TerexTEX

13F holders, Q2 2025 (June 30)
326holders −7
40new positions
48sold out
6famous investors
$46.74avg. 13F price*

At the end of Q2 2025, 326 institutions reported holding Terex Corp. (TEX) in their 13F filings, down 7 from Q1 2025. 40 opened new positions and 48 sold out. The largest holders were FMR LLC ($459.4M), BlackRock, Inc. ($395.0M) and Vanguard Group Inc. ($310.2M). 6 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions40$38.1M
Exits48$94.8M

All 13F filers, Q1 2025 → Q2 2025: 5,797,224 shares bought and 5,617,467 shares sold, net +179,757 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 326 holders

FMR LLC 0.03% Add +1.4% 9,839,998 $459.4M
BlackRock, Inc. 0.01% Reduce -2.1% 8,459,785 $395.0M
Vanguard Group Inc. 0.01% Reduce -1.6% 6,642,976 $310.2M
Fuller & Thaler Asset Management, Inc. 0.55% Add +39.1% 3,252,453 $151.9M
Dimensional Fund Advisors LP 0.04% Add +6.5% 3,247,035 $151.6M
State Street Corp. 0.00% Reduce -1.4% 2,470,446 $115.3M
Fisher Asset Management 0.04% Reduce -2.1% 2,037,746 $95.1M
American Century Companies Inc. 0.04% Reduce -3.6% 1,702,139 $79.5M
Geode Capital Management, LLC 0.01% Reduce -1.3% 1,612,265 $75.3M
Greenhaven Associates Inc. 1.04% Reduce -0.2% 1,499,933 $70.0M
Macquarie Group Ltd. 0.08% Add +0.3% 1,340,552 $62.6M
Wealth Enhancement Advisory Services, LLC 0.08% Add +44.3% 1,027,830 $51.2M
Morgan Stanley 0.00% Add +21.7% 1,082,837 $50.6M
Victory Capital Management Inc. 0.03% Add +24.6% 1,057,446 $49.4M
Charles Schwab Investment Management Inc. 0.01% Add +1.5% 1,036,839 $48.4M
Northern Trust Corp. 0.01% Reduce -0.1% 867,356 $40.5M
Millennium Management 0.04% Add +229.7% 844,177 $39.4M
Goldman Sachs Group Inc. 0.01% Reduce -25.9% 809,670 $37.8M
First Trust Advisors LP 0.03% Reduce -30.1% 733,704 $34.3M
Bank of New York Mellon Corp 0.01% Add +1.6% 705,297 $32.9M
JPMorgan Chase & Co. 0.00% Add +68.0% 704,844 $32.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Reduce -2.6% 602,945 $28.2M
Walleye Capital LLC 0.28% Add +1659.8% 584,659 $27.3M
Norges Bank 0.00% Reduce -6.9% 532,659 $24.9M
Voloridge Investment Management, LLC 0.09% Add +9.6% 514,804 $24.0M
Bank of America Corp. 0.00% Add +55.6% 476,510 $22.2M
Minneapolis Portfolio Management Group, LLC 2.62% Reduce -0.1% 454,029 $21.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +112.3% 414,464 $19.4M
Two Sigma Investments, LP 0.04% Add +43.0% 411,412 $19.2M
AQR Capital Management 0.02% Reduce -47.0% 408,741 $19.1M
Prudential Financial Inc. 0.02% Add +2.6% 363,069 $17.0M
UBS Group AG 0.00% Reduce -31.2% 359,158 $16.8M
Lodge Hill Capital, LLC 3.70% New 344,450 $16.1M
Jane Street Group, LLC 0.02% Add +74.4% 309,155 $14.4M
Front Street Capital Management, Inc. 2.32% Reduce -0.5% 259,606 $12.1M
Royal Bank of Canada 0.00% Add +104.0% 257,755 $12.0M
Russell Investments Group, Ltd. 0.02% Reduce -0.7% 256,417 $12.0M
Clearbridge Investments, LLC 0.01% Reduce -16.8% 251,209 $11.7M
Curated Wealth Partners LLC 1.24% No change 226,922 $10.6M
Two Sigma Advisers, LP 0.02% Add +40.3% 225,200 $10.5M
Rhumbline Advisers 0.01% Reduce -1.1% 222,525 $10.4M
ExodusPoint Capital Management, LP 0.10% Add +102.2% 178,001 $8.3M
Invesco Ltd. 0.00% Reduce -55.4% 177,969 $8.3M
Wells Fargo & Company 0.00% Add +28.4% 171,045 $8.0M
Barclays PLC 0.00% Add +49.8% 170,438 $8.0M
Nuveen, LLC 0.00% Reduce -11.1% 164,447 $7.7M
Atlantic Investment Management, Inc. 3.69% No change 155,000 $7.2M
Principal Financial Group Inc. 0.00% Reduce -34.0% 150,466 $7.0M
Nordea Investment Management AB 0.01% Add +37.5% 149,487 $7.0M
Citadel Advisors 0.01% Add +11.2% 140,287 $6.5M
Qube Research & Technologies Ltd 0.01% Add +49.5% 137,932 $6.4M
Tema ETFs LLC 1.66% Reduce -35.2% 133,824 $6.2M
NEOS Investment Management LLC 0.08% Reduce -35.2% 133,824 $6.2M
Alliancebernstein L.P. 0.00% Reduce -0.2% 129,177 $6.0M
Swiss National Bank 0.00% Reduce -2.2% 126,600 $5.9M
Holocene Advisors, LP 0.01% Reduce -10.7% 121,091 $5.7M
Franklin Resources Inc. 0.00% Add +190.2% 120,739 $5.6M
Squarepoint Ops LLC 0.01% Reduce -43.2% 115,770 $5.4M
Brandywine Global Investment Management, LLC 0.04% Reduce -43.1% 115,461 $5.4M
California Public Employees Retirement System 0.00% Add +2.0% 115,131 $5.4M
Legal & General Group Plc 0.00% Reduce -1.1% 112,886 $5.3M
Capital Fund Management S.A. 0.06% Reduce -9.3% 108,337 $5.1M
Marshall Wace, LLP 0.01% Add +70.1% 107,606 $5.0M
DekaBank Deutsche Girozentrale 0.01% Reduce -1.4% 105,363 $5.0M
Susquehanna International Group, LLP 0.01% Reduce -36.5% 101,763 $4.8M
Segall Bryant & Hamill, LLC 0.07% Reduce -8.6% 101,116 $4.7M
Sei Investments Co. 0.01% Add +97.5% 96,036 $4.5M
LSV Asset Management 0.01% No change 93,500 $4.4M
Advisors Asset Management, Inc. 0.07% Add +10.0% 87,803 $4.1M
Castleark Management LLC 0.12% New 83,780 $3.9M
CSM Advisors, LLC 0.11% New 82,212 $3.8M
Retirement Systems of Alabama 0.01% Reduce -0.8% 80,178 $3.7M
Ameriprise Financial Inc. 0.00% Add +1.4% 75,474 $3.5M
MetLife Investment Management, LLC 0.02% Reduce -1.9% 73,641 $3.4M
Citigroup Inc. 0.00% Add +0.2% 73,231 $3.4M
New York State Teachers Retirement System 0.01% Reduce -12.1% 71,681 $3.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.9% 69,460 $3.2M
HRT Financial LP 0.01% Add +41.6% 66,913 $3.1M
Verition Fund Management LLC 0.02% Reduce -77.4% 65,243 $3.0M
Greenwich Wealth Management LLC 0.14% Add +0.6% 63,321 $3.0M
Baird Financial Group, Inc. 0.01% Add +5.2% 62,132 $2.9M
California State Teachers Retirement System 0.00% Add +0.5% 61,731 $2.9M
E. Ohman J:or Asset Management AB 0.07% No change 61,727 $2.9M
T. Rowe Price Associates Inc. 0.00% Add +5.6% 59,806 $2.8M
Nisa Investment Advisors, LLC 0.01% Reduce -0.0% 56,494 $2.6M
Great Lakes Advisors, LLC 0.02% Reduce -3.2% 55,171 $2.6M
Ballast Asset Management, LP 1.33% Add +20.2% 54,650 $2.6M
Deutsche Bank AG 0.00% Reduce -12.2% 52,379 $2.4M
Profit Investment Management, LLC 2.17% Add +6.4% 51,608 $2.4M
Raymond James Financial Inc. 0.00% Reduce -30.5% 49,098 $2.3M
Icon Advisers Inc. 0.53% No change 49,000 $2.3M
BNP Paribas Financial Markets 0.00% Add +278.8% 48,063 $2.2M
Drum Hill Capital, LLC 2.51% Reduce -0.2% 47,789 $2.2M
State of Alaska, Department of Revenue 0.02% Reduce -0.5% 47,367 $2.2M
Moran Wealth Management, LLC 0.07% Reduce -11.1% 46,376 $2.2M
Voya Investment Management LLC 0.00% Reduce -0.5% 46,055 $2.2M
Creative Planning 0.00% Add +56.2% 43,853 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -11.0% 41,087 $1.9M
Intech Investment Management LLC 0.02% Reduce -11.8% 40,154 $1.9M
Comerica Bank 0.01% Add +14.0% 40,083 $1.9M
SummitTX Capital, L.P. 0.08% New 40,000 $1.9M
Waterfront Wealth Inc. 0.41% Reduce -2.4% 39,434 $1.8M
CANADA LIFE ASSURANCE Co 0.00% Reduce -8.5% 39,068 $1.8M
Vest Financial, LLC 0.03% Reduce -11.5% 38,345 $1.8M
Commonwealth Equity Services, LLC 0.00% Add +1.8% 38,340 $1.8M
Hancock Whitney Corp. 0.03% Reduce -82.2% 36,282 $1.7M
Mork Capital Management, LLC 1.19% No change 35,000 $1.6M
Edgestream Partners, L.P. 0.04% New 33,242 $1.6M
XTX Topco Ltd 0.06% New 33,214 $1.6M
Mutual of America Capital Management LLC 0.02% Reduce -4.5% 32,624 $1.5M
LPL Financial LLC 0.00% Add +4.0% 32,401 $1.5M
Easterly Investment Partners LLC 0.11% Reduce -4.4% 32,196 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -1.0% 31,488 $1.5M
Sapience Investments, LLC 0.96% Add +24.4% 30,924 $1.4M
Amica Mutual Insurance Co. 0.14% No change 30,404 $1.4M
Composition Wealth, LLC 0.02% Reduce -0.1% 29,792 $1.4M
Janus Henderson Group PLC 0.00% No change 29,600 $1.4M
Amalgamated Bank 0.01% Reduce -3.0% 28,918 $1.4M
Engineers Gate Manager LP 0.02% Reduce -38.6% 28,160 $1.3M
Danske Bank A/S 0.00% Add +13934.5% 28,069 $1.3M
NorthCoast Asset Management LLC 0.01% Reduce -0.5% 27,929 $1.3M
Pathstone Holdings, LLC 0.01% Add +14.7% 27,481 $1.3M
State of Tennessee, Department of Treasury 0.00% No change 27,309 $1.3M
Cozad Asset Management Inc. 0.11% Reduce -9.7% 27,286 $1.3M
Qsemble Capital Management, LP 0.12% Add +30.8% 25,762 $1.2M
Tredje AP-fonden 0.01% No change 25,273 $1.2M
Cascade Investment Advisors, Inc. 0.74% Add +2.0% 24,730 $1.2M
iSAM Funds (UK) Ltd 0.25% New 24,626 $1.1M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +22.3% 23,664 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 22,675 $1.1M
Envestnet Asset Management Inc. 0.00% Reduce -5.0% 22,596 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -3.5% 22,351 $1.0M
Symmetry Investments LP 0.09% New 22,333 $1.0M
Ensign Peak Advisors, Inc 0.00% Reduce -13.7% 21,343 $997K
New York State Common Retirement Fund 0.00% No change 21,186 $989K
GAMCO Investors 0.01% Add +7.7% 21,000 $980K
Neuberger Berman Group LLC 0.00% Add +16.2% 20,842 $973K
Clear Harbor Asset Management, LLC 0.07% Reduce -0.0% 20,281 $947K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.08% Add +35.5% 19,923 $930K
Centiva Capital, LP 0.06% New 19,729 $921K
Arizona State Retirement System 0.01% Add +0.9% 19,343 $903K
State Board of Administration of Florida Retirement System 0.00% No change 19,124 $893K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 18,779 $877K
Advisory Services Network, LLC 0.01% No change 17,200 $875K
Aquatic Capital Management LLC 0.02% New 18,634 $870K
CSS LLC 0.16% Reduce -36.7% 18,567 $867K
Louisiana State Employees Retirement System 0.02% Reduce -0.5% 18,500 $864K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +25.6% 17,920 $837K
Secured Retirement Advisors, LLC 0.48% Reduce -0.4% 17,270 $806K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% Reduce -48.6% 17,100 $798K
