TerexTEX

13F holders, Q3 2025 (September 30)
331holders +5
41new positions
33sold out
7famous investors
$51.32avg. 13F price*

At the end of Q3 2025, 331 institutions reported holding Terex Corp. (TEX) in their 13F filings, up 5 from Q2 2025. 41 opened new positions and 33 sold out. The largest holders were FMR LLC ($504.8M), BlackRock, Inc. ($432.2M) and Vanguard Group Inc. ($336.4M). 7 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions41$143.5M
Exits33$29.5M

All 13F filers, Q2 2025 → Q3 2025: 6,269,327 shares bought and 4,899,274 shares sold, net +1,370,053 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 331 holders

FMR LLC 0.03% Add +0.0% 9,839,999 $504.8M
BlackRock, Inc. 0.01% Reduce -0.4% 8,424,581 $432.2M
Vanguard Group Inc. 0.01% Reduce -1.3% 6,557,022 $336.4M
Dimensional Fund Advisors LP 0.04% Add +3.4% 3,357,963 $172.3M
Fuller & Thaler Asset Management, Inc. 0.57% Reduce -0.2% 3,244,855 $166.5M
State Street Corp. 0.00% Reduce -1.9% 2,422,174 $124.3M
Wellington Management Group LLP 0.02% New 2,372,787 $121.7M
Fisher Asset Management 0.04% Reduce -2.8% 1,980,567 $101.6M
American Century Companies Inc. 0.04% Reduce -4.2% 1,630,720 $83.7M
Geode Capital Management, LLC 0.01% Reduce -0.1% 1,610,235 $82.6M
Invesco Ltd. 0.01% Add +801.3% 1,603,965 $82.3M
Greenhaven Associates Inc. 1.15% Reduce -1.5% 1,477,733 $75.8M
Macquarie Group Ltd. 0.08% Reduce -0.4% 1,334,668 $68.5M
Victory Capital Management Inc. 0.03% Add +1.8% 1,076,696 $55.2M
Charles Schwab Investment Management Inc. 0.01% Add +1.6% 1,053,281 $54.0M
Wealth Enhancement Advisory Services, LLC 0.08% Reduce -6.1% 965,435 $50.8M
UBS Group AG 0.01% Add +168.5% 964,495 $49.5M
Morgan Stanley 0.00% Reduce -13.0% 941,765 $48.3M
Goldman Sachs Group Inc. 0.01% Add +9.0% 882,656 $45.3M
Northern Trust Corp. 0.01% Reduce -1.0% 858,315 $44.0M
Bank of New York Mellon Corp 0.01% Reduce -2.0% 690,901 $35.4M
Minneapolis Portfolio Management Group, LLC 3.81% Add +42.6% 647,289 $33.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +1.2% 610,040 $31.3M
Lodge Hill Capital, LLC 4.85% Add +53.7% 529,450 $27.2M
Bank of America Corp. 0.00% Reduce -5.3% 451,410 $23.2M
Voloridge Investment Management, LLC 0.08% Reduce -14.1% 442,350 $22.7M
JPMorgan Chase & Co. 0.00% Reduce -38.9% 430,860 $22.1M
First Trust Advisors LP 0.02% Reduce -43.7% 412,890 $21.2M
AQR Capital Management 0.01% Reduce -7.4% 378,425 $19.4M
Wells Fargo & Company 0.00% Add +102.0% 345,480 $17.7M
Russell Investments Group, Ltd. 0.02% Add +1.5% 260,183 $13.3M
Citigroup Inc. 0.01% Add +253.8% 259,094 $13.3M
Front Street Capital Management, Inc. 2.04% Reduce -0.6% 258,056 $13.2M
Royal Bank of Canada 0.00% Reduce -0.6% 256,338 $13.2M
Curated Wealth Partners LLC 1.41% No change 226,922 $11.6M
Rhumbline Advisers 0.01% Reduce -2.1% 217,839 $11.2M
Two Sigma Investments, LP 0.02% Reduce -49.5% 207,784 $10.7M
Clearbridge Investments, LLC 0.01% Reduce -22.1% 195,802 $10.0M
Barclays PLC 0.00% Add +5.2% 179,371 $9.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -58.8% 170,924 $8.8M
Walleye Capital LLC 0.08% Reduce -71.0% 169,721 $8.7M
Brandywine Global Investment Management, LLC 0.06% Add +44.4% 166,770 $8.6M
Marshall Wace, LLP 0.01% Add +51.7% 163,223 $8.4M
Prudential Financial Inc. 0.01% Reduce -55.4% 161,796 $8.3M
Nuveen, LLC 0.00% Reduce -1.7% 161,599 $8.3M
Two Sigma Advisers, LP 0.02% Reduce -28.4% 161,300 $8.3M
Nordea Investment Management AB 0.01% Add +3.4% 154,557 $7.9M
Principal Financial Group Inc. 0.00% Reduce -1.8% 147,782 $7.6M
Tema ETFs LLC 0.60% Add +4.5% 139,808 $7.2M
NEOS Investment Management LLC 0.05% Add +4.5% 139,808 $7.2M
Swiss National Bank 0.00% Add +0.4% 127,100 $6.5M
California Public Employees Retirement System 0.00% Add +10.4% 127,091 $6.5M
Alliancebernstein L.P. 0.00% Reduce -2.6% 125,869 $6.5M
Franklin Resources Inc. 0.00% Add +0.7% 121,565 $6.2M
Retirement Systems of Alabama 0.02% Add +48.4% 119,014 $6.1M
Qube Research & Technologies Ltd 0.01% Reduce -15.2% 116,920 $6.0M
LSV Asset Management 0.01% Add +17.9% 110,200 $5.7M
Legal & General Group Plc 0.00% Reduce -5.7% 106,466 $5.5M
DekaBank Deutsche Girozentrale 0.01% No change 105,363 $5.3M
Castleark Management LLC 0.14% Add +17.4% 98,375 $5.0M
Segall Bryant & Hamill, LLC 0.07% Reduce -5.1% 95,984 $4.9M
Sei Investments Co. 0.01% Reduce -2.4% 93,767 $4.8M
CSM Advisors, LLC 0.13% Add +13.6% 93,397 $4.8M
Advisors Asset Management, Inc. 0.08% Add +2.8% 90,285 $4.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +391.5% 88,081 $4.5M
Ballast Asset Management, LP 2.01% Add +57.0% 85,795 $4.4M
Holocene Advisors, LP 0.01% Reduce -32.2% 82,096 $4.2M
Tudor Investment Corporation 0.03% New 81,937 $4.2M
Algert Global LLC 0.07% New 77,000 $4.0M
Ameriprise Financial Inc. 0.00% Reduce -5.6% 71,274 $3.7M
New York State Teachers Retirement System 0.01% Reduce -1.3% 70,785 $3.6M
MetLife Investment Management, LLC 0.02% Reduce -4.5% 70,357 $3.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -6.0% 65,330 $3.4M
Greenwich Wealth Management LLC 0.16% Reduce -1.4% 62,414 $3.2M
T. Rowe Price Associates Inc. 0.00% Add +4.0% 62,218 $3.2M
California State Teachers Retirement System 0.00% Add +0.0% 61,734 $3.2M
E. Ohman J:or Asset Management AB 0.07% No change 61,727 $3.2M
Baird Financial Group, Inc. 0.00% Reduce -4.7% 59,206 $3.0M
Deutsche Bank AG 0.00% Add +10.3% 57,773 $3.0M
Edgestream Partners, L.P. 0.08% Add +56.4% 51,998 $2.7M
Great Lakes Advisors, LLC 0.02% Reduce -6.8% 51,418 $2.6M
Verition Fund Management LLC 0.02% Reduce -21.8% 51,034 $2.6M
Icon Advisers Inc. 0.56% No change 49,000 $2.5M
Creative Planning 0.00% Add +10.0% 48,237 $2.5M
Drum Hill Capital, LLC 2.70% No change 47,789 $2.5M
Raymond James Financial Inc. 0.00% Reduce -3.4% 47,409 $2.4M
Moran Wealth Management, LLC 0.07% Reduce -4.2% 44,419 $2.3M
Nisa Investment Advisors, LLC 0.01% Reduce -22.1% 43,994 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +7.0% 43,984 $2.3M
Dark Forest Capital Management LP 0.08% New 42,475 $2.2M
Susquehanna International Group, LLP 0.00% Reduce -59.5% 41,238 $2.1M
Waterfront Wealth Inc. 0.43% Add +0.7% 39,694 $2.1M
Capital Fund Management S.A. 0.02% Reduce -62.2% 40,969 $2.1M
Scopus Asset Management, L.P. 0.05% New 39,972 $2.1M
Citadel Advisors 0.00% Reduce -71.6% 39,829 $2.0M
Commonwealth Equity Services, LLC 0.00% Add +2.2% 39,189 $2.0M
CANADA LIFE ASSURANCE Co 0.00% No change 39,068 $2.0M
