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 |
|---|---|---|---|---|---|
| Swiss National Bank | 129,300 | $830.1K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 134,467 | $863.0K | 0.07% | −398,756−74.8% | Reduced |
| SEI Investments Co | 135,302 | $868.6K | 0.00% | +12,838+10.5% | Added |
| Mariner, LLC | 141,691 | $909.7K | 0.00% | +30,289+27.2% | Added |
| UBS Group AG | 142,719 | $916.3K | 0.00% | −421,465−74.7% | Reduced |
| Nuveen, LLC | 149,031 | $956.8K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 160,591 | $1.03M | 0.00% | +11,584+7.8% | Added |
| Register Financial Advisors LLC | 167,400 | $1.07M | 0.42% | +47,100+39.2% | Added |
| UBS Asset Management Americas Inc | 201,333 | $1.29M | 0.00% | −58,038−22.4% | Reduced |
| Invesco Ltd. | 217,267 | $1.39M | 0.00% | +92,684+74.4% | Added |
| Sandler Capital Management | 221,289 | $1.42M | 0.52% | +221,289 | New |
| Voleon Capital Management LP | 267,539 | $1.72M | 0.04% | +267,539 | New |
| EFG Asset Management (North America) Corp. | 274,670 | $1.76M | 0.23% | +274,670 | New |
| Goldman Sachs Group Inc | 277,218 | $1.78M | 0.00% | +102,567+58.7% | Added |
| Arrowstreet Capital, Limited Partnership | 281,716 | $1.81M | 0.00% | +281,716 | New |
| Kennedy Capital Management, Inc. | 304,445 | $1.95M | 0.04% | +52,414+20.8% | Added |
| Empowered Funds, LLC | 320,347 | $2.06M | 0.02% | +187,133+140.5% | Added |
| Private Capital Management, LLC | 330,000 | $2.12M | 0.20% | +330,000 | New |
| Bridgeway Capital Management, LLC | 355,347 | $2.28M | 0.05% | +222,133+166.7% | Added |
| First Trust Advisors LP | 379,911 | $2.44M | 0.00% | −97,673−20.5% | Reduced |
| Sendero Wealth Management, LLC | 390,797 | $2.51M | 0.29% | 00.0% | Unchanged |
| Citigroup Inc | 399,321 | $2.56M | 0.00% | +304,427+320.8% | Added |
| Intrinsic Edge Capital Management LLC | 399,622 | $2.57M | 0.39% | +399,622 | New |
| Citadel Advisors LLC | 427,002 | $2.74M | 0.00% | +406,641+1,997.2% | Added |
| Charles Schwab Investment Management Inc | 505,234 | $3.24M | 0.00% | +56,994+12.7% | Added |
| Northern Trust Corp | 516,602 | $3.32M | 0.00% | +35,436+7.4% | Added |
| Gilder Gagnon Howe & Co LLC | 639,788 | $4.11M | 0.04% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 649,076 | $4.17M | 0.23% | +649,076 | New |
| Heartland Advisors Inc | 700,000 | $4.49M | 0.24% | −423,391−37.7% | Reduced |
| Morgan Stanley | 722,305 | $4.64M | 0.00% | +318,918+79.1% | Added |
| First Eagle Investment Management, LLC | 774,436 | $4.97M | 0.01% | +216,083+38.7% | Added |
| Russell Investments Group, Ltd. | 1,088,517 | $6.99M | 0.01% | +29,260+2.8% | Added |
| State Street Corp | 1,273,239 | $8.17M | 0.00% | +76,430+6.4% | Added |
| Geode Capital Management, LLC | 1,408,621 | $9.04M | 0.00% | +62,142+4.6% | Added |
| Clearbridge Investments, LLC | 1,563,749 | $10.0M | 0.01% | +35,312+2.3% | Added |
| Alyeska Investment Group, L.P. | 1,750,229 | $11.2M | 0.03% | −297,295−14.5% | Reduced |
| Bank of America Corp | 1,794,530 | $11.5M | 0.00% | +441,257+32.6% | Added |
| ACK Asset Management LLC | 1,925,000 | $12.4M | 1.55% | +50,000+2.7% | Added |
| T. Rowe Price Investment Management, Inc. | 2,316,067 | $14.9M | 0.01% | −5,485,952−70.3% | Reduced |
| Vanguard Group Inc | 3,276,088 | $21.0M | 0.00% | +135,192+4.3% | Added |
| BlackRock, Inc. | 4,237,698 | $27.2M | 0.00% | +52,367+1.3% | Added |
| Dimensional Fund Advisors LP | 4,396,162 | $28.2M | 0.01% | +337,284+8.3% | Added |
| Allspring Global Investments Holdings, LLC | 4,389,355 | $28.6M | 0.05% | +93,868+2.2% | Added |
| Canvas Wealth Advisors, LLC | 4,746,717 | $30.9M | 5.63% | −13,966−0.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,310,114 | $34.1M | 0.05% | +112,519+2.2% | Added |
| Boston Partners | 5,475,307 | $35.2M | 0.04% | +42,232+0.8% | Added |
| Platinum Equity Advisors, LLC | 156,743,635 | $1.01B | 13.06% | 00.0% | Unchanged |
| TD Asset Management Inc | 0 | $0 | 0.00% | −148,438−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −40,972−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −40,710−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −35,357−100.0% | Sold out |
| Black Diamond Financial, LLC | 0 | $0 | 0.00% | −26,100−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −24,074−100.0% | Sold out |
| Platform Technology Partners | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −19,408−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −18,204−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,830−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −10,224−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,224−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −283−100.0% | Sold out |