Confluence Wealth Services, Inc. 0.04% No change 17,046 $796K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +6.2% 16,855 $787K
Handelsbanken Fonder AB 0.00% No change 16,753 $782K
ProShare Advisors LLC 0.00% Reduce -5.7% 16,276 $760K
State of Michigan Retirement System 0.00% No change 15,818 $739K
Polymer Capital Management (US) LLC 0.12% New 15,500 $724K
Thrivent Financial for Lutherans 0.00% Reduce -0.8% 15,446 $721K
Farmers & Merchants Investments Inc. 0.02% Add +0.0% 15,288 $714K
Police & Firemen's Retirement System of New Jersey 0.01% Add +6.0% 15,043 $702K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.8% 14,646 $684K
Teacher Retirement System of Texas 0.00% Reduce -40.1% 14,015 $654K
Ieq Capital, LLC 0.00% New 13,925 $650K
New Mexico Educational Retirement Board 0.02% No change 13,800 $644K
Quantinno Capital Management LP 0.00% Add +24.6% 13,579 $634K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -11.5% 13,469 $629K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.7% 13,404 $626K
KLP Kapitalforvaltning As 0.00% No change 13,200 $616K
SG Americas Securities, LLC 0.00% New 13,134 $613K
Boothbay Fund Management, LLC 0.02% Add +1.5% 12,750 $595K
Diligent Investors, LLC 0.14% No change 12,560 $586K
Tower Research Capital LLC (TRC) 0.02% Add +244.0% 12,333 $576K
Allspring Global Investments Holdings, LLC 0.00% Reduce -5.4% 11,766 $573K
First National Trust Co 0.02% No change 12,000 $560K
Lazard Asset Management LLC 0.00% Add +8.8% 12,017 $560K
Prelude Capital Management, LLC 0.05% Reduce -16.3% 11,807 $551K
Brevan Howard Capital Management LP 0.01% New 11,665 $545K
Schonfeld Strategic Advisors LLC 0.00% Reduce -28.8% 11,623 $543K
GMO 0.00% Add +64.5% 11,449 $535K
NorthCrest Asset Manangement, LLC 0.01% Add +4.1% 10,550 $525K
Cerity Partners LLC 0.00% Add +20.6% 10,766 $503K
Bank of Montreal 0.00% Reduce -5.9% 10,529 $492K
Natixis Advisors, LLC 0.00% Reduce -12.0% 10,498 $490K
Ethic Inc. 0.01% Reduce -2.3% 10,135 $482K
Vise Technologies, Inc. 0.02% — 10,028 $468K
Pictet Asset Management Holding SA 0.00% Add +8.0% 10,005 $467K
Xponance LLC 0.00% Reduce -2.8% 9,293 $434K
Perigon Wealth Management, LLC 0.01% Reduce -12.4% 9,001 $420K
Public Employees Retirement Association of Colorado 0.00% No change 8,572 $400K
Liberty Capital Management, Inc. 0.08% No change 8,356 $390K
Cibc World Markets Corp. 0.00% Reduce -45.7% 8,032 $375K
Walleye Trading LLC 0.01% New 7,963 $372K
Cetera Investment Advisers 0.00% Reduce -25.6% 7,644 $357K
M&T Bank Corp 0.00% Add +3.1% 7,497 $350K
Gabelli Funds LLC 0.00% No change 7,000 $327K
Mariner, LLC 0.00% Add +18.8% 6,914 $323K
National Bank of Canada 0.00% Add +7.7% 6,767 $316K
Kestra Advisory Services, LLC 0.00% Add +1.5% 6,758 $316K
Versor Investments LP 0.05% New 6,600 $308K
State of Wisconsin Investment Board 0.00% Reduce -43.8% 6,221 $290K
Federated Hermes, Inc. 0.00% Add +25.4% 6,124 $286K
Callan Family Office, LLC 0.01% New 6,020 $281K
QRG Capital Management, Inc. 0.00% Add +6.6% 5,954 $278K
Quadrant Capital Group LLC 0.01% Reduce -16.4% 5,882 $275K
Shell Asset Management Co. 0.01% Reduce -15.8% 5,783 $270K
