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 | 08/14/2025 | 156.74 M | $774.31 M | 0.00% | 69.21% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2025 | 7.80 M | $38.54 M | 1.00% | 3.44% |
| BOSTON PARTNERS | 08/12/2025 | 5.43 M | $26.85 M | 71.46% | 2.40% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2025 | 5.20 M | $25.68 M | -2.04% | 2.30% |
| CANVAS WEALTH ADVISORS, LLC | 07/30/2025 | 4.76 M | $28.33 M | 6.54% | 2.10% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/25/2025 | 4.30 M | $21.05 M | -0.27% | 1.90% |
| BLACKROCK, INC. | 08/12/2025 | 4.19 M | $20.68 M | 14.41% | 1.85% |
| DIMENSIONAL FUND ADVISORS LP | 08/12/2025 | 4.06 M | $20.05 M | 18.94% | 1.79% |
| VANGUARD GROUP INC | 08/11/2025 | 3.14 M | $15.52 M | -18.19% | 1.39% |
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2025 | 2.05 M | $10.11 M | 1.68% | 0.90% |
| ACK ASSET MANAGEMENT LLC | 08/13/2025 | 1.88 M | $9.26 M | 100.00% | 0.83% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/12/2025 | 1.53 M | $7.55 M | -16.87% | 0.67% |
| BANK OF AMERICA CORP /DE/ | 08/14/2025 | 1.35 M | $6.69 M | -2.55% | 0.60% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/08/2025 | 1.35 M | $6.65 M | 12.74% | 0.59% |
| STATE STREET CORP | 08/14/2025 | 1.20 M | $5.91 M | 3.11% | 0.53% |
| HEARTLAND ADVISORS INC | 08/12/2025 | 1.12 M | $5.55 M | -6.38% | 0.50% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/13/2025 | 1.06 M | $5.23 M | 9.06% | 0.47% |
| GILDER GAGNON HOWE & CO LLC | 08/14/2025 | 639.79 K | $3.16 M | -19.09% | 0.28% |
| UBS GROUP AG | 08/14/2025 | 564.18 K | $2.79 M | -5.01% | 0.25% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/06/2025 | 558.35 K | $2.76 M | 283.69% | 0.25% |
| GSA CAPITAL PARTNERS LLP | 07/22/2025 | 533.22 K | $2.63 M | 19.66% | 0.24% |
| NORTHERN TRUST CORP | 08/13/2025 | 481.17 K | $2.38 M | 7.81% | 0.21% |
| FIRST TRUST ADVISORS LP | 08/13/2025 | 477.58 K | $2.36 M | -6.46% | 0.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2025 | 448.24 K | $2.21 M | 3.69% | 0.20% |
| MORGAN STANLEY | 08/15/2025 | 403.39 K | $1.99 M | -7.29% | 0.18% |
| SENDERO WEALTH MANAGEMENT, LLC | 07/31/2025 | 390.80 K | $1.93 M | 140.05% | 0.17% |
| FMR LLC | 08/14/2025 | 319.19 K | $1.58 M | 2,337.84% | 0.14% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2025 | 259.37 K | $1.28 M | 38.01% | 0.11% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/13/2025 | 252.03 K | $1.25 M | 360.14% | 0.11% |
| GOLDMAN SACHS GROUP INC | 08/14/2025 | 174.65 K | $862.78 K | -67.02% | 0.08% |
| NUVEEN, LLC | 08/12/2025 | 149.03 K | $736.21 K | -10.09% | 0.07% |
| BANK OF NEW YORK MELLON CORP | 08/05/2025 | 149.01 K | $736.09 K | 24.49% | 0.07% |
| TD ASSET MANAGEMENT INC | 07/28/2025 | 148.44 K | $733.28 K | 1.78% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2025 | 135.39 K | $668.84 K | 66.57% | 0.06% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2025 | 133.21 K | $658.08 K | 100.00% | 0.06% |
| EMPOWERED FUNDS, LLC | 08/11/2025 | 133.21 K | $658.08 K | 100.00% | 0.06% |
| SWISS NATIONAL BANK | 08/12/2025 | 129.30 K | $638.74 K | -4.72% | 0.06% |
| ROYAL BANK OF CANADA | 08/14/2025 | 124.80 K | $616.00 K | 728.49% | 0.06% |
| INVESCO LTD. | 08/13/2025 | 124.58 K | $615.44 K | 12.42% | 0.06% |
| SEI INVESTMENTS CO | 08/14/2025 | 122.46 K | $605.00 K | 0.30% | 0.05% |
| REGISTER FINANCIAL ADVISORS LLC | 07/16/2025 | 120.30 K | $594.28 K | 9.07% | 0.05% |
| BARCLAYS PLC | 08/14/2025 | 114.76 K | $566.00 K | 71.48% | 0.05% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2025 | 114.31 K | $564.70 K | -16.10% | 0.05% |
| BIONDO INVESTMENT ADVISORS, LLC | 08/08/2025 | 114.00 K | $563.16 K | 0.00% | 0.05% |
| MARINER, LLC | 08/14/2025 | 111.40 K | $550.33 K | 60.34% | 0.05% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 08/14/2025 | 106.49 K | $526.07 K | -3.35% | 0.05% |
| JUMP FINANCIAL, LLC | 08/13/2025 | 102.67 K | $507.21 K | 584.49% | 0.05% |
| CITIGROUP INC | 08/11/2025 | 94.89 K | $468.78 K | 26.75% | 0.04% |
| RHUMBLINE ADVISERS | 08/12/2025 | 88.40 K | $436.66 K | 19.94% | 0.04% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2025 | 84.47 K | $417.28 K | 34.79% | 0.04% |
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Custom Truck One Source, Inc. institutional Ownership - FAQ's
During the previous two years, 169 institutional investors and hedge funds held shares of Custom Truck One Source, Inc.. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 4.39 M
Sendero Wealth Management, LLC: 390,797
SAPIENT CAPITAL LLC: 127,760
LOS ANGELES CAPITAL MANAGEMENT LLC: 78,138
VIRGINIA RETIREMENT SYSTEMS ET AL: 65,237
Arbor Wealth Advisors LLC: 15,260
95.59% of Custom Truck One Source, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 224.36 M shares in the last 24 months. This purchase volume represents approximately $1.49 B in transactions.