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, Q2 2024
Institutional positions in Custom Truck One Source, Inc. as of Jun 30, 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
- 114
- −5 vs. Q1 2024
- Shares held
- 219.6M
- +4.72M (+2.2%) vs. Q1 2024
- Total value
- $957.7M
- −$292.6M (−23.4%) vs. Q1 2024
- New holders
- 23
- 45 more added
- Sold out
- 28
- 29 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC | 148,600,000 | $646.4M | 89.33% | 00.0% | Unchanged |
| ECP ControlCo, LLC | 25,757,628 | $112.0M | 34.61% | +18,640+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 4,934,780 | $21.5M | 0.04% | +3,234,586+190.2% | Added |
| Canvas Wealth Advisors, LLC | 3,546,020 | $17.7M | 5.46% | +58,792+1.7% | Added |
| BlackRock Inc. | 3,739,889 | $16.3M | 0.00% | −70,685−1.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,331,937 | $14.5M | 0.03% | +3,331,937 | New |
| Vanguard Group Inc | 3,265,397 | $14.2M | 0.00% | +73,657+2.3% | Added |
| Federated Hermes, Inc. | 2,780,000 | $12.1M | 0.03% | −4,476−0.2% | Reduced |
| Alyeska Investment Group, L.P. | 2,356,870 | $10.3M | 0.06% | +505,570+27.3% | Added |
| Dimensional Fund Advisors LP | 2,246,060 | $9.77M | 0.00% | +410,895+22.4% | Added |
| Clearbridge Investments, LLC | 1,874,190 | $8.15M | 0.01% | −43,278−2.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 1,489,069 | $6.48M | 0.08% | −195,053−11.6% | Reduced |
| R.P. Boggs & Co. | 1,357,819 | $5.91M | 3.57% | +40,228+3.1% | Added |
| Geode Capital Management, LLC | 1,244,364 | $5.41M | 0.00% | −17,334−1.4% | Reduced |
| State Street Corp | 1,230,467 | $5.35M | 0.00% | +42,113+3.5% | Added |
| Heartland Advisors Inc | 1,200,000 | $5.22M | 0.29% | +777,953+184.3% | Added |
| Portolan Capital Management, LLC | 1,186,380 | $5.16M | 0.42% | −57,902−4.7% | Reduced |
| Kennedy Capital Management, Inc. | 778,611 | $3.39M | 0.07% | +733,014+1,607.6% | Added |
| Loomis Sayles & Co L P | 775,090 | $3.37M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 608,427 | $2.65M | 0.00% | −2,352−0.4% | Reduced |
| First Trust Advisors LP | 568,373 | $2.47M | 0.00% | +209,778+58.5% | Added |
| Northern Trust Corp | 507,189 | $2.21M | 0.00% | −23,774−4.5% | Reduced |
| Maven Securities LTD | 500,000 | $2.17M | 0.34% | +500,000 | New |
| Fuller & Thaler Asset Management, Inc. | 483,700 | $2.10M | 0.01% | +483,700 | New |
| Charles Schwab Investment Management Inc | 474,214 | $2.06M | 0.00% | +1,256+0.3% | Added |
| Gsa Capital Partners LLP | 438,119 | $1.91M | 0.13% | +152,309+53.3% | Added |
| First Eagle Investment Management, LLC | 305,338 | $1.33M | 0.00% | +305,338 | New |
| Bank of New York Mellon Corp | 266,415 | $1.16M | 0.00% | +11,964+4.7% | Added |
| Morgan Stanley | 232,928 | $1.01M | 0.00% | −497,452−68.1% | Reduced |
| Paloma Partners Management Co | 217,904 | $947.9K | 0.08% | +12,904+6.3% | Added |
| Two Sigma Advisers, LP | 174,700 | $759.9K | 0.00% | −201,000−53.5% | Reduced |
| Algert Global LLC | 163,463 | $711.1K | 0.02% | −103,240−38.7% | Reduced |
| Register Financial Advisors LLC | 162,800 | $708.2K | 0.36% | −16,500−9.2% | Reduced |
| Sendero Wealth Management, LLC | 162,800 | $708.2K | 0.12% | +10,000+6.5% | Added |
| Nuveen Asset Management, LLC | 154,702 | $673.0K | 0.00% | −322,260−67.6% | Reduced |
| Black Diamond Financial, LLC | 141,735 | $616.5K | 0.12% | +20,100+16.5% | Added |
| Swiss National Bank | 121,300 | $527.7K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 114,388 | $497.6K | 0.00% | +16,407+16.7% | Added |
| Two Sigma Investments, LP | 111,341 | $484.3K | 0.00% | −308,658−73.5% | Reduced |
| SEI Investments Co | 111,286 | $484.1K | 0.00% | −12,817−10.3% | Reduced |
| Mariner, LLC | 107,779 | $468.8K | 0.00% | +66,083+158.5% | Added |
| Alliancebernstein L.P. | 100,590 | $437.6K | 0.00% | +26,760+36.2% | Added |
| JPMorgan Chase & Co | 94,746 | $412.1K | 0.00% | +3,918+4.3% | Added |
| UBS Asset Management Americas Inc | 94,720 | $412.0K | 0.00% | +20,467+27.6% | Added |
| Royal Bank of Canada | 85,613 | $373.0K | 0.00% | +3,546+4.3% | Added |
| Goldman Sachs Group Inc | 85,711 | $372.8K | 0.00% | +24,144+39.2% | Added |
