Custom Truck One Source, Inc. - Common Stock (CTOS) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2020 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
CTOS on NYSE
Shares outstanding
225,206,372
Price per share
$5.76
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
215,201,575
Total reported value
$1,382,451,280
% of total 13F portfolios
0%
Share change
-1,328,018
Value change
-$7,929,454
Number of holders
142
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Custom Truck One Source, Inc. - Common Stock (CTOS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PLATINUM EQUITY, LLC 70% $663,025,576 156,743,635 Platinum Equity Capital Partners V, L.P. 30 Jan 2025

As of 30 Sep 2025, 142 institutional investors reported holding 215,201,575 shares of Custom Truck One Source, Inc. - Common Stock (CTOS). This represents 96% of the company’s total 225,206,372 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Custom Truck One Source, Inc. - Common Stock (CTOS) together control 92% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Platinum Equity Advisors, LLC/DE 70% 156,743,635 0% 13% $1,006,294,137
Boston Partners 2.4% 5,475,307 +0.78% 0.04% $35,150,224
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.4% 5,310,114 +2.2% 0.05% $34,090,386
Canvas Wealth Advisors, LLC 2.1% 4,746,717 -0.29% 5.6% $30,948,595
DIMENSIONAL FUND ADVISORS LP 2% 4,396,162 +8.3% 0.01% $28,221,798
Allspring Global Investments Holdings, LLC 1.9% 4,389,355 +2.2% 0.05% $28,574,701
BlackRock, Inc. 1.9% 4,237,698 +1.3% 0% $27,206,022
VANGUARD GROUP INC 1.5% 3,276,088 +4.3% 0% $21,032,485
T. Rowe Price Investment Management, Inc. 1% 2,316,067 -70% 0.01% $14,870,000
ACK Asset Management LLC 0.85% 1,925,000 +2.7% 1.5% $12,358,500
BANK OF AMERICA CORP /DE/ 0.8% 1,794,530 +33% 0% $11,520,883
Alyeska Investment Group, L.P. 0.78% 1,750,229 -15% 0.03% $11,236,470
Clearbridge Investments, LLC 0.69% 1,563,749 +2.3% 0.01% $10,039,270
GEODE CAPITAL MANAGEMENT, LLC 0.63% 1,408,621 +4.6% 0% $9,044,944
STATE STREET CORP 0.57% 1,273,239 +6.4% 0% $8,174,194
Russell Investments Group, Ltd. 0.48% 1,088,517 +2.8% 0.01% $6,988,274
First Eagle Investment Management, LLC 0.34% 774,436 +39% 0.01% $4,971,879
MORGAN STANLEY 0.32% 722,305 +79% 0% $4,637,199
HEARTLAND ADVISORS INC 0.31% 700,000 -38% 0.24% $4,494,000
Portolan Capital Management, LLC 0.29% 649,076 0.23% $4,167,068
GILDER GAGNON HOWE & CO LLC 0.28% 639,788 0% 0.04% $4,107,439
NORTHERN TRUST CORP 0.23% 516,602 +7.4% 0% $3,316,585
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.22% 505,234 +13% 0% $3,243,602
CITADEL ADVISORS LLC 0.19% 427,002 +1997% 0% $2,741,353
INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.18% 399,622 0.39% $2,565,573

Institutional Holders of Custom Truck One Source, Inc. - Common Stock (CTOS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 11,888,713 $68,647,053 +$12,224,596 $5.76 10
2025 Q3 215,201,575 $1,382,451,280 -$7,929,454 $6.42 142
2025 Q2 216,483,021 $1,074,075,176 +$17,304,870 $4.94 127
2025 Q1 213,501,112 $899,208,569 -$46,917,753 $4.22 139
2024 Q4 222,112,012 $1,068,496,111 +$11,323,945 $4.81 123
2024 Q3 219,810,983 $759,214,085 -$444,845 $3.45 118
2024 Q2 219,579,194 $957,403,151 -$192,684 $4.35 110
2024 Q1 214,434,793 $1,247,467,486 -$7,879,301 $5.82 117
2023 Q4 216,363,233 $1,337,331,808 -$19,883,559 $6.18 114
2023 Q3 222,517,622 $1,391,307,130 -$24,734,082 $6.20 109
2023 Q2 226,401,600 $1,526,207,894 +$554,041 $6.74 106
2023 Q1 226,326,828 $1,535,313,082 -$9,241,020 $6.79 99
2022 Q4 227,629,618 $1,440,134,599 -$7,397,794 $6.32 84
2022 Q3 228,829,401 $1,336,834,571 -$1,541,635 $5.83 83
2022 Q2 229,126,187 $1,282,672,504 -$3,214,032 $5.60 84
2022 Q1 226,262,158 $1,898,862,492 +$22,509,199 $8.39 79
2021 Q4 223,696,427 $1,789,572,624 -$3,955,410 $8.00 83
2021 Q3 217,984,583 $2,033,796,280 +$46,781,111 $9.33 69
2021 Q2 212,925,451 $2,027,053,000 +$2,026,335,000 $9.52 69
2021 Q1 76,819 $718,000 +$717,000 $7.92 2
2020 Q4 154 $1,000 $6.49 1