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, 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
- −1.28M (−0.6%) vs. Q2 2025
- Total value
- $1.38B
- +$308.5M (+28.7%) vs. Q2 2025
- New holders
- 30
- 54 more added
- Sold out
- 14
- 28 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 | $2.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $6 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 27 | $173 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 58 | $372 | 0.00% | +58 | New |
| IFP Advisors, Inc | 95 | $610 | 0.00% | +95 | Added |
| Parkside Financial Bank & Trust | 115 | $739 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 141 | $830 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 152 | $976 | 0.00% | +88+137.5% | Added |
| Rothschild Investment LLC | 165 | $1.06K | 0.00% | −100−37.7% | Reduced |
| Rise Advisors, LLC | 200 | $1.28K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 257 | $1.65K | 0.00% | −328−56.1% | Reduced |
| Raffa Wealth Management, LLC | 272 | $1.75K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 322 | $2.07K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 409 | $2.63K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 439 | $2.82K | 0.00% | +439 | New |
| Group One Trading, L.P. | 500 | $3.21K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 530 | $3.40K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 679 | $4.30K | 0.00% | +679 | New |
| WPG Advisers, LLC | 679 | $4.36K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 728 | $4.67K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 750 | $4.82K | 0.00% | +750 | New |
| SRS Capital Advisors, Inc. | 832 | $5.34K | 0.00% | +832 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 911 | $6.00K | 0.00% | +911 | New |
| Optiver Holding B.V. | 952 | $6.11K | 0.00% | +952 | New |
| Private Trust Co NA | 979 | $6.29K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,322 | $8.00K | 0.00% | +39+3.0% | Added |
| Amalgamated Bank | 2,091 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,186 | $14.0K | 0.00% | +2,186 | New |
| Point72 Europe (London) LLP | 2,192 | $14.1K | 0.00% | +2,192 | New |
| Advisor Group Holdings, Inc. | 2,545 | $15.7K | 0.00% | −1,588−38.4% | Reduced |
| GWM Advisors LLC | 2,675 | $17.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,330 | $21.4K | 0.00% | −3,771−53.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,847 | $24.7K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,159 | $26.7K | 0.00% | +2,532+155.6% | Added |
| The PNC Financial Services Group, Inc. | 5,071 | $32.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,188 | $33.0K | 0.00% | +1,355+35.4% | Added |
| FMR LLC | 5,323 | $34.2K | 0.00% | −313,864−98.3% | Reduced |
| Ameritas Investment Partners, Inc. | 6,154 | $39.5K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 8,797 | $56.5K | 0.00% | +8,797 | New |
| New York State Common Retirement Fund | 8,872 | $57.0K | 0.00% | 00.0% | Unchanged |
| Omers Administration Corp | 10,000 | $64.2K | 0.00% | +10,000 | New |
| ProShare Advisors LLC | 10,308 | $66.2K | 0.00% | −2,052−16.6% | Reduced |
| Gotham Asset Management, LLC | 10,577 | $67.9K | 0.00% | +10,577 | New |
| KLP Kapitalforvaltning AS | 11,600 | $74.5K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 11,870 | $76.2K | 0.00% | −5,876−33.1% | Reduced |
| Quantbot Technologies LP | 12,485 | $80.2K | 0.00% | +5,487+78.4% | Added |
| Quantinno Capital Management LP | 12,661 | $81.3K | 0.00% | +1,375+12.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $83.5K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 13,037 | $83.7K | 0.00% | +13,037 | New |
| Bayesian Capital Management, LP | 14,900 | $95.7K | 0.02% | +14,900 | New |
| 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 |
| Arbor Wealth Advisors LLC | 15,260 | $98.0K | 0.07% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 16,000 | $102.7K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,220 | $104.1K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 17,386 | $111.6K | 0.05% | +5,451+45.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 19,572 | $125.7K | 0.00% | +6,633+51.3% | Added |
| Arizona State Retirement System | 20,105 | $129.1K | 0.00% | +349+1.8% | Added |
| Two Sigma Investments, LP | 20,648 | $132.6K | 0.00% | −48−0.2% | Reduced |
| Graham Capital Management, L.P. | 23,752 | $152.5K | 0.01% | +23,752 | New |
| JPMorgan Chase & Co | 25,645 | $164.6K | 0.00% | −3,777−12.8% | Reduced |
| Intech Investment Management LLC | 26,078 | $167.4K | 0.00% | −16,558−38.8% | Reduced |
| M&T Bank Corp | 26,222 | $168.5K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 28,052 | $180.1K | 0.00% | +13,000+86.4% | Added |
| Janus Henderson Group PLC | 28,800 | $184.8K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 31,797 | $205.0K | 0.00% | +1,586+5.2% | Added |
| Stoneridge Investment Partners LLC | 32,813 | $211.0K | 0.14% | +2,478+8.2% | Added |
| Envestnet Asset Management Inc | 33,028 | $212.0K | 0.00% | +1,173+3.7% | Added |
| Visionary Wealth Advisors | 35,000 | $224.7K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 35,179 | $225.8K | 0.00% | −742−2.1% | Reduced |
| SG Americas Securities, LLC | 35,653 | $229.0K | 0.00% | +35,653 | New |
| Susquehanna International Group, LLP | 35,671 | $229.0K | 0.00% | −99,722−73.7% | Reduced |
| Manufacturers Life Insurance Company, The | 37,185 | $238.7K | 0.00% | −263−0.7% | Reduced |
| XTX Topco Ltd | 37,504 | $240.8K | 0.01% | +37,504 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 43,336 | $278.2K | 0.04% | +36,862+569.4% | Added |
| Deutsche Bank AG | 43,773 | $281.0K | 0.00% | +4,606+11.8% | Added |
| Jump Financial, LLC | 47,231 | $303.2K | 0.00% | −59,027−55.6% | Reduced |
| BNP Paribas Arbitrage, SA | 52,431 | $336.6K | 0.00% | +46,572+794.9% | Added |
| Wells Fargo & Company | 58,051 | $372.7K | 0.00% | +8,912+18.1% | Added |
| Cetera Investment Advisers | 59,959 | $384.9K | 0.00% | +610+1.0% | Added |
| LPL Financial LLC | 60,926 | $391.1K | 0.00% | +3,961+7.0% | Added |
| Legal & General Group Plc | 60,973 | $391.4K | 0.00% | +2,692+4.6% | Added |
| California State Teachers Retirement System | 62,005 | $398.1K | 0.00% | −44,487−41.8% | Reduced |
| Virginia Retirement Systems Et Al | 65,237 | $418.8K | 0.00% | −800−1.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 68,000 | $436.6K | 0.02% | 00.0% | Unchanged |
| Aristeia Capital LLC | 77,245 | $495.9K | 0.02% | +77,245 | New |
| Los Angeles Capital Management LLC | 78,138 | $501.6K | 0.00% | +33,473+74.9% | Added |
| Royal Bank of Canada | 78,847 | $507.0K | 0.00% | −45,949−36.8% | Reduced |
| Walleye Capital LLC | 82,984 | $532.8K | 0.00% | +82,984 | New |
| Barclays PLC | 84,905 | $545.1K | 0.00% | −29,855−26.0% | Reduced |
| Cornerstone Investment Partners, LLC | 85,231 | $547.2K | 0.02% | +22,894+36.7% | Added |
| Rhumbline Advisers | 89,367 | $573.7K | 0.00% | +972+1.1% | Added |
| STRS Ohio | 89,400 | $573.9K | 0.00% | +89,400 | New |
| Alliancebernstein L.P. | 90,770 | $582.7K | 0.00% | +6,300+7.5% | Added |
| Verition Fund Management LLC | 98,120 | $629.9K | 0.00% | +98,120 | New |
| American Century Companies Inc | 105,747 | $678.9K | 0.00% | +36,982+53.8% | Added |
| Biondo Investment Advisors, LLC | 106,000 | $680.5K | 0.09% | −8,000−7.0% | Reduced |
| Point72 Asset Management, L.P. | 107,456 | $689.9K | 0.00% | −6,856−6.0% | Reduced |
| AQR Capital Management LLC | 113,351 | $727.7K | 0.00% | +72,828+179.7% | Added |
| Sapient Capital LLC | 127,760 | $810.0K | 0.01% | +127,760 | New |