Custom Truck One Source, Inc.
Custom Truck One Source, Inc. (CTOS) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CTOS · as of Sep 30, 2025
Ownership Breakdown
146
Institutional Holders
▲ 18 vs Q2
$1.38B
Total Inst. Value
▲ $308.48M vs Q2
227.43M
Shares Outstanding
freeFloat 26.38%
215.27M
13F Shares Held
▼ 1.28M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CTOS largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
PLATINUM EQUITY ADVISORS, LLC/DE services-equipment rental & leasing, nec | 156.74M | 69.21% | 69.21% | $1.01T | Jan 6, 2026 | — held |
BOSTON PARTNERS services-equipment rental & leasing, nec | 5.48M | 2.42% | 2.42% | $35.15B | Nov 13, 2025 | ▲ 42.2K |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. services-equipment rental & leasing, nec | 5.31M | 2.34% | 2.34% | $34.09B | Nov 14, 2025 | ▲ 112.5K |
CANVAS WEALTH ADVISORS, LLC services-equipment rental & leasing, nec | 4.75M | 2.10% | 2.10% | $30.95B | Nov 5, 2025 | ▼ 14.0K |
DIMENSIONAL FUND ADVISORS LP services-equipment rental & leasing, nec | 4.40M | 1.94% | 1.94% | $28.22B | Nov 12, 2025 | ▲ 337.3K |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC services-equipment rental & leasing, nec | 4.39M | 1.94% | 1.94% | $28.57B | Oct 20, 2025 | ▲ 93.9K |
BLACKROCK, INC. services-equipment rental & leasing, nec | 4.24M | 1.87% | 1.87% | $27.21B | Nov 12, 2025 | ▲ 52.4K |
VANGUARD GROUP INC services-equipment rental & leasing, nec | 3.28M | 1.45% | 1.45% | $21.03B | Nov 7, 2025 | ▲ 135.2K |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. services-equipment rental & leasing, nec | 2.32M | 1.02% | 1.02% | $14.87B | Nov 14, 2025 | ▼ 5.49M |
ACK ASSET MANAGEMENT LLC services-equipment rental & leasing, nec | 1.93M | 85.00% | 85.00% | $12.36B | Nov 14, 2025 | ▲ 50.0K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
29
Increased
+4.29M shares7
New Positions
first time holders9
Decreased
−7.20M shares0
Sold Out
fully exitedNet shares change (top 50)
2.92M
+4.29M / −7.20M
Net new holders
+27
7 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CTOS insider trading · insider activity
Source: SEC Form 4
17
Buy transactions
20
Sell transactions
0.85
Buy/Sell ratio
$1M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
McMonagle Ryan Chief Executive Officer | Apr 1, 2026 | Tax Withhold | 54,906 | $6.62 | $363.5K | 696.0K | Form 4 ↗ |
Eperjesy Christopher J Chief Financial Officer | Apr 1, 2026 | Tax Withhold | 40,547 | $6.62 | $268.4K | 283.9K | Form 4 ↗ |
JOLAS PAUL M EVP, General Counsel & Sec. | Apr 1, 2026 | Tax Withhold | 19,923 | $6.62 | $131.9K | 81.2K | Form 4 ↗ |
Rich Thomas R. President - Rentals | Apr 1, 2026 | Tax Withhold | 22,538 | $6.62 | $149.2K | 363.6K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Custom Truck One Source, Inc. (CTOS) is primarily owned by institutional investors, who hold approximately 94.7% of total shares outstanding. Company insiders own approximately 73.62%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of Custom Truck One Source, Inc. is PLATINUM EQUITY ADVISORS, LLC/DE, holding approximately 156.74 million shares — equal to 69.21% of outstanding shares — as of September 30, 2025.
A total of 146 institutional investors currently hold CTOS stock, with a combined institutional value of approximately $1.38 billion as of the most recent 13F filing period.
Frequently asked questions
CTOS ownershipCustom Truck One Source, Inc. (CTOS) is primarily owned by institutional investors, who hold approximately 94.7% of shares. The largest shareholder is PLATINUM EQUITY ADVISORS, LLC/DE with a 69.21% stake. Company insiders hold 73.62%. Data sourced from SEC Form 13F as of September 30, 2025.