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 |
|---|---|---|---|---|---|
| Pathway Financial Advisers, LLC | 2,606 | $12.5K | 0.00% | −3,856−59.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,159 | $10.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,091 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,944 | $9.35K | 0.00% | −84−4.1% | Reduced |
| Comerica Bank | 1,380 | $6.64K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 783 | $3.77K | 0.00% | +299+61.8% | Added |
| US Bancorp | 728 | $3.50K | 0.00% | +543+293.5% | Added |
| Global Retirement Partners, LLC | 727 | $3.50K | 0.00% | +405+125.8% | Added |
| Private Trust Co NA | 717 | $3.45K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 642 | $3.09K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 614 | $2.95K | 0.00% | +524+582.2% | Added |
| Skopos Labs, Inc. | 530 | $2.55K | 0.00% | +530 | New |
| Lindbrook Capital, LLC | 495 | $2.38K | 0.00% | −477−49.1% | Reduced |
| Harbor Capital Advisors, Inc. | 500 | $2.00K | 0.00% | −6−1.2% | Reduced |
| Raffa Wealth Management, LLC | 272 | $1.31K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 229 | $1.10K | 0.00% | +229 | New |
| Nisa Investment Advisors, LLC | 223 | $1.07K | 0.00% | +223 | New |
| Huntington National Bank | 221 | $1.06K | 0.00% | −1,131−83.7% | Reduced |
| Rise Advisors, LLC | 200 | $962 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 151 | $726 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 53 | $269 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 49 | $235 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $144 | 0.00% | +30 | New |
| Signaturefd, LLC | 26 | $125 | 0.00% | +26 | New |
| IFP Advisors, Inc | 0 | $106 | 0.00% | 0 | New |
| Covestor Ltd | 22 | $0 | 0.00% | +1+4.8% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −40,906−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −40,634−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −39,600−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −29,240−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −27,867−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −24,445−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −18,891−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −18,235−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −785−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |