Custom Truck One Source, Inc.

CTOS

Exchange: NYSE
Industry: Services-Equipment Rental & Leasing, NEC
SEC CIK: 0001709682

SEC filings (opens in a new tab)

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.

Q1 2025 vs. Q4 2024

How the institutions holding Custom Truck One Source, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of CTOS: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	126	2	143	+19
Shares	222.1M	166.5K	213.6M	−8.37M (−3.8%)
Value	$1.07B	$800.8K	$899.5M	−$168.2M (−15.8%)

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (32)

Institutions that held Custom Truck One Source, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to CTOS in Q1 2025
Institution	Shares	Value	% of portfolio
Nuveen, LLC	165,752	$699.5K	0.00%
First Eagle Investment Management, LLC	145,523	$614.1K	0.00%
Point72 Asset Management, L.P.	136,255	$575.0K	0.00%
Virginia Retirement Systems Et Al	77,837	$328.5K	0.00%
Renaissance Technologies LLC	53,200	$224.5K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	25,168	$106.2K	0.03%
Quantinno Capital Management LP	20,956	$88.4K	0.00%
Zacks Investment Management	18,204	$76.8K	0.00%
Cubist Systematic Strategies, LLC	16,877	$71.2K	0.00%
CWA Asset Management Group, LLC	16,000	$67.5K	0.00%
AQR Capital Management LLC	14,948	$63.1K	0.00%
Quadrature Capital Ltd	13,475	$56.9K	0.00%
Bayesian Capital Management, LP	12,800	$54.0K	0.01%
Sherbrooke Park Advisers LLC	12,521	$52.8K	0.02%
GWN Securities Inc.	11,789	$49.8K	0.00%
CIBC World Markets Corp	10,972	$46.3K	0.00%
Teza Capital Management LLC	10,558	$44.6K	0.02%
Teacher Retirement System of Texas	10,136	$42.8K	0.00%
DekaBank Deutsche Girozentrale	4,959	$29.0K	0.00%
Simplex Trading, LLC	3,171	$13.0K	0.00%
Coldstream Capital Management Inc	1,126	$4.75K	0.00%
Group One Trading, L.P.	500	$2.11K	0.00%
EverSource Wealth Advisors, LLC	476	$2.01K	0.00%
Northwestern Mutual Wealth Management Co	447	$1.89K	0.00%
Caitong International Asset Management Co., Ltd	445	$1.88K	0.00%
Quarry LP	253	$1.07K	0.00%
Rothschild Investment LLC	135	$570	0.00%
SRS Capital Advisors, Inc.	134	$566	0.00%
North Star Investment Management Corp.	100	$422	0.00%
Parallel Advisors, LLC	98	$414	0.00%
Stephens Consulting, LLC	75	$317	0.00%
True Wealth Design, LLC	46	$195	0.00%

Sold out (13)

Institutions that held Custom Truck One Source, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of CTOS in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
ECP ControlCo, LLC	16,287,270	$78.3M
Federated Hermes, Inc.	1,075,000	$5.17M
Paloma Partners Management Co	170,000	$817.7K
Marshall Wace, LLP	57,843	$278.2K
Verition Fund Management LLC	21,448	$103.2K
Platform Technology Partners	13,791	$66.3K
Jane Street Group, LLC	12,278	$59.1K
Two Sigma Advisers, LP	10,500	$50.5K
Koshinski Asset Management, Inc.	10,000	$48.1K
R Squared Ltd	8,190	$39.4K
Pathway Financial Advisers, LLC	2,606	$12.5K
Skopos Labs, Inc.	530	$2.55K
Larson Financial Group LLC	30	$144

Not filed for Q1 2025 yet (2)

Institutions that held Custom Truck One Source, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CTOS in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	165,752	$797.3K
Global Retirement Partners, LLC	727	$3.50K