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, Q2 2024
Institutional positions in Custom Truck One Source, Inc. as of Jun 30, 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
- 114
- −5 vs. Q1 2024
- Shares held
- 219.6M
- +5.20M (+2.4%) vs. Q1 2024
- Total value
- $957.5M
- −$289.7M (−23.2%) vs. Q1 2024
- New holders
- 23
- 45 more added
- Sold out
- 28
- 29 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 53 | $251 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 84 | $365 | 0.00% | +29+52.7% | Added |
| Huntington National Bank | 93 | $405 | 0.00% | +93 | New |
| Macquarie Group Ltd | 185 | $805 | 0.00% | +185 | New |
| Lindbrook Capital, LLC | 197 | $857 | 0.00% | +197 | New |
| Rise Advisors, LLC | 200 | $870 | 0.00% | +200 | New |
| Rothschild Investment LLC | 250 | $1.09K | 0.00% | +150+150.0% | Added |
| Raffa Wealth Management, LLC | 272 | $1.18K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 322 | $1.40K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 395 | $1.72K | 0.00% | +395 | New |
| SRS Capital Advisors, Inc. | 415 | $1.81K | 0.00% | +415 | New |
| CWM, LLC | 397 | $2.00K | 0.00% | +342+621.8% | Added |
| Simplex Trading, LLC | 635 | $2.00K | 0.00% | +635 | New |
| Deutsche Bank AG | 642 | $2.79K | 0.00% | −28,655−97.8% | Reduced |
| Private Trust Co NA | 717 | $3.12K | 0.00% | −95−11.7% | Reduced |
| Russell Investments Group, Ltd. | 843 | $3.67K | 0.00% | −6,457−88.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,269 | $5.52K | 0.00% | +194+18.0% | Added |
| Pathway Financial Advisers, LLC | 1,873 | $8.15K | 0.00% | +873+87.3% | Added |
| Amalgamated Bank | 2,091 | $9.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,161 | $9.40K | 0.00% | −13,815−86.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,543 | $19.8K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 5,203 | $22.6K | 0.01% | +5,203 | New |
| Tower Research Capital LLC (TRC) | 7,406 | $32.2K | 0.00% | +5,489+286.3% | Added |
| State of Wyoming | 7,410 | $32.2K | 0.01% | +7,410 | New |
| New York State Common Retirement Fund | 8,872 | $38.6K | 0.00% | −40.0% | Reduced |
| Koshinski Asset Management, Inc. | 10,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,040 | $43.7K | 0.00% | +10,040 | New |
| Raymond James & Associates | 10,266 | $44.7K | 0.00% | +10,266 | New |
| Cetera Investment Advisers | 10,440 | $45.4K | 0.00% | −2,619−20.1% | Reduced |
| Victory Capital Management Inc | 10,781 | $46.9K | 0.00% | +10,781 | New |
| Mercer Global Advisors Inc | 13,000 | $56.5K | 0.00% | −1,156−8.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $56.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 13,258 | $57.7K | 0.00% | +2,573+24.1% | Added |
| Arbor Wealth Advisors LLC | 15,260 | $66.4K | 0.07% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,220 | $70.6K | 0.00% | +16,220 | New |
| Price T Rowe Associates Inc | 16,395 | $72.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,816 | $73.2K | 0.00% | +129+0.8% | Added |
| EntryPoint Capital, LLC | 17,178 | $74.7K | 0.03% | +17,178 | New |
| Susquehanna International Group, LLP | 17,303 | $75.3K | 0.00% | +6,843+65.4% | Added |
| Barclays PLC | 18,801 | $81.8K | 0.00% | −32,711−63.5% | Reduced |
| Brevan Howard Capital Management LP | 19,847 | $86.3K | 0.01% | +7,054+55.1% | Added |
| Terry L. Blaker | 20,000 | $87.0K | 0.00% | +20,000 | New |
| Voya Investment Management LLC | 20,316 | $88.4K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 21,685 | $94.3K | 0.00% | +21,685 | New |
| D.A. Davidson & Co. | 24,265 | $105.6K | 0.00% | +24,265 | New |
| Stoneridge Investment Partners LLC | 24,722 | $108.0K | 0.04% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 27,445 | $119.4K | 0.00% | +27,445 | New |
| D. E. Shaw & Co., Inc. | 27,507 | $119.7K | 0.00% | −6,956−20.2% | Reduced |
| UBS Group AG | 27,733 | $120.6K | 0.00% | −23,307−45.7% | Reduced |
| M&T Bank Corp | 28,576 | $124.3K | 0.00% | +132+0.5% | Added |
| MetLife Investment Management | 30,072 | $130.8K | 0.00% | +5,106+20.5% | Added |
| Envestnet Asset Management Inc | 30,117 | $131.0K | 0.00% | −2,821−8.6% | Reduced |
| Creative Planning | 30,602 | $133.1K | 0.00% | +11,141+57.2% | Added |
| Verition Fund Management LLC | 31,891 | $138.7K | 0.00% | +31,891 | New |
| Visionary Wealth Advisors | 35,000 | $152.3K | 0.01% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 35,955 | $156.4K | 0.03% | +11,484+46.9% | Added |
| Manufacturers Life Insurance Company, The | 37,212 | $161.9K | 0.00% | +1,410+3.9% | Added |
| Wells Fargo & Company | 40,637 | $176.8K | 0.00% | +533+1.3% | Added |
| JPMorgan Chase & Co | 47,373 | $206.1K | 0.00% | +1,959+4.3% | Added |
| LPL Financial LLC | 47,482 | $206.5K | 0.00% | +1,001+2.2% | Added |
| Janus Henderson Group PLC | 53,100 | $230.7K | 0.00% | −238,085−81.8% | Reduced |
| Quadrature Capital Ltd | 57,121 | $247.6K | 0.00% | +35,356+162.4% | Added |
| California State Teachers Retirement System | 57,899 | $251.9K | 0.00% | −2,185−3.6% | Reduced |
| Legal & General Group Plc | 58,656 | $255.2K | 0.00% | −230−0.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 68,000 | $295.8K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 78,388 | $341.0K | 0.00% | +1,665+2.2% | Added |
| Jump Financial, LLC | 85,000 | $369.8K | 0.01% | +52,500+161.5% | Added |
| Jane Street Group, LLC | 85,277 | $371.0K | 0.00% | +74,696+705.9% | Added |
| Goldman Sachs Group Inc | 85,711 | $372.8K | 0.00% | +24,144+39.2% | Added |
| Royal Bank of Canada | 85,613 | $373.0K | 0.00% | +3,546+4.3% | Added |
| UBS Asset Management Americas Inc | 94,720 | $412.0K | 0.00% | +20,467+27.6% | Added |
| Alliancebernstein L.P. | 100,590 | $437.6K | 0.00% | +26,760+36.2% | Added |
| Mariner, LLC | 107,779 | $468.8K | 0.00% | +66,083+158.5% | Added |
| SEI Investments Co | 111,286 | $484.1K | 0.00% | −12,817−10.3% | Reduced |
| Two Sigma Investments, LP | 111,341 | $484.3K | 0.00% | −308,658−73.5% | Reduced |
| Invesco Ltd. | 114,388 | $497.6K | 0.00% | +16,407+16.7% | Added |
| Swiss National Bank | 121,300 | $527.7K | 0.00% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 141,735 | $616.5K | 0.12% | +20,100+16.5% | Added |
| Nuveen Asset Management, LLC | 154,702 | $673.0K | 0.00% | −322,260−67.6% | Reduced |
| Register Financial Advisors LLC | 162,800 | $708.2K | 0.36% | −16,500−9.2% | Reduced |
| Sendero Wealth Management, LLC | 162,800 | $708.2K | 0.12% | +10,000+6.5% | Added |
| Algert Global LLC | 163,463 | $711.1K | 0.02% | −103,240−38.7% | Reduced |
| Two Sigma Advisers, LP | 174,700 | $759.9K | 0.00% | −201,000−53.5% | Reduced |
| Paloma Partners Management Co | 217,904 | $947.9K | 0.08% | +12,904+6.3% | Added |
| Morgan Stanley | 232,928 | $1.01M | 0.00% | −10,532−4.3% | Reduced |
| Bank of New York Mellon Corp | 266,415 | $1.16M | 0.00% | +11,964+4.7% | Added |
| First Eagle Investment Management, LLC | 305,338 | $1.33M | 0.00% | +305,338 | New |
| Gsa Capital Partners LLP | 438,119 | $1.91M | 0.13% | +152,309+53.3% | Added |
| Charles Schwab Investment Management Inc | 474,214 | $2.06M | 0.00% | +1,256+0.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 483,700 | $2.10M | 0.01% | +483,700 | New |
| Maven Securities LTD | 500,000 | $2.17M | 0.34% | +500,000 | New |
| Northern Trust Corp | 507,189 | $2.21M | 0.00% | −23,774−4.5% | Reduced |
| First Trust Advisors LP | 568,373 | $2.47M | 0.00% | +209,778+58.5% | Added |
| Bank of America Corp | 608,427 | $2.65M | 0.00% | −2,352−0.4% | Reduced |
| Loomis Sayles & Co L P | 775,090 | $3.37M | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 778,611 | $3.39M | 0.07% | +733,014+1,607.6% | Added |
| Portolan Capital Management, LLC | 1,186,380 | $5.16M | 0.42% | −57,902−4.7% | Reduced |
| Heartland Advisors Inc | 1,200,000 | $5.22M | 0.29% | +777,953+184.3% | Added |
| State Street Corp | 1,230,467 | $5.35M | 0.00% | +42,113+3.5% | Added |