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, Q1 2024
Institutional positions in Custom Truck One Source, Inc. as of Mar 31, 2024. 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
- 120
- +6 vs. Q4 2023
- Shares held
- 214.4M
- −1.35M (−0.6%) vs. Q4 2023
- Total value
- $1.25B
- −$86.3M (−6.5%) vs. Q4 2023
- New holders
- 20
- 36 more added
- Sold out
- 14
- 44 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC | 148,600,000 | $864.9M | 86.74% | 00.0% | Unchanged |
| ECP ControlCo, LLC | 25,738,988 | $149.8M | 41.30% | 00.0% | Unchanged |
| BlackRock Inc. | 3,810,574 | $22.2M | 0.00% | −125,253−3.2% | Reduced |
| Vanguard Group Inc | 3,191,740 | $18.6M | 0.00% | +80,740+2.6% | Added |
| Canvas Wealth Advisors, LLC | 3,487,228 | $18.2M | 6.13% | +73,986+2.2% | Added |
| Federated Hermes, Inc. | 2,784,476 | $16.2M | 0.04% | −1,957,036−41.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,817,365 | $12.0M | 0.03% | −320,176−15.0% | Reduced |
| Clearbridge Investments, LLC | 1,917,468 | $11.2M | 0.01% | +38,575+2.1% | Added |
| Alyeska Investment Group, L.P. | 1,851,300 | $10.8M | 0.07% | −115,683−5.9% | Reduced |
| Dimensional Fund Advisors LP | 1,835,165 | $10.7M | 0.00% | +672,351+57.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,700,194 | $9.90M | 0.02% | −172,823−9.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 1,684,122 | $9.80M | 0.12% | −476,742−22.1% | Reduced |
| R.P. Boggs & Co. | 1,317,591 | $7.67M | 4.47% | −2300.0% | Reduced |
| Geode Capital Management, LLC | 1,261,698 | $7.34M | 0.00% | +6,975+0.6% | Added |
| Portolan Capital Management, LLC | 1,244,282 | $7.24M | 0.55% | +202,027+19.4% | Added |
| State Street Corp | 1,188,354 | $6.92M | 0.00% | +31,700+2.7% | Added |
| ArrowMark Colorado Holdings LLC | 912,000 | $5.31M | 0.06% | −90,000−9.0% | Reduced |
| Schroder Investment Management Group | 819,304 | $4.77M | 0.01% | −363,099−30.7% | Reduced |
| Loomis Sayles & Co L P | 775,090 | $4.51M | 0.01% | −3620.0% | Reduced |
| Bank of America Corp | 610,779 | $3.55M | 0.00% | +30,806+5.3% | Added |
| Northern Trust Corp | 530,963 | $3.09M | 0.00% | −20,007−3.6% | Reduced |
| Nuveen Asset Management, LLC | 476,962 | $2.78M | 0.00% | +276,905+138.4% | Added |
| Charles Schwab Investment Management Inc | 472,958 | $2.75M | 0.00% | +16,704+3.7% | Added |
| Heartland Advisors Inc | 422,047 | $2.46M | 0.13% | +422,047 | New |
| Two Sigma Investments, LP | 419,999 | $2.44M | 0.01% | +206,552+96.8% | Added |
| Two Sigma Advisers, LP | 375,700 | $2.19M | 0.01% | +136,700+57.2% | Added |
| First Trust Advisors LP | 358,595 | $2.09M | 0.00% | −32,096−8.2% | Reduced |
| Millennium Management LLC | 337,331 | $1.96M | 0.00% | +145,186+75.6% | Added |
| Janus Henderson Group PLC | 291,185 | $1.69M | 0.00% | −11,649−3.8% | Reduced |
| Gsa Capital Partners LLP | 285,810 | $1.66M | 0.13% | +93,267+48.4% | Added |
| Algert Global LLC | 266,703 | $1.55M | 0.06% | +154,398+137.5% | Added |
| Bank of New York Mellon Corp | 254,451 | $1.48M | 0.00% | −17,741−6.5% | Reduced |
| Morgan Stanley | 243,460 | $1.42M | 0.00% | −96,390−28.4% | Reduced |
| Paloma Partners Management Co | 205,000 | $1.19M | 0.17% | +205,000 | New |
| Register Financial Advisors LLC | 179,300 | $1.04M | 0.54% | +144,200+410.8% | Added |
| Sendero Wealth Management, LLC | 152,800 | $889.3K | 0.15% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 134,502 | $782.8K | 0.00% | +33,977+33.8% | Added |
| Black Diamond Financial, LLC | 121,635 | $751.7K | 0.20% | 00.0% | Unchanged |
| SEI Investments Co | 124,103 | $722.3K | 0.00% | −11,732−8.6% | Reduced |
| Swiss National Bank | 121,300 | $706.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 108,811 | $633.3K | 0.00% | +108,811 | New |
| Invesco Ltd. | 97,981 | $570.2K | 0.00% | +18,930+23.9% | Added |
| Royal Bank of Canada | 82,067 | $477.0K | 0.00% | −15,795−16.1% | Reduced |
| Rhumbline Advisers | 76,723 | $446.5K | 0.00% | +1,522+2.0% | Added |
| UBS Asset Management Americas Inc | 74,253 | $432.2K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 73,830 | $429.7K | 0.00% | +16,200+28.1% | Added |
| Pine Valley Investments Ltd Liability Co | 68,000 | $395.8K | 0.03% | −5,000−6.8% | Reduced |
