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Livermore
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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, 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.

Institutional holdersQ3 2021: 72 institutions
Q1 2021: 2 institutionsQ2 2021: 71 institutionsQ3 2021: 72 institutionsQ4 2021: 88 institutionsQ1 2022: 83 institutionsQ2 2022: 89 institutionsQ3 2022: 87 institutionsQ4 2022: 86 institutionsQ1 2023: 101 institutionsQ2 2023: 107 institutionsQ3 2023: 110 institutionsQ4 2023: 115 institutionsQ1 2024: 120 institutionsQ2 2024: 114 institutionsQ3 2024: 122 institutionsQ4 2024: 126 institutionsQ1 2025: 143 institutionsQ2 2025: 131 institutionsQ3 2025: 147 institutionsQ4 2025: 157 institutionsQ1 2026: 175 institutionsQ2 2026: 186 institutions
Value heldQ3 2021: $2.03B
Q1 2021: $718.0KQ2 2021: $2.03BQ3 2021: $2.03BQ4 2021: $1.79BQ1 2022: $1.91BQ2 2022: $1.28BQ3 2022: $1.34BQ4 2022: $1.44BQ1 2023: $1.54BQ2 2023: $1.53BQ3 2023: $1.39BQ4 2023: $1.34BQ1 2024: $1.25BQ2 2024: $957.5MQ3 2024: $759.2MQ4 2024: $1.07BQ1 2025: $899.5MQ2 2025: $1.07BQ3 2025: $1.38BQ4 2025: $1.25BQ1 2026: $1.44BQ2 2026: $2.63B
Institutions holding CTOS and their total value by quarter
QuarterHoldersValue
Q2 2026186$2.63B
Q1 2026175$1.44B
Q4 2025157$1.25B
Q3 2025147$1.38B
Q2 2025131$1.07B
Q1 2025143$899.5M
Q4 2024126$1.07B
Q3 2024122$759.2M
Q2 2024114$957.5M
Q1 2024120$1.25B
Q4 2023115$1.34B
Q3 2023110$1.39B
Q2 2023107$1.53B
Q1 2023101$1.54B
Q4 202286$1.44B
Q3 202287$1.34B
Q2 202289$1.28B
Q1 202283$1.91B
Q4 202188$1.79B
Q3 202172$2.03B
Q2 202171$2.03B
Q1 20212$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.

Institutions holding CTOS in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Wolff Wiese Magana LLC40$00.00%00.0%Unchanged
Advisor Group Holdings, Inc.54$1.00K0.00%−1,621−96.8%Reduced
O'Shaughnessy Asset Management, LLC99$1.00K0.00%00.0%Unchanged
STRS Ohio600$5.00K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,302$12.0K0.00%−8,727−87.0%Reduced
Cornerstone Advisory, LLC11,000$24.0K0.00%−10,000−47.6%Reduced
Global Retirement Partners, LLC3,278$31.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.3,543$33.0K0.00%+2,372+202.6%Added
Legal & General Group Plc4,065$38.0K0.00%+2,936+260.1%Added
Penserra Capital Management LLC5,025$46.0K0.00%−5,909−54.0%Reduced
Gendell Jeffrey L10,000$93.0K0.01%00.0%Unchanged
Wolverine Trading, LLC11,621$107.0K0.00%+11,621New
Cubist Systematic Strategies, LLC11,639$109.0K0.00%−7,777−40.1%Reduced
PEAK6 Investments LLC11,707$109.0K0.00%+11,707New
Metropolitan Life Insurance Co12,477$116.4K0.00%+12,477New
Voya Investment Management LLC16,093$150.0K0.00%+16,093New
MetLife Investment Management16,492$153.9K0.00%+16,492New
JPMorgan Chase & Co17,047$159.0K0.00%+12,030+239.8%Added
SEI Investments Co17,890$170.0K0.00%+3,733+26.4%Added
Prospera Financial Services Inc20,000$187.0K0.01%+20,000New
Black Diamond Financial, LLC20,800$194.0K0.09%00.0%Unchanged
New York State Common Retirement Fund22,379$209.0K0.00%+16,681+292.8%Added
Manufacturers Life Insurance Company, The23,365$218.0K0.00%+23,365New
SG Americas Securities, LLC24,067$225.0K0.00%+24,067New
California State Teachers Retirement System24,972$233.0K0.00%+6,941+38.5%Added
American International Group, Inc.25,295$236.0K0.00%+18,004+246.9%Added
M&T Bank Corp26,722$250.0K0.00%+282+1.1%Added
Goldman Sachs Group Inc29,525$276.0K0.00%+17,374+143.0%Added
Susquehanna International Group, LLP38,622$360.0K0.00%−21,509−35.8%Reduced
AQR Capital Management LLC40,234$375.0K0.00%+20,815+107.2%Added
Occudo Quantitative Strategies LP40,500$378.0K0.05%−1,559−3.7%Reduced
Rhumbline Advisers43,310$404.0K0.00%+31,165+256.6%Added
Deutsche Bank AG44,954$419.0K0.00%−15,359−25.5%Reduced
LPL Financial LLC45,750$427.0K0.00%+2,304+5.3%Added
IndexIQ Advisors LLC48,085$449.0K0.01%+4,816+11.1%Added
Citigroup Inc62,114$580.0K0.00%+61,496+9,950.8%Added
Bedel Financial Consulting, Inc.65,448$611.0K0.21%+44,640+214.5%Added
Royal Bank of Canada73,326$684.0K0.00%+24,779+51.0%Added
Gsa Capital Partners LLP73,557$686.0K0.07%+73,557New
Two Sigma Investments, LP81,900$764.0K0.00%+26,744+48.5%Added
Two Sigma Advisers, LP93,300$870.0K0.00%+66,800+252.1%Added
Tudor Investment Corp Et Al108,311$1.01M0.02%+108,311New
Bank of New York Mellon Corp118,273$1.10M0.00%+74,708+171.5%Added
Advisory Research Inc119,407$1.11M0.07%+119,407New
Citadel Advisors LLC130,688$1.22M0.00%−587,579−81.8%Reduced
Beacon Pointe Advisors, LLC143,000$1.33M0.03%+143,000New
Moore Capital Management, LP190,000$1.77M0.04%−315,000−62.4%Reduced
Invesco Ltd.233,505$2.18M0.00%+5,371+2.4%Added
Nuveen Asset Management, LLC299,843$2.80M0.00%+264,258+742.6%Added
Charles Schwab Investment Management Inc339,287$3.17M0.00%+304,907+886.9%Added
Bank of America Corp350,403$3.27M0.00%+31,565+9.9%Added
Northern Trust Corp415,376$3.88M0.00%+239,658+136.4%Added
Morgan Stanley423,456$3.95M0.00%+162,781+62.4%Added
AWH Capital, L.P.500,000$4.67M4.89%00.0%Unchanged
State Street Corp533,295$4.98M0.00%+305,837+134.5%Added
Kennedy Capital Management, Inc.608,376$5.68M0.13%−136,229−18.3%Reduced
Wells Fargo & Company656,475$6.12M0.00%+285,032+76.7%Added
Geode Capital Management, LLC712,564$6.65M0.00%+470,770+194.7%Added
Federated Hermes, Inc.769,200$7.18M0.01%+109,229+16.6%Added
R.P. Boggs & Co.806,539$7.53M4.74%+11,779+1.5%Added
Zweig-DiMenna Associates LLC943,586$8.80M0.62%+67,500+7.7%Added
Portolan Capital Management, LLC946,495$8.83M0.64%−87,882−8.5%Reduced
Schroder Investment Management Group1,030,702$9.62M0.02%+179,321+21.1%Added
Clearbridge Investments, LLC2,124,667$19.8M0.01%+2,001,348+1,622.9%Added
Gilder Gagnon Howe & Co LLC2,485,281$23.2M0.12%+253,714+11.4%Added
Vanguard Group Inc2,638,736$24.6M0.00%+1,284,345+94.8%Added
BlackRock Inc.2,852,992$26.6M0.00%+2,109,383+283.7%Added
Alyeska Investment Group, L.P.3,397,777$31.7M0.39%−3,602,223−51.5%Reduced
FMR LLC4,486,016$41.9M0.00%+3,045,846+211.5%Added
Blackstone Group Inc.14,171,421$132.2M0.29%00.0%Unchanged
ECP ControlCo, LLC25,738,988$240.1M24.06%00.0%Unchanged
Platinum Equity Advisors, LLC148,600,000$1.39B39.09%00.0%Unchanged
Principal Financial Group Inc0$00.00%−1,518,204−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−400,000−100.0%Sold out
Putnam Investments LLC0$00.00%−131,600−100.0%Sold out
Windsor Creek Advisors, LLC0$00.00%−106,670−100.0%Sold out
Renaissance Technologies LLC0$00.00%−60,200−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−27,361−100.0%Sold out
Jump Financial, LLC0$00.00%−26,900−100.0%Sold out
Ameriprise Financial Inc0$00.00%−21,513−100.0%Sold out
Dorsey Wright & Associates0$00.00%−5,060−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−2,290−100.0%Sold out
UBS Group AG0$00.00%−759−100.0%Sold out