Custom Truck One SourceCTOS

13F holders, Q1 2026 (March 31)
175holders +18
38new positions
24sold out
7famous investors
$6.57avg. 13F price*

At the end of Q1 2026, 175 institutions reported holding Custom Truck One Source Inc. (CTOS) in their 13F filings, up 18 from Q4 2025. 38 opened new positions and 24 sold out. The largest holders were Platinum Equity Advisors, LLC ($1.0B), Canvas Wealth Advisors, LLC ($46.1M) and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($37.3M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions38$19.7M
Exits24$11.0M

All 13F filers, Q4 2025 → Q1 2026: 8,431,617 shares bought and 6,081,769 shares sold, net +2,349,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 175 holders

Platinum Equity Advisors, LLC 11.60% No change 156,743,635 $1.0B
Canvas Wealth Advisors, LLC 7.84% Reduce -0.4% 7,019,526 $46.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +4.3% 5,674,918 $37.3M
Dimensional Fund Advisors LP 0.01% Add +15.3% 5,602,838 $36.8M
BlackRock, Inc. 0.00% Reduce -1.4% 4,252,972 $27.9M
Allspring Global Investments Holdings, LLC 0.04% Reduce -6.8% 3,914,133 $25.9M
Alyeska Investment Group, L.P. 0.05% Add +13.0% 2,825,820 $18.6M
Vanguard Capital Management LLC 0.00% — 2,525,744 $16.6M
Boston Partners 0.01% Reduce -46.9% 2,016,406 $13.2M
State Street Corp. 0.00% Add +9.7% 1,486,051 $9.8M
Geode Capital Management, LLC 0.00% Add +2.2% 1,470,636 $9.7M
Clearbridge Investments, LLC 0.01% Reduce -2.9% 1,403,965 $9.2M
First Trust Advisors LP 0.01% Add +6.4% 1,301,351 $8.5M
Bank of America Corp. 0.00% Reduce -19.2% 1,195,836 $7.9M
Arrowstreet Capital, Limited Partnership 0.00% Add +154.9% 1,056,550 $6.9M
Heartland Advisors Inc. 0.34% Add +42.9% 1,000,000 $6.6M
Morgan Stanley 0.00% Add +25.6% 897,525 $5.9M
Intrinsic Edge Capital Management LLC 1.05% Add +12.8% 879,622 $5.8M
Bridgeway Capital Management, LLC 0.11% Add +9.4% 845,115 $5.6M
Empowered Funds, LLC 0.03% Add +9.9% 810,115 $5.3M
First Eagle Investment Management, LLC 0.01% Reduce -1.6% 765,822 $5.0M
JPMorgan Chase & Co. 0.00% Add +2938.8% 770,219 $4.9M
Jane Street Group, LLC 0.00% Add +91.5% 660,534 $4.3M
AQR Capital Management 0.00% Add +285.1% 650,700 $4.3M
Mackenzie Financial Corp. 0.00% New 589,100 $3.9M
Russell Investments Group, Ltd. 0.00% Reduce -42.2% 542,865 $3.6M
Charles Schwab Investment Management Inc. 0.00% Add +2.5% 517,411 $3.4M
Goldman Sachs Group Inc. 0.00% Add +39.7% 515,735 $3.4M
Vanguard Portfolio Management LLC 0.00% — 507,309 $3.3M
Northern Trust Corp. 0.00% Add +3.7% 489,076 $3.2M
Hotchkis & Wiley Capital Management LLC 0.01% New 452,640 $3.0M
HRT Financial LP 0.01% New 411,892 $2.7M
Vanguard Fiduciary Trust Co. 0.00% — 404,548 $2.7M
Silvercrest Asset Management Group LLC 0.02% New 394,416 $2.6M
Sendero Wealth Management, LLC 0.28% No change 390,797 $2.6M
Citigroup Inc. 0.00% Reduce -26.2% 384,712 $2.5M
EFG International AG 0.05% Reduce -5.1% 351,001 $2.3M
Private Capital Management, LLC 0.22% No change 327,500 $2.2M
Citadel Advisors 0.00% Add +339.4% 280,361 $1.8M
Millennium Management 0.00% Reduce -18.9% 257,825 $1.7M
Invesco Ltd. 0.00% Add +3.0% 244,105 $1.6M
Point72 Asset Management 0.00% Reduce -37.2% 242,189 $1.6M
Tudor Investment Corporation 0.01% New 228,518 $1.5M
