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, Q1 2023
Institutional positions in Custom Truck One Source, Inc. as of Mar 31, 2023. 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
- 101
- +15 vs. Q4 2022
- Shares held
- 226.3M
- −1.32M (−0.6%) vs. Q4 2022
- Total value
- $1.54B
- +$89.6M (+6.2%) vs. Q4 2022
- New holders
- 22
- 26 more added
- Sold out
- 7
- 34 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC | 148,600,000 | $1.01B | 50.79% | 00.0% | Unchanged |
| ECP ControlCo, LLC | 25,738,988 | $174.8M | 35.00% | 00.0% | Unchanged |
| FMR LLC | 8,955,738 | $60.8M | 0.01% | −21,751−0.2% | Reduced |
| Federated Hermes, Inc. | 4,734,720 | $32.1M | 0.08% | 00.0% | Unchanged |
| BlackRock Inc. | 3,693,234 | $25.1M | 0.00% | −28,881−0.8% | Reduced |
| Vanguard Group Inc | 3,117,445 | $21.2M | 0.00% | +7,032+0.2% | Added |
| Hawkeye Capital Management, LLC | 2,900,000 | $19.7M | 33.06% | −209,430−6.7% | Reduced |
| Alyeska Investment Group, L.P. | 2,810,735 | $19.1M | 0.17% | −317,005−10.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,745,602 | $18.6M | 0.31% | −293,435−9.7% | Reduced |
| Canvas Wealth Advisors, LLC | 2,742,753 | $17.2M | 7.24% | −347,797−11.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,418,433 | $16.4M | 0.03% | −43,449−1.8% | Reduced |
| Clearbridge Investments, LLC | 1,844,415 | $12.5M | 0.01% | −523,631−22.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,811,661 | $12.3M | 0.03% | +337,429+22.9% | Added |
| Schroder Investment Management Group | 1,396,765 | $9.48M | 0.01% | +229,020+19.6% | Added |
| ArrowMark Colorado Holdings LLC | 1,172,000 | $7.96M | 0.09% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,153,038 | $7.83M | 0.00% | +35,200+3.1% | Added |
| State Street Corp | 1,027,637 | $6.98M | 0.00% | +51,108+5.2% | Added |
| Portolan Capital Management, LLC | 1,010,185 | $6.86M | 0.65% | −31,729−3.0% | Reduced |
| R.P. Boggs & Co. | 856,696 | $5.82M | 5.29% | +18,881+2.3% | Added |
| Loomis Sayles & Co L P | 753,871 | $5.12M | 0.01% | −5,302−0.7% | Reduced |
| Putnam Investments LLC | 651,563 | $4.42M | 0.01% | −69,910−9.7% | Reduced |
| Bank of America Corp | 635,549 | $4.32M | 0.00% | +11,996+1.9% | Added |
| First Trust Advisors LP | 550,375 | $3.74M | 0.00% | +110,274+25.1% | Added |
| Citadel Advisors LLC | 528,717 | $3.59M | 0.00% | −673,600−56.0% | Reduced |
| AWH Capital, L.P. | 500,000 | $3.40M | 3.46% | 00.0% | Unchanged |
| Northern Trust Corp | 482,918 | $3.28M | 0.00% | −8,352−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 455,155 | $3.09M | 0.00% | −2,535−0.6% | Reduced |
| Bank of New York Mellon Corp | 238,938 | $1.62M | 0.00% | −8,234−3.3% | Reduced |
| Nuveen Asset Management, LLC | 204,066 | $1.39M | 0.00% | +15,097+8.0% | Added |
| Royal Bank of Canada | 152,473 | $1.03M | 0.00% | +79,809+109.8% | Added |
| Black Diamond Financial, LLC | 126,735 | $860.5K | 0.28% | 00.0% | Unchanged |
| SEI Investments Co | 111,175 | $754.9K | 0.00% | +76,256+218.4% | Added |
| Gsa Capital Partners LLP | 98,797 | $671.0K | 0.07% | +16,661+20.3% | Added |
| Morgan Stanley | 98,351 | $667.8K | 0.00% | +16,754+20.5% | Added |
| State of Wisconsin Investment Board | 95,600 | $649.1K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 94,939 | $644.6K | 0.16% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 95,000 | $598.5K | 0.09% | +95,000 | New |
| Rhumbline Advisers | 86,541 | $588.0K | 0.00% | +4,814+5.9% | Added |
| Beacon Pointe Advisors, LLC | 83,772 | $568.8K | 0.01% | −45,010−35.0% | Reduced |
| Janus Henderson Group PLC | 83,638 | $567.9K | 0.00% | −6,134−6.8% | Reduced |
| JPMorgan Chase & Co | 77,082 | $524.0K | 0.00% | +14,483+23.1% | Added |
| Wesbanco Bank Inc | 75,722 | $514.0K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 75,342 | $511.6K | 0.00% | +55,100+272.2% | Added |
| New York Life Investment Management LLC | 70,300 | $477.3K | 0.01% | +70,300 | New |
| Goldman Sachs Group Inc | 68,898 | $467.8K | 0.00% | −8,603−11.1% | Reduced |
| Graham Capital Management, L.P. | 61,065 | $414.6K | 0.01% | +61,065 | New |
