TerexTEX

13F holders, Q1 2026 (March 31)
473holders +117
154new positions
38sold out
13famous investors
$58.95avg. 13F price*

At the end of Q1 2026, 473 institutions reported holding Terex Corp. (TEX) in their 13F filings, up 117 from Q4 2025. 154 opened new positions and 38 sold out. The largest holders were FMR LLC ($1.0B), BlackRock, Inc. ($829.4M) and Vanguard Portfolio Management LLC ($343.5M). 13 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions154$572.4M
Exits38$103.4M

All 13F filers, Q4 2025 → Q1 2026: 42,970,988 shares bought and 7,148,203 shares sold, net +35,822,785 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 473 holders

FMR LLC 0.05% Add +89.3% 17,053,480 $1.0B
BlackRock, Inc. 0.01% Add +67.0% 14,034,517 $829.4M
Vanguard Portfolio Management LLC 0.02% — 5,812,653 $343.5M
Vanguard Capital Management LLC 0.01% — 5,085,548 $300.6M
Dimensional Fund Advisors LP 0.05% Add +29.4% 4,442,435 $262.5M
State Street Corp. 0.01% Add +71.8% 4,117,381 $243.3M
Wellington Management Group LLP 0.04% Add +34.0% 3,748,444 $221.5M
Geode Capital Management, LLC 0.01% Add +77.2% 2,864,915 $169.3M
American Century Companies Inc. 0.08% Add +48.4% 2,674,449 $158.1M
Citadel Advisors 0.10% Add +47.0% 2,432,785 $143.8M
Alliancebernstein L.P. 0.04% Add +59.2% 2,128,395 $113.6M
Fisher Asset Management 0.04% Reduce -3.7% 1,895,294 $112.0M
Massachusetts Financial Services Co. 0.04% New 1,774,448 $104.9M
Charles Schwab Investment Management Inc. 0.01% Add +51.1% 1,610,820 $95.2M
Fuller & Thaler Asset Management, Inc. 0.30% Reduce -48.5% 1,488,426 $88.0M
Balyasny Asset Management L.P. 0.18% Add +305.9% 1,478,986 $87.4M
Northern Trust Corp. 0.01% Add +70.7% 1,393,711 $82.4M
Goldman Sachs Group Inc. 0.01% Add +21.8% 1,357,363 $80.2M
Arrowstreet Capital, Limited Partnership 0.04% Add +11448.5% 1,238,924 $73.2M
Morgan Stanley 0.00% Reduce -27.4% 1,211,306 $71.6M
Nomura Asset Management International Inc. 0.11% Add +17.1% 1,110,253 $65.6M
Capital Research Global Investors 0.01% New 1,104,471 $65.3M
Invesco Ltd. 0.01% Reduce -32.1% 1,099,479 $65.0M
Freestone Grove Partners LP 0.45% Add +107.8% 1,060,317 $62.7M
Victory Capital Management Inc. 0.04% Reduce -0.3% 1,039,940 $61.5M
Bank of New York Mellon Corp 0.01% Add +40.3% 934,045 $55.2M
William Blair Investment Management, LLC 0.17% New 853,618 $50.4M
Segall Bryant & Hamill, LLC 0.68% Add +576.6% 802,573 $47.4M
Vanguard Fiduciary Trust Co. 0.01% — 759,237 $44.9M
Schonfeld Strategic Advisors LLC 0.35% Reduce -45.4% 713,943 $42.2M
Two Sigma Investments, LP 0.04% Add +45.1% 696,657 $41.2M
Millennium Management 0.03% Add +56.0% 678,259 $40.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +5.7% 660,201 $39.0M
Cooper Creek Partners Management LLC 1.88% New 659,769 $39.0M
