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, Q3 2022
Institutional positions in Custom Truck One Source, Inc. as of Sep 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
- 87
- −2 vs. Q2 2022
- Shares held
- 229.4M
- −233.6K (−0.1%) vs. Q2 2022
- Total value
- $474.6M
- +$20.5M (+4.5%) vs. Q2 2022
- New holders
- 12
- 39 more added
- Sold out
- 14
- 23 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ECP ControlCo, LLC | 25,738,988 | $150.1M | 30.19% | 00.0% | Unchanged |
| FMR LLC | 9,078,132 | $52.9M | 0.01% | +265,692+3.0% | Added |
| Federated Hermes, Inc. | 4,734,720 | $27.6M | 0.08% | −1,2590.0% | Reduced |
| Gilder Gagnon Howe & Co LLC | 3,745,110 | $21.8M | 0.38% | −90,782−2.4% | Reduced |
| BlackRock Inc. | 3,638,890 | $21.2M | 0.00% | +180,652+5.2% | Added |
| Canvas Wealth Advisors, LLC | 3,075,873 | $20.6M | 8.78% | +292,826+10.5% | Added |
| Hawkeye Capital Management, LLC | 3,500,000 | $20.4M | 13.36% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 3,246,664 | $18.9M | 0.22% | −255,586−7.3% | Reduced |
| Vanguard Group Inc | 3,079,918 | $18.0M | 0.00% | +227,846+8.0% | Added |
| Allspring Global Investments Holdings, LLC | 2,475,854 | $14.4M | 0.03% | +4,141+0.2% | Added |
| Clearbridge Investments, LLC | 2,361,726 | $13.8M | 0.01% | +30,215+1.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,520,864 | $8.87M | 0.02% | −218,899−12.6% | Reduced |
| Portolan Capital Management, LLC | 1,184,059 | $6.90M | 0.73% | −477,151−28.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 1,172,000 | $6.83M | 0.08% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,135,117 | $6.62M | 0.01% | −284,679−20.1% | Reduced |
| Geode Capital Management, LLC | 1,066,624 | $6.22M | 0.00% | +111,970+11.7% | Added |
| Citadel Advisors LLC | 1,027,404 | $5.99M | 0.01% | +189,316+22.6% | Added |
| AWH Capital, L.P. | 1,000,000 | $5.83M | 4.26% | 00.0% | Unchanged |
| State Street Corp | 931,327 | $5.43M | 0.00% | +53,275+6.1% | Added |
| R.P. Boggs & Co. | 838,390 | $4.89M | 5.82% | +53,980+6.9% | Added |
| Putnam Investments LLC | 832,088 | $4.85M | 0.01% | −31,404−3.6% | Reduced |
| Bank of America Corp | 622,002 | $3.63M | 0.00% | +35,926+6.1% | Added |
| Loomis Sayles & Co L P | 573,154 | $3.34M | 0.01% | +7,687+1.4% | Added |
| Northern Trust Corp | 485,406 | $2.83M | 0.00% | +9,055+1.9% | Added |
| Kennedy Capital Management, Inc. | 471,138 | $2.75M | 0.08% | −3,323−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 444,029 | $2.59M | 0.00% | +69,674+18.6% | Added |
| Citigroup Inc | 217,151 | $1.27M | 0.00% | −1,443−0.7% | Reduced |
| Nuveen Asset Management, LLC | 206,984 | $1.21M | 0.00% | −3,051−1.5% | Reduced |
| Beacon Pointe Advisors, LLC | 206,972 | $1.21M | 0.03% | −896−0.4% | Reduced |
| Bank of New York Mellon Corp | 189,335 | $1.10M | 0.00% | +26,152+16.0% | Added |
| First Trust Advisors LP | 188,147 | $1.10M | 0.00% | −71,573−27.6% | Reduced |
| Janus Henderson Group PLC | 173,596 | $1.01M | 0.00% | +82,763+91.1% | Added |
| Black Diamond Financial, LLC | 171,835 | $1.00M | 0.40% | 00.0% | Unchanged |
| Platinum Equity Advisors, LLC | 148,600,000 | $866.3K | 52.62% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 94,939 | $643.0K | 0.17% | −10,000−9.5% | Reduced |
| State of Wisconsin Investment Board | 87,371 | $509.0K | 0.00% | +30,371+53.3% | Added |
| Morgan Stanley | 86,826 | $506.0K | 0.00% | +9,058+11.6% | Added |
| Barclays PLC | 82,791 | $483.0K | 0.00% | +26,938+48.2% | Added |
| Rhumbline Advisers | 81,888 | $477.0K | 0.00% | +5,993+7.9% | Added |
| SEI Investments Co | 76,302 | $445.0K | 0.00% | +792+1.0% | Added |
| Royal Bank of Canada | 65,011 | $379.0K | 0.00% | +389+0.6% | Added |
| JPMorgan Chase & Co | 56,566 | $329.0K | 0.00% | +5,863+11.6% | Added |
| Goldman Sachs Group Inc | 54,382 | $317.0K | 0.00% | +10,019+22.6% | Added |
| LPL Financial LLC | 53,659 | $313.0K | 0.00% | +4,670+9.5% | Added |
| Jane Street Group, LLC | 46,655 | $272.0K | 0.00% | +46,655 | New |
| Gsa Capital Partners LLP | 42,085 | $245.0K | 0.03% | +30,933+277.4% | Added |
| Deutsche Bank AG | 40,442 | $236.0K | 0.00% | −2,261−5.3% | Reduced |
| New York State Common Retirement Fund | 37,026 | $216.0K | 0.00% | +129+0.3% | Added |
| Panagora Asset Management Inc | 35,969 | $210.0K | 0.00% | +35,969 | New |
| Alliancebernstein L.P. | 33,400 | $195.0K | 0.00% | +12,000+56.1% | Added |
| MetLife Investment Management | 32,124 | $187.3K | 0.00% | +21,808+211.4% | Added |
| Jump Financial, LLC | 31,222 | $182.0K | 0.01% | +31,222 | New |
| UBS Group AG | 30,723 | $179.0K | 0.00% | +3,906+14.6% | Added |
| M&T Bank Corp | 29,365 | $170.0K | 0.00% | −3,740−11.3% | Reduced |
| American International Group, Inc. | 28,329 | $165.0K | 0.00% | +400+1.4% | Added |
| Voya Investment Management LLC | 24,095 | $140.5K | 0.00% | +2,460+11.4% | Added |
| JMG Financial Group, Ltd. | 23,635 | $138.0K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 23,554 | $137.0K | 0.00% | −1,963−7.7% | Reduced |
| Manufacturers Life Insurance Company, The | 23,466 | $136.8K | 0.00% | −756−3.1% | Reduced |
| Wells Fargo & Company | 21,714 | $127.0K | 0.00% | −45,359−67.6% | Reduced |
| Invesco Ltd. | 20,747 | $121.0K | 0.00% | +943+4.8% | Added |
| Two Sigma Advisers, LP | 19,900 | $116.0K | 0.00% | −7,500−27.4% | Reduced |
| Susquehanna International Group, LLP | 18,603 | $108.0K | 0.00% | +18,603 | New |
| Retirement Planning Group | 18,216 | $106.0K | 0.01% | +18,216 | New |
| Algert Global LLC | 16,850 | $98.0K | 0.01% | −24,050−58.8% | Reduced |
| Handelsbanken Fonder AB | 16,700 | $97.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 16,537 | $96.4K | 0.00% | +16,537 | New |
| Mariner, LLC | 13,751 | $80.0K | 0.00% | +13,751 | New |
| Boulder Hill Capital Management LP | 11,882 | $69.0K | 0.05% | +11,882 | New |
| AQR Capital Management LLC | 11,503 | $67.0K | 0.00% | +34+0.3% | Added |
| Creative Planning | 11,239 | $66.0K | 0.00% | +11,239 | New |
| Amalgamated Bank | 8,193 | $48.0K | 0.00% | +43+0.5% | Added |
| Tower Research Capital LLC (TRC) | 7,480 | $44.0K | 0.00% | +3,877+107.6% | Added |
| Legal & General Group Plc | 5,937 | $35.0K | 0.00% | +1,270+27.2% | Added |
| Advisor Group Holdings, Inc. | 4,535 | $26.0K | 0.00% | −762−14.4% | Reduced |
| Ameritas Investment Partners, Inc. | 4,543 | $26.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,623 | $21.1K | 0.00% | +2,141+144.5% | Added |
| Rockefeller Capital Management L.P. | 2,734 | $15.0K | 0.00% | −17,993−86.8% | Reduced |
| National Bank of Canada | 768 | $4.00K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 249 | $2.00K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 340 | $2.00K | 0.00% | +280+466.7% | Added |
| Simplex Trading, LLC | 433 | $2.00K | 0.00% | +433 | New |
| Clear Street Markets LLC | 399 | $2.00K | 0.00% | +399 | New |
| Lindbrook Capital, LLC | 218 | $1.00K | 0.00% | +218 | New |
| Wolff Wiese Magana LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 33 | $0 | 0.00% | −4−10.8% | Reduced |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −217,796−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −120,392−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −55,575−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −24,021−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −17,184−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,918−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −3,234−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −1,193−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −129−100.0% | Sold out |