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, 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 | $2.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Bank of America Corp | 610,779 | $3.55M | 0.00% | +30,806+5.3% | Added |
| Loomis Sayles & Co L P | 775,090 | $4.51M | 0.01% | −3620.0% | Reduced |
| Schroder Investment Management Group | 819,304 | $4.77M | 0.01% | −363,099−30.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 912,000 | $5.31M | 0.06% | −90,000−9.0% | Reduced |
| State Street Corp | 1,188,354 | $6.92M | 0.00% | +31,700+2.7% | Added |
| Portolan Capital Management, LLC | 1,244,282 | $7.24M | 0.55% | +202,027+19.4% | Added |
| Geode Capital Management, LLC | 1,261,698 | $7.34M | 0.00% | +6,975+0.6% | Added |
| R.P. Boggs & Co. | 1,317,591 | $7.67M | 4.47% | −2300.0% | Reduced |
| Gilder Gagnon Howe & Co LLC | 1,684,122 | $9.80M | 0.12% | −476,742−22.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,700,194 | $9.90M | 0.02% | −172,823−9.2% | Reduced |
| Dimensional Fund Advisors LP | 1,835,165 | $10.7M | 0.00% | +672,351+57.8% | Added |
| Alyeska Investment Group, L.P. | 1,851,300 | $10.8M | 0.07% | −115,683−5.9% | Reduced |
| Clearbridge Investments, LLC | 1,917,468 | $11.2M | 0.01% | +38,575+2.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,817,365 | $12.0M | 0.03% | −320,176−15.0% | Reduced |
| Federated Hermes, Inc. | 2,784,476 | $16.2M | 0.04% | −1,957,036−41.3% | Reduced |
| Canvas Wealth Advisors, LLC | 3,487,228 | $18.2M | 6.13% | +73,986+2.2% | Added |
| Vanguard Group Inc | 3,191,740 | $18.6M | 0.00% | +80,740+2.6% | Added |
| BlackRock Inc. | 3,810,574 | $22.2M | 0.00% | −125,253−3.2% | Reduced |
| ECP ControlCo, LLC | 25,738,988 | $149.8M | 41.30% | 00.0% | Unchanged |
| Platinum Equity Advisors, LLC | 148,600,000 | $864.9M | 86.74% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −84,169−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −81,138−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −53,652−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −34,747−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −27,970−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −20,035−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −19,733−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −18,457−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −16,220−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −13,870−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −13,072−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −5,384−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |