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 |
|---|---|---|---|---|---|
| Point72 Asia (Singapore) Pte. Ltd. | 6,474 | $32.0K | 0.01% | −18,694−74.3% | Reduced |
| Ameritas Investment Partners, Inc. | 6,154 | $30.4K | 0.00% | +1,611+35.5% | Added |
| BNP Paribas Arbitrage, SA | 5,859 | $28.9K | 0.00% | +2,809+92.1% | Added |
| The PNC Financial Services Group, Inc. | 5,071 | $25.1K | 0.00% | −758−13.0% | Reduced |
| Advisor Group Holdings, Inc. | 4,133 | $20.3K | 0.00% | +3,308+401.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,847 | $19.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,833 | $19.0K | 0.00% | +120+3.2% | Added |
| GWM Advisors LLC | 2,675 | $13.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,091 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,627 | $8.04K | 0.00% | +1,291+384.2% | Added |
| Harbor Capital Advisors, Inc. | 1,283 | $6.00K | 0.00% | +440+52.2% | Added |
| Private Trust Co NA | 979 | $4.84K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 955 | $4.72K | 0.00% | +955 | New |
| US Bancorp | 728 | $3.60K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 679 | $3.35K | 0.00% | +352+107.6% | Added |
| Farther Finance Advisors, LLC | 585 | $2.89K | 0.00% | +585 | New |
| EverSource Wealth Advisors, LLC | 530 | $2.62K | 0.00% | +54+11.3% | Added |
| Group One Trading, L.P. | 500 | $2.47K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 409 | $2.02K | 0.00% | +152+59.1% | Added |
| Global Retirement Partners, LLC | 322 | $1.59K | 0.00% | +322 | New |
| Geneos Wealth Management Inc. | 283 | $1.40K | 0.00% | +132+87.4% | Added |
| Raffa Wealth Management, LLC | 272 | $1.34K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 265 | $1.31K | 0.00% | +130+96.3% | Added |
| Rise Advisors, LLC | 200 | $988 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $973 | 0.00% | 0 | Unchanged |
| Hughes Financial Services, LLC | 141 | $823 | 0.00% | +141 | New |
| Parkside Financial Bank & Trust | 115 | $569 | 0.00% | +115 | New |
| Allworth Financial LP | 64 | $317 | 0.00% | +11+20.8% | Added |
| SBI Securities Co., Ltd. | 27 | $133 | 0.00% | +27 | New |
| Huntington National Bank | 1 | $5 | 0.00% | −212−99.5% | Reduced |
| Covestor Ltd | 21 | $0 | 0.00% | −1−4.5% | Reduced |
| 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 |