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, 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
- 216.6M
- +1.62M (+0.8%) vs. Q3 2025
- Total value
- $1.25B
- −$133.2M (−9.6%) 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 | $2.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $6 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 7 | $40 | 0.00% | +7 | New |
| SRS Capital Advisors, Inc. | 10 | $58 | 0.00% | −822−98.8% | Reduced |
| Rachor Investment Advisory Services, LLC | 17 | $98 | 0.00% | +17 | New |
| SBI Securities Co., Ltd. | 50 | $288 | 0.00% | +23+85.2% | Added |
| Essential Partners LLC | 74 | $426 | 0.00% | +16+27.6% | Added |
| Parkside Financial Bank & Trust | 115 | $663 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 141 | $812 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 196 | $1.13K | 0.00% | +31+18.8% | Added |
| IFP Advisors, Inc | 233 | $1.34K | 0.00% | +138+145.3% | Added |
| Allworth Financial LP | 248 | $1.43K | 0.00% | +96+63.2% | Added |
| Raffa Wealth Management, LLC | 272 | $1.57K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 333 | $1.92K | 0.00% | +333 | New |
| Farther Finance Advisors, LLC | 345 | $1.99K | 0.00% | +88+34.2% | Added |
| Optiver Holding B.V. | 346 | $1.99K | 0.00% | −606−63.7% | Reduced |
| Nisa Investment Advisors, LLC | 409 | $2.36K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 500 | $2.88K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 537 | $3.09K | 0.00% | +7+1.3% | Added |
| Rockefeller Capital Management L.P. | 608 | $3.50K | 0.00% | +608 | New |
| WPG Advisers, LLC | 679 | $3.91K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 679 | $3.93K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 722 | $4.16K | 0.00% | +400+124.2% | Added |
| US Bancorp | 728 | $4.19K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 949 | $5.47K | 0.00% | +510+116.2% | Added |
| Private Trust Co NA | 1,171 | $6.75K | 0.00% | +192+19.6% | Added |
| Harbor Capital Advisors, Inc. | 1,300 | $7.00K | 0.00% | −22−1.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,314 | $8.00K | 0.00% | +403+44.2% | Added |
| Advisor Group Holdings, Inc. | 1,539 | $8.86K | 0.00% | −1,006−39.5% | Reduced |
| Amalgamated Bank | 1,894 | $11.0K | 0.00% | −197−9.4% | Reduced |
| GWM Advisors LLC | 2,675 | $15.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 3,474 | $20.0K | 0.00% | −685−16.5% | Reduced |
| Quarry LP | 3,851 | $22.2K | 0.00% | +3,851 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,847 | $22.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,804 | $27.7K | 0.00% | +4,804 | New |
| The PNC Financial Services Group, Inc. | 5,085 | $29.3K | 0.00% | +14+0.3% | Added |
| Ameritas Investment Partners, Inc. | 6,154 | $35.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,384 | $37.0K | 0.00% | +1,196+23.1% | Added |
| Tower Research Capital LLC (TRC) | 6,720 | $38.7K | 0.00% | +3,390+101.8% | Added |
| New York State Common Retirement Fund | 8,872 | $51.1K | 0.00% | 00.0% | Unchanged |
| Oak Thistle LLC | 10,065 | $58.0K | 0.01% | +10,065 | New |
| ProShare Advisors LLC | 11,000 | $63.4K | 0.00% | +692+6.7% | Added |
| Susquehanna International Group, LLP | 11,552 | $66.5K | 0.00% | −24,119−67.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,630 | $67.0K | 0.02% | +11,630 | New |
| Voya Investment Management LLC | 11,870 | $68.4K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 12,572 | $72.4K | 0.00% | +1,995+18.9% | Added |
| Boothbay Fund Management, LLC | 12,897 | $74.3K | 0.00% | +12,897 | New |
| Police & Firemen's Retirement System of New Jersey | 14,209 | $81.8K | 0.00% | −5,363−27.4% | Reduced |
| KLP Kapitalforvaltning AS | 14,600 | $84.1K | 0.00% | +3,000+25.9% | Added |
