TerexTEX

13F holders, Q1 2024 (March 31)
386holders
8famous investors
$64.29avg. 13F price*

At the end of Q1 2024, 386 institutions reported holding Terex Corp. (TEX) in their 13F filings. The largest holders were BlackRock Inc. ($572.4M), Vanguard Group Inc. ($476.8M) and FMR LLC ($313.6M). 8 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
Terex Corp.
CUSIP
880779103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 386Q1 2024Q2 2024: 371Q2 2024Q3 2024: 382Q3 2024Q4 2024: 350Q4 2024Q1 2025: 333Q1 2025Q2 2025: 326Q2 2025Q3 2025: 331Q3 2025Q4 2025: 356Q4 2025Q1 2026: 473Q1 2026Q2 2026: 484Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions37$69.5M
Exits52$53.3M

Ownership 386 holders

BlackRock Inc. 0.01% Reduce -6.7% 8,887,523 $572.4M
Vanguard Group Inc. 0.01% Reduce -1.5% 7,404,089 $476.8M
FMR LLC 0.02% Add +58.2% 4,868,796 $313.6M
Dimensional Fund Advisors LP 0.05% Add +1.0% 2,702,498 $174.0M
State Street Corp. 0.01% Add +2.7% 2,445,725 $157.5M
Invesco Ltd. 0.03% Add +45.3% 2,268,148 $146.1M
Fisher Asset Management 0.05% Add +3.1% 1,819,130 $117.2M
AQR Capital Management 0.17% Reduce -6.9% 1,551,813 $99.9M
Geode Capital Management, LLC 0.01% Add +3.2% 1,499,029 $96.6M
Greenhaven Associates Inc. 0.88% Add +1.4% 1,476,300 $95.1M
Macquarie Group Ltd. 0.09% Reduce -3.2% 1,267,739 $81.6M
American Century Companies Inc. 0.04% Add +40.8% 1,052,952 $67.8M
Charles Schwab Investment Management Inc. 0.01% Add +3.8% 956,986 $61.6M
Victory Capital Management Inc. 0.06% Add +18.6% 953,564 $61.4M
Fuller & Thaler Asset Management, Inc. 0.23% Reduce -39.6% 820,623 $52.8M
Jupiter Asset Management Ltd. 0.49% Reduce -12.9% 788,593 $50.8M
Northern Trust Corp. 0.01% Reduce -9.2% 779,677 $50.2M
Norges Bank 0.01% Add +4.3% 773,313 $49.8M
Bank of New York Mellon Corp 0.01% Reduce -3.3% 763,741 $49.2M
First Trust Advisors LP 0.05% Add +37.5% 716,313 $46.1M
Morgan Stanley 0.00% Reduce -23.8% 705,198 $45.4M
Prudential Financial Inc. 0.06% Reduce -21.2% 639,751 $41.2M
Jacobs Levy Equity Management, Inc. 0.17% Reduce -3.4% 604,603 $38.9M
William Blair Investment Management, LLC 0.09% Reduce -0.1% 527,198 $34.0M
Atlantic Investment Management, Inc. 13.40% Add +0.8% 473,838 $30.5M
Bank of America Corp. 0.00% Reduce -44.1% 472,723 $30.4M
Minneapolis Portfolio Management Group, LLC 4.15% Reduce -6.3% 471,649 $30.4M
JPMorgan Chase & Co. 0.00% Add +24.9% 419,318 $27.0M
Goldman Sachs Group Inc. 0.01% Reduce -12.9% 412,896 $26.6M
GW&K Investment Management, LLC 0.22% Reduce -36.1% 393,462 $25.3M
Balyasny Asset Management L.P. 0.07% New 391,837 $25.2M
HM Payson & Co. 0.45% New 379,340 $24.4M
Clearbridge Investments, LLC 0.02% Add +2.6% 351,153 $22.6M
Russell Investments Group, Ltd. 0.03% Add +11.5% 316,692 $20.4M
Principal Financial Group Inc. 0.01% Reduce -1.1% 296,009 $19.1M
