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, 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
- 229.1M
- +1.69M (+0.7%) vs. Q1 2022
- Total value
- $1.28B
- −$623.7M (−32.7%) 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 | $2.63B |
| 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, 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 |
|---|---|---|---|---|---|
| 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 |
| Global Retirement Partners, LLC | 249 | $1.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 129 | $1.00K | 0.00% | +129 | New |
| UBS Asset Management Americas Inc | 320 | $1.79K | 0.00% | +320 | New |
| STRS Ohio | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 768 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,193 | $7.00K | 0.00% | +1,193 | New |
| Metropolitan Life Insurance Co | 1,482 | $8.30K | 0.00% | −2,241−60.2% | Reduced |
| Penserra Capital Management LLC | 3,234 | $18.0K | 0.00% | +172+5.6% | Added |
| Tower Research Capital LLC (TRC) | 3,603 | $20.0K | 0.00% | +2,553+243.1% | Added |
| Ameritas Investment Partners, Inc. | 4,543 | $25.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,667 | $26.0K | 0.00% | −343−6.8% | Reduced |
| Advisor Group Holdings, Inc. | 5,297 | $30.0K | 0.00% | +1,631+44.5% | Added |
| Amalgamated Bank | 8,150 | $46.0K | 0.00% | +1,933+31.1% | Added |
| MetLife Investment Management | 10,316 | $57.8K | 0.00% | −19,312−65.2% | Reduced |
| Gsa Capital Partners LLP | 11,152 | $62.0K | 0.01% | +11,152 | New |
| AQR Capital Management LLC | 11,469 | $64.0K | 0.00% | −659−5.4% | Reduced |
| HRT Financial LP | 14,918 | $83.0K | 0.00% | +14,918 | New |
| Handelsbanken Fonder AB | 16,700 | $94.0K | 0.00% | −1,500−8.2% | Reduced |
| Squarepoint Ops LLC | 17,184 | $96.0K | 0.00% | +17,184 | New |
| Schonfeld Strategic Advisors LLC | 18,000 | $101.0K | 0.00% | −4,500−20.0% | Reduced |
| Invesco Ltd. | 19,804 | $111.0K | 0.00% | −181,127−90.1% | Reduced |
| Rockefeller Capital Management L.P. | 20,727 | $116.0K | 0.00% | +20,727 | New |
| Alliancebernstein L.P. | 21,400 | $120.0K | 0.00% | +8,600+67.2% | Added |
| Voya Investment Management LLC | 21,635 | $121.0K | 0.00% | +21,635 | New |
| JMG Financial Group, Ltd. | 23,635 | $132.0K | 0.01% | +23,635 | New |
| Occudo Quantitative Strategies LP | 24,021 | $135.0K | 0.01% | −6,160−20.4% | Reduced |
| Manufacturers Life Insurance Company, The | 24,222 | $135.6K | 0.00% | +2,568+11.9% | Added |
| California State Teachers Retirement System | 25,517 | $143.0K | 0.00% | +346+1.4% | Added |
| UBS Group AG | 26,817 | $150.0K | 0.00% | +24,757+1,201.8% | Added |
| Paloma Partners Management Co | 27,000 | $151.0K | 0.02% | +27,000 | New |
| Two Sigma Advisers, LP | 27,400 | $153.0K | 0.00% | −20,400−42.7% | Reduced |
| American International Group, Inc. | 27,929 | $156.0K | 0.00% | −1,156−4.0% | Reduced |
| M&T Bank Corp | 33,105 | $185.0K | 0.00% | +33,105 | New |
| New York State Common Retirement Fund | 36,897 | $207.0K | 0.00% | −19−0.1% | Reduced |
| Algert Global LLC | 40,900 | $229.0K | 0.02% | +40,900 | New |
| Deutsche Bank AG | 42,703 | $240.0K | 0.00% | −7,330−14.7% | Reduced |
| Goldman Sachs Group Inc | 44,363 | $248.0K | 0.00% | −961−2.1% | Reduced |
| LPL Financial LLC | 48,989 | $274.0K | 0.00% | +48,989 | New |
| JPMorgan Chase & Co | 50,703 | $284.0K | 0.00% | +9,197+22.2% | Added |
| Wesbanco Bank Inc | 55,575 | $311.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 55,853 | $313.0K | 0.00% | +46,341+487.2% | Added |
| State of Wisconsin Investment Board | 57,000 | $319.0K | 0.00% | +57,000 | New |
| Royal Bank of Canada | 64,622 | $362.0K | 0.00% | −3,263−4.8% | Reduced |
| Wells Fargo & Company | 67,073 | $375.0K | 0.00% | −11,041−14.1% | Reduced |
| SEI Investments Co | 75,510 | $418.0K | 0.00% | +49,486+190.2% | Added |
| Rhumbline Advisers | 75,895 | $425.0K | 0.00% | +16,571+27.9% | Added |
| Morgan Stanley | 77,768 | $435.0K | 0.00% | +5,413+7.5% | Added |
| Janus Henderson Group PLC | 90,833 | $508.0K | 0.00% | +90,833 | New |
| Bedel Financial Consulting, Inc. | 104,939 | $588.0K | 0.17% | +104,939 | New |
| Marshall Wace, LLP | 120,392 | $676.0K | 0.00% | +120,392 | New |
| Bank of New York Mellon Corp | 163,183 | $914.0K | 0.00% | −15,834−8.8% | Reduced |
| Black Diamond Financial, LLC | 171,835 | $962.0K | 0.38% | +150,235+695.5% | Added |
| Intrinsic Edge Capital Management LLC | 200,000 | $1.12M | 0.10% | +100,000+100.0% | Added |
| Beacon Pointe Advisors, LLC | 207,868 | $1.16M | 0.02% | −3,004−1.4% | Reduced |
| Nuveen Asset Management, LLC | 210,035 | $1.18M | 0.00% | −110,569−34.5% | Reduced |
| ExodusPoint Capital Management, LP | 217,796 | $1.22M | 0.02% | −436,660−66.7% | Reduced |
| Citigroup Inc | 218,594 | $1.22M | 0.00% | +215,406+6,756.8% | Added |
| First Trust Advisors LP | 259,720 | $1.45M | 0.00% | +209,415+416.3% | Added |
| Charles Schwab Investment Management Inc | 374,355 | $2.10M | 0.00% | −6,412−1.7% | Reduced |
| Kennedy Capital Management, Inc. | 474,461 | $2.66M | 0.07% | +19,278+4.2% | Added |
| Northern Trust Corp | 476,351 | $2.67M | 0.00% | −11,117−2.3% | Reduced |
| AWH Capital, L.P. | 500,000 | $2.80M | 3.77% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 565,467 | $3.17M | 0.01% | +565,467 | New |
| Bank of America Corp | 586,076 | $3.28M | 0.00% | −35,466−5.7% | Reduced |
| R.P. Boggs & Co. | 784,410 | $4.39M | 5.77% | −4,283−0.5% | Reduced |
| Citadel Advisors LLC | 838,088 | $4.69M | 0.01% | +26,144+3.2% | Added |
| Putnam Investments LLC | 863,492 | $4.83M | 0.01% | +179,051+26.2% | Added |
| State Street Corp | 878,052 | $4.92M | 0.00% | +112,298+14.7% | Added |
| Geode Capital Management, LLC | 954,654 | $5.35M | 0.00% | +20,788+2.2% | Added |
| ArrowMark Colorado Holdings LLC | 1,172,000 | $6.56M | 0.08% | +40,000+3.5% | Added |
| Schroder Investment Management Group | 1,419,796 | $7.53M | 0.01% | +2,230+0.2% | Added |
| Portolan Capital Management, LLC | 1,661,210 | $9.30M | 0.94% | +212,701+14.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,739,763 | $9.74M | 0.02% | −237,855−12.0% | Reduced |
| Clearbridge Investments, LLC | 2,331,511 | $13.1M | 0.01% | +267,673+13.0% | Added |
| Allspring Global Investments Holdings, LLC | 2,471,713 | $13.8M | 0.02% | −30,727−1.2% | Reduced |
| Canvas Wealth Advisors, LLC | 2,783,047 | $15.6M | 6.27% | +1,607,450+136.7% | Added |
| Vanguard Group Inc | 2,852,072 | $16.0M | 0.00% | −14,287−0.5% | Reduced |
| BlackRock Inc. | 3,458,238 | $19.4M | 0.00% | +120,753+3.6% | Added |
| Hawkeye Capital Management, LLC | 3,500,000 | $19.6M | 10.71% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 3,502,250 | $19.6M | 0.22% | −3,570−0.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 3,835,892 | $21.5M | 0.38% | −148,847−3.7% | Reduced |
| Federated Hermes, Inc. | 4,735,979 | $26.5M | 0.07% | −461,456−8.9% | Reduced |
| FMR LLC | 8,812,440 | $49.3M | 0.00% | +266,911+3.1% | Added |
| ECP ControlCo, LLC | 25,738,988 | $144.1M | 31.78% | −120,779−0.5% | Reduced |
| Platinum Equity Advisors, LLC | 148,600,000 | $832.2M | 56.08% | 00.0% | Unchanged |
| 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 |