Sei Investments Co. 0.00% Add +35.8% 227,568 $1.5M
Voleon Capital Management LP 0.03% Reduce -8.5% 220,174 $1.4M
Gilder Gagnon Howe & Co. LLC 0.02% Reduce -46.8% 217,877 $1.4M
Algert Global LLC 0.02% New 195,760 $1.3M
D. E. Shaw & Co. 0.00% New 182,785 $1.2M
Trexquant Investment LP 0.01% Reduce -43.9% 179,371 $1.2M
Register Financial Advisors LLC 0.42% Reduce -1.1% 171,200 $1.1M
Mariner, LLC 0.00% Add +21.4% 168,207 $1.1M
Bank of New York Mellon Corp 0.00% Reduce -3.3% 156,242 $1.0M
Nuveen, LLC 0.00% Add +0.6% 149,991 $985K
EntryPoint Capital, LLC 0.28% Add +59.8% 147,177 $967K
BNP Paribas Financial Markets 0.00% Add +72.9% 144,895 $952K
Swiss National Bank 0.00% No change 134,100 $881K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -25.1% 133,220 $875K
Sapient Capital LLC 0.01% No change 127,760 $839K
Sandler Capital Management 0.55% Reduce -34.2% 123,281 $810K
American Century Companies Inc. 0.00% Add +1.3% 118,731 $780K
Canada Pension Plan Investment Board 0.00% Add +53.9% 108,800 $715K
FMR LLC 0.00% Add +502.9% 106,262 $698K
Gsa Capital Partners LLP 0.04% Add +13.6% 93,164 $612K
STRS Ohio 0.00% Reduce -2.2% 92,200 $606K
Cornerstone Investment Partners, LLC 0.02% Add +4.1% 89,938 $591K
Brevan Howard Capital Management LP 0.01% Add +306.4% 87,013 $572K
Aristeia Capital, L.L.C. 0.02% Add +98.2% 83,630 $549K
UBS Group AG 0.00% Reduce -0.7% 82,252 $540K
Rhumbline Advisers 0.00% Reduce -2.3% 71,635 $471K
VARCOV Co. 0.17% New 69,135 $454K
Biondo Investment Advisors, LLC 0.06% Reduce -34.3% 69,000 $453K
Pine Valley Investments Ltd Liability Co 0.02% No change 68,000 $447K
LPL Financial LLC 0.00% Add +3.5% 67,811 $446K
Alliancebernstein L.P. 0.00% Reduce -18.6% 73,870 $425K
Balyasny Asset Management L.P. 0.00% Add +130.1% 64,009 $421K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -1.4% 62,787 $413K
California State Teachers Retirement System 0.00% Reduce -0.7% 61,514 $404K
Graham Capital Management, L.P. 0.02% Add +9.1% 59,931 $394K
Jump Financial, LLC 0.01% Reduce -0.1% 56,242 $370K
Ieq Capital, LLC 0.00% New 51,620 $339K
Legal & General Group Plc 0.00% Reduce -17.5% 50,323 $331K
Deutsche Bank AG 0.00% Add +13.5% 49,360 $324K
Numerai GP LLC 0.03% New 48,446 $318K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +9.8% 46,937 $308K
Squarepoint Ops LLC 0.00% Reduce -81.2% 46,402 $305K
Ameriprise Financial Inc. 0.00% New 42,161 $277K
T. Rowe Price Associates Inc. 0.00% Add +11.2% 40,788 $268K
Wells Fargo & Company 0.00% Reduce -53.6% 39,382 $259K
Cetera Investment Advisers 0.00% Reduce -15.8% 39,029 $256K
Fox Run Management, L.L.C. 0.04% New 38,523 $243K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 36,449 $239K
Manufacturers Life Insurance Company, The 0.00% Reduce -1.9% 34,293 $225K
Prevail Innovative Wealth Advisors, LLC 0.04% New 33,221 $218K
MetLife Investment Management, LLC 0.00% Add +29.9% 32,205 $212K
Renaissance Technologies 0.00% New 31,656 $208K
Susquehanna International Group, LLP 0.00% Add +163.4% 30,432 $200K
Two Sigma Investments, LP 0.00% Add +7.9% 30,152 $198K
Envestnet Asset Management Inc. 0.00% New 29,151 $192K
Janus Henderson Group PLC 0.00% No change 28,800 $189K
M&T Bank Corp 0.00% Reduce -7.3% 28,021 $184K

"% 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 175 holders