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, Q1 2026
Institutional positions in Custom Truck One Source, Inc. as of Mar 31, 2026. 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
- 175
- +20 vs. Q4 2025
- Shares held
- 219.0M
- +5.86M (+2.8%) vs. Q4 2025
- Total value
- $1.44B
- +$210.9M (+17.2%) vs. Q4 2025
- New holders
- 44
- 58 more added
- Sold out
- 24
- 47 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC | 156,743,635 | $1.03B | 11.60% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 7,019,526 | $46.1M | 7.84% | −30,695−0.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,674,918 | $37.3M | 0.05% | +232,356+4.3% | Added |
| Dimensional Fund Advisors LP | 5,602,838 | $36.8M | 0.01% | +741,857+15.3% | Added |
| BlackRock, Inc. | 4,252,972 | $27.9M | 0.00% | −59,806−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,914,133 | $25.9M | 0.04% | −287,281−6.8% | Reduced |
| Alyeska Investment Group, L.P. | 2,825,820 | $18.6M | 0.05% | +325,591+13.0% | Added |
| Vanguard Capital Management LLC | 2,525,744 | $16.6M | 0.00% | +2,525,744 | New |
| Boston Partners | 2,016,406 | $13.2M | 0.01% | −1,777,191−46.8% | Reduced |
| State Street Corp | 1,486,051 | $9.76M | 0.00% | +131,236+9.7% | Added |
| Geode Capital Management, LLC | 1,470,636 | $9.66M | 0.00% | +31,488+2.2% | Added |
| Clearbridge Investments, LLC | 1,403,965 | $9.22M | 0.01% | −41,173−2.8% | Reduced |
| First Trust Advisors LP | 1,301,351 | $8.55M | 0.01% | +78,476+6.4% | Added |
| Bank of America Corp | 1,195,836 | $7.86M | 0.00% | −284,294−19.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,056,550 | $6.94M | 0.00% | +642,109+154.9% | Added |
| Heartland Advisors Inc | 1,000,000 | $6.57M | 0.34% | +300,000+42.9% | Added |
| Morgan Stanley | 897,525 | $5.90M | 0.00% | +182,832+25.6% | Added |
| Intrinsic Edge Capital Management LLC | 879,622 | $5.78M | 1.05% | +100,000+12.8% | Added |
| Bridgeway Capital Management, LLC | 845,115 | $5.55M | 0.11% | +72,935+9.4% | Added |
| Empowered Funds, LLC | 810,115 | $5.32M | 0.03% | +72,935+9.9% | Added |
| First Eagle Investment Management, LLC | 765,822 | $5.03M | 0.01% | −12,114−1.6% | Reduced |
| JPMorgan Chase & Co | 770,219 | $4.86M | 0.00% | +744,873+2,938.8% | Added |
| Jane Street Group, LLC | 660,534 | $4.34M | 0.00% | +315,525+91.5% | Added |
| AQR Capital Management LLC | 650,700 | $4.28M | 0.00% | +481,718+285.1% | Added |
| Mackenzie Financial Corp | 589,100 | $3.87M | 0.00% | +589,100 | New |
| Russell Investments Group, Ltd. | 542,865 | $3.57M | 0.00% | −396,211−42.2% | Reduced |
| Charles Schwab Investment Management Inc | 517,411 | $3.40M | 0.00% | +12,527+2.5% | Added |
| Goldman Sachs Group Inc | 515,735 | $3.39M | 0.00% | +146,509+39.7% | Added |
| Vanguard Portfolio Management LLC | 507,309 | $3.33M | 0.00% | +507,309 | New |
| Northern Trust Corp | 489,076 | $3.21M | 0.00% | +17,654+3.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 452,640 | $2.97M | 0.01% | +452,640 | New |
| HRT Financial LP | 411,892 | $2.71M | 0.01% | +411,892 | New |
| Vanguard Fiduciary Trust Co | 404,548 | $2.66M | 0.00% | +404,548 | New |
| Silvercrest Asset Management Group LLC | 394,416 | $2.59M | 0.02% | +394,416 | New |
| Sendero Wealth Management, LLC | 390,797 | $2.57M | 0.28% | 00.0% | Unchanged |
| Citigroup Inc | 384,712 | $2.53M | 0.00% | −136,645−26.2% | Reduced |
| EFG International AG | 351,001 | $2.31M | 0.05% | −18,964−5.1% | Reduced |
| Private Capital Management, LLC | 327,500 | $2.15M | 0.22% | 00.0% | Unchanged |
| Citadel Advisors LLC | 280,361 | $1.84M | 0.00% | +216,554+339.4% | Added |
| Millennium Management LLC | 257,825 | $1.69M | 0.00% | −59,976−18.9% | Reduced |
| Invesco Ltd. | 244,105 | $1.60M | 0.00% | +7,178+3.0% | Added |
| Point72 Asset Management, L.P. | 242,189 | $1.59M | 0.00% | −143,685−37.2% | Reduced |
| Tudor Investment Corp Et Al | 228,518 | $1.50M | 0.01% | +228,518 | New |
| SEI Investments Co | 227,568 | $1.50M | 0.00% | +59,928+35.7% | Added |
| Voleon Capital Management LP | 220,174 | $1.45M | 0.03% | −20,423−8.5% | Reduced |
| Gilder Gagnon Howe & Co LLC | 217,877 | $1.43M | 0.02% | −192,001−46.8% | Reduced |
| Algert Global LLC | 195,760 | $1.29M | 0.02% | +195,760 | New |
