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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 12,661 | $81.3K | 0.00% | +1,375+12.2% | Added |
| Quantbot Technologies LP | 12,485 | $80.2K | 0.00% | +5,487+78.4% | Added |
| Voya Investment Management LLC | 11,870 | $76.2K | 0.00% | −5,876−33.1% | Reduced |
| KLP Kapitalforvaltning AS | 11,600 | $74.5K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 10,577 | $67.9K | 0.00% | +10,577 | New |
| ProShare Advisors LLC | 10,308 | $66.2K | 0.00% | −2,052−16.6% | Reduced |
| Omers Administration Corp | 10,000 | $64.2K | 0.00% | +10,000 | New |
| New York State Common Retirement Fund | 8,872 | $57.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 8,797 | $56.5K | 0.00% | +8,797 | New |
| Ameritas Investment Partners, Inc. | 6,154 | $39.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,323 | $34.2K | 0.00% | −313,864−98.3% | Reduced |
| CWM, LLC | 5,188 | $33.0K | 0.00% | +1,355+35.4% | Added |
| The PNC Financial Services Group, Inc. | 5,071 | $32.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,159 | $26.7K | 0.00% | +2,532+155.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,847 | $24.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,330 | $21.4K | 0.00% | −3,771−53.1% | Reduced |
| GWM Advisors LLC | 2,675 | $17.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,545 | $15.7K | 0.00% | −1,588−38.4% | Reduced |
| Point72 Europe (London) LLP | 2,192 | $14.1K | 0.00% | +2,192 | New |
| Pathway Financial Advisers, LLC | 2,186 | $14.0K | 0.00% | +2,186 | New |
| Amalgamated Bank | 2,091 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,322 | $8.00K | 0.00% | +39+3.0% | Added |
| Private Trust Co NA | 979 | $6.29K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 952 | $6.11K | 0.00% | +952 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 911 | $6.00K | 0.00% | +911 | New |
| SRS Capital Advisors, Inc. | 832 | $5.34K | 0.00% | +832 | New |
| Ameritas Advisory Services, LLC | 750 | $4.82K | 0.00% | +750 | New |
| US Bancorp | 728 | $4.67K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 679 | $4.36K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 679 | $4.30K | 0.00% | +679 | New |
| EverSource Wealth Advisors, LLC | 530 | $3.40K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 500 | $3.21K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 439 | $2.82K | 0.00% | +439 | New |
| Nisa Investment Advisors, LLC | 409 | $2.63K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 322 | $2.07K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 272 | $1.75K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 257 | $1.65K | 0.00% | −328−56.1% | Reduced |
| Rise Advisors, LLC | 200 | $1.28K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 165 | $1.06K | 0.00% | −100−37.7% | Reduced |
| Allworth Financial LP | 152 | $976 | 0.00% | +88+137.5% | Added |
| Hughes Financial Services, LLC | 141 | $830 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 115 | $739 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 95 | $610 | 0.00% | +95 | Added |
| Essential Partners LLC | 58 | $372 | 0.00% | +58 | New |
| SBI Securities Co., Ltd. | 27 | $173 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 21 | $0 | 0.00% | 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 |