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, Q4 2021
Institutional positions in Custom Truck One Source, Inc. as of Dec 31, 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
- 88
- +16 vs. Q3 2021
- Shares held
- 223.7M
- +5.70M (+2.6%) vs. Q3 2021
- Total value
- $602.0M
- −$1.43B (−70.4%) vs. Q3 2021
- New holders
- 25
- 34 more added
- Sold out
- 9
- 21 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ECP ControlCo, LLC | 25,738,988 | $205.9M | 3.30% | 00.0% | Unchanged |
| FMR LLC | 5,793,413 | $46.3M | 0.00% | +1,307,397+29.1% | Added |
| Federated Hermes, Inc. | 5,357,435 | $42.9M | 0.08% | +4,588,235+596.5% | Added |
| Gilder Gagnon Howe & Co LLC | 4,056,096 | $32.4M | 0.18% | +1,570,815+63.2% | Added |
| Hawkeye Capital Management, LLC | 3,500,000 | $28.0M | 11.26% | +3,500,000 | New |
| Alyeska Investment Group, L.P. | 3,435,409 | $27.5M | 0.32% | +37,632+1.1% | Added |
| Vanguard Group Inc | 3,059,354 | $24.5M | 0.00% | +420,618+15.9% | Added |
| BlackRock Inc. | 2,924,548 | $23.4M | 0.00% | +71,556+2.5% | Added |
| Allspring Global Investments Holdings, LLC | 2,461,812 | $19.7M | 0.02% | +2,461,812 | New |
| Clearbridge Investments, LLC | 2,090,898 | $16.7M | 0.01% | −33,769−1.6% | Reduced |
| Blackstone Group Inc. | 1,848,446 | $14.8M | 0.04% | −12,322,975−87.0% | Reduced |
| Schroder Investment Management Group | 1,445,874 | $11.6M | 0.02% | +415,172+40.3% | Added |
| Portolan Capital Management, LLC | 1,423,966 | $11.4M | 0.77% | +477,471+50.4% | Added |
| Zweig-DiMenna Associates LLC | 1,198,586 | $9.59M | 0.77% | +255,000+27.0% | Added |
| ArrowMark Colorado Holdings LLC | 975,000 | $7.80M | 0.06% | +975,000 | New |
| Citadel Advisors LLC | 929,898 | $7.44M | 0.01% | +799,210+611.5% | Added |
| R.P. Boggs & Co. | 812,539 | $6.50M | 3.95% | +6,000+0.7% | Added |
| Geode Capital Management, LLC | 787,019 | $6.30M | 0.00% | +74,455+10.4% | Added |
| State Street Corp | 714,572 | $5.72M | 0.00% | +181,277+34.0% | Added |
| ExodusPoint Capital Management, LP | 672,433 | $5.38M | 0.07% | +672,433 | New |
| Putnam Investments LLC | 522,800 | $4.18M | 0.01% | +522,800 | New |
| Bank of America Corp | 510,932 | $4.09M | 0.00% | +160,529+45.8% | Added |
| AWH Capital, L.P. | 500,000 | $4.00M | 3.70% | 00.0% | Unchanged |
| Northern Trust Corp | 423,256 | $3.39M | 0.00% | +7,880+1.9% | Added |
| Kennedy Capital Management, Inc. | 405,331 | $3.24M | 0.07% | −203,045−33.4% | Reduced |
| Brookfield Asset Management Inc. | 401,225 | $3.21M | 0.01% | +401,225 | New |
| Charles Schwab Investment Management Inc | 343,927 | $2.75M | 0.00% | +4,640+1.4% | Added |
| Nuveen Asset Management, LLC | 243,860 | $1.95M | 0.00% | −55,983−18.7% | Reduced |
| 1492 Capital Management LLC | 211,004 | $1.69M | 0.84% | +211,004 | New |
| Vahanian & Associates Financial Planning Inc. | 181,462 | $1.45M | 1.17% | +181,462 | New |
| First Trust Advisors LP | 172,398 | $1.38M | 0.00% | +172,398 | New |
| Beacon Pointe Advisors, LLC | 165,000 | $1.32M | 0.03% | +22,000+15.4% | Added |
| Platinum Equity Advisors, LLC | 148,600,000 | $1.19M | 41.09% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 137,570 | $1.10M | 0.00% | +19,297+16.3% | Added |
| Morgan Stanley | 132,543 | $1.06M | 0.00% | −290,913−68.7% | Reduced |
| Bedel Financial Consulting, Inc. | 106,552 | $852.0K | 0.26% | +41,104+62.8% | Added |
| Advisory Research Inc | 102,001 | $816.0K | 0.06% | −17,406−14.6% | Reduced |
| Islet Management, LP | 85,758 | $686.0K | 0.04% | +85,758 | New |
| Wells Fargo & Company | 83,746 | $670.0K | 0.00% | −572,729−87.2% | Reduced |
| Tudor Investment Corp Et Al | 79,763 | $638.0K | 0.01% | −28,548−26.4% | Reduced |
| Royal Bank of Canada | 77,177 | $618.0K | 0.00% | +3,851+5.3% | Added |
| Cubist Systematic Strategies, LLC | 60,268 | $482.0K | 0.00% | +48,629+417.8% | Added |
