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, Q4 2025
Institutional positions in Custom Truck One Source, Inc. as of Dec 31, 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
- 157
- +14 vs. Q3 2025
- Shares held
- 216.9M
- +1.92M (+0.9%) vs. Q3 2025
- Total value
- $1.25B
- −$131.5M (−9.5%) vs. Q3 2025
- New holders
- 27
- 59 more added
- Sold out
- 13
- 43 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC | 156,743,635 | $902.8M | 10.97% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 7,050,221 | $40.6M | 6.90% | +2,303,504+48.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,442,562 | $31.3M | 0.05% | +132,448+2.5% | Added |
| Dimensional Fund Advisors LP | 4,860,981 | $28.0M | 0.01% | +464,819+10.6% | Added |
| BlackRock, Inc. | 4,312,778 | $24.8M | 0.00% | +75,080+1.8% | Added |
| Allspring Global Investments Holdings, LLC | 4,201,414 | $24.4M | 0.04% | −187,941−4.3% | Reduced |
| Boston Partners | 3,793,597 | $21.9M | 0.02% | −1,681,710−30.7% | Reduced |
| Vanguard Group Inc | 3,466,621 | $20.0M | 0.00% | +190,533+5.8% | Added |
| Alyeska Investment Group, L.P. | 2,500,229 | $14.4M | 0.04% | +750,000+42.9% | Added |
| Bank of America Corp | 1,480,130 | $8.53M | 0.00% | −314,400−17.5% | Reduced |
| Clearbridge Investments, LLC | 1,445,138 | $8.32M | 0.01% | −118,611−7.6% | Reduced |
| Geode Capital Management, LLC | 1,439,148 | $8.29M | 0.00% | +30,527+2.2% | Added |
| State Street Corp | 1,354,815 | $7.80M | 0.00% | +81,576+6.4% | Added |
| First Trust Advisors LP | 1,222,875 | $7.04M | 0.01% | +842,964+221.9% | Added |
| Russell Investments Group, Ltd. | 939,076 | $5.41M | 0.01% | −149,441−13.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 888,836 | $5.12M | 0.00% | −1,427,231−61.6% | Reduced |
| ACK Asset Management LLC | 800,136 | $4.61M | 0.58% | −1,124,864−58.4% | Reduced |
| Intrinsic Edge Capital Management LLC | 779,622 | $4.49M | 0.87% | +380,000+95.1% | Added |
| First Eagle Investment Management, LLC | 777,936 | $4.48M | 0.01% | +3,500+0.5% | Added |
| Bridgeway Capital Management, LLC | 772,180 | $4.45M | 0.09% | +416,833+117.3% | Added |
| Empowered Funds, LLC | 737,180 | $4.25M | 0.07% | +416,833+130.1% | Added |
| Morgan Stanley | 714,693 | $4.12M | 0.00% | −7,612−1.1% | Reduced |
| Heartland Advisors Inc | 700,000 | $4.03M | 0.22% | 00.0% | Unchanged |
| Citigroup Inc | 521,357 | $3.00M | 0.00% | +122,036+30.6% | Added |
| Charles Schwab Investment Management Inc | 504,884 | $2.91M | 0.00% | −350−0.1% | Reduced |
| Northern Trust Corp | 471,422 | $2.72M | 0.00% | −45,180−8.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 414,441 | $2.39M | 0.00% | +132,725+47.1% | Added |
| Gilder Gagnon Howe & Co LLC | 409,878 | $2.36M | 0.02% | −229,910−35.9% | Reduced |
| Sendero Wealth Management, LLC | 390,797 | $2.25M | 0.25% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 385,874 | $2.22M | 0.00% | +278,418+259.1% | Added |
| EFG International AG | 369,965 | $2.13M | 0.04% | +369,965 | New |
| Goldman Sachs Group Inc | 369,226 | $2.13M | 0.00% | +92,008+33.2% | Added |
| Jane Street Group, LLC | 345,009 | $1.99M | 0.00% | +345,009 | New |
| Private Capital Management, LLC | 327,500 | $1.89M | 0.18% | −2,500−0.8% | Reduced |
| Trexquant Investment LP | 319,530 | $1.84M | 0.02% | +319,530 | New |
| Millennium Management LLC | 317,801 | $1.83M | 0.00% | +317,801 | New |
| Squarepoint Ops LLC | 246,352 | $1.42M | 0.00% | +246,352 | New |
| Voleon Capital Management LP | 240,597 | $1.39M | 0.03% | −26,942−10.1% | Reduced |
| Invesco Ltd. | 236,927 | $1.36M | 0.00% | +19,660+9.0% | Added |
| Sandler Capital Management | 187,296 | $1.08M | 0.49% | −33,993−15.4% | Reduced |
| UBS Asset Management Americas Inc | 177,869 | $1.02M | 0.00% | −23,464−11.7% | Reduced |
| Register Financial Advisors LLC | 173,200 | $997.6K | 0.39% | +5,800+3.5% | Added |
| AQR Capital Management LLC | 168,982 | $973.3K | 0.00% | +55,631+49.1% | Added |
| SEI Investments Co | 167,640 | $965.6K | 0.00% | +32,338+23.9% | Added |
| Bank of New York Mellon Corp | 161,572 | $930.7K | 0.00% | +981+0.6% | Added |
| Nuveen, LLC | 149,031 | $858.4K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 138,558 | $798.1K | 0.00% | −3,133−2.2% | Reduced |
| Swiss National Bank | 134,100 | $772.4K | 0.00% | +4,800+3.7% | Added |
| Sapient Capital LLC | 127,760 | $739.7K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 117,189 | $675.0K | 0.00% | +11,442+10.8% | Added |
| Biondo Investment Advisors, LLC | 105,000 | $604.8K | 0.07% | −1,000−0.9% | Reduced |
| STRS Ohio | 94,300 | $543.2K | 0.00% | +4,900+5.5% | Added |
| Barclays PLC | 93,975 | $541.3K | 0.00% | +9,070+10.7% | Added |
| EntryPoint Capital, LLC | 92,094 | $530.5K | 0.21% | +92,094 | New |
| Alliancebernstein L.P. | 90,770 | $522.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 86,428 | $497.8K | 0.02% | +1,197+1.4% | Added |
| Wells Fargo & Company | 84,842 | $488.7K | 0.00% | +26,791+46.2% | Added |
| BNP Paribas Arbitrage, SA | 83,812 | $482.8K | 0.00% | +31,381+59.9% | Added |
| UBS Group AG | 82,815 | $477.0K | 0.00% | −59,904−42.0% | Reduced |
| Gsa Capital Partners LLP | 82,012 | $472.0K | 0.04% | −52,455−39.0% | Reduced |
| Rhumbline Advisers | 73,320 | $422.3K | 0.00% | −16,047−18.0% | Reduced |
| Canada Pension Plan Investment Board | 70,700 | $407.2K | 0.00% | +70,700 | New |
| Pine Valley Investments Ltd Liability Co | 68,000 | $391.7K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 65,546 | $377.5K | 0.00% | +4,620+7.6% | Added |
| Citadel Advisors LLC | 63,807 | $367.5K | 0.00% | −363,195−85.1% | Reduced |
| Virginia Retirement Systems Et Al | 63,687 | $366.8K | 0.00% | −1,550−2.4% | Reduced |
| Verition Fund Management LLC | 62,996 | $362.9K | 0.00% | −35,124−35.8% | Reduced |
| California State Teachers Retirement System | 61,963 | $356.9K | 0.00% | −42−0.1% | Reduced |
| Legal & General Group Plc | 60,973 | $351.2K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 56,316 | $324.4K | 0.00% | +9,085+19.2% | Added |
| ExodusPoint Capital Management, LP | 55,498 | $319.7K | 0.00% | +55,498 | New |
| Graham Capital Management, L.P. | 54,949 | $316.5K | 0.01% | +31,197+131.3% | Added |
| Counterpoint Mutual Funds LLC | 51,305 | $295.5K | 0.02% | +51,305 | New |
| Quantbot Technologies LP | 48,209 | $277.7K | 0.01% | +35,724+286.1% | Added |
| Cetera Investment Advisers | 46,381 | $267.2K | 0.00% | −13,578−22.6% | Reduced |
| PharVision Advisers, LLC | 46,029 | $265.1K | 0.13% | +46,029 | New |
| SG Americas Securities, LLC | 44,358 | $256.0K | 0.00% | +8,705+24.4% | Added |
| Deutsche Bank AG | 43,481 | $250.5K | 0.00% | −292−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,749 | $246.2K | 0.00% | +29,739+228.6% | Added |
| Aristeia Capital LLC | 42,191 | $243.0K | 0.01% | −35,054−45.4% | Reduced |
| nVerses Capital, LLC | 40,206 | $231.6K | 0.52% | +40,206 | New |
| Engineers Gate Manager LP | 38,626 | $222.5K | 0.00% | +38,626 | New |
| Price T Rowe Associates Inc | 36,695 | $212.0K | 0.00% | +4,898+15.4% | Added |
| Visionary Wealth Advisors | 35,000 | $201.6K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 34,938 | $201.2K | 0.00% | −2,247−6.0% | Reduced |
| M&T Bank Corp | 30,231 | $174.1K | 0.00% | +4,009+15.3% | Added |
| Los Angeles Capital Management LLC | 28,726 | $168.3K | 0.00% | −49,412−63.2% | Reduced |
| Janus Henderson Group PLC | 28,800 | $165.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 27,952 | $161.0K | 0.00% | +7,304+35.4% | Added |
| Balyasny Asset Management LLC | 27,817 | $160.2K | 0.00% | +27,817 | New |
| Stoneridge Investment Partners LLC | 27,359 | $158.0K | 0.11% | −5,454−16.6% | Reduced |
| Intech Investment Management LLC | 26,669 | $153.6K | 0.00% | +591+2.3% | Added |
| JPMorgan Chase & Co | 25,346 | $146.0K | 0.00% | −25,944−50.6% | Reduced |
| MetLife Investment Management | 24,782 | $142.7K | 0.00% | −10,397−29.6% | Reduced |
| Catalytic Wealth RIA, LLC | 24,360 | $140.3K | 0.01% | +9,360+62.4% | Added |
| Oxford Asset Management LLP | 23,972 | $138.1K | 0.05% | +23,972 | New |
| Brevan Howard Capital Management LP | 21,413 | $123.3K | 0.00% | +21,413 | New |
| Arizona State Retirement System | 18,966 | $109.2K | 0.00% | −1,139−5.7% | Reduced |
| Prelude Capital Management, LLC | 18,962 | $109.2K | 0.01% | +18,962 | New |
| Keebeck Alpha, LP | 18,962 | $109.2K | 0.29% | +18,962 | New |