Who Owns CTOS?

Custom Truck One Source, Inc. — Institutional Ownership & 13F Holdings

$9.05

+0.27 (+3.08%)

Market Cap

$2.0B

Shares Outstanding

226,625,924

Institutional Holders

140

Total Inst. Value

$864.2M

% of Float Held

357.0%

QoQ Holder Change

+40

Institutional data as of Q1 2025

New Positions

40

Closed Positions

14

Increased

41

Decreased

37

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Platinum Equity Advisors, LLC/DE$661.5M156,743,635
2T. Rowe Price Investment Management, Inc.$32.6M7,724,424
3Allspring Global Investments Holdings, LLC$18.1M4,307,058
4Canvas Wealth Advisors, LLCNew$17.2M4,468,342
5VANGUARD GROUP INC$16.2M3,839,405
6BlackRock, Inc.$15.4M3,658,252
7DIMENSIONAL FUND ADVISORS LP$14.4M3,412,519
8Alyeska Investment Group, L.P.$8.5M2,013,660
9Clearbridge Investments, LLC$7.8M1,838,615
10Portolan Capital Management, LLC$5.9M1,397,327

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Frequently Asked Questions

How many institutional investors hold CTOS?

As of Q1 2025, 140 institutional investors report holding CTOS (Custom Truck One Source, Inc.) in their 13F filings.

What percentage of Custom Truck One Source, Inc. is owned by institutions?

Institutional investors hold approximately 357.0% of Custom Truck One Source, Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most CTOS?

The largest institutional holder of CTOS is Platinum Equity Advisors, LLC/DE with $661.5M in shares.

Are institutions buying or selling CTOS?

This quarter, 40 institutions opened new positions in CTOS and 14 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.