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, Q2 2026
Institutional positions in Custom Truck One Source, Inc. as of Jun 30, 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
- 186
- +14 vs. Q1 2026
- Shares held
- 223.4M
- +4.48M (+2.0%) vs. Q1 2026
- Total value
- $2.64B
- +$1.20B (+83.3%) vs. Q1 2026
- New holders
- 34
- 77 more added
- Sold out
- 20
- 57 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC | 156,743,635 | $1.85B | 20.66% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 6,172,555 | $72.9M | 0.01% | +569,717+10.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,156,876 | $72.7M | 0.09% | +481,958+8.5% | Added |
| Canvas Wealth Advisors, LLC | 5,982,649 | $70.7M | 9.86% | −1,036,877−14.8% | Reduced |
| BlackRock, Inc. | 4,574,024 | $54.0M | 0.00% | +321,052+7.5% | Added |
| Vanguard Capital Management LLC | 2,578,410 | $30.5M | 0.00% | +52,666+2.1% | Added |
| Allspring Global Investments Holdings, LLC | 2,692,878 | $29.7M | 0.05% | −1,221,255−31.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,202,031 | $26.0M | 0.01% | +1,145,481+108.4% | Added |
| Goldman Sachs Group Inc | 1,877,617 | $22.2M | 0.00% | +1,361,882+264.1% | Added |
| Geode Capital Management, LLC | 1,727,646 | $20.4M | 0.00% | +257,010+17.5% | Added |
| First Eagle Investment Management, LLC | 1,723,506 | $20.4M | 0.02% | +957,684+125.1% | Added |
| Alyeska Investment Group, L.P. | 1,642,331 | $19.4M | 0.05% | −1,183,489−41.9% | Reduced |
| Boston Partners | 1,625,092 | $19.2M | 0.02% | −391,314−19.4% | Reduced |
| JPMorgan Chase & Co | 1,587,319 | $19.0M | 0.00% | +817,100+106.1% | Added |
| State Street Corp | 1,518,554 | $17.9M | 0.00% | +32,503+2.2% | Added |
| First Trust Advisors LP | 1,510,931 | $17.8M | 0.01% | +209,580+16.1% | Added |
| Morgan Stanley | 1,258,227 | $14.9M | 0.00% | +360,702+40.2% | Added |
| Bank of America Corp | 1,193,457 | $14.1M | 0.00% | −2,379−0.2% | Reduced |
| Algert Global LLC | 1,174,190 | $13.9M | 0.16% | +978,430+499.8% | Added |
| Clearbridge Investments, LLC | 1,006,418 | $11.9M | 0.01% | −397,547−28.3% | Reduced |
| Vanguard Portfolio Management LLC | 954,705 | $11.3M | 0.00% | +447,396+88.2% | Added |
| Bridgeway Capital Management, LLC | 908,125 | $10.7M | 0.19% | +63,010+7.5% | Added |
| Mackenzie Financial Corp | 885,956 | $10.5M | 0.01% | +296,856+50.4% | Added |
| Empowered Funds, LLC | 873,125 | $10.3M | 0.05% | +63,010+7.8% | Added |
| AQR Capital Management LLC | 753,989 | $8.90M | 0.00% | +103,289+15.9% | Added |
| Heartland Advisors Inc | 700,000 | $8.27M | 0.37% | −300,000−30.0% | Reduced |
| Intrinsic Edge Capital Management LLC | 685,622 | $8.10M | 1.00% | −194,000−22.1% | Reduced |
| D. E. Shaw & Co., Inc. | 623,637 | $7.37M | 0.00% | +440,852+241.2% | Added |
| Northern Trust Corp | 607,658 | $7.18M | 0.00% | +118,582+24.2% | Added |
| Russell Investments Group, Ltd. | 529,692 | $6.26M | 0.01% | −13,173−2.4% | Reduced |
| Charles Schwab Investment Management Inc | 515,084 | $6.08M | 0.00% | −2,327−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 509,469 | $6.02M | 0.04% | +115,053+29.2% | Added |
| Walleye Capital LLC | 463,475 | $5.47M | 0.03% | +463,475 | New |
| Sendero Wealth Management, LLC | 457,766 | $5.41M | 0.54% | +66,969+17.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 439,840 | $5.19M | 0.02% | −12,800−2.8% | Reduced |
| Vanguard Fiduciary Trust Co | 431,711 | $5.10M | 0.00% | +27,163+6.7% | Added |
| Citigroup Inc | 412,085 | $4.87M | 0.00% | +27,373+7.1% | Added |
| Invesco Ltd. | 354,702 | $4.19M | 0.00% | +110,597+45.3% | Added |
| EFG International AG | 344,458 | $4.07M | 0.07% | −6,543−1.9% | Reduced |
| Voleon Capital Management LP | 342,120 | $4.04M | 0.07% | +121,946+55.4% | Added |
| BNP Paribas Arbitrage, SA | 321,210 | $3.79M | 0.00% | +176,315+121.7% | Added |
| Federated Hermes, Inc. | 296,020 | $3.50M | 0.01% | +296,020 | New |
| HRT Financial LP | 254,651 | $3.01M | 0.01% | −157,241−38.2% | Reduced |
| Y.D. More Investments Ltd | 254,500 | $3.01M | 0.09% | +254,500 | New |
| Gilder Gagnon Howe & Co LLC | 216,872 | $2.56M | 0.03% | −1,005−0.5% | Reduced |
| SEI Investments Co | 215,771 | $2.55M | 0.00% | −11,797−5.2% | Reduced |
| Occudo Quantitative Strategies LP | 200,573 | $2.37M | 0.13% | +200,573 | New |
| Mariner, LLC | 190,057 | $2.24M | 0.00% | +21,850+13.0% | Added |
| Point72 Asset Management, L.P. | 179,100 | $2.12M | 0.00% | −63,089−26.0% | Reduced |
| Register Financial Advisors LLC | 170,200 | $2.01M | 0.62% | −1,000−0.6% | Reduced |
| Bank of New York Mellon Corp | 155,990 | $1.84M | 0.00% | −252−0.2% | Reduced |
| Nuveen, LLC | 152,072 | $1.80M | 0.00% | +2,081+1.4% | Added |
| UBS Group AG | 150,891 | $1.78M | 0.00% | +68,639+83.4% | Added |
| Norges Bank | 134,400 | $1.59M | 0.00% | +134,400 | New |
| American Century Companies Inc | 131,663 | $1.55M | 0.00% | +12,932+10.9% | Added |
| Swiss National Bank | 125,100 | $1.48M | 0.00% | −9,000−6.7% | Reduced |
| Private Capital Management, LLC | 124,555 | $1.47M | 0.13% | −202,945−62.0% | Reduced |
| FMR LLC | 117,428 | $1.39M | 0.00% | +11,166+10.5% | Added |
| Cornerstone Investment Partners, LLC | 114,163 | $1.35M | 0.05% | +24,225+26.9% | Added |
| Acadian Asset Management LLC | 109,538 | $1.29M | 0.00% | +109,538 | New |
| EntryPoint Capital, LLC | 108,253 | $1.28M | 0.31% | −38,924−26.4% | Reduced |
| UBS Asset Management Americas Inc | 104,449 | $1.23M | 0.00% | −28,771−21.6% | Reduced |
| Sandler Capital Management | 87,077 | $1.03M | 0.61% | −36,204−29.4% | Reduced |
| VARCOV Co. | 86,733 | $1.02M | 0.39% | +17,598+25.5% | Added |
| Toroso Investments, LLC | 83,602 | $987.3K | 0.00% | +83,602 | New |
| Rhumbline Advisers | 74,455 | $879.3K | 0.00% | +2,820+3.9% | Added |
| XTX Topco Ltd | 73,285 | $865.5K | 0.01% | +73,285 | New |
| Wells Fargo & Company | 71,661 | $846.3K | 0.00% | +32,279+82.0% | Added |
| Lazard Asset Management LLC | 70,060 | $827.4K | 0.00% | +51,009+267.7% | Added |
| California State Teachers Retirement System | 67,897 | $801.9K | 0.00% | +6,383+10.4% | Added |
| Virginia Retirement Systems Et Al | 66,987 | $791.1K | 0.00% | +4,200+6.7% | Added |
| STRS Ohio | 66,400 | $784.2K | 0.00% | −25,800−28.0% | Reduced |
| Canada Pension Plan Investment Board | 62,800 | $741.7K | 0.00% | −46,000−42.3% | Reduced |
| LPL Financial LLC | 61,935 | $731.4K | 0.00% | −5,876−8.7% | Reduced |
| Deutsche Bank AG | 60,771 | $717.7K | 0.00% | +11,411+23.1% | Added |
| Zacks Investment Management | 58,249 | $687.9K | 0.00% | +58,249 | New |
| Alliancebernstein L.P. | 101,970 | $669.9K | 0.00% | +28,100+38.0% | Added |
| Dark Forest Capital Management LP | 55,185 | $651.7K | 0.04% | +55,185 | New |
| Legal & General Group Plc | 55,144 | $651.3K | 0.00% | +4,821+9.6% | Added |
| Balyasny Asset Management LLC | 52,960 | $625.5K | 0.00% | −11,049−17.3% | Reduced |
| Barclays PLC | 51,294 | $605.8K | 0.00% | +39,969+352.9% | Added |
| Price T Rowe Associates Inc | 50,999 | $603.0K | 0.00% | +10,211+25.0% | Added |
| Pine Valley Investments Ltd Liability Co | 49,500 | $584.6K | 0.02% | −18,500−27.2% | Reduced |
| Brevan Howard Capital Management LP | 49,017 | $578.9K | 0.01% | −37,996−43.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,937 | $554.3K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 45,360 | $535.7K | 0.00% | +45,360 | New |
| Ameriprise Financial Inc | 42,917 | $506.9K | 0.00% | +756+1.8% | Added |
| Jackson Creek Investment Advisors LLC | 48,673 | $494.0K | 0.16% | +48,673 | New |
| Cetera Investment Advisers | 41,408 | $489.0K | 0.00% | +2,379+6.1% | Added |
| Ieq Capital, LLC | 38,698 | $457.0K | 0.00% | −12,922−25.0% | Reduced |
| Vanguard Global Advisers, LLC | 38,303 | $452.4K | 0.00% | +15,830+70.4% | Added |
| Gsa Capital Partners LLP | 37,267 | $440.0K | 0.03% | −55,897−60.0% | Reduced |
| MetLife Investment Management | 36,059 | $425.9K | 0.00% | +3,854+12.0% | Added |
| Hillsdale Investment Management Inc. | 35,870 | $423.6K | 0.01% | +35,870 | New |
| Vanguard Asset Management, Ltd | 35,867 | $423.6K | 0.00% | −582−1.6% | Reduced |
| Manufacturers Life Insurance Company, The | 33,542 | $396.1K | 0.00% | −751−2.2% | Reduced |
| Sapient Capital LLC | 31,940 | $377.2K | 0.00% | −95,820−75.0% | Reduced |
| Creative Planning | 29,951 | $353.7K | 0.00% | +12,117+67.9% | Added |
| Prudential Financial Inc | 29,935 | $353.5K | 0.00% | +29,935 | New |
| Jupiter Topco LLC | 28,800 | $340.0K | 0.00% | +28,800 | New |