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, Q2 2025
Institutional positions in Custom Truck One Source, Inc. as of Jun 30, 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
- 131
- −11 vs. Q1 2025
- Shares held
- 216.7M
- +3.09M (+1.4%) vs. Q1 2025
- Total value
- $1.08B
- +$175.5M (+19.5%) vs. Q1 2025
- New holders
- 19
- 61 more added
- Sold out
- 30
- 28 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC | 156,743,635 | $774.3M | 14.73% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 7,802,019 | $38.5M | 0.02% | +77,595+1.0% | Added |
| Canvas Wealth Advisors, LLC | 4,760,683 | $28.3M | 5.59% | +292,341+6.5% | Added |
| Boston Partners | 5,433,075 | $26.8M | 0.03% | +2,264,366+71.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,197,595 | $25.7M | 0.05% | −108,107−2.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,295,487 | $21.0M | 0.04% | −11,571−0.3% | Reduced |
| BlackRock, Inc. | 4,185,331 | $20.7M | 0.00% | +527,079+14.4% | Added |
| Dimensional Fund Advisors LP | 4,058,878 | $20.1M | 0.00% | +646,359+18.9% | Added |
| Vanguard Group Inc | 3,140,896 | $15.5M | 0.00% | −698,509−18.2% | Reduced |
| Alyeska Investment Group, L.P. | 2,047,524 | $10.1M | 0.04% | +33,864+1.7% | Added |
| ACK Asset Management LLC | 1,875,000 | $9.26M | 1.22% | +1,875,000 | New |
| Clearbridge Investments, LLC | 1,528,437 | $7.55M | 0.01% | −310,178−16.9% | Reduced |
| Bank of America Corp | 1,353,273 | $6.69M | 0.00% | −35,435−2.6% | Reduced |
| Geode Capital Management, LLC | 1,346,479 | $6.65M | 0.00% | +152,173+12.7% | Added |
| State Street Corp | 1,196,809 | $5.91M | 0.00% | +36,114+3.1% | Added |
| Heartland Advisors Inc | 1,123,391 | $5.55M | 0.31% | −76,609−6.4% | Reduced |
| Russell Investments Group, Ltd. | 1,059,257 | $5.23M | 0.01% | +87,973+9.1% | Added |
| Gilder Gagnon Howe & Co LLC | 639,788 | $3.16M | 0.03% | −150,973−19.1% | Reduced |
| UBS Group AG | 564,184 | $2.79M | 0.00% | −29,743−5.0% | Reduced |
| First Eagle Investment Management, LLC | 558,353 | $2.76M | 0.01% | +412,830+283.7% | Added |
| Gsa Capital Partners LLP | 533,223 | $2.63M | 0.18% | +87,613+19.7% | Added |
| Northern Trust Corp | 481,166 | $2.38M | 0.00% | +34,864+7.8% | Added |
| First Trust Advisors LP | 477,584 | $2.36M | 0.00% | −32,960−6.5% | Reduced |
| Charles Schwab Investment Management Inc | 448,240 | $2.21M | 0.00% | +15,968+3.7% | Added |
| Morgan Stanley | 403,387 | $1.99M | 0.00% | −31,710−7.3% | Reduced |
| Sendero Wealth Management, LLC | 390,797 | $1.93M | 0.24% | +227,997+140.0% | Added |
| FMR LLC | 319,187 | $1.58M | 0.00% | +306,094+2,337.8% | Added |
| UBS Asset Management Americas Inc | 259,371 | $1.28M | 0.00% | +71,435+38.0% | Added |
| Kennedy Capital Management, Inc. | 252,031 | $1.25M | 0.03% | +197,258+360.1% | Added |
| Royal Bank of Canada | 249,592 | $1.23M | 0.00% | +234,529+1,557.0% | Added |
| Goldman Sachs Group Inc | 174,651 | $862.8K | 0.00% | −354,938−67.0% | Reduced |
| Nuveen, LLC | 149,031 | $736.2K | 0.00% | −16,721−10.1% | Reduced |
| Bank of New York Mellon Corp | 149,007 | $736.1K | 0.00% | +29,317+24.5% | Added |
| TD Asset Management Inc | 148,438 | $733.3K | 0.00% | +2,590+1.8% | Added |
| Susquehanna International Group, LLP | 135,393 | $668.8K | 0.00% | +54,111+66.6% | Added |
| Bridgeway Capital Management, LLC | 133,214 | $658.1K | 0.02% | +133,214 | New |
| Empowered Funds, LLC | 133,214 | $658.1K | 0.01% | +133,214 | New |
| Swiss National Bank | 129,300 | $638.7K | 0.00% | −6,400−4.7% | Reduced |
| Invesco Ltd. | 124,583 | $615.4K | 0.00% | +13,767+12.4% | Added |
| SEI Investments Co | 122,464 | $605.0K | 0.00% | +361+0.3% | Added |
| Register Financial Advisors LLC | 120,300 | $594.3K | 0.26% | +10,000+9.1% | Added |
| Barclays PLC | 114,760 | $566.9K | 0.00% | +47,836+71.5% | Added |
| Point72 Asset Management, L.P. | 114,312 | $564.7K | 0.00% | −21,943−16.1% | Reduced |
| Biondo Investment Advisors, LLC | 114,000 | $563.2K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 111,402 | $550.3K | 0.00% | +41,925+60.3% | Added |
| California State Teachers Retirement System | 106,492 | $526.1K | 0.00% | −3,696−3.4% | Reduced |
| Jump Financial, LLC | 106,258 | $524.9K | 0.01% | +86,228+430.5% | Added |
| Citigroup Inc | 94,894 | $468.8K | 0.00% | +20,024+26.7% | Added |
| Rhumbline Advisers | 88,395 | $436.7K | 0.00% | +14,694+19.9% | Added |
| Alliancebernstein L.P. | 84,470 | $417.3K | 0.00% | +21,800+34.8% | Added |
| American Century Companies Inc | 68,765 | $339.7K | 0.00% | +68,765 | New |
| Pine Valley Investments Ltd Liability Co | 68,000 | $335.9K | 0.02% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 66,037 | $326.2K | 0.00% | −11,800−15.2% | Reduced |
| Cornerstone Investment Partners, LLC | 62,337 | $307.9K | 0.01% | +62,337 | New |
| Cetera Investment Advisers | 59,349 | $293.2K | 0.00% | +1,006+1.7% | Added |
| Legal & General Group Plc | 58,281 | $287.9K | 0.00% | +744+1.3% | Added |
| LPL Financial LLC | 56,965 | $281.4K | 0.00% | +5,401+10.5% | Added |
| Wells Fargo & Company | 49,139 | $242.7K | 0.00% | +6,151+14.3% | Added |
| Los Angeles Capital Management LLC | 44,665 | $220.6K | 0.00% | +44,665 | New |
| Intech Investment Management LLC | 42,636 | $210.6K | 0.00% | +24,275+132.2% | Added |
| Nebula Research & Development LLC | 40,972 | $202.4K | 0.02% | −16,897−29.2% | Reduced |
| Algert Global LLC | 40,710 | $201.1K | 0.00% | +40,710 | New |
| AQR Capital Management LLC | 40,523 | $200.2K | 0.00% | +25,575+171.1% | Added |
| Deutsche Bank AG | 39,167 | $193.5K | 0.00% | +38,525+6,000.8% | Added |
| Manufacturers Life Insurance Company, The | 37,448 | $185.0K | 0.00% | +2,371+6.8% | Added |
| MetLife Investment Management | 35,921 | $177.4K | 0.00% | +19,109+113.7% | Added |
| EntryPoint Capital, LLC | 35,357 | $174.7K | 0.09% | +18,185+105.9% | Added |
| Visionary Wealth Advisors | 35,000 | $172.9K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 31,855 | $157.4K | 0.00% | +2,773+9.5% | Added |
| Stoneridge Investment Partners LLC | 30,335 | $150.0K | 0.11% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 30,211 | $150.0K | 0.00% | +8,741+40.7% | Added |
| JPMorgan Chase & Co | 29,422 | $145.3K | 0.00% | +4,058+16.0% | Added |
| Janus Henderson Group PLC | 28,800 | $142.1K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 26,222 | $130.0K | 0.00% | +1,848+7.6% | Added |
| Black Diamond Financial, LLC | 26,100 | $128.9K | 0.02% | −226,510−89.7% | Reduced |
| Squarepoint Ops LLC | 24,074 | $118.9K | 0.00% | +24,074 | New |
| Two Sigma Investments, LP | 20,696 | $102.2K | 0.00% | +3,248+18.6% | Added |
| Citadel Advisors LLC | 20,361 | $100.6K | 0.00% | −216,018−91.4% | Reduced |
| Platform Technology Partners | 20,000 | $98.8K | 0.03% | +20,000 | New |
| Arizona State Retirement System | 19,756 | $97.6K | 0.00% | −331−1.6% | Reduced |
| Sherbrooke Park Advisers LLC | 19,408 | $95.9K | 0.04% | +6,887+55.0% | Added |
| Zacks Investment Management | 18,204 | $89.9K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 17,746 | $87.7K | 0.00% | −11,518−39.4% | Reduced |
| State Board of Administration of Florida Retirement System | 16,220 | $80.1K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 16,000 | $79.0K | 0.00% | 00.0% | Unchanged |
| Arbor Wealth Advisors LLC | 15,260 | $75.4K | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,052 | $74.4K | 0.00% | −87−0.6% | Reduced |
| Truist Financial Corp | 15,000 | $74.1K | 0.00% | +15,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $64.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 12,939 | $63.9K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,360 | $61.1K | 0.00% | +1,657+15.5% | Added |
| R Squared Ltd | 11,935 | $59.0K | 0.03% | +11,935 | New |
| Jane Street Group, LLC | 11,830 | $58.4K | 0.00% | +11,830 | New |
| KLP Kapitalforvaltning AS | 11,600 | $57.3K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 11,286 | $55.8K | 0.00% | −9,670−46.1% | Reduced |
| Teza Capital Management LLC | 10,224 | $50.5K | 0.04% | −334−3.2% | Reduced |
| Teacher Retirement System of Texas | 10,224 | $50.5K | 0.00% | +88+0.9% | Added |
| New York State Common Retirement Fund | 8,872 | $43.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,101 | $35.1K | 0.00% | +4,223+146.7% | Added |
| Quantbot Technologies LP | 6,998 | $34.6K | 0.00% | +6,998 | New |