Minneapolis Portfolio Management Group, LLC 4.06% Reduce -0.4% 646,798 $38.2M
Driehaus Capital Management LLC 0.28% New 642,423 $38.0M
Holocene Advisors, LP 0.09% Add +829.2% 626,123 $37.0M
Point72 Asset Management 0.07% Add +305.6% 620,972 $36.7M
Nuveen, LLC 0.01% Add +272.6% 589,779 $34.9M
UBS Group AG 0.01% Add +112.3% 584,137 $34.5M
Kennedy Capital Management LLC 0.72% New 577,450 $34.1M
JPMorgan Chase & Co. 0.00% Add +71.9% 598,675 $32.8M
AQR Capital Management 0.01% Add +62.7% 547,385 $31.4M
Wells Fargo & Company 0.01% Add +13.6% 493,911 $29.2M
Bank of America Corp. 0.00% Add +33.9% 467,017 $27.6M
Bragg Financial Advisors, Inc 0.80% New 430,540 $25.4M
Principal Financial Group Inc. 0.01% Add +183.0% 402,045 $23.8M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -56.2% 416,919 $23.7M
Voya Investment Management LLC 0.03% Add +1030.0% 380,768 $22.5M
Rhumbline Advisers 0.02% Add +73.0% 343,045 $20.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +62.5% 282,446 $16.7M
SG Americas Securities, LLC 0.02% Add +586.0% 274,621 $16.2M
Voloridge Investment Management, LLC 0.06% Reduce -59.5% 259,913 $15.4M
Jennison Associates LLC 0.01% New 242,558 $14.3M
CSM Advisors, LLC 0.34% Add +84.8% 235,758 $13.9M
Curated Wealth Partners LLC 1.69% No change 226,922 $13.4M
Swiss National Bank 0.01% Add +73.3% 224,462 $13.3M
Front Street Capital Management, Inc. 1.74% Reduce -7.0% 222,144 $13.1M
Tidal Investments LLC 0.04% Add +3553.7% 211,147 $12.5M
California Public Employees Retirement System 0.01% Add +62.8% 206,212 $12.2M
Verition Fund Management LLC 0.12% Add +55.0% 200,714 $11.9M
Tema ETFs LLC 0.79% Add +8.8% 198,969 $11.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +86.1% 196,911 $11.6M
Sei Investments Co. 0.01% Add +166.8% 194,327 $11.5M
Ceredex Value Advisors LLC 0.35% New 188,700 $11.2M
Raymond James Financial Inc. 0.00% Add +323.3% 181,272 $10.7M
Clearbridge Investments, LLC 0.01% Reduce -2.9% 176,114 $10.4M
Royal Bank of Canada 0.00% Add +19.1% 173,726 $10.3M
D. E. Shaw & Co. 0.01% New 171,056 $10.1M
Walleye Capital LLC 0.07% Reduce -46.6% 167,807 $9.9M
Legal & General Group Plc 0.00% Add +54.8% 165,732 $9.8M
Cambria Investment Management, L.P. 0.54% New 163,364 $9.7M
Ameriprise Financial Inc. 0.00% Add +131.4% 161,831 $9.6M
New York State Common Retirement Fund 0.01% Add +405.5% 146,521 $8.7M
Retirement Systems of Alabama 0.03% Add +17.7% 139,390 $8.2M
California State Teachers Retirement System 0.01% Add +112.7% 131,086 $7.7M
T. Rowe Price Associates Inc. 0.00% Add +100.9% 130,365 $7.7M
Natixis 0.03% New 124,995 $7.4M
Gotham Asset Management 0.02% Add +835.4% 123,306 $7.3M
Qube Research & Technologies Ltd 0.01% New 121,684 $7.2M
Renaissance Technologies 0.01% New 118,891 $7.0M
MetLife Investment Management, LLC 0.03% Add +72.6% 115,303 $6.8M
Franklin Resources Inc. 0.00% Add +171.5% 113,565 $6.7M
Great Lakes Advisors, LLC 0.06% Add +107.1% 113,128 $6.7M
Penn Capital Management Company, LLC 0.51% New 112,291 $6.6M
Deutsche Bank AG 0.00% Add +85.2% 109,638 $6.5M
Next Century Growth Investors LLC 0.47% New 109,002 $6.4M
Y-Intercept (Hong Kong) Ltd 0.12% New 108,944 $6.4M
Speece Thorson Capital Group Inc. 1.46% New 108,700 $6.4M
Alpine Associates Management Inc. 0.37% New 107,432 $6.3M
Advisors Asset Management, Inc. 0.10% Add +7.3% 106,587 $6.3M
Manufacturers Life Insurance Company, The 0.01% Add +69.4% 105,270 $6.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% — 103,328 $6.1M
DekaBank Deutsche Girozentrale 0.01% No change 105,363 $6.1M
Hillsdale Investment Management Inc. 0.16% Add +5.7% 100,140 $5.9M
Wolf Hill Capital Management, LP 0.84% New 100,000 $5.9M
Phocas Financial Corp. 0.92% New 99,654 $5.9M
Capital Fund Management S.A. 0.05% Reduce -10.4% 95,329 $5.6M
Barclays PLC 0.00% Reduce -41.4% 94,716 $5.6M
New York State Teachers Retirement System 0.01% Add +24.0% 93,952 $5.6M
Creative Planning 0.00% Add +101.0% 93,269 $5.5M
Allianz Asset Management GmbH 0.01% New 92,730 $5.5M
Ballast Asset Management, LP 2.24% Add +2.5% 85,144 $5.0M
Russell Investments Group, Ltd. 0.01% Reduce -68.3% 82,808 $4.9M
Hudson Bay Capital Management LP 0.03% New 80,892 $4.8M
Moody Aldrich Partners LLC 0.86% New 80,253 $4.7M
Lazard Asset Management LLC 0.01% Add +533.4% 79,279 $4.7M
Schroder Investment Management Group 0.00% New 84,317 $4.6M
Castleark Management LLC 0.15% New 75,290 $4.4M
E. Ohman J:or Asset Management AB 0.11% Add +14.5% 70,705 $4.2M
CANADA LIFE ASSURANCE Co 0.01% Add +76.2% 69,405 $4.1M
Teachers Retirement System of the State of Kentucky 0.03% Add +188.0% 65,308 $3.9M
Fagan Associates, Inc. 0.52% New 63,540 $3.8M
Prudential Financial Inc. 0.00% Reduce -2.2% 62,369 $3.7M
Greenwich Wealth Management LLC 0.15% Add +0.0% 62,282 $3.7M
GMO 0.01% Add +30.1% 61,571 $3.6M
Envestnet Asset Management Inc. 0.00% Add +216.6% 58,187 $3.4M
Intech Investment Management LLC 0.03% Add +59.8% 57,833 $3.4M
Baird Financial Group, Inc. 0.01% Reduce -1.7% 57,496 $3.4M
Twinbeech Capital LP 0.34% New 56,000 $3.3M
Ieq Capital, LLC 0.01% Add +992.7% 54,427 $3.2M
O'shaughnessy Asset Management, LLC 0.02% New 52,276 $3.1M
Hancock Whitney Corp. 0.05% Add +695.3% 49,516 $3.1M
SMA Capital LLC 1.33% New 52,101 $3.1M
Algert Global LLC 0.05% New 50,841 $3.0M
HRT Financial LP 0.01% New 50,743 $3.0M
Janus Henderson Group PLC 0.00% Add +71.1% 50,651 $3.0M
BW Gestao de Investimentos Ltda. 0.13% No change 50,000 $3.0M
LPL Financial LLC 0.00% Add +40.0% 49,745 $2.9M
Commonwealth Equity Services, LLC 0.00% Add +23.1% 49,643 $2.9M
Amalgamated Bank 0.02% Add +78.0% 49,104 $2.9M
Drum Hill Capital, LLC 2.72% Add +1.3% 48,666 $2.9M
First Trust Advisors LP 0.00% Add +10.7% 47,882 $2.8M
Fifth Third Bancorp 0.01% Add +3954.8% 46,590 $2.8M
Vanguard Global Advisers, LLC 0.00% — 46,310 $2.7M
Silvercrest Asset Management Group LLC 0.02% New 46,068 $2.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +102.5% 45,977 $2.7M
Moran Wealth Management, LLC 0.08% Add +9.9% 45,564 $2.7M
Squarepoint Ops LLC 0.01% Reduce -88.6% 44,901 $2.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +558.2% 44,100 $2.6M
State of Alaska, Department of Revenue 0.03% Add +21.5% 43,996 $2.6M
Capricorn Fund Managers Ltd 0.40% Reduce -66.2% 43,910 $2.6M
Mutual of America Capital Management LLC 0.03% Add +59.6% 43,572 $2.6M
State of New Jersey Common Pension Fund D 0.01% Reduce -11.3% 43,323 $2.6M
Nisa Investment Advisors, LLC 0.01% Reduce -4.0% 41,942 $2.5M
Ameritas Investment Partners, Inc. 0.07% Add +46.2% 40,203 $2.4M
Susquehanna International Group, LLP 0.00% Reduce -54.0% 39,681 $2.3M
Elo Mutual Pension Insurance Co 0.04% New 36,989 $2.2M
Dynamic Technology Lab Private Ltd 0.35% New 36,436 $2.2M
Advisory Research Inc. 0.25% New 35,023 $2.1M
Mork Capital Management, LLC 1.47% No change 35,000 $2.1M
Polymer Capital Management (US) LLC 0.31% Reduce -12.5% 35,000 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +558.1% 34,625 $2.0M
Voleon Capital Management LP 0.04% New 34,366 $2.0M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -42.0% 33,649 $2.0M
Yousif Capital Management, LLC 0.02% Add +64.2% 33,602 $2.0M
Tudor Investment Corporation 0.01% Add +34.8% 33,432 $2.0M
Focus Partners Wealth 0.00% Add +1.9% 33,413 $2.0M
Scopus Asset Management, L.P. 0.06% Reduce -64.1% 33,139 $2.0M
Louisiana State Employees Retirement System 0.03% Add +81.3% 33,000 $2.0M
BNP Paribas Financial Markets 0.00% Add +43.2% 32,376 $1.9M
Arizona State Retirement System 0.01% Add +70.1% 31,163 $1.8M
Pathstone Holdings, LLC 0.01% Add +46.5% 30,973 $1.8M
Amica Mutual Insurance Co. 0.15% No change 30,404 $1.8M
Police & Firemen's Retirement System of New Jersey 0.02% Add +77.8% 30,397 $1.8M
Citigroup Inc. 0.00% Add +46.0% 30,348 $1.8M
Composition Wealth, LLC 0.02% No change 29,810 $1.8M
Gallo Partners, LP 3.26% New 28,865 $1.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +73.5% 28,488 $1.7M
Vanguard Investments Australia, Ltd. 0.00% — 28,263 $1.7M
Vestcor Inc 0.05% Add +157.0% 28,175 $1.7M
Cerity Partners LLC 0.00% Add +88.4% 28,096 $1.7M
State Board of Administration of Florida Retirement System 0.00% Add +46.4% 28,005 $1.7M
Cascade Investment Advisors, Inc. 0.97% Add +0.6% 27,835 $1.6M
Ritholtz Wealth Management 0.03% New 27,422 $1.6M
State of Michigan Retirement System 0.01% Add +76.0% 27,318 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Add +36.8% 26,697 $1.6M
Quantinno Capital Management LP 0.00% Add +32.2% 26,612 $1.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.12% Add +0.2% 26,603 $1.6M
