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 $2.63B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Custom Truck One Source, Inc. as of Sep 30, 2023. 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
- 110
- +3 vs. Q2 2023
- Shares held
- 222.5M
- −3.88M (−1.7%) vs. Q2 2023
- Total value
- $1.39B
- −$134.9M (−8.8%) vs. Q2 2023
- New holders
- 12
- 43 more added
- Sold out
- 9
- 37 more reduced
Compare with Q2 2023: 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 | $2.63B |
| Q1 2026 | 175 | $1.44B |
| Q4 2025 | 157 | $1.25B |
| Q3 2025 | 147 | $1.38B |
| Q2 2025 | 131 | $1.07B |
| Q1 2025 | 143 | $899.5M |
| Q4 2024 | 126 | $1.07B |
| Q3 2024 | 122 | $759.2M |
| Q2 2024 | 114 | $957.5M |
| Q1 2024 | 120 | $1.25B |
| Q4 2023 | 115 | $1.34B |
| Q3 2023 | 110 | $1.39B |
| Q2 2023 | 107 | $1.53B |
| Q1 2023 | 101 | $1.54B |
| Q4 2022 | 86 | $1.44B |
| Q3 2022 | 87 | $1.34B |
| Q2 2022 | 89 | $1.28B |
| Q1 2022 | 83 | $1.91B |
| Q4 2021 | 88 | $1.79B |
| Q3 2021 | 72 | $2.03B |
| Q2 2021 | 71 | $2.03B |
| Q1 2021 | 2 | $718.0K |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 26 | $0 | 0.00% | −4−13.3% | Reduced |
| Nisa Investment Advisors, LLC | 65 | $403 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 100 | $620 | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 218 | $1.35K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 322 | $1.93K | 0.00% | +73+29.3% | Added |
| CWM, LLC | 357 | $2.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 532 | $3.30K | 0.00% | +532 | New |
| Citigroup Inc | 602 | $3.73K | 0.00% | −23,428−97.5% | Reduced |
| Private Trust Co NA | 812 | $5.03K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,000 | $6.20K | 0.00% | +1,000 | New |
| Quantbot Technologies LP | 1,600 | $9.92K | 0.00% | +1,600 | New |
| Tower Research Capital LLC (TRC) | 1,683 | $10.4K | 0.00% | +173+11.5% | Added |
| Metropolitan Life Insurance Co | 3,219 | $20.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,276 | $20.3K | 0.00% | +688+26.6% | Added |
| Ameritas Investment Partners, Inc. | 4,543 | $28.2K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,959 | $30.0K | 0.00% | +2,682+117.8% | Added |
| Cary Street Partner Investment Advisory LLC | 5,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,000 | $31.0K | 0.02% | +2,000+66.7% | Added |
| DekaBank Deutsche Girozentrale | 4,959 | $31.0K | 0.00% | +4,959 | New |
| Aquatic Capital Management LLC | 7,200 | $45.0K | 0.00% | −300−4.0% | Reduced |
| New York State Common Retirement Fund | 8,729 | $54.1K | 0.00% | −147−1.7% | Reduced |
| Amalgamated Bank | 8,833 | $55.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 11,922 | $73.9K | 0.00% | −41−0.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $80.7K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 13,013 | $80.7K | 0.00% | +2,103+19.3% | Added |
| Price T Rowe Associates Inc | 13,170 | $82.0K | 0.00% | +1,069+8.8% | Added |
| Creative Planning | 13,721 | $85.1K | 0.00% | −165−1.2% | Reduced |
| Mercer Global Advisors Inc | 14,156 | $88.0K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 14,315 | $88.8K | 0.03% | +14,315 | New |
| State Board of Administration of Florida Retirement System | 16,220 | $100.6K | 0.00% | +110+0.7% | Added |
| Arizona State Retirement System | 17,517 | $108.6K | 0.00% | +235+1.4% | Added |
| SG Americas Securities, LLC | 19,563 | $121.0K | 0.00% | +19,563 | New |
| Teza Capital Management LLC | 20,851 | $129.3K | 0.02% | +20,851 | New |
| Barclays PLC | 21,307 | $132.1K | 0.00% | −4,102−16.1% | Reduced |
| Jane Street Group, LLC | 21,345 | $132.3K | 0.00% | −11,506−35.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 22,270 | $138.1K | 0.02% | +4,934+28.5% | Added |
| UBS Group AG | 22,570 | $139.9K | 0.00% | +167+0.7% | Added |
| Mariner, LLC | 23,153 | $143.5K | 0.00% | −5,218−18.4% | Reduced |
| Beacon Pointe Advisors, LLC | 24,072 | $149.2K | 0.00% | −9,000−27.2% | Reduced |
| Voya Investment Management LLC | 26,210 | $162.5K | 0.00% | +897+3.5% | Added |
| M&T Bank Corp | 26,862 | $166.9K | 0.00% | +918+3.5% | Added |
| Quadrature Capital Ltd | 27,239 | $169.0K | 0.00% | +27,239 | New |
| Deutsche Bank AG | 28,084 | $174.1K | 0.00% | +4,271+17.9% | Added |
| American International Group, Inc. | 28,316 | $175.6K | 0.00% | +1,007+3.7% | Added |
| Wells Fargo & Company | 30,053 | $186.3K | 0.00% | −15,716−34.3% | Reduced |
| MetLife Investment Management | 31,446 | $195.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 33,804 | $209.6K | 0.00% | +9,614+39.7% | Added |
| Visionary Wealth Advisors | 35,000 | $217.0K | 0.02% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 38,265 | $237.2K | 0.00% | −4,810−11.2% | Reduced |
| LPL Financial LLC | 45,285 | $280.8K | 0.00% | −2,386−5.0% | Reduced |
| Kennedy Capital Management, Inc. | 45,597 | $282.7K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 46,325 | $287.2K | 0.01% | −10,295−18.2% | Reduced |
| Credit Suisse AG | 48,183 | $298.7K | 0.00% | −3,401−6.6% | Reduced |
| Bedel Financial Consulting, Inc. | 49,552 | $307.2K | 0.06% | −11,000−18.2% | Reduced |
| Bedel Financial Consulting Inc | 49,552 | $307.2K | 0.06% | +49,552 | New |
| Susquehanna International Group, LLP | 49,664 | $307.9K | 0.00% | +12,530+33.7% | Added |
| New York Life Investment Management LLC | 52,436 | $325.1K | 0.00% | −8,261−13.6% | Reduced |
| Harbour Capital Advisors, LLC | 54,096 | $335.4K | 0.10% | −1,200−2.2% | Reduced |
| Alliancebernstein L.P. | 55,300 | $342.9K | 0.00% | +1,560+2.9% | Added |
| UBS Asset Management Americas Inc | 58,647 | $363.6K | 0.00% | +58,647 | New |
| Virginia Retirement Systems Et Al | 61,300 | $380.1K | 0.00% | +19,700+47.4% | Added |
| Legal & General Group Plc | 62,546 | $387.8K | 0.00% | +20,237+47.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 64,323 | $398.8K | 0.00% | +64,323 | New |
| California State Teachers Retirement System | 66,960 | $415.2K | 0.00% | −6,035−8.3% | Reduced |
| Royal Bank of Canada | 68,866 | $427.0K | 0.00% | −94,013−57.7% | Reduced |
| Goldman Sachs Group Inc | 70,908 | $439.6K | 0.00% | −3,773−5.1% | Reduced |
| Rhumbline Advisers | 75,653 | $469.0K | 0.00% | −944−1.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 78,000 | $483.6K | 0.05% | −2,000−2.5% | Reduced |
| Invesco Ltd. | 104,528 | $648.1K | 0.00% | +22,652+27.7% | Added |
| State of Wisconsin Investment Board | 107,702 | $667.8K | 0.00% | +6,738+6.7% | Added |
| Black Diamond Financial, LLC | 121,635 | $754.1K | 0.23% | −5,000−3.9% | Reduced |
| Sendero Wealth Management, LLC | 132,800 | $823.4K | 0.18% | 00.0% | Unchanged |
| Swiss National Bank | 133,900 | $830.2K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 141,070 | $874.6K | 0.00% | +14,418+11.4% | Added |
| Gsa Capital Partners LLP | 141,766 | $879.0K | 0.08% | −50,114−26.1% | Reduced |
| Morgan Stanley | 151,928 | $942.0K | 0.00% | −6,619−4.2% | Reduced |
| Nuveen Asset Management, LLC | 198,165 | $1.23M | 0.00% | −119−0.1% | Reduced |
| Renaissance Technologies LLC | 218,400 | $1.35M | 0.00% | +135,900+164.7% | Added |
| Bank of New York Mellon Corp | 229,823 | $1.42M | 0.00% | +7,299+3.3% | Added |
| Two Sigma Advisers, LP | 244,300 | $1.51M | 0.00% | +229,200+1,517.9% | Added |
| Two Sigma Investments, LP | 275,570 | $1.71M | 0.00% | +145,752+112.3% | Added |
| Janus Henderson Group PLC | 277,004 | $1.72M | 0.00% | +48,669+21.3% | Added |
| First Trust Advisors LP | 386,643 | $2.40M | 0.00% | −9,860−2.5% | Reduced |
| Dimensional Fund Advisors LP | 438,852 | $2.72M | 0.00% | +345,324+369.2% | Added |
| Charles Schwab Investment Management Inc | 462,534 | $2.87M | 0.00% | +10,826+2.4% | Added |
| Northern Trust Corp | 512,460 | $3.18M | 0.00% | +18,884+3.8% | Added |
| Millennium Management LLC | 559,644 | $3.47M | 0.00% | +509,452+1,015.0% | Added |
| JPMorgan Chase & Co | 562,180 | $3.49M | 0.00% | +479,860+582.9% | Added |
| Putnam Investments LLC | 563,453 | $3.49M | 0.01% | −33,901−5.7% | Reduced |
| Bank of America Corp | 631,579 | $3.92M | 0.00% | −13,371−2.1% | Reduced |
| Loomis Sayles & Co L P | 867,306 | $5.38M | 0.01% | +30,795+3.7% | Added |
| Portolan Capital Management, LLC | 977,050 | $6.06M | 0.57% | +115,117+13.4% | Added |
| R.P. Boggs & Co. | 994,203 | $6.16M | 4.75% | +48,995+5.2% | Added |
| State Street Corp | 1,076,868 | $6.68M | 0.00% | +4,273+0.4% | Added |
| ArrowMark Colorado Holdings LLC | 1,099,883 | $6.82M | 0.08% | −72,117−6.2% | Reduced |
| Geode Capital Management, LLC | 1,189,218 | $7.37M | 0.00% | +38,043+3.3% | Added |
| Schroder Investment Management Group | 1,237,499 | $7.67M | 0.01% | −164,978−11.8% | Reduced |
| Clearbridge Investments, LLC | 1,808,888 | $11.2M | 0.01% | −54,674−2.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,156,983 | $13.4M | 0.03% | +185,272+9.4% | Added |
| Allspring Global Investments Holdings, LLC | 2,333,943 | $14.5M | 0.03% | −43,767−1.8% | Reduced |