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.
Q4 2023 vs. Q3 2023
How the institutions holding Custom Truck One Source, Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 110 | 3 | 115 | +8 |
| Shares | 222.5M | 3.01M | 216.4M | −3.09M (−1.4%) |
| Value | $1.39B | $18.7M | $1.34B | −$35.0M (−2.5%) |
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held Custom Truck One Source, Inc. at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Citadel Advisors LLC | 131,303 | $811.5K | 0.00% |
| Jump Financial, LLC | 79,294 | $490.0K | 0.02% |
| Susquehanna Portfolio Strategies, LLC | 53,652 | $331.6K | 0.01% |
| Y-Intercept (Hong Kong) Ltd | 34,747 | $214.7K | 0.02% |
| D. E. Shaw & Co., Inc. | 29,971 | $185.2K | 0.00% |
| PDT Partners, LLC | 27,970 | $172.9K | 0.02% |
| Axq Capital, LP | 20,035 | $123.8K | 0.03% |
| XTX Topco Ltd | 19,733 | $122.0K | 0.03% |
| Arbor Wealth Advisors LLC | 15,260 | $94.3K | 0.10% |
| Corton Capital Inc. | 13,870 | $85.7K | 0.03% |
| Graham Capital Management, L.P. | 13,072 | $80.8K | 0.00% |
| Brevan Howard Capital Management LP | 11,782 | $72.8K | 0.01% |
| EntryPoint Capital, LLC | 5,384 | $33.3K | 0.03% |
| GAMMA Investing LLC | 889 | $5.81K | 0.00% |
| Allworth Financial LP | 21 | $130 | 0.00% |
| Farther Finance Advisors, LLC | 1 | $6 | 0.00% |
Sold out (8)
Institutions that held Custom Truck One Source, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Harbour Capital Advisors, LLC | 54,096 | $335.4K |
| Beacon Pointe Advisors, LLC | 24,072 | $149.2K |
| Teza Capital Management LLC | 20,851 | $129.3K |
| Cary Street Partner Investment Advisory LLC | 5,000 | $31.0K |
| Quantbot Technologies LP | 1,600 | $9.92K |
| Russell Investments Group, Ltd. | 532 | $3.30K |
| CWM, LLC | 357 | $2.00K |
| Lindbrook Capital, LLC | 218 | $1.35K |
Not filed for Q4 2023 yet (3)
Institutions that held Custom Truck One Source, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Hawkeye Capital Management, LLC | 2,900,000 | $18.0M |
| Virginia Retirement Systems Et Al | 61,300 | $380.1K |
| Bedel Financial Consulting Inc | 49,552 | $307.2K |