Custom Truck One SourceCTOS
13F holders, Q2 2025 (June 30)130holders −12
18new positions
30sold out
3famous investors
$4.96avg. 13F price*
At the end of Q2 2025, 130 institutions reported holding Custom Truck One Source Inc. (CTOS) in their 13F filings, down 12 from Q1 2025. 18 opened new positions and 30 sold out. The largest holders were Platinum Equity Advisors, LLC ($774.3M), T. Rowe Price Investment Management, Inc. ($38.5M) and Canvas Wealth Advisors, LLC ($28.3M). 3 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $12.1M |
| Exits | 30 | $13.5M |
All 13F filers, Q1 2025 → Q2 2025: 8,562,263 shares bought and 5,581,708 shares sold, net +2,980,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 130 holders
| Platinum Equity Advisors, LLC | 14.73% | No change | 156,743,635 | $774.3M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +1.0% | 7,802,019 | $38.5M |
| Canvas Wealth Advisors, LLC | 5.59% | Add +6.5% | 4,760,683 | $28.3M |
| Boston Partners | 0.03% | Add +71.5% | 5,433,075 | $26.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Reduce -2.0% | 5,197,595 | $25.7M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -0.3% | 4,295,487 | $21.0M |
| BlackRock, Inc. | 0.00% | Add +14.4% | 4,185,331 | $20.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +18.9% | 4,058,878 | $20.1M |
| Vanguard Group Inc. | 0.00% | Reduce -18.2% | 3,140,896 | $15.5M |
| Alyeska Investment Group, L.P. | 0.04% | Add +1.7% | 2,047,524 | $10.1M |
| ACK Asset Management LLC | 1.22% | New | 1,875,000 | $9.3M |
| Clearbridge Investments, LLC | 0.01% | Reduce -16.9% | 1,528,437 | $7.6M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 1,353,273 | $6.7M |
| Geode Capital Management, LLC | 0.00% | Add +12.7% | 1,346,479 | $6.7M |
| State Street Corp. | 0.00% | Add +3.1% | 1,196,809 | $5.9M |
| Heartland Advisors Inc. | 0.31% | Reduce -6.4% | 1,123,391 | $5.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +9.1% | 1,059,257 | $5.2M |
| Gilder Gagnon Howe & Co. LLC | 0.03% | Reduce -19.1% | 639,788 | $3.2M |
| UBS Group AG | 0.00% | Reduce -5.0% | 564,184 | $2.8M |
| First Eagle Investment Management, LLC | 0.01% | Add +283.7% | 558,353 | $2.8M |
| Gsa Capital Partners LLP | 0.18% | Add +19.7% | 533,223 | $2.6M |
| Northern Trust Corp. | 0.00% | Add +7.8% | 481,166 | $2.4M |
| First Trust Advisors LP | 0.00% | Reduce -6.5% | 477,584 | $2.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.7% | 448,240 | $2.2M |
| Morgan Stanley | 0.00% | Reduce -7.3% | 403,387 | $2.0M |
| Sendero Wealth Management, LLC | 0.24% | Add +140.1% | 390,797 | $1.9M |
| FMR LLC | 0.00% | Add +2337.8% | 319,187 | $1.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +38.0% | 259,371 | $1.3M |
| Kennedy Capital Management LLC | 0.03% | Add +360.1% | 252,031 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -67.0% | 174,651 | $863K |
| Nuveen, LLC | 0.00% | Reduce -10.1% | 149,031 | $736K |
| Bank of New York Mellon Corp | 0.00% | Add +24.5% | 149,007 | $736K |
| TD Asset Management Inc | 0.00% | Add +1.8% | 148,438 | $733K |
| Susquehanna International Group, LLP | 0.00% | Add +66.6% | 135,393 | $669K |
| Bridgeway Capital Management, LLC | 0.02% | New | 133,214 | $658K |
| Empowered Funds, LLC | 0.01% | New | 133,214 | $658K |
| Swiss National Bank | 0.00% | Reduce -4.7% | 129,300 | $639K |
| Royal Bank of Canada | 0.00% | Add +728.5% | 124,796 | $616K |
| Invesco Ltd. | 0.00% | Add +12.4% | 124,583 | $615K |
| Sei Investments Co. | 0.00% | Add +0.3% | 122,464 | $605K |
| Register Financial Advisors LLC | 0.26% | Add +9.1% | 120,300 | $594K |
| Barclays PLC | 0.00% | Add +71.5% | 114,760 | $567K |
| Point72 Asset Management | 0.00% | Reduce -16.1% | 114,312 | $565K |
| Biondo Investment Advisors, LLC | 0.07% | No change | 114,000 | $563K |
| Mariner, LLC | 0.00% | Add +60.3% | 111,402 | $550K |
| California State Teachers Retirement System | 0.00% | Reduce -3.4% | 106,492 | $526K |
| Jump Financial, LLC | 0.01% | Add +430.5% | 106,258 | $525K |
| Citigroup Inc. | 0.00% | Add +26.8% | 94,894 | $469K |
| Rhumbline Advisers | 0.00% | Add +19.9% | 88,395 | $437K |
| Alliancebernstein L.P. | 0.00% | Add +34.8% | 84,470 | $417K |
| American Century Companies Inc. | 0.00% | New | 68,765 | $340K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 68,000 | $336K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -15.2% | 66,037 | $326K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 62,337 | $308K |
| Cetera Investment Advisers | 0.00% | Add +1.7% | 59,349 | $293K |
| Legal & General Group Plc | 0.00% | Add +1.3% | 58,281 | $288K |
| LPL Financial LLC | 0.00% | Add +10.5% | 56,965 | $281K |
| Wells Fargo & Company | 0.00% | Add +14.3% | 49,139 | $243K |
