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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 84,842 | $488.7K | 0.00% | +26,791+46.2% | Added |
| Cornerstone Investment Partners, LLC | 86,428 | $497.8K | 0.02% | +1,197+1.4% | Added |
| Alliancebernstein L.P. | 90,770 | $522.8K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 92,094 | $530.5K | 0.21% | +92,094 | New |
| Barclays PLC | 93,975 | $541.3K | 0.00% | +9,070+10.7% | Added |
| STRS Ohio | 94,300 | $543.2K | 0.00% | +4,900+5.5% | Added |
| Biondo Investment Advisors, LLC | 105,000 | $604.8K | 0.07% | −1,000−0.9% | Reduced |
| American Century Companies Inc | 117,189 | $675.0K | 0.00% | +11,442+10.8% | Added |
| Sapient Capital LLC | 127,760 | $739.7K | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 134,100 | $772.4K | 0.00% | +4,800+3.7% | Added |
| Mariner, LLC | 138,558 | $798.1K | 0.00% | −3,133−2.2% | Reduced |
| Nuveen, LLC | 149,031 | $858.4K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 161,572 | $930.7K | 0.00% | +981+0.6% | Added |
| SEI Investments Co | 167,640 | $965.6K | 0.00% | +32,338+23.9% | Added |
| AQR Capital Management LLC | 168,982 | $973.3K | 0.00% | +55,631+49.1% | Added |
| Register Financial Advisors LLC | 173,200 | $997.6K | 0.39% | +5,800+3.5% | Added |
| UBS Asset Management Americas Inc | 177,869 | $1.02M | 0.00% | −23,464−11.7% | Reduced |
| Sandler Capital Management | 187,296 | $1.08M | 0.49% | −33,993−15.4% | Reduced |
| Invesco Ltd. | 236,927 | $1.36M | 0.00% | +19,660+9.0% | Added |
| Voleon Capital Management LP | 240,597 | $1.39M | 0.03% | −26,942−10.1% | Reduced |
| Squarepoint Ops LLC | 246,352 | $1.42M | 0.00% | +246,352 | New |
| Millennium Management LLC | 317,801 | $1.83M | 0.00% | +317,801 | New |
| Trexquant Investment LP | 319,530 | $1.84M | 0.02% | +319,530 | New |
| Private Capital Management, LLC | 327,500 | $1.89M | 0.18% | −2,500−0.8% | Reduced |
| Jane Street Group, LLC | 345,009 | $1.99M | 0.00% | +345,009 | New |
| Goldman Sachs Group Inc | 369,226 | $2.13M | 0.00% | +92,008+33.2% | Added |
| EFG International AG | 369,965 | $2.13M | 0.04% | +369,965 | New |
| Point72 Asset Management, L.P. | 385,874 | $2.22M | 0.00% | +278,418+259.1% | Added |
| Sendero Wealth Management, LLC | 390,797 | $2.25M | 0.25% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 409,878 | $2.36M | 0.02% | −229,910−35.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 414,441 | $2.39M | 0.00% | +132,725+47.1% | Added |
| Northern Trust Corp | 471,422 | $2.72M | 0.00% | −45,180−8.7% | Reduced |
| Charles Schwab Investment Management Inc | 504,884 | $2.91M | 0.00% | −350−0.1% | Reduced |
| Citigroup Inc | 521,357 | $3.00M | 0.00% | +122,036+30.6% | Added |
| T. Rowe Price Investment Management, Inc. | 566,132 | $3.26M | 0.00% | −1,749,935−75.6% | Reduced |
| Heartland Advisors Inc | 700,000 | $4.03M | 0.22% | 00.0% | Unchanged |
| Morgan Stanley | 714,693 | $4.12M | 0.00% | −7,612−1.1% | Reduced |
| Empowered Funds, LLC | 737,180 | $4.25M | 0.07% | +416,833+130.1% | Added |
| Bridgeway Capital Management, LLC | 772,180 | $4.45M | 0.09% | +416,833+117.3% | Added |
| First Eagle Investment Management, LLC | 777,936 | $4.48M | 0.01% | +3,500+0.5% | Added |
| Intrinsic Edge Capital Management LLC | 779,622 | $4.49M | 0.87% | +380,000+95.1% | Added |
| ACK Asset Management LLC | 800,136 | $4.61M | 0.58% | −1,124,864−58.4% | Reduced |
| Russell Investments Group, Ltd. | 939,076 | $5.41M | 0.01% | −149,441−13.7% | Reduced |
| First Trust Advisors LP | 1,222,875 | $7.04M | 0.01% | +842,964+221.9% | Added |
| State Street Corp | 1,354,815 | $7.80M | 0.00% | +81,576+6.4% | Added |
| Geode Capital Management, LLC | 1,439,148 | $8.29M | 0.00% | +30,527+2.2% | Added |
| Clearbridge Investments, LLC | 1,445,138 | $8.32M | 0.01% | −118,611−7.6% | Reduced |
| Bank of America Corp | 1,480,130 | $8.53M | 0.00% | −314,400−17.5% | Reduced |
| Alyeska Investment Group, L.P. | 2,500,229 | $14.4M | 0.04% | +750,000+42.9% | Added |
| Vanguard Group Inc | 3,466,621 | $20.0M | 0.00% | +190,533+5.8% | Added |
| Boston Partners | 3,793,597 | $21.9M | 0.02% | −1,681,710−30.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,201,414 | $24.4M | 0.04% | −187,941−4.3% | Reduced |
| BlackRock, Inc. | 4,312,778 | $24.8M | 0.00% | +75,080+1.8% | Added |
| Dimensional Fund Advisors LP | 4,860,981 | $28.0M | 0.01% | +464,819+10.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,442,562 | $31.3M | 0.05% | +132,448+2.5% | Added |
| Canvas Wealth Advisors, LLC | 7,050,221 | $40.6M | 6.90% | +2,303,504+48.5% | Added |
| Platinum Equity Advisors, LLC | 156,743,635 | $902.8M | 10.97% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −649,076−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −304,445−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −82,984−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −37,504−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −33,028−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −28,052−100.0% | Sold out |
| Arbor Wealth Advisors LLC | 0 | $0 | 0.00% | −15,260−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −13,037−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −2,186−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |