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 | 02/14/2025 | 148.60 M | $714.77 M | 0.00% | 63.39% |
ECP CONTROLCO, LLC | 02/14/2025 | 16.29 M | $78.34 M | -30.35% | 6.95% |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 7.41 M | $35.63 M | 105.11% | 3.16% |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/29/2025 | 4.21 M | $20.40 M | -10.63% | 1.80% |
CANVAS WEALTH ADVISORS, LLC | 01/28/2025 | 4.11 M | $19.76 M | 7.98% | 1.75% |
VANGUARD GROUP INC | 02/11/2025 | 3.90 M | $18.78 M | 17.90% | 1.67% |
BOSTON PARTNERS | 02/11/2025 | 3.80 M | $18.27 M | 100.00% | 1.62% |
BLACKROCK, INC. | 02/07/2025 | 3.68 M | $17.72 M | -3.11% | 1.57% |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/14/2025 | 3.66 M | $17.60 M | 7.46% | 1.56% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 2.78 M | $13.36 M | 2.71% | 1.19% |
ALYESKA INVESTMENT GROUP, L.P. | 02/14/2025 | 1.96 M | $9.41 M | -4.67% | 0.83% |
CLEARBRIDGE INVESTMENTS, LLC | 02/12/2025 | 1.87 M | $9.01 M | 0.64% | 0.80% |
RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 1.51 M | $7.27 M | 216,379.23% | 0.64% |
PORTOLAN CAPITAL MANAGEMENT, LLC | 02/13/2025 | 1.45 M | $6.98 M | 152.76% | 0.62% |
R.P. BOGGS & CO. | 01/29/2025 | 1.35 M | $6.49 M | -0.44% | 0.58% |
BANK OF AMERICA CORP /DE/ | 02/14/2025 | 1.31 M | $6.31 M | 111.55% | 0.56% |
STATE STREET CORP | 02/14/2025 | 1.21 M | $5.81 M | -1.69% | 0.52% |
HEARTLAND ADVISORS INC | 02/12/2025 | 1.20 M | $5.77 M | 26.32% | 0.51% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 1.16 M | $5.56 M | -3.92% | 0.49% |
FEDERATED HERMES, INC. | 02/13/2025 | 1.08 M | $5.17 M | -54.83% | 0.46% |
CITADEL ADVISORS LLC | 02/14/2025 | 1.02 M | $4.89 M | 171.71% | 0.43% |
BLACK DIAMOND FINANCIAL, LLC | 02/04/2025 | 1.01 M | $4.87 M | -29.06% | 0.43% |
FIRST TRUST ADVISORS LP | 02/13/2025 | 964,571 | $4.64 M | 36.85% | 0.41% |
GILDER GAGNON HOWE & CO LLC | 02/14/2025 | 932,349 | $4.48 M | -29.82% | 0.40% |
UBS GROUP AG | 02/14/2025 | 465,443 | $2.24 M | 1,340.87% | 0.20% |
NORTHERN TRUST CORP | 02/14/2025 | 452,416 | $2.18 M | -6.77% | 0.19% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 443,473 | $2.13 M | -0.67% | 0.19% |
KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2025 | 403,596 | $1.94 M | -37.58% | 0.17% |
MORGAN STANLEY | 02/14/2025 | 384,991 | $1.85 M | -0.67% | 0.16% |
GSA CAPITAL PARTNERS LLP | 02/07/2025 | 184,282 | $886,000 | -33.60% | 0.08% |
PALOMA PARTNERS MANAGEMENT CO | 02/14/2025 | 170,000 | $817,700 | -33.63% | 0.07% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 165,752 | $797,267 | 0.00% | 0.07% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 163,727 | $787,527 | 2.22% | 0.07% |
SENDERO WEALTH MANAGEMENT, LLC | 01/14/2025 | 162,800 | $783,068 | 0.00% | 0.07% |
TD ASSET MANAGEMENT INC | 02/11/2025 | 145,848 | $701,529 | 32.53% | 0.06% |
SEI INVESTMENTS CO | 02/11/2025 | 124,565 | $599,162 | -3.23% | 0.05% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 123,592 | $594,478 | -45.24% | 0.05% |
SWISS NATIONAL BANK | 02/10/2025 | 117,400 | $564,694 | 0.00% | 0.05% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 114,050 | $548,580 | 4.04% | 0.05% |
FULLER & THALER ASSET MANAGEMENT, INC. | 02/14/2025 | 106,700 | $513,227 | -1.93% | 0.05% |
INVESCO LTD. | 02/13/2025 | 98,199 | $472,338 | 0.20% | 0.04% |
REGISTER FINANCIAL ADVISORS LLC | 01/22/2025 | 97,800 | $470,418 | -29.54% | 0.04% |
BARCLAYS PLC | 02/13/2025 | 89,436 | $430,000 | 5.81% | 0.04% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 73,250 | $352,333 | 77.47% | 0.03% |
RHUMBLINE ADVISERS | 01/30/2025 | 72,604 | $349,219 | 1.40% | 0.03% |
BIONDO INVESTMENT ADVISORS, LLC | 02/12/2025 | 71,000 | $341,510 | 77.50% | 0.03% |
PINE VALLEY INVESTMENTS LTD LIABILITY CO | 02/04/2025 | 68,000 | $327,080 | 0.00% | 0.03% |
MARINER, LLC | 02/13/2025 | 65,135 | $313,301 | -20.62% | 0.03% |
ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 64,940 | $312,361 | -22.77% | 0.03% |
MARSHALL WACE, LLP | 02/13/2025 | 57,843 | $278,225 | 100.00% | 0.02% |
Custom Truck One Source, Inc. institutional Ownership - FAQ's
During the previous two years, 133 institutional investors and hedge funds held shares of Custom Truck One Source, Inc.. The most heavily invested institutionals were:
Platinum Equity Advisors, LLC/DE: 148.6 M
ECP ControlCo, LLC: 16.29 M
T. Rowe Price Investment Management, Inc.: 7.41 M
Allspring Global Investments Holdings, LLC: 4.21 M
Canvas Wealth Advisors, LLC: 4.11 M
VANGUARD GROUP INC: 3.9 M
94.74% of Custom Truck One Source, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 229.25 M shares in the last 24 months. This purchase volume represents approximately $780.59 M in transactions.