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, 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
- +$96.2M (+6.7%) 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 | $2.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 65 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $272 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 199 | $1.35K | 0.00% | +199 | New |
| Lindbrook Capital, LLC | 218 | $1.48K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 249 | $1.56K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 812 | $5.51K | 0.00% | −246−23.3% | Reduced |
| Citigroup Inc | 2,030 | $13.8K | 0.00% | −214,620−99.1% | Reduced |
| 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 |
| Pathway Financial Advisers, LLC | 3,102 | $21.1K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,219 | $21.9K | 0.00% | −404−11.2% | Reduced |
| State of Wyoming | 4,226 | $28.7K | 0.01% | +4,226 | New |
| Ameritas Investment Partners, Inc. | 4,543 | $30.8K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,000 | $34.0K | 0.00% | −1,500−23.1% | Reduced |
| Legal & General Group Plc | 5,937 | $40.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,849 | $47.0K | 0.00% | −1,344−16.4% | Reduced |
| Aquatic Capital Management LLC | 7,000 | $48.0K | 0.00% | +7,000 | New |
| Lazard Asset Management LLC | 7,282 | $49.0K | 0.00% | +7,282 | New |
| Engineers Gate Manager LP | 10,175 | $69.1K | 0.00% | +10,175 | New |
| Price T Rowe Associates Inc | 11,771 | $80.0K | 0.00% | +1,714+17.0% | Added |
| AQR Capital Management LLC | 11,927 | $81.0K | 0.00% | +42+0.4% | Added |
| Schonfeld Strategic Advisors LLC | 12,900 | $87.6K | 0.00% | −2,300−15.1% | Reduced |
| Creative Planning | 13,845 | $94.0K | 0.00% | +2,606+23.2% | Added |
| Mercer Global Advisors Inc | 14,156 | $96.0K | 0.00% | +14,156 | New |
| Advisor Group Holdings, Inc. | 14,283 | $97.0K | 0.00% | +9,780+217.2% | Added |
| Jane Street Group, LLC | 14,571 | $98.9K | 0.00% | +14,571 | New |
| Nebula Research & Development LLC | 15,255 | $103.6K | 0.18% | +15,255 | New |
| Balyasny Asset Management LLC | 17,689 | $120.1K | 0.00% | +17,689 | New |
| ExodusPoint Capital Management, LP | 18,003 | $122.0K | 0.00% | +18,003 | New |
| California State Teachers Retirement System | 22,186 | $150.6K | 0.00% | −1,636−6.9% | Reduced |
| UBS Group AG | 22,878 | $155.3K | 0.00% | −48,435−67.9% | Reduced |
| Two Sigma Investments, LP | 23,004 | $156.2K | 0.00% | +23,004 | New |
| Manufacturers Life Insurance Company, The | 23,446 | $159.2K | 0.00% | +141+0.6% | Added |
| New York State Common Retirement Fund | 23,615 | $160.3K | 0.00% | −13,400−36.2% | Reduced |
| Voya Investment Management LLC | 24,095 | $163.6K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 26,140 | $177.0K | 0.00% | +2,822+12.1% | Added |
| Occudo Quantitative Strategies LP | 26,364 | $179.0K | 0.02% | −3,199−10.8% | Reduced |
| Harbour Capital Advisors, LLC | 28,596 | $194.2K | 0.06% | +28,596 | New |
| American International Group, Inc. | 28,799 | $195.5K | 0.00% | +573+2.0% | Added |
| Panagora Asset Management Inc | 29,001 | $196.9K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 29,180 | $197.8K | 0.00% | −2,520−7.9% | Reduced |
| Barclays PLC | 30,251 | $205.4K | 0.00% | −66,032−68.6% | Reduced |
| Wells Fargo & Company | 30,584 | $207.7K | 0.00% | +8,815+40.5% | Added |
| SG Americas Securities, LLC | 31,196 | $212.0K | 0.00% | +31,196 | New |
| MetLife Investment Management | 31,446 | $213.5K | 0.00% | +5,602+21.7% | Added |
| Visionary Wealth Advisors | 35,000 | $237.7K | 0.02% | +35,000 | New |
| Alliancebernstein L.P. | 36,700 | $249.2K | 0.00% | −6,000−14.1% | Reduced |
| Renaissance Technologies LLC | 39,271 | $267.0K | 0.00% | +39,271 | New |
| Susquehanna International Group, LLP | 41,511 | $281.9K | 0.00% | +41,511 | New |
| Kennedy Capital Management, Inc. | 45,597 | $309.6K | 0.01% | −50,272−52.4% | Reduced |
| Qube Research & Technologies Ltd | 46,892 | $318.4K | 0.00% | +46,892 | New |
| LPL Financial LLC | 48,588 | $329.9K | 0.00% | −973−2.0% | Reduced |
| Algert Global LLC | 52,330 | $355.3K | 0.02% | +52,330 | New |
| Deutsche Bank AG | 52,917 | $359.3K | 0.00% | +12,497+30.9% | Added |
| Graham Capital Management, L.P. | 61,065 | $414.6K | 0.01% | +61,065 | New |
| Goldman Sachs Group Inc | 68,898 | $467.8K | 0.00% | −8,603−11.1% | Reduced |
| New York Life Investment Management LLC | 70,300 | $477.3K | 0.01% | +70,300 | New |
| Invesco Ltd. | 75,342 | $511.6K | 0.00% | +55,100+272.2% | Added |
| Wesbanco Bank Inc | 75,722 | $514.0K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 77,082 | $524.0K | 0.00% | +14,483+23.1% | Added |
| Janus Henderson Group PLC | 83,638 | $567.9K | 0.00% | −6,134−6.8% | Reduced |
| Beacon Pointe Advisors, LLC | 83,772 | $568.8K | 0.01% | −45,010−35.0% | Reduced |
| Rhumbline Advisers | 86,541 | $588.0K | 0.00% | +4,814+5.9% | Added |
| Pine Valley Investments Ltd Liability Co | 95,000 | $598.5K | 0.09% | +95,000 | New |
| Bedel Financial Consulting, Inc. | 94,939 | $644.6K | 0.16% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 95,600 | $649.1K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 98,351 | $667.8K | 0.00% | +16,754+20.5% | Added |
| Gsa Capital Partners LLP | 98,797 | $671.0K | 0.07% | +16,661+20.3% | Added |
| SEI Investments Co | 111,175 | $754.9K | 0.00% | +76,256+218.4% | Added |
| Black Diamond Financial, LLC | 126,735 | $860.5K | 0.28% | 00.0% | Unchanged |
| Royal Bank of Canada | 152,473 | $1.03M | 0.00% | +79,809+109.8% | Added |
| Nuveen Asset Management, LLC | 204,066 | $1.39M | 0.00% | +15,097+8.0% | Added |
| Bank of New York Mellon Corp | 238,938 | $1.62M | 0.00% | −8,234−3.3% | Reduced |
| Charles Schwab Investment Management Inc | 455,155 | $3.09M | 0.00% | −2,535−0.6% | Reduced |
| Northern Trust Corp | 482,918 | $3.28M | 0.00% | −8,352−1.7% | Reduced |
| AWH Capital, L.P. | 500,000 | $3.40M | 3.46% | 00.0% | Unchanged |
| Citadel Advisors LLC | 528,717 | $3.59M | 0.00% | −673,600−56.0% | Reduced |
| First Trust Advisors LP | 550,375 | $3.74M | 0.00% | +110,274+25.1% | Added |
| Bank of America Corp | 635,549 | $4.32M | 0.00% | +11,996+1.9% | Added |
| Putnam Investments LLC | 651,563 | $4.42M | 0.01% | −69,910−9.7% | Reduced |
| Loomis Sayles & Co L P | 753,871 | $5.12M | 0.01% | −5,302−0.7% | Reduced |
| R.P. Boggs & Co. | 856,696 | $5.82M | 5.29% | +18,881+2.3% | Added |
| Portolan Capital Management, LLC | 1,010,185 | $6.86M | 0.65% | −31,729−3.0% | Reduced |
| State Street Corp | 1,027,637 | $6.98M | 0.00% | +51,108+5.2% | Added |
| Geode Capital Management, LLC | 1,153,038 | $7.83M | 0.00% | +35,200+3.1% | Added |
| ArrowMark Colorado Holdings LLC | 1,172,000 | $7.96M | 0.09% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,396,765 | $9.48M | 0.01% | +229,020+19.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,811,661 | $12.3M | 0.03% | +337,429+22.9% | Added |
| Clearbridge Investments, LLC | 1,844,415 | $12.5M | 0.01% | −523,631−22.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,418,433 | $16.4M | 0.03% | −43,449−1.8% | Reduced |
| Canvas Wealth Advisors, LLC | 2,742,753 | $17.2M | 7.24% | −347,797−11.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,745,602 | $18.6M | 0.31% | −293,435−9.7% | Reduced |
| Alyeska Investment Group, L.P. | 2,810,735 | $19.1M | 0.17% | −317,005−10.1% | Reduced |
| Hawkeye Capital Management, LLC | 2,900,000 | $19.7M | 33.06% | −209,430−6.7% | Reduced |
| Vanguard Group Inc | 3,117,445 | $21.2M | 0.00% | +7,032+0.2% | Added |
| BlackRock Inc. | 3,693,234 | $25.1M | 0.00% | −28,881−0.8% | Reduced |
| Federated Hermes, Inc. | 4,734,720 | $32.1M | 0.08% | 00.0% | Unchanged |
| FMR LLC | 8,955,738 | $60.8M | 0.01% | −21,751−0.2% | Reduced |
| ECP ControlCo, LLC | 25,738,988 | $174.8M | 35.00% | 00.0% | Unchanged |