TerexTEX

13F holders, Q4 2025 (December 31)
356holders +25
55new positions
36sold out
10famous investors
$53.47avg. 13F price*

At the end of Q4 2025, 356 institutions reported holding Terex Corp. (TEX) in their 13F filings, up 25 from Q3 2025. 55 opened new positions and 36 sold out. The largest holders were FMR LLC ($481.0M), BlackRock, Inc. ($448.5M) and Vanguard Group Inc. ($347.2M). 10 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions55$214.0M
Exits36$131.2M

All 13F filers, Q3 2025 → Q4 2025: 10,875,336 shares bought and 7,638,673 shares sold, net +3,236,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 356 holders

FMR LLC 0.02% Reduce -8.4% 9,010,527 $481.0M
BlackRock, Inc. 0.01% Reduce -0.3% 8,402,493 $448.5M
Vanguard Group Inc. 0.01% Reduce -0.8% 6,503,578 $347.2M
Dimensional Fund Advisors LP 0.04% Add +2.3% 3,433,991 $183.3M
Fuller & Thaler Asset Management, Inc. 0.52% Reduce -11.0% 2,889,224 $154.2M
Wellington Management Group LLP 0.03% Add +17.9% 2,798,109 $149.4M
State Street Corp. 0.00% Reduce -1.1% 2,396,735 $127.9M
Fisher Asset Management 0.04% Reduce -0.6% 1,968,982 $105.1M
American Century Companies Inc. 0.05% Add +10.6% 1,802,680 $96.2M
Morgan Stanley 0.01% Add +77.2% 1,669,042 $89.1M
Citadel Advisors 0.06% Add +4054.8% 1,654,836 $88.3M
Invesco Ltd. 0.01% Add +1.0% 1,620,342 $86.5M
Geode Capital Management, LLC 0.01% Add +0.4% 1,616,942 $86.3M
Alliancebernstein L.P. 0.02% Add +962.0% 1,336,670 $71.4M
Schonfeld Strategic Advisors LLC 0.35% New 1,307,641 $69.8M
Goldman Sachs Group Inc. 0.01% Add +26.3% 1,114,836 $59.5M
Charles Schwab Investment Management Inc. 0.01% Add +1.2% 1,065,737 $56.9M
Wealth Enhancement Advisory Services, LLC 0.08% Reduce -1.4% 951,598 $55.9M
Victory Capital Management Inc. 0.03% Reduce -3.1% 1,043,636 $55.7M
Nomura Asset Management International Inc. 0.08% — 948,165 $50.6M
Northern Trust Corp. 0.01% Reduce -4.9% 816,547 $43.6M
Bank of New York Mellon Corp 0.01% Reduce -3.6% 665,774 $35.5M
Minneapolis Portfolio Management Group, LLC 3.95% Add +0.3% 649,442 $34.7M
Voloridge Investment Management, LLC 0.12% Add +45.0% 641,525 $34.2M
Norges Bank 0.00% — 633,722 $33.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +2.4% 624,576 $33.3M
Freestone Grove Partners LP 0.20% New 510,232 $27.2M
Two Sigma Investments, LP 0.04% Add +131.1% 480,202 $25.6M
Millennium Management 0.02% Add +1220.7% 434,808 $23.2M
Wells Fargo & Company 0.00% Add +25.8% 434,762 $23.2M
Squarepoint Ops LLC 0.04% Add +4566.3% 394,158 $21.0M
Balyasny Asset Management L.P. 0.04% New 364,385 $19.5M
Bank of America Corp. 0.00% Reduce -22.7% 348,897 $18.6M
JPMorgan Chase & Co. 0.00% Reduce -19.2% 348,321 $18.6M
AQR Capital Management 0.01% Reduce -11.1% 336,419 $18.0M
Walleye Capital LLC 0.10% Add +85.1% 314,190 $16.8M
Jupiter Asset Management Ltd. 0.12% New 289,420 $15.4M
UBS Group AG 0.00% Reduce -71.5% 275,189 $14.7M
Russell Investments Group, Ltd. 0.02% Add +0.4% 261,198 $13.9M
Front Street Capital Management, Inc. 1.81% Reduce -7.4% 238,999 $12.8M
Curated Wealth Partners LLC 1.31% No change 226,922 $12.1M
Adage Capital Partners Gp, L.L.C. 0.02% New 215,000 $11.5M
Rhumbline Advisers 0.01% Reduce -9.0% 198,317 $10.6M
Tema ETFs LLC 0.76% Add +30.9% 182,966 $9.8M
NEOS Investment Management LLC 0.06% Add +30.9% 182,966 $9.8M
Clearbridge Investments, LLC 0.01% Reduce -7.4% 181,283 $9.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.7% 173,825 $9.3M
LSV Asset Management 0.02% Add +48.7% 163,900 $8.7M
Barclays PLC 0.00% Reduce -9.8% 161,705 $8.6M
Brandywine Global Investment Management, LLC 0.06% Reduce -3.5% 160,870 $8.6M
Nuveen, LLC 0.00% Reduce -2.1% 158,278 $8.4M
Nordea Investment Management AB 0.01% Add +0.3% 154,952 $8.3M
Point72 Asset Management 0.01% New 153,115 $8.2M
Cibc World Market Inc. 0.01% New 146,572 $7.8M
Royal Bank of Canada 0.00% Reduce -43.1% 145,925 $7.8M
Principal Financial Group Inc. 0.00% Reduce -3.9% 142,052 $7.6M
Marshall Wace, LLP 0.01% Reduce -18.7% 132,633 $7.1M
Two Sigma Advisers, LP 0.01% Reduce -18.9% 130,800 $7.0M
Capricorn Fund Managers Ltd 1.67% New 130,000 $6.9M
Swiss National Bank 0.00% Add +1.9% 129,500 $6.9M
Verition Fund Management LLC 0.04% Add +153.7% 129,493 $6.9M
Edgestream Partners, L.P. 0.19% Add +145.4% 127,602 $6.8M
CSM Advisors, LLC 0.19% Add +36.6% 127,540 $6.8M
California Public Employees Retirement System 0.00% Reduce -0.3% 126,694 $6.8M
DekaBank Deutsche Girozentrale 0.01% No change 105,363 $6.5M
Segall Bryant & Hamill, LLC 0.09% Add +23.6% 118,609 $6.3M
Retirement Systems of Alabama 0.02% Reduce -0.5% 118,431 $6.3M
Legal & General Group Plc 0.00% Add +0.5% 107,035 $5.7M
Capital Fund Management S.A. 0.05% Add +159.7% 106,379 $5.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +20.1% 105,786 $5.7M
Quantbot Technologies LP 0.18% New 100,565 $5.4M
Advisors Asset Management, Inc. 0.09% Add +10.1% 99,358 $5.3M
Hillsdale Investment Management Inc. 0.14% New 94,700 $5.1M
Scopus Asset Management, L.P. 0.14% Add +130.8% 92,269 $4.9M
SummitTX Capital, L.P. 0.14% New 86,276 $4.6M
Susquehanna International Group, LLP 0.01% Add +109.2% 86,269 $4.6M
Ballast Asset Management, LP 2.09% Reduce -3.2% 83,054 $4.4M
New York State Teachers Retirement System 0.01% Add +7.0% 75,757 $4.0M
Sei Investments Co. 0.00% Reduce -22.3% 72,825 $3.9M
Solas Capital Management, LLC 2.17% New 71,663 $3.8M
Ameriprise Financial Inc. 0.00% Reduce -1.9% 69,921 $3.7M
Holocene Advisors, LP 0.01% Reduce -17.9% 67,381 $3.6M
Boothbay Fund Management, LLC 0.10% Add +145.1% 67,379 $3.6M
MetLife Investment Management, LLC 0.02% Reduce -5.0% 66,802 $3.6M
T. Rowe Price Associates Inc. 0.00% Add +4.3% 64,899 $3.5M
Prudential Financial Inc. 0.00% Reduce -60.6% 63,781 $3.4M
Greenwich Wealth Management LLC 0.15% Reduce -0.2% 62,276 $3.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.9% 62,150 $3.3M
E. Ohman J:or Asset Management AB 0.08% No change 61,727 $3.3M
California State Teachers Retirement System 0.00% Reduce -0.2% 61,636 $3.3M
Deutsche Bank AG 0.00% Add +2.5% 59,186 $3.2M
Baird Financial Group, Inc. 0.00% Reduce -1.2% 58,489 $3.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 57,988 $3.1M
Jump Financial, LLC 0.04% New 55,704 $3.0M
Great Lakes Advisors, LLC 0.02% Add +6.2% 54,629 $2.9M
Graham Capital Management, L.P. 0.14% Add +255.3% 53,302 $2.8M
BW Gestao de Investimentos Ltda. 0.09% New 50,000 $2.7M
State of New Jersey Common Pension Fund D 0.01% Add +11.1% 48,864 $2.6M
Drum Hill Capital, LLC 2.74% Add +0.6% 48,067 $2.6M
GMO 0.01% Add +268.5% 47,311 $2.5M
Comerica Bank 0.01% Add +23.0% 46,780 $2.5M
Creative Planning 0.00% Reduce -3.8% 46,406 $2.5M
Nisa Investment Advisors, LLC 0.01% Reduce -0.7% 43,675 $2.3M
First Trust Advisors LP 0.00% Reduce -89.5% 43,238 $2.3M
Raymond James Financial Inc. 0.00% Reduce -9.7% 42,827 $2.3M
Boussard & Gavaudan Investment Management LLP 0.34% New 41,795 $2.2M
Franklin Resources Inc. 0.00% Reduce -65.6% 41,834 $2.2M
Moran Wealth Management, LLC 0.07% Reduce -6.6% 41,468 $2.2M
Commonwealth Equity Services, LLC 0.00% Add +2.9% 40,313 $2.2M
SG Americas Securities, LLC 0.00% Add +147.8% 40,032 $2.1M
Polymer Capital Management (US) LLC 0.28% Add +33.3% 40,000 $2.1M
CANADA LIFE ASSURANCE Co 0.00% Add +0.8% 39,396 $2.1M
Man Group plc 0.00% Add +254.9% 36,431 $1.9M
Intech Investment Management LLC 0.02% Add +15.9% 36,183 $1.9M
State of Alaska, Department of Revenue 0.02% Reduce -1.3% 36,218 $1.9M
Fieldview Capital Management, LLC 0.32% New 35,559 $1.9M
LPL Financial LLC 0.00% Add +1.7% 35,537 $1.9M
Mork Capital Management, LLC 1.14% No change 35,000 $1.9M
Bridgewater Associates 0.01% New 34,884 $1.9M
Voya Investment Management LLC 0.00% Reduce -0.8% 33,695 $1.8M
Focus Partners Wealth 0.00% Add +595.6% 32,793 $1.8M
Easterly Investment Partners LLC 0.10% Reduce -2.2% 31,488 $1.7M
Denali Advisors LLC 0.19% New 31,353 $1.7M
Amica Mutual Insurance Co. 0.14% No change 30,404 $1.6M
Composition Wealth, LLC 0.02% Add +0.1% 29,810 $1.6M
Janus Henderson Group PLC 0.00% No change 29,600 $1.6M
New York State Common Retirement Fund 0.00% Add +36.8% 28,986 $1.5M
State of Tennessee, Department of Treasury 0.00% Reduce -4.1% 26,188 $1.5M
Cascade Investment Advisors, Inc. 0.87% Add +7.1% 27,675 $1.5M
Amalgamated Bank 0.01% Reduce -4.0% 27,589 $1.5M
Ameritas Investment Partners, Inc. 0.04% Reduce -4.3% 27,492 $1.5M
Mutual of America Capital Management LLC 0.02% Reduce -9.9% 27,301 $1.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.10% Reduce -0.9% 26,550 $1.4M
Cozad Asset Management Inc. 0.11% Reduce -3.0% 25,532 $1.4M
Tudor Investment Corporation 0.01% Reduce -69.7% 24,793 $1.3M
KLP Kapitalforvaltning As 0.00% Add +50.0% 22,800 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +20.9% 22,705 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 22,675 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -2.0% 20,464 $1.2M
BNP Paribas Financial Markets 0.00% Reduce -34.1% 22,606 $1.2M
Secured Retirement Advisors, LLC 0.67% Reduce -5.0% 22,571 $1.2M
Handelsbanken Fonder AB 0.00% Add +28.1% 21,453 $1.1M
Pathstone Holdings, LLC 0.00% Reduce -20.8% 21,144 $1.1M
GAMCO Investors 0.01% No change 21,000 $1.1M
Citigroup Inc. 0.00% Reduce -92.0% 20,790 $1.1M
Neuberger Berman Group LLC 0.00% Reduce -1.6% 20,197 $1.1M
Quantinno Capital Management LP 0.00% Add +30.8% 20,135 $1.1M
Federation des caisses Desjardins du Quebec 0.00% Add +9656.5% 19,513 $1.0M
Greenhaven Associates Inc. 0.02% Reduce -98.7% 19,422 $1.0M
State Board of Administration of Florida Retirement System 0.00% No change 19,124 $1.0M
RPG Investment Advisory, LLC 0.11% New 18,960 $1.0M
Envestnet Asset Management Inc. 0.00% Reduce -27.5% 18,378 $981K
State of Wyoming 0.11% Add +13.7% 18,363 $980K
Arizona State Retirement System 0.01% Reduce -5.6% 18,323 $978K
Brevan Howard Capital Management LP 0.02% New 18,216 $972K
Louisiana State Employees Retirement System 0.02% Reduce -0.6% 18,200 $972K
CenterBook Partners LP 0.05% New 17,501 $934K
Livforsakringsbolaget Skandia, Omsesidigt 0.04% No change 17,100 $913K
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -5.3% 17,093 $912K
Confluence Wealth Services, Inc. 0.04% No change 17,046 $910K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -27.5% 16,796 $897K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -2.5% 16,416 $876K
Magnetar Financial LLC 0.01% New 15,862 $847K
State of Michigan Retirement System 0.00% Reduce -0.6% 15,518 $828K
Farmers & Merchants Investments Inc. 0.02% Add +0.0% 15,294 $816K
Cerity Partners LLC 0.00% Add +47.4% 14,910 $796K
Thrivent Financial for Lutherans 0.00% Reduce -2.0% 14,772 $789K
Aquatic Capital Management LLC 0.02% Reduce -34.3% 14,697 $785K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.4% 14,677 $783K
ProShare Advisors LLC 0.00% Add +4.2% 14,410 $769K
Advisory Services Network, LLC 0.01% Reduce -7.8% 14,100 $753K
New Mexico Educational Retirement Board 0.02% No change 13,800 $737K
IMC-Chicago, LLC 0.01% New 13,380 $714K
Allspring Global Investments Holdings, LLC 0.00% Add +11.3% 12,963 $713K
Gotham Asset Management 0.00% New 13,182 $704K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.8% 13,104 $699K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -8.0% 12,770 $682K
Lazard Asset Management LLC 0.00% No change 12,516 $668K
Axq Capital, LP 0.15% New 12,432 $664K
Aristeia Capital, L.L.C. 0.03% New 12,314 $657K
Diligent Investors, LLC 0.16% Reduce -3.2% 12,160 $649K
First National Trust Co 0.02% No change 12,000 $641K
Natixis Advisors, LLC 0.00% Reduce -8.4% 11,857 $633K
Group One Trading LLC 0.02% Add +528.5% 11,583 $618K
NorthCrest Asset Manangement, LLC 0.01% Add +1.0% 10,769 $608K
Engineers Gate Manager LP 0.01% New 11,219 $599K
Jones Kertz & Associates, Inc. 0.31% — 11,125 $594K
Vestcor Inc 0.02% No change 10,964 $585K
Arrowstreet Capital, Limited Partnership 0.00% New 10,728 $573K
Mirabella Financial Services LLP 0.06% New 10,563 $564K
Bank of Montreal 0.00% Add +0.4% 10,258 $548K
CSS LLC 0.09% Reduce -17.9% 10,197 $544K
Pictet Asset Management Holding SA 0.00% No change 10,005 $534K
Barnett & Company, Inc. 0.41% Add +18.9% 9,450 $504K
AlphaQuest LLC 0.03% Reduce -13.2% 9,300 $496K
Perigon Wealth Management, LLC 0.01% Add +2.5% 9,246 $494K
Prelude Capital Management, LLC 0.03% Reduce -21.7% 8,747 $467K
Xponance LLC 0.00% Reduce -7.1% 8,637 $461K
Cetera Investment Advisers 0.00% Reduce -12.1% 8,451 $451K
Liberty Capital Management, Inc. 0.08% No change 8,356 $446K
Vise Technologies, Inc. 0.01% Reduce -8.2% 8,202 $438K
Pacer Advisors, Inc. 0.00% Reduce -34.1% 7,852 $419K
Teacher Retirement System of Texas 0.00% Reduce -45.8% 7,599 $406K
Kestra Advisory Services, LLC 0.00% Add +4.9% 7,083 $378K
Gabelli Funds LLC 0.00% No change 7,000 $374K
Kestra Private Wealth Services, LLC 0.00% Add +46.9% 6,960 $372K
Ethic Inc. 0.01% Reduce -41.3% 6,920 $369K
&partners 0.00% Reduce -3.1% 6,778 $362K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 6,700 $358K
M&T Bank Corp 0.00% Reduce -13.6% 6,469 $346K
Choreo, LLC 0.00% Reduce -24.7% 6,411 $345K
Quadrant Capital Group LLC 0.01% Add +6.8% 6,407 $342K
Callan Family Office, LLC 0.01% Add +6.4% 6,393 $341K
Sequoia Financial Advisors, LLC 0.00% Add +28.2% 6,246 $333K
Headlands Technologies LLC 0.03% New 6,246 $333K
Mercer Global Advisors Inc. 0.00% Add +18.7% 6,231 $333K
Hancock Whitney Corp. 0.01% Reduce -56.0% 6,226 $332K
Penserra Capital Management LLC 0.00% New 6,078 $324K
ExodusPoint Capital Management, LP 0.00% New 5,913 $316K
Tidal Investments LLC 0.00% New 5,779 $308K
Cwm, LLC 0.00% Add +7.6% 5,690 $304K
US Bancorp \de 0.00% Reduce -5.8% 5,556 $297K
QRG Capital Management, Inc. 0.00% Add +1.1% 5,326 $284K
Federated Hermes, Inc. 0.00% Reduce -10.0% 5,275 $282K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.0% 5,261 $281K
Bayforest Capital Ltd 0.20% New 5,012 $268K
Centiva Capital, LP 0.02% New 5,000 $267K
Ieq Capital, LLC 0.00% Reduce -34.3% 4,981 $266K
Pinnacle Associates Ltd. 0.00% Add +1.0% 4,941 $264K
Securian Asset Management, Inc. 0.01% Reduce -2.0% 4,775 $255K
Ensign Peak Advisors, Inc 0.00% Reduce -70.3% 4,743 $253K
Corient Private Wealth LP 0.00% New 4,692 $250K
XTX Topco Ltd 0.01% New 4,644 $248K
Shelton Capital Management 0.00% No change 4,574 $244K
Occudo Quantitative Strategies LP 0.02% New 4,494 $240K
Janney Montgomery Scott LLC 0.00% New 4,442 $237K
AlphaGrep UK Ltd 0.08% — 4,357 $233K
National Bank of Canada 0.00% Reduce -35.7% 4,295 $229K
Cibc World Markets Corp. 0.00% — 4,268 $228K
Connable Office Inc. 0.02% No change 4,235 $226K
Brooklyn Investment Group 0.01% New 4,166 $225K
Greenleaf Trust 0.00% Reduce -2.1% 4,204 $224K
Captrust Financial Advisors 0.00% Reduce -1.8% 4,139 $221K
Burney Co./ 0.01% No change 4,121 $220K
Bailard, Inc. 0.00% New 4,100 $219K
Public Employees Retirement Association of Colorado 0.00% No change 4,093 $218K
Mackenzie Financial Corp. 0.00% Reduce -11.1% 4,042 $217K
Osaic Holdings, Inc. 0.00% Reduce -16.7% 4,013 $214K
Crossmark Global Holdings, Inc. 0.00% Reduce -1.6% 3,958 $211K
Aviso Wealth Management 0.09% New 3,833 $205K
Sterling Capital Management LLC 0.00% Reduce -15.9% 3,755 $200K
Gilpin Wealth Management, LLC 0.16% — 3,750 $200K
Tower Research Capital LLC (TRC) 0.00% Reduce -39.2% 3,536 $189K
Parallel Advisors, LLC 0.00% Reduce -0.7% 3,277 $175K
Westend Capital Management, LLC 0.04% Reduce -5.2% 2,710 $145K
Canada Pension Plan Investment Board 0.00% Add +285.7% 2,700 $144K
PNC Financial Services Group, Inc. 0.00% Add +1.2% 2,609 $139K
Kemnay Advisory Services Inc. 0.02% New 2,564 $137K
Whittier Trust Co. 0.00% No change 2,269 $133K
KBC Group NV 0.00% No change 2,276 $121K
Public Employees Retirement System of Ohio 0.00% Add +4.0% 2,130 $114K
Blue Trust, Inc. 0.00% Reduce -5.5% 2,111 $113K
MAI Capital Management 0.00% Add +0.7% 2,095 $112K
Covestor Ltd 0.06% Reduce -5.8% 2,033 $108K
Hantz Financial Services, Inc. 0.00% Add +22.7% 2,013 $107K
Rockefeller Capital Management L.P. 0.00% Add +31.7% 1,773 $95K
Quarry LP 0.02% New 1,657 $88K
GAMMA Investing LLC 0.00% Add +8.0% 1,597 $85K
STRS Ohio 0.00% Reduce -11.8% 1,500 $80K
UMB Bank, n.a. 0.00% Add +15.0% 1,451 $77K
Signaturefd, LLC 0.00% Add +5.6% 1,262 $67K
Steward Partners Investment Advisory, LLC 0.00% Reduce -7.5% 1,225 $65K
Fifth Third Bancorp 0.00% Add +4.5% 1,149 $61K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +42.6% 1,067 $57K
Nomura Asset Management Co. Ltd. 0.00% No change 870 $46K
Bessemer Group Inc. 0.00% No change 773 $42K
Private Trust Co. NA 0.00% No change 753 $40K
Jones Financial Companies LLLP 0.00% Add +106.8% 699 $37K
SageView Advisory Group, LLC 0.00% New 691 $37K
Towne Trust Company, N.A 0.01% No change 654 $35K
LRI Investments, LLC 0.00% No change 576 $31K
Smartleaf Asset Management LLC 0.00% Add +0.2% 487 $26K
1620 Investment Advisors, Inc. 0.02% Reduce -6.0% 468 $25K
Optiver Holding B.V. 0.00% Reduce -24.3% 467 $25K
NewEdge Advisors, LLC 0.00% Reduce -0.2% 439 $23K
EverSource Wealth Advisors, LLC 0.00% Reduce -7.1% 406 $22K
CoreCap Advisors, LLC 0.00% New 400 $21K
Ancora Advisors LLC 0.00% No change 400 $21K
Assetmark, Inc. 0.00% Reduce -18.0% 383 $20K
Westside Investment Management, Inc. 0.00% Add +2.8% 370 $20K
CIBC Private Wealth Group LLC 0.00% Add +103.3% 372 $20K
Farther Finance Advisors, LLC 0.00% Add +9.5% 368 $20K
IFP Advisors, Inc 0.00% Add +16.2% 315 $17K
Los Angeles Capital Management LLC 0.00% New 353 $17K
Harbour Investments, Inc. 0.00% Add +0.3% 308 $16K
Eurizon Capital SGR S.p.A. 0.00% — 303 $16K
Clearstead Advisors, LLC 0.00% Add +135.8% 290 $15K
Allworth Financial LP 0.00% Add +5.9% 251 $13K
N.E.W. Advisory Services LLC 0.00% Add +0.4% 251 $13K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Add +138.6% 210 $11K
Essential Partners LLC 0.00% Reduce -29.7% 208 $11K
Sunrise Financial Services, LLC 0.01% — 200 $11K
Danske Bank A/S 0.00% Reduce -99.0% 200 $11K
Rothschild Investment LLC 0.00% Reduce -5.5% 189 $10K
Rialto Wealth Management, LLC 0.00% No change 178 $10K
Global Retirement Partners, LLC 0.00% Add +148.5% 169 $9K
Cherry Tree Wealth Management, LLC 0.00% No change 165 $9K
SBI Securities Co., Ltd. 0.00% No change 153 $8K
Root Financial Partners, LLC 0.00% Add +8.6% 151 $8K
Kilter Group LLC 0.00% Add +120.3% 130 $7K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 121 $7K
Private Wealth Asset Management, LLC 0.00% No change 123 $7K
Bell Investment Advisors, Inc 0.00% No change 121 $6K
Versant Capital Management, Inc 0.00% Add +7.2% 119 $6K
Pinnacle Wealth Planning Services, Inc. 0.00% New 114 $6K
Key Financial Inc 0.00% No change 113 $6K
WealthCollab, LLC 0.00% No change 111 $6K
Physician Wealth Advisors, Inc. 0.00% No change 103 $5K
Curat Global, LLC 0.01% No change 100 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 94 $5K
Private Wealth Management Group, LLC 0.00% No change 89 $5K
Parkside Financial Bank & Trust 0.00% Add +107.5% 83 $4K
Godfrey Financial Associates, Inc. 0.00% — 78 $4K
International Assets Investment Management, LLC 0.00% New 77 $4K
MassMutual Private Wealth & Trust, FSB 0.00% No change 76 $4K
Navalign, LLC 0.00% New 75 $4K
Capital Advisors, Ltd. LLC 0.00% Reduce -89.5% 89 $4K
WPG Advisers, LLC 0.00% Reduce -52.6% 72 $4K
Elyxium Wealth, LLC 0.00% New 71 $4K
Arax Advisory Partners 0.00% Reduce -96.8% 61 $3K
Keating Financial Advisory Services, Inc. 0.00% — 59 $3K
JFS Wealth Advisors, LLC 0.00% Add +273.3% 56 $3K
Sunbelt Securities, Inc. 0.00% No change 54 $3K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -53.7% 50 $3K
Rosenberg Matthew Hamilton 0.00% No change 47 $2K
Torren Management, LLC 0.00% — 41 $2K
Fortitude Family Office, LLC 0.00% Reduce -50.0% 37 $2K
Bare Financial Services, Inc 0.00% Add +38.5% 36 $2K
Prestige Wealth Management Group LLC 0.00% No change 35 $2K
Huntington National Bank 0.00% No change 35 $2K
Retirement Wealth Solutions LLC 0.00% Add +61.9% 34 $2K
Basecamp Wealth Advisors LLC 0.00% — 31 $2K
Quent Capital, LLC 0.00% Reduce -23.1% 30 $2K
Manchester Capital Management LLC 0.00% Add +140.0% 24 $1K
Atlantic Private Wealth, LLC 0.00% New 20 $1K
Sachetta, LLC 0.00% Reduce -69.2% 20 $1K
Truvestments Capital LLC 0.00% No change 18 $961
Advocate Investing Services LLC 0.00% — 13 $694
DiNuzzo Private Wealth, Inc. 0.00% No change 13 $694
True Wealth Design, LLC 0.00% Reduce -16.7% 10 $534
Bay Harbor Wealth Management, LLC 0.00% Add +200.0% 9 $480
HFM Investment Advisors, LLC 0.00% Reduce -16.7% 5 $267
HM Payson & Co. 0.00% No change 5 $267
SJS Investment Consulting Inc. 0.00% Reduce -37.5% 5 $267
Dunhill Financial, LLC 0.00% New 1 $71
Avion Wealth 0.00% No change 14 $0

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