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, Q2 2023
Institutional positions in Custom Truck One Source, Inc. as of Jun 30, 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
- 107
- +7 vs. Q1 2023
- Shares held
- 226.4M
- −9.38M (−4.0%) vs. Q1 2023
- Total value
- $1.53B
- −$73.3M (−4.6%) vs. Q1 2023
- New holders
- 18
- 40 more added
- Sold out
- 11
- 33 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC | 148,600,000 | $1.00B | 42.88% | 00.0% | Unchanged |
| ECP ControlCo, LLC | 25,738,988 | $173.5M | 34.95% | 00.0% | Unchanged |
| FMR LLC | 8,141,525 | $54.9M | 0.00% | −9,769,951−54.5% | Reduced |
| Federated Hermes, Inc. | 4,735,616 | $31.9M | 0.08% | +8960.0% | Added |
| BlackRock Inc. | 3,646,325 | $24.6M | 0.00% | −46,909−1.3% | Reduced |
| Canvas Wealth Advisors, LLC | 3,262,874 | $22.3M | 8.26% | +520,121+19.0% | Added |
| Vanguard Group Inc | 3,198,666 | $21.6M | 0.00% | +81,221+2.6% | Added |
| Alyeska Investment Group, L.P. | 3,031,268 | $20.4M | 0.16% | +220,533+7.8% | Added |
| Hawkeye Capital Management, LLC | 2,900,000 | $19.5M | 36.83% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 2,498,540 | $16.8M | 0.23% | −247,062−9.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,377,710 | $16.0M | 0.03% | −40,723−1.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,971,711 | $13.3M | 0.03% | +160,050+8.8% | Added |
| Clearbridge Investments, LLC | 1,863,562 | $12.6M | 0.01% | +19,147+1.0% | Added |
| Schroder Investment Management Group | 1,402,477 | $9.45M | 0.01% | +5,712+0.4% | Added |
| ArrowMark Colorado Holdings LLC | 1,172,000 | $7.90M | 0.09% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,151,175 | $7.76M | 0.00% | −1,863−0.2% | Reduced |
| State Street Corp | 1,072,595 | $7.23M | 0.00% | +44,958+4.4% | Added |
| R.P. Boggs & Co. | 945,208 | $6.37M | 5.08% | +88,512+10.3% | Added |
| Portolan Capital Management, LLC | 861,933 | $5.81M | 0.51% | −148,252−14.7% | Reduced |
| Loomis Sayles & Co L P | 836,511 | $5.64M | 0.01% | +82,640+11.0% | Added |
| Bank of America Corp | 644,950 | $4.35M | 0.00% | +9,401+1.5% | Added |
| Putnam Investments LLC | 597,354 | $4.03M | 0.01% | −54,209−8.3% | Reduced |
| Northern Trust Corp | 493,576 | $3.33M | 0.00% | +10,658+2.2% | Added |
| Charles Schwab Investment Management Inc | 451,708 | $3.04M | 0.00% | −3,447−0.8% | Reduced |
| First Trust Advisors LP | 396,503 | $2.67M | 0.00% | −153,872−28.0% | Reduced |
| AWH Capital, L.P. | 270,000 | $1.82M | 1.60% | −730,000−73.0% | Reduced |
| Janus Henderson Group PLC | 228,335 | $1.54M | 0.00% | +144,697+173.0% | Added |
| Bank of New York Mellon Corp | 222,524 | $1.50M | 0.00% | −16,414−6.9% | Reduced |
| Nuveen Asset Management, LLC | 198,284 | $1.34M | 0.00% | −5,782−2.8% | Reduced |
| Gsa Capital Partners LLP | 191,880 | $1.29M | 0.13% | +93,083+94.2% | Added |
| Citadel Advisors LLC | 164,798 | $1.11M | 0.00% | −363,919−68.8% | Reduced |
| Royal Bank of Canada | 162,879 | $1.10M | 0.00% | +10,406+6.8% | Added |
| Morgan Stanley | 158,547 | $1.07M | 0.00% | +60,196+61.2% | Added |
| Swiss National Bank | 133,900 | $902.5K | 0.00% | +133,900 | New |
| Sendero Wealth Management, LLC | 132,800 | $895.1K | 0.20% | +132,800 | New |
| Two Sigma Investments, LP | 129,818 | $875.0K | 0.00% | +106,814+464.3% | Added |
| SEI Investments Co | 126,652 | $853.6K | 0.00% | +15,477+13.9% | Added |
| Black Diamond Financial, LLC | 126,635 | $853.5K | 0.25% | −100−0.1% | Reduced |
| State of Wisconsin Investment Board | 100,964 | $680.5K | 0.00% | +5,364+5.6% | Added |
| Dimensional Fund Advisors LP | 93,528 | $630.3K | 0.00% | +93,528 | New |
| Renaissance Technologies LLC | 82,500 | $556.0K | 0.00% | +43,229+110.1% | Added |
| JPMorgan Chase & Co | 82,320 | $554.8K | 0.00% | +5,238+6.8% | Added |
| Invesco Ltd. | 81,876 | $551.8K | 0.00% | +6,534+8.7% | Added |
| Pine Valley Investments Ltd Liability Co | 80,000 | $539.2K | 0.05% | −15,000−15.8% | Reduced |
| Rhumbline Advisers | 76,597 | $516.3K | 0.00% | −9,944−11.5% | Reduced |
| Goldman Sachs Group Inc | 74,681 | $503.4K | 0.00% | +5,783+8.4% | Added |
| California State Teachers Retirement System | 72,995 | $492.0K | 0.00% | +50,809+229.0% | Added |
| New York Life Investment Management LLC | 60,697 | $409.1K | 0.00% | −9,603−13.7% | Reduced |
| Bedel Financial Consulting, Inc. | 60,552 | $408.1K | 0.09% | −34,387−36.2% | Reduced |
| Algert Global LLC | 56,620 | $381.6K | 0.02% | +4,290+8.2% | Added |
| Harbour Capital Advisors, LLC | 55,296 | $373.2K | 0.11% | +26,700+93.4% | Added |
| Alliancebernstein L.P. | 53,740 | $362.2K | 0.00% | +17,040+46.4% | Added |
| Credit Suisse AG | 51,584 | $347.7K | 0.00% | +51,584 | New |
| Millennium Management LLC | 50,192 | $338.3K | 0.00% | +50,192 | New |
| LPL Financial LLC | 47,671 | $321.3K | 0.00% | −917−1.9% | Reduced |
| ExodusPoint Capital Management, LP | 46,615 | $314.0K | 0.00% | +28,612+158.9% | Added |
| Wells Fargo & Company | 45,769 | $308.5K | 0.00% | +15,185+49.7% | Added |
| Kennedy Capital Management, Inc. | 45,597 | $307.3K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 43,075 | $290.3K | 0.00% | −3,817−8.1% | Reduced |
| Legal & General Group Plc | 42,309 | $285.2K | 0.00% | +36,372+612.6% | Added |
| Virginia Retirement Systems Et Al | 41,600 | $280.4K | 0.00% | +41,600 | New |
| XTX Topco Ltd | 41,496 | $279.7K | 0.05% | +41,496 | New |
| Susquehanna International Group, LLP | 37,134 | $250.3K | 0.00% | −4,377−10.5% | Reduced |
| Visionary Wealth Advisors | 35,000 | $235.9K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 33,072 | $222.9K | 0.00% | −50,700−60.5% | Reduced |
| Jane Street Group, LLC | 32,851 | $221.4K | 0.00% | +18,280+125.5% | Added |
| Jump Financial, LLC | 32,707 | $220.4K | 0.01% | +32,707 | New |
| MetLife Investment Management | 31,446 | $211.9K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 28,371 | $191.2K | 0.00% | +2,231+8.5% | Added |
| American International Group, Inc. | 27,309 | $184.1K | 0.00% | −1,490−5.2% | Reduced |
| M&T Bank Corp | 25,944 | $174.7K | 0.00% | −3,236−11.1% | Reduced |
| Barclays PLC | 25,409 | $171.3K | 0.00% | −4,842−16.0% | Reduced |
| Voya Investment Management LLC | 25,313 | $170.6K | 0.00% | +1,218+5.1% | Added |
| Manufacturers Life Insurance Company, The | 24,190 | $163.0K | 0.00% | +744+3.2% | Added |
| Citigroup Inc | 24,030 | $162.0K | 0.00% | +22,000+1,083.7% | Added |
| Deutsche Bank AG | 23,813 | $160.5K | 0.00% | −29,104−55.0% | Reduced |
| UBS Group AG | 22,403 | $151.0K | 0.00% | −475−2.1% | Reduced |
| Trexquant Investment LP | 22,260 | $150.0K | 0.00% | +22,260 | New |
| HRT Financial LP | 21,217 | $143.0K | 0.00% | +21,217 | New |
| Campbell & CO Investment Adviser LLC | 17,336 | $116.8K | 0.02% | +17,336 | New |
| Arizona State Retirement System | 17,282 | $116.5K | 0.00% | +17,282 | New |
| State Board of Administration of Florida Retirement System | 16,110 | $108.6K | 0.00% | +16,110 | New |
| Two Sigma Advisers, LP | 15,100 | $101.8K | 0.00% | +15,100 | New |
| Mercer Global Advisors Inc | 14,156 | $95.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 13,886 | $93.6K | 0.00% | +41+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $87.7K | 0.00% | +13,010 | New |
| Price T Rowe Associates Inc | 12,101 | $82.0K | 0.00% | +330+2.8% | Added |
| AQR Capital Management LLC | 11,963 | $80.6K | 0.00% | +36+0.3% | Added |
| American Century Companies Inc | 10,910 | $73.5K | 0.00% | +10,910 | New |
| Engineers Gate Manager LP | 10,089 | $68.0K | 0.00% | −86−0.8% | Reduced |
| Amalgamated Bank | 8,833 | $60.0K | 0.00% | +1,984+29.0% | Added |
| New York State Common Retirement Fund | 8,876 | $59.8K | 0.00% | −14,739−62.4% | Reduced |
| Aquatic Capital Management LLC | 7,500 | $51.0K | 0.00% | +500+7.1% | Added |
| Cary Street Partner Investment Advisory LLC | 5,000 | $33.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,543 | $30.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,219 | $21.7K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 3,000 | $20.2K | 0.01% | +3,000 | New |
| Advisor Group Holdings, Inc. | 2,588 | $17.4K | 0.00% | −11,695−81.9% | Reduced |
| Lazard Asset Management LLC | 2,277 | $15.0K | 0.00% | −5,005−68.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,510 | $10.2K | 0.00% | −1,068−41.4% | Reduced |