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, Q1 2024
Institutional positions in Custom Truck One Source, Inc. as of Mar 31, 2024. 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
- 120
- +6 vs. Q4 2023
- Shares held
- 214.4M
- −1.35M (−0.6%) vs. Q4 2023
- Total value
- $1.25B
- −$86.3M (−6.5%) vs. Q4 2023
- New holders
- 20
- 36 more added
- Sold out
- 14
- 44 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 22 | $0 | 0.00% | −2−8.3% | Reduced |
| CWM, LLC | 55 | $0 | 0.00% | +55 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $69 | 0.00% | +12 | New |
| Allworth Financial LP | 53 | $309 | 0.00% | +32+152.4% | Added |
| Nisa Investment Advisors, LLC | 55 | $320 | 0.00% | −10−15.4% | Reduced |
| Quadrant Capital Group LLC | 85 | $495 | 0.00% | +85 | New |
| Comerica Bank | 100 | $582 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $582 | 0.00% | +100 | New |
| Fortitude Family Office, LLC | 228 | $1.33K | 0.00% | +228 | New |
| Raffa Wealth Management, LLC | 272 | $1.58K | 0.00% | +272 | New |
| Global Retirement Partners, LLC | 322 | $1.87K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 812 | $4.73K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,000 | $5.82K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,075 | $6.26K | 0.00% | −2,250−67.7% | Reduced |
| GAMMA Investing LLC | 1,096 | $6.38K | 0.00% | +207+23.3% | Added |
| Metropolitan Life Insurance Co | 1,755 | $10.2K | 0.00% | −355−16.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,917 | $11.2K | 0.00% | −14,094−88.0% | Reduced |
| Amalgamated Bank | 2,091 | $12.0K | 0.00% | −6,120−74.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,543 | $26.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,959 | $28.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 4,959 | $29.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 7,300 | $42.5K | 0.00% | +7,300 | New |
| New York State Common Retirement Fund | 8,876 | $51.7K | 0.00% | −18−0.2% | Reduced |
| Koshinski Asset Management, Inc. | 10,000 | $58.2K | 0.01% | +10,000 | New |
| ProShare Advisors LLC | 10,049 | $58.5K | 0.00% | +10,049 | New |
| Susquehanna International Group, LLP | 10,460 | $60.9K | 0.00% | −24,298−69.9% | Reduced |
| Jane Street Group, LLC | 10,581 | $61.6K | 0.00% | −16,892−61.5% | Reduced |
| Citigroup Inc | 10,685 | $62.2K | 0.00% | +1,510+16.5% | Added |
| Brevan Howard Capital Management LP | 12,793 | $74.5K | 0.01% | +1,011+8.6% | Added |
| MQS Management LLC | 12,970 | $75.5K | 0.04% | +12,970 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $75.7K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,059 | $76.0K | 0.00% | +13,059 | New |
| Mercer Global Advisors Inc | 14,156 | $82.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 14,200 | $82.6K | 0.00% | +14,200 | New |
| Qube Research & Technologies Ltd | 15,146 | $88.2K | 0.00% | +12,684+515.2% | Added |
| Arbor Wealth Advisors LLC | 15,260 | $88.8K | 0.08% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,958 | $92.9K | 0.00% | −115,345−87.8% | Reduced |
| FMR LLC | 15,976 | $93.0K | 0.00% | +14,804+1,263.1% | Added |
| Price T Rowe Associates Inc | 16,395 | $96.0K | 0.00% | +2,882+21.3% | Added |
| Arizona State Retirement System | 16,687 | $97.1K | 0.00% | −523−3.0% | Reduced |
| Creative Planning | 19,461 | $113.3K | 0.00% | +252+1.3% | Added |
| Voya Investment Management LLC | 20,316 | $118.2K | 0.00% | −5,894−22.5% | Reduced |
| American Century Companies Inc | 20,859 | $121.4K | 0.00% | −234−1.1% | Reduced |
| Quadrature Capital Ltd | 21,765 | $126.6K | 0.00% | −8,110−27.1% | Reduced |
| Aristides Capital LLC | 22,409 | $130.4K | 0.06% | +22,409 | New |
| Nebula Research & Development LLC | 24,471 | $142.4K | 0.03% | +24,471 | New |
| Stoneridge Investment Partners LLC | 24,722 | $144.0K | 0.05% | +24,722 | New |
| MetLife Investment Management | 24,966 | $145.3K | 0.00% | −6,480−20.6% | Reduced |
| American International Group, Inc. | 27,564 | $160.4K | 0.00% | −638−2.3% | Reduced |
| M&T Bank Corp | 28,444 | $165.2K | 0.00% | −1,045−3.5% | Reduced |
| Deutsche Bank AG | 29,297 | $170.5K | 0.00% | +1,939+7.1% | Added |
| Sherbrooke Park Advisers LLC | 31,031 | $180.6K | 0.04% | +12,962+71.7% | Added |
| Jump Financial, LLC | 32,500 | $189.2K | 0.01% | −46,794−59.0% | Reduced |
| Envestnet Asset Management Inc | 32,938 | $191.7K | 0.00% | +32,938 | New |
| D. E. Shaw & Co., Inc. | 34,463 | $200.6K | 0.00% | +4,492+15.0% | Added |
| Campbell & CO Investment Adviser LLC | 34,654 | $201.7K | 0.02% | −13,062−27.4% | Reduced |
| Visionary Wealth Advisors | 35,000 | $203.7K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 35,802 | $208.4K | 0.00% | +3,860+12.1% | Added |
| Wells Fargo & Company | 40,104 | $233.4K | 0.00% | +4,223+11.8% | Added |
| Mariner, LLC | 41,696 | $242.7K | 0.00% | +10,921+35.5% | Added |
| Credit Suisse AG | 42,167 | $245.4K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 44,000 | $256.0K | 0.00% | −193,300−81.5% | Reduced |
| Bedel Financial Consulting, Inc. | 45,227 | $263.2K | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 45,414 | $264.3K | 0.00% | −31,523−41.0% | Reduced |
| Kennedy Capital Management, Inc. | 45,597 | $265.4K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 46,481 | $270.5K | 0.00% | +1,127+2.5% | Added |
| UBS Group AG | 51,040 | $297.1K | 0.00% | −20,453−28.6% | Reduced |
| Barclays PLC | 51,512 | $299.8K | 0.00% | −38,796−43.0% | Reduced |
| Legal & General Group Plc | 58,886 | $342.7K | 0.00% | −3,465−5.6% | Reduced |
| California State Teachers Retirement System | 60,084 | $349.7K | 0.00% | −4,003−6.2% | Reduced |
| Goldman Sachs Group Inc | 61,567 | $358.3K | 0.00% | −5,174−7.8% | Reduced |
| Balyasny Asset Management LLC | 63,197 | $367.8K | 0.00% | +63,197 | New |
| New York Life Investment Management LLC | 64,249 | $373.9K | 0.00% | +12,993+25.3% | Added |
| Pine Valley Investments Ltd Liability Co | 68,000 | $395.8K | 0.03% | −5,000−6.8% | Reduced |
| Alliancebernstein L.P. | 73,830 | $429.7K | 0.00% | +16,200+28.1% | Added |
| UBS Asset Management Americas Inc | 74,253 | $432.2K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 76,723 | $446.5K | 0.00% | +1,522+2.0% | Added |
| Royal Bank of Canada | 82,067 | $477.0K | 0.00% | −15,795−16.1% | Reduced |
| Invesco Ltd. | 97,981 | $570.2K | 0.00% | +18,930+23.9% | Added |
| Franklin Resources Inc | 108,811 | $633.3K | 0.00% | +108,811 | New |
| Swiss National Bank | 121,300 | $706.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 124,103 | $722.3K | 0.00% | −11,732−8.6% | Reduced |
| Black Diamond Financial, LLC | 121,635 | $751.7K | 0.20% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 134,502 | $782.8K | 0.00% | +33,977+33.8% | Added |
| Sendero Wealth Management, LLC | 152,800 | $889.3K | 0.15% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 179,300 | $1.04M | 0.54% | +144,200+410.8% | Added |
| Paloma Partners Management Co | 205,000 | $1.19M | 0.17% | +205,000 | New |
| Morgan Stanley | 243,460 | $1.42M | 0.00% | −96,390−28.4% | Reduced |
| Bank of New York Mellon Corp | 254,451 | $1.48M | 0.00% | −17,741−6.5% | Reduced |
| Algert Global LLC | 266,703 | $1.55M | 0.06% | +154,398+137.5% | Added |
| Gsa Capital Partners LLP | 285,810 | $1.66M | 0.13% | +93,267+48.4% | Added |
| Janus Henderson Group PLC | 291,185 | $1.69M | 0.00% | −11,649−3.8% | Reduced |
| Millennium Management LLC | 337,331 | $1.96M | 0.00% | +145,186+75.6% | Added |
| First Trust Advisors LP | 358,595 | $2.09M | 0.00% | −32,096−8.2% | Reduced |
| Two Sigma Advisers, LP | 375,700 | $2.19M | 0.01% | +136,700+57.2% | Added |
| Two Sigma Investments, LP | 419,999 | $2.44M | 0.01% | +206,552+96.8% | Added |
| Heartland Advisors Inc | 422,047 | $2.46M | 0.13% | +422,047 | New |
| Charles Schwab Investment Management Inc | 472,958 | $2.75M | 0.00% | +16,704+3.7% | Added |
| Nuveen Asset Management, LLC | 476,962 | $2.78M | 0.00% | +276,905+138.4% | Added |
| Northern Trust Corp | 530,963 | $3.09M | 0.00% | −20,007−3.6% | Reduced |