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 | 08/14/2026 | 156.74 M | $1.85 B | 0.00% | 68.92% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 6.17 M | $72.90 M | 10.17% | 2.71% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2026 | 6.16 M | $72.71 M | 8.49% | 2.71% |
| CANVAS WEALTH ADVISORS, LLC | 07/10/2026 | 5.98 M | $70.66 M | -14.77% | 2.63% |
| BLACKROCK, INC. | 08/07/2026 | 4.57 M | $54.02 M | 7.55% | 2.01% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 2.69 M | $29.73 M | -31.20% | 1.18% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.58 M | $30.45 M | 2.09% | 1.13% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 2.20 M | $26.01 M | 108.42% | 0.97% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.88 M | $22.17 M | 264.07% | 0.83% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.73 M | $20.41 M | 17.48% | 0.76% |
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2026 | 1.64 M | $19.40 M | -41.88% | 0.72% |
| BOSTON PARTNERS | 08/04/2026 | 1.63 M | $19.19 M | -19.41% | 0.71% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.59 M | $18.97 M | 106.09% | 0.70% |
| STATE STREET CORP | 09/22/2026 | 1.52 M | $17.93 M | 2.19% | 0.67% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 1.51 M | $17.84 M | 16.10% | 0.66% |
| MORGAN STANLEY | 08/13/2026 | 1.26 M | $14.86 M | 40.19% | 0.55% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.19 M | $14.09 M | -0.20% | 0.52% |
| ALGERT GLOBAL LLC | 08/13/2026 | 1.17 M | $13.87 M | 499.81% | 0.52% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/13/2026 | 1.01 M | $11.89 M | -28.32% | 0.44% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 954.71 K | $11.28 M | 88.19% | 0.42% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 908.13 K | $10.72 M | 7.46% | 0.40% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 885.96 K | $10.46 M | 50.39% | 0.39% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 873.13 K | $10.31 M | 7.78% | 0.38% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/24/2026 | 861.75 K | $10.18 M | 12.53% | 0.38% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 753.99 K | $8.90 M | 15.87% | 0.33% |
| HEARTLAND ADVISORS INC | 08/11/2026 | 700.00 K | $8.27 M | -30.00% | 0.31% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 08/12/2026 | 685.62 K | $8.10 M | -22.05% | 0.30% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 623.64 K | $7.37 M | 241.19% | 0.27% |
| NORTHERN TRUST CORP | 08/13/2026 | 607.66 K | $7.18 M | 24.25% | 0.27% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 529.69 K | $6.26 M | -2.43% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 515.08 K | $6.08 M | -0.45% | 0.23% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 515.08 K | $6.08 M | 100.00% | 0.23% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 08/14/2026 | 509.47 K | $6.02 M | 29.17% | 0.22% |
| WALLEYE CAPITAL LLC | 08/03/2026 | 463.48 K | $5.47 M | 100.00% | 0.20% |
| SENDERO WEALTH MANAGEMENT, LLC | 08/04/2026 | 457.77 K | $5.41 M | 17.14% | 0.20% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 439.84 K | $5.19 M | -2.83% | 0.19% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 431.71 K | $5.10 M | 6.71% | 0.19% |
| CITIGROUP INC | 08/03/2026 | 412.09 K | $4.87 M | 7.12% | 0.18% |
| INVESCO LTD. | 08/14/2026 | 354.70 K | $4.19 M | 45.31% | 0.16% |
| EFG INTERNATIONAL AG | 08/14/2026 | 344.46 K | $4.07 M | -1.86% | 0.15% |
| VOLEON CAPITAL MANAGEMENT LP | 08/14/2026 | 342.12 K | $4.04 M | 55.39% | 0.15% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 321.21 K | $3.79 M | 121.68% | 0.14% |
| FEDERATED HERMES, INC. | 08/12/2026 | 296.02 K | $3.50 M | 100.00% | 0.13% |
| HRT FINANCIAL LP | 08/14/2026 | 254.65 K | $3.01 M | -38.18% | 0.11% |
| Y.D. MORE INVESTMENTS LTD | 08/05/2026 | 254.50 K | $3.01 M | 100.00% | 0.11% |
| GILDER GAGNON HOWE & CO LLC | 08/14/2026 | 216.87 K | $2.56 M | -0.46% | 0.10% |
| SEI INVESTMENTS CO | 08/14/2026 | 215.77 K | $2.55 M | -5.18% | 0.09% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 08/13/2026 | 200.57 K | $2.37 M | 100.00% | 0.09% |
| MARINER, LLC | 08/13/2026 | 190.06 K | $2.24 M | 12.99% | 0.08% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 179.10 K | $2.12 M | -26.05% | 0.08% |
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Custom Truck One Source Inc institutional Ownership - FAQ's
During the previous two years, 227 institutional investors and hedge funds held shares of Custom Truck One Source Inc. The most heavily invested institutionals were:
Wealth Enhancement Trust Services, Inc.: 0
Platinum Equity Advisors, LLC/DE: 156.74 M
DIMENSIONAL FUND ADVISORS LP: 6.17 M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 6.16 M
Canvas Wealth Advisors, LLC: 5.98 M
BlackRock, Inc.: 4.57 M
98.07% of Custom Truck One Source Inc stock is owned by institutional investors.
Institutional investors have bought a total of 234.46 M shares in the last 24 months. This purchase volume represents approximately $1.50 B in transactions.