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, Q4 2024
Institutional positions in Custom Truck One Source, Inc. as of Dec 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
- 126
- +5 vs. Q3 2024
- Shares held
- 222.1M
- +2.30M (+1.0%) vs. Q3 2024
- Total value
- $1.07B
- +$309.3M (+40.7%) vs. Q3 2024
- New holders
- 18
- 39 more added
- Sold out
- 13
- 44 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC | 148,600,000 | $714.8M | 14.65% | 00.0% | Unchanged |
| ECP ControlCo, LLC | 16,287,270 | $78.3M | 30.18% | −7,097,609−30.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 7,407,782 | $35.6M | 0.02% | +3,796,138+105.1% | Added |
| Allspring Global Investments Holdings, LLC | 4,213,968 | $20.4M | 0.03% | −501,257−10.6% | Reduced |
| Canvas Wealth Advisors, LLC | 4,108,354 | $19.8M | 4.96% | +303,744+8.0% | Added |
| Vanguard Group Inc | 3,903,855 | $18.8M | 0.00% | +592,571+17.9% | Added |
| Boston Partners | 3,796,424 | $18.3M | 0.02% | +3,796,424 | New |
| BlackRock, Inc. | 3,684,157 | $17.7M | 0.00% | −118,143−3.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,659,904 | $17.6M | 0.04% | +254,228+7.5% | Added |
| Dimensional Fund Advisors LP | 2,778,062 | $13.4M | 0.00% | +73,213+2.7% | Added |
| Alyeska Investment Group, L.P. | 1,957,030 | $9.41M | 0.04% | −95,866−4.7% | Reduced |
| Clearbridge Investments, LLC | 1,872,536 | $9.01M | 0.01% | +11,938+0.6% | Added |
| Russell Investments Group, Ltd. | 1,511,025 | $7.27M | 0.01% | +1,510,327+216,379.2% | Added |
| Portolan Capital Management, LLC | 1,451,573 | $6.98M | 0.47% | +877,273+152.8% | Added |
| R.P. Boggs & Co. | 1,349,220 | $6.49M | 3.87% | −5,917−0.4% | Reduced |
| Bank of America Corp | 1,312,083 | $6.31M | 0.00% | +691,863+111.6% | Added |
| State Street Corp | 1,208,829 | $5.81M | 0.00% | −20,792−1.7% | Reduced |
| Heartland Advisors Inc | 1,200,000 | $5.77M | 0.31% | +250,000+26.3% | Added |
| Geode Capital Management, LLC | 1,155,688 | $5.56M | 0.00% | −47,204−3.9% | Reduced |
| Federated Hermes, Inc. | 1,075,000 | $5.17M | 0.01% | −1,305,000−54.8% | Reduced |
| Citadel Advisors LLC | 1,017,201 | $4.89M | 0.00% | +642,835+171.7% | Added |
| Black Diamond Financial, LLC | 1,012,247 | $4.87M | 0.73% | −414,753−29.1% | Reduced |
| First Trust Advisors LP | 964,571 | $4.64M | 0.00% | +259,722+36.8% | Added |
| Gilder Gagnon Howe & Co LLC | 932,349 | $4.48M | 0.05% | −396,209−29.8% | Reduced |
| UBS Group AG | 465,443 | $2.24M | 0.00% | +433,140+1,340.9% | Added |
| Northern Trust Corp | 452,416 | $2.18M | 0.00% | −32,838−6.8% | Reduced |
| Charles Schwab Investment Management Inc | 443,473 | $2.13M | 0.00% | −2,991−0.7% | Reduced |
| Kennedy Capital Management, Inc. | 403,596 | $1.94M | 0.04% | −243,024−37.6% | Reduced |
| Morgan Stanley | 384,991 | $1.85M | 0.00% | −2,601−0.7% | Reduced |
| Gsa Capital Partners LLP | 184,282 | $886.0K | 0.07% | −93,263−33.6% | Reduced |
| Paloma Partners Management Co | 170,000 | $817.7K | 0.05% | −86,146−33.6% | Reduced |
| Nuveen Asset Management, LLC | 165,752 | $797.3K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 163,727 | $787.5K | 0.00% | +3,552+2.2% | Added |
| Sendero Wealth Management, LLC | 162,800 | $783.1K | 0.12% | 00.0% | Unchanged |
| TD Asset Management Inc | 145,848 | $701.5K | 0.00% | +35,800+32.5% | Added |
| SEI Investments Co | 124,565 | $599.2K | 0.00% | −4,160−3.2% | Reduced |
| Bank of New York Mellon Corp | 123,592 | $594.5K | 0.00% | −102,086−45.2% | Reduced |
| Swiss National Bank | 117,400 | $564.7K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 114,050 | $548.6K | 0.00% | +4,424+4.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 106,700 | $513.2K | 0.00% | −2,100−1.9% | Reduced |
| Invesco Ltd. | 98,199 | $472.3K | 0.00% | +192+0.2% | Added |
| Register Financial Advisors LLC | 97,800 | $470.4K | 0.24% | −41,000−29.5% | Reduced |
| Barclays PLC | 89,436 | $430.2K | 0.00% | +4,910+5.8% | Added |
| Millennium Management LLC | 73,250 | $352.3K | 0.00% | +31,975+77.5% | Added |
| Rhumbline Advisers | 72,604 | $349.2K | 0.00% | +1,003+1.4% | Added |
| Biondo Investment Advisors, LLC | 71,000 | $341.5K | 0.05% | +31,000+77.5% | Added |
