0.02% | New | 12,521 | $53K |
| GWN Securities Inc. | 0.00% | New | 11,789 | $50K |
| KLP Kapitalforvaltning As | 0.00% | No change | 11,600 | $49K |
| Cibc World Markets Corp. | 0.00% | New | 10,972 | $46K |
| ProShare Advisors LLC | 0.00% | Reduce -23.1% | 10,703 | $45K |
| Teza Capital Management LLC | 0.02% | New | 10,558 | $45K |
| Teacher Retirement System of Texas | 0.00% | New | 10,136 | $43K |
| New York State Common Retirement Fund | 0.00% | No change | 8,872 | $37K |
| DekaBank Deutsche Girozentrale | 0.00% | New | 4,959 | $29K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 5,829 | $25K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,543 | $19K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 3,847 | $16K |
| Cwm, LLC | 0.00% | Add +1.0% | 3,713 | $16K |
| Simplex Trading, LLC | 0.00% | New | 3,171 | $13K |
| BNP Paribas Financial Markets | 0.00% | Reduce -49.4% | 3,050 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +48.0% | 2,878 | $12K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,675 | $11K |
| Amalgamated Bank | 0.00% | No change | 2,091 | $9K |
| Comerica Bank | 0.00% | No change | 1,380 | $6K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,126 | $5K |
| Private Trust Co. NA | 0.00% | Add +36.5% | 979 | $4K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +68.6% | 843 | $4K |
| GAMMA Investing LLC | 0.00% | Add +10.7% | 867 | $4K |
| Osaic Holdings, Inc. | 0.00% | Reduce -61.8% | 825 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +1385.7% | 728 | $3K |
| US Bancorp \de | 0.00% | No change | 728 | $3K |
| Deutsche Bank AG | 0.00% | No change | 642 | $3K |
| Group One Trading LLC | 0.00% | New | 500 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 476 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 447 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 445 | $2K |
| Lindbrook Capital, LLC | 0.00% | Reduce -13.9% | 426 | $2K |
| Sterling Capital Management LLC | 0.00% | Reduce -45.3% | 336 | $1K |
| WPG Advisers, LLC | 0.00% | Add +42.8% | 327 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 272 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | Add +15.3% | 257 | $1K |
| Quarry LP | 0.00% | New | 253 | $1K |
| Huntington National Bank | 0.00% | Reduce -3.6% | 213 | $899 |
| Signaturefd, LLC | 0.00% | Add +707.7% | 210 | $886 |
| Rise Advisors, LLC | 0.00% | No change | 200 | $844 |
| Geneos Wealth Management Inc. | 0.00% | No change | 151 | $637 |
| Rothschild Investment LLC | 0.00% | New | 135 | $570 |
| Arax Advisory Partners | 0.00% | New | 134 | $566 |
| North Star Investment Management Corp. | 0.00% | New | 100 | $422 |
| Parallel Advisors, LLC | 0.00% | New | 98 | $414 |
| Stephens Consulting, LLC | 0.00% | New | 75 | $317 |
| Allworth Financial LP | 0.00% | No change | 53 | $226 |
| True Wealth Design, LLC | 0.00% | New | 46 | $195 |
| 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.