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.

Q4 2025 vs. Q3 2025

How the institutions holding Custom Truck One Source, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of CTOS: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	147	4	157	+14
Shares	215.3M	329.0K	216.6M	+1.62M (+0.8%)
Value	$1.38B	$2.11M	$1.25B	−$133.2M (−9.6%)

4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Custom Truck One Source, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to CTOS in Q4 2025
Institution	Shares	Value	% of portfolio
EFG International AG	369,965	$2.13M	0.04%
Jane Street Group, LLC	345,009	$1.99M	0.00%
Trexquant Investment LP	319,530	$1.84M	0.02%
Millennium Management LLC	317,801	$1.83M	0.00%
Squarepoint Ops LLC	246,352	$1.42M	0.00%
EntryPoint Capital, LLC	92,094	$530.5K	0.21%
Canada Pension Plan Investment Board	70,700	$407.2K	0.00%
ExodusPoint Capital Management, LP	55,498	$319.7K	0.00%
Counterpoint Mutual Funds LLC	51,305	$295.5K	0.02%
PharVision Advisers, LLC	46,029	$265.1K	0.13%
nVerses Capital, LLC	40,206	$231.6K	0.52%
Engineers Gate Manager LP	38,626	$222.5K	0.00%
Balyasny Asset Management LLC	27,817	$160.2K	0.00%
Oxford Asset Management LLP	23,972	$138.1K	0.05%
Brevan Howard Capital Management LP	21,413	$123.3K	0.00%
Prelude Capital Management, LLC	18,962	$109.2K	0.01%
Keebeck Alpha, LP	18,962	$109.2K	0.29%
Abel Hall, LLC	15,864	$91.4K	0.02%
Boothbay Fund Management, LLC	12,897	$74.3K	0.00%
Dynamic Technology Lab Private Ltd	11,630	$67.0K	0.02%
Oak Thistle LLC	10,065	$58.0K	0.01%
Parallel Advisors, LLC	4,804	$27.7K	0.00%
Quarry LP	3,851	$22.2K	0.00%
Rockefeller Capital Management L.P.	608	$3.50K	0.00%
MAI Capital Management	333	$1.92K	0.00%
Rachor Investment Advisory Services, LLC	17	$98	0.00%
National Bank of Canada	7	$40	0.00%

Sold out (13)

Institutions that held Custom Truck One Source, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of CTOS in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Portolan Capital Management, LLC	649,076	$4.17M
Kennedy Capital Management, Inc.	304,445	$1.95M
Walleye Capital LLC	82,984	$532.8K
XTX Topco Ltd	37,504	$240.8K
Envestnet Asset Management Inc	33,028	$212.0K
Stifel Financial Corp	28,052	$180.1K
Arbor Wealth Advisors LLC	15,260	$98.0K
Bayesian Capital Management, LP	14,900	$95.7K
Aquatic Capital Management LLC	13,037	$83.7K
Omers Administration Corp	10,000	$64.2K
Pathway Financial Advisers, LLC	2,186	$14.0K
Ameritas Advisory Services, LLC	750	$4.82K
Rise Advisors, LLC	200	$1.28K

Not filed for Q4 2025 yet (4)

Institutions that held Custom Truck One Source, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CTOS in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
EFG Asset Management (North America) Corp.	274,670	$1.76M
Point72 Asia (Singapore) Pte. Ltd.	43,336	$278.2K
Cubist Systematic Strategies, LLC	8,797	$56.5K
Point72 Europe (London) LLP	2,192	$14.1K