TerexTEX

13F holders, Q4 2024 (December 31)
350holders −32
32new positions
74sold out
9famous investors
$46.21avg. 13F price*

At the end of Q4 2024, 350 institutions reported holding Terex Corp. (TEX) in their 13F filings, down 32 from Q3 2024. 32 opened new positions and 74 sold out. The largest holders were FMR LLC ($405.9M), BlackRock, Inc. ($403.8M) and Vanguard Group Inc. ($309.9M). 9 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions32$74.6M
Exits74$86.2M

All 13F filers, Q3 2024 → Q4 2024: 6,205,261 shares bought and 5,215,286 shares sold, net +989,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 350 holders

FMR LLC 0.02% Add +16.9% 8,782,287 $405.9M
BlackRock, Inc. 0.01% Add +0.5% 8,735,850 $403.8M
Vanguard Group Inc. 0.01% Reduce -2.4% 6,705,100 $309.9M
Dimensional Fund Advisors LP 0.03% Reduce -1.9% 2,963,240 $137.0M
State Street Corp. 0.00% Add +4.3% 2,553,333 $118.0M
Fuller & Thaler Asset Management, Inc. 0.38% Add +94.8% 2,150,673 $99.4M
First Trust Advisors LP 0.08% Add +43.2% 1,930,923 $89.2M
Fisher Asset Management 0.03% Add +2.3% 1,890,625 $87.4M
American Century Companies Inc. 0.05% Add +8.4% 1,741,206 $80.5M
Geode Capital Management, LLC 0.01% Reduce -0.7% 1,585,517 $73.3M
Greenhaven Associates Inc. 1.03% Add +0.2% 1,503,133 $69.5M
Wealth Enhancement Advisory Services, LLC 0.11% New 1,280,376 $59.2M
Invesco Ltd. 0.01% Reduce -26.1% 1,212,681 $56.1M
Macquarie Group Ltd. 0.07% Reduce -3.6% 1,184,075 $54.7M
AQR Capital Management 0.06% Reduce -25.2% 1,092,468 $49.8M
Charles Schwab Investment Management Inc. 0.01% Add +4.4% 982,636 $45.4M
Goldman Sachs Group Inc. 0.01% Add +4.2% 962,112 $44.5M
Northern Trust Corp. 0.01% Add +10.5% 893,614 $41.3M
Norges Bank 0.00% Add +5.7% 757,259 $35.0M
Morgan Stanley 0.00% Reduce -10.6% 745,162 $34.4M
Victory Capital Management Inc. 0.03% Reduce -2.4% 744,285 $34.4M
Bank of New York Mellon Corp 0.01% Add +7.9% 725,486 $33.5M
Voloridge Investment Management, LLC 0.12% Reduce -7.5% 710,990 $32.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +5.7% 499,628 $23.1M
Minneapolis Portfolio Management Group, LLC 2.77% Add +0.2% 454,016 $21.0M
JPMorgan Chase & Co. 0.00% Reduce -15.0% 427,985 $19.8M
Clearbridge Investments, LLC 0.01% Add +20.9% 369,055 $17.1M
Balyasny Asset Management L.P. 0.04% Add +66.9% 352,780 $16.3M
Verition Fund Management LLC 0.07% Add +21.2% 292,341 $13.5M
Front Street Capital Management, Inc. 2.28% Reduce -0.2% 284,418 $13.1M
UBS Group AG 0.00% Add +95.0% 280,382 $13.0M
Russell Investments Group, Ltd. 0.02% Reduce -4.1% 256,787 $11.9M
Marshall Wace, LLP 0.01% Reduce -4.9% 249,470 $11.5M
Bank of America Corp. 0.00% Reduce -7.5% 237,389 $11.0M
Prudential Financial Inc. 0.01% Reduce -45.6% 234,285 $10.8M
Rhumbline Advisers 0.01% Add +3.3% 233,963 $10.8M
Curated Wealth Partners LLC 1.20% Add +28.3% 226,922 $10.5M
Principal Financial Group Inc. 0.01% Add +2.8% 224,351 $10.4M
Brandywine Global Investment Management, LLC 0.07% Reduce -3.5% 210,784 $9.7M
Federated Hermes, Inc. 0.02% Add +0.3% 201,109 $9.3M
Nuveen Asset Management, LLC 0.00% Add +0.1% 199,688 $9.2M
Empowered Funds, LLC 0.13% Add +13.3% 199,594 $9.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +19.8% 193,613 $8.9M
Hancock Whitney Corp. 0.28% Reduce -18.9% 189,322 $8.8M
Zimmer Partners, LP 0.14% Reduce -2.7% 180,000 $8.3M
Royal Bank of Canada 0.00% Reduce -13.5% 163,415 $7.6M
Barclays PLC 0.00% Add +24.6% 160,988 $7.4M
Atlantic Investment Management, Inc. 3.46% Reduce -75.2% 155,000 $7.2M
Royce & Associates LP 0.06% Reduce -36.8% 133,775 $6.2M
Swiss National Bank 0.00% Reduce -0.2% 131,500 $6.1M
Alliancebernstein L.P. 0.00% Reduce -6.2% 130,771 $6.0M
Paradoxiom Capital L.P. 2.42% — 126,834 $5.9M
Jupiter Asset Management Ltd. 0.05% Reduce -0.3% 120,437 $5.6M
Regents Gate Capital LLP 2.21% — 120,313 $5.6M
Legal & General Group Plc 0.00% Add +2.4% 115,024 $5.3M
Segall Bryant & Hamill, LLC 0.07% Add +16.3% 113,148 $5.2M
California Public Employees Retirement System 0.00% Reduce -7.0% 112,645 $5.2M
Corebridge Financial, Inc. 0.03% Reduce -5.3% 108,251 $5.0M
Nordea Investment Management AB 0.01% Add +3.5% 107,029 $4.9M
DekaBank Deutsche Girozentrale 0.01% No change 105,363 $4.7M
Foundry Partners, LLC 0.23% Add +34.8% 98,909 $4.6M
Wells Fargo & Company 0.00% Reduce -55.2% 95,089 $4.4M
HighTower Advisors, LLC 0.01% Reduce -10.5% 86,353 $4.0M
New York State Teachers Retirement System 0.01% Add +0.4% 83,035 $3.8M
Squarepoint Ops LLC 0.01% Reduce -36.9% 81,301 $3.8M
Retirement Systems of Alabama 0.01% Reduce -0.1% 81,224 $3.8M
Ameriprise Financial Inc. 0.00% Reduce -40.2% 81,185 $3.8M
Citigroup Inc. 0.00% Add +11.2% 78,333 $3.6M
Edgestream Partners, L.P. 0.15% Add +3.8% 77,830 $3.6M
MetLife Investment Management, LLC 0.02% Add +6.6% 76,599 $3.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.1% 75,557 $3.5M
Franklin Resources Inc. 0.00% Reduce -7.7% 75,190 $3.5M
Holocene Advisors, LP 0.01% Add +25.9% 75,171 $3.5M
Cwm, LLC 0.01% Add +2646.1% 75,106 $3.5M
Advisors Asset Management, Inc. 0.06% Add +24.6% 71,078 $3.3M
Susquehanna International Group, LLP 0.00% Add +151.7% 70,490 $3.3M
Great Lakes Advisors, LLC 0.03% Reduce -13.4% 69,041 $3.2M
NorthCoast Asset Management LLC 0.01% Reduce -2.4% 66,178 $3.1M
Capital Fund Management S.A. 0.03% Add +28.7% 63,788 $2.9M
California State Teachers Retirement System 0.00% Reduce -1.7% 62,545 $2.9M
Greenwich Wealth Management LLC 0.20% Add +0.1% 62,438 $2.9M
Tudor Investment Corporation 0.03% New 62,062 $2.9M
Deutsche Bank AG 0.00% Add +45.8% 61,559 $2.8M
Tema ETFs LLC 1.18% — 61,544 $2.8M
NEOS Investment Management LLC 0.07% Add +22.9% 61,544 $2.8M
Baird Financial Group, Inc. 0.01% Reduce -2.4% 59,529 $2.8M
Nisa Investment Advisors, LLC 0.01% Reduce -0.0% 56,657 $2.6M
Jane Street Group, LLC 0.00% Reduce -44.1% 56,527 $2.6M
T. Rowe Price Associates Inc. 0.00% Add +9.6% 54,321 $2.5M
Vest Financial, LLC 0.04% Add +88.9% 53,962 $2.5M
Sei Investments Co. 0.00% Reduce -8.6% 52,534 $2.4M
Raymond James Financial Inc. 0.00% — 49,557 $2.3M
Icon Advisers Inc. 0.52% No change 49,000 $2.3M
Allspring Global Investments Holdings, LLC 0.00% Add +1.3% 48,991 $2.2M
Profit Investment Management, LLC 1.80% Add +7.5% 48,514 $2.2M
Drum Hill Capital, LLC 2.78% — 47,810 $2.2M
State of Alaska, Department of Revenue 0.02% Reduce -0.4% 47,617 $2.2M
Aquatic Capital Management LLC 0.06% Add +34.4% 47,168 $2.2M
Moran Wealth Management, LLC 0.07% Add +3.7% 46,999 $2.2M
Crestline Management, L.P. 0.07% Add +561.2% 45,423 $2.1M
CANADA LIFE ASSURANCE Co 0.00% No change 45,374 $2.1M
Ballast Asset Management, LP 1.03% New 44,775 $2.1M
AXA S.A. 0.01% Reduce -42.8% 43,966 $2.0M
State of New Jersey Common Pension Fund D 0.01% Add +16.0% 40,840 $1.9M
Waterfront Wealth Inc. 0.46% Add +40.3% 40,510 $1.9M
Leuthold Group, LLC 0.22% Reduce -3.6% 40,389 $1.9M
Kettle Hill Capital Management, LLC 0.40% New 40,058 $1.9M
Voya Investment Management LLC 0.00% Reduce -6.5% 39,851 $1.8M
Cresset Asset Management, LLC 0.01% Add +3.4% 38,067 $1.8M
E. Ohman J:or Asset Management AB 0.04% Add +7.7% 37,101 $1.7M
Envestnet Asset Management Inc. 0.00% Add +0.7% 36,671 $1.7M
Comerica Bank 0.01% Add +19.4% 36,350 $1.7M
Mutual of America Capital Management LLC 0.02% Reduce -2.4% 35,286 $1.6M
Mork Capital Management, LLC 1.06% No change 35,000 $1.6M
LSV Asset Management 0.00% Add +35.4% 34,400 $1.6M
Harbor Capital Advisors, Inc. 0.07% Add +1.6% 33,839 $1.6M
Stratos Wealth Advisors, LLC 0.07% Add +2.2% 33,691 $1.6M
Livforsakringsbolaget Skandia, Omsesidigt 0.08% No change 33,300 $1.5M
BNP Paribas Financial Markets 0.00% Add +44.6% 32,971 $1.5M
Burney Co./ 0.05% Reduce -5.2% 32,748 $1.5M
Ameritas Investment Partners, Inc. 0.05% Add +56.9% 32,131 $1.5M
LPL Financial LLC 0.00% Reduce -61.8% 31,552 $1.5M
Intech Investment Management LLC 0.01% Add +10.1% 30,872 $1.4M
Semanteon Capital Management, LP 0.77% Add +42.0% 30,857 $1.4M
Amica Mutual Insurance Co. 0.14% No change 30,404 $1.4M
Amalgamated Bank 0.01% No change 29,999 $1.4M
Composition Wealth, LLC 0.03% Reduce -0.8% 29,750 $1.4M
Janus Henderson Group PLC 0.00% No change 29,600 $1.4M
Sapience Investments, LLC 0.79% Reduce -14.1% 29,372 $1.4M
Pinebridge Investments, L.P. 0.01% Add +42.7% 28,599 $1.3M
State of Tennessee, Department of Treasury 0.00% Reduce -2.7% 27,309 $1.3M
CSS LLC 0.23% Add +80.4% 27,077 $1.3M
Cozad Asset Management Inc. 0.12% Reduce -11.2% 26,977 $1.2M
Teacher Retirement System of Texas 0.00% Add +70.9% 26,544 $1.2M
Donald L. Hagan, LLC 0.61% New 25,473 $1.2M
Tredje AP-fonden 0.01% No change 25,273 $1.2M
Ensign Peak Advisors, Inc 0.00% No change 24,743 $1.1M
OMERS ADMINISTRATION Corp 0.01% Reduce -25.5% 24,500 $1.1M
Easterly Investment Partners LLC 0.09% Reduce -27.1% 23,686 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -5.0% 23,564 $1.1M
Cascade Investment Advisors, Inc. 0.69% New 23,150 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.0% 22,675 $1.0M
New York State Common Retirement Fund 0.00% Add +2.2% 22,130 $1.0M
ProShare Advisors LLC 0.00% Add +41.2% 21,891 $1.0M
D. E. Shaw & Co. 0.00% Reduce -66.7% 21,593 $998K
Millennium Management 0.00% Add +22.0% 21,584 $998K
Empirical Finance, LLC 0.06% Add +13.2% 20,831 $963K
Clear Harbor Asset Management, LLC 0.07% New 20,116 $930K
GAMCO Investors 0.01% No change 19,900 $920K
Arizona State Retirement System 0.01% Add +0.2% 19,416 $897K
Lazard Asset Management LLC 0.00% Reduce -76.8% 19,283 $890K
State Board of Administration of Florida Retirement System 0.00% No change 19,124 $884K
Man Group plc 0.00% Reduce -29.9% 19,004 $878K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +21.9% 18,779 $868K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -24.6% 18,615 $860K
Louisiana State Employees Retirement System 0.02% No change 18,500 $855K
GMO 0.00% Add +87.4% 18,426 $852K
Confluence Wealth Services, Inc. 0.05% No change 17,046 $834K
Pathstone Holdings, LLC 0.00% Reduce -12.2% 17,976 $831K
Secured Retirement Advisors, LLC 0.46% New 17,465 $807K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.09% New 16,969 $784K
Aviso Financial Inc. 0.04% Reduce -2.1% 16,890 $781K
Handelsbanken Fonder AB 0.00% Add +25.5% 16,753 $774K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -60.6% 16,648 $769K
Engineers Gate Manager LP 0.01% Add +327.2% 16,179 $748K
Neuberger Berman Group LLC 0.00% Reduce -5.6% 15,976 $738K
State of Michigan Retirement System 0.00% Reduce -0.6% 15,818 $731K
Thrivent Financial for Lutherans 0.00% Add +0.0% 15,718 $726K
Farmers & Merchants Investments Inc. 0.02% No change 15,303 $707K
Two Sigma Advisers, LP 0.00% Reduce -68.8% 15,300 $707K
Schonfeld Strategic Advisors LLC 0.00% Reduce -87.5% 15,059 $696K
Magnetar Financial LLC 0.02% New 14,935 $690K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.0% 14,846 $686K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.0% 14,753 $682K
Vestcor Inc 0.02% Add +55.9% 14,650 $677K
Police & Firemen's Retirement System of New Jersey 0.01% — 14,187 $656K
Ashton Thomas Private Wealth, LLC 0.03% New 13,910 $643K
New Mexico Educational Retirement Board 0.02% No change 13,800 $638K
Creative Planning 0.00% Reduce -31.4% 13,718 $634K
Oregon Public Employees Retirement Fund 0.01% No change 13,604 $629K
KLP Kapitalforvaltning As 0.00% — 13,200 $610K
State of Wisconsin Investment Board 0.00% Reduce -16.2% 13,002 $601K
Diligent Investors, LLC 0.13% No change 12,660 $585K
Cetera Investment Advisers 0.00% Add +51.7% 12,544 $580K
Vident Advisory, LLC 0.01% Reduce -6.8% 12,393 $573K
First National Trust Co 0.02% No change 12,000 $555K
Weiss Asset Management LP 0.02% Add +13.2% 11,936 $552K
Gotham Asset Management 0.01% Reduce -16.6% 11,905 $550K
Allianz Asset Management GmbH 0.00% Reduce -63.3% 11,828 $547K
Bank of Montreal 0.00% Add +5.4% 11,771 $544K
Cerity Partners LLC 0.00% Reduce -55.8% 10,930 $541K
Advisory Services Network, LLC 0.01% New 11,397 $527K
Ethic Inc. 0.01% Add +5.9% 10,963 $507K
Osaic Holdings, Inc. 0.00% Reduce -55.0% 10,813 $500K
Renaissance Technologies 0.00% Reduce -94.3% 10,800 $499K
Stifel Financial Corp. 0.00% Reduce -4.1% 10,671 $493K
Sanctuary Advisors, LLC 0.00% Reduce -7.3% 9,841 $482K
NorthCrest Asset Manangement, LLC 0.01% Reduce -0.1% 10,100 $467K
Liberty Capital Management, Inc. 0.10% No change 9,962 $460K
Pacer Advisors, Inc. 0.00% Add +1.8% 9,961 $460K
Perigon Wealth Management, LLC 0.01% Reduce -5.5% 9,670 $459K
Mackenzie Financial Corp. 0.00% Add +124.9% 9,897 $457K
Kendall Capital Management 0.13% Add +5.2% 9,720 $449K
KBC Group NV 0.00% Add +15.5% 9,590 $443K
Wolverine Trading, LLC 0.01% Add +105.2% 9,765 $441K
Xponance LLC 0.00% Add +5.3% 9,544 $441K
Pictet Asset Management Holding SA 0.00% No change 9,263 $428K
V-Square Quantitative Management LLC 0.06% Add +24.7% 9,222 $424K
Nomura Holdings Inc. 0.00% New 8,847 $409K
Public Employees Retirement Association of Colorado 0.00% No change 8,572 $396K
Dynamic Technology Lab Private Ltd 0.06% Add +54.5% 8,554 $395K
Quantinno Capital Management LP 0.00% Reduce -1.7% 8,519 $394K
Orion Porfolio Solutions, LLC 0.00% Add +107.1% 8,509 $393K
Orion Portfolio Solutions, LLC 0.00% Add +107.1% 8,509 $393K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -16.1% 8,408 $389K
HM Payson & Co. 0.01% Reduce -96.8% 7,867 $364K
J2 Capital Management Inc 0.33% — 7,628 $353K
Campbell & CO Investment Adviser LLC 0.03% Reduce -88.5% 7,557 $349K
Barnett & Company, Inc. 0.22% Add +4.3% 7,300 $337K
Shell Asset Management Co. 0.01% Reduce -0.2% 7,154 $331K
Gabelli Funds LLC 0.00% No change 7,000 $324K
Kestra Advisory Services, LLC 0.00% Reduce -8.7% 6,760 $312K
Alps Advisors Inc. 0.00% No change 6,742 $312K
National Bank of Canada 0.00% Add +1.4% 6,737 $311K
O'shaughnessy Asset Management, LLC 0.00% Reduce -13.9% 6,569 $304K
&partners 0.00% Add +31.0% 6,361 $293K
Entropy Technologies, LP 0.03% Reduce -64.3% 6,257 $289K
Cibc World Markets Corp. 0.00% New 6,236 $288K
Dakota Wealth Management 0.01% No change 6,150 $284K
Lingohr Asset Management GmbH 0.58% Reduce -46.5% 6,164 $279K
Axq Capital, LP 0.12% New 5,993 $277K
M&T Bank Corp 0.00% Add +13.0% 5,923 $274K
Tidal Investments LLC 0.00% Reduce -16.1% 5,845 $270K
Cambridge Investment Research Advisors, Inc. 0.00% Add +9.0% 5,779 $267K
Oxford Asset Management LLP 0.12% New 5,704 $264K
US Bancorp \de 0.00% Reduce -6.4% 5,462 $252K
SkyOak Wealth, LLC 0.05% Add +13.0% 5,456 $252K
Vise Technologies, Inc. 0.02% Add +11.1% 5,373 $248K
Qsemble Capital Management, LP 0.03% Reduce -7.5% 5,136 $237K
Securian Asset Management, Inc. 0.01% Reduce -2.9% 5,049 $233K
CW Advisors, LLC 0.00% New 5,022 $232K
Stratos Wealth Partners, LTD. 0.00% Reduce -64.7% 5,005 $231K
Mariner, LLC 0.00% Reduce -18.3% 4,995 $231K
QRG Capital Management, Inc. 0.00% Reduce -17.7% 4,971 $230K
Pinnacle Associates Ltd. 0.00% No change 4,920 $227K
Shelton Capital Management 0.01% No change 4,760 $220K
Florida Financial Advisors, LLC 0.10% New 4,732 $219K
Exencial Wealth Advisors, LLC 0.01% Add +0.6% 4,515 $209K
Tower Research Capital LLC (TRC) 0.00% Add +192.4% 3,652 $169K
Amica Retiree Medical Trust 0.16% No change 3,589 $166K
State of Wyoming 0.02% New 3,042 $141K
Kestra Investment Management, LLC 0.01% Reduce -51.8% 3,027 $140K
Westend Capital Management, LLC 0.04% Reduce -5.1% 2,904 $134K
PEAK6 LLC 0.00% — 2,493 $115K
Covestor Ltd 0.07% Add +6.8% 2,388 $111K
Canada Pension Plan Investment Board 0.00% Add +21.1% 2,300 $106K
Whittier Trust Co. 0.00% No change 2,269 $105K
Sterling Capital Management LLC 0.00% Add +817.0% 2,100 $97K
MAI Capital Management 0.00% New 2,081 $96K
1620 Investment Advisors, Inc. 0.07% Reduce -3.2% 1,960 $91K
PNC Financial Services Group, Inc. 0.00% Reduce -11.0% 1,912 $88K
Principal Securities, Inc. 0.00% No change 1,767 $82K
Quadrant Capital Group LLC 0.00% Reduce -34.7% 1,515 $70K
Public Employees Retirement System of Ohio 0.00% Add +3.2% 1,495 $69K
STRS Ohio 0.00% Reduce -55.2% 1,300 $60K
Signaturefd, LLC 0.00% Reduce -20.3% 1,151 $53K
Assetmark, Inc. 0.00% Add +1.4% 1,141 $53K
Steward Partners Investment Advisory, LLC 0.00% Reduce -11.1% 1,125 $52K
Balefire, LLC 0.02% New 1,144 $51K
Towne Trust Company, N.A 0.02% No change 1,054 $49K
Parallel Advisors, LLC 0.00% Reduce -43.6% 1,039 $48K
GW&K Investment Management, LLC 0.00% Reduce -19.9% 986 $45K
Capital Advisors, Ltd. LLC 0.00% No change 851 $39K
GAMMA Investing LLC 0.00% Add +7.5% 792 $37K
Truvestments Capital LLC 0.01% No change 778 $36K
Wilmington Savings Fund Society, FSB 0.00% No change 757 $35K
Leonteq Securities AG 0.00% Reduce -40.0% 750 $35K
Caitong International Asset Management Co., Ltd 0.03% — 748 $35K
Blue Trust, Inc. 0.00% Reduce -26.4% 713 $33K
Lindbrook Capital, LLC 0.00% Reduce -36.3% 705 $33K
Smartleaf Asset Management LLC 0.00% Add +46.1% 704 $32K
Jones Financial Companies LLLP 0.00% New 665 $31K
Neo Ivy Capital Management 0.01% New 630 $29K
Bessemer Group Inc. 0.00% Add +8.3% 558 $26K
Hexagon Capital Partners LLC 0.00% Add +13.4% 540 $25K
Rialto Wealth Management, LLC 0.01% — 511 $24K
Fifth Third Bancorp 0.00% Reduce -44.3% 481 $22K
Quarry LP 0.00% Reduce -98.0% 459 $21K
Nvwm, LLC 0.01% Add +6.4% 435 $20K
Nomura Asset Management Co. Ltd. 0.00% No change 430 $20K
LRI Investments, LLC 0.00% Add +3.4% 429 $20K
Avior Wealth Management, LLC 0.00% No change 401 $19K
Ancora Advisors LLC 0.00% No change 400 $18K
UMB Bank, n.a. 0.00% Add +115.0% 400 $18K
NewEdge Advisors, LLC 0.00% No change 388 $18K
Private Trust Co. NA 0.00% Add +6.6% 339 $16K
Rise Advisors, LLC 0.01% Add +0.3% 324 $15K
Cherry Tree Wealth Management, LLC 0.00% No change 265 $12K
Farther Finance Advisors, LLC 0.00% Reduce -78.7% 251 $12K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -7.5% 221 $10K
Godsey & Gibb, Inc. 0.00% No change 209 $10K
Danske Bank A/S 0.00% Reduce -99.2% 200 $9K
WealthCollab, LLC 0.01% No change 197 $9K
Huntington National Bank 0.00% Reduce -10.6% 178 $8K
Federation des caisses Desjardins du Quebec 0.00% No change 175 $8K
IFP Advisors, Inc 0.00% Reduce -12.9% 169 $8K
SBI Securities Co., Ltd. 0.00% — 161 $7K
WPG Advisers, LLC 0.01% — 146 $7K
CIBC Private Wealth Group LLC 0.00% No change 148 $7K
Allworth Financial LP 0.00% Reduce -12.3% 136 $7K
Sierra Ocean, LLC 0.00% — 129 $6K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 121 $6K
EverSource Wealth Advisors, LLC 0.00% Add +48.0% 111 $5K
Cetera Trust Company, N.A 0.00% No change 98 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 94 $4K
Bell Investment Advisors, Inc 0.00% Add +27.9% 87 $4K
Versant Capital Management, Inc 0.00% Add +145.4% 81 $4K
Bokf, NA 0.00% Reduce -5.9% 80 $4K
C M Bidwell & Associates Ltd. 0.00% New 70 $3K
Rothschild Investment LLC 0.00% No change 70 $3K
Global Retirement Partners, LLC 0.00% Reduce -32.7% 68 $3K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Reduce -4.8% 60 $3K
Colonial Trust Co / SC 0.00% No change 47 $3K
JFS Wealth Advisors, LLC 0.00% No change 51 $2K
High Note Wealth, LLC 0.00% New 51 $2K
Rosenberg Matthew Hamilton 0.00% No change 47 $2K
Hemington Wealth Management 0.00% Reduce -3.0% 64 $2K
Richard W. Paul & Associates, LLC 0.00% No change 35 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 32 $1K
Arax Advisory Partners 0.00% Reduce -88.2% 31 $1K
Cape Investment Advisory, Inc. 0.00% New 30 $1K
Geneos Wealth Management Inc. 0.00% No change 30 $1K
Quent Capital, LLC 0.00% Reduce -55.4% 29 $1K
Private Wealth Management Group, LLC 0.00% Reduce -56.9% 25 $1K
Prestige Wealth Management Group LLC 0.00% No change 25 $1K
Toth Financial Advisory Corp. 0.00% No change 25 $1K
Sachetta, LLC 0.00% No change 20 $925
Cullen/Frost Bankers, Inc. 0.00% New 19 $878
DiNuzzo Private Wealth, Inc. 0.00% Reduce -13.3% 13 $601
SJS Investment Consulting Inc. 0.00% Reduce -40.0% 12 $555
Cassady Schiller Wealth Management, LLC 0.00% New 11 $508
Cornerstone Planning Group LLC 0.00% New 10 $486
WealthTrak Capital Management LLC 0.00% — 5 $232
Brooklyn Investment Group 0.00% New 5 $232
CoreCap Advisors, LLC 0.00% No change 5 $231
Parkside Financial Bank & Trust 0.00% Reduce -55.6% 4 $185
Global Financial Private Client, LLC 0.00% New 3 $139
Parkworth Wealth Management, Inc. 0.00% — 2 $92
AlphaQuest LLC 0.00% New 1 $46
Transce3nd, LLC 0.00% — 1 $46

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