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

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

313,895,402Shares held by institutions

$1,982,249,464Value of institutional holdings

166.66%Institutional ownership %

2.48%Shares Changed QoQ

127No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Custom Truck One Source, Inc. (NYSE:CTOS) has 151 institutional investors with active 13F positions as of December 2025.

These investors collectively held 96.1% of Custom Truck One Source's outstanding shares in December 2025, down from 165.0% in September 2025.
They decreased total shares held in Custom Truck One Source by -41.35% from the prior quarter, while the number of investors in CTOS increased 21.77% year over year.
Among the 151 funds, 83 bought more Custom Truck One Source shares, 43 sold down, and 25 held their ground.
The aggregate institutional position in Custom Truck One Source amounted to 217.72Mn shares as of December 2025, down by 153.53Mn shares quarter on quarter, and down 153.38Mn shares year over year.
As of December 31, 2025, the biggest holder of Custom Truck One Source is Platinum Equity Advisors, LLC/DE at 156.74Mn shares, representing 69.18% of shares outstanding.
Leading buyers of Custom Truck One Source shares for the quarter ending December 2025 were Canvas Wealth Advisors, LLC (2.3Mn), Empowered Funds, LLC (1.15Mn), M&T Bank Corp (942.11K), FIRST TRUST ADVISORS LP (842.96K), Alyeska Investment Group, L.P. (750.0K).
The largest sellers of Custom Truck One Source for the quarter ending December 2025 were Platinum Equity Advisors, LLC/DE (156.74Mn), Bank Of America Corp /De/ (2.11Mn), Boston Partners (1.68Mn), T. Rowe Price Investment Management, Inc. (1.43Mn), ACK Asset Management LLC (1.12Mn).
Business Quant data shows the 10 biggest positions in Custom Truck One Source as of December 2025 are held by 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 (4.2Mn), Boston Partners (3.79Mn), VANGUARD GROUP INC (3.47Mn), Alyeska Investment Group, L.P. (2.5Mn), Bank Of America Corp /De/ (1.48Mn).

151 Institutional Holders

313,895,402 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	75,080	1.77%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	464,819	10.57%	$0.00
Platinum Equity Advisors, LLC/DE	31 Dec, 2025	-156,743,635	-50.00%	$0.00
Barclays Plc	31 Dec, 2025	-75,456	-44.53%	$0.00
Boston Partners	31 Dec, 2025	-1,681,710	-30.71%	$0.00
Canvas Wealth Advisors, LLC	31 Dec, 2025	2,303,504	48.53%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	1,216	0.00%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	190,533	5.82%	$0.00
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	31 Dec, 2025	132,448	2.49%	$0.00
Alyeska Investment Group, L.P.	31 Dec, 2025	750,000	42.85%	$0.00
Allspring Global Investments Holdings, LLC	31 Dec, 2025	-187,941	-4.28%	$0.00
Bank Of America Corp /De/	31 Dec, 2025	-2,108,930	-58.76%	$0.00
Russell Investments Group, Ltd.	31 Dec, 2025	-149,441	-13.73%	$0.00
Empowered Funds, LLC	31 Dec, 2025	1,154,013	360.24%	$0.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	-1,427,231	-61.62%	$0.00
Clearbridge Investments, LLC	31 Dec, 2025	-118,611	-7.59%	$0.00
Intrinsic Edge Capital Management LLC	31 Dec, 2025	380,000	95.09%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	30,527	2.17%	$0.00
Point72 Asset Management, L.P.	31 Dec, 2025	278,418	259.10%	$0.00
State Street Corp	31 Dec, 2025	81,576	6.41%	$0.00

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