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 |
|---|---|---|---|---|---|
| 9823 Capital, L.P. | 27,591 | $181.3K | 0.14% | +27,591 | New |
| Stoneridge Investment Partners LLC | 27,359 | $180.0K | 0.13% | 00.0% | Unchanged |
| CWM, LLC | 25,273 | $166.0K | 0.00% | +18,889+295.9% | Added |
| SG Americas Securities, LLC | 24,952 | $164.0K | 0.00% | −19,406−43.7% | Reduced |
| Vanguard Global Advisers, LLC | 22,473 | $147.6K | 0.00% | +22,473 | New |
| Catalytic Wealth RIA, LLC | 21,282 | $139.8K | 0.01% | −3,078−12.6% | Reduced |
| Intech Investment Management LLC | 21,241 | $139.6K | 0.00% | −5,428−20.4% | Reduced |
| Mercer Global Advisors Inc | 20,656 | $135.7K | 0.00% | +20,656 | New |
| Polymer Capital Management (US) LLC | 20,643 | $135.6K | 0.02% | +20,643 | New |
| Northwestern Mutual Wealth Management Co | 20,000 | $131.4K | 0.00% | +20,000 | New |
| Quantinno Capital Management LP | 19,628 | $129.0K | 0.00% | +4,174+27.0% | Added |
| Lazard Asset Management LLC | 19,051 | $125.2K | 0.00% | +19,051 | New |
| R Squared Ltd | 18,894 | $124.1K | 0.07% | +2,349+14.2% | Added |
| Arizona State Retirement System | 18,694 | $122.8K | 0.00% | −272−1.4% | Reduced |
| Creative Planning | 17,834 | $117.2K | 0.00% | +17,834 | New |
| Entropy Technologies, LP | 16,875 | $110.9K | 0.01% | +16,875 | New |
| Wealth Enhancement Advisory Services, LLC | 16,688 | $110.0K | 0.00% | +16,688 | New |
| Vanguard Investments Australia, Ltd. | 16,372 | $107.6K | 0.00% | +16,372 | New |
| State Board of Administration of Florida Retirement System | 16,220 | $106.6K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 16,014 | $105.2K | 0.00% | +16,014 | New |
| CWA Asset Management Group, LLC | 16,000 | $105.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 15,797 | $104.0K | 0.00% | −2,638−14.3% | Reduced |
| Truist Financial Corp | 15,000 | $98.5K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 14,600 | $95.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 14,209 | $93.4K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 12,905 | $84.8K | 0.01% | +12,905 | New |
| Kemnay Advisory Services Inc. | 11,512 | $75.6K | 0.01% | +11,512 | New |
| Voya Investment Management LLC | 11,389 | $74.8K | 0.00% | −481−4.1% | Reduced |
| Barclays PLC | 11,325 | $74.4K | 0.00% | −82,650−87.9% | Reduced |
| New York State Common Retirement Fund | 8,872 | $58.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,153 | $33.9K | 0.00% | +68+1.3% | Added |
| Ameritas Investment Partners, Inc. | 5,004 | $32.9K | 0.00% | −1,150−18.7% | Reduced |
| Parallel Advisors, LLC | 4,804 | $31.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,847 | $25.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,675 | $17.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,614 | $17.2K | 0.00% | +2,281+685.0% | Added |
| Allworth Financial LP | 2,004 | $13.2K | 0.00% | +1,756+708.1% | Added |
| Sterling Capital Management LLC | 1,997 | $13.1K | 0.00% | −1,477−42.5% | Reduced |
| Harbor Capital Advisors, Inc. | 2,006 | $13.0K | 0.00% | +706+54.3% | Added |
| GAMMA Investing LLC | 1,941 | $12.8K | 0.00% | +992+104.5% | Added |
| Tower Research Capital LLC (TRC) | 1,479 | $9.72K | 0.00% | −5,241−78.0% | Reduced |
| Private Trust Co NA | 1,171 | $7.69K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,098 | $7.21K | 0.00% | +561+104.5% | Added |
| US Bancorp | 771 | $5.07K | 0.00% | +43+5.9% | Added |
| Essential Partners LLC | 685 | $4.50K | 0.00% | +611+825.7% | Added |
| Smartleaf Asset Management LLC | 679 | $4.28K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 633 | $4.16K | 0.00% | +633 | New |
| Rothschild Investment LLC | 595 | $3.91K | 0.00% | +399+203.6% | Added |
| Rossby Financial, LCC | 560 | $3.71K | 0.00% | +560 | New |
| Farther Finance Advisors, LLC | 541 | $3.58K | 0.00% | +196+56.8% | Added |
| Optiver Holding B.V. | 506 | $3.32K | 0.00% | +160+46.2% | Added |
| Group One Trading, L.P. | 500 | $3.29K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 409 | $2.69K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 367 | $2.41K | 0.00% | +134+57.5% | Added |
| WPG Advisers, LLC | 295 | $1.94K | 0.00% | −384−56.6% | Reduced |
| SRS Capital Advisors, Inc. | 281 | $1.85K | 0.00% | +271+2,710.0% | Added |
| Raffa Wealth Management, LLC | 272 | $1.79K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 214 | $1.41K | 0.00% | +214 | New |
| Keating Financial Advisory Services, Inc. | 147 | $966 | 0.00% | +147 | New |
| Advisor Group Holdings, Inc. | 120 | $788 | 0.00% | −1,419−92.2% | Reduced |
| Parkside Financial Bank & Trust | 115 | $756 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 110 | $723 | 0.00% | +110 | New |
| Caitong International Asset Management Co., Ltd | 109 | $716 | 0.00% | +109 | New |
| SJS Investment Consulting Inc. | 92 | $605 | 0.00% | +92 | New |
| Wealth Preservation Advisors, LLC | 90 | $591 | 0.00% | +90 | New |
| Basecamp Wealth Advisors LLC | 84 | $552 | 0.00% | +84 | New |
| SBI Securities Co., Ltd. | 62 | $407 | 0.00% | +12+24.0% | Added |
| True Wealth Design, LLC | 21 | $138 | 0.00% | +21 | New |
| Rachor Investment Advisory Services, LLC | 17 | $112 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 12 | $79 | 0.00% | +12 | New |
| Sunbelt Securities, Inc. | 11 | $72 | 0.00% | +11 | New |
| National Bank of Canada | 6 | $39 | 0.00% | −1−14.3% | Reduced |
| Hughes Financial Services, LLC | 1 | $7 | 0.00% | −140−99.3% | Reduced |
| Huntington National Bank | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 21 | $0 | 0.00% | 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 |