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, 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
- 216.4M
- −3.09M (−1.4%) vs. Q3 2023
- Total value
- $1.34B
- −$35.0M (−2.5%) 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 | $2.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,162,814 | $7.19M | 0.00% | +723,962+165.0% | Added |
| Schroder Investment Management Group | 1,182,403 | $7.31M | 0.01% | −55,096−4.5% | Reduced |
| Geode Capital Management, LLC | 1,254,723 | $7.76M | 0.00% | +65,505+5.5% | Added |
| R.P. Boggs & Co. | 1,317,821 | $8.14M | 5.72% | +323,618+32.6% | Added |
| Allspring Global Investments Holdings, LLC | 1,873,017 | $11.6M | 0.02% | −460,926−19.7% | Reduced |
| Clearbridge Investments, LLC | 1,878,893 | $11.6M | 0.01% | +70,005+3.9% | Added |
| Alyeska Investment Group, L.P. | 1,966,983 | $12.2M | 0.08% | −1,217,735−38.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,137,541 | $13.2M | 0.03% | −19,442−0.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,160,864 | $13.4M | 0.18% | −237,670−9.9% | Reduced |
| Vanguard Group Inc | 3,111,000 | $19.2M | 0.00% | −140,103−4.3% | Reduced |
| Canvas Wealth Advisors, LLC | 3,413,242 | $21.3M | 7.74% | +156,010+4.8% | Added |
| BlackRock Inc. | 3,935,827 | $24.3M | 0.00% | +260,648+7.1% | Added |
| Federated Hermes, Inc. | 4,741,512 | $29.3M | 0.07% | −1500.0% | Reduced |
| ECP ControlCo, LLC | 25,738,988 | $159.1M | 34.54% | 00.0% | Unchanged |
| Platinum Equity Advisors, LLC | 148,600,000 | $918.3M | 63.90% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −54,096−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −24,072−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −20,851−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −357−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Hawkeye Capital Management, LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Bedel Financial Consulting Inc | – | – | – | – | Not filed |