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, 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
- $1.79B
- −$244.3M (−12.0%) 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 | $2.63B |
| 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, 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 |
|---|---|---|---|---|---|
| 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 |
| Simplex Trading, LLC | 200 | $1.00K | 0.00% | +200 | New |
| UBS Group AG | 252 | $2.00K | 0.00% | +252 | 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 |
| National Bank of Canada | 768 | $6.00K | 0.00% | +768 | New |
| Quantbot Technologies LP | 924 | $7.00K | 0.00% | +924 | New |
| Advisor Group Holdings, Inc. | 1,167 | $9.00K | 0.00% | +1,113+2,061.1% | Added |
| Tower Research Capital LLC (TRC) | 1,569 | $13.0K | 0.00% | +267+20.5% | Added |
| 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 |
| Legal & General Group Plc | 4,065 | $32.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,816 | $46.5K | 0.00% | −10,676−64.7% | Reduced |
| ProShare Advisors LLC | 10,096 | $80.0K | 0.00% | +10,096 | New |
| Metropolitan Life Insurance Co | 10,262 | $82.1K | 0.00% | −2,215−17.8% | Reduced |
| Old Mission Capital LLC | 11,237 | $90.0K | 0.00% | +11,237 | New |
| Citigroup Inc | 14,471 | $116.0K | 0.00% | −47,643−76.7% | Reduced |
| AQR Capital Management LLC | 15,738 | $126.0K | 0.00% | −24,496−60.9% | Reduced |
| Voya Investment Management LLC | 17,502 | $140.0K | 0.00% | +1,409+8.8% | Added |
| Handelsbanken Fonder AB | 18,200 | $146.0K | 0.00% | +18,200 | New |
| Two Sigma Investments, LP | 19,000 | $152.0K | 0.00% | −62,900−76.8% | Reduced |
| Prospera Financial Services Inc | 20,000 | $160.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Manufacturers Life Insurance Company, The | 23,772 | $190.0K | 0.00% | +407+1.7% | Added |
| American International Group, Inc. | 24,560 | $196.0K | 0.00% | −735−2.9% | Reduced |
| Laurion Capital Management LP | 25,031 | $200.0K | 0.00% | +25,031 | New |
| California State Teachers Retirement System | 25,162 | $201.0K | 0.00% | +190+0.8% | Added |
| SEI Investments Co | 25,590 | $206.0K | 0.00% | +7,700+43.0% | Added |
| Millennium Management LLC | 26,224 | $210.0K | 0.00% | +26,224 | New |
| M&T Bank Corp | 27,038 | $216.0K | 0.00% | +316+1.2% | Added |
| Summit Global Investments | 28,300 | $226.0K | 0.01% | +28,300 | New |
| JPMorgan Chase & Co | 30,443 | $244.0K | 0.00% | +13,396+78.6% | Added |
| Squarepoint Ops LLC | 31,003 | $248.0K | 0.00% | +31,003 | New |
| Occudo Quantitative Strategies LP | 32,149 | $257.0K | 0.02% | −8,351−20.6% | Reduced |
| Invesco Ltd. | 36,789 | $295.0K | 0.00% | −196,716−84.2% | Reduced |
| Goldman Sachs Group Inc | 37,605 | $301.0K | 0.00% | +8,080+27.4% | Added |
| LPL Financial LLC | 44,868 | $359.0K | 0.00% | −882−1.9% | Reduced |
| IndexIQ Advisors LLC | 45,166 | $361.0K | 0.01% | −2,919−6.1% | Reduced |
| Deutsche Bank AG | 46,290 | $371.0K | 0.00% | +1,336+3.0% | Added |
| Rhumbline Advisers | 50,330 | $403.0K | 0.00% | +7,020+16.2% | Added |
| Two Sigma Advisers, LP | 51,700 | $414.0K | 0.00% | −41,600−44.6% | Reduced |
| Black Diamond Financial, LLC | 51,959 | $416.0K | 0.14% | +31,159+149.8% | Added |
| Wesbanco Bank Inc | 55,575 | $445.0K | 0.02% | +55,575 | New |
| Cubist Systematic Strategies, LLC | 60,268 | $482.0K | 0.00% | +48,629+417.8% | Added |
| Royal Bank of Canada | 77,177 | $618.0K | 0.00% | +3,851+5.3% | Added |
| Tudor Investment Corp Et Al | 79,763 | $638.0K | 0.01% | −28,548−26.4% | Reduced |
| Wells Fargo & Company | 83,746 | $670.0K | 0.00% | −572,729−87.2% | Reduced |
| Islet Management, LP | 85,758 | $686.0K | 0.04% | +85,758 | New |
| Advisory Research Inc | 102,001 | $816.0K | 0.06% | −17,406−14.6% | Reduced |
| Bedel Financial Consulting, Inc. | 106,552 | $852.0K | 0.26% | +41,104+62.8% | Added |
| Morgan Stanley | 132,543 | $1.06M | 0.00% | −290,913−68.7% | Reduced |
| Bank of New York Mellon Corp | 137,570 | $1.10M | 0.00% | +19,297+16.3% | Added |
| Beacon Pointe Advisors, LLC | 165,000 | $1.32M | 0.03% | +22,000+15.4% | Added |
| First Trust Advisors LP | 172,398 | $1.38M | 0.00% | +172,398 | New |
| Vahanian & Associates Financial Planning Inc. | 181,462 | $1.45M | 1.17% | +181,462 | New |
| 1492 Capital Management LLC | 211,004 | $1.69M | 0.84% | +211,004 | New |
| Nuveen Asset Management, LLC | 243,860 | $1.95M | 0.00% | −55,983−18.7% | Reduced |
| Charles Schwab Investment Management Inc | 343,927 | $2.75M | 0.00% | +4,640+1.4% | Added |
| Brookfield Asset Management Inc. | 401,225 | $3.21M | 0.01% | +401,225 | New |
| Kennedy Capital Management, Inc. | 405,331 | $3.24M | 0.07% | −203,045−33.4% | Reduced |
| Northern Trust Corp | 423,256 | $3.39M | 0.00% | +7,880+1.9% | Added |
| AWH Capital, L.P. | 500,000 | $4.00M | 3.70% | 00.0% | Unchanged |
| Bank of America Corp | 510,932 | $4.09M | 0.00% | +160,529+45.8% | Added |
| Putnam Investments LLC | 522,800 | $4.18M | 0.01% | +522,800 | New |
| ExodusPoint Capital Management, LP | 672,433 | $5.38M | 0.07% | +672,433 | New |
| State Street Corp | 714,572 | $5.72M | 0.00% | +181,277+34.0% | Added |
| Geode Capital Management, LLC | 787,019 | $6.30M | 0.00% | +74,455+10.4% | Added |
| R.P. Boggs & Co. | 812,539 | $6.50M | 3.95% | +6,000+0.7% | Added |
| Citadel Advisors LLC | 929,898 | $7.44M | 0.01% | +799,210+611.5% | Added |
| ArrowMark Colorado Holdings LLC | 975,000 | $7.80M | 0.06% | +975,000 | New |
| Zweig-DiMenna Associates LLC | 1,198,586 | $9.59M | 0.77% | +255,000+27.0% | Added |
| Portolan Capital Management, LLC | 1,423,966 | $11.4M | 0.77% | +477,471+50.4% | Added |
| Schroder Investment Management Group | 1,445,874 | $11.6M | 0.02% | +415,172+40.3% | Added |
| Blackstone Group Inc. | 1,848,446 | $14.8M | 0.04% | −12,322,975−87.0% | Reduced |
| Clearbridge Investments, LLC | 2,090,898 | $16.7M | 0.01% | −33,769−1.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,461,812 | $19.7M | 0.02% | +2,461,812 | New |
| BlackRock Inc. | 2,924,548 | $23.4M | 0.00% | +71,556+2.5% | Added |
| Vanguard Group Inc | 3,059,354 | $24.5M | 0.00% | +420,618+15.9% | Added |
| Alyeska Investment Group, L.P. | 3,435,409 | $27.5M | 0.32% | +37,632+1.1% | Added |
| Hawkeye Capital Management, LLC | 3,500,000 | $28.0M | 11.26% | +3,500,000 | New |
| Gilder Gagnon Howe & Co LLC | 4,056,096 | $32.4M | 0.18% | +1,570,815+63.2% | Added |
| Federated Hermes, Inc. | 5,357,435 | $42.9M | 0.08% | +4,588,235+596.5% | Added |
| FMR LLC | 5,793,413 | $46.3M | 0.00% | +1,307,397+29.1% | Added |
| ECP ControlCo, LLC | 25,738,988 | $205.9M | 34.15% | 00.0% | Unchanged |
| Platinum Equity Advisors, LLC | 148,600,000 | $1.19B | 41.09% | 00.0% | Unchanged |
| 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 |