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, Q3 2025
Institutional positions in Custom Truck One Source, Inc. as of Sep 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
- 147
- +16 vs. Q2 2025
- Shares held
- 215.3M
- −1.38M (−0.6%) vs. Q2 2025
- Total value
- $1.38B
- +$308.0M (+28.7%) vs. Q2 2025
- New holders
- 30
- 55 more added
- Sold out
- 14
- 27 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC | 156,743,635 | $1.01B | 13.06% | 00.0% | Unchanged |
| Boston Partners | 5,475,307 | $35.2M | 0.04% | +42,232+0.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,310,114 | $34.1M | 0.05% | +112,519+2.2% | Added |
| Canvas Wealth Advisors, LLC | 4,746,717 | $30.9M | 5.63% | −13,966−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,389,355 | $28.6M | 0.05% | +93,868+2.2% | Added |
| Dimensional Fund Advisors LP | 4,396,162 | $28.2M | 0.01% | +337,284+8.3% | Added |
| BlackRock, Inc. | 4,237,698 | $27.2M | 0.00% | +52,367+1.3% | Added |
| Vanguard Group Inc | 3,276,088 | $21.0M | 0.00% | +135,192+4.3% | Added |
| T. Rowe Price Investment Management, Inc. | 2,316,067 | $14.9M | 0.01% | −5,485,952−70.3% | Reduced |
| ACK Asset Management LLC | 1,925,000 | $12.4M | 1.55% | +50,000+2.7% | Added |
| Bank of America Corp | 1,794,530 | $11.5M | 0.00% | +441,257+32.6% | Added |
| Alyeska Investment Group, L.P. | 1,750,229 | $11.2M | 0.03% | −297,295−14.5% | Reduced |
| Clearbridge Investments, LLC | 1,563,749 | $10.0M | 0.01% | +35,312+2.3% | Added |
| Geode Capital Management, LLC | 1,408,621 | $9.04M | 0.00% | +62,142+4.6% | Added |
| State Street Corp | 1,273,239 | $8.17M | 0.00% | +76,430+6.4% | Added |
| Russell Investments Group, Ltd. | 1,088,517 | $6.99M | 0.01% | +29,260+2.8% | Added |
| First Eagle Investment Management, LLC | 774,436 | $4.97M | 0.01% | +216,083+38.7% | Added |
| Morgan Stanley | 722,305 | $4.64M | 0.00% | +318,918+79.1% | Added |
| Heartland Advisors Inc | 700,000 | $4.49M | 0.24% | −423,391−37.7% | Reduced |
| Portolan Capital Management, LLC | 649,076 | $4.17M | 0.23% | +649,076 | New |
| Gilder Gagnon Howe & Co LLC | 639,788 | $4.11M | 0.04% | 00.0% | Unchanged |
| Northern Trust Corp | 516,602 | $3.32M | 0.00% | +35,436+7.4% | Added |
| Charles Schwab Investment Management Inc | 505,234 | $3.24M | 0.00% | +56,994+12.7% | Added |
| Citadel Advisors LLC | 427,002 | $2.74M | 0.00% | +406,641+1,997.2% | Added |
| Intrinsic Edge Capital Management LLC | 399,622 | $2.57M | 0.39% | +399,622 | New |
| Citigroup Inc | 399,321 | $2.56M | 0.00% | +304,427+320.8% | Added |
| Sendero Wealth Management, LLC | 390,797 | $2.51M | 0.29% | 00.0% | Unchanged |
| First Trust Advisors LP | 379,911 | $2.44M | 0.00% | −97,673−20.5% | Reduced |
| Bridgeway Capital Management, LLC | 355,347 | $2.28M | 0.05% | +222,133+166.7% | Added |
| Private Capital Management, LLC | 330,000 | $2.12M | 0.20% | +330,000 | New |
| Empowered Funds, LLC | 320,347 | $2.06M | 0.02% | +187,133+140.5% | Added |
| Kennedy Capital Management, Inc. | 304,445 | $1.95M | 0.04% | +52,414+20.8% | Added |
| Arrowstreet Capital, Limited Partnership | 281,716 | $1.81M | 0.00% | +281,716 | New |
| Goldman Sachs Group Inc | 277,218 | $1.78M | 0.00% | +102,567+58.7% | Added |
| EFG Asset Management (North America) Corp. | 274,670 | $1.76M | 0.23% | +274,670 | New |
| Voleon Capital Management LP | 267,539 | $1.72M | 0.04% | +267,539 | New |
| Sandler Capital Management | 221,289 | $1.42M | 0.52% | +221,289 | New |
| Invesco Ltd. | 217,267 | $1.39M | 0.00% | +92,684+74.4% | Added |
| UBS Asset Management Americas Inc | 201,333 | $1.29M | 0.00% | −58,038−22.4% | Reduced |
| Register Financial Advisors LLC | 167,400 | $1.07M | 0.42% | +47,100+39.2% | Added |
| Bank of New York Mellon Corp | 160,591 | $1.03M | 0.00% | +11,584+7.8% | Added |
| Nuveen, LLC | 149,031 | $956.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 142,719 | $916.3K | 0.00% | −421,465−74.7% | Reduced |
| Mariner, LLC | 141,691 | $909.7K | 0.00% | +30,289+27.2% | Added |
| SEI Investments Co | 135,302 | $868.6K | 0.00% | +12,838+10.5% | Added |
| Gsa Capital Partners LLP | 134,467 | $863.0K | 0.07% | −398,756−74.8% | Reduced |
| Swiss National Bank | 129,300 | $830.1K | 0.00% | 00.0% | Unchanged |
| Sapient Capital LLC | 127,760 | $810.0K | 0.01% | +127,760 | New |
| AQR Capital Management LLC | 113,351 | $727.7K | 0.00% | +72,828+179.7% | Added |
| Point72 Asset Management, L.P. | 107,456 | $689.9K | 0.00% | −6,856−6.0% | Reduced |
| Biondo Investment Advisors, LLC | 106,000 | $680.5K | 0.09% | −8,000−7.0% | Reduced |
| American Century Companies Inc | 105,747 | $678.9K | 0.00% | +36,982+53.8% | Added |
| Verition Fund Management LLC | 98,120 | $629.9K | 0.00% | +98,120 | New |
| Alliancebernstein L.P. | 90,770 | $582.7K | 0.00% | +6,300+7.5% | Added |
| STRS Ohio | 89,400 | $573.9K | 0.00% | +89,400 | New |
| Rhumbline Advisers | 89,367 | $573.7K | 0.00% | +972+1.1% | Added |
| Cornerstone Investment Partners, LLC | 85,231 | $547.2K | 0.02% | +22,894+36.7% | Added |
| Barclays PLC | 84,905 | $545.1K | 0.00% | −29,855−26.0% | Reduced |
| Walleye Capital LLC | 82,984 | $532.8K | 0.00% | +82,984 | New |
| Royal Bank of Canada | 78,847 | $507.0K | 0.00% | −170,745−68.4% | Reduced |
| Los Angeles Capital Management LLC | 78,138 | $501.6K | 0.00% | +33,473+74.9% | Added |
| Aristeia Capital LLC | 77,245 | $495.9K | 0.02% | +77,245 | New |
| Pine Valley Investments Ltd Liability Co | 68,000 | $436.6K | 0.02% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 65,237 | $418.8K | 0.00% | −800−1.2% | Reduced |
| California State Teachers Retirement System | 62,005 | $398.1K | 0.00% | −44,487−41.8% | Reduced |
| Legal & General Group Plc | 60,973 | $391.4K | 0.00% | +2,692+4.6% | Added |
| LPL Financial LLC | 60,926 | $391.1K | 0.00% | +3,961+7.0% | Added |
| Cetera Investment Advisers | 59,959 | $384.9K | 0.00% | +610+1.0% | Added |
| Wells Fargo & Company | 58,051 | $372.7K | 0.00% | +8,912+18.1% | Added |
| BNP Paribas Arbitrage, SA | 52,431 | $336.6K | 0.00% | +46,572+794.9% | Added |
| JPMorgan Chase & Co | 51,290 | $329.3K | 0.00% | +21,868+74.3% | Added |
| Jump Financial, LLC | 47,231 | $303.2K | 0.00% | −59,027−55.6% | Reduced |
| Deutsche Bank AG | 43,773 | $281.0K | 0.00% | +4,606+11.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 43,336 | $278.2K | 0.04% | +36,862+569.4% | Added |
| XTX Topco Ltd | 37,504 | $240.8K | 0.01% | +37,504 | New |
| Manufacturers Life Insurance Company, The | 37,185 | $238.7K | 0.00% | −263−0.7% | Reduced |
| Susquehanna International Group, LLP | 35,671 | $229.0K | 0.00% | −99,722−73.7% | Reduced |
| SG Americas Securities, LLC | 35,653 | $229.0K | 0.00% | +35,653 | New |
| MetLife Investment Management | 35,179 | $225.8K | 0.00% | −742−2.1% | Reduced |
| Visionary Wealth Advisors | 35,000 | $224.7K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 33,028 | $212.0K | 0.00% | +1,173+3.7% | Added |
| Stoneridge Investment Partners LLC | 32,813 | $211.0K | 0.14% | +2,478+8.2% | Added |
| Price T Rowe Associates Inc | 31,797 | $205.0K | 0.00% | +1,586+5.2% | Added |
| Janus Henderson Group PLC | 28,800 | $184.8K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 28,052 | $180.1K | 0.00% | +13,000+86.4% | Added |
| M&T Bank Corp | 26,222 | $168.5K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 26,078 | $167.4K | 0.00% | −16,558−38.8% | Reduced |
| Graham Capital Management, L.P. | 23,752 | $152.5K | 0.01% | +23,752 | New |
| Two Sigma Investments, LP | 20,648 | $132.6K | 0.00% | −48−0.2% | Reduced |
| Arizona State Retirement System | 20,105 | $129.1K | 0.00% | +349+1.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 19,572 | $125.7K | 0.00% | +6,633+51.3% | Added |
| R Squared Ltd | 17,386 | $111.6K | 0.05% | +5,451+45.7% | Added |
| State Board of Administration of Florida Retirement System | 16,220 | $104.1K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 16,000 | $102.7K | 0.00% | 00.0% | Unchanged |
| Arbor Wealth Advisors LLC | 15,260 | $98.0K | 0.07% | 00.0% | Unchanged |
| Truist Financial Corp | 15,000 | $96.3K | 0.00% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 15,000 | $96.3K | 0.00% | +15,000 | New |
| Bayesian Capital Management, LP | 14,900 | $95.7K | 0.02% | +14,900 | New |
| Aquatic Capital Management LLC | 13,037 | $83.7K | 0.00% | +13,037 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $83.5K | 0.00% | 00.0% | Unchanged |