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, Q4 2023
Institutional positions in Custom Truck One Source, Inc. as of Dec 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
- 115
- +8 vs. Q3 2023
- Shares held
- 216.8M
- −2.67M (−1.2%) vs. Q3 2023
- Total value
- $1.34B
- −$32.4M (−2.4%) vs. Q3 2023
- New holders
- 16
- 44 more added
- Sold out
- 8
- 37 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC | 148,600,000 | $918.3M | 63.90% | 00.0% | Unchanged |
| ECP ControlCo, LLC | 25,738,988 | $159.1M | 34.54% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,741,512 | $29.3M | 0.07% | −1500.0% | Reduced |
| BlackRock Inc. | 3,935,827 | $24.3M | 0.00% | +260,648+7.1% | Added |
| Canvas Wealth Advisors, LLC | 3,413,242 | $21.3M | 7.74% | +156,010+4.8% | Added |
| Vanguard Group Inc | 3,111,000 | $19.2M | 0.00% | −140,103−4.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,160,864 | $13.4M | 0.18% | −237,670−9.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,137,541 | $13.2M | 0.03% | −19,442−0.9% | Reduced |
| Alyeska Investment Group, L.P. | 1,966,983 | $12.2M | 0.08% | −1,217,735−38.2% | Reduced |
| Clearbridge Investments, LLC | 1,878,893 | $11.6M | 0.01% | +70,005+3.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,873,017 | $11.6M | 0.02% | −460,926−19.7% | Reduced |
| R.P. Boggs & Co. | 1,317,821 | $8.14M | 5.72% | +323,618+32.6% | Added |
| Geode Capital Management, LLC | 1,254,723 | $7.76M | 0.00% | +65,505+5.5% | Added |
| Schroder Investment Management Group | 1,182,403 | $7.31M | 0.01% | −55,096−4.5% | Reduced |
| Dimensional Fund Advisors LP | 1,162,814 | $7.19M | 0.00% | +723,962+165.0% | Added |
| State Street Corp | 1,156,654 | $7.15M | 0.00% | +79,786+7.4% | Added |
| Portolan Capital Management, LLC | 1,042,255 | $6.44M | 0.56% | +65,205+6.7% | Added |
| ArrowMark Colorado Holdings LLC | 1,002,000 | $6.19M | 0.07% | −97,883−8.9% | Reduced |
| Loomis Sayles & Co L P | 775,452 | $4.79M | 0.01% | −91,854−10.6% | Reduced |
| Morgan Stanley | 679,700 | $4.20M | 0.00% | +527,772+347.4% | Added |
| Putnam Investments LLC | 633,823 | $3.92M | 0.01% | +70,370+12.5% | Added |
| Bank of America Corp | 579,973 | $3.58M | 0.00% | −51,606−8.2% | Reduced |
| Northern Trust Corp | 550,970 | $3.40M | 0.00% | +38,510+7.5% | Added |
| Charles Schwab Investment Management Inc | 456,254 | $2.82M | 0.00% | −6,280−1.4% | Reduced |
| First Trust Advisors LP | 390,691 | $2.41M | 0.00% | +4,048+1.0% | Added |
| Janus Henderson Group PLC | 302,834 | $1.87M | 0.00% | +25,830+9.3% | Added |
| Bank of New York Mellon Corp | 272,192 | $1.68M | 0.00% | +42,369+18.4% | Added |
| Two Sigma Advisers, LP | 239,000 | $1.48M | 0.00% | −5,300−2.2% | Reduced |
| Renaissance Technologies LLC | 237,300 | $1.47M | 0.00% | +18,900+8.7% | Added |
| Two Sigma Investments, LP | 213,447 | $1.32M | 0.00% | −62,123−22.5% | Reduced |
| Nuveen Asset Management, LLC | 200,057 | $1.24M | 0.00% | +1,892+1.0% | Added |
| Gsa Capital Partners LLP | 192,543 | $1.19M | 0.10% | +50,777+35.8% | Added |
| Millennium Management LLC | 192,145 | $1.19M | 0.00% | −367,499−65.7% | Reduced |
| JPMorgan Chase & Co | 153,874 | $950.9K | 0.00% | −408,306−72.6% | Reduced |
| Sendero Wealth Management, LLC | 152,800 | $944.3K | 0.18% | +20,000+15.1% | Added |
| SEI Investments Co | 135,835 | $839.5K | 0.00% | −5,235−3.7% | Reduced |
| Citadel Advisors LLC | 131,303 | $811.5K | 0.00% | +131,303 | New |
| Black Diamond Financial, LLC | 121,635 | $751.7K | 0.20% | 00.0% | Unchanged |
| Swiss National Bank | 121,300 | $749.6K | 0.00% | −12,600−9.4% | Reduced |
| Algert Global LLC | 112,305 | $694.0K | 0.03% | +65,980+142.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 100,525 | $621.2K | 0.00% | +36,202+56.3% | Added |
| Royal Bank of Canada | 97,862 | $605.0K | 0.00% | +28,996+42.1% | Added |
| Barclays PLC | 90,308 | $558.1K | 0.00% | +69,001+323.8% | Added |
| SG Americas Securities, LLC | 84,169 | $520.0K | 0.01% | +64,606+330.2% | Added |
| State of Wisconsin Investment Board | 81,138 | $501.4K | 0.00% | −26,564−24.7% | Reduced |
| Jump Financial, LLC | 79,294 | $490.0K | 0.02% | +79,294 | New |
| Invesco Ltd. | 79,051 | $488.5K | 0.00% | −25,477−24.4% | Reduced |
| Rhumbline Advisers | 75,201 | $464.7K | 0.00% | −452−0.6% | Reduced |
| UBS Asset Management Americas Inc | 74,253 | $458.9K | 0.00% | +15,606+26.6% | Added |
| Pine Valley Investments Ltd Liability Co | 73,000 | $451.1K | 0.04% | −5,000−6.4% | Reduced |
| UBS Group AG | 71,493 | $441.8K | 0.00% | +48,923+216.8% | Added |
| Goldman Sachs Group Inc | 66,741 | $412.5K | 0.00% | −4,167−5.9% | Reduced |
| California State Teachers Retirement System | 64,087 | $396.1K | 0.00% | −2,873−4.3% | Reduced |
| Legal & General Group Plc | 62,351 | $385.3K | 0.00% | −195−0.3% | Reduced |
| Alliancebernstein L.P. | 57,630 | $356.2K | 0.00% | +2,330+4.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 53,652 | $331.6K | 0.01% | +53,652 | New |
| New York Life Investment Management LLC | 51,256 | $316.8K | 0.00% | −1,180−2.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 47,716 | $294.9K | 0.03% | +25,446+114.3% | Added |
| Kennedy Capital Management, Inc. | 45,597 | $281.8K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 45,354 | $280.3K | 0.00% | +69+0.2% | Added |
| Bedel Financial Consulting, Inc. | 45,227 | $279.5K | 0.05% | −4,325−8.7% | Reduced |
| Credit Suisse AG | 42,167 | $260.6K | 0.00% | −6,016−12.5% | Reduced |
| Wells Fargo & Company | 35,881 | $221.7K | 0.00% | +5,828+19.4% | Added |
| Register Financial Advisors LLC | 35,100 | $216.9K | 0.15% | +30,100+602.0% | Added |
| Visionary Wealth Advisors | 35,000 | $216.3K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 34,758 | $214.8K | 0.00% | −14,906−30.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 34,747 | $214.7K | 0.02% | +34,747 | New |
| Manufacturers Life Insurance Company, The | 31,942 | $197.4K | 0.00% | −1,862−5.5% | Reduced |
| MetLife Investment Management | 31,446 | $194.3K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 30,775 | $190.2K | 0.00% | +7,622+32.9% | Added |
| D. E. Shaw & Co., Inc. | 29,971 | $185.2K | 0.00% | +29,971 | New |
| Quadrature Capital Ltd | 29,875 | $184.2K | 0.00% | +2,636+9.7% | Added |
| M&T Bank Corp | 29,489 | $182.6K | 0.00% | +2,627+9.8% | Added |
| American International Group, Inc. | 28,202 | $174.3K | 0.00% | −114−0.4% | Reduced |
| PDT Partners, LLC | 27,970 | $172.9K | 0.02% | +27,970 | New |
| Jane Street Group, LLC | 27,473 | $169.8K | 0.00% | +6,128+28.7% | Added |
| Deutsche Bank AG | 27,358 | $169.1K | 0.00% | −726−2.6% | Reduced |
| Voya Investment Management LLC | 26,210 | $162.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 21,093 | $130.4K | 0.00% | +8,080+62.1% | Added |
| Axq Capital, LP | 20,035 | $123.8K | 0.03% | +20,035 | New |
| XTX Topco Ltd | 19,733 | $122.0K | 0.03% | +19,733 | New |
| Creative Planning | 19,209 | $118.7K | 0.00% | +5,488+40.0% | Added |
| AQR Capital Management LLC | 18,457 | $114.1K | 0.00% | +6,535+54.8% | Added |
| Sherbrooke Park Advisers LLC | 18,069 | $111.7K | 0.05% | +3,754+26.2% | Added |
| Arizona State Retirement System | 17,210 | $106.4K | 0.00% | −307−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 16,220 | $100.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,011 | $98.9K | 0.00% | +14,328+851.3% | Added |
| Arbor Wealth Advisors LLC | 15,260 | $94.3K | 0.10% | +15,260 | New |
| Mercer Global Advisors Inc | 14,156 | $87.0K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 13,870 | $85.7K | 0.03% | +13,870 | New |
| Price T Rowe Associates Inc | 13,513 | $84.0K | 0.00% | +343+2.6% | Added |
| Graham Capital Management, L.P. | 13,072 | $80.8K | 0.00% | +13,072 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $80.4K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 11,782 | $72.8K | 0.01% | +11,782 | New |
| Citigroup Inc | 9,175 | $56.7K | 0.00% | +8,573+1,424.1% | Added |
| Aquatic Capital Management LLC | 9,100 | $56.0K | 0.00% | +1,900+26.4% | Added |
| New York State Common Retirement Fund | 8,894 | $55.0K | 0.00% | +165+1.9% | Added |
| Amalgamated Bank | 8,211 | $51.0K | 0.00% | −622−7.0% | Reduced |
| EntryPoint Capital, LLC | 5,384 | $33.3K | 0.03% | +5,384 | New |
| DekaBank Deutsche Girozentrale | 4,959 | $31.0K | 0.00% | 00.0% | Unchanged |