Who Owns Custom Truck One Source, Inc. (CTOS)?Hedge Fund & Institutional Holders

$5.76-0.33 (-5.42%)IndustrialsNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.02843776064061e+200T

% of Float Held

Infinity%

QoQ Change in Holders

+15 / -2

Price History

$3.11$4.22$5.33$6.45$7.56Sep 24Jun 25Mar 26

CTOS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Canvas Wealth Advisors, LLCNew Position+7.1M+$40.6M
Allspring Global Investments Holdings, LLCNew Position+4.2M+$24.4M
EFG International AGNew Position+370K+$2.0M
Trexquant Investment LPNew Position+320K+$1.8M
Pine Valley Investments Ltd Liability CoNew Position+272K+$1.4M
MILLENNIUM MANAGEMENT LLCNew Position+318K+$1.0M
JANE STREET GROUP, LLCNew Position+345K+$1.0M
Squarepoint Ops LLCNew Position+246K+$1.0M
Register Financial Advisors LLCNew Position+173K+$997K
STRS OHIONew Position+94K+$543K
EntryPoint Capital, LLCNew Position+92K+$530K
VIRGINIA RETIREMENT SYSTEMS ET AlNew Position+64K+$366K
Counterpoint Mutual Funds LLCNew Position+51K+$295K
PharVision Advisers, LLCNew Position+46K+$265K
SG Americas Securities, LLCNew Position+44K+$256K

CTOS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Boston PartnersDecreased-1.7M-$35.2B
ACK Asset Management LLCDecreased-1.1M-$12.4B
BANK OF AMERICA CORP /DE/Decreased-314K-$11.5B
Clearbridge Investments, LLCDecreased-119K-$10.0B
Russell Investments Group, Ltd.Decreased-149K-$7.0B
MORGAN STANLEYDecreased-8K-$4.6B
Portolan Capital Management, LLCClosed Position-649K-$4.2B
GILDER GAGNON HOWE & CO LLCDecreased-230K-$4.1B
NORTHERN TRUST CORPDecreased-45K-$3.3B
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-350-$3.2B
CITADEL ADVISORS LLCDecreased-363K-$2.7B
Private Capital Management, LLCDecreased-3K-$2.1B
KENNEDY CAPITAL MANAGEMENT LLCClosed Position-304K-$2.0B
Voleon Capital Management LPDecreased-27K-$1.7B
SANDLER CAPITAL MANAGEMENTDecreased-34K-$1.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Platinum Equity Advisors, LLC/DE156,743,635$902.8M10.97%Share
2M&T BANK CORP829,041$77.6M0.25%Share
3Canvas Wealth Advisors, LLC7,050,221$40.6M6.90%Share
4MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,435,307$31.0M0.05%Share
5DIMENSIONAL FUND ADVISORS LP4,527,011$26.0M0.01%Share
6Allspring Global Investments Holdings, LLC4,199,669$24.4M0.04%Share
7VANGUARD GROUP INC3,006,507$17.3M0.00%Share
8Alyeska Investment Group, L.P.2,500,229$14.0M0.04%Share
9BlackRock, Inc.2,260,419$13.0M0.00%Share
10BlackRock, Inc.1,558,728$8.0M0.00%Share
11Clearbridge Investments, LLC1,445,138$8.0M0.01%Share
12M&T BANK CORP83,010$7.8M0.02%Share
13FIRST TRUST ADVISORS LP1,222,875$7.0M0.01%Share
14STATE STREET CORP1,354,815$7.0M0.00%Share
15GEODE CAPITAL MANAGEMENT, LLC1,237,091$7.0M0.00%Share
16ACK Asset Management LLC800,136$4.6M0.58%Share
17Intrinsic Edge Capital Management LLC779,622$4.5M0.80%Share
18First Eagle Investment Management, LLC775,353$4.5M0.01%Share
19HEARTLAND ADVISORS INC700,000$4.0M0.22%Share
20BRIDGEWAY CAPITAL MANAGEMENT, LLC772,180$4.0M0.08%Share
21Empowered Funds, LLC737,180$4.0M0.03%Share
22BANK OF AMERICA CORP /DE/596,079$3.0M0.00%Share
23M&T BANK CORP25,460$2.4M0.01%Share
24GILDER GAGNON HOWE & CO LLC409,878$2.4M0.02%Share
25Sendero Wealth Management, LLC390,797$2.3M0.25%Share
26VANGUARD GROUP INC384,820$2.2M0.00%Share
27EFG International AG369,965$2.0M0.04%Share
28NORTHERN TRUST CORP435,602$2.0M0.00%Share
29ARROWSTREET CAPITAL, LIMITED PARTNERSHIP414,441$2.0M0.00%Share
30Point72 Asset Management, L.P.385,874$2.0M0.00%Share
31CHARLES SCHWAB INVESTMENT MANAGEMENT INC504,884$2.0M0.00%Share
32BANK OF AMERICA CORP /DE/460,189$2.0M0.00%Share
33BANK OF AMERICA CORP /DE/409,199$2.0M0.00%Share
34CITIGROUP INC515,402$2.0M0.00%Share
35Private Capital Management, LLC327,500$1.9M0.17%Share
36T. Rowe Price Investment Management, Inc.322,704$1.9M0.00%Share
37Trexquant Investment LP319,530$1.8M0.02%Share
38Invesco Ltd.190,191$1.1M0.00%Share
39SANDLER CAPITAL MANAGEMENT187,296$1.1M0.35%Share
40Russell Investments Group, Ltd.225,175$1.0M0.00%Share
41MILLENNIUM MANAGEMENT LLC317,801$1.0M0.00%Share
42MORGAN STANLEY229,113$1.0M0.00%Share
43MORGAN STANLEY194,198$1.0M0.00%Share
44BlackRock, Inc.193,533$1.0M0.00%Share
45Voleon Capital Management LP240,597$1.0M0.02%Share
46JANE STREET GROUP, LLC310,140$1.0M0.00%Share
47GEODE CAPITAL MANAGEMENT, LLC202,057$1.0M0.00%Share
48GOLDMAN SACHS GROUP INC204,976$1.0M0.00%Share
49Squarepoint Ops LLC246,352$1.0M0.00%Share
50DIMENSIONAL FUND ADVISORS LP256,528$1.0M0.00%Share

CTOS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025155$1.3B+40
Q3 2025115$1.3T+5
Q2 2025110$990.4B-30
Q1 2025140$863.9B+26
Q4 2024114$1.1T+13
Q3 2024101$69.6T+3
Q2 202498$72.3T-2
Q1 2024100$84.9T—

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As of Q4 2025, 50 institutional investors hold CTOS (Custom Truck One Source, Inc.). The largest holder is Platinum Equity Advisors, LLC/DE with $902.8M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own CTOS?

As of Q4 2025, 50 institutional investors report holding CTOS (Custom Truck One Source, Inc.) in their 13F filings.

Who is the largest institutional holder of CTOS?

The largest institutional holder of CTOS is Platinum Equity Advisors, LLC/DE with $902.8M in shares.

Is institutional ownership of CTOS increasing or decreasing?

This quarter, 15 institutions opened new positions in CTOS and 2 closed their positions.