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, 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
- 216.6M
- +2.98M (+1.4%) vs. Q1 2025
- Total value
- $1.07B
- +$174.9M (+19.4%) vs. Q1 2025
- New holders
- 19
- 62 more added
- Sold out
- 30
- 27 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 | $2.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 21 | $0 | 0.00% | −1−4.5% | Reduced |
| Huntington National Bank | 1 | $5 | 0.00% | −212−99.5% | Reduced |
| SBI Securities Co., Ltd. | 27 | $133 | 0.00% | +27 | New |
| Allworth Financial LP | 64 | $317 | 0.00% | +11+20.8% | Added |
| Parkside Financial Bank & Trust | 115 | $569 | 0.00% | +115 | New |
| Hughes Financial Services, LLC | 141 | $823 | 0.00% | +141 | New |
| IFP Advisors, Inc | 0 | $973 | 0.00% | 0 | Unchanged |
| Rise Advisors, LLC | 200 | $988 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 265 | $1.31K | 0.00% | +130+96.3% | Added |
| Raffa Wealth Management, LLC | 272 | $1.34K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 283 | $1.40K | 0.00% | +132+87.4% | Added |
| Global Retirement Partners, LLC | 322 | $1.59K | 0.00% | +322 | New |
| Nisa Investment Advisors, LLC | 409 | $2.02K | 0.00% | +152+59.1% | Added |
| Group One Trading, L.P. | 500 | $2.47K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 530 | $2.62K | 0.00% | +54+11.3% | Added |
| Farther Finance Advisors, LLC | 585 | $2.89K | 0.00% | +585 | New |
| WPG Advisers, LLC | 679 | $3.35K | 0.00% | +352+107.6% | Added |
| US Bancorp | 728 | $3.60K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 955 | $4.72K | 0.00% | +955 | New |
| Private Trust Co NA | 979 | $4.84K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,283 | $6.00K | 0.00% | +440+52.2% | Added |
| Sterling Capital Management LLC | 1,627 | $8.04K | 0.00% | +1,291+384.2% | Added |
| Amalgamated Bank | 2,091 | $10.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,675 | $13.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,833 | $19.0K | 0.00% | +120+3.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,847 | $19.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,133 | $20.3K | 0.00% | +3,308+401.0% | Added |
| The PNC Financial Services Group, Inc. | 5,071 | $25.1K | 0.00% | −758−13.0% | Reduced |
| BNP Paribas Arbitrage, SA | 5,859 | $28.9K | 0.00% | +2,809+92.1% | Added |
| Ameritas Investment Partners, Inc. | 6,154 | $30.4K | 0.00% | +1,611+35.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 6,474 | $32.0K | 0.01% | −18,694−74.3% | Reduced |
| Quantbot Technologies LP | 6,998 | $34.6K | 0.00% | +6,998 | New |
| Tower Research Capital LLC (TRC) | 7,101 | $35.1K | 0.00% | +4,223+146.7% | Added |
| New York State Common Retirement Fund | 8,872 | $43.8K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,224 | $50.5K | 0.00% | +88+0.9% | Added |
| Teza Capital Management LLC | 10,224 | $50.5K | 0.04% | −334−3.2% | Reduced |
| Quantinno Capital Management LP | 11,286 | $55.8K | 0.00% | −9,670−46.1% | Reduced |
| KLP Kapitalforvaltning AS | 11,600 | $57.3K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,830 | $58.4K | 0.00% | +11,830 | New |
| R Squared Ltd | 11,935 | $59.0K | 0.03% | +11,935 | New |
| ProShare Advisors LLC | 12,360 | $61.1K | 0.00% | +1,657+15.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,939 | $63.9K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $64.3K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 15,000 | $74.1K | 0.00% | +15,000 | New |
| Stifel Financial Corp | 15,052 | $74.4K | 0.00% | −87−0.6% | Reduced |
| Arbor Wealth Advisors LLC | 15,260 | $75.4K | 0.06% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 16,000 | $79.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,220 | $80.1K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 17,746 | $87.7K | 0.00% | +3,114+21.3% | Added |
