TerexTEX

13F holders, Q3 2024 (September 30)
382holders +11
62new positions
53sold out
11famous investors
$52.88avg. 13F price*

At the end of Q3 2024, 382 institutions reported holding Terex Corp. (TEX) in their 13F filings, up 11 from Q2 2024. 62 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($460.2M), FMR LLC ($397.3M) and Vanguard Group Inc. ($363.6M). 11 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ken Fisher (0.0% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions62$71.8M
Exits53$35.1M

All 13F filers, Q2 2024 → Q3 2024: 3,826,081 shares bought and 5,842,402 shares sold, net −2,016,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 382 holders

BlackRock, Inc. 0.01% — 8,697,059 $460.2M
FMR LLC 0.02% Reduce -8.7% 7,509,367 $397.3M
Vanguard Group Inc. 0.01% Reduce -6.2% 6,871,616 $363.6M
Dimensional Fund Advisors LP 0.04% Add +7.4% 3,020,885 $159.8M
State Street Corp. 0.01% Reduce -0.9% 2,447,233 $129.5M
Fisher Asset Management 0.04% Add +0.2% 1,848,940 $97.8M
Invesco Ltd. 0.02% Reduce -31.9% 1,640,042 $86.8M
American Century Companies Inc. 0.05% Add +21.4% 1,605,920 $85.0M
Geode Capital Management, LLC 0.01% Add +0.5% 1,596,070 $84.5M
Greenhaven Associates Inc. 0.93% Add +0.0% 1,499,843 $79.4M
AQR Capital Management 0.11% Reduce -20.5% 1,460,713 $76.6M
First Trust Advisors LP 0.07% Add +40.9% 1,348,104 $71.3M
Macquarie Group Ltd. 0.07% Add +0.3% 1,228,721 $65.0M
Fuller & Thaler Asset Management, Inc. 0.23% Reduce -1.7% 1,104,073 $58.4M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.7% 940,878 $49.8M
Goldman Sachs Group Inc. 0.01% Add +90.6% 923,538 $48.9M
Morgan Stanley 0.00% Add +15.7% 833,090 $44.1M
Northern Trust Corp. 0.01% Add +0.6% 808,520 $42.8M
Voloridge Investment Management, LLC 0.15% Add +33.3% 768,969 $40.7M
Victory Capital Management Inc. 0.04% Reduce -15.8% 762,478 $40.3M
Norges Bank 0.01% Reduce -6.5% 716,659 $37.9M
Bank of New York Mellon Corp 0.01% Reduce -14.9% 672,601 $35.6M
Atlantic Investment Management, Inc. 16.15% Add +17.8% 625,038 $33.1M
William Blair Investment Management, LLC 0.07% Reduce -2.9% 510,666 $27.0M
JPMorgan Chase & Co. 0.00% Reduce -1.0% 503,654 $26.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +2.6% 472,904 $25.0M
Minneapolis Portfolio Management Group, LLC 3.11% Reduce -2.9% 453,269 $24.0M
Prudential Financial Inc. 0.03% Reduce -19.0% 430,978 $22.8M
Clearbridge Investments, LLC 0.01% Reduce -11.6% 305,201 $16.1M
Front Street Capital Management, Inc. 2.44% Reduce -0.2% 284,926 $15.1M
Russell Investments Group, Ltd. 0.02% Reduce -6.8% 267,789 $14.2M
Marshall Wace, LLP 0.02% New 262,263 $13.9M
Bank of America Corp. 0.00% Reduce -32.4% 256,784 $13.6M
HM Payson & Co. 0.22% Reduce -40.9% 246,170 $13.0M
Verition Fund Management LLC 0.10% Add +3.9% 241,280 $12.8M
Hancock Whitney Corp. 0.40% Reduce -0.4% 233,520 $12.4M
Brandywine Global Investment Management, LLC 0.08% Reduce -2.7% 218,506 $12.1M
Rhumbline Advisers 0.01% Reduce -4.7% 226,459 $12.0M
Principal Financial Group Inc. 0.01% Reduce -20.2% 218,219 $11.5M
Wells Fargo & Company 0.00% Reduce -6.3% 212,217 $11.2M
Royce & Associates LP 0.10% Reduce -15.8% 211,502 $11.2M
Balyasny Asset Management L.P. 0.03% Reduce -55.5% 211,428 $11.2M
Federated Hermes, Inc. 0.02% Add +0.3% 200,431 $10.6M
Nuveen Asset Management, LLC 0.00% Reduce -0.9% 199,489 $10.6M
Royal Bank of Canada 0.00% Reduce -3.7% 188,914 $10.0M
Renaissance Technologies 0.01% New 187,800 $9.9M
Zimmer Partners, LP 0.18% Add +15.6% 185,000 $9.8M
Curated Wealth Partners LLC 1.20% No change 176,922 $9.4M
Empowered Funds, LLC 0.15% Add +0.4% 176,165 $9.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.5% 161,670 $8.6M
UBS Group AG 0.00% Reduce -4.7% 143,807 $7.6M
Alliancebernstein L.P. 0.00% Add +3.9% 139,360 $7.4M
Ameriprise Financial Inc. 0.00% Reduce -11.3% 135,739 $7.2M
Swiss National Bank 0.00% No change 131,800 $7.0M
Barclays PLC 0.00% Add +40.2% 129,250 $6.8M
Squarepoint Ops LLC 0.02% Add +143.8% 128,915 $6.8M
Walleye Capital LLC 0.08% New 123,866 $6.6M
Panagora Asset Management Inc. 0.03% Reduce -41.1% 122,422 $6.5M
California Public Employees Retirement System 0.00% Add +0.8% 121,151 $6.4M
Jupiter Asset Management Ltd. 0.06% Add +18.8% 120,748 $6.4M
Schonfeld Strategic Advisors LLC 0.05% New 120,269 $6.4M
Corebridge Financial, Inc. 0.03% Reduce -5.2% 114,246 $6.0M
Legal & General Group Plc 0.00% Add +1.4% 112,295 $5.9M
Two Sigma Investments, LP 0.01% New 112,121 $5.9M
DekaBank Deutsche Girozentrale 0.01% No change 105,363 $5.5M
Nordea Investment Management AB 0.01% Reduce -4.9% 103,421 $5.5M
Jane Street Group, LLC 0.01% Reduce -2.3% 101,150 $5.4M
Segall Bryant & Hamill, LLC 0.07% Reduce -0.6% 97,315 $5.1M
HighTower Advisors, LLC 0.01% Reduce -1.4% 96,488 $5.1M
Franklin Resources Inc. 0.00% Add +1.0% 81,450 $4.5M
Lazard Asset Management LLC 0.01% Reduce -52.3% 83,166 $4.4M
New York State Teachers Retirement System 0.01% Reduce -13.7% 82,715 $4.4M
LPL Financial LLC 0.00% Reduce -10.3% 82,495 $4.4M
Retirement Systems of Alabama 0.02% Reduce -2.2% 81,268 $4.3M
Point72 Asset Management 0.02% New 80,947 $4.3M
Great Lakes Advisors, LLC 0.04% Reduce -60.8% 79,758 $4.2M
Bridgewater Associates 0.02% Add +176.1% 79,009 $4.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.4% 77,206 $4.1M
AXA S.A. 0.01% Add +2.3% 76,907 $4.1M
Edgestream Partners, L.P. 0.17% Add +8.8% 74,981 $4.0M
Foundry Partners, LLC 0.19% New 73,353 $3.9M
MetLife Investment Management, LLC 0.02% Reduce -1.1% 71,860 $3.8M
Citigroup Inc. 0.00% Add +65.6% 70,443 $3.7M
NorthCoast Asset Management LLC 0.03% Add +65.9% 67,777 $3.6M
Campbell & CO Investment Adviser LLC 0.26% Add +352.9% 65,583 $3.5M
D. E. Shaw & Co. 0.00% Reduce -52.3% 64,852 $3.4M
California State Teachers Retirement System 0.00% Reduce -2.6% 63,613 $3.4M
Greenwich Wealth Management LLC 0.22% Add +0.3% 62,371 $3.3M
Baird Financial Group, Inc. 0.01% No change 61,001 $3.2M
Holocene Advisors, LP 0.01% Add +451.6% 59,731 $3.2M
Sei Investments Co. 0.00% Reduce -5.0% 57,484 $3.0M
Advisors Asset Management, Inc. 0.06% Add +8.8% 57,056 $3.0M
PEAK6 Investments LLC 0.15% Add +10.2% 56,806 $3.0M
Quantbot Technologies LP 0.12% Add +465.2% 56,773 $3.0M
Nisa Investment Advisors, LLC 0.02% Add +0.6% 56,680 $3.0M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -71.8% 50,963 $2.7M
NEOS Investment Management LLC 0.08% Add +57.9% 50,083 $2.6M
Capital Fund Management S.A. 0.03% New 49,579 $2.6M
T. Rowe Price Associates Inc. 0.00% Reduce -36.9% 49,553 $2.6M
Icon Advisers Inc. 0.57% Reduce -6.8% 49,000 $2.6M
Two Sigma Advisers, LP 0.01% Reduce -37.5% 49,000 $2.6M
Allspring Global Investments Holdings, LLC 0.00% Reduce -0.3% 48,369 $2.6M
State of Alaska, Department of Revenue 0.03% Add +1.1% 47,797 $2.5M
CANADA LIFE ASSURANCE Co 0.00% Add +4.6% 45,374 $2.4M
Moran Wealth Management, LLC 0.07% Add +2.7% 45,339 $2.4M
Profit Investment Management, LLC 1.88% Reduce -30.6% 45,126 $2.4M
Globeflex Capital L P 0.23% Reduce -30.7% 44,547 $2.4M
Voya Investment Management LLC 0.00% Reduce -40.6% 42,602 $2.3M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -41.0% 42,303 $2.2M
Deutsche Bank AG 0.00% Reduce -68.3% 42,209 $2.2M
Leuthold Group, LLC 0.25% Reduce -13.9% 41,878 $2.2M
Cresset Asset Management, LLC 0.01% Add +9.6% 36,829 $1.9M
Envestnet Asset Management Inc. 0.00% Reduce -63.7% 36,434 $1.9M
Mutual of America Capital Management LLC 0.02% Reduce -6.2% 36,157 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +10.1% 35,207 $1.9M
Aquatic Capital Management LLC 0.05% Add +41.5% 35,100 $1.9M
Mork Capital Management, LLC 1.33% No change 35,000 $1.9M
Raymond James & Associates 0.00% Add +24.6% 34,643 $1.8M
Burney Co./ 0.07% Reduce -4.2% 34,543 $1.8M
E. Ohman J:or Asset Management AB 0.05% Add +11.5% 34,448 $1.8M
Sapience Investments, LLC 0.90% Add +25.8% 34,202 $1.8M
Harbor Capital Advisors, Inc. 0.08% Add +10.8% 33,310 $1.8M
Livforsakringsbolaget Skandia, Omsesidigt 0.09% Add +24.7% 33,300 $1.8M
Stratos Wealth Advisors, LLC 0.08% Add +32.9% 32,958 $1.7M
OMERS ADMINISTRATION Corp 0.02% No change 32,900 $1.7M
Easterly Investment Partners LLC 0.14% Add +18.7% 32,490 $1.7M
Allianz Asset Management GmbH 0.00% Reduce -18.9% 32,223 $1.7M
Comerica Bank 0.01% Reduce -15.4% 30,450 $1.6M
Amica Mutual Insurance Co. 0.16% No change 30,404 $1.6M
Cozad Asset Management Inc. 0.15% Reduce -5.2% 30,370 $1.6M
Waterfront Wealth Inc. 0.39% Add +7.7% 28,866 $1.6M
Composition Wealth, LLC 0.04% No change 30,000 $1.6M
Amalgamated Bank 0.01% Reduce -8.2% 29,999 $1.6M
Janus Henderson Group PLC 0.00% No change 29,600 $1.6M
Vest Financial, LLC 0.03% Add +38.7% 28,573 $1.5M
State of Tennessee, Department of Treasury 0.01% Reduce -38.0% 28,079 $1.5M
Intech Investment Management LLC 0.02% Add +487.9% 28,037 $1.5M
Susquehanna International Group, LLP 0.00% Add +51.0% 28,005 $1.5M
Man Group plc 0.00% Reduce -42.8% 27,097 $1.4M
Citadel Advisors 0.00% Reduce -4.4% 26,671 $1.4M
Danske Bank A/S 0.00% Reduce -84.8% 25,403 $1.3M
LSV Asset Management 0.00% Reduce -18.6% 25,400 $1.3M
Tredje AP-fonden 0.01% No change 25,273 $1.3M
Qube Research & Technologies Ltd 0.00% New 24,992 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -12.6% 24,816 $1.3M
Ensign Peak Advisors, Inc 0.00% No change 24,743 $1.3M
Cerity Partners LLC 0.00% Add +331.8% 24,725 $1.3M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -28.0% 24,683 $1.3M
Y-Intercept (Hong Kong) Ltd 0.08% New 24,212 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -8.1% 24,042 $1.3M
