Custom Truck One SourceCTOS

13F holders, Q3 2025 (September 30)
147holders +17
30new positions
13sold out
4famous investors
$6.42avg. 13F price*

At the end of Q3 2025, 147 institutions reported holding Custom Truck One Source Inc. (CTOS) in their 13F filings, up 17 from Q2 2025. 30 opened new positions and 13 sold out. The largest holders were Platinum Equity Advisors, LLC ($1.0B), Boston Partners ($35.2M) and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($34.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Custom Truck One Source Inc.
CUSIP
23204X103
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 120Q1 2024Q2 2024: 114Q2 2024Q3 2024: 122Q3 2024Q4 2024: 125Q4 2024Q1 2025: 142Q1 2025Q2 2025: 130Q2 2025Q3 2025: 147Q3 2025Q4 2025: 157Q4 2025Q1 2026: 175Q1 2026Q2 2026: 186Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions30$19.7M
Exits13$1.8M

All 13F filers, Q2 2025 → Q3 2025: 6,962,049 shares bought and 8,206,006 shares sold, net −1,243,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 147 holders

Platinum Equity Advisors, LLC 13.06% No change 156,743,635 $1.0B
Boston Partners 0.04% Add +0.8% 5,475,307 $35.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +2.2% 5,310,114 $34.1M
Canvas Wealth Advisors, LLC 5.63% Reduce -0.3% 4,746,717 $30.9M
Allspring Global Investments Holdings, LLC 0.05% Add +2.2% 4,389,355 $28.6M
Dimensional Fund Advisors LP 0.01% Add +8.3% 4,396,162 $28.2M
BlackRock, Inc. 0.00% Add +1.3% 4,237,698 $27.2M
Vanguard Group Inc. 0.00% Add +4.3% 3,276,088 $21.0M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -70.3% 2,316,067 $14.9M
ACK Asset Management LLC 1.55% Add +2.7% 1,925,000 $12.4M
Bank of America Corp. 0.00% Add +32.6% 1,794,530 $11.5M
Alyeska Investment Group, L.P. 0.03% Reduce -14.5% 1,750,229 $11.2M
Clearbridge Investments, LLC 0.01% Add +2.3% 1,563,749 $10.0M
Geode Capital Management, LLC 0.00% Add +4.6% 1,408,621 $9.0M
State Street Corp. 0.00% Add +6.4% 1,273,239 $8.2M
Russell Investments Group, Ltd. 0.01% Add +2.8% 1,088,517 $7.0M
First Eagle Investment Management, LLC 0.01% Add +38.7% 774,436 $5.0M
Morgan Stanley 0.00% Add +79.1% 722,305 $4.6M
Heartland Advisors Inc. 0.24% Reduce -37.7% 700,000 $4.5M
Portolan Capital Management, LLC 0.23% New 649,076 $4.2M
Gilder Gagnon Howe & Co. LLC 0.04% No change 639,788 $4.1M
Northern Trust Corp. 0.00% Add +7.4% 516,602 $3.3M
Charles Schwab Investment Management Inc. 0.00% Add +12.7% 505,234 $3.2M
Citadel Advisors 0.00% Add +1997.2% 427,002 $2.7M
Intrinsic Edge Capital Management LLC 0.39% New 399,622 $2.6M
Citigroup Inc. 0.00% Add +320.8% 399,321 $2.6M
Sendero Wealth Management, LLC 0.29% No change 390,797 $2.5M
First Trust Advisors LP 0.00% Reduce -20.4% 379,911 $2.4M
Bridgeway Capital Management, LLC 0.05% Add +166.8% 355,347 $2.3M
Private Capital Management, LLC 0.20% New 330,000 $2.1M
Empowered Funds, LLC 0.02% Add +140.5% 320,347 $2.1M
Kennedy Capital Management LLC 0.04% Add +20.8% 304,445 $2.0M
Arrowstreet Capital, Limited Partnership 0.00% New 281,716 $1.8M
Goldman Sachs Group Inc. 0.00% Add +58.7% 277,218 $1.8M
EFG Asset Management (North America) Corp. 0.23% New 274,670 $1.8M
Voleon Capital Management LP 0.04% New 267,539 $1.7M
Sandler Capital Management 0.52% New 221,289 $1.4M
Invesco Ltd. 0.00% Add +74.4% 217,267 $1.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -22.4% 201,333 $1.3M
Register Financial Advisors LLC 0.42% Add +39.1% 167,400 $1.1M
Bank of New York Mellon Corp 0.00% Add +7.8% 160,591 $1.0M
Nuveen, LLC 0.00% No change 149,031 $957K
UBS Group AG 0.00% Reduce -74.7% 142,719 $916K
Mariner, LLC 0.00% Add +27.2% 141,691 $910K
Sei Investments Co. 0.00% Add +10.5% 135,302 $869K
Gsa Capital Partners LLP 0.07% Reduce -74.8% 134,467 $863K
Swiss National Bank 0.00% No change 129,300 $830K
Sapient Capital LLC 0.01% New 127,760 $810K
AQR Capital Management 0.00% Add +179.7% 113,351 $728K
Point72 Asset Management 0.00% Reduce -6.0% 107,456 $690K
Biondo Investment Advisors, LLC 0.09% Reduce -7.0% 106,000 $681K
American Century Companies Inc. 0.00% Add +53.8% 105,747 $679K
Verition Fund Management LLC 0.00% New 98,120 $630K
Alliancebernstein L.P. 0.00% Add +7.5% 90,770 $583K
STRS Ohio 0.00% New 89,400 $574K
Rhumbline Advisers 0.00% Add +1.1% 89,367 $574K
Cornerstone Investment Partners, LLC 0.02% Add +36.7% 85,231 $547K
Barclays PLC 0.00% Reduce -26.0% 84,905 $545K
Walleye Capital LLC 0.00% New 82,984 $533K
Royal Bank of Canada 0.00% Reduce -36.8% 78,847 $507K
Los Angeles Capital Management LLC 0.00% Add +74.9% 78,138 $502K
Aristeia Capital, L.L.C. 0.03% New 77,245 $496K
Pine Valley Investments Ltd Liability Co 0.02% No change 68,000 $437K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -1.2% 65,237 $419K
California State Teachers Retirement System 0.00% Reduce -41.8% 62,005 $398K
Legal & General Group Plc 0.00% Add +4.6% 60,973 $391K
LPL Financial LLC 0.00% Add +7.0% 60,926 $391K
Cetera Investment Advisers 0.00% Add +1.0% 59,959 $385K
Wells Fargo & Company 0.00% Add +18.1% 58,051 $373K
BNP Paribas Financial Markets 0.00% Add +794.9% 52,431 $337K
Jump Financial, LLC 0.00% Reduce -55.5% 47,231 $303K
Deutsche Bank AG 0.00% Add +11.8% 43,773 $281K
Point72 Asia (Singapore) Pte. Ltd. 0.04% Add +569.4% 43,336 $278K
XTX Topco Ltd 0.01% New 37,504 $241K
Manufacturers Life Insurance Company, The 0.00% Reduce -0.7% 37,185 $239K
Susquehanna International Group, LLP 0.00% Reduce -73.7% 35,671 $229K
SG Americas Securities, LLC 0.00% New 35,653 $229K
MetLife Investment Management, LLC 0.00% Reduce -2.1% 35,179 $226K
Visionary Wealth Advisors 0.01% No change 35,000 $225K
Envestnet Asset Management Inc. 0.00% Add +3.7% 33,028 $212K
Stoneridge Investment Partners LLC 0.14% Add +8.2% 32,813 $211K
T. Rowe Price Associates Inc. 0.00% Add +5.3% 31,797 $205K
Janus Henderson Group PLC 0.00% No change 28,800 $185K
Stifel Financial Corp. 0.00% Add +86.4% 28,052 $180K
M&T Bank Corp 0.00% No change 26,222 $168K
Intech Investment Management LLC 0.00% Reduce -38.8% 26,078 $167K
JPMorgan Chase & Co. 0.00% Reduce -12.8% 25,645 $165K
Graham Capital Management, L.P. 0.01% New 23,752 $152K
Two Sigma Investments, LP 0.00% Reduce -0.2% 20,648 $133K
Arizona State Retirement System 0.00% Add +1.8% 20,105 $129K
Police & Firemen's Retirement System of New Jersey 0.00% Add +51.3% 19,572 $126K
R Squared Ltd 0.05% Add +45.7% 17,386 $112K
State Board of Administration of Florida Retirement System 0.00% No change 16,220 $104K
CWA Asset Management Group, LLC 0.00% No change 16,000 $103K
Arbor Wealth Advisors LLC 0.07% No change 15,260 $98K
GC Wealth Management RIA, LLC 0.00% New 15,000 $96K
Truist Financial Corp. 0.00% No change 15,000 $96K
Bayesian Capital Management, LP 0.02% New 14,900 $96K
Aquatic Capital Management LLC 0.00% New 13,037 $84K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 13,010 $84K

"% 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.

Show all 147 holders