| D. E. Shaw & Co., Inc. | 182,785 | $1.20M | 0.00% | +182,785 | New |
| Trexquant Investment LP | 179,371 | $1.18M | 0.01% | −140,159−43.9% | Reduced |
| Register Financial Advisors LLC | 171,200 | $1.12M | 0.42% | −2,000−1.2% | Reduced |
| Mariner, LLC | 168,207 | $1.10M | 0.00% | +29,649+21.4% | Added |
| Bank of New York Mellon Corp | 156,242 | $1.03M | 0.00% | −5,330−3.3% | Reduced |
| Nuveen, LLC | 149,991 | $985.4K | 0.00% | +960+0.6% | Added |
| EntryPoint Capital, LLC | 147,177 | $967.0K | 0.28% | +55,083+59.8% | Added |
| BNP Paribas Arbitrage, SA | 144,895 | $952.0K | 0.00% | +61,083+72.9% | Added |
| Swiss National Bank | 134,100 | $881.0K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 133,220 | $875.3K | 0.00% | −44,649−25.1% | Reduced |
| Sapient Capital LLC | 127,760 | $839.4K | 0.01% | 00.0% | Unchanged |
| Sandler Capital Management | 123,281 | $810.0K | 0.55% | −64,015−34.2% | Reduced |
| American Century Companies Inc | 118,731 | $780.1K | 0.00% | +1,542+1.3% | Added |
| Canada Pension Plan Investment Board | 108,800 | $714.8K | 0.00% | +38,100+53.9% | Added |
| FMR LLC | 106,262 | $698.1K | 0.00% | +88,638+502.9% | Added |
| Gsa Capital Partners LLP | 93,164 | $612.0K | 0.04% | +11,152+13.6% | Added |
| STRS Ohio | 92,200 | $605.8K | 0.00% | −2,100−2.2% | Reduced |
| Cornerstone Investment Partners, LLC | 89,938 | $590.9K | 0.02% | +3,510+4.1% | Added |
| Brevan Howard Capital Management LP | 87,013 | $571.7K | 0.01% | +65,600+306.4% | Added |
| Aristeia Capital LLC | 83,630 | $549.4K | 0.01% | +41,439+98.2% | Added |
| UBS Group AG | 82,252 | $540.4K | 0.00% | −563−0.7% | Reduced |
| Rhumbline Advisers | 71,635 | $470.6K | 0.00% | −1,685−2.3% | Reduced |
| VARCOV Co. | 69,135 | $454.2K | 0.17% | +69,135 | New |
| Biondo Investment Advisors, LLC | 69,000 | $453.3K | 0.06% | −36,000−34.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 68,000 | $446.8K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 67,811 | $445.5K | 0.00% | +2,265+3.5% | Added |
| Alliancebernstein L.P. | 73,870 | $425.5K | 0.00% | −16,900−18.6% | Reduced |
| Balyasny Asset Management LLC | 64,009 | $420.5K | 0.00% | +36,192+130.1% | Added |
| Virginia Retirement Systems Et Al | 62,787 | $412.5K | 0.00% | −900−1.4% | Reduced |
| California State Teachers Retirement System | 61,514 | $404.1K | 0.00% | −449−0.7% | Reduced |
| Graham Capital Management, L.P. | 59,931 | $393.7K | 0.01% | +4,982+9.1% | Added |
| Jump Financial, LLC | 56,242 | $369.5K | 0.01% | −74−0.1% | Reduced |
| Ieq Capital, LLC | 51,620 | $339.1K | 0.00% | +51,620 | New |
| Legal & General Group Plc | 50,323 | $330.6K | 0.00% | −10,650−17.5% | Reduced |
| Deutsche Bank AG | 49,360 | $324.3K | 0.00% | +5,879+13.5% | Added |
| Numerai GP LLC | 48,446 | $318.3K | 0.03% | +48,446 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,937 | $308.4K | 0.00% | +4,188+9.8% | Added |
| Squarepoint Ops LLC | 46,402 | $304.9K | 0.00% | −199,950−81.2% | Reduced |
| Ameriprise Financial Inc | 42,161 | $277.0K | 0.00% | +42,161 | New |
| Price T Rowe Associates Inc | 40,788 | $268.0K | 0.00% | +4,093+11.2% | Added |
| Wells Fargo & Company | 39,382 | $258.7K | 0.00% | −45,460−53.6% | Reduced |
| Cetera Investment Advisers | 39,029 | $256.4K | 0.00% | −7,352−15.9% | Reduced |
| Fox Run Management, L.L.C. | 38,523 | $243.1K | 0.04% | +38,523 | New |
| Vanguard Asset Management, Ltd | 36,449 | $239.5K | 0.00% | +36,449 | New |
| Manufacturers Life Insurance Company, The | 34,293 | $225.3K | 0.00% | −645−1.8% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 33,221 | $218.3K | 0.04% | +33,221 | New |
| MetLife Investment Management | 32,205 | $211.6K | 0.00% | +7,423+30.0% | Added |
| Renaissance Technologies LLC | 31,656 | $208.0K | 0.00% | +31,656 | New |
| Susquehanna International Group, LLP | 30,432 | $199.9K | 0.00% | +18,880+163.4% | Added |
| Two Sigma Investments, LP | 30,152 | $198.1K | 0.00% | +2,200+7.9% | Added |
| Envestnet Asset Management Inc | 29,151 | $191.5K | 0.00% | +29,151 | New |
| Janus Henderson Group PLC | 28,800 | $189.2K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 28,021 | $184.1K | 0.00% | −2,210−7.3% | Reduced |