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, Q4 2022
Institutional positions in Custom Truck One Source, Inc. as of Dec 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
- 86
- −1 vs. Q3 2022
- Shares held
- 228.2M
- −1.24M (−0.5%) vs. Q3 2022
- Total value
- $1.45B
- +$974.2M (+205.3%) vs. Q3 2022
- New holders
- 10
- 27 more added
- Sold out
- 11
- 32 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC | 148,600,000 | $939.2M | 48.40% | 00.0% | Unchanged |
| ECP ControlCo, LLC | 25,738,988 | $162.7M | 32.87% | 00.0% | Unchanged |
| FMR LLC | 8,977,489 | $56.7M | 0.01% | −100,643−1.1% | Reduced |
| Federated Hermes, Inc. | 4,734,720 | $29.9M | 0.08% | 00.0% | Unchanged |
| BlackRock Inc. | 3,722,115 | $23.5M | 0.00% | +83,225+2.3% | Added |
| Canvas Wealth Advisors, LLC | 3,090,550 | $21.0M | 8.80% | +14,677+0.5% | Added |
| Alyeska Investment Group, L.P. | 3,127,740 | $19.8M | 0.20% | −118,924−3.7% | Reduced |
| Vanguard Group Inc | 3,110,413 | $19.7M | 0.00% | +30,495+1.0% | Added |
| Hawkeye Capital Management, LLC | 3,109,430 | $19.7M | 18.09% | −390,570−11.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 3,039,037 | $19.2M | 0.36% | −706,073−18.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,461,882 | $15.6M | 0.03% | −13,972−0.6% | Reduced |
| Clearbridge Investments, LLC | 2,368,046 | $15.0M | 0.01% | +6,320+0.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,474,232 | $9.32M | 0.02% | −46,632−3.1% | Reduced |
| Citadel Advisors LLC | 1,202,317 | $7.60M | 0.01% | +174,913+17.0% | Added |
| ArrowMark Colorado Holdings LLC | 1,172,000 | $7.41M | 0.09% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,167,745 | $7.38M | 0.01% | +32,628+2.9% | Added |
| Geode Capital Management, LLC | 1,117,838 | $7.06M | 0.00% | +51,214+4.8% | Added |
| Nuveen Asset Management, LLC | 188,969 | $6.66M | 0.00% | −18,015−8.7% | Reduced |
| Portolan Capital Management, LLC | 1,041,914 | $6.58M | 0.65% | −142,145−12.0% | Reduced |
| AWH Capital, L.P. | 1,000,000 | $6.32M | 3.95% | 00.0% | Unchanged |
| State Street Corp | 976,529 | $6.17M | 0.00% | +45,202+4.9% | Added |
| R.P. Boggs & Co. | 837,815 | $5.29M | 5.55% | −575−0.1% | Reduced |
| Loomis Sayles & Co L P | 759,173 | $4.80M | 0.01% | +186,019+32.5% | Added |
| Putnam Investments LLC | 721,473 | $4.56M | 0.01% | −110,615−13.3% | Reduced |
| Bank of America Corp | 623,553 | $3.94M | 0.00% | +1,551+0.2% | Added |
| Northern Trust Corp | 491,270 | $3.10M | 0.00% | +5,864+1.2% | Added |
| Charles Schwab Investment Management Inc | 457,690 | $2.89M | 0.00% | +13,661+3.1% | Added |
| First Trust Advisors LP | 440,101 | $2.78M | 0.00% | +251,954+133.9% | Added |
| Bank of New York Mellon Corp | 247,172 | $1.56M | 0.00% | +57,837+30.5% | Added |
| Citigroup Inc | 216,650 | $1.37M | 0.00% | −501−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 128,782 | $813.9K | 0.02% | −78,190−37.8% | Reduced |
| Black Diamond Financial, LLC | 126,735 | $801.0K | 0.29% | −45,100−26.2% | Reduced |
| Barclays PLC | 96,283 | $608.5K | 0.00% | +13,492+16.3% | Added |
| Kennedy Capital Management, Inc. | 95,869 | $605.9K | 0.02% | −375,269−79.7% | Reduced |
| State of Wisconsin Investment Board | 95,600 | $604.2K | 0.00% | +8,229+9.4% | Added |
| Bedel Financial Consulting, Inc. | 94,939 | $600.0K | 0.15% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 89,772 | $567.4K | 0.00% | −83,824−48.3% | Reduced |
| Gsa Capital Partners LLP | 82,136 | $519.0K | 0.06% | +40,051+95.2% | Added |
| Rhumbline Advisers | 81,727 | $517.0K | 0.00% | −161−0.2% | Reduced |
| Morgan Stanley | 81,597 | $515.7K | 0.00% | −5,229−6.0% | Reduced |
| Goldman Sachs Group Inc | 77,501 | $489.8K | 0.00% | +23,119+42.5% | Added |
| Wesbanco Bank Inc | 75,722 | $479.0K | 0.02% | +75,722 | New |
| Royal Bank of Canada | 72,664 | $459.0K | 0.00% | +7,653+11.8% | Added |
| UBS Group AG | 71,313 | $450.7K | 0.00% | +40,590+132.1% | Added |
| JPMorgan Chase & Co | 62,599 | $395.0K | 0.00% | +6,033+10.7% | Added |
| LPL Financial LLC | 49,561 | $313.2K | 0.00% | −4,098−7.6% | Reduced |
| Alliancebernstein L.P. | 42,700 | $269.9K | 0.00% | +9,300+27.8% | Added |
| Deutsche Bank AG | 40,420 | $255.5K | 0.00% | −22−0.1% | Reduced |
| New York State Common Retirement Fund | 37,015 | $233.9K | 0.00% | −110.0% | Reduced |
| SEI Investments Co | 34,919 | $220.7K | 0.00% | −41,383−54.2% | Reduced |
| M&T Bank Corp | 31,700 | $200.6K | 0.00% | +2,335+8.0% | Added |
| Occudo Quantitative Strategies LP | 29,563 | $186.8K | 0.02% | +29,563 | New |
| Panagora Asset Management Inc | 29,001 | $183.3K | 0.00% | −6,968−19.4% | Reduced |
| American International Group, Inc. | 28,226 | $178.4K | 0.00% | −103−0.4% | Reduced |
| MetLife Investment Management | 25,844 | $163.3K | 0.00% | −6,280−19.5% | Reduced |
| Voya Investment Management LLC | 24,095 | $152.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 23,822 | $150.6K | 0.00% | +268+1.1% | Added |
| Manufacturers Life Insurance Company, The | 23,305 | $147.3K | 0.00% | −161−0.7% | Reduced |
| Mariner, LLC | 23,318 | $147.0K | 0.00% | +9,567+69.6% | Added |
| Wells Fargo & Company | 21,769 | $137.6K | 0.00% | +55+0.3% | Added |
| Invesco Ltd. | 20,242 | $127.9K | 0.00% | −505−2.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,200 | $96.1K | 0.00% | +15,200 | New |
| Two Sigma Advisers, LP | 12,200 | $77.1K | 0.00% | −7,700−38.7% | Reduced |
| AQR Capital Management LLC | 11,885 | $75.1K | 0.00% | +382+3.3% | Added |
| Creative Planning | 11,239 | $71.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 10,057 | $64.0K | 0.00% | +10,057 | New |
| Commonwealth Equity Services, LLC | 10,000 | $63.0K | 0.00% | +10,000 | New |
| Amalgamated Bank | 8,193 | $52.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 6,500 | $41.1K | 0.00% | +6,500 | New |
| Legal & General Group Plc | 5,937 | $37.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,543 | $31.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,503 | $28.0K | 0.00% | −32−0.7% | Reduced |
| Metropolitan Life Insurance Co | 3,623 | $22.9K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 3,102 | $19.6K | 0.01% | +3,102 | New |
| Tower Research Capital LLC (TRC) | 2,781 | $18.0K | 0.00% | −4,699−62.8% | Reduced |
| Rockefeller Capital Management L.P. | 2,498 | $15.0K | 0.00% | −236−8.6% | Reduced |
| Private Trust Co NA | 1,058 | $7.00K | 0.00% | +1,058 | New |
| National Bank of Canada | 768 | $4.84K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 249 | $1.57K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 218 | $1.38K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 44 | $278 | 0.00% | +44 | New |
| Wolff Wiese Magana LLC | 40 | $253 | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 2 | $13 | 0.00% | −338−99.4% | Reduced |
| Covestor Ltd | 31 | $0 | 0.00% | −2−6.1% | Reduced |
| Nisa Investment Advisors, LLC | 65 | $0 | 0.00% | +65 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −46,655−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −31,222−100.0% | Sold out |
| JMG Financial Group, Ltd. | 0 | $0 | 0.00% | −23,635−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,603−100.0% | Sold out |
| Retirement Planning Group | 0 | $0 | 0.00% | −18,216−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −16,850−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −16,537−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −11,882−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −433−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −399−100.0% | Sold out |