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 $2.63B 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 | $2.63B |
| Q1 2026 | 175 | $1.44B |
| Q4 2025 | 157 | $1.25B |
| Q3 2025 | 147 | $1.38B |
| Q2 2025 | 131 | $1.07B |
| Q1 2025 | 143 | $899.5M |
| Q4 2024 | 126 | $1.07B |
| Q3 2024 | 122 | $759.2M |
| Q2 2024 | 114 | $957.5M |
| Q1 2024 | 120 | $1.25B |
| Q4 2023 | 115 | $1.34B |
| Q3 2023 | 110 | $1.39B |
| Q2 2023 | 107 | $1.53B |
| Q1 2023 | 101 | $1.54B |
| Q4 2022 | 86 | $1.44B |
| Q3 2022 | 87 | $1.34B |
| Q2 2022 | 89 | $1.28B |
| Q1 2022 | 83 | $1.91B |
| Q4 2021 | 88 | $1.79B |
| 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 |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 40 | $0 | 0.00% | +40 | New |
| O'Shaughnessy Asset Management, LLC | 99 | $1.00K | 0.00% | +99 | New |
| STRS Ohio | 600 | $5.00K | 0.00% | +600 | New |
| Citigroup Inc | 618 | $6.00K | 0.00% | +618 | New |
| UBS Group AG | 759 | $7.00K | 0.00% | +759 | 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 |
| Advisor Group Holdings, Inc. | 1,675 | $16.0K | 0.00% | +1,675 | New |
| Point72 Hong Kong Ltd | 2,290 | $22.0K | 0.00% | +2,290 | New |
| Global Retirement Partners, LLC | 3,278 | $31.0K | 0.00% | +3,278 | 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 |
| Cornerstone Advisory, LLC | 21,000 | $49.0K | 0.01% | +21,000 | New |
| New York State Common Retirement Fund | 5,698 | $54.0K | 0.00% | +5,698 | New |
| American International Group, Inc. | 7,291 | $69.0K | 0.00% | +7,291 | New |
| Gendell Jeffrey L | 10,000 | $95.0K | 0.01% | +10,000 | New |
| Tower Research Capital LLC (TRC) | 10,029 | $96.0K | 0.00% | +10,029 | New |
| Penserra Capital Management LLC | 10,934 | $104.0K | 0.00% | +10,934 | 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 |
| SEI Investments Co | 14,157 | $138.0K | 0.00% | +14,157 | New |
| California State Teachers Retirement System | 18,031 | $172.0K | 0.00% | +18,031 | 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 |
| 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 |
| Ameriprise Financial Inc | 21,513 | $207.0K | 0.00% | +21,513 | 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 |
| Jump Financial, LLC | 26,900 | $256.0K | 0.02% | +26,900 | New |
| Envestnet Asset Management Inc | 27,361 | $260.0K | 0.00% | +27,361 | New |
| Charles Schwab Investment Management Inc | 34,380 | $328.0K | 0.00% | +34,380 | New |
| Nuveen Asset Management, LLC | 35,585 | $339.0K | 0.00% | +35,585 | New |
| Occudo Quantitative Strategies LP | 42,059 | $400.0K | 0.06% | +42,059 | New |
| IndexIQ Advisors LLC | 43,269 | $412.0K | 0.01% | +43,269 | New |
| LPL Financial LLC | 43,446 | $414.0K | 0.00% | +43,446 | New |
| Bank of New York Mellon Corp | 43,565 | $415.0K | 0.00% | +43,565 | New |
| Royal Bank of Canada | 48,547 | $462.0K | 0.00% | +48,547 | New |
| Two Sigma Investments, LP | 55,156 | $525.0K | 0.00% | +55,156 | New |
| Susquehanna International Group, LLP | 60,131 | $572.0K | 0.00% | +60,131 | New |
| Renaissance Technologies LLC | 60,200 | $573.0K | 0.00% | +60,200 | New |
| Deutsche Bank AG | 60,313 | $574.0K | 0.00% | +60,313 | New |
| Windsor Creek Advisors, LLC | 106,670 | $1.01M | 0.38% | +106,670 | New |
| Clearbridge Investments, LLC | 123,319 | $1.17M | 0.00% | +123,319 | New |
| Putnam Investments LLC | 131,600 | $1.25M | 0.00% | +131,600 | New |
| Northern Trust Corp | 175,718 | $1.67M | 0.00% | +175,718 | New |
| State Street Corp | 227,458 | $2.17M | 0.00% | +227,458 | New |
| Invesco Ltd. | 228,134 | $2.17M | 0.00% | +228,134 | New |
| Geode Capital Management, LLC | 241,794 | $2.30M | 0.00% | +241,794 | New |
| Morgan Stanley | 260,675 | $2.48M | 0.00% | +260,675 | New |
| Bank of America Corp | 318,838 | $3.04M | 0.00% | +318,838 | New |
| Wells Fargo & Company | 371,443 | $3.54M | 0.00% | +371,443 | New |
| Ghisallo Capital Management LLC | 400,000 | $3.81M | 0.15% | +400,000 | New |
| AWH Capital, L.P. | 500,000 | $4.76M | 4.34% | +500,000 | New |
| Moore Capital Management, LP | 505,000 | $4.81M | 0.09% | +505,000 | New |
| Federated Hermes, Inc. | 659,971 | $6.28M | 0.01% | +659,971 | New |
| Citadel Advisors LLC | 718,267 | $6.84M | 0.01% | +718,267 | New |
| BlackRock Inc. | 743,609 | $7.08M | 0.00% | +743,609 | New |
| Kennedy Capital Management, Inc. | 744,605 | $7.09M | 0.15% | +744,605 | New |
| R.P. Boggs & Co. | 794,760 | $7.57M | 4.76% | +794,760 | New |
| Schroder Investment Management Group | 851,381 | $8.11M | 0.01% | +851,381 | New |
| Zweig-DiMenna Associates LLC | 876,086 | $8.34M | 0.52% | +876,086 | New |
| Portolan Capital Management, LLC | 1,034,377 | $9.85M | 0.71% | +1,034,377 | New |
| Vanguard Group Inc | 1,354,391 | $12.9M | 0.00% | +1,354,391 | New |
| FMR LLC | 1,440,170 | $13.7M | 0.00% | +1,440,170 | New |
| Principal Financial Group Inc | 1,518,204 | $14.5M | 0.01% | +1,518,204 | New |
| Gilder Gagnon Howe & Co LLC | 2,231,567 | $21.2M | 0.10% | +2,231,567 | New |
| Alyeska Investment Group, L.P. | 7,000,000 | $66.6M | 0.77% | +7,000,000 | New |
| Blackstone Group Inc. | 14,171,421 | $134.9M | 0.32% | +14,171,421 | New |
| ECP ControlCo, LLC | 25,738,988 | $245.0M | 24.40% | +25,738,988 | New |
| Platinum Equity Advisors, LLC | 148,600,000 | $1.41B | 36.13% | +148,600,000 | 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 |