Custom Truck One SourceCTOS

13F holders, Q4 2025 (December 31)
157holders +10
24new positions
13sold out
5famous investors
$5.76avg. 13F price*

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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions24$10.1M
Exits13$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
Royal Bank of Canada 0.00% Reduce -76.6% 18,435 $106K
FMR LLC 0.00% Add +231.1% 17,624 $102K
R Squared Ltd 0.04% Reduce -4.8% 16,545 $95K
State Board of Administration of Florida Retirement System 0.00% No change 16,220 $93K
CWA Asset Management Group, LLC 0.00% No change 16,000 $92K
Abel Hall, LLC 0.02% New 15,864 $91K
Quantinno Capital Management LP 0.00% Add +22.1% 15,454 $89K
Truist Financial Corp. 0.00% No change 15,000 $86K
KLP Kapitalforvaltning As 0.00% Add +25.9% 14,600 $84K
Police & Firemen's Retirement System of New Jersey 0.00% Reduce -27.4% 14,209 $82K
Boothbay Fund Management, LLC 0.00% New 12,897 $74K
Gotham Asset Management 0.00% Add +18.9% 12,572 $72K
Voya Investment Management LLC 0.00% No change 11,870 $68K
Dynamic Technology Lab Private Ltd 0.02% New 11,630 $67K
Susquehanna International Group, LLP 0.00% Reduce -67.6% 11,552 $67K
ProShare Advisors LLC 0.00% Add +6.7% 11,000 $63K
Oak Thistle LLC 0.01% New 10,065 $58K
New York State Common Retirement Fund 0.00% No change 8,872 $51K
Tower Research Capital LLC (TRC) 0.00% Add +101.8% 6,720 $39K
Cwm, LLC 0.00% Add +23.1% 6,384 $37K
Ameritas Investment Partners, Inc. 0.00% No change 6,154 $35K
PNC Financial Services Group, Inc. 0.00% Add +0.3% 5,085 $29K
Parallel Advisors, LLC 0.00% New 4,804 $28K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 3,847 $22K
Quarry LP 0.00% New 3,851 $22K
Sterling Capital Management LLC 0.00% Reduce -16.5% 3,474 $20K
NewEdge Advisors, LLC 0.00% No change 2,675 $15K
Amalgamated Bank 0.00% Reduce -9.4% 1,894 $11K
Osaic Holdings, Inc. 0.00% Reduce -39.5% 1,539 $9K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +44.2% 1,314 $8K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.7% 1,300 $7K
Private Trust Co. NA 0.00% Add +19.6% 1,171 $7K
GAMMA Investing LLC 0.00% Add +116.2% 949 $5K
US Bancorp \de 0.00% No change 728 $4K
Global Retirement Partners, LLC 0.00% Add +124.2% 722 $4K
Smartleaf Asset Management LLC 0.00% No change 679 $4K
WPG Advisers, LLC 0.00% No change 679 $4K
Rockefeller Capital Management L.P. 0.00% New 608 $4K
EverSource Wealth Advisors, LLC 0.00% Add +1.3% 537 $3K
Group One Trading LLC 0.00% No change 500 $3K
Nisa Investment Advisors, LLC 0.00% No change 409 $2K
Optiver Holding B.V. 0.00% Reduce -63.7% 346 $2K
Farther Finance Advisors, LLC 0.00% Add +34.2% 345 $2K
MAI Capital Management 0.00% New 333 $2K
Raffa Wealth Management, LLC 0.00% No change 272 $2K
Allworth Financial LP 0.00% Add +63.2% 248 $1K
IFP Advisors, Inc 0.00% Add +145.3% 233 $1K
Rothschild Investment LLC 0.00% Add +18.8% 196 $1K
Hughes Financial Services, LLC 0.00% No change 141 $812
Parkside Financial Bank & Trust 0.00% No change 115 $663
Essential Partners LLC 0.00% Add +27.6% 74 $426
SBI Securities Co., Ltd. 0.00% Add +85.2% 50 $288
Rachor Investment Advisory Services, LLC 0.00% — 17 $98
Arax Advisory Partners 0.00% Reduce -98.8% 10 $58
National Bank of Canada 0.00% New 7 $40
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.