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, Q4 2023
Institutional positions in Custom Truck One Source, Inc. as of Dec 31, 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
- 115
- +8 vs. Q3 2023
- Shares held
- 216.4M
- −3.09M (−1.4%) vs. Q3 2023
- Total value
- $1.34B
- −$35.0M (−2.5%) vs. Q3 2023
- New holders
- 16
- 44 more added
- Sold out
- 8
- 37 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 24 | $0 | 0.00% | −2−7.7% | Reduced |
| Farther Finance Advisors, LLC | 1 | $6 | 0.00% | +1 | New |
| Allworth Financial LP | 21 | $130 | 0.00% | +21 | New |
| Nisa Investment Advisors, LLC | 65 | $402 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 100 | $618 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 322 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 812 | $5.02K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 889 | $5.81K | 0.00% | +889 | New |
| Pathway Financial Advisers, LLC | 1,000 | $6.18K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,172 | $7.24K | 0.00% | −2,657,601−100.0% | Reduced |
| Metropolitan Life Insurance Co | 2,110 | $13.0K | 0.00% | −1,109−34.5% | Reduced |
| Qube Research & Technologies Ltd | 2,462 | $15.2K | 0.00% | −35,803−93.6% | Reduced |
| Advisor Group Holdings, Inc. | 3,325 | $20.5K | 0.00% | +49+1.5% | Added |
| Ameritas Investment Partners, Inc. | 4,543 | $28.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,959 | $30.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 4,959 | $31.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,384 | $33.3K | 0.03% | +5,384 | New |
| Amalgamated Bank | 8,211 | $51.0K | 0.00% | −622−7.0% | Reduced |
| New York State Common Retirement Fund | 8,894 | $55.0K | 0.00% | +165+1.9% | Added |
| Aquatic Capital Management LLC | 9,100 | $56.0K | 0.00% | +1,900+26.4% | Added |
| Citigroup Inc | 9,175 | $56.7K | 0.00% | +8,573+1,424.1% | Added |
| Brevan Howard Capital Management LP | 11,782 | $72.8K | 0.01% | +11,782 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $80.4K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 13,072 | $80.8K | 0.00% | +13,072 | New |
| Price T Rowe Associates Inc | 13,513 | $84.0K | 0.00% | +343+2.6% | Added |
| Corton Capital Inc. | 13,870 | $85.7K | 0.03% | +13,870 | New |
| Mercer Global Advisors Inc | 14,156 | $87.0K | 0.00% | 00.0% | Unchanged |
| Arbor Wealth Advisors LLC | 15,260 | $94.3K | 0.10% | +15,260 | New |
| Tower Research Capital LLC (TRC) | 16,011 | $98.9K | 0.00% | +14,328+851.3% | Added |
| State Board of Administration of Florida Retirement System | 16,220 | $100.2K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,210 | $106.4K | 0.00% | −307−1.8% | Reduced |
| Sherbrooke Park Advisers LLC | 18,069 | $111.7K | 0.05% | +3,754+26.2% | Added |
| AQR Capital Management LLC | 18,457 | $114.1K | 0.00% | +6,535+54.8% | Added |
| Creative Planning | 19,209 | $118.7K | 0.00% | +5,488+40.0% | Added |
| XTX Topco Ltd | 19,733 | $122.0K | 0.03% | +19,733 | New |
| Axq Capital, LP | 20,035 | $123.8K | 0.03% | +20,035 | New |
| American Century Companies Inc | 21,093 | $130.4K | 0.00% | +8,080+62.1% | Added |
| Voya Investment Management LLC | 26,210 | $162.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 27,358 | $169.1K | 0.00% | −726−2.6% | Reduced |
| Jane Street Group, LLC | 27,473 | $169.8K | 0.00% | +6,128+28.7% | Added |
| PDT Partners, LLC | 27,970 | $172.9K | 0.02% | +27,970 | New |
| American International Group, Inc. | 28,202 | $174.3K | 0.00% | −114−0.4% | Reduced |
| M&T Bank Corp | 29,489 | $182.6K | 0.00% | +2,627+9.8% | Added |
| Quadrature Capital Ltd | 29,875 | $184.2K | 0.00% | +2,636+9.7% | Added |
| D. E. Shaw & Co., Inc. | 29,971 | $185.2K | 0.00% | +29,971 | New |
| Mariner, LLC | 30,775 | $190.2K | 0.00% | +7,622+32.9% | Added |
| MetLife Investment Management | 31,446 | $194.3K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 31,942 | $197.4K | 0.00% | −1,862−5.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 34,747 | $214.7K | 0.02% | +34,747 | New |
| Susquehanna International Group, LLP | 34,758 | $214.8K | 0.00% | −14,906−30.0% | Reduced |
| Visionary Wealth Advisors | 35,000 | $216.3K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 35,100 | $216.9K | 0.15% | +30,100+602.0% | Added |
| Wells Fargo & Company | 35,881 | $221.7K | 0.00% | +5,828+19.4% | Added |
| Credit Suisse AG | 42,167 | $260.6K | 0.00% | −6,016−12.5% | Reduced |
| Bedel Financial Consulting, Inc. | 45,227 | $279.5K | 0.05% | −4,325−8.7% | Reduced |
| LPL Financial LLC | 45,354 | $280.3K | 0.00% | +69+0.2% | Added |
| Kennedy Capital Management, Inc. | 45,597 | $281.8K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 47,716 | $294.9K | 0.03% | +25,446+114.3% | Added |
| New York Life Investment Management LLC | 51,256 | $316.8K | 0.00% | −1,180−2.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 53,652 | $331.6K | 0.01% | +53,652 | New |
| Alliancebernstein L.P. | 57,630 | $356.2K | 0.00% | +2,330+4.2% | Added |
| Legal & General Group Plc | 62,351 | $385.3K | 0.00% | −195−0.3% | Reduced |
| California State Teachers Retirement System | 64,087 | $396.1K | 0.00% | −2,873−4.3% | Reduced |
| Goldman Sachs Group Inc | 66,741 | $412.5K | 0.00% | −4,167−5.9% | Reduced |
| UBS Group AG | 71,493 | $441.8K | 0.00% | +48,923+216.8% | Added |
| Pine Valley Investments Ltd Liability Co | 73,000 | $451.1K | 0.04% | −5,000−6.4% | Reduced |
| UBS Asset Management Americas Inc | 74,253 | $458.9K | 0.00% | +15,606+26.6% | Added |
| Rhumbline Advisers | 75,201 | $464.7K | 0.00% | −452−0.6% | Reduced |
| JPMorgan Chase & Co | 76,937 | $475.5K | 0.00% | −485,243−86.3% | Reduced |
| Invesco Ltd. | 79,051 | $488.5K | 0.00% | −25,477−24.4% | Reduced |
| Jump Financial, LLC | 79,294 | $490.0K | 0.02% | +79,294 | New |
| State of Wisconsin Investment Board | 81,138 | $501.4K | 0.00% | −26,564−24.7% | Reduced |
| SG Americas Securities, LLC | 84,169 | $520.0K | 0.01% | +64,606+330.2% | Added |
| Barclays PLC | 90,308 | $558.1K | 0.00% | +69,001+323.8% | Added |
| Royal Bank of Canada | 97,862 | $605.0K | 0.00% | +28,996+42.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 100,525 | $621.2K | 0.00% | +36,202+56.3% | Added |
| Algert Global LLC | 112,305 | $694.0K | 0.03% | +65,980+142.4% | Added |
| Swiss National Bank | 121,300 | $749.6K | 0.00% | −12,600−9.4% | Reduced |
| Black Diamond Financial, LLC | 121,635 | $751.7K | 0.20% | 00.0% | Unchanged |
| Citadel Advisors LLC | 131,303 | $811.5K | 0.00% | +131,303 | New |
| SEI Investments Co | 135,835 | $839.5K | 0.00% | −5,235−3.7% | Reduced |
| Sendero Wealth Management, LLC | 152,800 | $944.3K | 0.18% | +20,000+15.1% | Added |
| Millennium Management LLC | 192,145 | $1.19M | 0.00% | −367,499−65.7% | Reduced |
| Gsa Capital Partners LLP | 192,543 | $1.19M | 0.10% | +50,777+35.8% | Added |
| Nuveen Asset Management, LLC | 200,057 | $1.24M | 0.00% | +1,892+1.0% | Added |
| Two Sigma Investments, LP | 213,447 | $1.32M | 0.00% | −62,123−22.5% | Reduced |
| Renaissance Technologies LLC | 237,300 | $1.47M | 0.00% | +18,900+8.7% | Added |
| Two Sigma Advisers, LP | 239,000 | $1.48M | 0.00% | −5,300−2.2% | Reduced |
| Bank of New York Mellon Corp | 272,192 | $1.68M | 0.00% | +42,369+18.4% | Added |
| Janus Henderson Group PLC | 302,834 | $1.87M | 0.00% | +25,830+9.3% | Added |
| Morgan Stanley | 339,850 | $2.10M | 0.00% | +187,922+123.7% | Added |
| First Trust Advisors LP | 390,691 | $2.41M | 0.00% | +4,048+1.0% | Added |
| Charles Schwab Investment Management Inc | 456,254 | $2.82M | 0.00% | −6,280−1.4% | Reduced |
| Northern Trust Corp | 550,970 | $3.40M | 0.00% | +38,510+7.5% | Added |
| Bank of America Corp | 579,973 | $3.58M | 0.00% | −51,606−8.2% | Reduced |
| Putnam Investments LLC | 633,823 | $3.92M | 0.01% | +70,370+12.5% | Added |
| Loomis Sayles & Co L P | 775,452 | $4.79M | 0.01% | −91,854−10.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 1,002,000 | $6.19M | 0.07% | −97,883−8.9% | Reduced |
| Portolan Capital Management, LLC | 1,042,255 | $6.44M | 0.56% | +65,205+6.7% | Added |
| State Street Corp | 1,156,654 | $7.15M | 0.00% | +79,786+7.4% | Added |