TerexTEX

13F holders, Q1 2025 (March 31)
333holders −17
40new positions
58sold out
9famous investors
$37.78avg. 13F price*

At the end of Q1 2025, 333 institutions reported holding Terex Corp. (TEX) in their 13F filings, down 17 from Q4 2024. 40 opened new positions and 58 sold out. The largest holders were FMR LLC ($366.6M), BlackRock, Inc. ($326.4M) and Vanguard Group Inc. ($255.0M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions40$52.9M
Exits58$47.1M

All 13F filers, Q4 2024 → Q1 2025: 6,217,531 shares bought and 5,325,588 shares sold, net +891,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 333 holders

FMR LLC 0.02% Add +10.5% 9,703,803 $366.6M
BlackRock, Inc. 0.01% Reduce -1.1% 8,638,675 $326.4M
Vanguard Group Inc. 0.00% Add +0.7% 6,749,354 $255.0M
Dimensional Fund Advisors LP 0.03% Add +2.9% 3,050,434 $115.2M
State Street Corp. 0.00% Reduce -1.8% 2,506,342 $94.7M
Fuller & Thaler Asset Management, Inc. 0.34% Add +8.8% 2,338,868 $88.4M
Fisher Asset Management 0.03% Add +10.1% 2,082,348 $78.7M
American Century Companies Inc. 0.04% Add +1.4% 1,765,690 $66.7M
Geode Capital Management, LLC 0.00% Add +3.0% 1,633,700 $61.7M
Greenhaven Associates Inc. 0.90% No change 1,503,133 $56.8M
Macquarie Group Ltd. 0.06% Add +12.8% 1,336,152 $50.5M
Goldman Sachs Group Inc. 0.01% Add +13.5% 1,092,189 $41.3M
First Trust Advisors LP 0.04% Reduce -45.6% 1,050,228 $39.7M
Charles Schwab Investment Management Inc. 0.01% Add +4.0% 1,021,704 $38.6M
Morgan Stanley 0.00% Add +19.4% 889,813 $33.6M
Northern Trust Corp. 0.00% Reduce -2.8% 868,597 $32.8M
Victory Capital Management Inc. 0.03% Add +14.1% 848,839 $32.1M
Balyasny Asset Management L.P. 0.07% Add +117.3% 766,502 $29.0M
AQR Capital Management 0.03% Reduce -29.5% 770,440 $28.9M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -44.4% 712,499 $26.9M
Bank of New York Mellon Corp 0.01% Reduce -4.3% 694,556 $26.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +23.9% 618,958 $23.4M
Norges Bank 0.00% Reduce -24.4% 572,259 $21.6M
UBS Group AG 0.00% Add +86.2% 522,078 $19.7M
Voloridge Investment Management, LLC 0.07% Reduce -33.9% 469,906 $17.8M
Minneapolis Portfolio Management Group, LLC 2.39% Add +0.1% 454,673 $17.2M
JPMorgan Chase & Co. 0.00% Reduce -1.9% 419,658 $15.9M
Invesco Ltd. 0.00% Reduce -67.1% 399,192 $15.1M
Prudential Financial Inc. 0.02% Add +51.0% 353,868 $13.4M
Bank of America Corp. 0.00% Add +29.0% 306,171 $11.6M
Clearbridge Investments, LLC 0.01% Reduce -18.2% 301,926 $11.4M
Verition Fund Management LLC 0.06% Reduce -1.4% 288,268 $10.9M
Two Sigma Investments, LP 0.02% New 287,648 $10.9M
Front Street Capital Management, Inc. 1.88% Reduce -8.3% 260,837 $9.9M
Russell Investments Group, Ltd. 0.01% Add +0.5% 258,124 $9.8M
Millennium Management 0.01% Add +1086.3% 256,054 $9.7M
Zimmer Partners, LP 0.19% Add +38.9% 250,000 $9.4M
Bridgewater Associates 0.04% New 238,032 $9.0M
Principal Financial Group Inc. 0.00% Add +1.6% 227,876 $8.6M
Curated Wealth Partners LLC 1.11% No change 226,922 $8.6M
Rhumbline Advisers 0.01% Reduce -3.9% 224,967 $8.5M
Tema ETFs LLC 2.33% Add +235.5% 206,485 $7.8M
NEOS Investment Management LLC 0.15% Add +235.5% 206,485 $7.8M
Hancock Whitney Corp. 0.25% Add +7.8% 204,149 $7.7M
Squarepoint Ops LLC 0.02% Add +150.8% 203,891 $7.7M
Brandywine Global Investment Management, LLC 0.06% Reduce -3.8% 202,874 $7.7M
Tudor Investment Corporation 0.07% Add +215.6% 195,877 $7.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.8% 195,210 $7.4M
Nuveen, LLC 0.00% — 184,898 $7.0M
Jane Street Group, LLC 0.01% Add +213.6% 177,238 $6.7M
Two Sigma Advisers, LP 0.01% Add +949.0% 160,500 $6.1M
Susquehanna International Group, LLP 0.01% Add +127.5% 160,328 $6.1M
Atlantic Investment Management, Inc. 3.27% No change 155,000 $5.9M
Twinbeech Capital LP 0.11% New 154,184 $5.8M
Holocene Advisors, LP 0.02% Add +80.3% 135,518 $5.1M
Wells Fargo & Company 0.00% Add +40.1% 133,223 $5.0M
Swiss National Bank 0.00% Reduce -1.5% 129,500 $4.9M
Alliancebernstein L.P. 0.00% Reduce -1.1% 129,395 $4.9M
Royal Bank of Canada 0.00% Reduce -22.7% 126,369 $4.8M
Citadel Advisors 0.00% New 126,159 $4.8M
Capital Fund Management S.A. 0.06% Add +87.2% 119,434 $4.5M
Legal & General Group Plc 0.00% Reduce -0.8% 114,143 $4.3M
Barclays PLC 0.00% Reduce -29.3% 113,789 $4.3M
California Public Employees Retirement System 0.00% Add +0.2% 112,825 $4.3M
Jump Financial, LLC 0.06% New 110,712 $4.2M
Segall Bryant & Hamill, LLC 0.06% Reduce -2.2% 110,610 $4.2M
Nordea Investment Management AB 0.00% Add +1.6% 108,733 $4.1M
DekaBank Deutsche Girozentrale 0.01% Add +1.4% 106,849 $4.0M
Corebridge Financial, Inc. 0.02% Reduce -2.5% 105,542 $4.0M
Foundry Partners, LLC 0.20% Add +0.5% 99,445 $3.8M
LSV Asset Management 0.01% Add +171.8% 93,500 $3.5M
Qube Research & Technologies Ltd 0.01% New 92,273 $3.5M
Jupiter Asset Management Ltd. 0.03% Reduce -26.9% 88,080 $3.3M
ExodusPoint Capital Management, LP 0.04% New 88,016 $3.3M
HighTower Advisors, LLC 0.00% Reduce -0.3% 86,047 $3.3M
New York State Teachers Retirement System 0.01% Reduce -1.8% 81,511 $3.1M
Retirement Systems of Alabama 0.01% Reduce -0.5% 80,817 $3.1M
Advisors Asset Management, Inc. 0.06% Add +12.3% 79,824 $3.0M
Cwm, LLC 0.01% Add +1.5% 76,208 $2.9M
MetLife Investment Management, LLC 0.02% Reduce -2.0% 75,088 $2.8M
Ameriprise Financial Inc. 0.00% Reduce -8.3% 74,402 $2.8M
Citigroup Inc. 0.00% Reduce -6.7% 73,074 $2.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.4% 73,021 $2.8M
Raymond James Financial Inc. 0.00% Add +42.5% 70,615 $2.7M
Marshall Wace, LLP 0.00% Reduce -74.6% 63,275 $2.4M
D. E. Shaw & Co. 0.00% Add +191.8% 63,012 $2.4M
Greenwich Wealth Management LLC 0.18% Add +0.8% 62,924 $2.4M
E. Ohman J:or Asset Management AB 0.06% Add +66.4% 61,727 $2.3M
California State Teachers Retirement System 0.00% Reduce -1.8% 61,444 $2.3M
Deutsche Bank AG 0.00% Reduce -3.1% 59,668 $2.3M
Baird Financial Group, Inc. 0.00% Reduce -0.8% 59,069 $2.2M
Great Lakes Advisors, LLC 0.02% Reduce -17.4% 56,998 $2.2M
T. Rowe Price Associates Inc. 0.00% Add +4.2% 56,622 $2.1M
Nisa Investment Advisors, LLC 0.01% Reduce -0.2% 56,519 $2.1M
Empowered Funds, LLC 0.03% Reduce -72.8% 54,193 $2.0M
Moran Wealth Management, LLC 0.07% Add +11.0% 52,179 $2.0M
Icon Advisers Inc. 0.44% No change 49,000 $1.9M
Sei Investments Co. 0.00% Reduce -7.4% 48,626 $1.8M
Profit Investment Management, LLC 1.70% No change 48,514 $1.8M
PEAK6 LLC 0.07% Add +1836.1% 48,267 $1.8M
Drum Hill Capital, LLC 2.13% Add +0.2% 47,890 $1.8M
State of Alaska, Department of Revenue 0.02% No change 47,617 $1.8M
HRT Financial LP 0.01% New 47,241 $1.8M
Voya Investment Management LLC 0.00% Add +16.1% 46,264 $1.7M
State of New Jersey Common Pension Fund D 0.01% Add +13.0% 46,159 $1.7M
Engineers Gate Manager LP 0.03% Add +183.5% 45,861 $1.7M
Intech Investment Management LLC 0.02% Add +47.4% 45,501 $1.7M
Ballast Asset Management, LP 0.91% Add +1.5% 45,450 $1.7M
Vest Financial, LLC 0.03% Reduce -19.7% 43,335 $1.6M
CANADA LIFE ASSURANCE Co 0.00% Reduce -5.9% 42,713 $1.6M
Franklin Resources Inc. 0.00% Reduce -44.7% 41,600 $1.6M
Waterfront Wealth Inc. 0.37% Reduce -0.3% 40,383 $1.5M
Cresset Asset Management, LLC 0.01% Add +2.1% 38,885 $1.5M
Commonwealth Equity Services, LLC 0.00% New 37,650 $1.4M
Comerica Bank 0.01% Reduce -3.3% 35,147 $1.3M
Semanteon Capital Management, LP 0.72% Add +13.7% 35,098 $1.3M
Mork Capital Management, LLC 1.04% No change 35,000 $1.3M
Mutual of America Capital Management LLC 0.01% Reduce -3.1% 34,174 $1.3M
Easterly Investment Partners LLC 0.11% Add +42.2% 33,686 $1.3M
Livforsakringsbolaget Skandia, Omsesidigt 0.07% No change 33,300 $1.3M
Walleye Capital LLC 0.02% New 33,222 $1.3M
Concentric Capital Strategies, LP 0.12% New 31,824 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -1.0% 31,816 $1.2M
LPL Financial LLC 0.00% Reduce -1.2% 31,167 $1.2M
Amica Mutual Insurance Co. 0.13% No change 30,404 $1.1M
Cozad Asset Management Inc. 0.11% Add +12.0% 30,220 $1.1M
Janus Henderson Group PLC 0.00% No change 29,600 $1.1M
Composition Wealth, LLC 0.02% Add +0.2% 29,815 $1.1M
Amalgamated Bank 0.01% Reduce -0.7% 29,802 $1.1M
CSS LLC 0.22% Add +8.4% 29,347 $1.1M
Creative Planning 0.00% Add +104.7% 28,074 $1.1M
NorthCoast Asset Management LLC 0.01% Reduce -57.6% 28,064 $1.1M
State of Tennessee, Department of Treasury 0.00% No change 27,309 $1.0M
Magnetar Financial LLC 0.01% Add +77.4% 26,498 $1.0M
Donald L. Hagan, LLC 0.50% Add +0.5% 25,599 $967K
Tredje AP-fonden 0.01% No change 25,273 $955K
Sapience Investments, LLC 0.67% Reduce -15.4% 24,853 $939K
Ensign Peak Advisors, Inc 0.00% No change 24,743 $935K
Cascade Investment Advisors, Inc. 0.62% Add +4.8% 24,255 $916K
Pathstone Holdings, LLC 0.00% Add +33.2% 23,951 $905K
Envestnet Asset Management Inc. 0.00% Reduce -35.1% 23,789 $899K
Gsa Capital Partners LLP 0.08% New 23,622 $892K
Teacher Retirement System of Texas 0.00% Reduce -11.8% 23,401 $884K
Yousif Capital Management, LLC 0.01% Reduce -1.7% 23,166 $875K
Teachers Retirement System of the State of Kentucky 0.01% No change 22,675 $857K
New York State Common Retirement Fund 0.00% Reduce -4.3% 21,186 $800K
Empirical Finance, LLC 0.05% Add +0.5% 20,931 $791K
Clear Harbor Asset Management, LLC 0.06% Add +0.8% 20,286 $766K
Qsemble Capital Management, LP 0.08% Add +283.4% 19,694 $744K
GAMCO Investors 0.01% Reduce -2.0% 19,500 $737K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +3.9% 19,343 $731K
Arizona State Retirement System 0.00% Reduce -1.3% 19,161 $724K
State Board of Administration of Florida Retirement System 0.00% No change 19,124 $723K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 19,090 $721K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 18,779 $709K
Louisiana State Employees Retirement System 0.01% Add +0.5% 18,600 $703K
Burney Co./ 0.02% Reduce -45.2% 17,949 $678K
Neuberger Berman Group LLC 0.00% Add +12.3% 17,934 $678K
Secured Retirement Advisors, LLC 0.42% Reduce -0.7% 17,343 $655K
Vestcor Inc 0.02% Add +18.1% 17,308 $654K
ProShare Advisors LLC 0.00% Reduce -21.2% 17,257 $652K
Advisory Services Network, LLC 0.01% Add +50.9% 17,200 $650K
Handelsbanken Fonder AB 0.00% No change 16,753 $633K
Schonfeld Strategic Advisors LLC 0.00% Add +8.4% 16,331 $617K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +7.6% 15,872 $600K
State of Michigan Retirement System 0.00% No change 15,818 $598K
Ashton Thomas Private Wealth, LLC 0.02% Add +13.4% 15,781 $596K
Thrivent Financial for Lutherans 0.00% Reduce -0.9% 15,568 $588K
Confluence Wealth Services, Inc. 0.04% No change 17,046 $588K
Farmers & Merchants Investments Inc. 0.02% Reduce -0.1% 15,285 $577K
Vanguard Personalized Indexing Management, LLC 0.01% Add +81.1% 15,226 $575K
Cibc World Markets Corp. 0.00% Add +137.1% 14,787 $559K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.6% 14,764 $558K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.07% Reduce -13.3% 14,707 $556K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 14,268 $539K
Police & Firemen's Retirement System of New Jersey 0.01% No change 14,187 $536K
Prelude Capital Management, LLC 0.05% New 14,099 $533K
New Mexico Educational Retirement Board 0.02% No change 13,800 $521K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.7% 13,504 $510K
KLP Kapitalforvaltning As 0.00% No change 13,200 $499K
Freestone Grove Partners LP 0.01% New 12,850 $485K
BNP Paribas Financial Markets 0.00% Reduce -61.5% 12,690 $479K
Boothbay Fund Management, LLC 0.02% New 12,567 $475K
Diligent Investors, LLC 0.12% Reduce -0.8% 12,560 $475K
Allspring Global Investments Holdings, LLC 0.00% Reduce -74.6% 12,441 $474K
First National Trust Co 0.02% No change 12,000 $453K
Natixis Advisors, LLC 0.00% New 11,925 $451K
Stifel Financial Corp. 0.00% Add +10.5% 11,790 $445K
Bank of Montreal 0.00% Reduce -4.9% 11,189 $423K
State of Wisconsin Investment Board 0.00% Reduce -14.9% 11,070 $418K
Lazard Asset Management LLC 0.00% Reduce -42.7% 11,048 $416K
Quantinno Capital Management LP 0.00% Add +27.9% 10,899 $412K
Ethic Inc. 0.01% Reduce -5.4% 10,372 $395K
Perigon Wealth Management, LLC 0.01% Add +6.3% 10,277 $388K
Cetera Investment Advisers 0.00% Reduce -18.1% 10,274 $388K
NorthCrest Asset Manangement, LLC 0.01% Add +0.3% 10,134 $383K
Xponance LLC 0.00% Add +0.2% 9,559 $361K
Pictet Asset Management Holding SA 0.00% No change 9,263 $350K
V-Square Quantitative Management LLC 0.05% No change 9,222 $348K
Allianz Asset Management GmbH 0.00% Reduce -22.3% 9,194 $347K
GTS Securities LLC 0.01% New 9,071 $343K
Cerity Partners LLC 0.00% Reduce -18.3% 8,928 $337K
Public Employees Retirement Association of Colorado 0.00% No change 8,572 $324K
Liberty Capital Management, Inc. 0.07% Reduce -16.1% 8,356 $316K
Orion Porfolio Solutions, LLC 0.00% Reduce -6.2% 7,986 $302K
Orion Portfolio Solutions, LLC 0.00% Reduce -6.2% 7,986 $302K
Jain Global LLC 0.01% New 7,707 $291K
Barnett & Company, Inc. 0.23% No change 7,300 $276K
M&T Bank Corp 0.00% Add +22.8% 7,272 $275K
Quadrant Capital Group LLC 0.01% Add +364.4% 7,035 $266K
Gabelli Funds LLC 0.00% No change 7,000 $264K
GMO 0.00% Reduce -62.2% 6,960 $263K
Inceptionr LLC 0.08% New 6,951 $263K
Shell Asset Management Co. 0.01% Reduce -3.9% 6,872 $260K
Ballentine Partners, LLC 0.00% New 6,705 $253K
Kestra Advisory Services, LLC 0.00% Reduce -1.5% 6,659 $252K
Kendall Capital Management 0.07% Reduce -32.9% 6,520 $246K
Townsquare Capital LLC 0.00% New 6,486 $245K
Axq Capital, LP 0.10% Add +4.8% 6,280 $237K
National Bank of Canada 0.00% Reduce -6.8% 6,281 $237K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.7% 5,934 $224K
Mariner, LLC 0.00% Add +16.5% 5,819 $220K
HSBC Holdings PLC 0.00% New 5,772 $217K
Petrus Trust Company, LTA 0.02% New 5,669 $214K
Jefferies Financial Group Inc. 0.00% New 5,652 $214K
Optimize Financial Inc. 0.08% New 5,605 $212K
QRG Capital Management, Inc. 0.00% Add +12.4% 5,586 $211K
&partners 0.00% Reduce -14.2% 5,457 $210K
US Bancorp \de 0.00% Add +0.6% 5,496 $208K
State of Wyoming 0.03% Add +65.7% 5,039 $190K
Securian Asset Management, Inc. 0.01% Reduce -2.0% 4,949 $187K
Federated Hermes, Inc. 0.00% Reduce -97.6% 4,885 $185K
Osaic Holdings, Inc. 0.00% Reduce -56.0% 4,760 $180K
Tower Research Capital LLC (TRC) 0.00% Reduce -1.8% 3,585 $135K
Covestor Ltd 0.09% Add +45.6% 3,478 $131K
KBC Group NV 0.00% Reduce -66.4% 3,223 $122K
Amica Retiree Medical Trust 0.18% Reduce -15.0% 3,050 $115K
Westend Capital Management, LLC 0.04% No change 2,904 $110K
Leonteq Securities AG 0.01% Add +226.7% 2,450 $93K
Canada Pension Plan Investment Board 0.00% No change 2,300 $87K
Coldstream Capital Management Inc. 0.00% New 2,289 $86K
Whittier Trust Co. 0.00% No change 2,269 $86K
Signaturefd, LLC 0.00% Add +88.8% 2,173 $82K
Principal Securities, Inc. 0.00% No change 1,767 $82K
PNC Financial Services Group, Inc. 0.00% Add +10.9% 2,121 $80K
MAI Capital Management 0.00% No change 2,081 $79K
Lindbrook Capital, LLC 0.01% Add +178.0% 1,960 $74K
1620 Investment Advisors, Inc. 0.06% Reduce -4.2% 1,877 $71K
Public Employees Retirement System of Ohio 0.00% Add +19.7% 1,789 $68K
HM Payson & Co. 0.00% Reduce -79.8% 1,585 $60K
Blue Trust, Inc. 0.00% Add +111.5% 1,508 $57K
GAMMA Investing LLC 0.00% Add +65.3% 1,309 $49K
Assetmark, Inc. 0.00% Add +11.0% 1,266 $48K
Steward Partners Investment Advisory, LLC 0.00% Add +8.9% 1,225 $46K
Sterling Capital Management LLC 0.00% Reduce -45.2% 1,150 $43K
Parallel Advisors, LLC 0.00% Add +2.5% 1,065 $40K
Towne Trust Company, N.A 0.01% No change 1,054 $40K
Headlands Technologies LLC 0.00% New 981 $37K
Fifth Third Bancorp 0.00% Add +88.2% 905 $34K
Nomura Asset Management Co. Ltd. 0.00% Add +102.3% 870 $33K
Hexagon Capital Partners LLC 0.01% Add +56.9% 847 $32K
Capital Advisors, Ltd. LLC 0.00% No change 851 $32K
STRS Ohio 0.00% Reduce -38.5% 800 $30K
Private Trust Co. NA 0.00% Add +128.0% 773 $29K
Wilmington Savings Fund Society, FSB 0.00% No change 757 $29K
UMB Bank, n.a. 0.00% Add +83.0% 732 $28K
Optiver Holding B.V. 0.00% New 690 $26K
Group One Trading LLC 0.00% New 657 $25K
Smartleaf Asset Management LLC 0.00% Reduce -17.2% 583 $22K
Bessemer Group Inc. 0.00% Reduce -17.7% 459 $17K
LRI Investments, LLC 0.00% Add +3.7% 445 $17K
Nvwm, LLC 0.00% Reduce -3.0% 422 $16K
Ancora Advisors LLC 0.00% No change 400 $15K
Harbor Capital Advisors, Inc. 0.00% Reduce -98.8% 390 $15K
NewEdge Advisors, LLC 0.00% Add +0.3% 389 $15K
MassMutual Private Wealth & Trust, FSB 0.00% Add +67.9% 371 $14K
Rise Advisors, LLC 0.01% Add +13.9% 369 $14K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Add +440.0% 324 $12K
Jones Financial Companies LLLP 0.00% Reduce -55.8% 294 $11K
Cherry Tree Wealth Management, LLC 0.00% No change 265 $10K
N.E.W. Advisory Services LLC 0.00% New 250 $9K
EverSource Wealth Advisors, LLC 0.00% Add +99.1% 221 $8K
Farther Finance Advisors, LLC 0.00% Reduce -16.7% 209 $8K
Danske Bank A/S 0.00% No change 200 $8K
WealthCollab, LLC 0.00% Reduce -7.6% 182 $7K
Federation des caisses Desjardins du Quebec 0.00% No change 175 $7K
Allworth Financial LP 0.00% Add +28.7% 175 $6K
Rothschild Investment LLC 0.00% Add +128.6% 160 $6K
Rialto Wealth Management, LLC 0.00% Reduce -68.9% 159 $6K
SBI Securities Co., Ltd. 0.00% Reduce -1.9% 158 $6K
IFP Advisors, Inc 0.00% Reduce -8.9% 154 $6K
WPG Advisers, LLC 0.01% Add +2.7% 150 $6K
Clearstead Trust, LLC 0.00% New 133 $5K
CIBC Private Wealth Group LLC 0.00% No change 148 $5K
Godsey & Gibb, Inc. 0.00% Reduce -40.7% 124 $5K
Private Wealth Asset Management, LLC 0.00% — 123 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 121 $5K
Curat Global, LLC 0.00% — 100 $4K
Cetera Trust Company, N.A 0.00% No change 98 $4K
Versant Capital Management, Inc 0.00% Add +19.8% 97 $4K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 94 $4K
Bell Investment Advisors, Inc 0.00% Add +2.3% 89 $3K
Bokf, NA 0.00% No change 80 $3K
Hemington Wealth Management 0.00% Add +3.1% 66 $2K
High Note Wealth, LLC 0.00% No change 51 $2K
Sachetta, LLC 0.00% Add +140.0% 48 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -5.9% 48 $2K
Rosenberg Matthew Hamilton 0.00% No change 47 $2K
Parkside Financial Bank & Trust 0.00% Add +1025.0% 45 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +12.5% 36 $1K
Arax Advisory Partners 0.00% No change 31 $1K
Stephens Consulting, LLC 0.00% New 30 $1K
Geneos Wealth Management Inc. 0.00% No change 30 $1K
Quarry LP 0.00% Reduce -93.7% 29 $1K
Quent Capital, LLC 0.00% No change 29 $1K
Hughes Financial Services, LLC 0.00% New 26 $990
Prestige Wealth Management Group LLC 0.00% No change 25 $945
True Wealth Design, LLC 0.00% New 24 $907
Brooklyn Investment Group 0.00% Add +340.0% 22 $832
WealthTrak Capital Management LLC 0.00% Add +300.0% 20 $756
Highline Wealth Partners LLC 0.00% New 18 $680
Truvestments Capital LLC 0.00% Reduce -97.7% 18 $680
SouthState Bank Corp 0.00% New 15 $567
CVA Family Office, LLC 0.00% New 14 $529
Huntington National Bank 0.00% Reduce -93.3% 12 $453
DiNuzzo Private Wealth, Inc. 0.00% Reduce -23.1% 10 $378
CoreCap Advisors, LLC 0.00% Add +40.0% 7 $264
Global Financial Private Client, LLC 0.00% Add +66.7% 5 $189
SJS Investment Consulting Inc. 0.00% Reduce -58.3% 5 $189
Parkworth Wealth Management, Inc. 0.00% No change 2 $76
HFM Investment Advisors, LLC 0.00% — 1 $38
Bay Harbor Wealth Management, LLC 0.00% New 1 $37
Hantz Financial Services, Inc. 0.00% New 10 $0

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