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, Q1 2026
Institutional positions in Custom Truck One Source, Inc. as of Mar 31, 2026. 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
- 175
- +20 vs. Q4 2025
- Shares held
- 219.0M
- +5.86M (+2.8%) vs. Q4 2025
- Total value
- $1.44B
- +$210.9M (+17.2%) vs. Q4 2025
- New holders
- 44
- 58 more added
- Sold out
- 24
- 47 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $7 | 0.00% | −140−99.3% | Reduced |
| Huntington National Bank | 1 | $7 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 6 | $39 | 0.00% | −1−14.3% | Reduced |
| Sunbelt Securities, Inc. | 11 | $72 | 0.00% | +11 | New |
| JPL Wealth Management, LLC | 12 | $79 | 0.00% | +12 | New |
| Rachor Investment Advisory Services, LLC | 17 | $112 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 21 | $138 | 0.00% | +21 | New |
| SBI Securities Co., Ltd. | 62 | $407 | 0.00% | +12+24.0% | Added |
| Basecamp Wealth Advisors LLC | 84 | $552 | 0.00% | +84 | New |
| Wealth Preservation Advisors, LLC | 90 | $591 | 0.00% | +90 | New |
| SJS Investment Consulting Inc. | 92 | $605 | 0.00% | +92 | New |
| Caitong International Asset Management Co., Ltd | 109 | $716 | 0.00% | +109 | New |
| Fortitude Family Office, LLC | 110 | $723 | 0.00% | +110 | New |
| Parkside Financial Bank & Trust | 115 | $756 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 120 | $788 | 0.00% | −1,419−92.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 147 | $966 | 0.00% | +147 | New |
| Root Financial Partners, LLC | 214 | $1.41K | 0.00% | +214 | New |
| Raffa Wealth Management, LLC | 272 | $1.79K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 281 | $1.85K | 0.00% | +271+2,710.0% | Added |
| WPG Advisers, LLC | 295 | $1.94K | 0.00% | −384−56.6% | Reduced |
| IFP Advisors, Inc | 367 | $2.41K | 0.00% | +134+57.5% | Added |
| Nisa Investment Advisors, LLC | 409 | $2.69K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 500 | $3.29K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 506 | $3.32K | 0.00% | +160+46.2% | Added |
| Farther Finance Advisors, LLC | 541 | $3.58K | 0.00% | +196+56.8% | Added |
| Rossby Financial, LCC | 560 | $3.71K | 0.00% | +560 | New |
| Rothschild Investment LLC | 595 | $3.91K | 0.00% | +399+203.6% | Added |
| Simplex Trading, LLC | 633 | $4.16K | 0.00% | +633 | New |
| Smartleaf Asset Management LLC | 679 | $4.28K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 685 | $4.50K | 0.00% | +611+825.7% | Added |
| US Bancorp | 771 | $5.07K | 0.00% | +43+5.9% | Added |
| EverSource Wealth Advisors, LLC | 1,098 | $7.21K | 0.00% | +561+104.5% | Added |
| Private Trust Co NA | 1,171 | $7.69K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,479 | $9.72K | 0.00% | −5,241−78.0% | Reduced |
| GAMMA Investing LLC | 1,941 | $12.8K | 0.00% | +992+104.5% | Added |
| Harbor Capital Advisors, Inc. | 2,006 | $13.0K | 0.00% | +706+54.3% | Added |
| Sterling Capital Management LLC | 1,997 | $13.1K | 0.00% | −1,477−42.5% | Reduced |
| Allworth Financial LP | 2,004 | $13.2K | 0.00% | +1,756+708.1% | Added |
| MAI Capital Management | 2,614 | $17.2K | 0.00% | +2,281+685.0% | Added |
| GWM Advisors LLC | 2,675 | $17.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,847 | $25.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,804 | $31.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,004 | $32.9K | 0.00% | −1,150−18.7% | Reduced |
| The PNC Financial Services Group, Inc. | 5,153 | $33.9K | 0.00% | +68+1.3% | Added |
| New York State Common Retirement Fund | 8,872 | $58.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 11,325 | $74.4K | 0.00% | −82,650−87.9% | Reduced |
| Voya Investment Management LLC | 11,389 | $74.8K | 0.00% | −481−4.1% | Reduced |
| Kemnay Advisory Services Inc. | 11,512 | $75.6K | 0.01% | +11,512 | New |
| Mirabella Financial Services LLP | 12,905 | $84.8K | 0.01% | +12,905 | New |