| Los Angeles Capital Management LLC | 0.00% | New | 44,665 | $221K |
| Intech Investment Management LLC | 0.00% | Add +132.2% | 42,636 | $211K |
| Nebula Research & Development LLC | 0.02% | Reduce -29.2% | 40,972 | $202K |
| Algert Global LLC | 0.00% | New | 40,710 | $201K |
| AQR Capital Management | 0.00% | Add +171.1% | 40,523 | $200K |
| Deutsche Bank AG | 0.00% | Add +6000.8% | 39,167 | $193K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.8% | 37,448 | $185K |
| MetLife Investment Management, LLC | 0.00% | Add +113.7% | 35,921 | $177K |
| EntryPoint Capital, LLC | 0.09% | Add +105.9% | 35,357 | $175K |
| Visionary Wealth Advisors | 0.01% | No change | 35,000 | $173K |
| Envestnet Asset Management Inc. | 0.00% | Add +9.5% | 31,855 | $157K |
| Stoneridge Investment Partners LLC | 0.11% | No change | 30,335 | $150K |
| T. Rowe Price Associates Inc. | 0.00% | Add +40.7% | 30,211 | $150K |
| JPMorgan Chase & Co. | 0.00% | Add +16.0% | 29,422 | $145K |
| Janus Henderson Group PLC | 0.00% | No change | 28,800 | $142K |
| M&T Bank Corp | 0.00% | Add +7.6% | 26,222 | $130K |
| Black Diamond Financial, LLC | 0.02% | Reduce -89.7% | 26,100 | $129K |
| Squarepoint Ops LLC | 0.00% | New | 24,074 | $119K |
| Two Sigma Investments, LP | 0.00% | Add +18.6% | 20,696 | $102K |
| Citadel Advisors | 0.00% | Reduce -91.4% | 20,361 | $101K |
| Platform Technology Partners | 0.03% | New | 20,000 | $99K |
| Arizona State Retirement System | 0.00% | Reduce -1.6% | 19,756 | $98K |
| Sherbrooke Park Advisers LLC | 0.04% | Add +55.0% | 19,408 | $96K |
| Zacks Investment Management | 0.00% | No change | 18,204 | $90K |
| Voya Investment Management LLC | 0.00% | Add +21.3% | 17,746 | $88K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,220 | $80K |
| CWA Asset Management Group, LLC | 0.00% | No change | 16,000 | $79K |
| Arbor Wealth Advisors LLC | 0.06% | No change | 15,260 | $75K |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 15,052 | $74K |
| Truist Financial Corp. | 0.00% | New | 15,000 | $74K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 13,010 | $64K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 12,939 | $64K |
| ProShare Advisors LLC | 0.00% | Add +15.5% | 12,360 | $61K |
| R Squared Ltd | 0.03% | New | 11,935 | $59K |
| Jane Street Group, LLC | 0.00% | New | 11,830 | $58K |
| KLP Kapitalforvaltning As | 0.00% | No change | 11,600 | $57K |
| Quantinno Capital Management LP | 0.00% | Reduce -46.1% | 11,286 | $56K |
| Teza Capital Management LLC | 0.04% | Reduce -3.2% | 10,224 | $51K |
| Teacher Retirement System of Texas | 0.00% | Add +0.9% | 10,224 | $51K |
| New York State Common Retirement Fund | 0.00% | No change | 8,872 | $44K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +146.7% | 7,101 | $35K |
| Quantbot Technologies LP | 0.00% | New | 6,998 | $35K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Reduce -74.3% | 6,474 | $32K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +35.5% | 6,154 | $30K |
| BNP Paribas Financial Markets | 0.00% | Add +92.1% | 5,859 | $29K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.0% | 5,071 | $25K |
| Osaic Holdings, Inc. | 0.00% | Add +401.0% | 4,133 | $20K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 3,847 | $19K |
| Cwm, LLC | 0.00% | Add +3.2% | 3,833 | $19K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,675 | $13K |
| Amalgamated Bank | 0.00% | No change | 2,091 | $10K |
| Sterling Capital Management LLC | 0.00% | Add +384.2% | 1,627 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +52.2% | 1,283 | $6K |
| Private Trust Co. NA | 0.00% | No change | 979 | $5K |
| Brooklyn Investment Group | 0.00% | New | 955 | $5K |
| US Bancorp \de | 0.00% | No change | 728 | $4K |
| WPG Advisers, LLC | 0.00% | Add +107.7% | 679 | $3K |
| Farther Finance Advisors, LLC | 0.00% | New | 585 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.3% | 530 | $3K |
| Group One Trading LLC | 0.00% | No change | 500 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | Add +59.1% | 409 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 322 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Add +87.4% | 283 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 272 | $1K |
| Rothschild Investment LLC | 0.00% | Add +96.3% | 265 | $1K |
| Rise Advisors, LLC | 0.00% | No change | 200 | $988 |
| Hughes Financial Services, LLC | 0.00% | New | 141 | $823 |
| Parkside Financial Bank & Trust | 0.00% | New | 115 | $569 |
| Allworth Financial LP | 0.00% | Add +20.8% | 64 | $317 |
| SBI Securities Co., Ltd. | 0.00% | New | 27 | $133 |
| Huntington National Bank | 0.00% | Reduce -99.5% | 1 | $5 |
| Covestor Ltd | 0.00% | Reduce -4.5% | 21 | $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.