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
- 222.5M
- +3.62M (+1.7%) vs. Q1 2026
- Total value
- $2.63B
- +$1.19B (+82.6%) 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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 45,360 | $535.7K | 0.00% | +45,360 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,937 | $554.3K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 49,017 | $578.9K | 0.01% | −37,996−43.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 49,500 | $584.6K | 0.02% | −18,500−27.2% | Reduced |
| Price T Rowe Associates Inc | 50,999 | $603.0K | 0.00% | +10,211+25.0% | Added |
| Barclays PLC | 51,294 | $605.8K | 0.00% | +39,969+352.9% | Added |
| Balyasny Asset Management LLC | 52,960 | $625.5K | 0.00% | −11,049−17.3% | Reduced |
| Legal & General Group Plc | 55,144 | $651.3K | 0.00% | +4,821+9.6% | Added |
| Dark Forest Capital Management LP | 55,185 | $651.7K | 0.04% | +55,185 | New |
| Alliancebernstein L.P. | 101,970 | $669.9K | 0.00% | +28,100+38.0% | Added |
| Zacks Investment Management | 58,249 | $687.9K | 0.00% | +58,249 | New |
| Deutsche Bank AG | 60,771 | $717.7K | 0.00% | +11,411+23.1% | Added |
| LPL Financial LLC | 61,935 | $731.4K | 0.00% | −5,876−8.7% | Reduced |
| Canada Pension Plan Investment Board | 62,800 | $741.7K | 0.00% | −46,000−42.3% | Reduced |
| STRS Ohio | 66,400 | $784.2K | 0.00% | −25,800−28.0% | Reduced |
| Virginia Retirement Systems Et Al | 66,987 | $791.1K | 0.00% | +4,200+6.7% | Added |
| California State Teachers Retirement System | 67,897 | $801.9K | 0.00% | +6,383+10.4% | Added |
| Lazard Asset Management LLC | 70,060 | $827.4K | 0.00% | +51,009+267.7% | Added |
| Wells Fargo & Company | 71,661 | $846.3K | 0.00% | +32,279+82.0% | Added |
| XTX Topco Ltd | 73,285 | $865.5K | 0.01% | +73,285 | New |
| Rhumbline Advisers | 74,455 | $879.3K | 0.00% | +2,820+3.9% | Added |
| Toroso Investments, LLC | 83,602 | $987.3K | 0.00% | +83,602 | New |
| VARCOV Co. | 86,733 | $1.02M | 0.39% | +17,598+25.5% | Added |
| Sandler Capital Management | 87,077 | $1.03M | 0.61% | −36,204−29.4% | Reduced |
| UBS Asset Management Americas Inc | 104,449 | $1.23M | 0.00% | −28,771−21.6% | Reduced |
| EntryPoint Capital, LLC | 108,253 | $1.28M | 0.31% | −38,924−26.4% | Reduced |
| Acadian Asset Management LLC | 109,538 | $1.29M | 0.00% | +109,538 | New |
| Cornerstone Investment Partners, LLC | 114,163 | $1.35M | 0.05% | +24,225+26.9% | Added |
| FMR LLC | 117,428 | $1.39M | 0.00% | +11,166+10.5% | Added |
| Private Capital Management, LLC | 124,555 | $1.47M | 0.13% | −202,945−62.0% | Reduced |
| Swiss National Bank | 125,100 | $1.48M | 0.00% | −9,000−6.7% | Reduced |
| American Century Companies Inc | 131,663 | $1.55M | 0.00% | +12,932+10.9% | Added |
| Norges Bank | 134,400 | $1.59M | 0.00% | +134,400 | New |
| UBS Group AG | 150,891 | $1.78M | 0.00% | +68,639+83.4% | Added |
| Nuveen, LLC | 152,072 | $1.80M | 0.00% | +2,081+1.4% | Added |
| Bank of New York Mellon Corp | 155,990 | $1.84M | 0.00% | −252−0.2% | Reduced |
| Register Financial Advisors LLC | 170,200 | $2.01M | 0.62% | −1,000−0.6% | Reduced |
| Point72 Asset Management, L.P. | 179,100 | $2.12M | 0.00% | −63,089−26.0% | Reduced |
| Mariner, LLC | 190,057 | $2.24M | 0.00% | +21,850+13.0% | Added |
| Occudo Quantitative Strategies LP | 200,573 | $2.37M | 0.13% | +200,573 | New |
| SEI Investments Co | 215,771 | $2.55M | 0.00% | −11,797−5.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 216,872 | $2.56M | 0.03% | −1,005−0.5% | Reduced |
| Y.D. More Investments Ltd | 254,500 | $3.01M | 0.09% | +254,500 | New |
| HRT Financial LP | 254,651 | $3.01M | 0.01% | −157,241−38.2% | Reduced |
| Federated Hermes, Inc. | 296,020 | $3.50M | 0.01% | +296,020 | New |
| BNP Paribas Arbitrage, SA | 321,210 | $3.79M | 0.00% | +176,315+121.7% | Added |
| Voleon Capital Management LP | 342,120 | $4.04M | 0.07% | +121,946+55.4% | Added |
| EFG International AG | 344,458 | $4.07M | 0.07% | −6,543−1.9% | Reduced |
| Invesco Ltd. | 354,702 | $4.19M | 0.00% | +110,597+45.3% | Added |
| Citigroup Inc | 412,085 | $4.87M | 0.00% | +27,373+7.1% | Added |
| Vanguard Fiduciary Trust Co | 431,711 | $5.10M | 0.00% | +27,163+6.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 439,840 | $5.19M | 0.02% | −12,800−2.8% | Reduced |
| Sendero Wealth Management, LLC | 457,766 | $5.41M | 0.54% | +66,969+17.1% | Added |
| Walleye Capital LLC | 463,475 | $5.47M | 0.03% | +463,475 | New |
| Silvercrest Asset Management Group LLC | 509,469 | $6.02M | 0.04% | +115,053+29.2% | Added |
| Charles Schwab Investment Management Inc | 515,084 | $6.08M | 0.00% | −2,327−0.4% | Reduced |
| Russell Investments Group, Ltd. | 529,692 | $6.26M | 0.01% | −13,173−2.4% | Reduced |
| Northern Trust Corp | 607,658 | $7.18M | 0.00% | +118,582+24.2% | Added |
| D. E. Shaw & Co., Inc. | 623,637 | $7.37M | 0.00% | +440,852+241.2% | Added |
| Intrinsic Edge Capital Management LLC | 685,622 | $8.10M | 1.00% | −194,000−22.1% | Reduced |
| Heartland Advisors Inc | 700,000 | $8.27M | 0.37% | −300,000−30.0% | Reduced |
| AQR Capital Management LLC | 753,989 | $8.90M | 0.00% | +103,289+15.9% | Added |
| First Eagle Investment Management, LLC | 861,753 | $10.2M | 0.02% | +95,931+12.5% | Added |
| Empowered Funds, LLC | 873,125 | $10.3M | 0.05% | +63,010+7.8% | Added |
| Mackenzie Financial Corp | 885,956 | $10.5M | 0.01% | +296,856+50.4% | Added |
| Bridgeway Capital Management, LLC | 908,125 | $10.7M | 0.19% | +63,010+7.5% | Added |
| Vanguard Portfolio Management LLC | 954,705 | $11.3M | 0.00% | +447,396+88.2% | Added |
| Clearbridge Investments, LLC | 1,006,418 | $11.9M | 0.01% | −397,547−28.3% | Reduced |
| Algert Global LLC | 1,174,190 | $13.9M | 0.16% | +978,430+499.8% | Added |
| Bank of America Corp | 1,193,457 | $14.1M | 0.00% | −2,379−0.2% | Reduced |
| Morgan Stanley | 1,258,227 | $14.9M | 0.00% | +360,702+40.2% | Added |
| First Trust Advisors LP | 1,510,931 | $17.8M | 0.01% | +209,580+16.1% | Added |
| State Street Corp | 1,518,554 | $17.9M | 0.00% | +32,503+2.2% | Added |
| JPMorgan Chase & Co | 1,587,319 | $19.0M | 0.00% | +817,100+106.1% | Added |
| Boston Partners | 1,625,092 | $19.2M | 0.02% | −391,314−19.4% | Reduced |
| Alyeska Investment Group, L.P. | 1,642,331 | $19.4M | 0.05% | −1,183,489−41.9% | Reduced |
| Geode Capital Management, LLC | 1,727,646 | $20.4M | 0.00% | +257,010+17.5% | Added |
| Goldman Sachs Group Inc | 1,877,617 | $22.2M | 0.00% | +1,361,882+264.1% | Added |
| Arrowstreet Capital, Limited Partnership | 2,202,031 | $26.0M | 0.01% | +1,145,481+108.4% | Added |
| Allspring Global Investments Holdings, LLC | 2,692,878 | $29.7M | 0.05% | −1,221,255−31.2% | Reduced |
| Vanguard Capital Management LLC | 2,578,410 | $30.5M | 0.00% | +52,666+2.1% | Added |
| BlackRock, Inc. | 4,574,024 | $54.0M | 0.00% | +321,052+7.5% | Added |
| Canvas Wealth Advisors, LLC | 5,982,649 | $70.7M | 9.86% | −1,036,877−14.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,156,876 | $72.7M | 0.09% | +481,958+8.5% | Added |
| Dimensional Fund Advisors LP | 6,172,555 | $72.9M | 0.01% | +569,717+10.2% | Added |
| Platinum Equity Advisors, LLC | 156,743,635 | $1.85B | 20.66% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −660,534−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −257,825−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −179,371−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −83,630−100.0% | Sold out |
| Biondo Investment Advisors, LLC | 0 | $0 | 0.00% | −69,000−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −48,446−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −38,523−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −33,221−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −31,656−100.0% | Sold out |
| 9823 Capital, L.P. | 0 | $0 | 0.00% | −27,591−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −27,359−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −18,894−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |