TerexTEX
13F holders, Q3 2024 (September 30)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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $71.8M |
| Exits | 53 | $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.