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, 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
- 219.8M
- +3.96M (+1.8%) vs. Q2 2024
- Total value
- $759.2M
- −$182.0M (−19.3%) 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 | $2.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Portolan Capital Management, LLC | 574,300 | $1.98M | 0.14% | −612,080−51.6% | Reduced |
| Bank of America Corp | 620,220 | $2.14M | 0.00% | +11,793+1.9% | Added |
| Kennedy Capital Management, Inc. | 646,620 | $2.23M | 0.05% | −131,991−17.0% | Reduced |
| First Trust Advisors LP | 704,849 | $2.43M | 0.00% | +136,476+24.0% | Added |
| Heartland Advisors Inc | 950,000 | $3.28M | 0.17% | −250,000−20.8% | Reduced |
| Geode Capital Management, LLC | 1,202,892 | $4.15M | 0.00% | −41,472−3.3% | Reduced |
| State Street Corp | 1,229,621 | $4.24M | 0.00% | −846−0.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 1,328,558 | $4.58M | 0.05% | −160,511−10.8% | Reduced |
| R.P. Boggs & Co. | 1,355,137 | $4.68M | 2.96% | −2,682−0.2% | Reduced |
| Black Diamond Financial, LLC | 1,427,000 | $5.77M | 0.98% | +1,285,265+906.8% | Added |
| Clearbridge Investments, LLC | 1,860,598 | $6.42M | 0.01% | −13,592−0.7% | Reduced |
| Alyeska Investment Group, L.P. | 2,052,896 | $7.08M | 0.04% | −303,974−12.9% | Reduced |
| Federated Hermes, Inc. | 2,380,000 | $8.21M | 0.02% | −400,000−14.4% | Reduced |
| Dimensional Fund Advisors LP | 2,704,849 | $9.33M | 0.00% | +458,789+20.4% | Added |
| Vanguard Group Inc | 3,311,284 | $11.4M | 0.00% | +45,887+1.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,405,676 | $11.7M | 0.03% | +73,739+2.2% | Added |
| T. Rowe Price Investment Management, Inc. | 3,611,644 | $12.5M | 0.01% | +3,611,644 | New |
| BlackRock, Inc. | 3,802,300 | $13.1M | 0.00% | +3,802,300 | New |
| Canvas Wealth Advisors, LLC | 3,804,610 | $13.1M | 3.62% | +258,590+7.3% | Added |
| Allspring Global Investments Holdings, LLC | 4,715,225 | $16.3M | 0.03% | −219,555−4.4% | Reduced |
| ECP ControlCo, LLC | 23,384,879 | $80.7M | 24.55% | −2,372,749−9.2% | Reduced |
| Platinum Equity Advisors, LLC | 148,600,000 | $512.7M | 86.69% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −775,090−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −305,338−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −163,463−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −111,341−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −31,891−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −19,847−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −10,781−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −7,410−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −5,203−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |