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 | 02/17/2026 | 156.74 M | $902.84 M | 0.00% | 69.18% |
| CANVAS WEALTH ADVISORS, LLC | 01/12/2026 | 7.05 M | $40.61 M | 48.53% | 3.11% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 5.44 M | $31.35 M | 2.49% | 2.40% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 4.86 M | $28.00 M | 10.57% | 2.15% |
| BLACKROCK, INC. | 02/12/2026 | 4.31 M | $24.84 M | 1.77% | 1.90% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 4.20 M | $24.37 M | -4.28% | 1.85% |
| BOSTON PARTNERS | 02/13/2026 | 3.79 M | $21.85 M | -30.71% | 1.67% |
| VANGUARD GROUP INC | 01/29/2026 | 3.47 M | $19.97 M | 5.82% | 1.53% |
| ALYESKA INVESTMENT GROUP, L.P. | 02/13/2026 | 2.50 M | $14.40 M | 42.85% | 1.10% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.48 M | $8.53 M | -17.52% | 0.65% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/11/2026 | 1.45 M | $8.32 M | -7.59% | 0.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.44 M | $8.29 M | 2.17% | 0.64% |
| STATE STREET CORP | 02/13/2026 | 1.35 M | $7.80 M | 6.41% | 0.60% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 1.22 M | $7.04 M | 221.88% | 0.54% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 939.08 K | $5.41 M | -13.73% | 0.41% |
| ACK ASSET MANAGEMENT LLC | 02/13/2026 | 800.14 K | $4.61 M | -58.43% | 0.35% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 02/12/2026 | 779.62 K | $4.49 M | 95.09% | 0.34% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/04/2026 | 777.94 K | $4.48 M | 0.45% | 0.34% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 772.18 K | $4.45 M | 117.30% | 0.34% |
| EMPOWERED FUNDS, LLC | 02/18/2026 | 737.18 K | $4.25 M | 130.12% | 0.33% |
| MORGAN STANLEY | 02/13/2026 | 714.69 K | $4.12 M | -1.05% | 0.32% |
| HEARTLAND ADVISORS INC | 02/11/2026 | 700.00 K | $4.03 M | 0.00% | 0.31% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 566.13 K | $3.26 M | -75.56% | 0.25% |
| CITIGROUP INC | 02/13/2026 | 521.36 K | $3.00 M | 30.56% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 504.88 K | $2.91 M | -0.07% | 0.22% |
| NORTHERN TRUST CORP | 02/17/2026 | 471.42 K | $2.72 M | -8.75% | 0.21% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 414.44 K | $2.39 M | 47.11% | 0.18% |
| GILDER GAGNON HOWE & CO LLC | 02/17/2026 | 409.88 K | $2.36 M | -35.94% | 0.18% |
| SENDERO WEALTH MANAGEMENT, LLC | 01/13/2026 | 390.80 K | $2.25 M | 0.00% | 0.17% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 385.87 K | $2.22 M | 259.10% | 0.17% |
| 02/17/2026 | 369.97 K | $2.13 M | 100.00% | 0.16% | |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 369.23 K | $2.13 M | 33.19% | 0.16% |
| JANE STREET GROUP, LLC | 02/12/2026 | 345.01 K | $1.99 M | 100.00% | 0.15% |
| PRIVATE CAPITAL MANAGEMENT, LLC | 02/17/2026 | 327.50 K | $1.89 M | -0.76% | 0.14% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 319.53 K | $1.84 M | 100.00% | 0.14% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 317.80 K | $1.83 M | 100.00% | 0.14% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 246.35 K | $1.42 M | 100.00% | 0.11% |
| VOLEON CAPITAL MANAGEMENT LP | 02/17/2026 | 240.60 K | $1.39 M | -10.07% | 0.11% |
| INVESCO LTD. | 02/19/2026 | 236.93 K | $1.36 M | 9.05% | 0.10% |
| SANDLER CAPITAL MANAGEMENT | 02/17/2026 | 187.30 K | $1.08 M | -15.36% | 0.08% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 177.87 K | $1.02 M | -11.65% | 0.08% |
| REGISTER FINANCIAL ADVISORS LLC | 01/21/2026 | 173.20 K | $997.63 K | 3.46% | 0.08% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 168.98 K | $973.34 K | 49.08% | 0.07% |
| SEI INVESTMENTS CO | 02/13/2026 | 167.64 K | $965.59 K | 23.90% | 0.07% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 161.57 K | $930.66 K | 0.61% | 0.07% |
| NUVEEN, LLC | 02/12/2026 | 149.03 K | $858.42 K | 0.00% | 0.07% |
| MARINER, LLC | 02/13/2026 | 138.56 K | $798.09 K | -2.21% | 0.06% |
| SWISS NATIONAL BANK | 02/12/2026 | 134.10 K | $772.42 K | 3.71% | 0.06% |
| SAPIENT CAPITAL LLC | 02/05/2026 | 127.76 K | $739.73 K | 0.00% | 0.06% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 117.19 K | $675.01 K | 10.82% | 0.05% |
Custom Truck One Source Inc institutional Ownership - FAQ's
During the previous two years, 195 institutional investors and hedge funds held shares of Custom Truck One Source Inc. The most heavily invested institutionals were:
Canvas Wealth Advisors, LLC: 7.02 M
DIMENSIONAL FUND ADVISORS LP: 5.6 M
Allspring Global Investments Holdings, LLC: 3.91 M
Boston Partners: 2.02 M
HEARTLAND ADVISORS INC: 1,000,000
Russell Investments Group, Ltd.: 542,865
95.59% of Custom Truck One Source Inc stock is owned by institutional investors.
Institutional investors have bought a total of 227.29 M shares in the last 24 months. This purchase volume represents approximately $1.45 B in transactions.