Comerica Bank 0.01% Reduce -5.1% 38,044 $2.0M
State of Alaska, Department of Revenue 0.02% Reduce -22.5% 36,708 $1.9M
Mork Capital Management, LLC 1.24% No change 35,000 $1.8M
LPL Financial LLC 0.00% Add +7.8% 34,928 $1.8M
BNP Paribas Financial Markets 0.00% Reduce -28.6% 34,320 $1.8M
Natixis 0.01% New 34,000 $1.7M
Voya Investment Management LLC 0.00% Reduce -26.3% 33,957 $1.7M
Profit Investment Management, LLC 2.12% Reduce -36.2% 32,928 $1.7M
Millennium Management 0.00% Reduce -96.1% 32,923 $1.7M
Easterly Investment Partners LLC 0.11% No change 32,196 $1.7M
Intech Investment Management LLC 0.01% Reduce -22.2% 31,224 $1.6M
Amica Mutual Insurance Co. 0.14% No change 30,404 $1.6M
Mutual of America Capital Management LLC 0.02% Reduce -7.1% 30,296 $1.6M
Polymer Capital Management (US) LLC 0.20% Add +93.5% 30,000 $1.5M
Composition Wealth, LLC 0.02% No change 29,792 $1.5M
Janus Henderson Group PLC 0.00% No change 29,600 $1.5M
HRT Financial LP 0.01% Reduce -56.5% 29,107 $1.5M
Amalgamated Bank 0.01% Reduce -0.6% 28,750 $1.5M
NorthCoast Asset Management LLC 0.01% Add +2.9% 28,724 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -8.8% 28,717 $1.5M
HSBC Holdings PLC 0.00% New 27,812 $1.4M
Boothbay Fund Management, LLC 0.04% Add +115.7% 27,495 $1.4M
State of Tennessee, Department of Treasury 0.00% No change 27,309 $1.4M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.09% Add +34.4% 26,784 $1.4M
Pathstone Holdings, LLC 0.01% Reduce -2.8% 26,702 $1.4M
Cozad Asset Management Inc. 0.11% Reduce -3.5% 26,330 $1.4M
Cascade Investment Advisors, Inc. 0.80% Add +4.5% 25,830 $1.3M
Envestnet Asset Management Inc. 0.00% Add +12.2% 25,357 $1.3M
Tredje AP-fonden 0.01% Reduce -3.8% 24,322 $1.2M
Vest Financial, LLC 0.02% Reduce -36.7% 24,266 $1.2M
Secured Retirement Advisors, LLC 0.68% Add +37.5% 23,751 $1.2M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -2.1% 23,155 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 22,675 $1.2M
Aquatic Capital Management LLC 0.02% Add +20.0% 22,358 $1.1M
New York State Common Retirement Fund 0.00% No change 21,186 $1.1M
GAMCO Investors 0.01% No change 21,000 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -6.6% 20,878 $1.1M
Neuberger Berman Group LLC 0.00% Reduce -1.5% 20,520 $1.1M
Danske Bank A/S 0.00% Reduce -27.5% 20,348 $1.0M
Arizona State Retirement System 0.01% Add +0.3% 19,411 $996K
State Board of Administration of Florida Retirement System 0.00% No change 19,124 $981K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 18,779 $963K
Louisiana State Employees Retirement System 0.02% Reduce -1.1% 18,300 $939K
Police & Firemen's Retirement System of New Jersey 0.01% Add +20.0% 18,050 $926K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 17,100 $877K
Confluence Wealth Services, Inc. 0.04% No change 17,046 $874K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 16,836 $864K
Handelsbanken Fonder AB 0.00% No change 16,753 $859K
SG Americas Securities, LLC 0.00% Add +23.0% 16,157 $829K
State of Wyoming 0.09% New 16,155 $829K
Ensign Peak Advisors, Inc 0.00% Reduce -25.3% 15,943 $818K
State of Michigan Retirement System 0.00% Reduce -1.3% 15,618 $801K
Quantinno Capital Management LP 0.00% Add +13.4% 15,395 $790K
Advisory Services Network, LLC 0.01% Reduce -11.1% 15,300 $785K
Farmers & Merchants Investments Inc. 0.02% Add +0.0% 15,291 $784K
KLP Kapitalforvaltning As 0.00% Add +15.2% 15,200 $780K
Thrivent Financial for Lutherans 0.00% Reduce -2.4% 15,071 $773K
Graham Capital Management, L.P. 0.04% New 15,000 $770K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.2% 14,622 $750K
Hancock Whitney Corp. 0.01% Reduce -61.0% 14,162 $727K
Teacher Retirement System of Texas 0.00% Add +0.0% 14,021 $719K
Vanguard Personalized Indexing Management, LLC 0.01% Add +3.0% 13,873 $712K
ProShare Advisors LLC 0.00% Reduce -15.1% 13,824 $709K
New Mexico Educational Retirement Board 0.02% No change 13,800 $708K
Versor Investments LP 0.13% Add +106.1% 13,600 $698K
Jane Street Group, LLC 0.00% Reduce -95.6% 13,477 $691K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.5% 13,204 $677K
Natixis Advisors, LLC 0.00% Add +23.3% 12,940 $664K
GMO 0.00% Add +12.2% 12,840 $659K
Diligent Investors, LLC 0.16% No change 12,560 $644K
Lazard Asset Management LLC 0.00% Add +4.2% 12,516 $642K
CSS LLC 0.11% Reduce -33.1% 12,417 $637K
First National Trust Co 0.02% No change 12,000 $616K
Pacer Advisors, Inc. 0.00% New 11,913 $611K
Ethic Inc. 0.01% Add +16.4% 11,792 $605K
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.0% 11,651 $603K
Prelude Capital Management, LLC 0.04% Reduce -5.4% 11,174 $573K
Vestcor Inc 0.02% Add +132.9% 10,964 $562K
NorthCrest Asset Manangement, LLC 0.01% Add +1.1% 10,661 $562K
AlphaQuest LLC 0.04% Add +8612.2% 10,716 $550K
Man Group plc 0.00% New 10,266 $527K
Bank of Montreal 0.00% Reduce -3.0% 10,216 $524K
Cerity Partners LLC 0.00% Reduce -6.0% 10,119 $519K
Pictet Asset Management Holding SA 0.00% No change 10,005 $513K
Cetera Investment Advisers 0.00% Add +25.8% 9,615 $493K
Xponance LLC 0.00% Add +0.0% 9,294 $477K
Perigon Wealth Management, LLC 0.01% Add +0.2% 9,018 $463K
Vise Technologies, Inc. 0.02% Reduce -10.9% 8,939 $459K
Choreo, LLC 0.01% New 8,510 $437K
Squarepoint Ops LLC 0.00% Reduce -92.7% 8,447 $433K
Liberty Capital Management, Inc. 0.08% No change 8,356 $429K
Barnett & Company, Inc. 0.32% New 7,950 $408K
Ieq Capital, LLC 0.00% Reduce -45.5% 7,586 $389K
M&T Bank Corp 0.00% Reduce -0.1% 7,487 $384K
Atom Investors LP 0.03% New 7,465 $383K
Gabelli Funds LLC 0.00% No change 7,000 $359K
&partners 0.00% Add +34.4% 6,993 $359K
CIBC Bancorp USA Inc. 0.00% — 6,878 $353K
Kestra Advisory Services, LLC 0.00% Reduce -0.0% 6,755 $347K
National Bank of Canada 0.00% Reduce -1.3% 6,680 $343K
State of Wisconsin Investment Board 0.00% Add +0.5% 6,250 $321K
Callan Family Office, LLC 0.01% Reduce -0.1% 6,011 $308K
Quadrant Capital Group LLC 0.01% Add +2.0% 5,999 $308K
US Bancorp \de 0.00% Add +5.2% 5,896 $302K
Federated Hermes, Inc. 0.00% Reduce -4.3% 5,860 $301K
Tower Research Capital LLC (TRC) 0.01% Reduce -52.9% 5,815 $298K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.8% 5,423 $278K
Kendall Capital Management 0.06% Reduce -2.0% 5,350 $274K
Cwm, LLC 0.00% Reduce -3.2% 5,288 $271K
QRG Capital Management, Inc. 0.00% Reduce -11.5% 5,268 $270K
Mercer Global Advisors Inc. 0.00% Reduce -6.6% 5,248 $269K
Pinnacle Associates Ltd. 0.00% No change 4,890 $251K
Securian Asset Management, Inc. 0.01% Reduce -1.5% 4,875 $250K
Sequoia Financial Advisors, LLC 0.00% Add +0.5% 4,872 $250K
O'shaughnessy Asset Management, LLC 0.00% New 4,824 $247K
Kestra Private Wealth Services, LLC 0.00% Reduce -0.6% 4,739 $243K
Osaic Holdings, Inc. 0.00% Add +1.2% 4,817 $242K
Focus Partners Wealth 0.00% New 4,714 $242K
Shelton Capital Management 0.01% No change 4,574 $235K
Mariner, LLC 0.00% Reduce -34.0% 4,561 $234K
Mackenzie Financial Corp. 0.00% New 4,544 $233K
Wolverine Trading, LLC 0.00% Reduce -11.7% 4,488 $230K
Sterling Capital Management LLC 0.00% Add +153.8% 4,467 $229K
Greenleaf Trust 0.00% New 4,296 $220K
Connable Office Inc. 0.02% New 4,235 $217K
Captrust Financial Advisors 0.00% New 4,213 $216K
Coldstream Capital Management Inc. 0.00% New 4,125 $212K
Burney Co./ 0.01% Reduce -11.7% 4,121 $211K
Public Employees Retirement Association of Colorado 0.00% Reduce -52.3% 4,093 $210K
Crossmark Global Holdings, Inc. 0.00% New 4,022 $206K
Lyell Wealth Management, LP 0.02% New 4,000 $205K
Parallel Advisors, LLC 0.00% Reduce -0.5% 3,301 $169K
Amica Retiree Medical Trust 0.21% No change 3,050 $156K
Westend Capital Management, LLC 0.04% Reduce -1.0% 2,859 $147K
Shell Asset Management Co. 0.01% Reduce -54.5% 2,632 $135K
PNC Financial Services Group, Inc. 0.00% Add +3.1% 2,578 $132K
Whittier Trust Co. 0.00% No change 2,269 $119K
KBC Group NV 0.00% No change 2,276 $117K
Blue Trust, Inc. 0.00% Add +19.5% 2,235 $115K
Covestor Ltd 0.06% Reduce -46.8% 2,159 $111K
MAI Capital Management 0.00% Reduce -5.8% 2,081 $107K
Public Employees Retirement System of Ohio 0.00% Add +6.1% 2,048 $105K
Arax Advisory Partners 0.00% Add +155.3% 1,935 $99K
Group One Trading LLC 0.00% New 1,843 $95K
STRS Ohio 0.00% Reduce -15.0% 1,700 $87K
Hantz Financial Services, Inc. 0.00% Add +137.8% 1,641 $84K
Principal Securities, Inc. 0.00% Add +1.9% 1,586 $81K
GAMMA Investing LLC 0.00% Add +10.8% 1,479 $76K
Rockefeller Capital Management L.P. 0.00% New 1,346 $69K
Steward Partners Investment Advisory, LLC 0.00% Add +8.2% 1,325 $68K
Rise Advisors, LLC 0.02% Add +108.8% 1,274 $65K
UMB Bank, n.a. 0.00% Reduce -1.0% 1,262 $65K
Signaturefd, LLC 0.00% No change 1,195 $61K
Fifth Third Bancorp 0.00% Reduce -0.4% 1,100 $56K
Nomura Asset Management Co. Ltd. 0.00% No change 870 $45K
Capital Advisors, Ltd. LLC 0.01% No change 851 $44K
Bessemer Group Inc. 0.00% Add +7.7% 773 $40K
Private Trust Co. NA 0.00% Reduce -2.6% 753 $39K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% No change 748 $38K
Canada Pension Plan Investment Board 0.00% Reduce -46.1% 700 $36K
Towne Trust Company, N.A 0.01% Reduce -38.0% 654 $34K
Optiver Holding B.V. 0.00% Reduce -17.0% 617 $32K
LRI Investments, LLC 0.00% No change 576 $30K
1620 Investment Advisors, Inc. 0.02% Reduce -73.1% 498 $26K
Smartleaf Asset Management LLC 0.00% Add +565.8% 486 $25K
Assetmark, Inc. 0.00% Reduce -0.2% 467 $24K
NewEdge Advisors, LLC 0.00% No change 440 $23K
EverSource Wealth Advisors, LLC 0.00% Reduce -25.9% 437 $22K
Ancora Advisors LLC 0.00% No change 400 $21K
Harvest Fund Management Co., Ltd 0.00% Reduce -75.6% 391 $20K
Nvwm, LLC 0.00% Reduce -9.9% 380 $19K
Westside Investment Management, Inc. 0.00% Add +100.0% 360 $19K
Jones Financial Companies LLLP 0.00% Add +28.0% 338 $18K
Wealthspire Advisors, LLC 0.00% New 336 $17K
Farther Finance Advisors, LLC 0.00% Add +54.1% 336 $17K
Simplex Trading, LLC 0.00% New 333 $17K
Harbour Investments, Inc. 0.00% New 307 $16K
Essential Partners LLC 0.01% Add +40.3% 296 $15K
IFP Advisors, Inc 0.00% Reduce -15.8% 271 $14K
N.E.W. Advisory Services LLC 0.00% No change 250 $13K
Allworth Financial LP 0.00% Add +18.5% 237 $12K
Caitong International Asset Management Co., Ltd 0.01% New 214 $11K
Rothschild Investment LLC 0.00% No change 200 $10K
Federation des caisses Desjardins du Quebec 0.00% No change 200 $10K
CIBC Private Wealth Group LLC 0.00% Add +23.6% 183 $9K
Rialto Wealth Management, LLC 0.00% Add +1.1% 178 $9K
Cherry Tree Wealth Management, LLC 0.00% No change 165 $8K
SBI Securities Co., Ltd. 0.00% Reduce -3.2% 153 $8K
WPG Advisers, LLC 0.01% No change 152 $8K
Root Financial Partners, LLC 0.00% New 139 $7K
Private Wealth Asset Management, LLC 0.00% No change 123 $6K
Clearstead Advisors, LLC 0.00% No change 123 $6K
Bell Investment Advisors, Inc 0.00% Reduce -19.3% 121 $6K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 121 $6K
Key Financial Inc 0.00% New 113 $6K
WealthCollab, LLC 0.00% No change 111 $6K
Versant Capital Management, Inc 0.00% No change 111 $6K
Northwestern Mutual Wealth Management Co. 0.00% No change 108 $6K
Brown Brothers Harriman & Co. 0.00% New 104 $5K
Physician Wealth Advisors, Inc. 0.00% No change 103 $5K
Curat Global, LLC 0.00% No change 100 $5K
Hemington Wealth Management 0.00% Add +44.3% 114 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 94 $5K
Private Wealth Management Group, LLC 0.00% No change 89 $5K
Barrow Hanley Mewhinney & Strauss LLC 0.00% New 88 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -37.2% 76 $4K
Fortitude Family Office, LLC 0.00% Add +15.6% 74 $4K
Global Retirement Partners, LLC 0.00% No change 68 $3K
Sachetta, LLC 0.00% Add +225.0% 65 $3K
Kilter Group LLC 0.00% No change 59 $3K
Sunbelt Securities, Inc. 0.00% New 54 $3K
Rosenberg Matthew Hamilton 0.00% No change 47 $2K
Parkside Financial Bank & Trust 0.00% No change 40 $2K
Quent Capital, LLC 0.00% New 39 $2K
Prestige Wealth Management Group LLC 0.00% No change 35 $2K
Huntington National Bank 0.00% No change 35 $2K
Bare Financial Services, Inc 0.00% No change 26 $1K
Retirement Wealth Solutions LLC 0.00% New 21 $1K
Binnacle Investments Inc 0.00% New 18 $923
Truvestments Capital LLC 0.00% No change 18 $923
Highline Wealth Partners LLC 0.00% No change 18 $923
Guerra Advisors Inc 0.00% New 15 $770
JPL Wealth Management, LLC 0.00% New 15 $770
SouthState Bank Corp 0.00% No change 15 $770
JFS Wealth Advisors, LLC 0.00% Add +87.5% 15 $770
DiNuzzo Private Wealth, Inc. 0.00% Add +44.4% 13 $650
True Wealth Design, LLC 0.00% Add +20.0% 12 $616
Manchester Capital Management LLC 0.00% New 10 $513
SJS Investment Consulting Inc. 0.00% Add +700.0% 8 $411
HFM Investment Advisors, LLC 0.00% Add +50.0% 6 $308
HM Payson & Co. 0.00% No change 5 $257
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 3 $153
Avion Wealth 0.00% No change 14 $0
Cloud Capital Management, LLC 0.00% New 5 $0

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