Voloridge Investment Management, LLC 0.07% Add +10.2% 293,662 $18.9M
Front Street Capital Management, Inc. 3.46% Reduce -0.5% 286,339 $18.4M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -14.6% 328,081 $15.3M
Hancock Whitney Corp. 0.52% Add +19.6% 235,924 $15.2M
Brandywine Global Investment Management, LLC 0.11% Add +24.2% 230,392 $14.8M
Rhumbline Advisers 0.01% Reduce -1.7% 223,036 $14.4M
Great Lakes Advisors, LLC 0.12% Add +1.8% 217,817 $14.0M
Wells Fargo & Company 0.00% Add +1.0% 212,926 $13.7M
Alliancebernstein L.P. 0.00% Reduce -6.0% 206,116 $13.3M
Schroder Investment Management Group 0.02% Add +50.1% 205,298 $13.2M
Federated Hermes, Inc. 0.03% Reduce -26.7% 203,504 $13.1M
Nuveen Asset Management, LLC 0.00% Reduce -1.2% 197,148 $12.7M
Ameriprise Financial Inc. 0.00% Reduce -11.0% 193,557 $12.5M
Panagora Asset Management Inc. 0.06% Reduce -1.1% 187,682 $12.1M
Voya Investment Management LLC 0.01% Add +104.4% 175,760 $11.3M
Royal Bank of Canada 0.00% Reduce -19.3% 172,020 $11.1M
Deutsche Bank AG 0.01% Add +316.8% 165,292 $10.6M
Lazard Asset Management LLC 0.01% Add +0.5% 161,183 $10.4M
Empowered Funds, LLC 0.18% Add +39.5% 154,711 $10.0M
Two Sigma Advisers, LP 0.02% Reduce -36.0% 137,200 $8.8M
Swiss National Bank 0.01% No change 132,800 $8.6M
Nordea Investment Management AB 0.01% Reduce -0.9% 127,248 $8.3M
Barclays PLC 0.00% Reduce -41.0% 127,588 $8.2M
Bridgewater Associates 0.04% Add +26.5% 126,009 $8.1M
California Public Employees Retirement System 0.01% Reduce -10.7% 122,861 $7.9M
American International Group, Inc. 0.03% Reduce -2.0% 120,935 $7.8M
Royce & Associates LP 0.07% Add +20.3% 119,729 $7.7M
UBS Group AG 0.00% Reduce -20.3% 117,266 $7.6M
Verition Fund Management LLC 0.08% Reduce -54.5% 114,160 $7.4M
Legal & General Group Plc 0.00% Add +2.4% 110,621 $7.1M
DekaBank Deutsche Girozentrale 0.01% Add +26.4% 106,849 $6.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +22.7% 103,819 $6.7M
Millennium Management 0.01% Reduce -44.9% 98,456 $6.3M
New York State Teachers Retirement System 0.01% Add +3.0% 95,966 $6.2M
HighTower Advisors, LLC 0.01% Reduce -2.2% 95,354 $6.2M
Credit Suisse AG/ 0.01% Reduce -20.1% 94,661 $6.1M
Envestnet Asset Management Inc. 0.00% Add +8.0% 90,878 $5.9M
Algert Global LLC 0.22% Reduce -6.9% 86,576 $5.6M
Zimmer Partners, LP 0.12% New 85,790 $5.5M
Retirement Systems of Alabama 0.02% Reduce -0.2% 84,135 $5.4M
Manufacturers Life Insurance Company, The 0.00% Add +1.8% 81,467 $5.2M
Franklin Resources Inc. 0.00% Add +77.4% 78,737 $5.1M
Hennessy Advisors Inc. 0.21% Add +43.9% 77,700 $5.0M
Canada Pension Plan Investment Board 0.01% Reduce -21.0% 77,200 $5.0M
T. Rowe Price Associates Inc. 0.00% Add +5.0% 75,482 $4.9M
AXA S.A. 0.01% Reduce -19.5% 73,900 $4.8M
LPL Financial LLC 0.00% Add +63.8% 72,362 $4.7M
Capital Fund Management S.A. 0.06% Reduce -0.1% 72,204 $4.6M
