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, Q2 2022
Institutional positions in Custom Truck One Source, Inc. as of Jun 30, 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
- 89
- +7 vs. Q1 2022
- Shares held
- 229.6M
- +1.69M (+0.7%) vs. Q1 2022
- Total value
- $454.1M
- −$211.0M (−31.7%) vs. Q1 2022
- New holders
- 20
- 29 more added
- Sold out
- 13
- 31 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ECP ControlCo, LLC | 25,738,988 | $144.1M | 31.78% | −120,779−0.5% | Reduced |
| FMR LLC | 8,812,440 | $49.3M | 0.00% | +266,911+3.1% | Added |
| Federated Hermes, Inc. | 4,735,979 | $26.5M | 0.07% | −461,456−8.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 3,835,892 | $21.5M | 0.38% | −148,847−3.7% | Reduced |
| Alyeska Investment Group, L.P. | 3,502,250 | $19.6M | 0.22% | −3,570−0.1% | Reduced |
| Hawkeye Capital Management, LLC | 3,500,000 | $19.6M | 10.71% | 00.0% | Unchanged |
| BlackRock Inc. | 3,458,238 | $19.4M | 0.00% | +120,753+3.6% | Added |
| Vanguard Group Inc | 2,852,072 | $16.0M | 0.00% | −14,287−0.5% | Reduced |
| Canvas Wealth Advisors, LLC | 2,783,047 | $15.6M | 6.27% | +1,607,450+136.7% | Added |
| Allspring Global Investments Holdings, LLC | 2,471,713 | $13.8M | 0.02% | −30,727−1.2% | Reduced |
| Clearbridge Investments, LLC | 2,331,511 | $13.1M | 0.01% | +267,673+13.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,739,763 | $9.74M | 0.02% | −237,855−12.0% | Reduced |
| Portolan Capital Management, LLC | 1,661,210 | $9.30M | 0.94% | +212,701+14.7% | Added |
| Schroder Investment Management Group | 1,419,796 | $7.53M | 0.01% | +2,230+0.2% | Added |
| ArrowMark Colorado Holdings LLC | 1,172,000 | $6.56M | 0.08% | +40,000+3.5% | Added |
| AWH Capital, L.P. | 1,000,000 | $5.60M | 3.79% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 954,654 | $5.35M | 0.00% | +20,788+2.2% | Added |
| State Street Corp | 878,052 | $4.92M | 0.00% | +112,298+14.7% | Added |
| Putnam Investments LLC | 863,492 | $4.83M | 0.01% | +179,051+26.2% | Added |
| Citadel Advisors LLC | 838,088 | $4.69M | 0.01% | +26,144+3.2% | Added |
| R.P. Boggs & Co. | 784,410 | $4.39M | 5.77% | −4,283−0.5% | Reduced |
| Bank of America Corp | 586,076 | $3.28M | 0.00% | −35,466−5.7% | Reduced |
| Loomis Sayles & Co L P | 565,467 | $3.17M | 0.01% | +565,467 | New |
| Northern Trust Corp | 476,351 | $2.67M | 0.00% | −11,117−2.3% | Reduced |
| Kennedy Capital Management, Inc. | 474,461 | $2.66M | 0.07% | +19,278+4.2% | Added |
| Charles Schwab Investment Management Inc | 374,355 | $2.10M | 0.00% | −6,412−1.7% | Reduced |
| First Trust Advisors LP | 259,720 | $1.45M | 0.00% | +209,415+416.3% | Added |
| Citigroup Inc | 218,594 | $1.22M | 0.00% | +215,406+6,756.8% | Added |
| ExodusPoint Capital Management, LP | 217,796 | $1.22M | 0.02% | −436,660−66.7% | Reduced |
| Nuveen Asset Management, LLC | 210,035 | $1.18M | 0.00% | −110,569−34.5% | Reduced |
| Beacon Pointe Advisors, LLC | 207,868 | $1.16M | 0.02% | −3,004−1.4% | Reduced |
| Intrinsic Edge Capital Management LLC | 200,000 | $1.12M | 0.10% | +100,000+100.0% | Added |
| Black Diamond Financial, LLC | 171,835 | $962.0K | 0.38% | +150,235+695.5% | Added |
| Bank of New York Mellon Corp | 163,183 | $914.0K | 0.00% | −15,834−8.8% | Reduced |
| Platinum Equity Advisors, LLC | 148,600,000 | $832.2K | 56.08% | 00.0% | Unchanged |
| Marshall Wace, LLP | 120,392 | $676.0K | 0.00% | +120,392 | New |
| Bedel Financial Consulting, Inc. | 104,939 | $588.0K | 0.17% | +104,939 | New |
| Janus Henderson Group PLC | 90,833 | $508.0K | 0.00% | +90,833 | New |
| Morgan Stanley | 77,768 | $435.0K | 0.00% | +5,413+7.5% | Added |
| Rhumbline Advisers | 75,895 | $425.0K | 0.00% | +16,571+27.9% | Added |
| SEI Investments Co | 75,510 | $418.0K | 0.00% | +49,486+190.2% | Added |
| Wells Fargo & Company | 67,073 | $375.0K | 0.00% | −11,041−14.1% | Reduced |
| Royal Bank of Canada | 64,622 | $362.0K | 0.00% | −3,263−4.8% | Reduced |