| Truist Financial Corp | 15,000 | $86.4K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 15,454 | $89.0K | 0.00% | +2,793+22.1% | Added |
| Abel Hall, LLC | 15,864 | $91.4K | 0.02% | +15,864 | New |
| CWA Asset Management Group, LLC | 16,000 | $92.2K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,220 | $93.4K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 16,545 | $95.3K | 0.04% | −841−4.8% | Reduced |
| FMR LLC | 17,624 | $101.5K | 0.00% | +12,301+231.1% | Added |
| Royal Bank of Canada | 18,435 | $106.0K | 0.00% | −60,412−76.6% | 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 |
| Arizona State Retirement System | 18,966 | $109.2K | 0.00% | −1,139−5.7% | Reduced |
| Brevan Howard Capital Management LP | 21,413 | $123.3K | 0.00% | +21,413 | New |
| Oxford Asset Management LLP | 23,972 | $138.1K | 0.05% | +23,972 | New |
| Catalytic Wealth RIA, LLC | 24,360 | $140.3K | 0.01% | +9,360+62.4% | Added |
| MetLife Investment Management | 24,782 | $142.7K | 0.00% | −10,397−29.6% | Reduced |
| JPMorgan Chase & Co | 25,346 | $146.0K | 0.00% | −299−1.2% | Reduced |
| Intech Investment Management LLC | 26,669 | $153.6K | 0.00% | +591+2.3% | Added |
| Stoneridge Investment Partners LLC | 27,359 | $158.0K | 0.11% | −5,454−16.6% | Reduced |
| Balyasny Asset Management LLC | 27,817 | $160.2K | 0.00% | +27,817 | New |
| Two Sigma Investments, LP | 27,952 | $161.0K | 0.00% | +7,304+35.4% | Added |
| Janus Henderson Group PLC | 28,800 | $165.7K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 28,726 | $168.3K | 0.00% | −49,412−63.2% | Reduced |
| M&T Bank Corp | 30,231 | $174.1K | 0.00% | +4,009+15.3% | Added |
| Manufacturers Life Insurance Company, The | 34,938 | $201.2K | 0.00% | −2,247−6.0% | Reduced |
| Visionary Wealth Advisors | 35,000 | $201.6K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 36,695 | $212.0K | 0.00% | +4,898+15.4% | Added |
| Engineers Gate Manager LP | 38,626 | $222.5K | 0.00% | +38,626 | New |
| nVerses Capital, LLC | 40,206 | $231.6K | 0.52% | +40,206 | New |
| Aristeia Capital LLC | 42,191 | $243.0K | 0.01% | −35,054−45.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,749 | $246.2K | 0.00% | +29,739+228.6% | Added |
| Deutsche Bank AG | 43,481 | $250.5K | 0.00% | −292−0.7% | Reduced |
| SG Americas Securities, LLC | 44,358 | $256.0K | 0.00% | +8,705+24.4% | Added |
| PharVision Advisers, LLC | 46,029 | $265.1K | 0.13% | +46,029 | New |
| Cetera Investment Advisers | 46,381 | $267.2K | 0.00% | −13,578−22.6% | Reduced |
| Quantbot Technologies LP | 48,209 | $277.7K | 0.01% | +35,724+286.1% | Added |
| Counterpoint Mutual Funds LLC | 51,305 | $295.5K | 0.02% | +51,305 | New |
| Graham Capital Management, L.P. | 54,949 | $316.5K | 0.01% | +31,197+131.3% | Added |
| ExodusPoint Capital Management, LP | 55,498 | $319.7K | 0.00% | +55,498 | New |
| Jump Financial, LLC | 56,316 | $324.4K | 0.00% | +9,085+19.2% | Added |
| Legal & General Group Plc | 60,973 | $351.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 61,963 | $356.9K | 0.00% | −42−0.1% | Reduced |
| Verition Fund Management LLC | 62,996 | $362.9K | 0.00% | −35,124−35.8% | Reduced |
| Virginia Retirement Systems Et Al | 63,687 | $366.8K | 0.00% | −1,550−2.4% | Reduced |
| Citadel Advisors LLC | 63,807 | $367.5K | 0.00% | −363,195−85.1% | Reduced |
| LPL Financial LLC | 65,546 | $377.5K | 0.00% | +4,620+7.6% | Added |
| Pine Valley Investments Ltd Liability Co | 68,000 | $391.7K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 70,700 | $407.2K | 0.00% | +70,700 | New |
| Rhumbline Advisers | 73,320 | $422.3K | 0.00% | −16,047−18.0% | Reduced |
| Gsa Capital Partners LLP | 82,012 | $472.0K | 0.04% | −52,455−39.0% | Reduced |
| UBS Group AG | 82,815 | $477.0K | 0.00% | −59,904−42.0% | Reduced |
| BNP Paribas Arbitrage, SA | 83,812 | $482.8K | 0.00% | +31,381+59.9% | Added |