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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.

Q1 2026 vs. Q4 2025

How the institutions holding Custom Truck One Source, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of CTOS: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders1572175+20
Shares216.6M3.47M219.0M+5.86M (+2.8%)
Value$1.25B$20.0M$1.44B+$210.9M (+17.2%)

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (44)

Institutions that held Custom Truck One Source, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to CTOS in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC2,525,744$16.6M0.00%
Mackenzie Financial Corp589,100$3.87M0.00%
Vanguard Portfolio Management LLC507,309$3.33M0.00%
Hotchkis & Wiley Capital Management LLC452,640$2.97M0.01%
HRT Financial LP411,892$2.71M0.01%
Vanguard Fiduciary Trust Co404,548$2.66M0.00%
Silvercrest Asset Management Group LLC394,416$2.59M0.02%
Tudor Investment Corp Et Al228,518$1.50M0.01%
Algert Global LLC195,760$1.29M0.02%
D. E. Shaw & Co., Inc.182,785$1.20M0.00%
VARCOV Co.69,135$454.2K0.17%
Ieq Capital, LLC51,620$339.1K0.00%
Numerai GP LLC48,446$318.3K0.03%
Ameriprise Financial Inc42,161$277.0K0.00%
Fox Run Management, L.L.C.38,523$243.1K0.04%
Vanguard Asset Management, Ltd36,449$239.5K0.00%
Prevail Innovative Wealth Advisors, LLC33,221$218.3K0.04%
Renaissance Technologies LLC31,656$208.0K0.00%
Envestnet Asset Management Inc29,151$191.5K0.00%
9823 Capital, L.P.27,591$181.3K0.14%
Vanguard Global Advisers, LLC22,473$147.6K0.00%
Mercer Global Advisors Inc20,656$135.7K0.00%
Polymer Capital Management (US) LLC20,643$135.6K0.02%
Northwestern Mutual Wealth Management Co20,000$131.4K0.00%
Lazard Asset Management LLC19,051$125.2K0.00%
Creative Planning17,834$117.2K0.00%
Entropy Technologies, LP16,875$110.9K0.01%
Wealth Enhancement Advisory Services, LLC16,688$110.0K0.00%
Vanguard Investments Australia, Ltd.16,372$107.6K0.00%
Cerity Partners LLC16,014$105.2K0.00%
Mirabella Financial Services LLP12,905$84.8K0.01%
Kemnay Advisory Services Inc.11,512$75.6K0.01%
Simplex Trading, LLC633$4.16K0.00%
Rossby Financial, LCC560$3.71K0.00%
Root Financial Partners, LLC214$1.41K0.00%
Keating Financial Advisory Services, Inc.147$9660.00%
Fortitude Family Office, LLC110$7230.00%
Caitong International Asset Management Co., Ltd109$7160.00%
SJS Investment Consulting Inc.92$6050.00%
Wealth Preservation Advisors, LLC90$5910.00%
Basecamp Wealth Advisors LLC84$5520.00%
True Wealth Design, LLC21$1380.00%
JPL Wealth Management, LLC12$790.00%
Sunbelt Securities, Inc.11$720.00%

Sold out (24)

Institutions that held Custom Truck One Source, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Not filed for Q1 2026 yet (2)

Institutions that held Custom Truck One Source, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CTOS in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc3,466,621$20.0M
Global Retirement Partners, LLC722$4.16K