| Zacks Investment Management | 18,204 | $89.9K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 19,408 | $95.9K | 0.04% | +6,887+55.0% | Added |
| Arizona State Retirement System | 19,756 | $97.6K | 0.00% | −331−1.6% | Reduced |
| Platform Technology Partners | 20,000 | $98.8K | 0.03% | +20,000 | New |
| Citadel Advisors LLC | 20,361 | $100.6K | 0.00% | −216,018−91.4% | Reduced |
| Two Sigma Investments, LP | 20,696 | $102.2K | 0.00% | +3,248+18.6% | Added |
| Squarepoint Ops LLC | 24,074 | $118.9K | 0.00% | +24,074 | New |
| Black Diamond Financial, LLC | 26,100 | $128.9K | 0.02% | −226,510−89.7% | Reduced |
| M&T Bank Corp | 26,222 | $130.0K | 0.00% | +1,848+7.6% | Added |
| Janus Henderson Group PLC | 28,800 | $142.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 29,422 | $145.3K | 0.00% | +4,058+16.0% | 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 |
| Envestnet Asset Management Inc | 31,855 | $157.4K | 0.00% | +2,773+9.5% | Added |
| Visionary Wealth Advisors | 35,000 | $172.9K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 35,357 | $174.7K | 0.09% | +18,185+105.9% | Added |
| MetLife Investment Management | 35,921 | $177.4K | 0.00% | +19,109+113.7% | Added |
| Manufacturers Life Insurance Company, The | 37,448 | $185.0K | 0.00% | +2,371+6.8% | Added |
| Deutsche Bank AG | 39,167 | $193.5K | 0.00% | +38,525+6,000.8% | Added |
| AQR Capital Management LLC | 40,523 | $200.2K | 0.00% | +25,575+171.1% | Added |
| Algert Global LLC | 40,710 | $201.1K | 0.00% | +40,710 | New |
| Nebula Research & Development LLC | 40,972 | $202.4K | 0.02% | −16,897−29.2% | Reduced |
| Intech Investment Management LLC | 42,636 | $210.6K | 0.00% | +24,275+132.2% | Added |
| Los Angeles Capital Management LLC | 44,665 | $220.6K | 0.00% | +44,665 | New |
| Wells Fargo & Company | 49,139 | $242.7K | 0.00% | +6,151+14.3% | Added |
| LPL Financial LLC | 56,965 | $281.4K | 0.00% | +5,401+10.5% | Added |
| Legal & General Group Plc | 58,281 | $287.9K | 0.00% | +744+1.3% | Added |
| Cetera Investment Advisers | 59,349 | $293.2K | 0.00% | +1,006+1.7% | Added |
| Cornerstone Investment Partners, LLC | 62,337 | $307.9K | 0.01% | +62,337 | New |
| Virginia Retirement Systems Et Al | 66,037 | $326.2K | 0.00% | −11,800−15.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 68,000 | $335.9K | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 68,765 | $339.7K | 0.00% | +68,765 | New |
| Alliancebernstein L.P. | 84,470 | $417.3K | 0.00% | +21,800+34.8% | Added |
| Rhumbline Advisers | 88,395 | $436.7K | 0.00% | +14,694+19.9% | Added |
| Citigroup Inc | 94,894 | $468.8K | 0.00% | +20,024+26.7% | Added |
| Jump Financial, LLC | 106,258 | $524.9K | 0.01% | +86,228+430.5% | Added |
| California State Teachers Retirement System | 106,492 | $526.1K | 0.00% | −3,696−3.4% | Reduced |
| Mariner, LLC | 111,402 | $550.3K | 0.00% | +41,925+60.3% | Added |
| Biondo Investment Advisors, LLC | 114,000 | $563.2K | 0.07% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 114,312 | $564.7K | 0.00% | −21,943−16.1% | Reduced |
| Barclays PLC | 114,760 | $566.9K | 0.00% | +47,836+71.5% | Added |
| Register Financial Advisors LLC | 120,300 | $594.3K | 0.26% | +10,000+9.1% | Added |
| SEI Investments Co | 122,464 | $605.0K | 0.00% | +361+0.3% | Added |
| Invesco Ltd. | 124,583 | $615.4K | 0.00% | +13,767+12.4% | Added |
| Royal Bank of Canada | 124,796 | $616.0K | 0.00% | +109,733+728.5% | Added |
| Swiss National Bank | 129,300 | $638.7K | 0.00% | −6,400−4.7% | Reduced |
| 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 |
| Susquehanna International Group, LLP | 135,393 | $668.8K | 0.00% | +54,111+66.6% | Added |
| TD Asset Management Inc | 148,438 | $733.3K | 0.00% | +2,590+1.8% | Added |
| Bank of New York Mellon Corp | 149,007 | $736.1K | 0.00% | +29,317+24.5% | Added |