| Jane Street Group, LLC | 85,277 | $371.0K | 0.00% | +74,696+705.9% | Added |
| Jump Financial, LLC | 85,000 | $369.8K | 0.01% | +52,500+161.5% | Added |
| Rhumbline Advisers | 78,388 | $341.0K | 0.00% | +1,665+2.2% | Added |
| Pine Valley Investments Ltd Liability Co | 68,000 | $295.8K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 58,656 | $255.2K | 0.00% | −230−0.4% | Reduced |
| California State Teachers Retirement System | 57,899 | $251.9K | 0.00% | −2,185−3.6% | Reduced |
| Quadrature Capital Ltd | 57,121 | $247.6K | 0.00% | +35,356+162.4% | Added |
| Janus Henderson Group PLC | 53,100 | $230.7K | 0.00% | −238,085−81.8% | Reduced |
| LPL Financial LLC | 47,482 | $206.5K | 0.00% | +1,001+2.2% | Added |
| Wells Fargo & Company | 40,637 | $176.8K | 0.00% | +533+1.3% | Added |
| Manufacturers Life Insurance Company, The | 37,212 | $161.9K | 0.00% | +1,410+3.9% | Added |
| Nebula Research & Development LLC | 35,955 | $156.4K | 0.03% | +11,484+46.9% | Added |
| Visionary Wealth Advisors | 35,000 | $152.3K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 31,891 | $138.7K | 0.00% | +31,891 | New |
| Creative Planning | 30,602 | $133.1K | 0.00% | +11,141+57.2% | Added |
| Envestnet Asset Management Inc | 30,117 | $131.0K | 0.00% | −2,821−8.6% | Reduced |
| MetLife Investment Management | 30,072 | $130.8K | 0.00% | +5,106+20.5% | Added |
| M&T Bank Corp | 28,576 | $124.3K | 0.00% | +132+0.5% | Added |
| UBS Group AG | 27,733 | $120.6K | 0.00% | −23,307−45.7% | Reduced |
| D. E. Shaw & Co., Inc. | 27,507 | $119.7K | 0.00% | −6,956−20.2% | Reduced |
| Corebridge Financial, Inc. | 27,445 | $119.4K | 0.00% | +27,445 | New |
| Stoneridge Investment Partners LLC | 24,722 | $108.0K | 0.04% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 24,265 | $105.6K | 0.00% | +24,265 | New |
| Squarepoint Ops LLC | 21,685 | $94.3K | 0.00% | +21,685 | New |
| Voya Investment Management LLC | 20,316 | $88.4K | 0.00% | 00.0% | Unchanged |
| Terry L. Blaker | 20,000 | $87.0K | 0.00% | +20,000 | New |
| Brevan Howard Capital Management LP | 19,847 | $86.3K | 0.01% | +7,054+55.1% | Added |
| Barclays PLC | 18,801 | $81.8K | 0.00% | −32,711−63.5% | Reduced |
| Susquehanna International Group, LLP | 17,303 | $75.3K | 0.00% | +6,843+65.4% | Added |
| EntryPoint Capital, LLC | 17,178 | $74.7K | 0.03% | +17,178 | New |
| Arizona State Retirement System | 16,816 | $73.2K | 0.00% | +129+0.8% | Added |
| Price T Rowe Associates Inc | 16,395 | $72.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,220 | $70.6K | 0.00% | +16,220 | New |
| Arbor Wealth Advisors LLC | 15,260 | $66.4K | 0.07% | 00.0% | Unchanged |
| Citigroup Inc | 13,258 | $57.7K | 0.00% | +2,573+24.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $56.6K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 13,000 | $56.5K | 0.00% | −1,156−8.2% | Reduced |
| Victory Capital Management Inc | 10,781 | $46.9K | 0.00% | +10,781 | New |
| Cetera Investment Advisers | 10,440 | $45.4K | 0.00% | −2,619−20.1% | Reduced |
| Raymond James & Associates | 10,266 | $44.7K | 0.00% | +10,266 | New |
| Stifel Financial Corp | 10,040 | $43.7K | 0.00% | +10,040 | New |
| Koshinski Asset Management, Inc. | 10,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 8,872 | $38.6K | 0.00% | −40.0% | Reduced |
| State of Wyoming | 7,410 | $32.2K | 0.01% | +7,410 | New |
| Tower Research Capital LLC (TRC) | 7,406 | $32.2K | 0.00% | +5,489+286.3% | Added |
| Innealta Capital, LLC | 5,203 | $22.6K | 0.01% | +5,203 | New |
| Ameritas Investment Partners, Inc. | 4,543 | $19.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,161 | $9.40K | 0.00% | −13,815−86.5% | Reduced |
| Amalgamated Bank | 2,091 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,873 | $8.15K | 0.00% | +873+87.3% | Added |
| Advisor Group Holdings, Inc. | 1,269 | $5.52K | 0.00% | +194+18.0% | Added |
| Russell Investments Group, Ltd. | 843 | $3.67K | 0.00% | −6,457−88.5% | Reduced |
| Private Trust Co NA | 717 | $3.12K | 0.00% | −95−11.7% | Reduced |
| Deutsche Bank AG | 642 | $2.79K | 0.00% | −28,655−97.8% | Reduced |