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, Q3 2024
Institutional positions in Custom Truck One Source, Inc. as of Sep 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
- 122
- +9 vs. Q2 2024
- Shares held
- 219.8M
- +3.96M (+1.8%) vs. Q2 2024
- Total value
- $759.2M
- −$182.0M (−19.3%) vs. Q2 2024
- New holders
- 22
- 35 more added
- Sold out
- 13
- 43 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 249 | $0 | 0.00% | −386−60.8% | Reduced |
| Covestor Ltd | 21 | $0 | 0.00% | −1−4.5% | Reduced |
| Smartleaf Asset Management LLC | 49 | $176 | 0.00% | +49 | New |
| Allworth Financial LP | 53 | $183 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 90 | $311 | 0.00% | +90 | New |
| Geneos Wealth Management Inc. | 151 | $521 | 0.00% | +151 | New |
| US Bancorp | 185 | $638 | 0.00% | −210−53.2% | Reduced |
| Rise Advisors, LLC | 200 | $690 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 235 | $811 | 0.00% | −15−6.0% | Reduced |
| Raffa Wealth Management, LLC | 272 | $938 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 322 | $1.11K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 415 | $1.43K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 484 | $1.67K | 0.00% | +484 | New |
| Pathway Financial Advisers, LLC | 6,462 | $1.87K | 0.00% | +4,589+245.0% | Added |
| Harbor Capital Advisors, Inc. | 506 | $2.00K | 0.00% | +506 | New |
| Deutsche Bank AG | 642 | $2.21K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 698 | $2.41K | 0.00% | −145−17.2% | Reduced |
| Private Trust Co NA | 717 | $2.47K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 785 | $2.71K | 0.00% | +785 | New |
| Lindbrook Capital, LLC | 972 | $3.35K | 0.00% | +775+393.4% | Added |
| Huntington National Bank | 1,352 | $4.66K | 0.00% | +1,259+1,353.8% | Added |
| Comerica Bank | 1,380 | $4.76K | 0.00% | +1,380 | New |
| Tower Research Capital LLC (TRC) | 2,028 | $7.00K | 0.00% | −5,378−72.6% | Reduced |
| Amalgamated Bank | 2,091 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,937 | $7.00K | 0.00% | +1,540+387.9% | Added |
| Advisor Group Holdings, Inc. | 2,159 | $7.45K | 0.00% | +890+70.1% | Added |
| GWM Advisors LLC | 2,675 | $9.23K | 0.00% | +2,675 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,847 | $13.3K | 0.00% | +3,847 | New |
| Ameritas Investment Partners, Inc. | 4,543 | $15.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,350 | $18.5K | 0.00% | +5,350 | New |
| New York State Common Retirement Fund | 8,872 | $30.6K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 10,000 | $34.5K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,034 | $34.6K | 0.00% | −6−0.1% | Reduced |
| Raymond James & Associates | 10,216 | $35.2K | 0.00% | −50−0.5% | Reduced |
| Cetera Investment Advisers | 10,227 | $35.3K | 0.00% | −213−2.0% | Reduced |
| MetLife Investment Management | 12,012 | $41.4K | 0.00% | −18,060−60.1% | Reduced |
| Mercer Global Advisors Inc | 13,000 | $42.8K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $44.9K | 0.00% | 00.0% | Unchanged |
| Arbor Wealth Advisors LLC | 15,260 | $52.6K | 0.05% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,220 | $56.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 16,233 | $56.0K | 0.00% | +16,233 | New |
| Price T Rowe Associates Inc | 16,395 | $57.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,307 | $59.7K | 0.00% | +491+2.9% | Added |
| Creative Planning | 18,235 | $62.9K | 0.00% | −12,367−40.4% | Reduced |
| SG Americas Securities, LLC | 18,610 | $64.0K | 0.00% | +18,610 | New |
| Quadrature Capital Ltd | 18,891 | $65.1K | 0.00% | −38,230−66.9% | Reduced |
| Terry L. Blaker | 20,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 20,531 | $70.8K | 0.00% | +215+1.1% | Added |
| Sherbrooke Park Advisers LLC | 24,445 | $84.3K | 0.02% | +24,445 | New |
| Stoneridge Investment Partners LLC | 24,857 | $86.0K | 0.03% | +135+0.5% | Added |
| EntryPoint Capital, LLC | 25,244 | $87.1K | 0.05% | +8,066+47.0% | Added |
| M&T Bank Corp | 26,757 | $92.2K | 0.00% | −1,819−6.4% | Reduced |
| Corebridge Financial, Inc. | 27,276 | $94.1K | 0.00% | −169−0.6% | Reduced |
| Acadian Asset Management LLC | 27,867 | $96.0K | 0.00% | +27,867 | New |
| FMR LLC | 28,846 | $99.5K | 0.00% | +26,685+1,234.8% | Added |
| D.A. Davidson & Co. | 29,240 | $100.9K | 0.00% | +4,975+20.5% | Added |
| Envestnet Asset Management Inc | 31,130 | $107.4K | 0.00% | +1,013+3.4% | Added |
| UBS Group AG | 32,303 | $111.4K | 0.00% | +4,570+16.5% | Added |
| Visionary Wealth Advisors | 35,000 | $120.8K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 35,764 | $123.4K | 0.00% | −1,448−3.9% | Reduced |
| Wells Fargo & Company | 38,706 | $133.5K | 0.00% | −1,931−4.8% | Reduced |
| Royal Bank of Canada | 38,957 | $134.0K | 0.00% | −46,656−54.5% | Reduced |
| Aquatic Capital Management LLC | 39,600 | $136.6K | 0.00% | +39,600 | New |
| Biondo Investment Advisors, LLC | 40,000 | $138.0K | 0.02% | +40,000 | New |
| D. E. Shaw & Co., Inc. | 40,634 | $140.2K | 0.00% | +13,127+47.7% | Added |
| Squarepoint Ops LLC | 40,906 | $141.1K | 0.00% | +19,221+88.6% | Added |
| Millennium Management LLC | 41,275 | $142.4K | 0.00% | +41,275 | New |
| Nebula Research & Development LLC | 43,167 | $148.9K | 0.02% | +7,212+20.1% | Added |
| LPL Financial LLC | 48,051 | $165.8K | 0.00% | +569+1.2% | Added |
| Susquehanna International Group, LLP | 49,405 | $170.4K | 0.00% | +32,102+185.5% | Added |
| Janus Henderson Group PLC | 53,100 | $182.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 56,135 | $193.7K | 0.00% | +42,877+323.4% | Added |
| California State Teachers Retirement System | 56,150 | $193.7K | 0.00% | −1,749−3.0% | Reduced |
| Two Sigma Advisers, LP | 57,400 | $198.0K | 0.00% | −117,300−67.1% | Reduced |
| Legal & General Group Plc | 58,396 | $201.5K | 0.00% | −260−0.4% | Reduced |
| Renaissance Technologies LLC | 63,000 | $217.3K | 0.00% | +63,000 | New |
| Pine Valley Investments Ltd Liability Co | 68,000 | $234.6K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 71,601 | $247.0K | 0.00% | −6,787−8.7% | Reduced |
| Mariner, LLC | 82,058 | $283.1K | 0.00% | −25,721−23.9% | Reduced |
| Alliancebernstein L.P. | 84,090 | $290.1K | 0.00% | −16,500−16.4% | Reduced |
| Barclays PLC | 84,526 | $291.6K | 0.00% | +65,725+349.6% | Added |
| Jane Street Group, LLC | 89,432 | $308.5K | 0.00% | +4,155+4.9% | Added |
| Invesco Ltd. | 98,007 | $338.1K | 0.00% | −16,381−14.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 108,800 | $375.4K | 0.00% | −374,900−77.5% | Reduced |
| UBS Asset Management Americas Inc | 109,626 | $378.2K | 0.00% | +14,906+15.7% | Added |
| TD Asset Management Inc | 110,048 | $396.2K | 0.00% | +110,048 | New |
| Swiss National Bank | 117,400 | $405.0K | 0.00% | −3,900−3.2% | Reduced |
| SEI Investments Co | 128,725 | $444.1K | 0.00% | +17,439+15.7% | Added |
| Register Financial Advisors LLC | 138,800 | $478.9K | 0.25% | −24,000−14.7% | Reduced |
| Goldman Sachs Group Inc | 160,175 | $552.6K | 0.00% | +74,464+86.9% | Added |
| Sendero Wealth Management, LLC | 162,800 | $561.7K | 0.09% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 165,752 | $571.8K | 0.00% | +11,050+7.1% | Added |
| Bank of New York Mellon Corp | 225,678 | $778.6K | 0.00% | −40,737−15.3% | Reduced |
| Paloma Partners Management Co | 256,146 | $883.7K | 0.05% | +38,242+17.5% | Added |
| Gsa Capital Partners LLP | 277,545 | $958.0K | 0.07% | −160,574−36.7% | Reduced |
| Citadel Advisors LLC | 374,366 | $1.29M | 0.00% | +374,366 | New |
| Morgan Stanley | 387,592 | $1.34M | 0.00% | +154,664+66.4% | Added |
| Charles Schwab Investment Management Inc | 446,464 | $1.54M | 0.00% | −27,750−5.9% | Reduced |
| Northern Trust Corp | 485,254 | $1.67M | 0.00% | −21,935−4.3% | Reduced |
| JPMorgan Chase & Co | 492,411 | $1.70M | 0.00% | +445,038+939.4% | Added |