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, 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
- 228.8M
- −320.4K (−0.1%) vs. Q2 2022
- Total value
- $1.34B
- +$54.0M (+4.2%) vs. Q2 2022
- New holders
- 12
- 38 more added
- Sold out
- 14
- 24 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 | $2.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 33 | $0 | 0.00% | −4−10.8% | Reduced |
| Lindbrook Capital, LLC | 218 | $1.00K | 0.00% | +218 | New |
| 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 |
| STRS Ohio | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 768 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,734 | $15.0K | 0.00% | −17,993−86.8% | Reduced |
| Metropolitan Life Insurance Co | 3,623 | $21.1K | 0.00% | +2,141+144.5% | 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 |
| Legal & General Group Plc | 5,937 | $35.0K | 0.00% | +1,270+27.2% | Added |
| Tower Research Capital LLC (TRC) | 7,480 | $44.0K | 0.00% | +3,877+107.6% | Added |
| Amalgamated Bank | 8,193 | $48.0K | 0.00% | +43+0.5% | Added |
| Creative Planning | 11,239 | $66.0K | 0.00% | +11,239 | New |
| AQR Capital Management LLC | 11,503 | $67.0K | 0.00% | +34+0.3% | Added |
| Boulder Hill Capital Management LP | 11,882 | $69.0K | 0.05% | +11,882 | New |
| Mariner, LLC | 13,751 | $80.0K | 0.00% | +13,751 | New |
| BNP Paribas Arbitrage, SA | 16,537 | $96.4K | 0.00% | +16,537 | New |
| Handelsbanken Fonder AB | 16,700 | $97.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 16,850 | $98.0K | 0.01% | −24,050−58.8% | Reduced |
| Retirement Planning Group | 18,216 | $106.0K | 0.01% | +18,216 | New |
| Susquehanna International Group, LLP | 18,603 | $108.0K | 0.00% | +18,603 | New |
| Two Sigma Advisers, LP | 19,900 | $116.0K | 0.00% | −7,500−27.4% | Reduced |
| Invesco Ltd. | 20,747 | $121.0K | 0.00% | +943+4.8% | Added |
| Wells Fargo & Company | 21,714 | $127.0K | 0.00% | −45,359−67.6% | Reduced |
| Manufacturers Life Insurance Company, The | 23,466 | $136.8K | 0.00% | −756−3.1% | Reduced |
| California State Teachers Retirement System | 23,554 | $137.0K | 0.00% | −1,963−7.7% | Reduced |
| JMG Financial Group, Ltd. | 23,635 | $138.0K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 24,095 | $140.5K | 0.00% | +2,460+11.4% | Added |
| American International Group, Inc. | 28,329 | $165.0K | 0.00% | +400+1.4% | Added |
| M&T Bank Corp | 29,365 | $170.0K | 0.00% | −3,740−11.3% | Reduced |
| UBS Group AG | 30,723 | $179.0K | 0.00% | +3,906+14.6% | Added |
| Jump Financial, LLC | 31,222 | $182.0K | 0.01% | +31,222 | New |
| MetLife Investment Management | 32,124 | $187.3K | 0.00% | +21,808+211.4% | Added |
| Alliancebernstein L.P. | 33,400 | $195.0K | 0.00% | +12,000+56.1% | Added |
| Panagora Asset Management Inc | 35,969 | $210.0K | 0.00% | +35,969 | New |
| New York State Common Retirement Fund | 37,026 | $216.0K | 0.00% | +129+0.3% | Added |
| Deutsche Bank AG | 40,442 | $236.0K | 0.00% | −2,261−5.3% | Reduced |
| Gsa Capital Partners LLP | 42,085 | $245.0K | 0.03% | +30,933+277.4% | Added |
| Jane Street Group, LLC | 46,655 | $272.0K | 0.00% | +46,655 | New |
| LPL Financial LLC | 53,659 | $313.0K | 0.00% | +4,670+9.5% | Added |
| Goldman Sachs Group Inc | 54,382 | $317.0K | 0.00% | +10,019+22.6% | Added |
| JPMorgan Chase & Co | 56,566 | $329.0K | 0.00% | +5,863+11.6% | Added |
| Royal Bank of Canada | 65,011 | $379.0K | 0.00% | +389+0.6% | Added |
| SEI Investments Co | 76,302 | $445.0K | 0.00% | +792+1.0% | Added |
| Rhumbline Advisers | 81,888 | $477.0K | 0.00% | +5,993+7.9% | Added |
| Barclays PLC | 82,791 | $483.0K | 0.00% | +26,938+48.2% | Added |
| Janus Henderson Group PLC | 86,798 | $506.0K | 0.00% | −4,035−4.4% | Reduced |
| Morgan Stanley | 86,826 | $506.0K | 0.00% | +9,058+11.6% | Added |
| State of Wisconsin Investment Board | 87,371 | $509.0K | 0.00% | +30,371+53.3% | Added |
| Bedel Financial Consulting, Inc. | 94,939 | $643.0K | 0.17% | −10,000−9.5% | Reduced |
| Black Diamond Financial, LLC | 171,835 | $1.00M | 0.40% | 00.0% | Unchanged |
| First Trust Advisors LP | 188,147 | $1.10M | 0.00% | −71,573−27.6% | Reduced |
| Bank of New York Mellon Corp | 189,335 | $1.10M | 0.00% | +26,152+16.0% | Added |
| Beacon Pointe Advisors, LLC | 206,972 | $1.21M | 0.03% | −896−0.4% | Reduced |
| Nuveen Asset Management, LLC | 206,984 | $1.21M | 0.00% | −3,051−1.5% | Reduced |
| Citigroup Inc | 217,151 | $1.27M | 0.00% | −1,443−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 444,029 | $2.59M | 0.00% | +69,674+18.6% | Added |
| Kennedy Capital Management, Inc. | 471,138 | $2.75M | 0.08% | −3,323−0.7% | Reduced |
| Northern Trust Corp | 485,406 | $2.83M | 0.00% | +9,055+1.9% | Added |
| AWH Capital, L.P. | 500,000 | $2.92M | 4.24% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 573,154 | $3.34M | 0.01% | +7,687+1.4% | Added |
| Bank of America Corp | 622,002 | $3.63M | 0.00% | +35,926+6.1% | Added |
| Putnam Investments LLC | 832,088 | $4.85M | 0.01% | −31,404−3.6% | Reduced |
| R.P. Boggs & Co. | 838,390 | $4.89M | 5.82% | +53,980+6.9% | Added |
| State Street Corp | 931,327 | $5.43M | 0.00% | +53,275+6.1% | Added |
| Citadel Advisors LLC | 1,027,404 | $5.99M | 0.01% | +189,316+22.6% | Added |
| Geode Capital Management, LLC | 1,066,624 | $6.22M | 0.00% | +111,970+11.7% | Added |
| Schroder Investment Management Group | 1,135,117 | $6.62M | 0.01% | −284,679−20.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 1,172,000 | $6.83M | 0.08% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 1,184,059 | $6.90M | 0.73% | −477,151−28.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,520,864 | $8.87M | 0.02% | −218,899−12.6% | Reduced |
| Clearbridge Investments, LLC | 2,361,726 | $13.8M | 0.01% | +30,215+1.3% | Added |
| Allspring Global Investments Holdings, LLC | 2,475,854 | $14.4M | 0.03% | +4,141+0.2% | Added |
| Vanguard Group Inc | 3,079,918 | $18.0M | 0.00% | +227,846+8.0% | Added |
| Alyeska Investment Group, L.P. | 3,246,664 | $18.9M | 0.22% | −255,586−7.3% | Reduced |
| Hawkeye Capital Management, LLC | 3,500,000 | $20.4M | 13.36% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 3,075,873 | $20.6M | 8.78% | +292,826+10.5% | Added |
| BlackRock Inc. | 3,638,890 | $21.2M | 0.00% | +180,652+5.2% | Added |
| Gilder Gagnon Howe & Co LLC | 3,745,110 | $21.8M | 0.38% | −90,782−2.4% | Reduced |
| Federated Hermes, Inc. | 4,734,720 | $27.6M | 0.08% | −1,2590.0% | Reduced |
| FMR LLC | 9,078,132 | $52.9M | 0.01% | +265,692+3.0% | Added |
| ECP ControlCo, LLC | 25,738,988 | $150.1M | 30.19% | 00.0% | Unchanged |
| Platinum Equity Advisors, LLC | 148,600,000 | $866.3M | 52.62% | 00.0% | Unchanged |
| 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 |