| Deutsche Bank AG | 52,917 | $359.3K | 0.00% | +12,497+30.9% | Added |
| Algert Global LLC | 52,330 | $355.3K | 0.02% | +52,330 | New |
| LPL Financial LLC | 48,588 | $329.9K | 0.00% | −973−2.0% | Reduced |
| Qube Research & Technologies Ltd | 46,892 | $318.4K | 0.00% | +46,892 | New |
| Kennedy Capital Management, Inc. | 45,597 | $309.6K | 0.01% | −50,272−52.4% | Reduced |
| Susquehanna International Group, LLP | 41,511 | $281.9K | 0.00% | +41,511 | New |
| Renaissance Technologies LLC | 39,271 | $267.0K | 0.00% | +39,271 | New |
| Alliancebernstein L.P. | 36,700 | $249.2K | 0.00% | −6,000−14.1% | Reduced |
| Visionary Wealth Advisors | 35,000 | $237.7K | 0.02% | +35,000 | New |
| MetLife Investment Management | 31,446 | $213.5K | 0.00% | +5,602+21.7% | Added |
| SG Americas Securities, LLC | 31,196 | $212.0K | 0.00% | +31,196 | New |
| Wells Fargo & Company | 30,584 | $207.7K | 0.00% | +8,815+40.5% | Added |
| Barclays PLC | 30,251 | $205.4K | 0.00% | −66,032−68.6% | Reduced |
| M&T Bank Corp | 29,180 | $197.8K | 0.00% | −2,520−7.9% | Reduced |
| Panagora Asset Management Inc | 29,001 | $196.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 28,799 | $195.5K | 0.00% | +573+2.0% | Added |
| Harbour Capital Advisors, LLC | 28,596 | $194.2K | 0.06% | +28,596 | New |
| Occudo Quantitative Strategies LP | 26,364 | $179.0K | 0.02% | −3,199−10.8% | Reduced |
| Mariner, LLC | 26,140 | $177.0K | 0.00% | +2,822+12.1% | Added |
| Voya Investment Management LLC | 24,095 | $163.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 23,615 | $160.3K | 0.00% | −13,400−36.2% | Reduced |
| Manufacturers Life Insurance Company, The | 23,446 | $159.2K | 0.00% | +141+0.6% | Added |
| Two Sigma Investments, LP | 23,004 | $156.2K | 0.00% | +23,004 | New |
| UBS Group AG | 22,878 | $155.3K | 0.00% | −48,435−67.9% | Reduced |
| California State Teachers Retirement System | 22,186 | $150.6K | 0.00% | −1,636−6.9% | Reduced |
| ExodusPoint Capital Management, LP | 18,003 | $122.0K | 0.00% | +18,003 | New |
| Balyasny Asset Management LLC | 17,689 | $120.1K | 0.00% | +17,689 | New |
| Nebula Research & Development LLC | 15,255 | $103.6K | 0.18% | +15,255 | New |
| Jane Street Group, LLC | 14,571 | $98.9K | 0.00% | +14,571 | New |
| Advisor Group Holdings, Inc. | 14,283 | $97.0K | 0.00% | +9,780+217.2% | Added |
| Mercer Global Advisors Inc | 14,156 | $96.0K | 0.00% | +14,156 | New |
| Creative Planning | 13,845 | $94.0K | 0.00% | +2,606+23.2% | Added |
| Schonfeld Strategic Advisors LLC | 12,900 | $87.6K | 0.00% | −2,300−15.1% | Reduced |
| AQR Capital Management LLC | 11,927 | $81.0K | 0.00% | +42+0.4% | Added |
| Price T Rowe Associates Inc | 11,771 | $80.0K | 0.00% | +1,714+17.0% | Added |
| Engineers Gate Manager LP | 10,175 | $69.1K | 0.00% | +10,175 | New |
| Lazard Asset Management LLC | 7,282 | $49.0K | 0.00% | +7,282 | New |
| Aquatic Capital Management LLC | 7,000 | $48.0K | 0.00% | +7,000 | New |
| Amalgamated Bank | 6,849 | $47.0K | 0.00% | −1,344−16.4% | Reduced |
| Legal & General Group Plc | 5,937 | $40.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,000 | $34.0K | 0.00% | −1,500−23.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,543 | $30.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,226 | $28.7K | 0.01% | +4,226 | New |
| Metropolitan Life Insurance Co | 3,219 | $21.9K | 0.00% | −404−11.2% | Reduced |
| Pathway Financial Advisers, LLC | 3,102 | $21.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,578 | $18.0K | 0.00% | −203−7.3% | Reduced |
| Simplex Trading, LLC | 2,795 | $18.0K | 0.00% | +2,795 | New |
| Citigroup Inc | 2,030 | $13.8K | 0.00% | −214,620−99.1% | Reduced |
| Private Trust Co NA | 812 | $5.51K | 0.00% | −246−23.3% | Reduced |
| Global Retirement Partners, LLC | 249 | $1.56K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 218 | $1.48K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 199 | $1.35K | 0.00% | +199 | New |
| Wolff Wiese Magana LLC | 40 | $272 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 65 | $0 | 0.00% | 00.0% | Unchanged |