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, 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
- 227.4M
- +3.74M (+1.7%) vs. Q4 2021
- Total value
- $1.91B
- +$116.9M (+6.5%) vs. Q4 2021
- New holders
- 12
- 34 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 | $2.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 48 | $0 | 0.00% | −13−21.3% | Reduced |
| 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 |
| Simplex Trading, LLC | 585 | $4.00K | 0.00% | +385+192.5% | Added |
| STRS Ohio | 600 | $5.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 768 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,050 | $9.00K | 0.00% | −519−33.1% | Reduced |
| UBS Group AG | 2,060 | $17.0K | 0.00% | +1,808+717.5% | Added |
| Penserra Capital Management LLC | 3,062 | $25.0K | 0.00% | −487−13.7% | Reduced |
| Citigroup Inc | 3,188 | $27.0K | 0.00% | −11,283−78.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,666 | $31.0K | 0.00% | +2,499+214.1% | Added |
| Metropolitan Life Insurance Co | 3,723 | $31.2K | 0.00% | −6,539−63.7% | Reduced |
| Ameritas Investment Partners, Inc. | 4,543 | $38.0K | 0.00% | +1,000+28.2% | Added |
| Legal & General Group Plc | 5,010 | $42.0K | 0.00% | +945+23.2% | Added |
| Amalgamated Bank | 6,217 | $52.0K | 0.00% | +6,217 | New |
| Amalgamated Financial Corp. | 6,217 | $52.0K | 0.00% | +6,217 | New |
| Barclays PLC | 9,512 | $80.0K | 0.00% | +9,512 | New |
| ProShare Advisors LLC | 10,985 | $92.0K | 0.00% | +889+8.8% | Added |
| Jane Street Group, LLC | 11,657 | $98.0K | 0.00% | −11,029−48.6% | Reduced |
| AQR Capital Management LLC | 12,128 | $102.0K | 0.00% | −3,610−22.9% | Reduced |
| Alliancebernstein L.P. | 12,800 | $107.0K | 0.00% | +12,800 | New |
| Two Sigma Investments, LP | 15,200 | $128.0K | 0.00% | −3,800−20.0% | Reduced |
| Cubist Systematic Strategies, LLC | 18,089 | $152.0K | 0.00% | −42,179−70.0% | Reduced |
| Handelsbanken Fonder AB | 18,200 | $153.0K | 0.00% | 00.0% | Unchanged |
| Terry L. Blaker | 20,000 | $168.0K | 0.01% | +20,000 | New |
| Black Diamond Financial, LLC | 21,600 | $181.0K | 0.06% | −30,359−58.4% | Reduced |
| Manufacturers Life Insurance Company, The | 21,654 | $181.7K | 0.00% | −2,118−8.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 22,500 | $188.0K | 0.00% | +22,500 | New |
| California State Teachers Retirement System | 25,171 | $211.0K | 0.00% | +90.0% | Added |
| SEI Investments Co | 26,024 | $220.0K | 0.00% | +434+1.7% | Added |
| American International Group, Inc. | 29,085 | $244.0K | 0.00% | +4,525+18.4% | Added |
| MetLife Investment Management | 29,628 | $248.6K | 0.00% | +23,812+409.4% | Added |
| Occudo Quantitative Strategies LP | 30,181 | $253.0K | 0.02% | −1,968−6.1% | Reduced |
| New York State Common Retirement Fund | 36,916 | $310.0K | 0.00% | +14,234+62.8% | Added |
| JPMorgan Chase & Co | 41,506 | $349.0K | 0.00% | +11,063+36.3% | Added |
| Goldman Sachs Group Inc | 45,324 | $380.0K | 0.00% | +7,719+20.5% | Added |
| Graypoint LLC | 45,525 | $382.0K | 0.04% | +45,525 | New |
| Two Sigma Advisers, LP | 47,800 | $401.0K | 0.00% | −3,900−7.5% | Reduced |
| Deutsche Bank AG | 50,033 | $420.0K | 0.00% | +3,743+8.1% | Added |
| First Trust Advisors LP | 50,305 | $422.0K | 0.00% | −122,093−70.8% | Reduced |
| Susquehanna International Group, LLP | 51,596 | $433.0K | 0.00% | +51,596 | New |
