Latest Period
Q1 2026
Security Snapshot
Custom Truck One Source, Inc. - Common Stock (CTOS) Institutional Ownership
CUSIP: 23204X103
13F Institutional Holders and Ownership History from Q4 2020 to Q2 2026
Institutions Reporting
172
Shares (Excl. Options)
218,895,263
Price
$6.57
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- Security type / class
- Equity / Common Stock
- Symbol
- CTOS on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 218,895,263
- Total 13F value
- $1,438,062,775
- Portfolio coverage rank
- 0%
- Share change
- +2,289,623
- Value change
- +$16,386,224
- Number of holders
- 172
- Shares outstanding
- 225,206,372
- SEC-reported price per share
- $11.81
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CTOS - Custom Truck One Source, Inc. - Common Stock is tracked under CUSIP 23204X103.
- 172 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 172 to 3 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,438,062,775 to $71,058,928.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 172 institutions filings for Q1 2026.
Security key
23204X103
Latest holder period
Q1 2026
13F holders
172
13D/G owners
1
CIK / CUSIP context first
Open Q1 2026 holders
CTOS full holder history
Custom Truck One Source, Inc. SEC filings
Custom Truck One Source, Inc. company facts
Custom Truck One Source, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 23204X103:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
CTOS
| 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 Mar 2026, 172 institutional investors reported holding 218,895,263 shares of Custom Truck One Source, Inc. - Common Stock (CTOS). This represents 97% of the company’s total 225,206,372 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
92%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC/DE | 70% | 156,743,635 | 0% | 12% | $1,029,805,682 |
| Canvas Wealth Advisors, LLC | 3.1% | 7,019,526 | -0.44% | 7.8% | $46,118,286 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.5% | 5,674,918 | +4.3% | 0.05% | $37,282,158 |
| DIMENSIONAL FUND ADVISORS LP | 2.5% | 5,602,838 | +15% | 0.01% | $36,805,568 |
| BlackRock, Inc. | 1.9% | 4,252,972 | -1.4% | 0% | $27,942,027 |
| Allspring Global Investments Holdings, LLC | 1.7% | 3,914,133 | -6.8% | 0.04% | $25,911,561 |
| Alyeska Investment Group, L.P. | 1.3% | 2,825,820 | +13% | 0.05% | $18,565,637 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.1% | 2,525,744 | 0% | 0% | $16,594,138 |
| Boston Partners | 0.9% | 2,016,406 | -47% | 0.01% | $13,247,944 |
| STATE STREET CORP | 0.66% | 1,486,051 | +9.7% | 0% | $9,763,355 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.65% | 1,470,636 | +2.2% | 0% | $9,664,328 |
| Clearbridge Investments, LLC | 0.62% | 1,403,965 | -2.8% | 0.01% | $9,224,050 |
| FIRST TRUST ADVISORS LP | 0.58% | 1,301,351 | +6.4% | 0.01% | $8,549,876 |
| BANK OF AMERICA CORP /DE/ | 0.53% | 1,195,836 | -19% | 0% | $7,856,643 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.47% | 1,056,550 | +155% | 0% | $6,941,534 |
| HEARTLAND ADVISORS INC | 0.44% | 1,000,000 | +43% | 0.34% | $6,570,000 |
| MORGAN STANLEY | 0.4% | 897,525 | +26% | 0% | $5,896,739 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.39% | 879,622 | +13% | 1.1% | $5,779,117 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.38% | 845,115 | +9.4% | 0.11% | $5,552,406 |
| Empowered Funds, LLC | 0.36% | 810,115 | +9.9% | 0.03% | $5,322,456 |
| JPMORGAN CHASE & CO | 0.34% | 770,219 | +2939% | 0% | $4,860,082 |
| First Eagle Investment Management, LLC | 0.34% | 765,822 | -1.6% | 0.01% | $5,031,450 |
| JANE STREET GROUP, LLC | 0.29% | 660,534 | +91% | 0% | $4,339,708 |
| AQR CAPITAL MANAGEMENT LLC | 0.29% | 650,700 | +285% | 0% | $4,275,098 |
| MACKENZIE FINANCIAL CORP | 0.26% | 589,100 | 0% | $3,870,387 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
23
Latest
Q1 2026
Rows shown
1-23 of 23
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 6,016,844 | $71,058,928 | -$13,373,442 | $11.81 | 3 |
| 2026 Q1 | 218,895,263 | $1,438,062,775 | +$16,386,224 | $6.57 | 172 |
| 2025 Q4 | 216,562,692 | $1,247,581,249 | +$6,231,203 | $5.76 | 155 |
| 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 |