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, 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 | $2.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 22 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $93 | 0.00% | 0 | Unchanged |
| True Wealth Design, LLC | 46 | $195 | 0.00% | +46 | New |
| Allworth Financial LP | 53 | $226 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 75 | $317 | 0.00% | +75 | New |
| Parallel Advisors, LLC | 98 | $414 | 0.00% | +98 | New |
| North Star Investment Management Corp. | 100 | $422 | 0.00% | +100 | New |
| SRS Capital Advisors, Inc. | 134 | $566 | 0.00% | +134 | New |
| Rothschild Investment LLC | 135 | $570 | 0.00% | +135 | New |
| Geneos Wealth Management Inc. | 151 | $637 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 200 | $844 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 210 | $886 | 0.00% | +184+707.7% | Added |
| Huntington National Bank | 213 | $899 | 0.00% | −8−3.6% | Reduced |
| Quarry LP | 253 | $1.07K | 0.00% | +253 | New |
| Nisa Investment Advisors, LLC | 257 | $1.08K | 0.00% | +34+15.2% | Added |
| Raffa Wealth Management, LLC | 272 | $1.15K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 327 | $1.38K | 0.00% | +98+42.8% | Added |
| Sterling Capital Management LLC | 336 | $1.42K | 0.00% | −278−45.3% | Reduced |
| Lindbrook Capital, LLC | 426 | $1.80K | 0.00% | −69−13.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 445 | $1.88K | 0.00% | +445 | New |
| Northwestern Mutual Wealth Management Co | 447 | $1.89K | 0.00% | +447 | New |
| EverSource Wealth Advisors, LLC | 476 | $2.01K | 0.00% | +476 | New |
| Group One Trading, L.P. | 500 | $2.11K | 0.00% | +500 | New |
| Deutsche Bank AG | 642 | $2.71K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 728 | $3.07K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 728 | $3.24K | 0.00% | +679+1,385.7% | Added |
| Advisor Group Holdings, Inc. | 825 | $3.48K | 0.00% | −1,334−61.8% | Reduced |
| GAMMA Investing LLC | 867 | $3.66K | 0.00% | +84+10.7% | Added |
| Harbor Capital Advisors, Inc. | 843 | $4.00K | 0.00% | +343+68.6% | Added |
| Private Trust Co NA | 979 | $4.13K | 0.00% | +262+36.5% | Added |
| Coldstream Capital Management Inc | 1,126 | $4.75K | 0.00% | +1,126 | New |
| Comerica Bank | 1,380 | $5.82K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,091 | $9.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,675 | $11.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,878 | $12.1K | 0.00% | +934+48.0% | Added |
| BNP Paribas Arbitrage, SA | 3,050 | $12.9K | 0.00% | −2,982−49.4% | Reduced |
| Simplex Trading, LLC | 3,171 | $13.0K | 0.00% | +3,171 | New |
| CWM, LLC | 3,713 | $16.0K | 0.00% | +38+1.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,847 | $16.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,543 | $19.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,829 | $24.6K | 0.00% | −17−0.3% | Reduced |
| DekaBank Deutsche Girozentrale | 4,959 | $29.0K | 0.00% | +4,959 | New |
| New York State Common Retirement Fund | 8,872 | $37.4K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,136 | $42.8K | 0.00% | +10,136 | New |
| Teza Capital Management LLC | 10,558 | $44.6K | 0.02% | +10,558 | New |
| ProShare Advisors LLC | 10,703 | $45.2K | 0.00% | −3,222−23.1% | Reduced |
| CIBC World Markets Corp | 10,972 | $46.3K | 0.00% | +10,972 | New |
| KLP Kapitalforvaltning AS | 11,600 | $49.0K | 0.00% | 00.0% | Unchanged |
| GWN Securities Inc. | 11,789 | $49.8K | 0.00% | +11,789 | New |
| Sherbrooke Park Advisers LLC | 12,521 | $52.8K | 0.02% | +12,521 | New |
| Bayesian Capital Management, LP | 12,800 | $54.0K | 0.01% | +12,800 | New |
| Police & Firemen's Retirement System of New Jersey | 12,939 | $54.6K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $54.9K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 13,085 | $55.2K | 0.00% | −1,578−10.8% | Reduced |
| FMR LLC | 13,093 | $55.3K | 0.00% | +1,901+17.0% | Added |
| Quadrature Capital Ltd | 13,475 | $56.9K | 0.00% | +13,475 | New |
| Voya Investment Management LLC | 14,632 | $61.7K | 0.00% | −2,645−15.3% | Reduced |
| Royal Bank of Canada | 15,063 | $63.0K | 0.00% | −3,654−19.5% | Reduced |
| AQR Capital Management LLC | 14,948 | $63.1K | 0.00% | +14,948 | New |
| Stifel Financial Corp | 15,139 | $63.9K | 0.00% | +4,069+36.8% | Added |
| Arbor Wealth Advisors LLC | 15,260 | $64.4K | 0.06% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 16,000 | $67.5K | 0.00% | +16,000 | New |
| State Board of Administration of Florida Retirement System | 16,220 | $68.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 16,469 | $69.0K | 0.00% | −15,054−47.8% | Reduced |
| MetLife Investment Management | 16,812 | $70.9K | 0.00% | −14,489−46.3% | Reduced |
| Cubist Systematic Strategies, LLC | 16,877 | $71.2K | 0.00% | +16,877 | New |
| EntryPoint Capital, LLC | 17,172 | $72.5K | 0.03% | −18,197−51.4% | Reduced |
| Two Sigma Investments, LP | 17,448 | $73.6K | 0.00% | +4,300+32.7% | Added |
| Zacks Investment Management | 18,204 | $76.8K | 0.00% | +18,204 | New |
| Intech Investment Management LLC | 18,361 | $77.5K | 0.00% | −6,386−25.8% | Reduced |
| Terry L. Blaker | 20,000 | $84.4K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 20,030 | $84.5K | 0.00% | −33,970−62.9% | Reduced |
| Arizona State Retirement System | 20,087 | $84.8K | 0.00% | +2,948+17.2% | Added |
| Quantinno Capital Management LP | 20,956 | $88.4K | 0.00% | +20,956 | New |
| Price T Rowe Associates Inc | 21,470 | $91.0K | 0.00% | +2,076+10.7% | Added |
| Millennium Management LLC | 22,694 | $95.8K | 0.00% | −50,556−69.0% | Reduced |
| Corebridge Financial, Inc. | 24,224 | $102.2K | 0.00% | −360−1.5% | Reduced |
| M&T Bank Corp | 24,374 | $103.0K | 0.00% | −1,705−6.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 25,168 | $106.2K | 0.03% | +25,168 | New |
| JPMorgan Chase & Co | 25,364 | $107.0K | 0.00% | +2,200+9.5% | Added |
| Envestnet Asset Management Inc | 29,082 | $122.7K | 0.00% | −857−2.9% | Reduced |
| Stoneridge Investment Partners LLC | 30,335 | $128.0K | 0.11% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 28,800 | $128.0K | 0.00% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 35,000 | $147.7K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 35,077 | $148.0K | 0.00% | +2,903+9.0% | Added |
| Wells Fargo & Company | 42,988 | $181.4K | 0.00% | −4,305−9.1% | Reduced |
| LPL Financial LLC | 51,564 | $217.6K | 0.00% | +4,662+9.9% | Added |
| Renaissance Technologies LLC | 53,200 | $224.5K | 0.00% | +53,200 | New |
| Kennedy Capital Management, Inc. | 54,773 | $231.1K | 0.01% | −348,823−86.4% | Reduced |
| Legal & General Group Plc | 57,537 | $243.0K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 57,869 | $244.2K | 0.02% | +7,854+15.7% | Added |
| Cetera Investment Advisers | 58,343 | $246.2K | 0.00% | +31,684+118.8% | Added |
| Alliancebernstein L.P. | 62,670 | $264.5K | 0.00% | −2,270−3.5% | Reduced |
| Barclays PLC | 66,924 | $282.4K | 0.00% | −22,512−25.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 68,000 | $287.0K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 69,477 | $293.2K | 0.00% | +4,342+6.7% | Added |
| Rhumbline Advisers | 73,701 | $311.0K | 0.00% | +1,097+1.5% | Added |
| Citigroup Inc | 74,870 | $316.0K | 0.00% | +27,823+59.1% | Added |
| Virginia Retirement Systems Et Al | 77,837 | $328.5K | 0.00% | +77,837 | New |
| Susquehanna International Group, LLP | 81,282 | $343.0K | 0.00% | +46,689+135.0% | Added |