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.
Q1 2024 vs. Q4 2023
How the institutions holding Custom Truck One Source, Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 115 | 1 | 120 | +6 |
| Shares | 216.4M | 633.8K | 214.4M | −1.35M (−0.6%) |
| Value | $1.34B | $3.92M | $1.25B | −$86.3M (−6.5%) |
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Custom Truck One Source, Inc. at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Heartland Advisors Inc | 422,047 | $2.46M | 0.13% |
| Paloma Partners Management Co | 205,000 | $1.19M | 0.17% |
| Franklin Resources Inc | 108,811 | $633.3K | 0.00% |
| Balyasny Asset Management LLC | 63,197 | $367.8K | 0.00% |
| Envestnet Asset Management Inc | 32,938 | $191.7K | 0.00% |
| Stoneridge Investment Partners LLC | 24,722 | $144.0K | 0.05% |
| Nebula Research & Development LLC | 24,471 | $142.4K | 0.03% |
| Aristides Capital LLC | 22,409 | $130.4K | 0.06% |
| Point72 Asset Management, L.P. | 14,200 | $82.6K | 0.00% |
| Cetera Investment Advisers | 13,059 | $76.0K | 0.00% |
| MQS Management LLC | 12,970 | $75.5K | 0.04% |
| ProShare Advisors LLC | 10,049 | $58.5K | 0.00% |
| Koshinski Asset Management, Inc. | 10,000 | $58.2K | 0.01% |
| Russell Investments Group, Ltd. | 7,300 | $42.5K | 0.00% |
| Raffa Wealth Management, LLC | 272 | $1.58K | 0.00% |
| Fortitude Family Office, LLC | 228 | $1.33K | 0.00% |
| Rothschild Investment LLC | 100 | $582 | 0.00% |
| Quadrant Capital Group LLC | 85 | $495 | 0.00% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $69 | 0.00% |
| CWM, LLC | 55 | $0 | 0.00% |
Sold out (14)
Institutions that held Custom Truck One Source, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| SG Americas Securities, LLC | 84,169 | $520.0K |
| State of Wisconsin Investment Board | 81,138 | $501.4K |
| Susquehanna Portfolio Strategies, LLC | 53,652 | $331.6K |
| Y-Intercept (Hong Kong) Ltd | 34,747 | $214.7K |
| PDT Partners, LLC | 27,970 | $172.9K |
| Axq Capital, LP | 20,035 | $123.8K |
| XTX Topco Ltd | 19,733 | $122.0K |
| AQR Capital Management LLC | 18,457 | $114.1K |
| State Board of Administration of Florida Retirement System | 16,220 | $100.2K |
| Corton Capital Inc. | 13,870 | $85.7K |
| Graham Capital Management, L.P. | 13,072 | $80.8K |
| Aquatic Capital Management LLC | 9,100 | $56.0K |
| EntryPoint Capital, LLC | 5,384 | $33.3K |
| Farther Finance Advisors, LLC | 1 | $6 |
Not filed for Q1 2024 yet (1)
Institutions that held Custom Truck One Source, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Putnam Investments LLC | 633,823 | $3.92M |