Thrivent Financial for Lutherans 0.01% Reduce -0.0% 71,800 $4.6M
MetLife Investment Management, LLC 0.03% Reduce -2.8% 69,567 $4.5M
California State Teachers Retirement System 0.01% Reduce -5.3% 67,209 $4.3M
Sei Investments Co. 0.01% Add +1.8% 65,717 $4.2M
Globeflex Capital L P 0.40% No change 64,263 $4.1M
Greenwich Wealth Management LLC 0.32% Add +1.0% 62,274 $4.0M
Man Group plc 0.01% Add +0.8% 61,477 $4.0M
Dorsey Wright & Associates 1.03% Reduce -4.3% 61,123 $3.9M
Baird Financial Group, Inc. 0.01% Reduce -2.1% 59,639 $3.8M
Two Sigma Investments, LP 0.01% Reduce -74.2% 59,349 $3.8M
Texas Permanent School Fund Corp. 0.03% Add +0.9% 58,638 $3.8M
Nisa Investment Advisors, LLC 0.02% Reduce -0.5% 56,293 $3.6M
D.A. Davidson & Co. 0.03% Reduce -0.2% 54,645 $3.5M
Icon Advisers Inc. 0.77% Reduce -1.5% 53,400 $3.4M
State of New Jersey Common Pension Fund D 0.01% No change 51,239 $3.3M
BNP Paribas Financial Markets 0.00% Add +1.0% 51,116 $3.3M
Watchman Group, Inc. 0.96% New 49,547 $3.2M
Allspring Global Investments Holdings, LLC 0.00% Reduce -66.0% 47,954 $3.1M
State of Alaska, Department of Revenue 0.03% No change 47,272 $3.0M
Advisors Asset Management, Inc. 0.06% Add +9.8% 45,517 $2.9M
PDT Partners, LLC 0.27% Reduce -26.9% 44,976 $2.9M
Sapience Investments, LLC 0.96% Reduce -49.1% 44,786 $2.9M
Leuthold Group, LLC 0.32% Reduce -0.2% 44,462 $2.9M
Moran Wealth Management, LLC 0.09% Reduce -0.4% 43,116 $2.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.7% 40,413 $2.6M
Profit Investment Management, LLC 1.47% No change 40,306 $2.6M
Mutual of America Capital Management LLC 0.03% Reduce -4.1% 39,919 $2.6M
Allianz Asset Management GmbH 0.00% Reduce -80.9% 39,487 $2.5M
Easterly Investment Partners LLC 0.19% Reduce -0.1% 39,428 $2.5M
D. E. Shaw & Co. 0.00% Reduce -33.1% 38,488 $2.5M
Citigroup Inc. 0.00% Add +7.5% 37,163 $2.4M
Burney Co./ 0.09% Reduce -12.6% 36,535 $2.4M
Comerica Bank 0.01% Reduce -13.2% 35,439 $2.3M
Amalgamated Bank 0.02% Reduce -13.7% 35,077 $2.3M
Mork Capital Management, LLC 1.70% Reduce -30.0% 35,000 $2.3M
Temasek Holdings (Private) Ltd 0.01% No change 34,712 $2.2M
Coldstream Capital Management Inc. 0.06% Add +38.5% 33,677 $2.2M
Gotham Asset Management 0.03% Reduce -39.4% 32,810 $2.1M
Raymond James & Associates 0.00% Add +0.4% 32,551 $2.1M
Cozad Asset Management Inc. 0.22% Add +7.8% 32,093 $2.1M
Teacher Retirement System of Texas 0.01% Reduce -15.9% 31,193 $2.0M
LSV Asset Management 0.00% No change 31,200 $2.0M
Pearl River Capital, LLC 0.31% Add +75.1% 30,702 $2.0M
Yousif Capital Management, LLC 0.02% Reduce -2.5% 30,653 $2.0M
Amica Mutual Insurance Co. 0.20% No change 30,404 $2.0M
Composition Wealth, LLC 0.05% Add +0.0% 30,010 $1.9M
Janus Henderson Group PLC 0.00% Add +0.0% 29,939 $1.9M
Citadel Advisors 0.00% Reduce -82.1% 29,932 $1.9M
Los Angeles Capital Management LLC 0.01% Reduce -45.9% 29,903 $1.9M
Cresset Asset Management, LLC 0.01% Add +699.1% 29,765 $1.9M
Zacks Investment Management 0.02% Add +23.1% 29,468 $1.9M
Shilanski & Associates, Inc. 0.65% Reduce -3.7% 29,413 $1.9M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -23.7% 29,000 $1.9M
New York State Common Retirement Fund 0.00% Reduce -16.3% 28,866 $1.9M
Osaic Holdings, Inc. 0.00% Reduce -5.3% 27,923 $1.8M
IFP Advisors, Inc 0.08% Reduce -11.8% 27,342 $1.8M
E. Ohman J:or Asset Management AB 0.05% Add +22.0% 27,605 $1.8M
Danske Bank A/S 0.01% — 27,546 $1.8M
Harbor Capital Advisors, Inc. 0.23% New 26,925 $1.7M
Jennison Associates LLC 0.00% Add +18.2% 26,911 $1.7M
Livforsakringsbolaget Skandia, Omsesidigt 0.15% No change 26,700 $1.7M
Tredje AP-fonden 0.02% No change 25,273 $1.6M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 24,743 $1.6M
Edgestream Partners, L.P. 0.08% Reduce -21.4% 24,466 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% No change 23,145 $1.5M
Stratos Wealth Advisors, LLC 0.08% New 21,821 $1.4M
Ameritas Investment Partners, Inc. 0.05% Reduce -0.9% 21,559 $1.4M
Stifel Financial Corp. 0.00% Add +0.0% 20,474 $1.3M
Mitsubishi UFJ Trust & Banking Corp 0.00% No change 20,744 $1.3M
GAMCO Investors 0.01% Reduce -11.4% 20,200 $1.3M
Waterfront Wealth Inc. 0.36% Add +5.0% 22,422 $1.3M
Arete Wealth Advisors, LLC 0.12% Add +192.2% 22,388 $1.3M
Squarepoint Ops LLC 0.01% Add +99.2% 19,382 $1.2M
Louisiana State Employees Retirement System 0.02% Add +2.1% 19,300 $1.2M
Brevan Howard Capital Management LP 0.12% Reduce -25.9% 19,199 $1.2M
Janney Montgomery Scott LLC 0.00% Reduce -0.6% 19,033 $1.2M
Arizona State Retirement System 0.01% Reduce -1.8% 18,496 $1.2M
State Board of Administration of Florida Retirement System 0.00% Add +27.9% 24,553 $1.2M
CSS LLC 0.28% Add +71.5% 18,007 $1.2M
Stratos Wealth Partners, LTD. 0.02% Add +4.8% 17,613 $1.1M
Confluence Wealth Services, Inc. 0.10% No change 17,046 $1.1M
Credential Qtrade Securities Inc. 0.06% Add +6.7% 16,950 $1.1M
Jane Street Group, LLC 0.00% Reduce -80.6% 16,598 $1.1M
WINTON GROUP Ltd 0.08% Add +101.7% 16,531 $1.1M
Oregon Public Employees Retirement Fund 0.02% Reduce -13.4% 16,504 $1.1M
Guggenheim Capital LLC 0.01% Reduce -85.6% 16,481 $1.1M
State of Michigan Retirement System 0.01% Add +1.9% 16,418 $1.1M
State of Tennessee, Department of Treasury 0.00% Add +42.0% 16,333 $1.1M
Cetera Investment Advisers 0.00% Add +43.5% 16,167 $1.0M
Neuberger Berman Group LLC 0.00% Reduce -3.3% 16,144 $1.0M
Thoroughbred Financial Services, LLC 0.10% Reduce -11.8% 16,009 $1.0M
Campbell & CO Investment Adviser LLC 0.09% Reduce -76.1% 15,441 $994K
STRS Ohio 0.00% Add +275.6% 15,400 $991K
Farmers & Merchants Investments Inc. 0.03% Reduce -1.0% 15,306 $986K
ProShare Advisors LLC 0.00% Add +4.6% 15,229 $981K
Gsa Capital Partners LLP 0.08% New 15,195 $979K
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.2% 14,944 $962K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.2% 14,821 $954K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -9.3% 14,698 $947K
Creative Planning 0.00% Add +18.3% 14,626 $942K
Vest Financial, LLC 0.02% Add +244.2% 13,986 $901K
New Mexico Educational Retirement Board 0.03% No change 13,800 $889K
Range Financial Group LLC 0.46% Add +6.5% 13,690 $882K
Handelsbanken Fonder AB 0.00% No change 13,353 $860K
State of Wisconsin Investment Board 0.00% Add +100.5% 12,821 $826K
Lingohr Asset Management GmbH 2.06% Add +1.9% 12,772 $823K
Pacer Advisors, Inc. 0.00% Reduce -44.1% 12,669 $816K
Diligent Investors, LLC 0.20% No change 12,660 $815K
Cullen Capital Management, LLC 0.01% New 12,521 $806K
PEAK6 Investments LLC 0.04% Add +202.9% 12,347 $795K
First National Trust Co 0.03% No change 12,000 $773K
Pathstone Holdings, LLC 0.00% Add +0.1% 11,939 $769K
SummerHaven Investment Management, LLC 0.48% Add +1.4% 11,856 $764K
Bailard, Inc. 0.02% Reduce -1.7% 11,851 $763K
Bank of Montreal 0.00% Add +1.1% 11,706 $755K
Lisanti Capital Growth, LLC 0.18% Reduce -1.5% 11,195 $721K
Aviva PLC 0.00% New 10,880 $701K
Olympiad Research LP 0.45% Add +93.6% 10,737 $691K
Vanguard Personalized Indexing Management, LLC 0.01% Add +6.1% 10,556 $680K
Prelude Capital Management, LLC 0.05% Add +29.5% 10,407 $670K
Ethic Inc. 0.02% Reduce -0.4% 10,353 $667K
Cavalier Investments, LLC 0.24% Add +5.8% 10,299 $663K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -87.1% 10,213 $658K
NorthCrest Asset Manangement, LLC 0.02% Reduce -2.9% 10,100 $650K
Liberty Capital Management, Inc. 0.16% Reduce -11.9% 9,962 $642K
Xponance LLC 0.01% Reduce -1.8% 9,605 $619K
Phoenix Financial Ltd. 0.01% New 9,600 $616K
Pictet Asset Management Holding SA 0.00% Add +17.8% 9,517 $613K
O'shaughnessy Asset Management, LLC 0.01% Add +5.8% 9,511 $613K
Tidal Investments LLC 0.01% Add +1.6% 9,362 $603K
Duality Advisers, LP 0.06% Add +15.1% 9,234 $595K
Cornercap Investment Counsel Inc. 0.09% Reduce -50.4% 8,995 $579K
Raymond James Financial Services Advisors, Inc. 0.00% Add +11.1% 8,974 $578K
Public Employees Retirement Association of Colorado 0.00% Reduce -9.0% 8,892 $573K
Perigon Wealth Management, LLC 0.02% Reduce -1.7% 8,684 $559K
NEOS Investment Management LLC 0.03% Add +47.2% 8,321 $536K
Kestra Advisory Services, LLC 0.00% Add +5.5% 8,180 $527K
Empirical Finance, LLC 0.03% No change 8,091 $521K
Chesapeake Capital Corp. 0.39% Add +8.2% 8,079 $520K
KBC Group NV 0.00% Add +6.6% 7,960 $513K
Susquehanna International Group, LLP 0.00% Reduce -75.4% 7,927 $510K
Independent Financial Group, LLC 0.02% Reduce -3.1% 7,900 $509K
Private Advisor Group, LLC 0.00% Reduce -0.3% 7,580 $488K
Graham Capital Management, L.P. 0.02% Reduce -63.5% 7,270 $468K
Dark Forest Capital Management LP 0.08% New 7,187 $463K
Walleye Capital LLC 0.01% New 7,061 $455K
Cerity Partners LLC 0.00% Add +21.2% 7,001 $451K
Barnett & Company, Inc. 0.31% No change 7,000 $451K
Gabelli Funds LLC 0.00% No change 7,000 $451K
V-Square Quantitative Management LLC 0.06% No change 6,948 $444K
Parallel Advisors, LLC 0.01% Add +1.1% 6,835 $440K
Entropy Technologies, LP 0.05% Reduce -33.1% 6,630 $427K
Verity Asset Management, Inc. 0.24% New 6,627 $427K
Dakota Wealth Management 0.01% No change 6,550 $422K
VestGen Investment Management 0.13% Add +30.5% 6,513 $419K
Vise Technologies, Inc. 0.08% Reduce -3.6% 6,417 $413K
National Bank of Canada 0.00% Add +10.3% 6,526 $407K
FCG Investment Co 0.33% Add +4.7% 6,314 $407K
XTX Topco Ltd 0.05% Add +13.4% 6,283 $405K
Mariner, LLC 0.00% Add +13.8% 6,247 $402K
ClearAlpha Technologies LP 0.17% New 6,200 $399K
Quantinno Capital Management LP 0.01% Add +7.4% 6,198 $399K
Commonwealth Equity Services, LLC 0.00% Add +25.1% 6,135 $395K
Shell Asset Management Co. 0.02% Reduce -9.1% 7,167 $393K
Alps Advisors Inc. 0.00% Add +9.9% 5,949 $383K
Commerce Bank 0.00% Reduce -29.9% 5,910 $381K
PFG Advisors 0.03% New 5,840 $376K
MML Investors Services, LLC 0.00% Reduce -3.7% 5,809 $374K
Shelton Capital Management 0.01% No change 5,726 $369K
Measured Wealth Private Client Group, LLC 0.13% Add +14.0% 5,638 $363K
Kendall Capital Management 0.12% New 5,625 $362K
Martingale Asset Management L P 0.01% New 5,605 $361K
QRG Capital Management, Inc. 0.00% Add +4.4% 5,566 $358K
SkyOak Wealth, LLC 0.09% New 5,539 $357K
US Bancorp \de 0.00% Reduce -2.9% 5,531 $356K
Securian Asset Management, Inc. 0.01% Reduce -1.8% 5,508 $355K
Oxbow Advisors, LLC 0.05% No change 5,500 $354K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -15.1% 5,443 $351K
Verdence Capital Advisors LLC 0.03% Add +0.8% 5,393 $347K
Centiva Capital, LP 0.02% Reduce -70.3% 5,350 $345K
Cibc World Market Inc. 0.00% Add +22.3% 5,307 $342K
M&T Bank Corp 0.00% Reduce -8.2% 5,305 $342K
AlphaMark Advisors, LLC 0.12% Add +14.5% 5,299 $341K
HSBC Holdings PLC 0.00% Reduce -73.1% 5,288 $341K
Jefferies Financial Group Inc. 0.01% New 5,219 $336K
Atlas Capital Advisors Inc. 0.05% Reduce -26.7% 5,016 $323K
Vestcor Inc 0.01% No change 5,022 $323K
Mackenzie Financial Corp. 0.00% No change 4,930 $317K
Pinnacle Associates Ltd. 0.01% No change 4,920 $317K
SG Americas Securities, LLC 0.00% Reduce -57.2% 4,765 $307K
LVZ, Inc. 0.04% Reduce -1.1% 4,673 $301K
Crossmark Global Holdings, Inc. 0.01% Add +0.1% 4,585 $295K
Exencial Wealth Advisors, LLC 0.01% Reduce -0.2% 4,538 $292K
PNC Financial Services Group, Inc. 0.00% Reduce -21.8% 4,417 $284K
Aristides Capital LLC 0.12% New 4,275 $275K
Concourse Financial Group Securities, Inc. 0.02% Add +17.0% 4,208 $271K
NorthCoast Asset Management LLC 0.00% Reduce -4.0% 4,160 $268K
Qube Research & Technologies Ltd 0.00% Reduce -92.1% 4,026 $259K
State of Wyoming 0.04% Reduce -23.4% 4,002 $258K
Lyell Wealth Management, LP 0.03% No change 4,000 $258K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -19.8% 3,996 $257K
Greenleaf Trust 0.00% No change 3,915 $252K
Profund Advisors LLC 0.01% Add +3.5% 3,793 $244K
Aviso Wealth Management 0.15% No change 3,783 $244K
Summit Global Investments 0.02% Reduce -67.4% 3,727 $240K
Capstone Investment Advisors, LLC 0.01% New 3,706 $239K
Delta Capital Management LLC 0.16% No change 3,640 $234K
Principle Wealth Partners LLC 0.02% No change 3,571 $230K
Metropolitan Life Insurance Co 0.01% Reduce -6.8% 3,493 $225K
Diversified Trust Co. 0.01% Reduce -1.1% 3,480 $224K
Brighton Jones LLC 0.01% Reduce -20.1% 3,424 $220K
Virtus Investment Advisers, LLC 0.16% No change 3,392 $218K
Fruth Investment Management 0.06% New 3,350 $215K
Cornerstone Investment Partners, LLC 0.01% New 3,237 $208K
Wealth Enhancement Advisory Services, LLC 0.00% New 3,233 $208K
Avantax Planning Partners, Inc. 0.01% Reduce -23.4% 3,202 $206K
Westend Capital Management, LLC 0.08% — 3,156 $203K
Captrust Financial Advisors 0.00% Reduce -25.2% 3,140 $202K
Northwestern Mutual Wealth Management Co. 0.00% Add +20.9% 2,531 $163K
Whittier Trust Co. 0.00% No change 2,269 $146K
Quadrant Capital Group LLC 0.01% Reduce -7.0% 2,099 $135K
Covestor Ltd 0.08% Add +232.7% 2,033 $131K
CI Investments Inc. 0.00% Reduce -38.6% 1,948 $125K
Cwm, LLC 0.00% Add +84.7% 1,882 $121K
Assetmark, Inc. 0.00% Reduce -0.9% 1,499 $97K
Tower Research Capital LLC (TRC) 0.00% Reduce -87.8% 1,461 $94K
Principal Securities, Inc. 0.00% Reduce -1.1% 1,459 $94K
AM Squared Ltd 0.29% New 1,400 $90K
Public Employees Retirement System of Ohio 0.00% Add +3.0% 1,387 $89K
Balefire, LLC 0.03% No change 1,357 $87K
Signaturefd, LLC 0.00% Reduce -2.1% 1,223 $79K
Steward Partners Investment Advisory, LLC 0.00% Add +1945.5% 1,125 $72K
Towne Trust Company, N.A 0.02% No change 1,054 $68K
Truvestments Capital LLC 0.02% Reduce -86.4% 953 $61K
Avior Wealth Management, LLC 0.00% Add +92.7% 948 $61K
Amundi 0.00% No change 869 $56K
Capital Advisors, Ltd. LLC 0.01% No change 851 $55K
Lindbrook Capital, LLC 0.00% Add +3.3% 721 $46K
FinTrust Capital Advisors, LLC 0.01% Add +202.2% 695 $45K
Fifth Third Bancorp 0.00% Add +22.5% 631 $41K
GeoWealth Management, LLC 0.00% New 630 $41K
Virtus Fund Advisers, LLC 0.13% No change 578 $37K
Bessemer Group Inc. 0.00% Reduce -0.2% 455 $29K
Hexagon Capital Partners LLC 0.01% Add +19.8% 435 $28K
Nomura Asset Management Co. Ltd. 0.00% No change 430 $28K
Ancora Advisors LLC 0.00% Reduce -20.0% 400 $26K
NewEdge Advisors, LLC 0.00% Add +0.3% 387 $25K
GAMMA Investing LLC 0.01% Reduce -0.8% 382 $25K
Private Trust Co. NA 0.00% No change 361 $23K
