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 |
|---|---|---|---|---|---|
| Maven Securities LTD | 85,673 | $361.5K | 0.08% | +45,673+114.2% | Added |
| California State Teachers Retirement System | 110,188 | $465.0K | 0.00% | +55,556+101.7% | Added |
| Register Financial Advisors LLC | 110,300 | $465.5K | 0.24% | +12,500+12.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 110,500 | $466.3K | 0.00% | +3,800+3.6% | Added |
| Invesco Ltd. | 110,816 | $467.6K | 0.00% | +12,617+12.8% | Added |
| Biondo Investment Advisors, LLC | 114,000 | $481.1K | 0.07% | +43,000+60.6% | Added |
| Bank of New York Mellon Corp | 119,690 | $505.1K | 0.00% | −3,902−3.2% | Reduced |
| SEI Investments Co | 122,103 | $515.3K | 0.00% | −2,462−2.0% | Reduced |
| Swiss National Bank | 135,700 | $572.7K | 0.00% | +18,300+15.6% | Added |
| Point72 Asset Management, L.P. | 136,255 | $575.0K | 0.00% | +136,255 | New |
| First Eagle Investment Management, LLC | 145,523 | $614.1K | 0.00% | +145,523 | New |
| TD Asset Management Inc | 145,848 | $615.5K | 0.00% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 162,800 | $687.0K | 0.10% | 00.0% | Unchanged |
| Nuveen, LLC | 165,752 | $699.5K | 0.00% | +165,752 | New |
| UBS Asset Management Americas Inc | 187,936 | $793.1K | 0.00% | +73,886+64.8% | Added |
| Citadel Advisors LLC | 236,379 | $997.5K | 0.00% | −780,822−76.8% | Reduced |
| Black Diamond Financial, LLC | 252,610 | $1.07M | 0.16% | −759,637−75.0% | Reduced |
| Charles Schwab Investment Management Inc | 432,272 | $1.82M | 0.00% | −11,201−2.5% | Reduced |
| Morgan Stanley | 435,097 | $1.84M | 0.00% | +50,106+13.0% | Added |
| Gsa Capital Partners LLP | 445,610 | $1.88M | 0.17% | +261,328+141.8% | Added |
| Northern Trust Corp | 446,302 | $1.88M | 0.00% | −6,114−1.4% | Reduced |
| First Trust Advisors LP | 510,544 | $2.15M | 0.00% | −454,027−47.1% | Reduced |
| Goldman Sachs Group Inc | 529,589 | $2.23M | 0.00% | +365,862+223.5% | Added |
| UBS Group AG | 593,927 | $2.51M | 0.00% | +128,484+27.6% | Added |
| Gilder Gagnon Howe & Co LLC | 790,761 | $3.34M | 0.04% | −141,588−15.2% | Reduced |
| Russell Investments Group, Ltd. | 971,284 | $4.10M | 0.01% | −539,741−35.7% | Reduced |
| State Street Corp | 1,160,695 | $4.90M | 0.00% | −48,134−4.0% | Reduced |
| Geode Capital Management, LLC | 1,194,306 | $5.04M | 0.00% | +38,618+3.3% | Added |
| Heartland Advisors Inc | 1,200,000 | $5.06M | 0.29% | 00.0% | Unchanged |
| R.P. Boggs & Co. | 1,367,779 | $5.77M | 3.51% | +18,559+1.4% | Added |
| Bank of America Corp | 1,388,708 | $5.86M | 0.00% | +76,625+5.8% | Added |
| Portolan Capital Management, LLC | 1,397,327 | $5.90M | 0.45% | −54,246−3.7% | Reduced |
| Clearbridge Investments, LLC | 1,838,615 | $7.76M | 0.01% | −33,921−1.8% | Reduced |
| Alyeska Investment Group, L.P. | 2,013,660 | $8.50M | 0.03% | +56,630+2.9% | Added |
| Boston Partners | 3,168,709 | $13.4M | 0.02% | −627,715−16.5% | Reduced |
| Dimensional Fund Advisors LP | 3,412,519 | $14.4M | 0.00% | +634,457+22.8% | Added |
| BlackRock, Inc. | 3,658,252 | $15.4M | 0.00% | −25,905−0.7% | Reduced |
| Vanguard Group Inc | 3,839,405 | $16.2M | 0.00% | −64,450−1.7% | Reduced |
| Canvas Wealth Advisors, LLC | 4,468,342 | $17.2M | 4.41% | +359,988+8.8% | Added |
| Allspring Global Investments Holdings, LLC | 4,307,058 | $18.1M | 0.03% | +93,090+2.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,305,702 | $22.4M | 0.05% | +1,645,798+45.0% | Added |
| T. Rowe Price Investment Management, Inc. | 7,724,424 | $32.6M | 0.02% | +316,642+4.3% | Added |
| Platinum Equity Advisors, LLC | 156,743,635 | $661.5M | 14.72% | +8,143,635+5.5% | Added |
| ECP ControlCo, LLC | 0 | $0 | 0.00% | −16,287,270−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −1,075,000−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −57,843−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −21,448−100.0% | Sold out |
| Platform Technology Partners | 0 | $0 | 0.00% | −13,791−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,278−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −8,190−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −2,606−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |