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, Q3 2021
Institutional positions in Custom Truck One Source, Inc. as of Sep 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
- 72
- +1 vs. Q2 2021
- Shares held
- 218.0M
- +5.05M (+2.4%) vs. Q2 2021
- Total value
- $2.03B
- +$6.72M (+0.3%) vs. Q2 2021
- New holders
- 12
- 37 more added
- Sold out
- 11
- 13 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC | 148,600,000 | $1.39B | 39.10% | 00.0% | Unchanged |
| ECP ControlCo, LLC | 25,738,988 | $240.1M | 24.06% | 00.0% | Unchanged |
| Blackstone Group Inc. | 14,171,421 | $132.2M | 0.29% | 00.0% | Unchanged |
| FMR LLC | 4,486,016 | $41.9M | 0.00% | +3,045,846+211.5% | Added |
| Alyeska Investment Group, L.P. | 3,397,777 | $31.7M | 0.39% | −3,602,223−51.5% | Reduced |
| BlackRock Inc. | 2,852,992 | $26.6M | 0.00% | +2,109,383+283.7% | Added |
| Vanguard Group Inc | 2,638,736 | $24.6M | 0.00% | +1,284,345+94.8% | Added |
| Gilder Gagnon Howe & Co LLC | 2,485,281 | $23.2M | 0.12% | +253,714+11.4% | Added |
| Clearbridge Investments, LLC | 2,124,667 | $19.8M | 0.01% | +2,001,348+1,622.9% | Added |
| Schroder Investment Management Group | 1,030,702 | $9.62M | 0.01% | +179,321+21.1% | Added |
| Portolan Capital Management, LLC | 946,495 | $8.83M | 0.64% | −87,882−8.5% | Reduced |
| Zweig-DiMenna Associates LLC | 943,586 | $8.80M | 0.62% | +67,500+7.7% | Added |
| R.P. Boggs & Co. | 806,539 | $7.53M | 4.74% | +11,779+1.5% | Added |
| Federated Hermes, Inc. | 769,200 | $7.18M | 0.01% | +109,229+16.6% | Added |
| Geode Capital Management, LLC | 712,564 | $6.65M | 0.00% | +470,770+194.7% | Added |
| Wells Fargo & Company | 656,475 | $6.12M | 0.00% | +285,032+76.7% | Added |
| Kennedy Capital Management, Inc. | 608,376 | $5.68M | 0.13% | −136,229−18.3% | Reduced |
| State Street Corp | 533,295 | $4.98M | 0.00% | +305,837+134.5% | Added |
| AWH Capital, L.P. | 500,000 | $4.67M | 4.89% | 00.0% | Unchanged |
| Morgan Stanley | 423,456 | $3.95M | 0.00% | +162,781+62.4% | Added |
| Northern Trust Corp | 415,376 | $3.88M | 0.00% | +239,658+136.4% | Added |
| Bank of America Corp | 350,403 | $3.27M | 0.00% | +31,565+9.9% | Added |
| Charles Schwab Investment Management Inc | 339,287 | $3.17M | 0.00% | +304,907+886.9% | Added |
| Nuveen Asset Management, LLC | 299,843 | $2.80M | 0.00% | +264,258+742.6% | Added |
| Invesco Ltd. | 233,505 | $2.18M | 0.00% | +5,371+2.4% | Added |
| Moore Capital Management, LP | 190,000 | $1.77M | 0.04% | −315,000−62.4% | Reduced |
| Beacon Pointe Advisors, LLC | 143,000 | $1.33M | 0.03% | +143,000 | New |
| Citadel Advisors LLC | 130,688 | $1.22M | 0.00% | −587,579−81.8% | Reduced |
| Advisory Research Inc | 119,407 | $1.11M | 0.07% | +119,407 | New |
| Bank of New York Mellon Corp | 118,273 | $1.10M | 0.00% | +74,708+171.5% | Added |
| Tudor Investment Corp Et Al | 108,311 | $1.01M | 0.02% | +108,311 | New |
| Two Sigma Advisers, LP | 93,300 | $870.0K | 0.00% | +66,800+252.1% | Added |
| Two Sigma Investments, LP | 81,900 | $764.0K | 0.00% | +26,744+48.5% | Added |
| Gsa Capital Partners LLP | 73,557 | $686.0K | 0.07% | +73,557 | New |
| Royal Bank of Canada | 73,326 | $684.0K | 0.00% | +24,779+51.0% | Added |
| Bedel Financial Consulting, Inc. | 65,448 | $611.0K | 0.21% | +44,640+214.5% | Added |
| Citigroup Inc | 62,114 | $580.0K | 0.00% | +61,496+9,950.8% | Added |
| IndexIQ Advisors LLC | 48,085 | $449.0K | 0.01% | +4,816+11.1% | Added |
| LPL Financial LLC | 45,750 | $427.0K | 0.00% | +2,304+5.3% | Added |
| Deutsche Bank AG | 44,954 | $419.0K | 0.00% | −15,359−25.5% | Reduced |
| Rhumbline Advisers | 43,310 | $404.0K | 0.00% | +31,165+256.6% | Added |
| Occudo Quantitative Strategies LP | 40,500 | $378.0K | 0.05% | −1,559−3.7% | Reduced |
| AQR Capital Management LLC | 40,234 | $375.0K | 0.00% | +20,815+107.2% | Added |
| Susquehanna International Group, LLP | 38,622 | $360.0K | 0.00% | −21,509−35.8% | Reduced |
| Goldman Sachs Group Inc | 29,525 | $276.0K | 0.00% | +17,374+143.0% | Added |
| M&T Bank Corp | 26,722 | $250.0K | 0.00% | +282+1.1% | Added |
| American International Group, Inc. | 25,295 | $236.0K | 0.00% | +18,004+246.9% | Added |
| California State Teachers Retirement System | 24,972 | $233.0K | 0.00% | +6,941+38.5% | Added |
| SG Americas Securities, LLC | 24,067 | $225.0K | 0.00% | +24,067 | New |
| Manufacturers Life Insurance Company, The | 23,365 | $218.0K | 0.00% | +23,365 | New |
| New York State Common Retirement Fund | 22,379 | $209.0K | 0.00% | +16,681+292.8% | Added |
| Black Diamond Financial, LLC | 20,800 | $194.0K | 0.09% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 20,000 | $187.0K | 0.01% | +20,000 | New |
| SEI Investments Co | 17,890 | $170.0K | 0.00% | +3,733+26.4% | Added |
| JPMorgan Chase & Co | 17,047 | $159.0K | 0.00% | +12,030+239.8% | Added |
| MetLife Investment Management | 16,492 | $153.9K | 0.00% | +16,492 | New |
| Voya Investment Management LLC | 16,093 | $150.0K | 0.00% | +16,093 | New |
| Metropolitan Life Insurance Co | 12,477 | $116.4K | 0.00% | +12,477 | New |
| Cubist Systematic Strategies, LLC | 11,639 | $109.0K | 0.00% | −7,777−40.1% | Reduced |
| PEAK6 Investments LLC | 11,707 | $109.0K | 0.00% | +11,707 | New |
| Wolverine Trading, LLC | 11,621 | $107.0K | 0.00% | +11,621 | New |
| Gendell Jeffrey L | 10,000 | $93.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 5,025 | $46.0K | 0.00% | −5,909−54.0% | Reduced |
| Legal & General Group Plc | 4,065 | $38.0K | 0.00% | +2,936+260.1% | Added |
| Ameritas Investment Partners, Inc. | 3,543 | $33.0K | 0.00% | +2,372+202.6% | Added |
| Global Retirement Partners, LLC | 3,278 | $31.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 11,000 | $24.0K | 0.00% | −10,000−47.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,302 | $12.0K | 0.00% | −8,727−87.0% | Reduced |
| STRS Ohio | 600 | $5.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 54 | $1.00K | 0.00% | −1,621−96.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 99 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −1,518,204−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −131,600−100.0% | Sold out |
| Windsor Creek Advisors, LLC | 0 | $0 | 0.00% | −106,670−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −60,200−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −27,361−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −26,900−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −21,513−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −5,060−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −759−100.0% | Sold out |