Custom Truck One SourceCTOS
13F holders, Q2 2026 (June 30)186holders +11
31new positions
20sold out
5famous investors
$11.80avg. 13F price*
At the end of Q2 2026, 186 institutions reported holding Custom Truck One Source Inc. (CTOS) in their 13F filings, up 11 from Q1 2026. 31 opened new positions and 20 sold out. The largest holders were Platinum Equity Advisors, LLC ($1.9B), Dimensional Fund Advisors LP ($72.9M) and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($72.7M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Custom Truck One Source Inc.
- CUSIP
- 23204X103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $22.7M |
| Exits | 20 | $9.9M |
All 13F filers, Q1 2026 → Q2 2026: 11,242,786 shares bought and 7,783,492 shares sold, net +3,459,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 186 holders
| Platinum Equity Advisors, LLC | 20.66% | No change | 156,743,635 | $1.9B |
| Dimensional Fund Advisors LP | 0.01% | Add +10.2% | 6,172,555 | $72.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.09% | Add +8.5% | 6,156,876 | $72.7M |
| Canvas Wealth Advisors, LLC | 9.86% | Reduce -14.8% | 5,982,649 | $70.7M |
| BlackRock, Inc. | 0.00% | Add +7.5% | 4,574,024 | $54.0M |
| Vanguard Capital Management LLC | 0.00% | Add +2.1% | 2,578,410 | $30.5M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -31.2% | 2,692,878 | $29.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +108.4% | 2,202,031 | $26.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +264.1% | 1,877,617 | $22.2M |
| Geode Capital Management, LLC | 0.00% | Add +17.5% | 1,727,646 | $20.4M |
| Alyeska Investment Group, L.P. | 0.05% | Reduce -41.9% | 1,642,331 | $19.4M |
| Boston Partners | 0.02% | Reduce -19.4% | 1,625,092 | $19.2M |
| JPMorgan Chase & Co. | 0.00% | Add +106.1% | 1,587,319 | $19.0M |
| State Street Corp. | 0.00% | Add +2.2% | 1,518,554 | $17.9M |
| First Trust Advisors LP | 0.01% | Add +16.1% | 1,510,931 | $17.8M |
| Morgan Stanley | 0.00% | Add +40.2% | 1,258,227 | $14.9M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 1,193,457 | $14.1M |
| Algert Global LLC | 0.16% | Add +499.8% | 1,174,190 | $13.9M |
| Clearbridge Investments, LLC | 0.01% | Reduce -28.3% | 1,006,418 | $11.9M |
| Vanguard Portfolio Management LLC | 0.00% | Add +88.2% | 954,705 | $11.3M |
| Bridgeway Capital Management, LLC | 0.19% | Add +7.5% | 908,125 | $10.7M |
| Mackenzie Financial Corp. | 0.01% | Add +50.4% | 885,956 | $10.5M |
| Empowered Funds, LLC | 0.05% | Add +7.8% | 873,125 | $10.3M |
| First Eagle Investment Management, LLC | 0.02% | Add +12.5% | 861,753 | $10.2M |
| AQR Capital Management | 0.00% | Add +15.9% | 753,989 | $8.9M |
| Heartland Advisors Inc. | 0.37% | Reduce -30.0% | 700,000 | $8.3M |
| Intrinsic Edge Capital Management LLC | 1.00% | Reduce -22.1% | 685,622 | $8.1M |
| D. E. Shaw & Co. | 0.00% | Add +241.2% | 623,637 | $7.4M |
| Northern Trust Corp. | 0.00% | Add +24.3% | 607,658 | $7.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -2.4% | 529,692 | $6.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.5% | 515,084 | $6.1M |
| Silvercrest Asset Management Group LLC | 0.04% | Add +29.2% | 509,469 | $6.0M |
| Walleye Capital LLC | 0.03% | New | 463,475 | $5.5M |
| Sendero Wealth Management, LLC | 0.54% | Add +17.1% | 457,766 | $5.4M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -2.8% | 439,840 | $5.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +6.7% | 431,711 | $5.1M |
| Citigroup Inc. | 0.00% | Add +7.1% | 412,085 | $4.9M |
| Invesco Ltd. | 0.00% | Add +45.3% | 354,702 | $4.2M |
| EFG International AG | 0.08% | Reduce -1.9% | 344,458 | $4.1M |
| Voleon Capital Management LP | 0.07% | Add +55.4% | 342,120 | $4.0M |
| BNP Paribas Financial Markets | 0.00% | Add +121.7% | 321,210 | $3.8M |
| Federated Hermes, Inc. | 0.01% | New | 296,020 | $3.5M |
| HRT Financial LP | 0.01% | Reduce -38.2% | 254,651 | $3.0M |
| Y.D. More Investments Ltd | 0.09% | New | 254,500 | $3.0M |
| Gilder Gagnon Howe & Co. LLC | 0.03% | Reduce -0.5% | 216,872 | $2.6M |
| Sei Investments Co. | 0.00% | Reduce -5.2% | 215,771 | $2.5M |
| Occudo Quantitative Strategies LP | 0.13% | New | 200,573 | $2.4M |
| Mariner, LLC | 0.00% | Add +13.0% | 190,057 | $2.2M |
| Point72 Asset Management | 0.00% | Reduce -26.1% | 179,100 | $2.1M |
| Register Financial Advisors LLC | 0.62% | Reduce -0.6% | 170,200 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.2% | 155,990 | $1.8M |
| Nuveen, LLC | 0.00% | Add +1.4% | 152,072 | $1.8M |
| UBS Group AG | 0.00% | Add +83.5% | 150,891 | $1.8M |
| Norges Bank | 0.00% | — | 134,400 | $1.6M |
| American Century Companies Inc. | 0.00% | Add +10.9% | 131,663 | $1.6M |
| Swiss National Bank | 0.00% | Reduce -6.7% | 125,100 | $1.5M |
| Private Capital Management, LLC | 0.13% | Reduce -62.0% | 124,555 | $1.5M |
| FMR LLC | 0.00% | Add +10.5% | 117,428 | $1.4M |
| Cornerstone Investment Partners, LLC | 0.05% | Add +26.9% | 114,163 | $1.3M |
| Acadian Asset Management LLC | 0.00% | New | 109,538 | $1.3M |
| EntryPoint Capital, LLC | 0.31% | Reduce -26.4% | 108,253 | $1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -21.6% | 104,449 | $1.2M |
| Sandler Capital Management | 0.61% | Reduce -29.4% | 87,077 | $1.0M |
| VARCOV Co. | 0.39% | Add +25.4% | 86,733 | $1.0M |
| Tidal Investments LLC | 0.00% | New | 83,602 | $987K |
| Rhumbline Advisers | 0.00% | Add +3.9% | 74,455 | $879K |
| XTX Topco Ltd | 0.01% | New | 73,285 | $865K |
| Wells Fargo & Company | 0.00% | Add +82.0% | 71,661 | $846K |
| Lazard Asset Management LLC | 0.00% | Add +267.8% | 70,060 | $827K |
| California State Teachers Retirement System | 0.00% | Add +10.4% | 67,897 | $802K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +6.7% | 66,987 | $791K |
| STRS Ohio | 0.00% | Reduce -28.0% | 66,400 | $784K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -42.3% | 62,800 | $742K |
| LPL Financial LLC | 0.00% | Reduce -8.7% | 61,935 | $731K |
| Deutsche Bank AG | 0.00% | Add +23.1% | 60,771 | $718K |
| Zacks Investment Management | 0.00% | New | 58,249 | $688K |
| Alliancebernstein L.P. | 0.00% | Add +38.0% | 101,970 | $670K |
| Dark Forest Capital Management LP | 0.04% | New | 55,185 | $652K |
| Legal & General Group Plc | 0.00% | Add +9.6% | 55,144 | $651K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -17.3% | 52,960 | $625K |
| Barclays PLC | 0.00% | Add +352.9% | 51,294 | $606K |
| T. Rowe Price Associates Inc. | 0.00% | Add +25.0% | 50,999 | $603K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -27.2% | 49,500 | $585K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -43.7% | 49,017 | $579K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 46,937 | $554K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 45,360 | $536K |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 42,917 | $507K |
| Jackson Creek Investment Advisors LLC | 0.16% | New | 48,673 | $494K |
| Cetera Investment Advisers | 0.00% | Add +6.1% | 41,408 | $489K |
| Ieq Capital, LLC | 0.00% | Reduce -25.0% | 38,698 | $457K |
| Vanguard Global Advisers, LLC | 0.00% | Add +70.4% | 38,303 | $452K |
| Gsa Capital Partners LLP | 0.03% | Reduce -60.0% | 37,267 | $440K |
| MetLife Investment Management, LLC | 0.00% | Add +12.0% | 36,059 | $426K |
| Hillsdale Investment Management Inc. | 0.01% | New | 35,870 | $424K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Reduce -1.6% | 35,867 | $424K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.2% | 33,542 | $396K |
| Sapient Capital LLC | 0.00% | Reduce -75.0% | 31,940 | $377K |
| Creative Planning | 0.00% | Add +67.9% | 29,951 | $354K |
| Prudential Financial Inc. | 0.00% | New | 29,935 | $354K |
| Jupiter Topco LLC | 0.00% | — | 28,800 | $340K |
| Tudor Investment Corporation | 0.00% | Reduce -87.4% | 28,729 | $339K |
| Mercer Global Advisors Inc. | 0.00% | Add +24.2% | 25,663 | $303K |
| Quantinno Capital Management LP | 0.00% | Add +22.0% | 23,941 | $283K |
| Citadel Advisors | 0.00% | Reduce -91.7% | 23,304 | $275K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 23,232 | $274K |
| New York State Common Retirement Fund | 0.00% | Add +145.4% | 21,772 | $257K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -27.1% | 21,264 | $251K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -0.1% | 21,262 | $251K |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.9% | 21,026 | $248K |
| Cerity Partners LLC | 0.00% | Add +30.8% | 20,939 | $247K |
| Quantbot Technologies LP | 0.01% | New | 19,902 | $235K |
| Mangrove Partners Im, LLC | 0.02% | New | 19,684 | $232K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +30.4% | 21,760 | $230K |
| Intech Investment Management LLC | 0.00% | Reduce -9.8% | 19,160 | $226K |
| Two Sigma Investments, LP | 0.00% | Reduce -36.5% | 19,152 | $226K |
| Polymer Capital Management (US) LLC | 0.03% | Reduce -10.2% | 18,531 | $219K |
| Mirabella Financial Services LLP | 0.02% | Add +42.9% | 18,435 | $218K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +27.7% | 18,139 | $214K |
| Royal Bank of Canada | 0.00% | Add +11.8% | 17,656 | $209K |
| Quadrature Capital Ltd | 0.00% | New | 17,499 | $207K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 17,322 | $205K |
| Arizona State Retirement System | 0.00% | Reduce -8.0% | 17,197 | $203K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 16,372 | $193K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,220 | $192K |
| CWA Asset Management Group, LLC | 0.01% | No change | 16,000 | $189K |
| Amundi | 0.00% | New | 15,890 | $188K |
| Graham Capital Management, L.P. | 0.01% | Reduce -74.3% | 15,418 | $182K |
| M&T Bank Corp | 0.00% | Reduce -45.0% | 15,416 | $182K |
| KLP Kapitalforvaltning As | 0.00% | No change | 14,600 | $172K |
| State of Wyoming | 0.02% | New | 14,548 | $172K |
| Vestcor Inc | 0.00% | New | 14,356 | $170K |
| Kemnay Advisory Services Inc. | 0.02% | Add +23.2% | 14,184 | $168K |
| Entropy Technologies, LP | 0.01% | Reduce -20.5% | 13,417 | $158K |
| Voya Investment Management LLC | 0.00% | Add +11.8% | 12,729 | $150K |
| Jump Financial, LLC | 0.00% | Reduce -77.4% | 12,719 | $150K |
| SG Americas Securities, LLC | 0.00% | Reduce -51.3% | 12,161 | $144K |
| Captrust Financial Advisors | 0.00% | New | 11,806 | $139K |
| DRW Securities, LLC | 0.01% | New | 11,444 | $135K |
| Squarepoint Ops LLC | 0.00% | Reduce -75.6% | 11,342 | $134K |
| Aquatic Capital Management LLC | 0.00% | New | 10,525 | $124K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +293.4% | 5,818 | $69K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 5,184 | $61K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1167.0% | 5,182 | $61K |
| Arax Advisory Partners | 0.00% | Add +1694.7% | 5,043 | $60K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 5,004 | $59K |
| Parallel Advisors, LLC | 0.00% | No change | 4,804 | $57K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 3,847 | $45K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,675 | $32K |
| Allworth Financial LP | 0.00% | Add +32.7% | 2,659 | $31K |
| GAMMA Investing LLC | 0.00% | Add +16.2% | 2,255 | $27K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -9.4% | 1,818 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +6.1% | 1,165 | $14K |
| Private Trust Co. NA | 0.00% | Reduce -28.7% | 835 | $10K |
| IFP Advisors, Inc | 0.00% | Add +127.3% | 834 | $10K |
| US Bancorp \de | 0.00% | No change | 771 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 679 | $8K |
| WPG Advisers, LLC | 0.00% | Add +130.2% | 679 | $8K |
| Rothschild Investment LLC | 0.00% | Add +12.8% | 671 | $8K |
| Global Retirement Partners, LLC | 0.00% | — | 660 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Add +14.6% | 620 | $7K |
| Group One Trading LLC | 0.00% | No change | 500 | $6K |
| Summit Securities Group LLC | 0.00% | New | 488 | $6K |
| Rossby Financial, LCC | 0.00% | Reduce -21.4% | 440 | $5K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +296.3% | 432 | $5K |
| Sterling Capital Management LLC | 0.00% | Reduce -81.3% | 374 | $4K |
| Essential Partners LLC | 0.00% | Reduce -49.8% | 344 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 272 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +150.0% | 230 | $3K |
| Osaic Holdings, Inc. | 0.00% | Add +73.3% | 208 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -59.3% | 206 | $2K |
| Quarry LP | 0.00% | New | 201 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 147 | $2K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 144 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 130 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 115 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 110 | $1K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +23.8% | 104 | $1K |
| Covestor Ltd | 0.00% | Add +233.3% | 70 | $1K |
| True Wealth Design, LLC | 0.00% | Add +300.0% | 84 | $993 |
| Clearstead Advisors, LLC | 0.00% | New | 37 | $438 |
| Jones Financial Companies LLLP | 0.00% | New | 36 | $430 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 33 | $390 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -59.7% | 25 | $295 |
| National Bank of Canada | 0.00% | Add +250.0% | 21 | $248 |
| JPL Wealth Management, LLC | 0.00% | Reduce -33.3% | 8 | $95 |
| Huntington National Bank | 0.00% | No change | 1 | $12 |
"% of holder's portfolio" is CTOS's weight in each manager's 13F, not the share of Custom Truck One Source Inc. the manager owns.