Custom Truck One Source, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PLATINUM EQUITY ADVISORS, LLC/DE | 11/14/2025 | 156.74 M | $1.01 B | 0.00% | 69.21% |
| BOSTON PARTNERS | 11/13/2025 | 5.48 M | $35.15 M | 0.78% | 2.42% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 5.31 M | $34.09 M | 2.16% | 2.34% |
| CANVAS WEALTH ADVISORS, LLC | 11/05/2025 | 4.75 M | $30.95 M | -0.29% | 2.10% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 4.40 M | $28.22 M | 8.31% | 1.94% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 4.39 M | $28.57 M | 2.19% | 1.94% |
| BLACKROCK, INC. | 11/12/2025 | 4.24 M | $27.21 M | 1.25% | 1.87% |
| VANGUARD GROUP INC | 11/07/2025 | 3.28 M | $21.03 M | 4.30% | 1.45% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 2.32 M | $14.87 M | -70.31% | 1.02% |
| ACK ASSET MANAGEMENT LLC | 11/14/2025 | 1.93 M | $12.36 M | 2.67% | 0.85% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.79 M | $11.52 M | 32.61% | 0.79% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/17/2025 | 1.75 M | $11.24 M | -14.52% | 0.77% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/13/2025 | 1.56 M | $10.04 M | 2.31% | 0.69% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.41 M | $9.04 M | 4.62% | 0.62% |
| STATE STREET CORP | 11/14/2025 | 1.27 M | $8.17 M | 6.39% | 0.56% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 1.09 M | $6.99 M | 2.76% | 0.48% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 774.44 K | $4.97 M | 38.70% | 0.34% |
| MORGAN STANLEY | 11/14/2025 | 722.31 K | $4.64 M | 79.06% | 0.32% |
| HEARTLAND ADVISORS INC | 11/07/2025 | 700.00 K | $4.49 M | -37.69% | 0.31% |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 11/13/2025 | 649.08 K | $4.17 M | 100.00% | 0.29% |
| GILDER GAGNON HOWE & CO LLC | 11/14/2025 | 639.79 K | $4.11 M | 0.00% | 0.28% |
| NORTHERN TRUST CORP | 11/14/2025 | 516.60 K | $3.32 M | 7.36% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 505.23 K | $3.24 M | 12.72% | 0.22% |
| CITADEL ADVISORS LLC | 11/14/2025 | 427.00 K | $2.74 M | 1,997.16% | 0.19% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 11/12/2025 | 399.62 K | $2.57 M | 100.00% | 0.18% |
| CITIGROUP INC | 11/10/2025 | 399.32 K | $2.56 M | 320.81% | 0.18% |
| SENDERO WEALTH MANAGEMENT, LLC | 10/08/2025 | 390.80 K | $2.51 M | 0.00% | 0.17% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 379.91 K | $2.44 M | -20.45% | 0.17% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 355.35 K | $2.28 M | 166.75% | 0.16% |
| PRIVATE CAPITAL MANAGEMENT, LLC | 11/14/2025 | 330.00 K | $2.12 M | 100.00% | 0.15% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 320.35 K | $2.06 M | 140.48% | 0.14% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 304.45 K | $1.95 M | 20.80% | 0.13% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 281.72 K | $1.81 M | 100.00% | 0.12% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 277.22 K | $1.78 M | 58.73% | 0.12% |
| EFG ASSET MANAGEMENT (NORTH AMERICA) CORP. | 11/03/2025 | 274.67 K | $1.76 M | 100.00% | 0.12% |
| VOLEON CAPITAL MANAGEMENT LP | 11/14/2025 | 267.54 K | $1.72 M | 100.00% | 0.12% |
| SANDLER CAPITAL MANAGEMENT | 11/14/2025 | 221.29 K | $1.42 M | 100.00% | 0.10% |
| INVESCO LTD. | 11/13/2025 | 217.27 K | $1.39 M | 74.40% | 0.10% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 201.33 K | $1.29 M | -22.38% | 0.09% |
| REGISTER FINANCIAL ADVISORS LLC | 10/30/2025 | 167.40 K | $1.07 M | 39.15% | 0.07% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 160.59 K | $1.03 M | 7.77% | 0.07% |
| NUVEEN, LLC | 11/12/2025 | 149.03 K | $956.78 K | 0.00% | 0.07% |
| UBS GROUP AG | 11/13/2025 | 142.72 K | $916.26 K | -74.70% | 0.06% |
| MARINER, LLC | 11/14/2025 | 141.69 K | $909.66 K | 27.19% | 0.06% |
| SEI INVESTMENTS CO | 11/13/2025 | 135.30 K | $868.61 K | 10.48% | 0.06% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 134.47 K | $863.00 K | -74.78% | 0.06% |
| SWISS NATIONAL BANK | 11/13/2025 | 129.30 K | $830.11 K | 0.00% | 0.06% |
| SAPIENT CAPITAL LLC | 10/17/2025 | 127.76 K | $810.00 K | 100.00% | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 113.35 K | $727.71 K | 179.72% | 0.05% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2025 | 107.46 K | $689.87 K | -6.00% | 0.05% |
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Custom Truck One Source, Inc. institutional Ownership - FAQ's
During the previous two years, 169 institutional investors and hedge funds held shares of Custom Truck One Source, Inc.. The most heavily invested institutionals were:
Platinum Equity Advisors, LLC/DE: 156.74 M
Boston Partners: 5.48 M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 5.31 M
Canvas Wealth Advisors, LLC: 4.75 M
DIMENSIONAL FUND ADVISORS LP: 4.4 M
Allspring Global Investments Holdings, LLC: 4.39 M
95.02% of Custom Truck One Source, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 222.87 M shares in the last 24 months. This purchase volume represents approximately $1.45 B in transactions.