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 | 05/15/2026 | 156.74 M | $1.03 B | 0.00% | 69.18% |
| CANVAS WEALTH ADVISORS, LLC | 04/28/2026 | 7.02 M | $46.12 M | -0.44% | 3.10% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 5.67 M | $37.28 M | 4.27% | 2.50% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 5.60 M | $36.81 M | 15.26% | 2.47% |
| BLACKROCK, INC. | 05/13/2026 | 4.25 M | $27.94 M | -1.39% | 1.88% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 3.91 M | $25.91 M | -6.84% | 1.73% |
| ALYESKA INVESTMENT GROUP, L.P. | 05/15/2026 | 2.83 M | $18.57 M | 13.02% | 1.25% |
| 05/15/2026 | 2.53 M | $16.59 M | 100.00% | 1.11% | |
| BOSTON PARTNERS | 05/11/2026 | 2.02 M | $13.25 M | -46.85% | 0.89% |
| STATE STREET CORP | 05/15/2026 | 1.49 M | $9.76 M | 9.69% | 0.66% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.47 M | $9.66 M | 2.19% | 0.65% |
| CLEARBRIDGE INVESTMENTS, LLC | 05/13/2026 | 1.40 M | $9.22 M | -2.85% | 0.62% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 1.30 M | $8.55 M | 6.42% | 0.57% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.20 M | $7.86 M | -19.21% | 0.53% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 1.06 M | $6.94 M | 154.93% | 0.47% |
| HEARTLAND ADVISORS INC | 05/06/2026 | 1.00 M | $6.57 M | 42.86% | 0.44% |
| MORGAN STANLEY | 05/15/2026 | 897.53 K | $5.90 M | 25.58% | 0.40% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 05/18/2026 | 879.62 K | $5.78 M | 12.83% | 0.39% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 845.12 K | $5.55 M | 9.45% | 0.37% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 810.12 K | $5.32 M | 9.89% | 0.36% |
| JPMORGAN CHASE & CO | 05/13/2026 | 770.22 K | $4.86 M | 2,938.82% | 0.34% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 765.82 K | $5.03 M | -1.56% | 0.34% |
| JANE STREET GROUP, LLC | 05/12/2026 | 660.53 K | $4.34 M | 91.45% | 0.29% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 650.70 K | $4.28 M | 285.07% | 0.29% |
| MACKENZIE FINANCIAL CORP | 05/13/2026 | 589.10 K | $3.87 M | 100.00% | 0.26% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 542.87 K | $3.57 M | -42.19% | 0.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 517.41 K | $3.40 M | 2.48% | 0.23% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 515.74 K | $3.39 M | 39.68% | 0.23% |
| 05/08/2026 | 507.31 K | $3.33 M | 100.00% | 0.22% | |
| NORTHERN TRUST CORP | 05/14/2026 | 489.08 K | $3.21 M | 3.74% | 0.22% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 452.64 K | $2.97 M | 100.00% | 0.20% |
| HRT FINANCIAL LP | 05/14/2026 | 411.89 K | $2.71 M | 100.00% | 0.18% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 404.55 K | $2.66 M | 100.00% | 0.18% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 05/15/2026 | 394.42 K | $2.59 M | 100.00% | 0.17% |
| SENDERO WEALTH MANAGEMENT, LLC | 04/22/2026 | 390.80 K | $2.57 M | 0.00% | 0.17% |
| CITIGROUP INC | 05/11/2026 | 384.71 K | $2.53 M | -26.21% | 0.17% |
| 05/15/2026 | 351.00 K | $2.31 M | -5.13% | 0.15% | |
| PRIVATE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 327.50 K | $2.15 M | 0.00% | 0.14% |
| CITADEL ADVISORS LLC | 05/15/2026 | 280.36 K | $1.84 M | 339.39% | 0.12% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 257.83 K | $1.69 M | -18.87% | 0.11% |
| INVESCO LTD. | 05/12/2026 | 244.11 K | $1.60 M | 3.03% | 0.11% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 242.19 K | $1.59 M | -37.24% | 0.11% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 228.52 K | $1.50 M | 100.00% | 0.10% |
| SEI INVESTMENTS CO | 05/13/2026 | 227.57 K | $1.50 M | 35.75% | 0.10% |
| VOLEON CAPITAL MANAGEMENT LP | 05/15/2026 | 220.17 K | $1.45 M | -8.49% | 0.10% |
| GILDER GAGNON HOWE & CO LLC | 05/15/2026 | 217.88 K | $1.43 M | -46.84% | 0.10% |
| ALGERT GLOBAL LLC | 05/14/2026 | 195.76 K | $1.29 M | 100.00% | 0.09% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 182.79 K | $1.20 M | 100.00% | 0.08% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 179.37 K | $1.18 M | -43.86% | 0.08% |
| REGISTER FINANCIAL ADVISORS LLC | 04/15/2026 | 171.20 K | $1.12 M | -1.15% | 0.08% |
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Custom Truck One Source Inc institutional Ownership - FAQ's
During the previous two years, 206 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
Canvas Wealth Advisors, LLC: 7.02 M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 5.67 M
DIMENSIONAL FUND ADVISORS LP: 5.6 M
BlackRock, Inc.: 4.25 M
Allspring Global Investments Holdings, LLC: 3.91 M
96.62% of Custom Truck One Source Inc stock is owned by institutional investors.
Institutional investors have bought a total of 226.87 M shares in the last 24 months. This purchase volume represents approximately $1.45 B in transactions.