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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 8,872 | $37.4K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 4,959 | $29.0K | 0.00% | +4,959 | New |
| The PNC Financial Services Group, Inc. | 5,829 | $24.6K | 0.00% | −17−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 4,543 | $19.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,847 | $16.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,713 | $16.0K | 0.00% | +38+1.0% | Added |
| Simplex Trading, LLC | 3,171 | $13.0K | 0.00% | +3,171 | New |
| BNP Paribas Arbitrage, SA | 3,050 | $12.9K | 0.00% | −2,982−49.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,878 | $12.1K | 0.00% | +934+48.0% | Added |
| GWM Advisors LLC | 2,675 | $11.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,091 | $9.00K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,380 | $5.82K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,126 | $4.75K | 0.00% | +1,126 | New |
| Private Trust Co NA | 979 | $4.13K | 0.00% | +262+36.5% | Added |
| Harbor Capital Advisors, Inc. | 843 | $4.00K | 0.00% | +343+68.6% | Added |
| GAMMA Investing LLC | 867 | $3.66K | 0.00% | +84+10.7% | Added |
| Advisor Group Holdings, Inc. | 825 | $3.48K | 0.00% | −1,334−61.8% | Reduced |
| Smartleaf Asset Management LLC | 728 | $3.24K | 0.00% | +679+1,385.7% | Added |
| US Bancorp | 728 | $3.07K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 642 | $2.71K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 500 | $2.11K | 0.00% | +500 | New |
| EverSource Wealth Advisors, LLC | 476 | $2.01K | 0.00% | +476 | New |
| Northwestern Mutual Wealth Management Co | 447 | $1.89K | 0.00% | +447 | New |
| Caitong International Asset Management Co., Ltd | 445 | $1.88K | 0.00% | +445 | New |
| Lindbrook Capital, LLC | 426 | $1.80K | 0.00% | −69−13.9% | Reduced |
| Sterling Capital Management LLC | 336 | $1.42K | 0.00% | −278−45.3% | Reduced |
| WPG Advisers, LLC | 327 | $1.38K | 0.00% | +98+42.8% | Added |
| Raffa Wealth Management, LLC | 272 | $1.15K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 257 | $1.08K | 0.00% | +34+15.2% | Added |
| Quarry LP | 253 | $1.07K | 0.00% | +253 | New |
| Huntington National Bank | 213 | $899 | 0.00% | −8−3.6% | Reduced |
| Signaturefd, LLC | 210 | $886 | 0.00% | +184+707.7% | Added |
| Rise Advisors, LLC | 200 | $844 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 151 | $637 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 135 | $570 | 0.00% | +135 | New |
| SRS Capital Advisors, Inc. | 134 | $566 | 0.00% | +134 | New |
| North Star Investment Management Corp. | 100 | $422 | 0.00% | +100 | New |
| Parallel Advisors, LLC | 98 | $414 | 0.00% | +98 | New |
| Stephens Consulting, LLC | 75 | $317 | 0.00% | +75 | New |
| Allworth Financial LP | 53 | $226 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 46 | $195 | 0.00% | +46 | New |
| IFP Advisors, Inc | 0 | $93 | 0.00% | 0 | Unchanged |
| Covestor Ltd | 22 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |