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, Q3 2023
Institutional positions in Custom Truck One Source, Inc. as of Sep 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
- 110
- +3 vs. Q2 2023
- Shares held
- 222.5M
- −3.88M (−1.7%) vs. Q2 2023
- Total value
- $1.39B
- −$134.9M (−8.8%) vs. Q2 2023
- New holders
- 12
- 43 more added
- Sold out
- 9
- 37 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC | 148,600,000 | $921.3M | 69.17% | 00.0% | Unchanged |
| ECP ControlCo, LLC | 25,738,988 | $172.5M | 39.53% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,741,662 | $29.4M | 0.08% | +6,046+0.1% | Added |
| BlackRock Inc. | 3,675,179 | $22.8M | 0.00% | +28,854+0.8% | Added |
| Vanguard Group Inc | 3,251,103 | $20.2M | 0.00% | +52,437+1.6% | Added |
| Alyeska Investment Group, L.P. | 3,184,718 | $19.7M | 0.14% | +153,450+5.1% | Added |
| Canvas Wealth Advisors, LLC | 3,257,232 | $19.0M | 7.82% | −5,642−0.2% | Reduced |
| Hawkeye Capital Management, LLC | 2,900,000 | $18.0M | 44.23% | 00.0% | Unchanged |
| FMR LLC | 2,658,773 | $16.5M | 0.00% | −5,482,752−67.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,398,534 | $14.9M | 0.23% | −100,006−4.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,333,943 | $14.5M | 0.03% | −43,767−1.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,156,983 | $13.4M | 0.03% | +185,272+9.4% | Added |
| Clearbridge Investments, LLC | 1,808,888 | $11.2M | 0.01% | −54,674−2.9% | Reduced |
| Schroder Investment Management Group | 1,237,499 | $7.67M | 0.01% | −164,978−11.8% | Reduced |
| Geode Capital Management, LLC | 1,189,218 | $7.37M | 0.00% | +38,043+3.3% | Added |
| ArrowMark Colorado Holdings LLC | 1,099,883 | $6.82M | 0.08% | −72,117−6.2% | Reduced |
| State Street Corp | 1,076,868 | $6.68M | 0.00% | +4,273+0.4% | Added |
| R.P. Boggs & Co. | 994,203 | $6.16M | 4.75% | +48,995+5.2% | Added |
| Portolan Capital Management, LLC | 977,050 | $6.06M | 0.57% | +115,117+13.4% | Added |
| Loomis Sayles & Co L P | 867,306 | $5.38M | 0.01% | +30,795+3.7% | Added |
| Bank of America Corp | 631,579 | $3.92M | 0.00% | −13,371−2.1% | Reduced |
| Putnam Investments LLC | 563,453 | $3.49M | 0.01% | −33,901−5.7% | Reduced |
| JPMorgan Chase & Co | 562,180 | $3.49M | 0.00% | +479,860+582.9% | Added |
| Millennium Management LLC | 559,644 | $3.47M | 0.00% | +509,452+1,015.0% | Added |
| Northern Trust Corp | 512,460 | $3.18M | 0.00% | +18,884+3.8% | Added |
| Charles Schwab Investment Management Inc | 462,534 | $2.87M | 0.00% | +10,826+2.4% | Added |
| Dimensional Fund Advisors LP | 438,852 | $2.72M | 0.00% | +345,324+369.2% | Added |
| First Trust Advisors LP | 386,643 | $2.40M | 0.00% | −9,860−2.5% | Reduced |
| Janus Henderson Group PLC | 277,004 | $1.72M | 0.00% | +48,669+21.3% | Added |
| Two Sigma Investments, LP | 275,570 | $1.71M | 0.00% | +145,752+112.3% | Added |
| Two Sigma Advisers, LP | 244,300 | $1.51M | 0.00% | +229,200+1,517.9% | Added |
| Bank of New York Mellon Corp | 229,823 | $1.42M | 0.00% | +7,299+3.3% | Added |
| Renaissance Technologies LLC | 218,400 | $1.35M | 0.00% | +135,900+164.7% | Added |
| Nuveen Asset Management, LLC | 198,165 | $1.23M | 0.00% | −119−0.1% | Reduced |
| Morgan Stanley | 151,928 | $942.0K | 0.00% | −6,619−4.2% | Reduced |
| Gsa Capital Partners LLP | 141,766 | $879.0K | 0.08% | −50,114−26.1% | Reduced |
| SEI Investments Co | 141,070 | $874.6K | 0.00% | +14,418+11.4% | Added |
| Swiss National Bank | 133,900 | $830.2K | 0.00% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 132,800 | $823.4K | 0.18% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 121,635 | $754.1K | 0.23% | −5,000−3.9% | Reduced |
| State of Wisconsin Investment Board | 107,702 | $667.8K | 0.00% | +6,738+6.7% | Added |
| Invesco Ltd. | 104,528 | $648.1K | 0.00% | +22,652+27.7% | Added |
| Pine Valley Investments Ltd Liability Co | 78,000 | $483.6K | 0.05% | −2,000−2.5% | Reduced |
| Rhumbline Advisers | 75,653 | $469.0K | 0.00% | −944−1.2% | Reduced |
| Goldman Sachs Group Inc | 70,908 | $439.6K | 0.00% | −3,773−5.1% | Reduced |
| Royal Bank of Canada | 68,866 | $427.0K | 0.00% | −94,013−57.7% | Reduced |
| California State Teachers Retirement System | 66,960 | $415.2K | 0.00% | −6,035−8.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 64,323 | $398.8K | 0.00% | +64,323 | New |
| Legal & General Group Plc | 62,546 | $387.8K | 0.00% | +20,237+47.8% | Added |
| Virginia Retirement Systems Et Al | 61,300 | $380.1K | 0.00% | +19,700+47.4% | Added |
| UBS Asset Management Americas Inc | 58,647 | $363.6K | 0.00% | +58,647 | New |
| Alliancebernstein L.P. | 55,300 | $342.9K | 0.00% | +1,560+2.9% | Added |
| Harbour Capital Advisors, LLC | 54,096 | $335.4K | 0.10% | −1,200−2.2% | Reduced |
| New York Life Investment Management LLC | 52,436 | $325.1K | 0.00% | −8,261−13.6% | Reduced |
| Susquehanna International Group, LLP | 49,664 | $307.9K | 0.00% | +12,530+33.7% | Added |
| Bedel Financial Consulting, Inc. | 49,552 | $307.2K | 0.06% | −11,000−18.2% | Reduced |
| Bedel Financial Consulting Inc | 49,552 | $307.2K | 0.06% | +49,552 | New |
| Credit Suisse AG | 48,183 | $298.7K | 0.00% | −3,401−6.6% | Reduced |
| Algert Global LLC | 46,325 | $287.2K | 0.01% | −10,295−18.2% | Reduced |
| Kennedy Capital Management, Inc. | 45,597 | $282.7K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 45,285 | $280.8K | 0.00% | −2,386−5.0% | Reduced |
| Qube Research & Technologies Ltd | 38,265 | $237.2K | 0.00% | −4,810−11.2% | Reduced |
| Visionary Wealth Advisors | 35,000 | $217.0K | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 33,804 | $209.6K | 0.00% | +9,614+39.7% | Added |
| MetLife Investment Management | 31,446 | $195.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 30,053 | $186.3K | 0.00% | −15,716−34.3% | Reduced |
| American International Group, Inc. | 28,316 | $175.6K | 0.00% | +1,007+3.7% | Added |
| Deutsche Bank AG | 28,084 | $174.1K | 0.00% | +4,271+17.9% | Added |
| Quadrature Capital Ltd | 27,239 | $169.0K | 0.00% | +27,239 | New |
| M&T Bank Corp | 26,862 | $166.9K | 0.00% | +918+3.5% | Added |
| Voya Investment Management LLC | 26,210 | $162.5K | 0.00% | +897+3.5% | Added |
| Beacon Pointe Advisors, LLC | 24,072 | $149.2K | 0.00% | −9,000−27.2% | Reduced |
| Mariner, LLC | 23,153 | $143.5K | 0.00% | −5,218−18.4% | Reduced |
| UBS Group AG | 22,570 | $139.9K | 0.00% | +167+0.7% | Added |
| Campbell & CO Investment Adviser LLC | 22,270 | $138.1K | 0.02% | +4,934+28.5% | Added |
| Jane Street Group, LLC | 21,345 | $132.3K | 0.00% | −11,506−35.0% | Reduced |
| Barclays PLC | 21,307 | $132.1K | 0.00% | −4,102−16.1% | Reduced |
| Teza Capital Management LLC | 20,851 | $129.3K | 0.02% | +20,851 | New |
| SG Americas Securities, LLC | 19,563 | $121.0K | 0.00% | +19,563 | New |
| Arizona State Retirement System | 17,517 | $108.6K | 0.00% | +235+1.4% | Added |
| State Board of Administration of Florida Retirement System | 16,220 | $100.6K | 0.00% | +110+0.7% | Added |
| Sherbrooke Park Advisers LLC | 14,315 | $88.8K | 0.03% | +14,315 | New |
| Mercer Global Advisors Inc | 14,156 | $88.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 13,721 | $85.1K | 0.00% | −165−1.2% | Reduced |
| Price T Rowe Associates Inc | 13,170 | $82.0K | 0.00% | +1,069+8.8% | Added |
| American Century Companies Inc | 13,013 | $80.7K | 0.00% | +2,103+19.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $80.7K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 11,922 | $73.9K | 0.00% | −41−0.3% | Reduced |
| Amalgamated Bank | 8,833 | $55.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 8,729 | $54.1K | 0.00% | −147−1.7% | Reduced |
| Aquatic Capital Management LLC | 7,200 | $45.0K | 0.00% | −300−4.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,000 | $31.0K | 0.02% | +2,000+66.7% | Added |
| DekaBank Deutsche Girozentrale | 4,959 | $31.0K | 0.00% | +4,959 | New |
| Lazard Asset Management LLC | 4,959 | $30.0K | 0.00% | +2,682+117.8% | Added |
| Ameritas Investment Partners, Inc. | 4,543 | $28.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,276 | $20.3K | 0.00% | +688+26.6% | Added |
| Metropolitan Life Insurance Co | 3,219 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,683 | $10.4K | 0.00% | +173+11.5% | Added |
| Quantbot Technologies LP | 1,600 | $9.92K | 0.00% | +1,600 | New |