Nvwm, LLC 0.01% Reduce -3.0% 351 $23K
Blue Trust, Inc. 0.00% Reduce -30.3% 325 $21K
Rise Advisors, LLC 0.01% New 321 $21K
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 274 $18K
Cherry Tree Wealth Management, LLC 0.00% No change 265 $17K
CIBC Private Wealth Group LLC 0.00% New 255 $16K
Plato Investment Management Ltd 0.00% No change 244 $16K
Farther Finance Advisors, LLC 0.00% Reduce -2.1% 237 $15K
Huntington National Bank 0.00% No change 217 $14K
MassMutual Private Wealth & Trust, FSB 0.00% No change 215 $14K
CVA Family Office, LLC 0.00% No change 210 $14K
Transcendent Capital Group LLC 0.01% New 200 $13K
WealthCollab, LLC 0.01% New 193 $12K
Allworth Financial LP 0.00% Add +16.1% 187 $12K
LRI Investments, LLC 0.00% — 165 $11K
First Horizon Advisors, Inc. 0.00% Reduce -45.5% 150 $10K
Byrne Asset Management LLC 0.01% New 145 $9K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 121 $8K
Group One Trading LLC 0.00% New 112 $7K
Parkside Financial Bank & Trust 0.00% No change 100 $6K
Cetera Trust Company, N.A 0.00% No change 98 $6K
Bell Investment Advisors, Inc 0.00% Add +23.4% 95 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 93 $6K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -13.1% 73 $5K
Park Place Capital Corp 0.00% Reduce -31.6% 67 $4K
Quent Capital, LLC 0.00% No change 65 $4K
Global Retirement Partners, LLC 0.00% No change 65 $4K
UMB Bank, n.a. 0.00% Reduce -53.3% 63 $4K
Mather Group, Llc. 0.00% New 70 $4K
Frazier Financial Advisors, LLC 0.00% No change 54 $3K
Continuum Advisory, LLC 0.00% New 54 $3K
JFS Wealth Advisors, LLC 0.00% No change 49 $3K
Rosenberg Matthew Hamilton 0.00% No change 47 $3K
Denali Advisors LLC 0.00% New 41 $3K
EverSource Wealth Advisors, LLC 0.00% Add +70.4% 46 $3K
Richard W. Paul & Associates, LLC 0.00% No change 35 $2K
Harbor Investment Advisory, LLC 0.00% New 33 $2K
Valley National Advisers Inc. 0.00% Add +14.3% 40 $2K
Versant Capital Management, Inc 0.00% No change 30 $2K
Private Wealth Management Group, LLC 0.00% No change 25 $2K
Prestige Wealth Management Group LLC 0.00% No change 25 $2K
Toth Financial Advisory Corp. 0.00% No change 25 $2K
ClariVest Asset Management LLC 0.00% No change 21 $1K
SJS Investment Consulting Inc. 0.00% No change 20 $1K
Gradient Investments LLC 0.00% Add +900.0% 20 $1K
Sachetta, LLC 0.00% No change 20 $1K
AlphaQuest LLC 0.00% Reduce -99.8% 16 $1K
Quarry LP 0.00% Reduce -97.2% 15 $966
Arax Advisory Partners 0.00% Reduce -33.3% 12 $773
DiNuzzo Private Wealth, Inc. 0.00% No change 11 $709
Kelly Financial Services LLC 0.00% Reduce -20.0% 8 $515
Rothschild Investment LLC 0.00% New 5 $322
AdvisorNet Financial, Inc 0.00% Reduce -87.9% 4 $258
TFO Wealth Partners, LLC 0.00% No change 3 $193

"% of holder's portfolio" is TEX's weight in each manager's 13F, not the share of Terex Corp. the manager owns.