Custom Truck One Source, Inc.

CTOS

Exchange: NYSE
Industry: Services-Equipment Rental & Leasing, NEC
SEC CIK: 0001709682

SEC filings (opens in a new tab)

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.

Q3 2025 vs. Q2 2025

How the institutions holding Custom Truck One Source, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of CTOS: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Q3 2025	Change
Holders	131	147	+16
Shares	216.6M	215.3M	−1.28M (−0.6%)
Value	$1.07B	$1.38B	+$308.5M (+28.7%)

New holders (30)

Institutions that held Custom Truck One Source, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to CTOS in Q3 2025
Institution	Shares	Value	% of portfolio
Portolan Capital Management, LLC	649,076	$4.17M	0.23%
Intrinsic Edge Capital Management LLC	399,622	$2.57M	0.39%
Private Capital Management, LLC	330,000	$2.12M	0.20%
Arrowstreet Capital, Limited Partnership	281,716	$1.81M	0.00%
EFG Asset Management (North America) Corp.	274,670	$1.76M	0.23%
Voleon Capital Management LP	267,539	$1.72M	0.04%
Sandler Capital Management	221,289	$1.42M	0.52%
Sapient Capital LLC	127,760	$810.0K	0.01%
Verition Fund Management LLC	98,120	$629.9K	0.00%
STRS Ohio	89,400	$573.9K	0.00%
Walleye Capital LLC	82,984	$532.8K	0.00%
Aristeia Capital LLC	77,245	$495.9K	0.02%
XTX Topco Ltd	37,504	$240.8K	0.01%
SG Americas Securities, LLC	35,653	$229.0K	0.00%
Graham Capital Management, L.P.	23,752	$152.5K	0.01%
Catalytic Wealth RIA, LLC	15,000	$96.3K	0.00%
Bayesian Capital Management, LP	14,900	$95.7K	0.02%
Aquatic Capital Management LLC	13,037	$83.7K	0.00%
Gotham Asset Management, LLC	10,577	$67.9K	0.00%
Omers Administration Corp	10,000	$64.2K	0.00%
Cubist Systematic Strategies, LLC	8,797	$56.5K	0.00%
Point72 Europe (London) LLP	2,192	$14.1K	0.00%
Pathway Financial Advisers, LLC	2,186	$14.0K	0.00%
Optiver Holding B.V.	952	$6.11K	0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	911	$6.00K	0.00%
SRS Capital Advisors, Inc.	832	$5.34K	0.00%
Ameritas Advisory Services, LLC	750	$4.82K	0.00%
Smartleaf Asset Management LLC	679	$4.30K	0.00%
GAMMA Investing LLC	439	$2.82K	0.00%
Essential Partners LLC	58	$372	0.00%

Sold out (14)

Institutions that held Custom Truck One Source, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of CTOS in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
TD Asset Management Inc	148,438	$733.3K
Nebula Research & Development LLC	40,972	$202.4K
Algert Global LLC	40,710	$201.1K
EntryPoint Capital, LLC	35,357	$174.7K
Black Diamond Financial, LLC	26,100	$128.9K
Squarepoint Ops LLC	24,074	$118.9K
Platform Technology Partners	20,000	$98.8K
Sherbrooke Park Advisers LLC	19,408	$95.9K
Zacks Investment Management	18,204	$89.9K
Jane Street Group, LLC	11,830	$58.4K
Teza Capital Management LLC	10,224	$50.5K
Teacher Retirement System of Texas	10,224	$50.5K
Skopos Labs, Inc.	955	$4.72K
Geneos Wealth Management Inc.	283	$1.40K