| Pine Valley Investments Ltd Liability Co | 68,000 | $327.1K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 65,135 | $313.3K | 0.00% | −16,923−20.6% | Reduced |
| Alliancebernstein L.P. | 64,940 | $312.4K | 0.00% | −19,150−22.8% | Reduced |
| Marshall Wace, LLP | 57,843 | $278.2K | 0.00% | +57,843 | New |
| Legal & General Group Plc | 57,537 | $276.8K | 0.00% | −859−1.5% | Reduced |
| California State Teachers Retirement System | 54,632 | $262.8K | 0.00% | −1,518−2.7% | Reduced |
| Jump Financial, LLC | 54,000 | $259.7K | 0.01% | +54,000 | New |
| Nebula Research & Development LLC | 50,015 | $240.6K | 0.03% | +6,848+15.9% | Added |
| Wells Fargo & Company | 47,293 | $227.5K | 0.00% | +8,587+22.2% | Added |
| Citigroup Inc | 47,047 | $226.3K | 0.00% | −9,088−16.2% | Reduced |
| LPL Financial LLC | 46,902 | $225.6K | 0.00% | −1,149−2.4% | Reduced |
| Maven Securities LTD | 40,000 | $192.4K | 0.03% | +40,000 | New |
| EntryPoint Capital, LLC | 35,369 | $170.1K | 0.07% | +10,125+40.1% | Added |
| Visionary Wealth Advisors | 35,000 | $168.3K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 34,593 | $166.4K | 0.00% | −14,812−30.0% | Reduced |
| Manufacturers Life Insurance Company, The | 32,174 | $154.8K | 0.00% | −3,590−10.0% | Reduced |
| SG Americas Securities, LLC | 31,523 | $152.0K | 0.00% | +12,913+69.4% | Added |
| MetLife Investment Management | 31,301 | $150.6K | 0.00% | +19,289+160.6% | Added |
| Stoneridge Investment Partners LLC | 30,335 | $146.0K | 0.05% | +5,478+22.0% | Added |
| Envestnet Asset Management Inc | 29,939 | $144.0K | 0.00% | −1,191−3.8% | Reduced |
| Janus Henderson Group PLC | 28,800 | $139.0K | 0.00% | −24,300−45.8% | Reduced |
| Cetera Investment Advisers | 26,659 | $128.2K | 0.00% | +16,432+160.7% | Added |
| M&T Bank Corp | 26,079 | $125.0K | 0.00% | −678−2.5% | Reduced |
| Intech Investment Management LLC | 24,747 | $119.0K | 0.00% | +8,514+52.4% | Added |
| Corebridge Financial, Inc. | 24,584 | $118.2K | 0.00% | −2,692−9.9% | Reduced |
| JPMorgan Chase & Co | 23,164 | $111.4K | 0.00% | −469,247−95.3% | Reduced |
| Verition Fund Management LLC | 21,448 | $103.2K | 0.00% | +21,448 | New |
| Terry L. Blaker | 20,000 | $96.2K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 19,394 | $94.0K | 0.00% | +2,999+18.3% | Added |
| Royal Bank of Canada | 18,717 | $90.0K | 0.00% | −20,240−52.0% | Reduced |
| Voya Investment Management LLC | 17,277 | $83.1K | 0.00% | −3,254−15.8% | Reduced |
| Arizona State Retirement System | 17,139 | $82.4K | 0.00% | −168−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 16,220 | $78.0K | 0.00% | 00.0% | Unchanged |
| Arbor Wealth Advisors LLC | 15,260 | $73.4K | 0.07% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,663 | $70.5K | 0.00% | +1,663+12.8% | Added |
| ProShare Advisors LLC | 13,925 | $67.0K | 0.00% | +13,925 | New |
| Platform Technology Partners | 13,791 | $66.3K | 0.02% | +13,791 | New |
| Two Sigma Investments, LP | 13,148 | $63.2K | 0.00% | +13,148 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $62.6K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 12,939 | $62.2K | 0.00% | +12,939 | New |
| Jane Street Group, LLC | 12,278 | $59.1K | 0.00% | −77,154−86.3% | Reduced |
| KLP Kapitalforvaltning AS | 11,600 | $55.8K | 0.00% | +11,600 | New |
| FMR LLC | 11,192 | $53.8K | 0.00% | −17,654−61.2% | Reduced |
| Stifel Financial Corp | 11,070 | $53.2K | 0.00% | +1,036+10.3% | Added |
| Two Sigma Advisers, LP | 10,500 | $50.5K | 0.00% | −46,900−81.7% | Reduced |
| Koshinski Asset Management, Inc. | 10,000 | $48.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 8,872 | $42.7K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 8,190 | $39.4K | 0.04% | +8,190 | New |
| BNP Paribas Arbitrage, SA | 6,032 | $29.0K | 0.00% | +6,032 | New |
| The PNC Financial Services Group, Inc. | 5,846 | $28.1K | 0.00% | +496+9.3% | Added |
| Ameritas Investment Partners, Inc. | 4,543 | $21.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,847 | $18.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,675 | $18.0K | 0.00% | +1,738+89.7% | Added |
| GWM Advisors LLC | 2,675 | $12.9K | 0.00% | 00.0% | Unchanged |