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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 18,435 | $106.0K | 0.00% | −60,412−76.6% | Reduced |
| FMR LLC | 17,624 | $101.5K | 0.00% | +12,301+231.1% | Added |
| R Squared Ltd | 16,545 | $95.3K | 0.04% | −841−4.8% | Reduced |
| State Board of Administration of Florida Retirement System | 16,220 | $93.4K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 16,000 | $92.2K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 15,864 | $91.4K | 0.02% | +15,864 | New |
| Quantinno Capital Management LP | 15,454 | $89.0K | 0.00% | +2,793+22.1% | Added |
| Truist Financial Corp | 15,000 | $86.4K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 14,600 | $84.1K | 0.00% | +3,000+25.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,209 | $81.8K | 0.00% | −5,363−27.4% | Reduced |
| Boothbay Fund Management, LLC | 12,897 | $74.3K | 0.00% | +12,897 | New |
| Gotham Asset Management, LLC | 12,572 | $72.4K | 0.00% | +1,995+18.9% | Added |
| Voya Investment Management LLC | 11,870 | $68.4K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 11,630 | $67.0K | 0.02% | +11,630 | New |
| Susquehanna International Group, LLP | 11,552 | $66.5K | 0.00% | −24,119−67.6% | Reduced |
| ProShare Advisors LLC | 11,000 | $63.4K | 0.00% | +692+6.7% | Added |
| Oak Thistle LLC | 10,065 | $58.0K | 0.01% | +10,065 | New |
| New York State Common Retirement Fund | 8,872 | $51.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,720 | $38.7K | 0.00% | +3,390+101.8% | Added |
| CWM, LLC | 6,384 | $37.0K | 0.00% | +1,196+23.1% | Added |
| Ameritas Investment Partners, Inc. | 6,154 | $35.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,085 | $29.3K | 0.00% | +14+0.3% | Added |
| Parallel Advisors, LLC | 4,804 | $27.7K | 0.00% | +4,804 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,847 | $22.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3,851 | $22.2K | 0.00% | +3,851 | New |
| Sterling Capital Management LLC | 3,474 | $20.0K | 0.00% | −685−16.5% | Reduced |
| GWM Advisors LLC | 2,675 | $15.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,894 | $11.0K | 0.00% | −197−9.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,539 | $8.86K | 0.00% | −1,006−39.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,314 | $8.00K | 0.00% | +403+44.2% | Added |
| Harbor Capital Advisors, Inc. | 1,300 | $7.00K | 0.00% | −22−1.7% | Reduced |
| Private Trust Co NA | 1,171 | $6.75K | 0.00% | +192+19.6% | Added |
| GAMMA Investing LLC | 949 | $5.47K | 0.00% | +510+116.2% | Added |
| US Bancorp | 728 | $4.19K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 722 | $4.16K | 0.00% | +400+124.2% | Added |
| Smartleaf Asset Management LLC | 679 | $3.93K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 679 | $3.91K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 608 | $3.50K | 0.00% | +608 | New |
| EverSource Wealth Advisors, LLC | 537 | $3.09K | 0.00% | +7+1.3% | Added |
| Group One Trading, L.P. | 500 | $2.88K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 409 | $2.36K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 346 | $1.99K | 0.00% | −606−63.7% | Reduced |
| Farther Finance Advisors, LLC | 345 | $1.99K | 0.00% | +88+34.2% | Added |
| MAI Capital Management | 333 | $1.92K | 0.00% | +333 | New |
| Raffa Wealth Management, LLC | 272 | $1.57K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 248 | $1.43K | 0.00% | +96+63.2% | Added |
| IFP Advisors, Inc | 233 | $1.34K | 0.00% | +138+145.3% | Added |
| Rothschild Investment LLC | 196 | $1.13K | 0.00% | +31+18.8% | Added |
| Hughes Financial Services, LLC | 141 | $812 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 115 | $663 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 74 | $426 | 0.00% | +16+27.6% | Added |
| SBI Securities Co., Ltd. | 50 | $288 | 0.00% | +23+85.2% | Added |
| Rachor Investment Advisory Services, LLC | 17 | $98 | 0.00% | +17 | New |
| SRS Capital Advisors, Inc. | 10 | $58 | 0.00% | −822−98.8% | Reduced |
| National Bank of Canada | 7 | $40 | 0.00% | +7 | New |
| Huntington National Bank | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 21 | $0 | 0.00% | 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 |