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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 64,009 | $420.5K | 0.00% | +36,192+130.1% | Added |
| Alliancebernstein L.P. | 73,870 | $425.5K | 0.00% | −16,900−18.6% | Reduced |
| LPL Financial LLC | 67,811 | $445.5K | 0.00% | +2,265+3.5% | Added |
| Pine Valley Investments Ltd Liability Co | 68,000 | $446.8K | 0.02% | 00.0% | Unchanged |
| Biondo Investment Advisors, LLC | 69,000 | $453.3K | 0.06% | −36,000−34.3% | Reduced |
| VARCOV Co. | 69,135 | $454.2K | 0.17% | +69,135 | New |
| Rhumbline Advisers | 71,635 | $470.6K | 0.00% | −1,685−2.3% | Reduced |
| UBS Group AG | 82,252 | $540.4K | 0.00% | −563−0.7% | Reduced |
| Aristeia Capital LLC | 83,630 | $549.4K | 0.01% | +41,439+98.2% | Added |
| Brevan Howard Capital Management LP | 87,013 | $571.7K | 0.01% | +65,600+306.4% | Added |
| Cornerstone Investment Partners, LLC | 89,938 | $590.9K | 0.02% | +3,510+4.1% | Added |
| STRS Ohio | 92,200 | $605.8K | 0.00% | −2,100−2.2% | Reduced |
| Gsa Capital Partners LLP | 93,164 | $612.0K | 0.04% | +11,152+13.6% | Added |
| FMR LLC | 106,262 | $698.1K | 0.00% | +88,638+502.9% | Added |
| Canada Pension Plan Investment Board | 108,800 | $714.8K | 0.00% | +38,100+53.9% | Added |
| American Century Companies Inc | 118,731 | $780.1K | 0.00% | +1,542+1.3% | Added |
| Sandler Capital Management | 123,281 | $810.0K | 0.55% | −64,015−34.2% | Reduced |
| Sapient Capital LLC | 127,760 | $839.4K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 133,220 | $875.3K | 0.00% | −44,649−25.1% | Reduced |
| Swiss National Bank | 134,100 | $881.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 144,895 | $952.0K | 0.00% | +61,083+72.9% | Added |
| EntryPoint Capital, LLC | 147,177 | $967.0K | 0.28% | +55,083+59.8% | Added |
| Nuveen, LLC | 149,991 | $985.4K | 0.00% | +960+0.6% | Added |
| Bank of New York Mellon Corp | 156,242 | $1.03M | 0.00% | −5,330−3.3% | Reduced |
| Mariner, LLC | 168,207 | $1.10M | 0.00% | +29,649+21.4% | Added |
| Register Financial Advisors LLC | 171,200 | $1.12M | 0.42% | −2,000−1.2% | Reduced |
| Trexquant Investment LP | 179,371 | $1.18M | 0.01% | −140,159−43.9% | Reduced |
| D. E. Shaw & Co., Inc. | 182,785 | $1.20M | 0.00% | +182,785 | New |
| Algert Global LLC | 195,760 | $1.29M | 0.02% | +195,760 | New |
| Gilder Gagnon Howe & Co LLC | 217,877 | $1.43M | 0.02% | −192,001−46.8% | Reduced |
| Voleon Capital Management LP | 220,174 | $1.45M | 0.03% | −20,423−8.5% | Reduced |
| SEI Investments Co | 227,568 | $1.50M | 0.00% | +59,928+35.7% | Added |
| Tudor Investment Corp Et Al | 228,518 | $1.50M | 0.01% | +228,518 | New |
| Point72 Asset Management, L.P. | 242,189 | $1.59M | 0.00% | −143,685−37.2% | Reduced |
| Invesco Ltd. | 244,105 | $1.60M | 0.00% | +7,178+3.0% | Added |
| Millennium Management LLC | 257,825 | $1.69M | 0.00% | −59,976−18.9% | Reduced |
| Citadel Advisors LLC | 280,361 | $1.84M | 0.00% | +216,554+339.4% | Added |
| Private Capital Management, LLC | 327,500 | $2.15M | 0.22% | 00.0% | Unchanged |
| EFG International AG | 351,001 | $2.31M | 0.05% | −18,964−5.1% | Reduced |
| Citigroup Inc | 384,712 | $2.53M | 0.00% | −136,645−26.2% | Reduced |
| Sendero Wealth Management, LLC | 390,797 | $2.57M | 0.28% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 394,416 | $2.59M | 0.02% | +394,416 | New |
| Vanguard Fiduciary Trust Co | 404,548 | $2.66M | 0.00% | +404,548 | New |
| HRT Financial LP | 411,892 | $2.71M | 0.01% | +411,892 | New |
| Hotchkis & Wiley Capital Management LLC | 452,640 | $2.97M | 0.01% | +452,640 | New |
| Northern Trust Corp | 489,076 | $3.21M | 0.00% | +17,654+3.7% | Added |
| Vanguard Portfolio Management LLC | 507,309 | $3.33M | 0.00% | +507,309 | New |
| Goldman Sachs Group Inc | 515,735 | $3.39M | 0.00% | +146,509+39.7% | Added |
| Charles Schwab Investment Management Inc | 517,411 | $3.40M | 0.00% | +12,527+2.5% | Added |
| Russell Investments Group, Ltd. | 542,865 | $3.57M | 0.00% | −396,211−42.2% | Reduced |
| Mackenzie Financial Corp | 589,100 | $3.87M | 0.00% | +589,100 | New |
| AQR Capital Management LLC | 650,700 | $4.28M | 0.00% | +481,718+285.1% | Added |
| Jane Street Group, LLC | 660,534 | $4.34M | 0.00% | +315,525+91.5% | Added |
| JPMorgan Chase & Co | 770,219 | $4.86M | 0.00% | +744,873+2,938.8% | Added |
| First Eagle Investment Management, LLC | 765,822 | $5.03M | 0.01% | −12,114−1.6% | Reduced |
| Empowered Funds, LLC | 810,115 | $5.32M | 0.03% | +72,935+9.9% | Added |
| Bridgeway Capital Management, LLC | 845,115 | $5.55M | 0.11% | +72,935+9.4% | Added |
| Intrinsic Edge Capital Management LLC | 879,622 | $5.78M | 1.05% | +100,000+12.8% | Added |
| Morgan Stanley | 897,525 | $5.90M | 0.00% | +182,832+25.6% | Added |
| Heartland Advisors Inc | 1,000,000 | $6.57M | 0.34% | +300,000+42.9% | Added |
| Arrowstreet Capital, Limited Partnership | 1,056,550 | $6.94M | 0.00% | +642,109+154.9% | Added |
| Bank of America Corp | 1,195,836 | $7.86M | 0.00% | −284,294−19.2% | Reduced |
| First Trust Advisors LP | 1,301,351 | $8.55M | 0.01% | +78,476+6.4% | Added |
| Clearbridge Investments, LLC | 1,403,965 | $9.22M | 0.01% | −41,173−2.8% | Reduced |
| Geode Capital Management, LLC | 1,470,636 | $9.66M | 0.00% | +31,488+2.2% | Added |
| State Street Corp | 1,486,051 | $9.76M | 0.00% | +131,236+9.7% | Added |
| Boston Partners | 2,016,406 | $13.2M | 0.01% | −1,777,191−46.8% | Reduced |
| Vanguard Capital Management LLC | 2,525,744 | $16.6M | 0.00% | +2,525,744 | New |
| Alyeska Investment Group, L.P. | 2,825,820 | $18.6M | 0.05% | +325,591+13.0% | Added |
| Allspring Global Investments Holdings, LLC | 3,914,133 | $25.9M | 0.04% | −287,281−6.8% | Reduced |
| BlackRock, Inc. | 4,252,972 | $27.9M | 0.00% | −59,806−1.4% | Reduced |
| Dimensional Fund Advisors LP | 5,602,838 | $36.8M | 0.01% | +741,857+15.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,674,918 | $37.3M | 0.05% | +232,356+4.3% | Added |
| Canvas Wealth Advisors, LLC | 7,019,526 | $46.1M | 7.84% | −30,695−0.4% | Reduced |
| Platinum Equity Advisors, LLC | 156,743,635 | $1.03B | 11.60% | 00.0% | Unchanged |
| ACK Asset Management LLC | 0 | $0 | 0.00% | −800,136−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −566,132−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −62,996−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −55,498−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −51,305−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −48,209−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −46,029−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −40,206−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −38,626−100.0% | Sold out |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −28,726−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −23,972−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −18,962−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −18,962−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −15,864−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −12,897−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −12,572−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,630−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −10,065−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −3,851−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,894−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −1,314−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |