Custom Truck One SourceCTOS
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $19.7M |
| Exits | 13 | $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 |
| Quantinno Capital Management LP | 0.00% | Add +12.2% | 12,661 | $81K |
| Quantbot Technologies LP | 0.00% | Add +78.4% | 12,485 | $80K |
| Voya Investment Management LLC | 0.00% | Reduce -33.1% | 11,870 | $76K |
| KLP Kapitalforvaltning As | 0.00% | No change | 11,600 | $74K |
| Gotham Asset Management | 0.00% | New | 10,577 | $68K |
| ProShare Advisors LLC | 0.00% | Reduce -16.6% | 10,308 | $66K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 10,000 | $64K |
| New York State Common Retirement Fund | 0.00% | No change | 8,872 | $57K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 8,797 | $56K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 6,154 | $40K |
| FMR LLC | 0.00% | Reduce -98.3% | 5,323 | $34K |
| Cwm, LLC | 0.00% | Add +35.4% | 5,188 | $33K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,071 | $33K |
| Sterling Capital Management LLC | 0.00% | Add +155.6% | 4,159 | $27K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 3,847 | $25K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -53.1% | 3,330 | $21K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,675 | $17K |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.4% | 2,545 | $16K |
| Point72 Europe (London) LLP | 0.00% | New | 2,192 | $14K |
| Pathway Financial Advisers, LLC | 0.00% | New | 2,186 | $14K |
| Amalgamated Bank | 0.00% | No change | 2,091 | $13K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +3.0% | 1,322 | $8K |
| Private Trust Co. NA | 0.00% | No change | 979 | $6K |
| Optiver Holding B.V. | 0.00% | New | 952 | $6K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 911 | $6K |
| Arax Advisory Partners | 0.00% | New | 832 | $5K |
| Ameritas Advisory Services, LLC | 0.00% | New | 750 | $5K |
| US Bancorp \de | 0.00% | No change | 728 | $5K |
| WPG Advisers, LLC | 0.00% | No change | 679 | $4K |
| Smartleaf Asset Management LLC | 0.00% | New | 679 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 530 | $3K |
| Group One Trading LLC | 0.00% | No change | 500 | $3K |
| GAMMA Investing LLC | 0.00% | New | 439 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 409 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 322 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 272 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -56.1% | 257 | $2K |
| Rise Advisors, LLC | 0.00% | No change | 200 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -37.7% | 165 | $1K |
| Allworth Financial LP | 0.00% | Add +137.5% | 152 | $976 |
| Hughes Financial Services, LLC | 0.00% | No change | 141 | $830 |
| Parkside Financial Bank & Trust | 0.00% | No change | 115 | $739 |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 95 | $610 |
| Essential Partners LLC | 0.00% | New | 58 | $372 |
| SBI Securities Co., Ltd. | 0.00% | No change | 27 | $173 |
| Huntington National Bank | 0.00% | No change | 1 | $6 |
| Covestor Ltd | 0.00% | No change | 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.