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 2024
Institutional positions in Custom Truck One Source, Inc. as of Dec 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
- 126
- +5 vs. Q3 2024
- Shares held
- 222.1M
- +2.30M (+1.0%) vs. Q3 2024
- Total value
- $1.07B
- +$309.3M (+40.7%) vs. Q3 2024
- New holders
- 18
- 39 more added
- Sold out
- 13
- 44 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 22 | $0 | 0.00% | +1+4.8% | Added |
| IFP Advisors, Inc | 0 | $106 | 0.00% | 0 | New |
| Signaturefd, LLC | 26 | $125 | 0.00% | +26 | New |
| Larson Financial Group LLC | 30 | $144 | 0.00% | +30 | New |
| Smartleaf Asset Management LLC | 49 | $235 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 53 | $269 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 151 | $726 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 200 | $962 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 221 | $1.06K | 0.00% | −1,131−83.7% | Reduced |
| Nisa Investment Advisors, LLC | 223 | $1.07K | 0.00% | +223 | New |
| WPG Advisers, LLC | 229 | $1.10K | 0.00% | +229 | New |
| Raffa Wealth Management, LLC | 272 | $1.31K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 500 | $2.00K | 0.00% | −6−1.2% | Reduced |
| Lindbrook Capital, LLC | 495 | $2.38K | 0.00% | −477−49.1% | Reduced |
| Skopos Labs, Inc. | 530 | $2.55K | 0.00% | +530 | New |
| Sterling Capital Management LLC | 614 | $2.95K | 0.00% | +524+582.2% | Added |
| Deutsche Bank AG | 642 | $3.09K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 717 | $3.45K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 727 | $3.50K | 0.00% | +405+125.8% | Added |
| US Bancorp | 728 | $3.50K | 0.00% | +543+293.5% | Added |
| GAMMA Investing LLC | 783 | $3.77K | 0.00% | +299+61.8% | Added |
| Comerica Bank | 1,380 | $6.64K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,944 | $9.35K | 0.00% | −84−4.1% | Reduced |
| Amalgamated Bank | 2,091 | $10.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,159 | $10.4K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,606 | $12.5K | 0.00% | −3,856−59.7% | Reduced |
| GWM Advisors LLC | 2,675 | $12.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,675 | $18.0K | 0.00% | +1,738+89.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,847 | $18.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,543 | $21.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,846 | $28.1K | 0.00% | +496+9.3% | Added |
| BNP Paribas Arbitrage, SA | 6,032 | $29.0K | 0.00% | +6,032 | New |
| R Squared Ltd | 8,190 | $39.4K | 0.04% | +8,190 | New |
| New York State Common Retirement Fund | 8,872 | $42.7K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 10,000 | $48.1K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 10,500 | $50.5K | 0.00% | −46,900−81.7% | Reduced |
| Stifel Financial Corp | 11,070 | $53.2K | 0.00% | +1,036+10.3% | Added |
| FMR LLC | 11,192 | $53.8K | 0.00% | −17,654−61.2% | Reduced |
| KLP Kapitalforvaltning AS | 11,600 | $55.8K | 0.00% | +11,600 | New |
| Jane Street Group, LLC | 12,278 | $59.1K | 0.00% | −77,154−86.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 12,939 | $62.2K | 0.00% | +12,939 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $62.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 13,148 | $63.2K | 0.00% | +13,148 | New |
| Platform Technology Partners | 13,791 | $66.3K | 0.02% | +13,791 | New |
| ProShare Advisors LLC | 13,925 | $67.0K | 0.00% | +13,925 | New |
| Mercer Global Advisors Inc | 14,663 | $70.5K | 0.00% | +1,663+12.8% | Added |
| Arbor Wealth Advisors LLC | 15,260 | $73.4K | 0.07% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,220 | $78.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,139 | $82.4K | 0.00% | −168−1.0% | Reduced |
| Voya Investment Management LLC | 17,277 | $83.1K | 0.00% | −3,254−15.8% | Reduced |
| Royal Bank of Canada | 18,717 | $90.0K | 0.00% | −20,240−52.0% | Reduced |
| Price T Rowe Associates Inc | 19,394 | $94.0K | 0.00% | +2,999+18.3% | Added |
| Terry L. Blaker | 20,000 | $96.2K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 21,448 | $103.2K | 0.00% | +21,448 | New |
| JPMorgan Chase & Co | 23,164 | $111.4K | 0.00% | −469,247−95.3% | Reduced |
| Corebridge Financial, Inc. | 24,584 | $118.2K | 0.00% | −2,692−9.9% | Reduced |
| Intech Investment Management LLC | 24,747 | $119.0K | 0.00% | +8,514+52.4% | Added |
| M&T Bank Corp | 26,079 | $125.0K | 0.00% | −678−2.5% | Reduced |
| Cetera Investment Advisers | 26,659 | $128.2K | 0.00% | +16,432+160.7% | Added |
| Janus Henderson Group PLC | 28,800 | $139.0K | 0.00% | −24,300−45.8% | Reduced |
| Envestnet Asset Management Inc | 29,939 | $144.0K | 0.00% | −1,191−3.8% | Reduced |
| Stoneridge Investment Partners LLC | 30,335 | $146.0K | 0.05% | +5,478+22.0% | Added |
| MetLife Investment Management | 31,301 | $150.6K | 0.00% | +19,289+160.6% | Added |
| SG Americas Securities, LLC | 31,523 | $152.0K | 0.00% | +12,913+69.4% | Added |
| Manufacturers Life Insurance Company, The | 32,174 | $154.8K | 0.00% | −3,590−10.0% | Reduced |
| Susquehanna International Group, LLP | 34,593 | $166.4K | 0.00% | −14,812−30.0% | Reduced |
| Visionary Wealth Advisors | 35,000 | $168.3K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 35,369 | $170.1K | 0.07% | +10,125+40.1% | Added |
| Maven Securities LTD | 40,000 | $192.4K | 0.03% | +40,000 | New |
| LPL Financial LLC | 46,902 | $225.6K | 0.00% | −1,149−2.4% | Reduced |
| Citigroup Inc | 47,047 | $226.3K | 0.00% | −9,088−16.2% | Reduced |
| Wells Fargo & Company | 47,293 | $227.5K | 0.00% | +8,587+22.2% | Added |
| Nebula Research & Development LLC | 50,015 | $240.6K | 0.03% | +6,848+15.9% | Added |
| Jump Financial, LLC | 54,000 | $259.7K | 0.01% | +54,000 | New |
| California State Teachers Retirement System | 54,632 | $262.8K | 0.00% | −1,518−2.7% | Reduced |
| Legal & General Group Plc | 57,537 | $276.8K | 0.00% | −859−1.5% | Reduced |
| Marshall Wace, LLP | 57,843 | $278.2K | 0.00% | +57,843 | New |
| Alliancebernstein L.P. | 64,940 | $312.4K | 0.00% | −19,150−22.8% | Reduced |
| Mariner, LLC | 65,135 | $313.3K | 0.00% | −16,923−20.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 68,000 | $327.1K | 0.02% | 00.0% | Unchanged |
| Biondo Investment Advisors, LLC | 71,000 | $341.5K | 0.05% | +31,000+77.5% | Added |
| Rhumbline Advisers | 72,604 | $349.2K | 0.00% | +1,003+1.4% | Added |
| Millennium Management LLC | 73,250 | $352.3K | 0.00% | +31,975+77.5% | Added |
| Barclays PLC | 89,436 | $430.2K | 0.00% | +4,910+5.8% | Added |
| Register Financial Advisors LLC | 97,800 | $470.4K | 0.24% | −41,000−29.5% | Reduced |
| Invesco Ltd. | 98,199 | $472.3K | 0.00% | +192+0.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 106,700 | $513.2K | 0.00% | −2,100−1.9% | Reduced |
| UBS Asset Management Americas Inc | 114,050 | $548.6K | 0.00% | +4,424+4.0% | Added |
| Swiss National Bank | 117,400 | $564.7K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 123,592 | $594.5K | 0.00% | −102,086−45.2% | Reduced |
| SEI Investments Co | 124,565 | $599.2K | 0.00% | −4,160−3.2% | Reduced |
| TD Asset Management Inc | 145,848 | $701.5K | 0.00% | +35,800+32.5% | Added |
| Sendero Wealth Management, LLC | 162,800 | $783.1K | 0.12% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 163,727 | $787.5K | 0.00% | +3,552+2.2% | Added |
| Nuveen Asset Management, LLC | 165,752 | $797.3K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 170,000 | $817.7K | 0.05% | −86,146−33.6% | Reduced |
| Gsa Capital Partners LLP | 184,282 | $886.0K | 0.07% | −93,263−33.6% | Reduced |
| Morgan Stanley | 384,991 | $1.85M | 0.00% | −2,601−0.7% | Reduced |
| Kennedy Capital Management, Inc. | 403,596 | $1.94M | 0.04% | −243,024−37.6% | Reduced |
| Charles Schwab Investment Management Inc | 443,473 | $2.13M | 0.00% | −2,991−0.7% | Reduced |