RPG Investment Advisory, LLC 0.19% Add +39.3% 26,405 $1.6M
Cwm, LLC 0.00% Add +361.3% 26,245 $1.6M
State of Tennessee, Department of Treasury 0.01% No change 26,188 $1.5M
Bridgeway Capital Management, LLC 0.03% New 26,000 $1.5M
Thrivent Financial for Lutherans 0.00% Add +73.4% 25,617 $1.5M
Moody National Bank Trust Division 0.14% New 25,588 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +73.5% 25,472 $1.5M
KLP Kapitalforvaltning As 0.01% Add +9.5% 24,976 $1.5M
Picton Mahoney Asset Management 0.02% New 24,586 $1.5M
Nautilus Advisors LLC 0.99% New 24,522 $1.4M
Man Group plc 0.00% Reduce -34.1% 24,017 $1.4M
New Mexico Educational Retirement Board 0.04% Add +72.5% 23,800 $1.4M
State of Wisconsin Investment Board 0.00% New 23,649 $1.4M
Oregon Public Employees Retirement Fund 0.02% Add +77.8% 23,304 $1.4M
Cozad Asset Management Inc. 0.11% Reduce -10.2% 22,925 $1.4M
Secured Retirement Advisors, LLC 0.74% Reduce -2.0% 22,118 $1.3M
Osaic Holdings, Inc. 0.00% Add +438.7% 21,618 $1.3M
Handelsbanken Fonder AB 0.00% No change 21,453 $1.3M
Glenmede Trust Co. NA 0.01% New 21,394 $1.3M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +26.2% 21,199 $1.3M
Cetera Investment Advisers 0.00% Add +147.8% 20,938 $1.2M
ProShare Advisors LLC 0.00% Add +44.5% 20,815 $1.2M
Easterly Investment Partners LLC 0.09% Reduce -33.4% 20,974 $1.2M
Brevan Howard Capital Management LP 0.01% Add +12.6% 20,504 $1.2M
Mariner, LLC 0.00% New 20,474 $1.2M
GAMCO Investors 0.01% Reduce -3.8% 20,200 $1.2M
Aquatic Capital Management LLC 0.03% Add +37.0% 20,140 $1.2M
Pinnacle Associates Ltd. 0.02% Add +302.2% 19,871 $1.2M
Verdence Capital Advisors LLC 0.07% New 19,483 $1.2M
Mercer Global Advisors Inc. 0.00% Add +208.6% 19,227 $1.1M
Toth Financial Advisory Corp. 0.12% New 19,096 $1.1M
Vestmark Advisory Solutions, Inc. 0.01% New 19,027 $1.1M
Livforsakringsbolaget Skandia, Omsesidigt 0.04% Add +9.9% 18,800 $1.1M
Credit Agricole S A 0.00% New 18,637 $1.1M
Graham Capital Management, L.P. 0.05% Reduce -65.4% 18,450 $1.1M
Neuberger Berman Group LLC 0.00% Reduce -8.8% 18,430 $1.1M
STRS Ohio 0.00% Add +1124.7% 18,371 $1.1M
Hanseatic Management Services Inc. 1.03% — 18,268 $1.1M
Pictet Asset Management Holding SA 0.00% Add +81.0% 18,107 $1.1M
Maverick Capital 0.01% New 16,845 $996K
Xponance LLC 0.01% Add +89.9% 16,405 $970K
Confluence Wealth Services, Inc. 0.04% Reduce -3.9% 16,381 $968K
Allstate Corp. 0.01% New 16,360 $967K
Advisory Services Network, LLC 0.01% Add +15.7% 16,315 $964K
Bank of Montreal 0.00% Add +59.0% 16,306 $964K
Public Sector Pension Investment Board 0.00% New 16,227 $959K
Pinnacle Financial Partners, Inc. 0.01% New 15,683 $927K
HighTower Advisors, LLC 0.00% New 15,564 $920K
Vanguard Personalized Indexing Management, LLC 0.01% Add +20.6% 15,396 $910K
Vident Advisory, LLC 0.01% New 15,223 $900K
Captrust Financial Advisors 0.00% Add +266.8% 15,180 $897K
OMERS ADMINISTRATION Corp 0.01% New 15,043 $889K
Allspring Global Investments Holdings, LLC 0.00% Add +11.7% 14,473 $872K
Natixis Advisors, LLC 0.00% Add +21.5% 14,410 $852K
Farmers & Merchants Investments Inc. 0.02% Reduce -6.4% 14,316 $846K
Virtue Capital Management, LLC 0.13% New 15,086 $828K
Integrated Quantitative Investments LLC 0.15% New 13,678 $808K
Legato Capital Management LLC 0.07% New 13,678 $808K
Westover Capital Advisors, LLC 0.15% New 13,404 $792K
Alyeska Investment Group, L.P. 0.00% New 13,381 $791K
Sierra Summit Advisors LLC 0.11% New 13,183 $779K
Pacer Advisors, Inc. 0.00% Add +67.9% 13,183 $779K
Boothbay Fund Management, LLC 0.02% Reduce -80.5% 13,175 $779K
NorthCrest Asset Manangement, LLC 0.02% Add +17.0% 12,600 $737K
MorganRosel Wealth Management, LLC 0.29% New 12,323 $728K
Diligent Investors, LLC 0.18% No change 12,160 $719K
First National Trust Co 0.02% No change 12,000 $709K
Aristeia Capital, L.L.C. 0.03% Reduce -6.0% 11,576 $684K
Jones Financial Companies LLLP 0.00% Add +1611.6% 11,964 $675K
Jones Kertz & Associates, Inc. 0.35% Reduce -0.8% 11,035 $652K
Koss-Olinger Consulting, LLC 0.05% New 11,023 $651K
Perpetual Ltd 0.01% New 10,926 $646K
Greenhaven Associates Inc. 0.01% Reduce -43.8% 10,922 $645K
Federated Hermes, Inc. 0.00% Add +99.6% 10,530 $622K
WINTON GROUP Ltd 0.02% New 10,500 $621K
Gabelli Funds LLC 0.00% Add +49.9% 10,490 $620K
Perigon Wealth Management, LLC 0.01% Add +12.3% 10,384 $614K
Tower Research Capital LLC (TRC) 0.02% Add +192.0% 10,324 $610K
Walleye Trading LLC 0.01% New 9,960 $589K
Navellier & Associates Inc. 0.06% New 9,913 $586K
US Bancorp \de 0.00% Add +76.2% 9,792 $579K
CIBC Bancorp USA Inc. 0.00% — 9,773 $578K
Swiss Life Asset Management Ltd 0.00% New 9,478 $560K
Barnett & Company, Inc. 0.43% No change 9,450 $558K
Public Employees Retirement Association of Colorado 0.00% Add +129.9% 9,409 $556K
HSBC Holdings PLC 0.00% New 9,253 $547K
Hennion & Walsh Asset Management, Inc. 0.02% New 9,088 $537K
Ethic Inc. 0.01% Add +29.2% 8,942 $528K
Exit Wealth Advisors, LLC. 0.26% New 8,626 $510K
Securian Asset Management, Inc. 0.02% Add +75.5% 8,380 $495K
Bridgewater Associates 0.00% Reduce -77.1% 7,976 $471K
Corient IA LP 0.44% New 7,915 $468K
Brooklyn Investment Group 0.01% Add +89.1% 7,878 $466K
QRG Capital Management, Inc. 0.00% Add +43.4% 7,639 $451K
M&T Bank Corp 0.00% Add +16.5% 7,539 $446K
Aigen Investment Management, LP 0.11% New 7,426 $439K
Vise Technologies, Inc. 0.01% No change 8,202 $438K
Kestra Advisory Services, LLC 0.00% Add +4.0% 7,369 $436K
Pallas Capital Advisors LLC 0.02% New 7,211 $426K
RD Lewis Holdings, Inc. 0.36% New 6,477 $417K
State of Wyoming 0.05% Reduce -62.0% 6,987 $413K
