Security Snapshot

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

CUSIP: 23204X103

13F Institutional Holders and Ownership History from Q4 2020 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

154

Shares (Excl. Options)

216,562,618

Price

$5.76

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Type / Class
Equity / Common Stock
Symbol
CTOS on NYSE
Shares outstanding
225,206,372
Price per share
$6.57
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
216,562,618
Total reported value
$1,247,580,823
% of total 13F portfolios
0%
Share change
+1,220,580
Value change
+$6,231,111
Number of holders
154
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • CTOS - Custom Truck One Source, Inc. - Common Stock is tracked under CUSIP 23204X103.
  • 154 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 154 to 10 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,247,580,823 to $2,362,866.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 154 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 23204X103?
CUSIP 23204X103 identifies CTOS - Custom Truck One Source, Inc. - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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 31 Dec 2025, 154 institutional investors reported holding 216,562,618 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% 11% $902,843,338
Canvas Wealth Advisors, LLC 3.1% 7,050,221 +49% 6.9% $40,609,273
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.4% 5,442,562 +2.5% 0.05% $31,349,374
DIMENSIONAL FUND ADVISORS LP 2.2% 4,860,981 +11% 0.01% $27,999,835
BlackRock, Inc. 1.9% 4,312,778 +1.8% 0% $24,841,601
Allspring Global Investments Holdings, LLC 1.9% 4,201,414 -4.3% 0.04% $24,368,201
Boston Partners 1.7% 3,793,597 -31% 0.02% $21,854,856
VANGUARD GROUP INC 1.5% 3,466,621 +5.8% 0% $19,967,736
Alyeska Investment Group, L.P. 1.1% 2,500,229 +43% 0.04% $14,401,319
BANK OF AMERICA CORP /DE/ 0.66% 1,480,130 -18% 0% $8,525,549
Clearbridge Investments, LLC 0.64% 1,445,138 -7.6% 0.01% $8,323,992
GEODE CAPITAL MANAGEMENT, LLC 0.64% 1,439,148 +2.2% 0% $8,290,852
STATE STREET CORP 0.6% 1,354,815 +6.4% 0% $7,803,734
FIRST TRUST ADVISORS LP 0.54% 1,222,875 +222% 0.01% $7,043,760
Russell Investments Group, Ltd. 0.42% 939,076 -14% 0.01% $5,409,077
ACK Asset Management LLC 0.36% 800,136 -58% 0.58% $4,608,783
INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.35% 779,622 +95% 0.87% $4,490,623
First Eagle Investment Management, LLC 0.35% 777,936 +0.45% 0.01% $4,480,911
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.34% 772,180 +117% 0.09% $4,447,757
Empowered Funds, LLC 0.33% 737,180 +130% 0.07% $4,246,157
MORGAN STANLEY 0.32% 714,693 -1.1% 0% $4,116,632
HEARTLAND ADVISORS INC 0.31% 700,000 0% 0.22% $4,032,000
T. Rowe Price Investment Management, Inc. 0.25% 566,132 -76% 0% $3,261,000
CITIGROUP INC 0.23% 521,357 +31% 0% $3,003,017
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.22% 504,884 -0.07% 0% $2,908,132

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
2026 Q1 359,580 $2,362,866 -$79,133 $6.57 10
2025 Q4 216,562,618 $1,247,580,823 +$6,231,111 $5.76 154
2025 Q3 215,269,670 $1,382,888,450 -$7,929,178 $6.42 144
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