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 $2.64B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Custom Truck One Source, Inc. as of Mar 31, 2025. 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
- 143
- +19 vs. Q4 2024
- Shares held
- 213.6M
- −8.37M (−3.8%) vs. Q4 2024
- Total value
- $899.5M
- −$168.2M (−15.8%) vs. Q4 2024
- New holders
- 32
- 45 more added
- Sold out
- 13
- 38 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $2.64B |
| Q1 2026 | 175 | $1.44B |
| Q4 2025 | 157 | $1.25B |
| Q3 2025 | 147 | $1.38B |
| Q2 2025 | 131 | $1.08B |
| Q1 2025 | 143 | $899.6M |
| Q4 2024 | 126 | $1.07B |
| Q3 2024 | 122 | $760.9M |
| Q2 2024 | 114 | $957.7M |
| Q1 2024 | 120 | $1.25B |
| Q4 2023 | 115 | $1.34B |
| Q3 2023 | 110 | $1.39B |
| Q2 2023 | 107 | $1.53B |
| Q1 2023 | 101 | $1.60B |
| Q4 2022 | 86 | $1.45B |
| Q3 2022 | 87 | $474.6M |
| Q2 2022 | 89 | $454.1M |
| Q1 2022 | 83 | $665.2M |
| Q4 2021 | 88 | $602.0M |
| Q3 2021 | 72 | $2.03B |
| Q2 2021 | 71 | $2.03B |
| Q1 2021 | 2 | $718.0K |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC | 156,743,635 | $661.5M | 14.72% | +8,143,635+5.5% | Added |
| T. Rowe Price Investment Management, Inc. | 7,724,424 | $32.6M | 0.02% | +316,642+4.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,305,702 | $22.4M | 0.05% | +1,645,798+45.0% | Added |
| Allspring Global Investments Holdings, LLC | 4,307,058 | $18.1M | 0.03% | +93,090+2.2% | Added |
| Canvas Wealth Advisors, LLC | 4,468,342 | $17.2M | 4.41% | +359,988+8.8% | Added |
| Vanguard Group Inc | 3,839,405 | $16.2M | 0.00% | −64,450−1.7% | Reduced |
| BlackRock, Inc. | 3,658,252 | $15.4M | 0.00% | −25,905−0.7% | Reduced |
| Dimensional Fund Advisors LP | 3,412,519 | $14.4M | 0.00% | +634,457+22.8% | Added |
| Boston Partners | 3,168,709 | $13.4M | 0.02% | −627,715−16.5% | Reduced |
| Alyeska Investment Group, L.P. | 2,013,660 | $8.50M | 0.03% | +56,630+2.9% | Added |
| Clearbridge Investments, LLC | 1,838,615 | $7.76M | 0.01% | −33,921−1.8% | Reduced |
| Portolan Capital Management, LLC | 1,397,327 | $5.90M | 0.45% | −54,246−3.7% | Reduced |
| Bank of America Corp | 1,388,708 | $5.86M | 0.00% | +76,625+5.8% | Added |
| R.P. Boggs & Co. | 1,367,779 | $5.77M | 3.51% | +18,559+1.4% | Added |
| Heartland Advisors Inc | 1,200,000 | $5.06M | 0.29% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,194,306 | $5.04M | 0.00% | +38,618+3.3% | Added |
| State Street Corp | 1,160,695 | $4.90M | 0.00% | −48,134−4.0% | Reduced |
| Russell Investments Group, Ltd. | 971,284 | $4.10M | 0.01% | −539,741−35.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 790,761 | $3.34M | 0.04% | −141,588−15.2% | Reduced |
| UBS Group AG | 593,927 | $2.51M | 0.00% | +128,484+27.6% | Added |
| Goldman Sachs Group Inc | 529,589 | $2.23M | 0.00% | +365,862+223.5% | Added |
| First Trust Advisors LP | 510,544 | $2.15M | 0.00% | −454,027−47.1% | Reduced |
| Northern Trust Corp | 446,302 | $1.88M | 0.00% | −6,114−1.4% | Reduced |
| Gsa Capital Partners LLP | 445,610 | $1.88M | 0.17% | +261,328+141.8% | Added |
| Morgan Stanley | 435,097 | $1.84M | 0.00% | +50,106+13.0% | Added |
| Charles Schwab Investment Management Inc | 432,272 | $1.82M | 0.00% | −11,201−2.5% | Reduced |
| Black Diamond Financial, LLC | 252,610 | $1.07M | 0.16% | −759,637−75.0% | Reduced |
| Citadel Advisors LLC | 236,379 | $997.5K | 0.00% | −780,822−76.8% | Reduced |
| UBS Asset Management Americas Inc | 187,936 | $793.1K | 0.00% | +73,886+64.8% | Added |
| Nuveen, LLC | 165,752 | $699.5K | 0.00% | +165,752 | New |
| Sendero Wealth Management, LLC | 162,800 | $687.0K | 0.10% | 00.0% | Unchanged |
| TD Asset Management Inc | 145,848 | $615.5K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 145,523 | $614.1K | 0.00% | +145,523 | New |
| Point72 Asset Management, L.P. | 136,255 | $575.0K | 0.00% | +136,255 | New |
| Swiss National Bank | 135,700 | $572.7K | 0.00% | +18,300+15.6% | Added |
| SEI Investments Co | 122,103 | $515.3K | 0.00% | −2,462−2.0% | Reduced |
| Bank of New York Mellon Corp | 119,690 | $505.1K | 0.00% | −3,902−3.2% | Reduced |
| Biondo Investment Advisors, LLC | 114,000 | $481.1K | 0.07% | +43,000+60.6% | Added |
| Invesco Ltd. | 110,816 | $467.6K | 0.00% | +12,617+12.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 110,500 | $466.3K | 0.00% | +3,800+3.6% | Added |
| Register Financial Advisors LLC | 110,300 | $465.5K | 0.24% | +12,500+12.8% | Added |
| California State Teachers Retirement System | 110,188 | $465.0K | 0.00% | +55,556+101.7% | Added |
| Maven Securities LTD | 85,673 | $361.5K | 0.08% | +45,673+114.2% | Added |
| Susquehanna International Group, LLP | 81,282 | $343.0K | 0.00% | +46,689+135.0% | Added |
| Virginia Retirement Systems Et Al | 77,837 | $328.5K | 0.00% | +77,837 | New |
| Citigroup Inc | 74,870 | $316.0K | 0.00% | +27,823+59.1% | Added |
| Rhumbline Advisers | 73,701 | $311.0K | 0.00% | +1,097+1.5% | Added |
| Mariner, LLC | 69,477 | $293.2K | 0.00% | +4,342+6.7% | Added |
| Pine Valley Investments Ltd Liability Co | 68,000 | $287.0K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 66,924 | $282.4K | 0.00% | −22,512−25.2% | Reduced |
| Alliancebernstein L.P. | 62,670 | $264.5K | 0.00% | −2,270−3.5% | Reduced |
| Cetera Investment Advisers | 58,343 | $246.2K | 0.00% | +31,684+118.8% | Added |
| Nebula Research & Development LLC | 57,869 | $244.2K | 0.02% | +7,854+15.7% | Added |
| Legal & General Group Plc | 57,537 | $243.0K | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 54,773 | $231.1K | 0.01% | −348,823−86.4% | Reduced |
| Renaissance Technologies LLC | 53,200 | $224.5K | 0.00% | +53,200 | New |
| LPL Financial LLC | 51,564 | $217.6K | 0.00% | +4,662+9.9% | Added |
| Wells Fargo & Company | 42,988 | $181.4K | 0.00% | −4,305−9.1% | Reduced |
| Manufacturers Life Insurance Company, The | 35,077 | $148.0K | 0.00% | +2,903+9.0% | Added |
| Visionary Wealth Advisors | 35,000 | $147.7K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 28,800 | $128.0K | 0.00% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 30,335 | $128.0K | 0.11% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 29,082 | $122.7K | 0.00% | −857−2.9% | Reduced |
| JPMorgan Chase & Co | 25,364 | $107.0K | 0.00% | +2,200+9.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 25,168 | $106.2K | 0.03% | +25,168 | New |
| M&T Bank Corp | 24,374 | $103.0K | 0.00% | −1,705−6.5% | Reduced |
| Corebridge Financial, Inc. | 24,224 | $102.2K | 0.00% | −360−1.5% | Reduced |
| Millennium Management LLC | 22,694 | $95.8K | 0.00% | −50,556−69.0% | Reduced |
| Price T Rowe Associates Inc | 21,470 | $91.0K | 0.00% | +2,076+10.7% | Added |
| Quantinno Capital Management LP | 20,956 | $88.4K | 0.00% | +20,956 | New |
| Arizona State Retirement System | 20,087 | $84.8K | 0.00% | +2,948+17.2% | Added |
| Jump Financial, LLC | 20,030 | $84.5K | 0.00% | −33,970−62.9% | Reduced |
| Terry L. Blaker | 20,000 | $84.4K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 18,361 | $77.5K | 0.00% | −6,386−25.8% | Reduced |
| Zacks Investment Management | 18,204 | $76.8K | 0.00% | +18,204 | New |
| Two Sigma Investments, LP | 17,448 | $73.6K | 0.00% | +4,300+32.7% | Added |
| EntryPoint Capital, LLC | 17,172 | $72.5K | 0.03% | −18,197−51.4% | Reduced |
| Cubist Systematic Strategies, LLC | 16,877 | $71.2K | 0.00% | +16,877 | New |
| MetLife Investment Management | 16,812 | $70.9K | 0.00% | −14,489−46.3% | Reduced |
| SG Americas Securities, LLC | 16,469 | $69.0K | 0.00% | −15,054−47.8% | Reduced |
| State Board of Administration of Florida Retirement System | 16,220 | $68.4K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 16,000 | $67.5K | 0.00% | +16,000 | New |
| Arbor Wealth Advisors LLC | 15,260 | $64.4K | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,139 | $63.9K | 0.00% | +4,069+36.8% | Added |
| AQR Capital Management LLC | 14,948 | $63.1K | 0.00% | +14,948 | New |
| Royal Bank of Canada | 15,063 | $63.0K | 0.00% | −3,654−19.5% | Reduced |
| Voya Investment Management LLC | 14,632 | $61.7K | 0.00% | −2,645−15.3% | Reduced |
| Quadrature Capital Ltd | 13,475 | $56.9K | 0.00% | +13,475 | New |
| FMR LLC | 13,093 | $55.3K | 0.00% | +1,901+17.0% | Added |
| Mercer Global Advisors Inc | 13,085 | $55.2K | 0.00% | −1,578−10.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $54.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 12,939 | $54.6K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 12,800 | $54.0K | 0.01% | +12,800 | New |
| Sherbrooke Park Advisers LLC | 12,521 | $52.8K | 0.02% | +12,521 | New |
| GWN Securities Inc. | 11,789 | $49.8K | 0.00% | +11,789 | New |
| KLP Kapitalforvaltning AS | 11,600 | $49.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 10,972 | $46.3K | 0.00% | +10,972 | New |
| ProShare Advisors LLC | 10,703 | $45.2K | 0.00% | −3,222−23.1% | Reduced |
| Teza Capital Management LLC | 10,558 | $44.6K | 0.02% | +10,558 | New |
| Teacher Retirement System of Texas | 10,136 | $42.8K | 0.00% | +10,136 | New |