Quarry LP 0.39% Add +13447.1% 23,301 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 23,145 $1.2M
BNP Paribas Financial Markets 0.00% Add +60.3% 22,808 $1.2M
Summit Global Investments 0.07% Add +302.4% 22,141 $1.2M
Semanteon Capital Management, LP 0.78% New 21,738 $1.2M
New York State Common Retirement Fund 0.00% Reduce -27.7% 21,663 $1.1M
Pathstone Holdings, LLC 0.00% Add +22.4% 20,484 $1.1M
Ameritas Investment Partners, Inc. 0.04% Reduce -2.6% 20,476 $1.1M
Pinebridge Investments, L.P. 0.01% New 20,040 $1.1M
Creative Planning 0.00% Add +15.4% 19,998 $1.1M
GAMCO Investors 0.01% Add +2.0% 19,900 $1.1M
Arizona State Retirement System 0.01% Add +3.3% 19,379 $1.0M
State Board of Administration of Florida Retirement System 0.00% No change 19,124 $1.0M
SG Americas Securities, LLC 0.00% Reduce -25.0% 18,771 $993K
Louisiana State Employees Retirement System 0.02% Reduce -2.6% 18,500 $979K
Empirical Finance, LLC 0.06% Add +0.4% 18,397 $973K
WINTON GROUP Ltd 0.07% Add +59.3% 18,371 $972K
Teza Capital Management LLC 0.10% New 17,961 $950K
Millennium Management 0.00% Reduce -93.3% 17,698 $936K
Entropy Technologies, LP 0.10% Add +69.6% 17,553 $929K
Aviso Financial Inc. 0.05% Add +7.1% 17,250 $913K
Occudo Quantitative Strategies LP 0.16% New 17,100 $905K
Confluence Wealth Services, Inc. 0.07% No change 17,046 $902K
Neuberger Berman Group LLC 0.00% Reduce -1.5% 16,931 $896K
State of Michigan Retirement System 0.00% Reduce -1.9% 15,918 $842K
Thrivent Financial for Lutherans 0.00% Reduce -73.5% 15,717 $832K
Teacher Retirement System of Texas 0.00% Reduce -50.7% 15,530 $822K
State of Wisconsin Investment Board 0.00% Add +48.5% 15,518 $821K
ProShare Advisors LLC 0.00% Add +28.3% 15,508 $821K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -6.6% 15,400 $815K
Farmers & Merchants Investments Inc. 0.03% No change 15,303 $810K
CSS LLC 0.14% Reduce -21.0% 15,007 $794K
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -1.2% 14,843 $785K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -1.1% 14,747 $780K
Jefferies Financial Group Inc. 0.01% New 14,684 $777K
Gotham Asset Management 0.01% Reduce -2.1% 14,275 $755K
Stratos Wealth Partners, LTD. 0.01% Reduce -14.6% 14,157 $749K
New Mexico Educational Retirement Board 0.02% No change 13,800 $730K
Oregon Public Employees Retirement Fund 0.01% Reduce -2.9% 13,604 $720K
Point72 Hong Kong Ltd 0.05% New 13,460 $712K
Handelsbanken Fonder AB 0.00% No change 13,353 $707K
Virtu Financial LLC 0.04% New 13,298 $704K
Vident Advisory, LLC 0.02% Add +13.5% 13,303 $704K
Quadrature Capital Ltd 0.02% New 12,955 $685K
Thoroughbred Financial Services, LLC 0.04% Reduce -28.3% 12,951 $685K
Diligent Investors, LLC 0.16% No change 12,660 $670K
Ethic Inc. 0.02% Reduce -21.0% 10,353 $667K
Cullen Capital Management, LLC 0.01% Add +87.0% 12,244 $648K
First National Trust Co 0.02% No change 12,000 $635K
Gsa Capital Partners LLP 0.05% New 11,616 $615K
Lingohr Asset Management GmbH 1.47% Add +2.0% 11,516 $607K
Cavalier Investments, LLC 0.18% Add +6.5% 11,299 $598K
Bank of Montreal 0.00% Reduce -5.2% 11,167 $589K
Stifel Financial Corp. 0.00% Reduce -53.1% 11,127 $589K
Sanctuary Advisors, LLC 0.00% Add +7.3% 10,610 $571K
Chartwell Investment Partners, LLC 0.02% New 10,558 $559K
Weiss Asset Management LP 0.02% New 10,544 $558K
Jump Financial, LLC 0.01% New 10,305 $545K
Perigon Wealth Management, LLC 0.01% Add +5.3% 10,236 $542K
NorthCrest Asset Manangement, LLC 0.02% No change 10,107 $535K
Vanguard Personalized Indexing Management, LLC 0.01% Add +7.8% 10,015 $530K
Liberty Capital Management, Inc. 0.12% No change 9,962 $527K
GMO 0.00% New 9,834 $520K
Pacer Advisors, Inc. 0.00% Reduce -3.4% 9,784 $518K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -31.6% 9,641 $510K
Algert Global LLC 0.01% Reduce -76.9% 9,463 $501K
Vestcor Inc 0.02% New 9,400 $497K
Verity Asset Management, Inc. 0.19% Add +42.1% 9,386 $497K
Pictet Asset Management Holding SA 0.00% No change 9,263 $490K
Kendall Capital Management 0.15% Add +11.3% 9,240 $489K
Xponance LLC 0.00% Add +0.2% 9,062 $479K
Quantinno Capital Management LP 0.01% Add +25.2% 8,664 $458K
Landscape Capital Management, L.L.C. 0.05% New 8,640 $457K
Public Employees Retirement Association of Colorado 0.00% No change 8,572 $454K
Janney Montgomery Scott LLC 0.00% Reduce -53.4% 8,460 $448K
KBC Group NV 0.00% No change 8,300 $439K
Cetera Investment Advisers 0.00% Reduce -49.8% 8,268 $437K
O'shaughnessy Asset Management, LLC 0.00% Reduce -13.8% 7,628 $423K
Trek Financial, LLC 0.03% Add +9.0% 7,709 $408K
HSBC Holdings PLC 0.00% Reduce -49.7% 7,381 $392K
Kestra Advisory Services, LLC 0.00% Reduce -23.4% 7,402 $392K
V-Square Quantitative Management LLC 0.06% No change 7,398 $391K
Shell Asset Management Co. 0.02% — 7,167 $379K
Barnett & Company, Inc. 0.24% No change 7,000 $370K
Gabelli Funds LLC 0.00% No change 7,000 $370K
Tidal Investments LLC 0.00% Reduce -24.9% 6,968 $369K
Crestline Management, L.P. 0.02% New 6,870 $363K
Alps Advisors Inc. 0.00% Add +14.0% 6,742 $357K
National Bank of Canada 0.00% Add +2.0% 6,643 $351K
Prelude Capital Management, LLC 0.03% Add +51.9% 6,495 $344K
Kestra Investment Management, LLC 0.01% New 6,277 $332K
Dakota Wealth Management 0.01% Reduce -4.7% 6,150 $325K
Centiva Capital, LP 0.01% Reduce -30.9% 6,128 $324K
Mariner, LLC 0.00% Reduce -2.1% 6,112 $323K
QRG Capital Management, Inc. 0.00% Add +7.5% 6,037 $319K
Point72 (DIFC) Ltd 0.02% New 5,970 $316K
Callan Capital, LLC 0.02% New 5,900 $312K
Commonwealth Equity Services, LLC 0.00% Add +5.5% 5,879 $311K
US Bancorp \de 0.00% Add +4.0% 5,837 $309K
Olympiad Research LP 0.20% New 5,695 $301K
Verdence Capital Advisors LLC 0.02% Add +4.4% 5,575 $295K
Qsemble Capital Management, LP 0.05% New 5,550 $294K
Dynamic Technology Lab Private Ltd 0.03% New 5,536 $293K
Point72 Asia (Singapore) Pte. Ltd. 0.05% New 5,408 $286K
Pinnacle Associates Ltd. 0.00% No change 4,920 $283K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.4% 5,304 $281K
M&T Bank Corp 0.00% Reduce -4.4% 5,241 $277K
Securian Asset Management, Inc. 0.01% Reduce -3.1% 5,202 $275K
D.A. Davidson & Co. 0.00% No change 5,195 $275K
&partners 0.01% New 4,856 $257K
Vise Technologies, Inc. 0.03% Reduce -31.1% 4,835 $256K
GTS Securities LLC 0.01% New 4,832 $256K
SkyOak Wealth, LLC 0.06% Reduce -4.0% 4,830 $256K