Mercer Global Advisors Inc. 0.00% New 5,619 $262K
US Bancorp \de 0.00% Add +1.9% 5,603 $262K
Optimize Financial Inc. 0.16% Reduce -0.7% 5,565 $260K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.9% 5,524 $258K
Erste Asset Management GmbH 0.00% Add +0.0% 5,400 $257K
Cwm, LLC 0.00% Reduce -92.8% 5,463 $255K
Kendall Capital Management 0.07% Reduce -16.3% 5,460 $255K
Farringdon Capital, Ltd. 0.08% New 5,350 $250K
&partners 0.00% Reduce -4.6% 5,205 $243K
Wolverine Trading, LLC 0.01% New 5,084 $242K
Securian Asset Management, Inc. 0.01% No change 4,949 $231K
Pinnacle Associates Ltd. 0.00% New 4,890 $228K
Sequoia Financial Advisors, LLC 0.00% New 4,846 $226K
Kestra Private Wealth Services, LLC 0.00% New 4,765 $222K
Osaic Holdings, Inc. 0.00% Add +0.0% 4,761 $222K
Vestcor Inc 0.01% Reduce -72.8% 4,708 $220K
Burney Co./ 0.01% Reduce -74.0% 4,667 $218K
Shelton Capital Management 0.00% New 4,574 $214K
Stifel Financial Corp. 0.00% Reduce -61.5% 4,542 $212K
Jain Global LLC 0.00% Reduce -42.8% 4,407 $206K
Covestor Ltd 0.11% Add +16.7% 4,060 $190K
Parallel Advisors, LLC 0.00% Add +211.6% 3,318 $155K
Amica Retiree Medical Trust 0.20% No change 3,050 $142K
Westend Capital Management, LLC 0.04% Reduce -0.6% 2,887 $135K
PNC Financial Services Group, Inc. 0.00% Add +17.9% 2,501 $117K
KBC Group NV 0.00% Reduce -29.4% 2,276 $106K
Whittier Trust Co. 0.00% No change 2,269 $106K
MAI Capital Management 0.00% Add +6.1% 2,208 $103K
STRS Ohio 0.00% Add +150.0% 2,000 $93K
Public Employees Retirement System of Ohio 0.00% Add +7.9% 1,931 $90K
Blue Trust, Inc. 0.00% Add +24.0% 1,870 $87K
1620 Investment Advisors, Inc. 0.06% Reduce -1.4% 1,850 $86K
Sterling Capital Management LLC 0.00% Add +53.0% 1,760 $82K
Harvest Fund Management Co., Ltd 0.00% New 1,602 $75K
Principal Securities, Inc. 0.00% Reduce -11.9% 1,557 $73K
GAMMA Investing LLC 0.00% Add +2.0% 1,335 $62K
Canada Pension Plan Investment Board 0.00% Reduce -43.5% 1,300 $61K
UMB Bank, n.a. 0.00% Add +74.2% 1,275 $60K
Steward Partners Investment Advisory, LLC 0.00% No change 1,225 $57K
Signaturefd, LLC 0.00% Reduce -45.0% 1,195 $56K
Fifth Third Bancorp 0.00% Add +22.0% 1,104 $52K
Brooklyn Investment Group 0.01% Add +4768.2% 1,071 $50K
Towne Trust Company, N.A 0.02% No change 1,054 $49K
Nomura Asset Management Co. Ltd. 0.00% No change 870 $41K
Capital Advisors, Ltd. LLC 0.00% No change 851 $40K
Private Trust Co. NA 0.00% No change 773 $36K
Arax Advisory Partners 0.00% Add +2345.2% 758 $35K
Wilmington Savings Fund Society, FSB 0.00% No change 757 $35K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 748 $35K
Optiver Holding B.V. 0.00% Add +7.7% 743 $35K
Bessemer Group Inc. 0.00% Add +56.4% 718 $34K
Hantz Financial Services, Inc. 0.00% Add +6800.0% 690 $32K
Rise Advisors, LLC 0.01% Add +65.3% 610 $28K
EverSource Wealth Advisors, LLC 0.00% Add +167.0% 590 $28K
LRI Investments, LLC 0.00% Add +29.4% 576 $27K
Harbor Capital Advisors, Inc. 0.00% Add +31.3% 512 $24K
Assetmark, Inc. 0.00% Reduce -63.0% 468 $22K
NewEdge Advisors, LLC 0.00% Add +13.1% 440 $21K
Nvwm, LLC 0.00% No change 422 $20K
Ancora Advisors LLC 0.00% No change 400 $19K
IFP Advisors, Inc 0.00% Add +109.1% 322 $15K
Jones Financial Companies LLLP 0.00% Reduce -10.2% 264 $13K
Aster Capital Management (DIFC) Ltd 0.00% New 250 $12K
N.E.W. Advisory Services LLC 0.00% No change 250 $12K
Farther Finance Advisors, LLC 0.00% Add +4.3% 218 $10K
Essential Partners LLC 0.00% — 211 $10K
Rothschild Investment LLC 0.00% Add +25.0% 200 $9K
Allworth Financial LP 0.00% Add +14.3% 200 $9K
Federation des caisses Desjardins du Quebec 0.00% Add +14.3% 200 $9K
Westside Investment Management, Inc. 0.00% New 180 $9K
Rialto Wealth Management, LLC 0.00% Add +10.7% 176 $8K
Cherry Tree Wealth Management, LLC 0.00% Reduce -37.7% 165 $8K
SBI Securities Co., Ltd. 0.00% No change 158 $7K
WPG Advisers, LLC 0.01% Add +1.3% 152 $7K
Bell Investment Advisors, Inc 0.00% Add +68.5% 150 $7K
CIBC Private Wealth Group LLC 0.00% No change 148 $7K
Godsey & Gibb, Inc. 0.00% No change 124 $6K
Private Wealth Asset Management, LLC 0.00% No change 123 $6K
AlphaQuest LLC 0.00% New 123 $6K
Clearstead Advisors, LLC 0.00% New 123 $6K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -67.4% 121 $6K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 121 $6K
WealthCollab, LLC 0.00% Reduce -39.0% 111 $5K
Versant Capital Management, Inc 0.00% Add +14.4% 111 $5K
Northwestern Mutual Wealth Management Co. 0.00% New 108 $5K
Quarry LP 0.00% Add +269.0% 107 $5K
Kestra Investment Management, LLC 0.00% New 107 $5K
Physician Wealth Advisors, Inc. 0.00% New 103 $5K
Curat Global, LLC 0.00% No change 100 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 94 $4K
Private Wealth Management Group, LLC 0.00% New 89 $4K
Bokf, NA 0.00% No change 80 $4K
Smartleaf Asset Management LLC 0.00% Reduce -87.5% 73 $3K
Global Retirement Partners, LLC 0.00% — 68 $3K
Hemington Wealth Management 0.00% Add +19.7% 79 $3K
Fortitude Family Office, LLC 0.00% New 64 $3K
Kilter Group LLC 0.00% New 59 $3K
High Note Wealth, LLC 0.00% No change 51 $2K
Rosenberg Matthew Hamilton 0.00% No change 47 $2K
Geneos Wealth Management Inc. 0.00% Add +40.0% 42 $2K
Parkside Financial Bank & Trust 0.00% Reduce -11.1% 40 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 36 $2K
Prestige Wealth Management Group LLC 0.00% Add +40.0% 35 $2K
Huntington National Bank 0.00% Add +191.7% 35 $2K
Bare Financial Services, Inc 0.00% New 26 $1K
NewSquare Capital LLC 0.00% New 21 $980
WealthTrak Capital Management LLC 0.00% No change 20 $934
Sachetta, LLC 0.00% Reduce -58.3% 20 $934
Truvestments Capital LLC 0.00% No change 18 $840
Highline Wealth Partners LLC 0.00% No change 18 $840
SouthState Bank Corp 0.00% No change 15 $701
True Wealth Design, LLC 0.00% Reduce -58.3% 10 $467
DiNuzzo Private Wealth, Inc. 0.00% Reduce -10.0% 9 $421
JFS Wealth Advisors, LLC 0.00% Reduce -83.3% 8 $374
HM Payson & Co. 0.00% Reduce -99.7% 5 $234
HFM Investment Advisors, LLC 0.00% Add +300.0% 4 $187
Twin Peaks Wealth Advisors, LLC 0.00% New 2 $101
Parkworth Wealth Management, Inc. 0.00% No change 2 $93
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 2 $93
SJS Investment Consulting Inc. 0.00% Reduce -80.0% 1 $47
Stephens Consulting, LLC 0.00% Reduce -96.7% 1 $47
Avion Wealth 0.00% New 14 $0

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