| Wesbanco Bank Inc | 55,575 | $445.0K | 0.02% | +55,575 | New |
| Black Diamond Financial, LLC | 51,959 | $416.0K | 0.14% | +31,159+149.8% | Added |
| Two Sigma Advisers, LP | 51,700 | $414.0K | 0.00% | −41,600−44.6% | Reduced |
| Rhumbline Advisers | 50,330 | $403.0K | 0.00% | +7,020+16.2% | Added |
| Deutsche Bank AG | 46,290 | $371.0K | 0.00% | +1,336+3.0% | Added |
| IndexIQ Advisors LLC | 45,166 | $361.0K | 0.01% | −2,919−6.1% | Reduced |
| LPL Financial LLC | 44,868 | $359.0K | 0.00% | −882−1.9% | Reduced |
| Goldman Sachs Group Inc | 37,605 | $301.0K | 0.00% | +8,080+27.4% | Added |
| Invesco Ltd. | 36,789 | $295.0K | 0.00% | −196,716−84.2% | Reduced |
| Occudo Quantitative Strategies LP | 32,149 | $257.0K | 0.02% | −8,351−20.6% | Reduced |
| Squarepoint Ops LLC | 31,003 | $248.0K | 0.00% | +31,003 | New |
| JPMorgan Chase & Co | 30,443 | $244.0K | 0.00% | +13,396+78.6% | Added |
| Summit Global Investments | 28,300 | $226.0K | 0.01% | +28,300 | New |
| M&T Bank Corp | 27,038 | $216.0K | 0.00% | +316+1.2% | Added |
| Millennium Management LLC | 26,224 | $210.0K | 0.00% | +26,224 | New |
| SEI Investments Co | 25,590 | $206.0K | 0.00% | +7,700+43.0% | Added |
| California State Teachers Retirement System | 25,162 | $201.0K | 0.00% | +190+0.8% | Added |
| Laurion Capital Management LP | 25,031 | $200.0K | 0.00% | +25,031 | New |
| American International Group, Inc. | 24,560 | $196.0K | 0.00% | −735−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 23,772 | $190.0K | 0.00% | +407+1.7% | Added |
| New York State Common Retirement Fund | 22,682 | $181.0K | 0.00% | +303+1.4% | Added |
| Jane Street Group, LLC | 22,686 | $181.0K | 0.00% | +22,686 | New |
| Prospera Financial Services Inc | 20,000 | $160.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 19,000 | $152.0K | 0.00% | −62,900−76.8% | Reduced |
| Handelsbanken Fonder AB | 18,200 | $146.0K | 0.00% | +18,200 | New |
| Voya Investment Management LLC | 17,502 | $140.0K | 0.00% | +1,409+8.8% | Added |
| AQR Capital Management LLC | 15,738 | $126.0K | 0.00% | −24,496−60.9% | Reduced |
| Citigroup Inc | 14,471 | $116.0K | 0.00% | −47,643−76.7% | Reduced |
| Old Mission Capital LLC | 11,237 | $90.0K | 0.00% | +11,237 | New |
| Metropolitan Life Insurance Co | 10,262 | $82.1K | 0.00% | −2,215−17.8% | Reduced |
| ProShare Advisors LLC | 10,096 | $80.0K | 0.00% | +10,096 | New |
| MetLife Investment Management | 5,816 | $46.5K | 0.00% | −10,676−64.7% | Reduced |
| Legal & General Group Plc | 4,065 | $32.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,549 | $28.0K | 0.00% | −1,476−29.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,543 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,569 | $13.0K | 0.00% | +267+20.5% | Added |
| Advisor Group Holdings, Inc. | 1,167 | $9.00K | 0.00% | +1,113+2,061.1% | Added |
| Quantbot Technologies LP | 924 | $7.00K | 0.00% | +924 | New |
| National Bank of Canada | 768 | $6.00K | 0.00% | +768 | New |
| Cornerstone Advisory, LLC | 1,417 | $4.00K | 0.00% | −9,583−87.1% | Reduced |
| STRS Ohio | 600 | $4.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 252 | $2.00K | 0.00% | +252 | New |
| Simplex Trading, LLC | 200 | $1.00K | 0.00% | +200 | New |
| Wolff Wiese Magana LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 7 | $0 | 0.00% | +7 | New |
| Covestor Ltd | 61 | $0 | 0.00% | +61 | New |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −190,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −73,557−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −38,622−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −24,067−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −11,707−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,621−100.0% | Sold out |
| Gendell Jeffrey L | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −3,278−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |