TerexTEX
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $214.0M |
| Exits | 36 | $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.