| Police & Firemen's Retirement System of New Jersey | 14,209 | $93.4K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 14,600 | $95.9K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 15,000 | $98.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 15,797 | $104.0K | 0.00% | −2,638−14.3% | Reduced |
| CWA Asset Management Group, LLC | 16,000 | $105.1K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 16,014 | $105.2K | 0.00% | +16,014 | New |
| State Board of Administration of Florida Retirement System | 16,220 | $106.6K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 16,372 | $107.6K | 0.00% | +16,372 | New |
| Wealth Enhancement Advisory Services, LLC | 16,688 | $110.0K | 0.00% | +16,688 | New |
| Entropy Technologies, LP | 16,875 | $110.9K | 0.01% | +16,875 | New |
| Creative Planning | 17,834 | $117.2K | 0.00% | +17,834 | New |
| Arizona State Retirement System | 18,694 | $122.8K | 0.00% | −272−1.4% | Reduced |
| R Squared Ltd | 18,894 | $124.1K | 0.07% | +2,349+14.2% | Added |
| Lazard Asset Management LLC | 19,051 | $125.2K | 0.00% | +19,051 | New |
| Quantinno Capital Management LP | 19,628 | $129.0K | 0.00% | +4,174+27.0% | Added |
| Northwestern Mutual Wealth Management Co | 20,000 | $131.4K | 0.00% | +20,000 | New |
| Polymer Capital Management (US) LLC | 20,643 | $135.6K | 0.02% | +20,643 | New |
| Mercer Global Advisors Inc | 20,656 | $135.7K | 0.00% | +20,656 | New |
| Intech Investment Management LLC | 21,241 | $139.6K | 0.00% | −5,428−20.4% | Reduced |
| Catalytic Wealth RIA, LLC | 21,282 | $139.8K | 0.01% | −3,078−12.6% | Reduced |
| Vanguard Global Advisers, LLC | 22,473 | $147.6K | 0.00% | +22,473 | New |
| SG Americas Securities, LLC | 24,952 | $164.0K | 0.00% | −19,406−43.7% | Reduced |
| CWM, LLC | 25,273 | $166.0K | 0.00% | +18,889+295.9% | Added |
| Stoneridge Investment Partners LLC | 27,359 | $180.0K | 0.13% | 00.0% | Unchanged |
| 9823 Capital, L.P. | 27,591 | $181.3K | 0.14% | +27,591 | New |
| M&T Bank Corp | 28,021 | $184.1K | 0.00% | −2,210−7.3% | Reduced |
| Janus Henderson Group PLC | 28,800 | $189.2K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 29,151 | $191.5K | 0.00% | +29,151 | New |
| Two Sigma Investments, LP | 30,152 | $198.1K | 0.00% | +2,200+7.9% | Added |
| Susquehanna International Group, LLP | 30,432 | $199.9K | 0.00% | +18,880+163.4% | Added |
| Renaissance Technologies LLC | 31,656 | $208.0K | 0.00% | +31,656 | New |
| MetLife Investment Management | 32,205 | $211.6K | 0.00% | +7,423+30.0% | Added |
| Prevail Innovative Wealth Advisors, LLC | 33,221 | $218.3K | 0.04% | +33,221 | New |
| Manufacturers Life Insurance Company, The | 34,293 | $225.3K | 0.00% | −645−1.8% | Reduced |
| Vanguard Asset Management, Ltd | 36,449 | $239.5K | 0.00% | +36,449 | New |
| Fox Run Management, L.L.C. | 38,523 | $243.1K | 0.04% | +38,523 | New |
| Cetera Investment Advisers | 39,029 | $256.4K | 0.00% | −7,352−15.9% | Reduced |
| Wells Fargo & Company | 39,382 | $258.7K | 0.00% | −45,460−53.6% | Reduced |
| Price T Rowe Associates Inc | 40,788 | $268.0K | 0.00% | +4,093+11.2% | Added |
| Ameriprise Financial Inc | 42,161 | $277.0K | 0.00% | +42,161 | New |
| Squarepoint Ops LLC | 46,402 | $304.9K | 0.00% | −199,950−81.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,937 | $308.4K | 0.00% | +4,188+9.8% | Added |
| Numerai GP LLC | 48,446 | $318.3K | 0.03% | +48,446 | New |
| Deutsche Bank AG | 49,360 | $324.3K | 0.00% | +5,879+13.5% | Added |
| Legal & General Group Plc | 50,323 | $330.6K | 0.00% | −10,650−17.5% | Reduced |
| Ieq Capital, LLC | 51,620 | $339.1K | 0.00% | +51,620 | New |
| Jump Financial, LLC | 56,242 | $369.5K | 0.01% | −74−0.1% | Reduced |
| Graham Capital Management, L.P. | 59,931 | $393.7K | 0.01% | +4,982+9.1% | Added |
| California State Teachers Retirement System | 61,514 | $404.1K | 0.00% | −449−0.7% | Reduced |
| Virginia Retirement Systems Et Al | 62,787 | $412.5K | 0.00% | −900−1.4% | Reduced |