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, 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
- +77.8K (0.0%) vs. Q1 2023
- Total value
- $1.53B
- −$9.08M (−0.6%) 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 | $2.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 30 | $0 | 0.00% | −1−3.2% | Reduced |
| Wolff Wiese Magana LLC | 40 | $270 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 65 | $438 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 218 | $1.47K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 249 | $1.68K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 357 | $2.00K | 0.00% | +357 | New |
| Private Trust Co NA | 812 | $5.47K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,510 | $10.2K | 0.00% | −1,068−41.4% | Reduced |
| Lazard Asset Management LLC | 2,277 | $15.0K | 0.00% | −5,005−68.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,588 | $17.4K | 0.00% | −11,695−81.9% | Reduced |
| Register Financial Advisors LLC | 3,000 | $20.2K | 0.01% | +3,000 | New |
| Metropolitan Life Insurance Co | 3,219 | $21.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,543 | $30.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,000 | $33.7K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 7,500 | $51.0K | 0.00% | +500+7.1% | Added |
| New York State Common Retirement Fund | 8,876 | $59.8K | 0.00% | −14,739−62.4% | Reduced |
| Amalgamated Bank | 8,833 | $60.0K | 0.00% | +1,984+29.0% | Added |
| Engineers Gate Manager LP | 10,089 | $68.0K | 0.00% | −86−0.8% | Reduced |
| American Century Companies Inc | 10,910 | $73.5K | 0.00% | +10,910 | New |
| AQR Capital Management LLC | 11,963 | $80.6K | 0.00% | +36+0.3% | Added |
| Price T Rowe Associates Inc | 12,101 | $82.0K | 0.00% | +330+2.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $87.7K | 0.00% | +13,010 | New |
| Creative Planning | 13,886 | $93.6K | 0.00% | +41+0.3% | Added |
| Mercer Global Advisors Inc | 14,156 | $95.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 15,100 | $101.8K | 0.00% | +15,100 | New |
| State Board of Administration of Florida Retirement System | 16,110 | $108.6K | 0.00% | +16,110 | New |
| Arizona State Retirement System | 17,282 | $116.5K | 0.00% | +17,282 | New |
| Campbell & CO Investment Adviser LLC | 17,336 | $116.8K | 0.02% | +17,336 | New |
| HRT Financial LP | 21,217 | $143.0K | 0.00% | +21,217 | New |
| Trexquant Investment LP | 22,260 | $150.0K | 0.00% | +22,260 | New |
| UBS Group AG | 22,403 | $151.0K | 0.00% | −475−2.1% | Reduced |
| Deutsche Bank AG | 23,813 | $160.5K | 0.00% | −29,104−55.0% | Reduced |
| Citigroup Inc | 24,030 | $162.0K | 0.00% | +22,000+1,083.7% | Added |
| Manufacturers Life Insurance Company, The | 24,190 | $163.0K | 0.00% | +744+3.2% | Added |
| Voya Investment Management LLC | 25,313 | $170.6K | 0.00% | +1,218+5.1% | Added |
| Barclays PLC | 25,409 | $171.3K | 0.00% | −4,842−16.0% | Reduced |
| M&T Bank Corp | 25,944 | $174.7K | 0.00% | −3,236−11.1% | Reduced |
| American International Group, Inc. | 27,309 | $184.1K | 0.00% | −1,490−5.2% | Reduced |
| Mariner, LLC | 28,371 | $191.2K | 0.00% | +2,231+8.5% | Added |
| MetLife Investment Management | 31,446 | $211.9K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 32,707 | $220.4K | 0.01% | +32,707 | New |
| Jane Street Group, LLC | 32,851 | $221.4K | 0.00% | +18,280+125.5% | Added |
| Beacon Pointe Advisors, LLC | 33,072 | $222.9K | 0.00% | −50,700−60.5% | Reduced |
| Visionary Wealth Advisors | 35,000 | $235.9K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 37,134 | $250.3K | 0.00% | −4,377−10.5% | Reduced |
| XTX Topco Ltd | 41,496 | $279.7K | 0.05% | +41,496 | New |
| Virginia Retirement Systems Et Al | 41,600 | $280.4K | 0.00% | +41,600 | New |
| Legal & General Group Plc | 42,309 | $285.2K | 0.00% | +36,372+612.6% | Added |
| Qube Research & Technologies Ltd | 43,075 | $290.3K | 0.00% | −3,817−8.1% | Reduced |
| Kennedy Capital Management, Inc. | 45,597 | $307.3K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 45,769 | $308.5K | 0.00% | +15,185+49.7% | Added |
| ExodusPoint Capital Management, LP | 46,615 | $314.0K | 0.00% | +28,612+158.9% | Added |
| LPL Financial LLC | 47,671 | $321.3K | 0.00% | −917−1.9% | Reduced |
| Millennium Management LLC | 50,192 | $338.3K | 0.00% | +50,192 | New |
| Credit Suisse AG | 51,584 | $347.7K | 0.00% | +51,584 | New |
| Alliancebernstein L.P. | 53,740 | $362.2K | 0.00% | +17,040+46.4% | Added |
| Harbour Capital Advisors, LLC | 55,296 | $373.2K | 0.11% | +26,700+93.4% | Added |
| Algert Global LLC | 56,620 | $381.6K | 0.02% | +4,290+8.2% | Added |
| Bedel Financial Consulting, Inc. | 60,552 | $408.1K | 0.09% | −34,387−36.2% | Reduced |
| New York Life Investment Management LLC | 60,697 | $409.1K | 0.00% | −9,603−13.7% | Reduced |
| California State Teachers Retirement System | 72,995 | $492.0K | 0.00% | +50,809+229.0% | Added |
| Goldman Sachs Group Inc | 74,681 | $503.4K | 0.00% | +5,783+8.4% | Added |
| Rhumbline Advisers | 76,597 | $516.3K | 0.00% | −9,944−11.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 80,000 | $539.2K | 0.05% | −15,000−15.8% | Reduced |
| Invesco Ltd. | 81,876 | $551.8K | 0.00% | +6,534+8.7% | Added |
| JPMorgan Chase & Co | 82,320 | $554.8K | 0.00% | +5,238+6.8% | Added |
| Renaissance Technologies LLC | 82,500 | $556.0K | 0.00% | +43,229+110.1% | Added |
| Dimensional Fund Advisors LP | 93,528 | $630.3K | 0.00% | +93,528 | New |
| State of Wisconsin Investment Board | 100,964 | $680.5K | 0.00% | +5,364+5.6% | Added |
| Black Diamond Financial, LLC | 126,635 | $853.5K | 0.25% | −100−0.1% | Reduced |
| SEI Investments Co | 126,652 | $853.6K | 0.00% | +15,477+13.9% | Added |
| Two Sigma Investments, LP | 129,818 | $875.0K | 0.00% | +106,814+464.3% | Added |
| Sendero Wealth Management, LLC | 132,800 | $895.1K | 0.20% | +132,800 | New |
| Swiss National Bank | 133,900 | $902.5K | 0.00% | +133,900 | New |
| Morgan Stanley | 158,547 | $1.07M | 0.00% | +60,196+61.2% | Added |
| Royal Bank of Canada | 162,879 | $1.10M | 0.00% | +10,406+6.8% | Added |
| Citadel Advisors LLC | 164,798 | $1.11M | 0.00% | −363,919−68.8% | Reduced |
| Gsa Capital Partners LLP | 191,880 | $1.29M | 0.13% | +93,083+94.2% | Added |
| Nuveen Asset Management, LLC | 198,284 | $1.34M | 0.00% | −5,782−2.8% | Reduced |
| Bank of New York Mellon Corp | 222,524 | $1.50M | 0.00% | −16,414−6.9% | Reduced |
| Janus Henderson Group PLC | 228,335 | $1.54M | 0.00% | +144,697+173.0% | Added |
| AWH Capital, L.P. | 270,000 | $1.82M | 1.60% | −230,000−46.0% | Reduced |
| First Trust Advisors LP | 396,503 | $2.67M | 0.00% | −153,872−28.0% | Reduced |
| Charles Schwab Investment Management Inc | 451,708 | $3.04M | 0.00% | −3,447−0.8% | Reduced |
| Northern Trust Corp | 493,576 | $3.33M | 0.00% | +10,658+2.2% | Added |
| Putnam Investments LLC | 597,354 | $4.03M | 0.01% | −54,209−8.3% | Reduced |
| Bank of America Corp | 644,950 | $4.35M | 0.00% | +9,401+1.5% | Added |
| Loomis Sayles & Co L P | 836,511 | $5.64M | 0.01% | +82,640+11.0% | Added |
| Portolan Capital Management, LLC | 861,933 | $5.81M | 0.51% | −148,252−14.7% | Reduced |
| R.P. Boggs & Co. | 945,208 | $6.37M | 5.08% | +88,512+10.3% | Added |
| State Street Corp | 1,072,595 | $7.23M | 0.00% | +44,958+4.4% | Added |
| Geode Capital Management, LLC | 1,151,175 | $7.76M | 0.00% | −1,863−0.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 1,172,000 | $7.90M | 0.09% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,402,477 | $9.45M | 0.01% | +5,712+0.4% | Added |
| Clearbridge Investments, LLC | 1,863,562 | $12.6M | 0.01% | +19,147+1.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,971,711 | $13.3M | 0.03% | +160,050+8.8% | Added |
| Allspring Global Investments Holdings, LLC | 2,377,710 | $16.0M | 0.03% | −40,723−1.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,498,540 | $16.8M | 0.23% | −247,062−9.0% | Reduced |
| Hawkeye Capital Management, LLC | 2,900,000 | $19.5M | 36.83% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 3,031,268 | $20.4M | 0.16% | +220,533+7.8% | Added |