Petrus Trust Company, LTA 0.02% New 4,782 $253K
Shelton Capital Management 0.01% Reduce -4.7% 4,760 $252K
Wolverine Trading, LLC 0.01% New 4,759 $251K
Exencial Wealth Advisors, LLC 0.01% Reduce -1.1% 4,489 $238K
ExodusPoint Capital Management, LP 0.00% New 4,445 $235K
nVerses Capital, LLC 0.11% Add +15.8% 4,400 $233K
Mackenzie Financial Corp. 0.00% Reduce -10.8% 4,400 $233K
Cornercap Investment Counsel Inc. 0.07% Reduce -51.5% 4,274 $226K
Townsquare Capital LLC 0.00% New 4,257 $225K
Greenleaf Trust 0.00% Add +7.3% 4,203 $222K
Orion Porfolio Solutions, LLC 0.00% New 4,109 $217K
Orion Portfolio Solutions, LLC 0.00% New 4,109 $217K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.2% 4,100 $217K
Lyell Wealth Management, LP 0.02% No change 4,000 $212K
Paragon Capital Management Ltd 0.04% Reduce -15.3% 3,913 $207K
Invst, LLC 0.02% New 3,895 $206K
Los Angeles Capital Management LLC 0.00% Reduce -85.1% 3,852 $204K
Engineers Gate Manager LP 0.00% Reduce -26.4% 3,787 $200K
Aviso Wealth Management 0.11% No change 3,783 $200K
Amica Retiree Medical Trust 0.16% — 3,589 $190K
Westend Capital Management, LLC 0.06% No change 3,061 $162K
STRS Ohio 0.00% Reduce -25.6% 2,900 $153K
Uncommon Cents Investing LLC 0.04% New 2,835 $150K
Cwm, LLC 0.00% Reduce -12.3% 2,735 $145K
Simplex Trading, LLC 0.00% Add +564.2% 2,504 $132K
Quadrant Capital Group LLC 0.01% Add +7.9% 2,320 $123K
Whittier Trust Co. 0.00% No change 2,269 $120K
Covestor Ltd 0.07% Add +19.9% 2,237 $119K
PNC Financial Services Group, Inc. 0.00% Reduce -3.4% 2,149 $114K
1620 Investment Advisors, Inc. 0.08% Add +0.3% 2,025 $107K
Canada Pension Plan Investment Board 0.00% Add +5.6% 1,900 $101K
Parallel Advisors, LLC 0.00% Reduce -73.3% 1,842 $97K
Principal Securities, Inc. 0.00% Add +22.3% 1,767 $93K
Public Employees Retirement System of Ohio 0.00% Add +4.3% 1,449 $77K
Signaturefd, LLC 0.00% Add +9.6% 1,444 $76K
Aster Capital Management (DIFC) Ltd 0.01% — 1,280 $68K
Steward Partners Investment Advisory, LLC 0.00% Reduce -52.6% 1,265 $67K
Leonteq Securities AG 0.01% New 1,250 $66K
Tower Research Capital LLC (TRC) 0.00% Reduce -91.9% 1,249 $66K
GW&K Investment Management, LLC 0.00% Reduce -15.5% 1,231 $65K
Farther Finance Advisors, LLC 0.00% Add +74.6% 1,180 $62K
Assetmark, Inc. 0.00% Add +12.7% 1,125 $60K
Lindbrook Capital, LLC 0.01% Add +12.1% 1,106 $59K
Towne Trust Company, N.A 0.02% No change 1,054 $56K
Blue Trust, Inc. 0.00% Add +89.3% 969 $53K
Fifth Third Bancorp 0.00% Add +12.5% 864 $46K
Capital Advisors, Ltd. LLC 0.01% No change 851 $45K
Planned Solutions, Inc. 0.02% New 800 $42K
Truvestments Capital LLC 0.01% New 778 $41K
Wilmington Savings Fund Society, FSB 0.00% New 757 $40K
GAMMA Investing LLC 0.00% Add +83.3% 737 $39K
FinTrust Capital Advisors, LLC 0.01% No change 695 $37K
Integrated Investment Consultants, LLC 0.01% New 18,352 $29K
Bessemer Group Inc. 0.00% Add +13.2% 515 $27K
Group One Trading LLC 0.00% Add +338.4% 491 $26K
Smartleaf Asset Management LLC 0.00% Add +61.7% 482 $25K
Hexagon Capital Partners LLC 0.00% Reduce -2.7% 476 $25K
Foster Dykema Cabot & Partners, LLC 0.00% New 442 $23K
Headlands Technologies LLC 0.00% Add +117.3% 439 $23K
Nomura Asset Management Co. Ltd. 0.00% No change 430 $23K
LRI Investments, LLC 0.00% Add +34.7% 415 $22K
Nvwm, LLC 0.01% Add +7.6% 409 $22K
Avior Wealth Management, LLC 0.00% Reduce -18.5% 401 $21K
Ancora Advisors LLC 0.00% No change 400 $21K
NewEdge Advisors, LLC 0.00% Add +0.3% 388 $21K
Rise Advisors, LLC 0.01% Add +0.3% 323 $17K
Private Trust Co. NA 0.00% Reduce -8.6% 318 $17K
Cherry Tree Wealth Management, LLC 0.00% No change 265 $14K
Arax Advisory Partners 0.00% Add +7.4% 262 $14K
MassMutual Private Wealth & Trust, FSB 0.00% Add +11.2% 239 $13K
Sterling Capital Management LLC 0.00% — 229 $12K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -92.9% 209 $11K
Godsey & Gibb, Inc. 0.00% No change 209 $11K
Venturi Wealth Management, LLC 0.00% New 205 $11K
Huntington National Bank 0.00% Reduce -8.7% 199 $11K
WealthCollab, LLC 0.01% No change 197 $10K
IFP Advisors, Inc 0.00% Reduce -57.3% 194 $10K
UMB Bank, n.a. 0.00% Add +322.7% 186 $10K
Atlas Capital Advisors Inc. 0.00% Reduce -94.4% 181 $10K
Federation des caisses Desjardins du Quebec 0.00% New 175 $9K
Dunhill Financial, LLC 0.00% No change 161 $9K
Allworth Financial LP 0.00% Reduce -18.4% 155 $8K
CIBC Private Wealth Group LLC 0.00% Reduce -42.0% 148 $8K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 121 $6K
Global Retirement Partners, LLC 0.00% No change 101 $5K
Cetera Trust Company, N.A 0.00% No change 98 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% Add +1.1% 94 $5K
Earned Wealth Advisors, LLC 0.00% New 88 $5K
Bokf, NA 0.00% New 85 $4K
International Assets Investment Management, LLC 0.00% Reduce -96.1% 77 $4K
EverSource Wealth Advisors, LLC 0.00% Add +108.3% 75 $4K
Rothschild Investment LLC 0.00% Reduce -99.2% 70 $4K
Bell Investment Advisors, Inc 0.00% Reduce -11.7% 68 $4K
Quent Capital, LLC 0.00% No change 65 $3K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Reduce -73.5% 63 $3K
Private Wealth Management Group, LLC 0.00% Add +132.0% 58 $3K
Hemington Wealth Management 0.00% New 66 $3K
JFS Wealth Advisors, LLC 0.00% Add +4.1% 51 $3K
Colonial Trust Co / SC 0.00% New 47 $2K
Rosenberg Matthew Hamilton 0.00% No change 47 $2K
Arete Wealth Advisors, LLC 0.00% Add +0.8% 22,702 $2K
Continuum Advisory, LLC 0.00% Reduce -31.5% 37 $2K
Richard W. Paul & Associates, LLC 0.00% Add +6.1% 35 $2K
Versant Capital Management, Inc 0.00% Add +10.0% 33 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 32 $2K
Geneos Wealth Management Inc. 0.00% New 30 $2K
Prestige Wealth Management Group LLC 0.00% No change 25 $1K
Toth Financial Advisory Corp. 0.00% No change 25 $1K
AdvisorNet Financial, Inc 0.00% No change 24 $1K
ClariVest Asset Management LLC 0.00% No change 21 $1K
Sachetta, LLC 0.00% No change 20 $1K
SJS Investment Consulting Inc. 0.00% No change 20 $1K
Creekmur Asset Management LLC 0.00% New 16 $847
DiNuzzo Private Wealth, Inc. 0.00% Add +15.4% 15 $794
Parkside Financial Bank & Trust 0.00% New 9 $477
Claris Advisors, LLC / Mo / 0.00% New 5 $265
CoreCap Advisors, LLC 0.00% New 5 $265
True Wealth Design, LLC 0.00% New 1 $53
Avion Wealth 0.00% New 9 $0

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