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, 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
- 227.7M
- −1.16M (−0.5%) vs. Q3 2022
- Total value
- $1.44B
- +$102.4M (+7.7%) vs. Q3 2022
- New holders
- 10
- 28 more added
- Sold out
- 11
- 31 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 | $2.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 31 | $0 | 0.00% | −2−6.1% | Reduced |
| Nisa Investment Advisors, LLC | 65 | $0 | 0.00% | +65 | New |
| Credit Suisse AG | 2 | $13 | 0.00% | −338−99.4% | Reduced |
| Wolff Wiese Magana LLC | 40 | $253 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 44 | $278 | 0.00% | +44 | New |
| Lindbrook Capital, LLC | 218 | $1.38K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 249 | $1.57K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 768 | $4.84K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,058 | $7.00K | 0.00% | +1,058 | New |
| Rockefeller Capital Management L.P. | 2,498 | $15.0K | 0.00% | −236−8.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,781 | $18.0K | 0.00% | −4,699−62.8% | Reduced |
| Pathway Financial Advisers, LLC | 3,102 | $19.6K | 0.01% | +3,102 | New |
| Metropolitan Life Insurance Co | 3,623 | $22.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,503 | $28.0K | 0.00% | −32−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 4,543 | $31.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 5,937 | $37.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 6,500 | $41.1K | 0.00% | +6,500 | New |
| Amalgamated Bank | 8,193 | $52.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,000 | $63.0K | 0.00% | +10,000 | New |
| Price T Rowe Associates Inc | 10,057 | $64.0K | 0.00% | +10,057 | New |
| Creative Planning | 11,239 | $71.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 11,885 | $75.1K | 0.00% | +382+3.3% | Added |
| Two Sigma Advisers, LP | 12,200 | $77.1K | 0.00% | −7,700−38.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,200 | $96.1K | 0.00% | +15,200 | New |
| Invesco Ltd. | 20,242 | $127.9K | 0.00% | −505−2.4% | Reduced |
| Wells Fargo & Company | 21,769 | $137.6K | 0.00% | +55+0.3% | Added |
| Mariner, LLC | 23,318 | $147.0K | 0.00% | +9,567+69.6% | Added |
| Manufacturers Life Insurance Company, The | 23,305 | $147.3K | 0.00% | −161−0.7% | Reduced |
| California State Teachers Retirement System | 23,822 | $150.6K | 0.00% | +268+1.1% | Added |
| Voya Investment Management LLC | 24,095 | $152.3K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 25,844 | $163.3K | 0.00% | −6,280−19.5% | Reduced |
| American International Group, Inc. | 28,226 | $178.4K | 0.00% | −103−0.4% | Reduced |
| Panagora Asset Management Inc | 29,001 | $183.3K | 0.00% | −6,968−19.4% | Reduced |
| Occudo Quantitative Strategies LP | 29,563 | $186.8K | 0.02% | +29,563 | New |
| M&T Bank Corp | 31,700 | $200.6K | 0.00% | +2,335+8.0% | Added |
| SEI Investments Co | 34,919 | $220.7K | 0.00% | −41,383−54.2% | Reduced |
| New York State Common Retirement Fund | 37,015 | $233.9K | 0.00% | −110.0% | Reduced |
| Deutsche Bank AG | 40,420 | $255.5K | 0.00% | −22−0.1% | Reduced |
| Alliancebernstein L.P. | 42,700 | $269.9K | 0.00% | +9,300+27.8% | Added |
| LPL Financial LLC | 49,561 | $313.2K | 0.00% | −4,098−7.6% | Reduced |
| JPMorgan Chase & Co | 62,599 | $395.0K | 0.00% | +6,033+10.7% | Added |
| UBS Group AG | 71,313 | $450.7K | 0.00% | +40,590+132.1% | Added |
| Royal Bank of Canada | 72,664 | $459.0K | 0.00% | +7,653+11.8% | Added |
| Wesbanco Bank Inc | 75,722 | $479.0K | 0.02% | +75,722 | New |
| Goldman Sachs Group Inc | 77,501 | $489.8K | 0.00% | +23,119+42.5% | Added |
| Morgan Stanley | 81,597 | $515.7K | 0.00% | −5,229−6.0% | Reduced |
| Rhumbline Advisers | 81,727 | $517.0K | 0.00% | −161−0.2% | Reduced |
| Gsa Capital Partners LLP | 82,136 | $519.0K | 0.06% | +40,051+95.2% | Added |
| Janus Henderson Group PLC | 89,772 | $567.4K | 0.00% | +2,974+3.4% | Added |
| Bedel Financial Consulting, Inc. | 94,939 | $600.0K | 0.15% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 95,600 | $604.2K | 0.00% | +8,229+9.4% | Added |
| Kennedy Capital Management, Inc. | 95,869 | $605.9K | 0.02% | −375,269−79.7% | Reduced |
| Barclays PLC | 96,283 | $608.5K | 0.00% | +13,492+16.3% | Added |
| Black Diamond Financial, LLC | 126,735 | $801.0K | 0.29% | −45,100−26.2% | Reduced |
| Beacon Pointe Advisors, LLC | 128,782 | $813.9K | 0.02% | −78,190−37.8% | Reduced |
| Citigroup Inc | 216,650 | $1.37M | 0.00% | −501−0.2% | Reduced |
| Bank of New York Mellon Corp | 247,172 | $1.56M | 0.00% | +57,837+30.5% | Added |
| First Trust Advisors LP | 440,101 | $2.78M | 0.00% | +251,954+133.9% | Added |
| Charles Schwab Investment Management Inc | 457,690 | $2.89M | 0.00% | +13,661+3.1% | Added |
| Northern Trust Corp | 491,270 | $3.10M | 0.00% | +5,864+1.2% | Added |
| AWH Capital, L.P. | 500,000 | $3.16M | 3.93% | 00.0% | Unchanged |
| Bank of America Corp | 623,553 | $3.94M | 0.00% | +1,551+0.2% | Added |
| Putnam Investments LLC | 721,473 | $4.56M | 0.01% | −110,615−13.3% | Reduced |
| Loomis Sayles & Co L P | 759,173 | $4.80M | 0.01% | +186,019+32.5% | Added |
| R.P. Boggs & Co. | 837,815 | $5.29M | 5.55% | −575−0.1% | Reduced |
| State Street Corp | 976,529 | $6.17M | 0.00% | +45,202+4.9% | Added |
| Portolan Capital Management, LLC | 1,041,914 | $6.58M | 0.65% | −142,145−12.0% | Reduced |
| Geode Capital Management, LLC | 1,117,838 | $7.06M | 0.00% | +51,214+4.8% | Added |
| Schroder Investment Management Group | 1,167,745 | $7.38M | 0.01% | +32,628+2.9% | Added |
| ArrowMark Colorado Holdings LLC | 1,172,000 | $7.41M | 0.09% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,202,317 | $7.60M | 0.01% | +174,913+17.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,474,232 | $9.32M | 0.02% | −46,632−3.1% | Reduced |
| Clearbridge Investments, LLC | 2,368,046 | $15.0M | 0.01% | +6,320+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 2,461,882 | $15.6M | 0.03% | −13,972−0.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 3,039,037 | $19.2M | 0.36% | −706,073−18.9% | Reduced |
| Hawkeye Capital Management, LLC | 3,109,430 | $19.7M | 18.09% | −390,570−11.2% | Reduced |
| Vanguard Group Inc | 3,110,413 | $19.7M | 0.00% | +30,495+1.0% | Added |
| Alyeska Investment Group, L.P. | 3,127,740 | $19.8M | 0.20% | −118,924−3.7% | Reduced |
| Canvas Wealth Advisors, LLC | 3,090,550 | $21.0M | 8.80% | +14,677+0.5% | Added |
| BlackRock Inc. | 3,722,115 | $23.5M | 0.00% | +83,225+2.3% | Added |
| Federated Hermes, Inc. | 4,734,720 | $29.9M | 0.08% | 00.0% | Unchanged |
| FMR LLC | 8,977,489 | $56.7M | 0.01% | −100,643−1.1% | Reduced |
| ECP ControlCo, LLC | 25,738,988 | $162.7M | 32.87% | 00.0% | Unchanged |
| Platinum Equity Advisors, LLC | 148,600,000 | $939.2M | 48.40% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 188,969 | – | – | −18,015−8.7% | Reduced |
| 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 |