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 |
|---|---|---|---|---|---|
| Nuveen, LLC | 149,031 | $736.2K | 0.00% | −16,721−10.1% | Reduced |
| Goldman Sachs Group Inc | 174,651 | $862.8K | 0.00% | −354,938−67.0% | Reduced |
| Kennedy Capital Management, Inc. | 252,031 | $1.25M | 0.03% | +197,258+360.1% | Added |
| UBS Asset Management Americas Inc | 259,371 | $1.28M | 0.00% | +71,435+38.0% | Added |
| FMR LLC | 319,187 | $1.58M | 0.00% | +306,094+2,337.8% | Added |
| Sendero Wealth Management, LLC | 390,797 | $1.93M | 0.24% | +227,997+140.0% | Added |
| Morgan Stanley | 403,387 | $1.99M | 0.00% | −31,710−7.3% | Reduced |
| Charles Schwab Investment Management Inc | 448,240 | $2.21M | 0.00% | +15,968+3.7% | Added |
| First Trust Advisors LP | 477,584 | $2.36M | 0.00% | −32,960−6.5% | Reduced |
| Northern Trust Corp | 481,166 | $2.38M | 0.00% | +34,864+7.8% | Added |
| Gsa Capital Partners LLP | 533,223 | $2.63M | 0.18% | +87,613+19.7% | Added |
| First Eagle Investment Management, LLC | 558,353 | $2.76M | 0.01% | +412,830+283.7% | Added |
| UBS Group AG | 564,184 | $2.79M | 0.00% | −29,743−5.0% | Reduced |
| Gilder Gagnon Howe & Co LLC | 639,788 | $3.16M | 0.03% | −150,973−19.1% | Reduced |
| Russell Investments Group, Ltd. | 1,059,257 | $5.23M | 0.01% | +87,973+9.1% | Added |
| Heartland Advisors Inc | 1,123,391 | $5.55M | 0.31% | −76,609−6.4% | Reduced |
| State Street Corp | 1,196,809 | $5.91M | 0.00% | +36,114+3.1% | Added |
| Geode Capital Management, LLC | 1,346,479 | $6.65M | 0.00% | +152,173+12.7% | Added |
| Bank of America Corp | 1,353,273 | $6.69M | 0.00% | −35,435−2.6% | Reduced |
| Clearbridge Investments, LLC | 1,528,437 | $7.55M | 0.01% | −310,178−16.9% | Reduced |
| ACK Asset Management LLC | 1,875,000 | $9.26M | 1.22% | +1,875,000 | New |
| Alyeska Investment Group, L.P. | 2,047,524 | $10.1M | 0.04% | +33,864+1.7% | Added |
| Vanguard Group Inc | 3,140,896 | $15.5M | 0.00% | −698,509−18.2% | Reduced |
| Dimensional Fund Advisors LP | 4,058,878 | $20.1M | 0.00% | +646,359+18.9% | Added |
| BlackRock, Inc. | 4,185,331 | $20.7M | 0.00% | +527,079+14.4% | Added |
| Allspring Global Investments Holdings, LLC | 4,295,487 | $21.0M | 0.04% | −11,571−0.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,197,595 | $25.7M | 0.05% | −108,107−2.0% | Reduced |
| Boston Partners | 5,433,075 | $26.8M | 0.03% | +2,264,366+71.5% | Added |
| Canvas Wealth Advisors, LLC | 4,760,683 | $28.3M | 5.59% | +292,341+6.5% | Added |
| T. Rowe Price Investment Management, Inc. | 7,802,019 | $38.5M | 0.02% | +77,595+1.0% | Added |
| Platinum Equity Advisors, LLC | 156,743,635 | $774.3M | 14.73% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −1,397,327−100.0% | Sold out |
| R.P. Boggs & Co. | 0 | $0 | 0.00% | −1,367,779−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −110,500−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −85,673−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −53,200−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −24,224−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −22,694−100.0% | Sold out |
| Terry L. Blaker | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −16,877−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −16,469−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,475−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −13,085−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −11,789−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −10,972−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −4,959−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,171−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −1,380−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,126−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |