Custom Truck One Source, Inc.
CTOS- Exchange
- NYSE
- Industry
- Services-Equipment Rental & Leasing, NEC
- SEC CIK
- 0001709682
No open-market purchases or sales by Custom Truck One Source, Inc. insiders were filed in the last 90 days; 186 institutions reported holding it in 13F filings for Q2 2026, worth $2.64B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Custom Truck One Source, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 71
- +69 vs. Q1 2021
- Shares held
- 212.9M
- +212.9M (+277,106.7%) vs. Q1 2021
- Total value
- $2.03B
- +$2.03B (+282,227.9%) vs. Q1 2021
- New holders
- 71
- 0 more added
- Sold out
- 2
- 0 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CTOS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 186 | $2.64B |
| Q1 2026 | 175 | $1.44B |
| Q4 2025 | 157 | $1.25B |
| Q3 2025 | 147 | $1.38B |
| Q2 2025 | 131 | $1.08B |
| Q1 2025 | 143 | $899.6M |
| Q4 2024 | 126 | $1.07B |
| Q3 2024 | 122 | $760.9M |
| Q2 2024 | 114 | $957.7M |
| Q1 2024 | 120 | $1.25B |
| Q4 2023 | 115 | $1.34B |
| Q3 2023 | 110 | $1.39B |
| Q2 2023 | 107 | $1.53B |
| Q1 2023 | 101 | $1.60B |
| Q4 2022 | 86 | $1.45B |
| Q3 2022 | 87 | $474.6M |
| Q2 2022 | 89 | $454.1M |
| Q1 2022 | 83 | $665.2M |
| Q4 2021 | 88 | $602.0M |
| Q3 2021 | 72 | $2.03B |
| Q2 2021 | 71 | $2.03B |
| Q1 2021 | 2 | $718.0K |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC | 148,600,000 | $1.41B | 36.13% | +148,600,000 | New |
| ECP ControlCo, LLC | 25,738,988 | $245.0M | 24.40% | +25,738,988 | New |
| Blackstone Group Inc. | 14,171,421 | $134.9M | 0.32% | +14,171,421 | New |
| Alyeska Investment Group, L.P. | 7,000,000 | $66.6M | 0.77% | +7,000,000 | New |
| Gilder Gagnon Howe & Co LLC | 2,231,567 | $21.2M | 0.10% | +2,231,567 | New |
| Principal Financial Group Inc | 1,518,204 | $14.5M | 0.01% | +1,518,204 | New |
| FMR LLC | 1,440,170 | $13.7M | 0.00% | +1,440,170 | New |
| Vanguard Group Inc | 1,354,391 | $12.9M | 0.00% | +1,354,391 | New |
| Portolan Capital Management, LLC | 1,034,377 | $9.85M | 0.71% | +1,034,377 | New |
| Zweig-DiMenna Associates LLC | 876,086 | $8.34M | 0.52% | +876,086 | New |
| Schroder Investment Management Group | 851,381 | $8.11M | 0.01% | +851,381 | New |
| R.P. Boggs & Co. | 794,760 | $7.57M | 4.76% | +794,760 | New |
| Kennedy Capital Management, Inc. | 744,605 | $7.09M | 0.15% | +744,605 | New |
| BlackRock Inc. | 743,609 | $7.08M | 0.00% | +743,609 | New |
| Citadel Advisors LLC | 718,267 | $6.84M | 0.01% | +718,267 | New |
| Federated Hermes, Inc. | 659,971 | $6.28M | 0.01% | +659,971 | New |
| Moore Capital Management, LP | 505,000 | $4.81M | 0.09% | +505,000 | New |
| AWH Capital, L.P. | 500,000 | $4.76M | 4.34% | +500,000 | New |
| Ghisallo Capital Management LLC | 400,000 | $3.81M | 0.15% | +400,000 | New |
| Wells Fargo & Company | 371,443 | $3.54M | 0.00% | +371,443 | New |
| Bank of America Corp | 318,838 | $3.04M | 0.00% | +318,838 | New |
| Morgan Stanley | 260,675 | $2.48M | 0.00% | +260,675 | New |
| Geode Capital Management, LLC | 241,794 | $2.30M | 0.00% | +241,794 | New |
| Invesco Ltd. | 228,134 | $2.17M | 0.00% | +228,134 | New |
| State Street Corp | 227,458 | $2.17M | 0.00% | +227,458 | New |
| Northern Trust Corp | 175,718 | $1.67M | 0.00% | +175,718 | New |
| Putnam Investments LLC | 131,600 | $1.25M | 0.00% | +131,600 | New |
| Clearbridge Investments, LLC | 123,319 | $1.17M | 0.00% | +123,319 | New |
| Windsor Creek Advisors, LLC | 106,670 | $1.01M | 0.38% | +106,670 | New |
| Deutsche Bank AG | 60,313 | $574.0K | 0.00% | +60,313 | New |
| Renaissance Technologies LLC | 60,200 | $573.0K | 0.00% | +60,200 | New |
| Susquehanna International Group, LLP | 60,131 | $572.0K | 0.00% | +60,131 | New |
| Two Sigma Investments, LP | 55,156 | $525.0K | 0.00% | +55,156 | New |
| Royal Bank of Canada | 48,547 | $462.0K | 0.00% | +48,547 | New |
| Bank of New York Mellon Corp | 43,565 | $415.0K | 0.00% | +43,565 | New |
| LPL Financial LLC | 43,446 | $414.0K | 0.00% | +43,446 | New |
| IndexIQ Advisors LLC | 43,269 | $412.0K | 0.01% | +43,269 | New |
| Occudo Quantitative Strategies LP | 42,059 | $400.0K | 0.06% | +42,059 | New |
| Nuveen Asset Management, LLC | 35,585 | $339.0K | 0.00% | +35,585 | New |
| Charles Schwab Investment Management Inc | 34,380 | $328.0K | 0.00% | +34,380 | New |
| Envestnet Asset Management Inc | 27,361 | $260.0K | 0.00% | +27,361 | New |
| Jump Financial, LLC | 26,900 | $256.0K | 0.02% | +26,900 | New |
| M&T Bank Corp | 26,440 | $252.0K | 0.00% | +26,440 | New |
| Two Sigma Advisers, LP | 26,500 | $252.0K | 0.00% | +26,500 | New |
| Ameriprise Financial Inc | 21,513 | $207.0K | 0.00% | +21,513 | New |
| Bedel Financial Consulting, Inc. | 20,808 | $198.0K | 0.07% | +20,808 | New |
| Black Diamond Financial, LLC | 20,800 | $198.0K | 0.08% | +20,800 | New |
| AQR Capital Management LLC | 19,419 | $185.0K | 0.00% | +19,419 | New |
| Cubist Systematic Strategies, LLC | 19,416 | $185.0K | 0.00% | +19,416 | New |
| California State Teachers Retirement System | 18,031 | $172.0K | 0.00% | +18,031 | New |
| SEI Investments Co | 14,157 | $138.0K | 0.00% | +14,157 | New |
| Goldman Sachs Group Inc | 12,151 | $116.0K | 0.00% | +12,151 | New |
| Rhumbline Advisers | 12,145 | $116.0K | 0.00% | +12,145 | New |
| Penserra Capital Management LLC | 10,934 | $104.0K | 0.00% | +10,934 | New |
| Tower Research Capital LLC (TRC) | 10,029 | $96.0K | 0.00% | +10,029 | New |
| Gendell Jeffrey L | 10,000 | $95.0K | 0.01% | +10,000 | New |
| American International Group, Inc. | 7,291 | $69.0K | 0.00% | +7,291 | New |
| New York State Common Retirement Fund | 5,698 | $54.0K | 0.00% | +5,698 | New |
| Cornerstone Advisory, LLC | 21,000 | $49.0K | 0.01% | +21,000 | New |
| JPMorgan Chase & Co | 5,017 | $48.0K | 0.00% | +5,017 | New |
| Dorsey Wright & Associates | 5,060 | $48.0K | 0.01% | +5,060 | New |
| Global Retirement Partners, LLC | 3,278 | $31.0K | 0.00% | +3,278 | New |
| Point72 Hong Kong Ltd | 2,290 | $22.0K | 0.00% | +2,290 | New |
| Advisor Group Holdings, Inc. | 1,675 | $16.0K | 0.00% | +1,675 | New |
| Legal & General Group Plc | 1,129 | $11.0K | 0.00% | +1,129 | New |
| Ameritas Investment Partners, Inc. | 1,171 | $11.0K | 0.00% | +1,171 | New |
| UBS Group AG | 759 | $7.00K | 0.00% | +759 | New |
| Citigroup Inc | 618 | $6.00K | 0.00% | +618 | New |
| STRS Ohio | 600 | $5.00K | 0.00% | +600 | New |
| O'Shaughnessy Asset Management, LLC | 99 | $1.00K | 0.00% | +99 | New |
| Wolff Wiese Magana LLC | 40 | $0 | 0.00% | +40 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −76,665−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |