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 |
|---|---|---|---|---|---|
| Pathway Financial Advisers, LLC | 1,000 | $6.20K | 0.00% | +1,000 | New |
| Private Trust Co NA | 812 | $5.03K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 602 | $3.73K | 0.00% | −23,428−97.5% | Reduced |
| Russell Investments Group, Ltd. | 532 | $3.30K | 0.00% | +532 | New |
| CWM, LLC | 357 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 322 | $1.93K | 0.00% | +73+29.3% | Added |
| Lindbrook Capital, LLC | 218 | $1.35K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 100 | $620 | 0.00% | +100 | New |
| Nisa Investment Advisors, LLC | 65 | $403 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 26 | $0 | 0.00% | −4−13.3% | Reduced |
| AWH Capital, L.P. | 0 | $0 | 0.00% | −270,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −164,798−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −46,615−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −41,496−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −32,707−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −22,260−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,217−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,089−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |