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, Q1 2022
Institutional positions in Custom Truck One Source, Inc. as of Mar 31, 2022. 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
- 83
- −5 vs. Q4 2021
- Shares held
- 227.9M
- +4.24M (+1.9%) vs. Q4 2021
- Total value
- $665.2M
- +$63.2M (+10.5%) vs. Q4 2021
- New holders
- 12
- 35 more added
- Sold out
- 17
- 29 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ECP ControlCo, LLC | 25,859,767 | $217.0M | 36.90% | +120,779+0.5% | Added |
| FMR LLC | 8,545,529 | $71.7M | 0.01% | +2,752,116+47.5% | Added |
| Federated Hermes, Inc. | 5,197,435 | $43.6M | 0.10% | −160,000−3.0% | Reduced |
| Gilder Gagnon Howe & Co LLC | 3,984,739 | $33.4M | 0.31% | −71,357−1.8% | Reduced |
| Alyeska Investment Group, L.P. | 3,505,820 | $29.4M | 0.32% | +70,411+2.0% | Added |
| Hawkeye Capital Management, LLC | 3,500,000 | $29.4M | 11.58% | 00.0% | Unchanged |
| BlackRock Inc. | 3,337,485 | $28.0M | 0.00% | +412,937+14.1% | Added |
| Vanguard Group Inc | 2,866,359 | $24.0M | 0.00% | −192,995−6.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,502,440 | $21.0M | 0.03% | +40,628+1.7% | Added |
| Clearbridge Investments, LLC | 2,063,838 | $17.3M | 0.01% | −27,060−1.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,977,618 | $16.6M | 0.02% | +1,977,618 | New |
| Schroder Investment Management Group | 1,417,566 | $12.4M | 0.02% | −28,308−2.0% | Reduced |
| Portolan Capital Management, LLC | 1,448,509 | $12.2M | 0.97% | +24,543+1.7% | Added |
| ArrowMark Colorado Holdings LLC | 1,132,000 | $9.50M | 0.08% | +157,000+16.1% | Added |
| AWH Capital, L.P. | 1,000,000 | $8.39M | 4.33% | +500,000+100.0% | Added |
| Geode Capital Management, LLC | 933,866 | $7.83M | 0.00% | +146,847+18.7% | Added |
| Canvas Wealth Advisors, LLC | 1,175,597 | $7.61M | 2.77% | +1,175,597 | New |
| Citadel Advisors LLC | 811,944 | $6.81M | 0.01% | −117,954−12.7% | Reduced |
| R.P. Boggs & Co. | 788,693 | $6.62M | 4.38% | −23,846−2.9% | Reduced |
| State Street Corp | 765,754 | $6.42M | 0.00% | +51,182+7.2% | Added |
| Zweig-DiMenna Associates LLC | 740,265 | $6.21M | 0.94% | −458,321−38.2% | Reduced |
| Putnam Investments LLC | 684,441 | $5.74M | 0.01% | +161,641+30.9% | Added |
| ExodusPoint Capital Management, LP | 654,456 | $5.49M | 0.08% | −17,977−2.7% | Reduced |
| Bank of America Corp | 621,542 | $5.21M | 0.00% | +110,610+21.6% | Added |
| Northern Trust Corp | 487,468 | $4.09M | 0.00% | +64,212+15.2% | Added |
| Kennedy Capital Management, Inc. | 455,183 | $3.82M | 0.09% | +49,852+12.3% | Added |
| Charles Schwab Investment Management Inc | 380,767 | $3.19M | 0.00% | +36,840+10.7% | Added |
| Nuveen Asset Management, LLC | 320,604 | $2.69M | 0.00% | +76,744+31.5% | Added |
| Beacon Pointe Advisors, LLC | 210,872 | $1.77M | 0.02% | +45,872+27.8% | Added |
| Invesco Ltd. | 200,931 | $1.69M | 0.00% | +164,142+446.2% | Added |
| Advisory Research Inc | 182,727 | $1.53M | 0.12% | +80,726+79.1% | Added |
| Bank of New York Mellon Corp | 179,017 | $1.50M | 0.00% | +41,447+30.1% | Added |
| Platinum Equity Advisors, LLC | 148,600,000 | $1.25M | 49.56% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 129,058 | $1.08M | 0.58% | −81,946−38.8% | Reduced |
| Intrinsic Edge Capital Management LLC | 100,000 | $839.0K | 0.07% | +100,000 | New |
| Vahanian & Associates Financial Planning Inc. | 98,087 | $823.0K | 1.90% | −83,375−45.9% | Reduced |
| Wells Fargo & Company | 78,114 | $656.0K | 0.00% | −5,632−6.7% | Reduced |
| Morgan Stanley | 72,355 | $607.0K | 0.00% | −60,188−45.4% | Reduced |
| Royal Bank of Canada | 67,885 | $569.0K | 0.00% | −9,292−12.0% | Reduced |
| Rhumbline Advisers | 59,324 | $498.0K | 0.00% | +8,994+17.9% | Added |
| Wesbanco Bank Inc | 55,575 | $466.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 51,596 | $433.0K | 0.00% | +51,596 | New |
| First Trust Advisors LP | 50,305 | $422.0K | 0.00% | −122,093−70.8% | Reduced |
| Deutsche Bank AG | 50,033 | $420.0K | 0.00% | +3,743+8.1% | Added |
| Two Sigma Advisers, LP | 47,800 | $401.0K | 0.00% | −3,900−7.5% | Reduced |
| Graypoint LLC | 45,525 | $382.0K | 0.04% | +45,525 | New |
| Goldman Sachs Group Inc | 45,324 | $380.0K | 0.00% | +7,719+20.5% | Added |
| JPMorgan Chase & Co | 41,506 | $349.0K | 0.00% | +11,063+36.3% | Added |
| New York State Common Retirement Fund | 36,916 | $310.0K | 0.00% | +14,234+62.8% | Added |
| Occudo Quantitative Strategies LP | 30,181 | $253.0K | 0.02% | −1,968−6.1% | Reduced |
| MetLife Investment Management | 29,628 | $248.6K | 0.00% | +23,812+409.4% | Added |
| American International Group, Inc. | 29,085 | $244.0K | 0.00% | +4,525+18.4% | Added |
| SEI Investments Co | 26,024 | $220.0K | 0.00% | +434+1.7% | Added |
| California State Teachers Retirement System | 25,171 | $211.0K | 0.00% | +90.0% | Added |
| Schonfeld Strategic Advisors LLC | 22,500 | $188.0K | 0.00% | +22,500 | New |
| Manufacturers Life Insurance Company, The | 21,654 | $181.7K | 0.00% | −2,118−8.9% | Reduced |
| Black Diamond Financial, LLC | 21,600 | $181.0K | 0.06% | −30,359−58.4% | Reduced |
| Terry L. Blaker | 20,000 | $168.0K | 0.01% | +20,000 | New |
| Handelsbanken Fonder AB | 18,200 | $153.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 18,089 | $152.0K | 0.00% | −42,179−70.0% | Reduced |
| Two Sigma Investments, LP | 15,200 | $128.0K | 0.00% | −3,800−20.0% | Reduced |
| Alliancebernstein L.P. | 12,800 | $107.0K | 0.00% | +12,800 | New |
| AQR Capital Management LLC | 12,128 | $102.0K | 0.00% | −3,610−22.9% | Reduced |
| Jane Street Group, LLC | 11,657 | $98.0K | 0.00% | −11,029−48.6% | Reduced |
| ProShare Advisors LLC | 10,985 | $92.0K | 0.00% | +889+8.8% | Added |
| Barclays PLC | 9,512 | $80.0K | 0.00% | +9,512 | New |
| Amalgamated Bank | 6,217 | $52.0K | 0.00% | +6,217 | New |
| Amalgamated Financial Corp. | 6,217 | $52.0K | 0.00% | +6,217 | New |
| Legal & General Group Plc | 5,010 | $42.0K | 0.00% | +945+23.2% | Added |
| Ameritas Investment Partners, Inc. | 4,543 | $38.0K | 0.00% | +1,000+28.2% | Added |
| Metropolitan Life Insurance Co | 3,723 | $31.2K | 0.00% | −6,539−63.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,666 | $31.0K | 0.00% | +2,499+214.1% | Added |
| Citigroup Inc | 3,188 | $27.0K | 0.00% | −11,283−78.0% | Reduced |
| Penserra Capital Management LLC | 3,062 | $25.0K | 0.00% | −487−13.7% | Reduced |
| UBS Group AG | 2,060 | $17.0K | 0.00% | +1,808+717.5% | Added |
| Tower Research Capital LLC (TRC) | 1,050 | $9.00K | 0.00% | −519−33.1% | Reduced |
| National Bank of Canada | 768 | $6.00K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 600 | $5.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 585 | $4.00K | 0.00% | +385+192.5% | Added |
| Prospera Financial Services Inc | 100 | $1.00K | 0.00% | −19,900−99.5% | Reduced |
| Global Retirement Partners, LLC | 249 | $1.00K | 0.00% | +249 | New |
| Wolff Wiese Magana LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 48 | $0 | 0.00% | −13−21.3% | Reduced |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −1,848,446−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −401,225−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −106,552−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −85,758−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −79,763−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −45,166−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −44,868−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −31,003−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −28,300−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −27,038−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −26,224−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −25,031−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −17,502−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −11,237−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −1,417−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −7−100.0% | Sold out |