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 | 05/15/2025 | 156.74 M | $661.46 M | 5.48% | 68.66% |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/14/2025 | 7.72 M | $32.60 M | 4.27% | 3.38% |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2025 | 5.31 M | $22.39 M | 44.97% | 2.32% |
CANVAS WEALTH ADVISORS, LLC | 04/24/2025 | 4.47 M | $17.16 M | 8.76% | 1.96% |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 04/24/2025 | 4.31 M | $18.09 M | 2.21% | 1.89% |
VANGUARD GROUP INC | 05/09/2025 | 3.84 M | $16.20 M | -1.65% | 1.68% |
BLACKROCK, INC. | 05/02/2025 | 3.66 M | $15.44 M | -0.70% | 1.60% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 3.41 M | $14.40 M | 22.84% | 1.49% |
BOSTON PARTNERS | 05/13/2025 | 3.17 M | $13.37 M | -16.53% | 1.39% |
ALYESKA INVESTMENT GROUP, L.P. | 05/15/2025 | 2.01 M | $8.50 M | 2.89% | 0.88% |
CLEARBRIDGE INVESTMENTS, LLC | 05/13/2025 | 1.84 M | $7.76 M | -1.81% | 0.81% |
PORTOLAN CAPITAL MANAGEMENT, LLC | 05/15/2025 | 1.40 M | $5.90 M | -3.74% | 0.61% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 1.39 M | $5.86 M | 5.84% | 0.61% |
R.P. BOGGS & CO. | 04/29/2025 | 1.37 M | $5.77 M | 1.38% | 0.60% |
HEARTLAND ADVISORS INC | 05/07/2025 | 1.20 M | $5.06 M | 0.00% | 0.53% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 1.19 M | $5.04 M | 3.34% | 0.52% |
STATE STREET CORP | 05/15/2025 | 1.16 M | $4.90 M | -3.98% | 0.51% |
RUSSELL INVESTMENTS GROUP, LTD. | 05/13/2025 | 971.28 K | $4.10 M | -35.72% | 0.43% |
GILDER GAGNON HOWE & CO LLC | 05/15/2025 | 790.76 K | $3.34 M | -15.19% | 0.35% |
GOLDMAN SACHS GROUP INC | 05/16/2025 | 529.59 K | $2.23 M | 223.46% | 0.23% |
FIRST TRUST ADVISORS LP | 05/14/2025 | 510.54 K | $2.15 M | -47.07% | 0.22% |
NORTHERN TRUST CORP | 05/13/2025 | 446.30 K | $1.88 M | -1.35% | 0.20% |
GSA CAPITAL PARTNERS LLP | 05/08/2025 | 445.61 K | $1.88 M | 141.81% | 0.20% |
MORGAN STANLEY | 05/15/2025 | 435.10 K | $1.84 M | 13.01% | 0.19% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 432.27 K | $1.82 M | -2.53% | 0.19% |
BLACK DIAMOND FINANCIAL, LLC | 04/30/2025 | 252.61 K | $1.07 M | -75.04% | 0.11% |
CITADEL ADVISORS LLC | 05/15/2025 | 236.38 K | $997.52 K | -76.76% | 0.10% |
UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 187.94 K | $793.09 K | 64.78% | 0.08% |
05/12/2025 | 165.75 K | $699.47 K | 100.00% | 0.07% | |
SENDERO WEALTH MANAGEMENT, LLC | 04/10/2025 | 162.80 K | $687.02 K | 0.00% | 0.07% |
TD ASSET MANAGEMENT INC | 05/07/2025 | 145.85 K | $615.48 K | 0.00% | 0.06% |
FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 05/12/2025 | 145.52 K | $614.11 K | 100.00% | 0.06% |
POINT72 ASSET MANAGEMENT, L.P. | 05/15/2025 | 136.26 K | $574.99 K | 100.00% | 0.06% |
SWISS NATIONAL BANK | 05/12/2025 | 135.70 K | $572.65 K | 15.59% | 0.06% |
SEI INVESTMENTS CO | 05/14/2025 | 122.10 K | $515.31 K | -1.98% | 0.05% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 119.69 K | $505.09 K | -3.16% | 0.05% |
BIONDO INVESTMENT ADVISORS, LLC | 05/14/2025 | 114.00 K | $481.08 K | 60.56% | 0.05% |
INVESCO LTD. | 05/12/2025 | 110.82 K | $467.64 K | 12.85% | 0.05% |
FULLER & THALER ASSET MANAGEMENT, INC. | 05/13/2025 | 110.50 K | $466.31 K | 3.56% | 0.05% |
REGISTER FINANCIAL ADVISORS LLC | 04/22/2025 | 110.30 K | $465.47 K | 12.78% | 0.05% |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 05/15/2025 | 110.19 K | $464.99 K | 101.69% | 0.05% |
MAVEN SECURITIES LTD | 05/14/2025 | 85.67 K | $361.54 K | 114.18% | 0.04% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 81.28 K | $343.01 K | 134.97% | 0.04% |
CITIGROUP INC | 05/12/2025 | 74.87 K | $315.95 K | 59.14% | 0.03% |
RHUMBLINE ADVISERS | 04/08/2025 | 73.70 K | $311.01 K | 1.51% | 0.03% |
MARINER, LLC | 05/15/2025 | 69.48 K | $293.19 K | 6.67% | 0.03% |
BARCLAYS PLC | 05/15/2025 | 66.92 K | $283.00 K | -25.17% | 0.03% |
ALLIANCEBERNSTEIN L.P. | 05/15/2025 | 62.67 K | $264.47 K | -3.50% | 0.03% |
CETERA INVESTMENT ADVISERS | 05/06/2025 | 58.34 K | $246.21 K | 118.85% | 0.03% |
NEBULA RESEARCH & DEVELOPMENT LLC | 05/15/2025 | 57.87 K | $244.21 K | 15.70% | 0.03% |
Custom Truck One Source, Inc. institutional Ownership - FAQ's
During the previous two years, 157 institutional investors and hedge funds held shares of Custom Truck One Source, Inc.. The most heavily invested institutionals were:
Platinum Equity Advisors, LLC/DE: 156.74 M
T. Rowe Price Investment Management, Inc.: 7.72 M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 5.31 M
Canvas Wealth Advisors, LLC: 4.47 M
Allspring Global Investments Holdings, LLC: 4.31 M
VANGUARD GROUP INC: 3.84 M
93.49% of Custom Truck One Source, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 220.33 M shares in the last 24 months. This purchase volume represents approximately $959.53 M in transactions.