| Wesbanco Bank Inc | 55,575 | $466.0K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 59,324 | $498.0K | 0.00% | +8,994+17.9% | Added |
| Royal Bank of Canada | 67,885 | $569.0K | 0.00% | −9,292−12.0% | Reduced |
| Morgan Stanley | 72,355 | $607.0K | 0.00% | −60,188−45.4% | Reduced |
| Wells Fargo & Company | 78,114 | $656.0K | 0.00% | −5,632−6.7% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 98,087 | $823.0K | 1.90% | −83,375−45.9% | Reduced |
| Intrinsic Edge Capital Management LLC | 100,000 | $839.0K | 0.07% | +100,000 | New |
| 1492 Capital Management LLC | 129,058 | $1.08M | 0.58% | −81,946−38.8% | Reduced |
| Bank of New York Mellon Corp | 179,017 | $1.50M | 0.00% | +41,447+30.1% | Added |
| Advisory Research Inc | 182,727 | $1.53M | 0.12% | +80,726+79.1% | Added |
| Invesco Ltd. | 200,931 | $1.69M | 0.00% | +164,142+446.2% | Added |
| Beacon Pointe Advisors, LLC | 210,872 | $1.77M | 0.02% | +45,872+27.8% | Added |
| Nuveen Asset Management, LLC | 320,604 | $2.69M | 0.00% | +76,744+31.5% | Added |
| Charles Schwab Investment Management Inc | 380,767 | $3.19M | 0.00% | +36,840+10.7% | Added |
| Kennedy Capital Management, Inc. | 455,183 | $3.82M | 0.09% | +49,852+12.3% | Added |
| Northern Trust Corp | 487,468 | $4.09M | 0.00% | +64,212+15.2% | Added |
| AWH Capital, L.P. | 500,000 | $4.20M | 4.33% | 00.0% | Unchanged |
| Bank of America Corp | 621,542 | $5.21M | 0.00% | +110,610+21.6% | Added |
| ExodusPoint Capital Management, LP | 654,456 | $5.49M | 0.08% | −17,977−2.7% | Reduced |
| Putnam Investments LLC | 684,441 | $5.74M | 0.01% | +161,641+30.9% | Added |
| Zweig-DiMenna Associates LLC | 740,265 | $6.21M | 0.94% | −458,321−38.2% | Reduced |
| State Street Corp | 765,754 | $6.42M | 0.00% | +51,182+7.2% | Added |
| R.P. Boggs & Co. | 788,693 | $6.62M | 4.38% | −23,846−2.9% | Reduced |
| Citadel Advisors LLC | 811,944 | $6.81M | 0.01% | −117,954−12.7% | Reduced |
| Canvas Wealth Advisors, LLC | 1,175,597 | $7.61M | 2.77% | +1,175,597 | New |
| Geode Capital Management, LLC | 933,866 | $7.83M | 0.00% | +146,847+18.7% | Added |
| ArrowMark Colorado Holdings LLC | 1,132,000 | $9.50M | 0.08% | +157,000+16.1% | Added |
| Portolan Capital Management, LLC | 1,448,509 | $12.2M | 0.97% | +24,543+1.7% | Added |
| Schroder Investment Management Group | 1,417,566 | $12.4M | 0.02% | −28,308−2.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,977,618 | $16.6M | 0.03% | +1,977,618 | New |
| Clearbridge Investments, LLC | 2,063,838 | $17.3M | 0.01% | −27,060−1.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,502,440 | $21.0M | 0.03% | +40,628+1.7% | Added |
| Vanguard Group Inc | 2,866,359 | $24.0M | 0.00% | −192,995−6.3% | Reduced |
| BlackRock Inc. | 3,337,485 | $28.0M | 0.00% | +412,937+14.1% | Added |
| Hawkeye Capital Management, LLC | 3,500,000 | $29.4M | 11.58% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 3,505,820 | $29.4M | 0.32% | +70,411+2.0% | Added |
| Gilder Gagnon Howe & Co LLC | 3,984,739 | $33.4M | 0.31% | −71,357−1.8% | Reduced |
| Federated Hermes, Inc. | 5,197,435 | $43.6M | 0.10% | −160,000−3.0% | Reduced |
| FMR LLC | 8,545,529 | $71.7M | 0.01% | +2,752,116+47.5% | Added |
| ECP ControlCo, LLC | 25,859,767 | $217.0M | 36.90% | +120,779+0.5% | Added |
| Platinum Equity Advisors, LLC | 148,600,000 | $1.25B | 49.56% | 00.0% | Unchanged |
| 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 |