| State of Wisconsin Investment Board | 57,000 | $319.0K | 0.00% | +57,000 | New |
| Barclays PLC | 55,853 | $313.0K | 0.00% | +46,341+487.2% | Added |
| Wesbanco Bank Inc | 55,575 | $311.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 50,703 | $284.0K | 0.00% | +9,197+22.2% | Added |
| LPL Financial LLC | 48,989 | $274.0K | 0.00% | +48,989 | New |
| Goldman Sachs Group Inc | 44,363 | $248.0K | 0.00% | −961−2.1% | Reduced |
| Deutsche Bank AG | 42,703 | $240.0K | 0.00% | −7,330−14.7% | Reduced |
| Algert Global LLC | 40,900 | $229.0K | 0.02% | +40,900 | New |
| New York State Common Retirement Fund | 36,897 | $207.0K | 0.00% | −19−0.1% | Reduced |
| M&T Bank Corp | 33,105 | $185.0K | 0.00% | +33,105 | New |
| American International Group, Inc. | 27,929 | $156.0K | 0.00% | −1,156−4.0% | Reduced |
| Two Sigma Advisers, LP | 27,400 | $153.0K | 0.00% | −20,400−42.7% | Reduced |
| Paloma Partners Management Co | 27,000 | $151.0K | 0.02% | +27,000 | New |
| UBS Group AG | 26,817 | $150.0K | 0.00% | +24,757+1,201.8% | Added |
| California State Teachers Retirement System | 25,517 | $143.0K | 0.00% | +346+1.4% | Added |
| Manufacturers Life Insurance Company, The | 24,222 | $135.6K | 0.00% | +2,568+11.9% | Added |
| Occudo Quantitative Strategies LP | 24,021 | $135.0K | 0.01% | −6,160−20.4% | Reduced |
| JMG Financial Group, Ltd. | 23,635 | $132.0K | 0.01% | +23,635 | New |
| Voya Investment Management LLC | 21,635 | $121.0K | 0.00% | +21,635 | New |
| Alliancebernstein L.P. | 21,400 | $120.0K | 0.00% | +8,600+67.2% | Added |
| Rockefeller Capital Management L.P. | 20,727 | $116.0K | 0.00% | +20,727 | New |
| Invesco Ltd. | 19,804 | $111.0K | 0.00% | −181,127−90.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,000 | $101.0K | 0.00% | −4,500−20.0% | Reduced |
| Squarepoint Ops LLC | 17,184 | $96.0K | 0.00% | +17,184 | New |
| Handelsbanken Fonder AB | 16,700 | $94.0K | 0.00% | −1,500−8.2% | Reduced |
| HRT Financial LP | 14,918 | $83.0K | 0.00% | +14,918 | New |
| AQR Capital Management LLC | 11,469 | $64.0K | 0.00% | −659−5.4% | Reduced |
| Gsa Capital Partners LLP | 11,152 | $62.0K | 0.01% | +11,152 | New |
| MetLife Investment Management | 10,316 | $57.8K | 0.00% | −19,312−65.2% | Reduced |
| Amalgamated Bank | 8,150 | $46.0K | 0.00% | +1,933+31.1% | Added |
| Advisor Group Holdings, Inc. | 5,297 | $30.0K | 0.00% | +1,631+44.5% | Added |
| Legal & General Group Plc | 4,667 | $26.0K | 0.00% | −343−6.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,543 | $25.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,603 | $20.0K | 0.00% | +2,553+243.1% | Added |
| Penserra Capital Management LLC | 3,234 | $18.0K | 0.00% | +172+5.6% | Added |
| Metropolitan Life Insurance Co | 1,482 | $8.30K | 0.00% | −2,241−60.2% | Reduced |
| Private Trust Co NA | 1,193 | $7.00K | 0.00% | +1,193 | New |
| National Bank of Canada | 768 | $4.00K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 320 | $1.79K | 0.00% | +320 | New |
| Global Retirement Partners, LLC | 249 | $1.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 129 | $1.00K | 0.00% | +129 | New |
| Wolff Wiese Magana LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 37 | $0 | 0.00% | −11−22.9% | Reduced |
| Credit Suisse AG | 60 | $0 | 0.00% | +60 | New |
| Ellevest, Inc. | 28 | $0 | 0.00% | +28 | New |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −740,265−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −182,727−100.0% | Sold out |
| 1492 Capital Management LLC | 0 | $0 | 0.00% | −129,058−100.0% | Sold out |
| Vahanian & Associates Financial Planning Inc. | 0 | $0 | 0.00% | −98,087−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −51,596−100.0% | Sold out |
| Graypoint LLC | 0 | $0 | 0.00% | −45,525−100.0% | Sold out |
| Terry L. Blaker | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −18,089−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,657−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,985−100.0% | Sold out |