TerexTEX
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $38.1M |
| Exits | 48 | $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.