Custom Truck One SourceCTOS
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 157 institutions reported holding Custom Truck One Source Inc. (CTOS) in their 13F filings, up 10 from Q3 2025. 24 opened new positions and 13 sold out. The largest holders were Platinum Equity Advisors, LLC ($902.8M), Canvas Wealth Advisors, LLC ($40.6M) and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($31.3M). 5 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Israel Englander (0.0% of Millennium 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $10.1M |
| Exits | 13 | $7.6M |
All 13F filers, Q3 2025 → Q4 2025: 8,844,441 shares bought and 7,632,670 shares sold, net +1,211,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| Platinum Equity Advisors, LLC | 10.97% | No change | 156,743,635 | $902.8M |
| Canvas Wealth Advisors, LLC | 6.90% | Add +48.5% | 7,050,221 | $40.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Add +2.5% | 5,442,562 | $31.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +10.6% | 4,860,981 | $28.0M |
| BlackRock, Inc. | 0.00% | Add +1.8% | 4,312,778 | $24.8M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -4.3% | 4,201,414 | $24.4M |
| Boston Partners | 0.02% | Reduce -30.7% | 3,793,597 | $21.9M |
| Vanguard Group Inc. | 0.00% | Add +5.8% | 3,466,621 | $20.0M |
| Alyeska Investment Group, L.P. | 0.04% | Add +42.9% | 2,500,229 | $14.4M |
| Bank of America Corp. | 0.00% | Reduce -17.5% | 1,480,130 | $8.5M |
| Clearbridge Investments, LLC | 0.01% | Reduce -7.6% | 1,445,138 | $8.3M |
| Geode Capital Management, LLC | 0.00% | Add +2.2% | 1,439,148 | $8.3M |
| State Street Corp. | 0.00% | Add +6.4% | 1,354,815 | $7.8M |
| First Trust Advisors LP | 0.01% | Add +221.9% | 1,222,875 | $7.0M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -13.7% | 939,076 | $5.4M |
| ACK Asset Management LLC | 0.58% | Reduce -58.4% | 800,136 | $4.6M |
| Intrinsic Edge Capital Management LLC | 0.87% | Add +95.1% | 779,622 | $4.5M |
| First Eagle Investment Management, LLC | 0.01% | Add +0.5% | 777,936 | $4.5M |
| Bridgeway Capital Management, LLC | 0.09% | Add +117.3% | 772,180 | $4.4M |
| Empowered Funds, LLC | 0.07% | Add +130.1% | 737,180 | $4.2M |
| Morgan Stanley | 0.00% | Reduce -1.1% | 714,693 | $4.1M |
| Heartland Advisors Inc. | 0.22% | No change | 700,000 | $4.0M |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -75.6% | 566,132 | $3.3M |
| Citigroup Inc. | 0.00% | Add +30.6% | 521,357 | $3.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.1% | 504,884 | $2.9M |
| Northern Trust Corp. | 0.00% | Reduce -8.8% | 471,422 | $2.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +47.1% | 414,441 | $2.4M |
| Gilder Gagnon Howe & Co. LLC | 0.02% | Reduce -35.9% | 409,878 | $2.4M |
| Sendero Wealth Management, LLC | 0.25% | No change | 390,797 | $2.3M |
| Point72 Asset Management | 0.00% | Add +259.1% | 385,874 | $2.2M |
| EFG International AG | 0.04% | — | 369,965 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +33.2% | 369,226 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 345,009 | $2.0M |
| Private Capital Management, LLC | 0.18% | Reduce -0.8% | 327,500 | $1.9M |
| Trexquant Investment LP | 0.02% | New | 319,530 | $1.8M |
| Millennium Management | 0.00% | New | 317,801 | $1.8M |
| Squarepoint Ops LLC | 0.00% | New | 246,352 | $1.4M |
| Voleon Capital Management LP | 0.03% | Reduce -10.1% | 240,597 | $1.4M |
| Invesco Ltd. | 0.00% | Add +9.1% | 236,927 | $1.4M |
| Sandler Capital Management | 0.49% | Reduce -15.4% | 187,296 | $1.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -11.7% | 177,869 | $1.0M |
| Register Financial Advisors LLC | 0.39% | Add +3.5% | 173,200 | $998K |
| AQR Capital Management | 0.00% | Add +49.1% | 168,982 | $973K |
| Sei Investments Co. | 0.00% | Add +23.9% | 167,640 | $966K |
| Bank of New York Mellon Corp | 0.00% | Add +0.6% | 161,572 | $931K |
| Nuveen, LLC | 0.00% | No change | 149,031 | $858K |
| Mariner, LLC | 0.00% | Reduce -2.2% | 138,558 | $798K |
| Swiss National Bank | 0.00% | Add +3.7% | 134,100 | $772K |
| Sapient Capital LLC | 0.01% | No change | 127,760 | $740K |
| American Century Companies Inc. | 0.00% | Add +10.8% | 117,189 | $675K |
| Biondo Investment Advisors, LLC | 0.07% | Reduce -0.9% | 105,000 | $605K |
| STRS Ohio | 0.00% | Add +5.5% | 94,300 | $543K |
| Barclays PLC | 0.00% | Add +10.7% | 93,975 | $541K |
| EntryPoint Capital, LLC | 0.21% | New | 92,094 | $530K |
| Alliancebernstein L.P. | 0.00% | No change | 90,770 | $523K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +1.4% | 86,428 | $498K |
| Wells Fargo & Company | 0.00% | Add +46.1% | 84,842 | $489K |
| BNP Paribas Financial Markets | 0.00% | Add +59.9% | 83,812 | $483K |
| UBS Group AG | 0.00% | Reduce -42.0% | 82,815 | $477K |
| Gsa Capital Partners LLP | 0.04% | Reduce -39.0% | 82,012 | $472K |
| Rhumbline Advisers | 0.00% | Reduce -18.0% | 73,320 | $422K |
| Canada Pension Plan Investment Board | 0.00% | New | 70,700 | $407K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 68,000 | $392K |
| LPL Financial LLC | 0.00% | Add +7.6% | 65,546 | $378K |
| Citadel Advisors | 0.00% | Reduce -85.1% | 63,807 | $368K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -2.4% | 63,687 | $367K |
| Verition Fund Management LLC | 0.00% | Reduce -35.8% | 62,996 | $363K |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 61,963 | $357K |
| Legal & General Group Plc | 0.00% | No change | 60,973 | $351K |
| Jump Financial, LLC | 0.00% | Add +19.2% | 56,316 | $324K |
| ExodusPoint Capital Management, LP | 0.00% | New | 55,498 | $320K |
| Graham Capital Management, L.P. | 0.02% | Add +131.3% | 54,949 | $317K |
| Counterpoint Mutual Funds LLC | 0.02% | New | 51,305 | $296K |
| Quantbot Technologies LP | 0.01% | Add +286.1% | 48,209 | $278K |
| Cetera Investment Advisers | 0.00% | Reduce -22.6% | 46,381 | $267K |
| PharVision Advisers, LLC | 0.13% | New | 46,029 | $265K |
| SG Americas Securities, LLC | 0.00% | Add +24.4% | 44,358 | $256K |
| Deutsche Bank AG | 0.00% | Reduce -0.7% | 43,481 | $250K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +228.6% | 42,749 | $246K |
| Aristeia Capital, L.L.C. | 0.01% | Reduce -45.4% | 42,191 | $243K |
| nVerses Capital, LLC | 0.52% | — | 40,206 | $232K |
| Engineers Gate Manager LP | 0.00% | New | 38,626 | $222K |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.4% | 36,695 | $212K |
| Visionary Wealth Advisors | 0.01% | No change | 35,000 | $202K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.0% | 34,938 | $201K |
| M&T Bank Corp | 0.00% | Add +15.3% | 30,231 | $174K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -63.2% | 28,726 | $168K |
| Janus Henderson Group PLC | 0.00% | No change | 28,800 | $166K |
| Two Sigma Investments, LP | 0.00% | Add +35.4% | 27,952 | $161K |
| Balyasny Asset Management L.P. | 0.00% | New | 27,817 | $160K |
| Stoneridge Investment Partners LLC | 0.11% | Reduce -16.6% | 27,359 | $158K |
| Intech Investment Management LLC | 0.00% | Add +2.3% | 26,669 | $154K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.2% | 25,346 | $146K |
| MetLife Investment Management, LLC | 0.00% | Reduce -29.6% | 24,782 | $143K |
| GC Wealth Management RIA, LLC | 0.01% | Add +62.4% | 24,360 | $140K |
| Oxford Asset Management LLP | 0.05% | New | 23,972 | $138K |
| Brevan Howard Capital Management LP | 0.00% | New | 21,413 | $123K |
| Arizona State Retirement System | 0.00% | Reduce -5.7% | 18,966 | $109K |
| Olympiad Research LP | 0.29% | New | 18,962 | $109K |
| Prelude Capital Management, LLC | 0.01% | New | 18,962 | $109K |
"% 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.