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, 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
- +5.20M (+2.4%) vs. Q1 2024
- Total value
- $957.5M
- −$289.7M (−23.2%) 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 | $2.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 1,244,364 | $5.41M | 0.00% | −17,334−1.4% | Reduced |
| R.P. Boggs & Co. | 1,357,819 | $5.91M | 3.57% | +40,228+3.1% | Added |
| Gilder Gagnon Howe & Co LLC | 1,489,069 | $6.48M | 0.08% | −195,053−11.6% | Reduced |
| Clearbridge Investments, LLC | 1,874,190 | $8.15M | 0.01% | −43,278−2.3% | Reduced |
| Dimensional Fund Advisors LP | 2,246,060 | $9.77M | 0.00% | +410,895+22.4% | Added |
| Alyeska Investment Group, L.P. | 2,356,870 | $10.3M | 0.06% | +505,570+27.3% | Added |
| Federated Hermes, Inc. | 2,780,000 | $12.1M | 0.03% | −4,476−0.2% | Reduced |
| Vanguard Group Inc | 3,265,397 | $14.2M | 0.00% | +73,657+2.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,331,937 | $14.5M | 0.03% | +3,331,937 | New |
| BlackRock Inc. | 3,739,889 | $16.3M | 0.00% | −70,685−1.9% | Reduced |
| Canvas Wealth Advisors, LLC | 3,546,020 | $17.7M | 5.46% | +58,792+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 4,934,780 | $21.5M | 0.04% | +3,234,586+190.2% | Added |
| ECP ControlCo, LLC | 25,757,628 | $112.0M | 34.61% | +18,640+0.1% | Added |
| Platinum Equity Advisors, LLC | 148,600,000 | $646.4M | 89.33% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −1,817,365−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −912,000−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −819,304−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −337,331−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −134,502−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −108,811−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −64,249−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −63,197−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −45,227−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −44,000−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −34,654−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −31,031−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −27,564−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −22,409−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −20,859−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −15,958−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −15,146−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −12,970−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,049−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −4,959−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −4,959−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,755−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −1,096−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |