Security key
23204X103
Custom Truck One Source, Inc. - Common Stock (CTOS)
CUSIP: 23204X103
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 225,206,372
- Total 13F shares
- 216,483,021
- Share change
- +2,978,799
- Total reported value
- $1,074,075,176
- Price per share
- $4.94
- Number of holders
- 127
- Value change
- +$17,304,870
- Number of buys
- 79
- Number of sells
- 57
Report period
Q2 2025
Institutions
127
Top holders
10
CTOS full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
Custom Truck One Source, Inc. SEC filings
Custom Truck One Source, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 23204X103
Recent filing periods:
Top shareholders of CTOS - Custom Truck One Source, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| PLATINUM EQUITY, LLC |
13D/G
3/4/5
|
Platinum Equity Capital Partners V, L.P. · 10%+ Owner |
70%
|
156,743,635
|
$663,025,576 | $0 | 30 Jan 2025 | |
| Platinum Equity Advisors, LLC/DE |
13F
|
Company |
70%
|
156,743,635
|
$661,458,140 | — | 31 Mar 2025 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
3.4%
|
7,724,424
|
$32,598,000 | — | 31 Mar 2025 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
2.4%
|
5,305,702
|
$22,391,380 | — | 31 Mar 2025 | |
| Canvas Wealth Advisors, LLC |
13F
|
Company |
2%
|
4,468,342
|
$17,158,433 | — | 31 Mar 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
1.9%
|
4,307,058
|
$18,089,643 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
1.7%
|
3,839,405
|
$16,202,289 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
1.6%
|
3,658,252
|
$15,437,822 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.5%
|
3,412,519
|
$14,403,020 | — | 31 Mar 2025 | |
| Boston Partners |
13F
|
Company |
1.4%
|
3,168,709
|
$13,368,590 | — | 31 Mar 2025 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
0.89%
|
2,013,660
|
$8,497,645 | — | 31 Mar 2025 | |
| Clearbridge Investments, LLC |
13F
|
Company |
0.82%
|
1,838,615
|
$7,758,956 | — | 31 Mar 2025 | |
| Portolan Capital Management, LLC |
13F
|
Company |
0.62%
|
1,397,327
|
$5,896,720 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.62%
|
1,388,708
|
$5,860,347 | — | 31 Mar 2025 | |
| Catawba River Capital |
13F
|
Company |
0.61%
|
1,367,779
|
$5,772,028 | — | 31 Mar 2025 | |
| HEARTLAND ADVISORS INC |
13F
|
Company |
0.53%
|
1,200,000
|
$5,064,000 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.53%
|
1,194,306
|
$5,041,479 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.52%
|
1,160,695
|
$4,898,133 | — | 31 Mar 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.43%
|
971,284
|
$4,098,814 | — | 31 Mar 2025 | |
| GILDER GAGNON HOWE & CO LLC |
13F
|
Company |
0.35%
|
790,761
|
$3,337,011 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.26%
|
593,927
|
$2,506,372 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.24%
|
529,589
|
$2,234,866 | — | 31 Mar 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.23%
|
510,544
|
$2,154,495 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.2%
|
446,302
|
$1,883,395 | — | 31 Mar 2025 | |
| GSA CAPITAL PARTNERS LLP |
13F
|
Company |
0.2%
|
445,610
|
$1,880,000 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.19%
|
435,097
|
$1,836,114 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.19%
|
432,272
|
$1,824,188 | — | 31 Mar 2025 | |
| Black Diamond Financial, LLC |
13F
|
Company |
0.11%
|
252,610
|
$1,066,014 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.1%
|
236,379
|
$997,519 | — | 31 Mar 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.08%
|
187,936
|
$793,090 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.07%
|
165,752
|
$699,473 | — | 31 Mar 2025 | |
| Sendero Wealth Management, LLC |
13F
|
Company |
0.07%
|
162,800
|
$687,016 | — | 31 Mar 2025 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
0.06%
|
145,848
|
$615,479 | — | 31 Mar 2025 | |
| First Eagle Investment Management, LLC |
13F
|
Company |
0.06%
|
145,523
|
$614,107 | — | 31 Mar 2025 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.06%
|
136,255
|
$574,994 | — | 31 Mar 2025 | |
| Swiss National Bank |
13F
|
Company |
0.06%
|
135,700
|
$572,654 | — | 31 Mar 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.05%
|
122,103
|
$515,306 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.05%
|
119,690
|
$505,091 | — | 31 Mar 2025 | |
| Biondo Investment Advisors, LLC |
13F
|
Company |
0.05%
|
114,000
|
$481,080 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.05%
|
110,816
|
$467,644 | — | 31 Mar 2025 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
0.05%
|
110,500
|
$466,310 | — | 31 Mar 2025 | |
| Register Financial Advisors LLC |
13F
|
Company |
0.05%
|
110,300
|
$465,466 | — | 31 Mar 2025 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.05%
|
110,188
|
$464,993 | — | 31 Mar 2025 | |
| Maven Securities LTD |
13F
|
Company |
0.04%
|
85,673
|
$361,540 | — | 31 Mar 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.04%
|
81,282
|
$343,010 | — | 31 Mar 2025 | |
| VIRGINIA RETIREMENT SYSTEMS ET Al |
13F
|
Company |
0.03%
|
77,837
|
$328,472 | — | 31 Mar 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.03%
|
74,870
|
$315,951 | — | 31 Mar 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.03%
|
73,701
|
$311,010 | — | 31 Mar 2025 | |
| Mariner, LLC |
13F
|
Company |
0.03%
|
69,477
|
$293,194 | — | 31 Mar 2025 | |
| Pine Valley Investments Ltd Liability Co |
13F
|
Company |
0.03%
|
68,000
|
$286,960 | — | 31 Mar 2025 |
Institutional Holders of Custom Truck One Source, Inc. - Common Stock (CTOS) as of Q2 2025
As of 30 Jun 2025,
Custom Truck One Source, Inc. - Common Stock (CTOS) was held by
127 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
216,483,021 shares.
The largest 10 holders included
Platinum Equity Advisors, LLC/DE, T. Rowe Price Investment Management, Inc., Boston Partners, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., Canvas Wealth Advisors, LLC, Allspring Global Investments Holdings, LLC, BlackRock, Inc., DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, and Alyeska Investment Group, L.P..
This page lists
128
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
139
Q2 2025 holders
127
Holder diff
-12
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.