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

Institutions by Trading Activity

Ownership Statistics

202,941,667Shares Outstanding

158,085,205Shares held by institutions

$1,133,470,920Value of institutional holdings

106.06%Institutional ownership %

1.29%Shares Changed QoQ

149No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 149 institutions have reported a stake in Custom Truck One Source, Inc. (NYSE:CTOS) as of December 2025, according to recent 13F filings with the SEC.

These investors collectively held 106.1% of the company's total shares outstanding in December 2025, down from 106.1% in September 2025.
Institutional share ownership changed by 1.29% QoQ, while the number of institutional owners saw an increase of 20.16% YoY.
Among the 149 institutional holders of Custom Truck One Source, 82 added to their stakes while 42 trimmed their positions and 25 held steady.
The total number of shares held by institutions in Custom Truck One Source increased to 215.24Mn as of December 2025, a net change of up by 2.75Mn shares quarter on quarter, and down 6.72Mn shares year over year.
The top institutional stake in Custom Truck One Source as of December 31, 2025 belongs to Platinum Equity Advisors, LLC/DE, which owns 156.74Mn shares, or 77.24% of the company.
Among the most significant buyers of Custom Truck One Source during December 2025 were Canvas Wealth Advisors, LLC (2.30Mn), FIRST TRUST ADVISORS LP (842.96K), Alyeska Investment Group, L.P. (750.00K), DIMENSIONAL FUND ADVISORS LP (464.82K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (416.83K).
Leading sellers of Custom Truck One Source stock in December 2025 included T. Rowe Price Investment Management, Inc. (1.99Mn), Boston Partners (1.68Mn), ACK Asset Management LLC (1.12Mn), CITADEL ADVISORS LLC (363.19K), BANK OF AMERICA CORP /DE/ (314.40K).
The top 10 institutional holders of Custom Truck One Source for the quarter ending December 2025 included Platinum Equity Advisors, LLC/DE (156.74Mn), Canvas Wealth Advisors, LLC (7.05Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (5.44Mn), DIMENSIONAL FUND ADVISORS LP (4.86Mn), BlackRock, Inc. (4.31Mn), Allspring Global Investments Holdings, LLC (4.20Mn), Boston Partners (3.79Mn), VANGUARD GROUP INC (3.47Mn), Alyeska Investment Group, L.P. (2.50Mn), BANK OF AMERICA CORP /DE/ (1.48Mn).

149 Institutional Holders

158,085,205 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Platinum Equity Advisors, LLC/DE	31 Dec, 2025	156,743,635	0	0.00%	$902,843,338.00
Canvas Wealth Advisors, LLC	31 Dec, 2025	7,050,221	2,303,504	48.53%	$40,609,273.00
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	31 Dec, 2025	5,442,562	132,448	2.49%	$31,349,374.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	4,860,981	464,819	10.57%	$27,999,835.00
BlackRock, Inc.	31 Dec, 2025	4,312,778	75,080	1.77%	$24,841,601.00
Allspring Global Investments Holdings, LLC	31 Dec, 2025	4,201,414	-187,941	-4.28%	$24,368,201.00
Boston Partners	31 Dec, 2025	3,793,597	-1,681,710	-30.71%	$21,854,856.00
VANGUARD GROUP INC	31 Dec, 2025	3,466,621	190,533	5.82%	$19,967,736.00
Alyeska Investment Group, L.P.	31 Dec, 2025	2,500,229	750,000	42.85%	$14,401,319.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	1,480,130	-314,400	-17.52%	$8,525,549.00
Clearbridge Investments, LLC	31 Dec, 2025	1,445,138	-118,611	-7.59%	$8,323,992.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,439,148	30,527	2.17%	$8,290,852.00
STATE STREET CORP	31 Dec, 2025	1,354,815	81,576	6.41%	$7,803,734.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	1,222,875	842,964	221.88%	$7,043,760.00
Russell Investments Group, Ltd.	31 Dec, 2025	939,076	-149,441	-13.73%	$5,409,077.00
ACK Asset Management LLC	31 Dec, 2025	800,136	-1,124,864	-58.43%	$4,608,783.00
Intrinsic Edge Capital Management LLC	31 Dec, 2025	779,622	380,000	95.09%	$4,490,623.00
First Eagle Investment Management, LLC	31 Dec, 2025	777,936	3,500	0.45%	$4,480,911.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	772,180	416,833	117.30%	$4,447,757.00
Empowered Funds, LLC	31 Dec, 2025	737,180	416,833	130.12%	$4,246,157.00

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