| New York Life Investment Management LLC | 64,249 | $373.9K | 0.00% | +12,993+25.3% | Added |
| Balyasny Asset Management LLC | 63,197 | $367.8K | 0.00% | +63,197 | New |
| Goldman Sachs Group Inc | 61,567 | $358.3K | 0.00% | −5,174−7.8% | Reduced |
| California State Teachers Retirement System | 60,084 | $349.7K | 0.00% | −4,003−6.2% | Reduced |
| Legal & General Group Plc | 58,886 | $342.7K | 0.00% | −3,465−5.6% | Reduced |
| Barclays PLC | 51,512 | $299.8K | 0.00% | −38,796−43.0% | Reduced |
| UBS Group AG | 51,040 | $297.1K | 0.00% | −20,453−28.6% | Reduced |
| LPL Financial LLC | 46,481 | $270.5K | 0.00% | +1,127+2.5% | Added |
| Kennedy Capital Management, Inc. | 45,597 | $265.4K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 45,414 | $264.3K | 0.00% | −31,523−41.0% | Reduced |
| Bedel Financial Consulting, Inc. | 45,227 | $263.2K | 0.04% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 44,000 | $256.0K | 0.00% | −193,300−81.5% | Reduced |
| Credit Suisse AG | 42,167 | $245.4K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 41,696 | $242.7K | 0.00% | +10,921+35.5% | Added |
| Wells Fargo & Company | 40,104 | $233.4K | 0.00% | +4,223+11.8% | Added |
| Manufacturers Life Insurance Company, The | 35,802 | $208.4K | 0.00% | +3,860+12.1% | Added |
| Visionary Wealth Advisors | 35,000 | $203.7K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 34,654 | $201.7K | 0.02% | −13,062−27.4% | Reduced |
| D. E. Shaw & Co., Inc. | 34,463 | $200.6K | 0.00% | +4,492+15.0% | Added |
| Envestnet Asset Management Inc | 32,938 | $191.7K | 0.00% | +32,938 | New |
| Jump Financial, LLC | 32,500 | $189.2K | 0.01% | −46,794−59.0% | Reduced |
| Sherbrooke Park Advisers LLC | 31,031 | $180.6K | 0.04% | +12,962+71.7% | Added |
| Deutsche Bank AG | 29,297 | $170.5K | 0.00% | +1,939+7.1% | Added |
| M&T Bank Corp | 28,444 | $165.2K | 0.00% | −1,045−3.5% | Reduced |
| American International Group, Inc. | 27,564 | $160.4K | 0.00% | −638−2.3% | Reduced |
| MetLife Investment Management | 24,966 | $145.3K | 0.00% | −6,480−20.6% | Reduced |
| Stoneridge Investment Partners LLC | 24,722 | $144.0K | 0.05% | +24,722 | New |
| Nebula Research & Development LLC | 24,471 | $142.4K | 0.03% | +24,471 | New |
| Aristides Capital LLC | 22,409 | $130.4K | 0.06% | +22,409 | New |
| Quadrature Capital Ltd | 21,765 | $126.6K | 0.00% | −8,110−27.1% | Reduced |
| American Century Companies Inc | 20,859 | $121.4K | 0.00% | −234−1.1% | Reduced |
| Voya Investment Management LLC | 20,316 | $118.2K | 0.00% | −5,894−22.5% | Reduced |
| Creative Planning | 19,461 | $113.3K | 0.00% | +252+1.3% | Added |
| Arizona State Retirement System | 16,687 | $97.1K | 0.00% | −523−3.0% | Reduced |
| Price T Rowe Associates Inc | 16,395 | $96.0K | 0.00% | +2,882+21.3% | Added |
| FMR LLC | 15,976 | $93.0K | 0.00% | +14,804+1,263.1% | Added |
| Citadel Advisors LLC | 15,958 | $92.9K | 0.00% | −115,345−87.8% | Reduced |
| Arbor Wealth Advisors LLC | 15,260 | $88.8K | 0.08% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 15,146 | $88.2K | 0.00% | +12,684+515.2% | Added |
| Point72 Asset Management, L.P. | 14,200 | $82.6K | 0.00% | +14,200 | New |
| Mercer Global Advisors Inc | 14,156 | $82.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,059 | $76.0K | 0.00% | +13,059 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $75.7K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 12,970 | $75.5K | 0.04% | +12,970 | New |
| Brevan Howard Capital Management LP | 12,793 | $74.5K | 0.01% | +1,011+8.6% | Added |
| Citigroup Inc | 10,685 | $62.2K | 0.00% | +1,510+16.5% | Added |
| Jane Street Group, LLC | 10,581 | $61.6K | 0.00% | −16,892−61.5% | Reduced |
| Susquehanna International Group, LLP | 10,460 | $60.9K | 0.00% | −24,298−69.9% | Reduced |
| ProShare Advisors LLC | 10,049 | $58.5K | 0.00% | +10,049 | New |
| Koshinski Asset Management, Inc. | 10,000 | $58.2K | 0.01% | +10,000 | New |
| New York State Common Retirement Fund | 8,876 | $51.7K | 0.00% | −18−0.2% | Reduced |
| Russell Investments Group, Ltd. | 7,300 | $42.5K | 0.00% | +7,300 | New |
| DekaBank Deutsche Girozentrale | 4,959 | $29.0K | 0.00% | 00.0% | Unchanged |