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, Q3 2024
Institutional positions in Custom Truck One Source, Inc. as of Sep 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
- 122
- +9 vs. Q2 2024
- Shares held
- 220.3M
- +4.41M (+2.0%) vs. Q2 2024
- Total value
- $760.9M
- −$180.5M (−19.2%) vs. Q2 2024
- New holders
- 22
- 35 more added
- Sold out
- 13
- 43 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC | 148,600,000 | $512.7M | 86.69% | 00.0% | Unchanged |
| ECP ControlCo, LLC | 23,384,879 | $80.7M | 24.55% | −2,372,749−9.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,715,225 | $16.3M | 0.03% | −219,555−4.4% | Reduced |
| Canvas Wealth Advisors, LLC | 3,804,610 | $13.1M | 3.62% | +258,590+7.3% | Added |
| BlackRock, Inc. | 3,802,300 | $13.1M | 0.00% | +3,802,300 | New |
| T. Rowe Price Investment Management, Inc. | 3,611,644 | $12.5M | 0.01% | +3,611,644 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,405,676 | $11.7M | 0.03% | +73,739+2.2% | Added |
| Vanguard Group Inc | 3,311,284 | $11.4M | 0.00% | +45,887+1.4% | Added |
| Dimensional Fund Advisors LP | 2,704,849 | $9.33M | 0.00% | +458,789+20.4% | Added |
| Federated Hermes, Inc. | 2,380,000 | $8.21M | 0.02% | −400,000−14.4% | Reduced |
| Alyeska Investment Group, L.P. | 2,052,896 | $7.08M | 0.04% | −303,974−12.9% | Reduced |
| Clearbridge Investments, LLC | 1,860,598 | $6.42M | 0.01% | −13,592−0.7% | Reduced |
| Black Diamond Financial, LLC | 1,427,000 | $5.77M | 0.98% | +1,285,265+906.8% | Added |
| R.P. Boggs & Co. | 1,355,137 | $4.68M | 2.96% | −2,682−0.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 1,328,558 | $4.58M | 0.05% | −160,511−10.8% | Reduced |
| State Street Corp | 1,229,621 | $4.24M | 0.00% | −846−0.1% | Reduced |
| Geode Capital Management, LLC | 1,202,892 | $4.15M | 0.00% | −41,472−3.3% | Reduced |
| JPMorgan Chase & Co | 984,822 | $3.40M | 0.00% | +890,076+939.4% | Added |
| Heartland Advisors Inc | 950,000 | $3.28M | 0.17% | −250,000−20.8% | Reduced |
| First Trust Advisors LP | 704,849 | $2.43M | 0.00% | +136,476+24.0% | Added |
| Kennedy Capital Management, Inc. | 646,620 | $2.23M | 0.05% | −131,991−17.0% | Reduced |
| Bank of America Corp | 620,220 | $2.14M | 0.00% | +11,793+1.9% | Added |
| Portolan Capital Management, LLC | 574,300 | $1.98M | 0.14% | −612,080−51.6% | Reduced |
| Northern Trust Corp | 485,254 | $1.67M | 0.00% | −21,935−4.3% | Reduced |
| Charles Schwab Investment Management Inc | 446,464 | $1.54M | 0.00% | −27,750−5.9% | Reduced |
| Morgan Stanley | 387,592 | $1.34M | 0.00% | +154,664+66.4% | Added |
| Citadel Advisors LLC | 374,366 | $1.29M | 0.00% | +374,366 | New |
| Gsa Capital Partners LLP | 277,545 | $958.0K | 0.07% | −160,574−36.7% | Reduced |
| Paloma Partners Management Co | 256,146 | $883.7K | 0.05% | +38,242+17.5% | Added |
| Bank of New York Mellon Corp | 225,678 | $778.6K | 0.00% | −40,737−15.3% | Reduced |
| Nuveen Asset Management, LLC | 165,752 | $571.8K | 0.00% | +11,050+7.1% | Added |
| Sendero Wealth Management, LLC | 162,800 | $561.7K | 0.09% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 160,175 | $552.6K | 0.00% | +74,464+86.9% | Added |
| Register Financial Advisors LLC | 138,800 | $478.9K | 0.25% | −24,000−14.7% | Reduced |
| SEI Investments Co | 128,725 | $444.1K | 0.00% | +17,439+15.7% | Added |
| Swiss National Bank | 117,400 | $405.0K | 0.00% | −3,900−3.2% | Reduced |
| TD Asset Management Inc | 110,048 | $396.2K | 0.00% | +110,048 | New |
| UBS Asset Management Americas Inc | 109,626 | $378.2K | 0.00% | +14,906+15.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 108,800 | $375.4K | 0.00% | −374,900−77.5% | Reduced |
| Invesco Ltd. | 98,007 | $338.1K | 0.00% | −16,381−14.3% | Reduced |
| Jane Street Group, LLC | 89,432 | $308.5K | 0.00% | +4,155+4.9% | Added |
| Barclays PLC | 84,526 | $291.6K | 0.00% | +65,725+349.6% | Added |
| Alliancebernstein L.P. | 84,090 | $290.1K | 0.00% | −16,500−16.4% | Reduced |
| Mariner, LLC | 82,058 | $283.1K | 0.00% | −25,721−23.9% | Reduced |
| Rhumbline Advisers | 71,601 | $247.0K | 0.00% | −6,787−8.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 68,000 | $234.6K | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 63,000 | $217.3K | 0.00% | +63,000 | New |
| Legal & General Group Plc | 58,396 | $201.5K | 0.00% | −260−0.4% | Reduced |
| Two Sigma Advisers, LP | 57,400 | $198.0K | 0.00% | −117,300−67.1% | Reduced |
| California State Teachers Retirement System | 56,150 | $193.7K | 0.00% | −1,749−3.0% | Reduced |
| Citigroup Inc | 56,135 | $193.7K | 0.00% | +42,877+323.4% | Added |
| Janus Henderson Group PLC | 53,100 | $182.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 49,405 | $170.4K | 0.00% | +32,102+185.5% | Added |
| LPL Financial LLC | 48,051 | $165.8K | 0.00% | +569+1.2% | Added |
| Nebula Research & Development LLC | 43,167 | $148.9K | 0.02% | +7,212+20.1% | Added |
| Millennium Management LLC | 41,275 | $142.4K | 0.00% | +41,275 | New |
| Squarepoint Ops LLC | 40,906 | $141.1K | 0.00% | +19,221+88.6% | Added |
| D. E. Shaw & Co., Inc. | 40,634 | $140.2K | 0.00% | +13,127+47.7% | Added |
| Biondo Investment Advisors, LLC | 40,000 | $138.0K | 0.02% | +40,000 | New |
| Aquatic Capital Management LLC | 39,600 | $136.6K | 0.00% | +39,600 | New |
| Royal Bank of Canada | 38,957 | $134.0K | 0.00% | −46,656−54.5% | Reduced |
| Wells Fargo & Company | 38,706 | $133.5K | 0.00% | −1,931−4.8% | Reduced |
| Manufacturers Life Insurance Company, The | 35,764 | $123.4K | 0.00% | −1,448−3.9% | Reduced |
| Visionary Wealth Advisors | 35,000 | $120.8K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 32,303 | $111.4K | 0.00% | +4,570+16.5% | Added |
| Envestnet Asset Management Inc | 31,130 | $107.4K | 0.00% | +1,013+3.4% | Added |
| D.A. Davidson & Co. | 29,240 | $100.9K | 0.00% | +4,975+20.5% | Added |
| FMR LLC | 28,846 | $99.5K | 0.00% | +26,685+1,234.8% | Added |
| Acadian Asset Management LLC | 27,867 | $96.0K | 0.00% | +27,867 | New |
| Corebridge Financial, Inc. | 27,276 | $94.1K | 0.00% | −169−0.6% | Reduced |
| M&T Bank Corp | 26,757 | $92.2K | 0.00% | −1,819−6.4% | Reduced |
| EntryPoint Capital, LLC | 25,244 | $87.1K | 0.05% | +8,066+47.0% | Added |
| Stoneridge Investment Partners LLC | 24,857 | $86.0K | 0.03% | +135+0.5% | Added |
| Sherbrooke Park Advisers LLC | 24,445 | $84.3K | 0.02% | +24,445 | New |
| Voya Investment Management LLC | 20,531 | $70.8K | 0.00% | +215+1.1% | Added |
| Terry L. Blaker | 20,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 18,891 | $65.1K | 0.00% | −38,230−66.9% | Reduced |
| SG Americas Securities, LLC | 18,610 | $64.0K | 0.00% | +18,610 | New |
| Creative Planning | 18,235 | $62.9K | 0.00% | −12,367−40.4% | Reduced |
| Arizona State Retirement System | 17,307 | $59.7K | 0.00% | +491+2.9% | Added |
| Price T Rowe Associates Inc | 16,395 | $57.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 16,233 | $56.0K | 0.00% | +16,233 | New |
| State Board of Administration of Florida Retirement System | 16,220 | $56.0K | 0.00% | 00.0% | Unchanged |
| Arbor Wealth Advisors LLC | 15,260 | $52.6K | 0.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $44.9K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 13,000 | $42.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 12,012 | $41.4K | 0.00% | −18,060−60.1% | Reduced |
| Cetera Investment Advisers | 10,227 | $35.3K | 0.00% | −213−2.0% | Reduced |
| Raymond James & Associates | 10,216 | $35.2K | 0.00% | −50−0.5% | Reduced |
| Stifel Financial Corp | 10,034 | $34.6K | 0.00% | −6−0.1% | Reduced |
| Koshinski Asset Management, Inc. | 10,000 | $34.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 8,872 | $30.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,350 | $18.5K | 0.00% | +5,350 | New |
| Ameritas Investment Partners, Inc. | 4,543 | $15.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,847 | $13.3K | 0.00% | +3,847 | New |
| GWM Advisors LLC | 2,675 | $9.23K | 0.00% | +2,675 | New |
| Advisor Group Holdings, Inc. | 2,159 | $7.45K | 0.00% | +890+70.1% | Added |
| Amalgamated Bank | 2,091 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,937 | $7.00K | 0.00% | +1,540+387.9% | Added |
| Tower Research Capital LLC (TRC) | 2,028 | $7.00K | 0.00% | −5,378−72.6% | Reduced |