Kestra Private Wealth Services, LLC 0.01% Add +0.3% 6,980 $413K
DNB Asset Management AS 0.00% New 6,963 $412K
Planning Center, Inc. 0.04% New 6,869 $406K
Mission Wealth Management, LP 0.01% New 6,818 $403K
&partners 0.00% Reduce -0.6% 6,739 $398K
Oxford Wealth Group, LLC 0.21% New 6,602 $390K
Vontobel Holding Ltd. 0.00% New 6,508 $385K
Quadrant Capital Group LLC 0.01% Add +0.5% 6,437 $380K
Systematic Alpha Investments, LLC 0.01% New 6,375 $377K
Merit Financial Group, LLC 0.00% New 6,121 $362K
Callan Family Office, LLC 0.01% Reduce -5.0% 6,070 $359K
Pinnacle Wealth Management Advisory Group, LLC 0.02% New 6,069 $359K
Shelton Capital Management 0.01% Add +29.1% 5,903 $349K
Atria Investments, Inc 0.00% New 5,899 $349K
AlphaGrep UK Ltd 0.10% Add +32.8% 5,788 $342K
Sequoia Financial Advisors, LLC 0.00% Reduce -13.2% 5,423 $321K
Fieldview Capital Management, LLC 0.09% Reduce -84.8% 5,415 $320K
National Bank of Canada 0.00% Add +25.9% 5,406 $320K
Empowered Funds, LLC 0.00% New 5,324 $315K
Abacus Wealth Partners, LLC 0.03% New 5,269 $311K
Concentric Capital Strategies, LP 0.03% New 5,068 $300K
Brighton Jones LLC 0.01% New 4,964 $293K
Optivise Advisory Services LLC 0.18% New 4,950 $293K
Armistice Capital, LLC 0.01% New 4,934 $292K
United Capital Financial Advisors, LLC 0.00% New 4,924 $291K
Choreo, LLC 0.00% Reduce -24.1% 4,866 $288K
Contravisory Investment Management, Inc. 0.06% New 4,800 $284K
Caprock Group, LLC 0.01% New 4,772 $282K
Abel Hall, LLC 0.06% New 4,767 $282K
Ensign Peak Advisors, Inc 0.00% No change 4,743 $280K
GW Henssler & Associates Ltd. 0.01% New 4,616 $273K
Persium Advisors, LLC 0.21% New 4,605 $272K
Resonant Capital Advisors, LLC 0.01% New 4,552 $269K
Orion Porfolio Solutions, LLC 0.00% New 4,419 $261K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 4,383 $259K
Independent Financial Group, LLC 0.01% New 4,363 $258K
D.A. Davidson & Co. 0.00% New 4,354 $257K
Mirabella Financial Services LLP 0.03% Reduce -59.2% 4,309 $255K
DRW Securities, LLC 0.01% New 4,281 $253K
Greenleaf Trust 0.00% Add +1.4% 4,261 $252K
Blue Chip Partners, LLC 0.02% New 4,232 $250K
Crossmark Global Holdings, Inc. 0.00% Add +6.0% 4,194 $248K
PNC Financial Services Group, Inc. 0.00% Add +56.5% 4,082 $241K
Profund Advisors LLC 0.01% New 4,073 $241K
Integrated Wealth Concepts LLC 0.00% New 4,007 $237K
Brucke Financial, Inc. 0.12% New 3,958 $234K
Amundi 0.00% New 3,958 $234K
Guggenheim Capital LLC 0.00% New 3,943 $233K
KBC Group NV 0.00% Add +73.5% 3,950 $233K
XTX Topco Ltd 0.00% Reduce -15.9% 3,904 $231K
Gilpin Wealth Management, LLC 0.18% No change 3,750 $222K
Corient Private Wealth LP 0.00% Reduce -20.8% 3,716 $220K
Janney Montgomery Scott LLC 0.00% Reduce -16.4% 3,712 $219K
IMC-Chicago, LLC 0.00% Reduce -72.4% 3,688 $218K
Parallel Advisors, LLC 0.00% Add +12.4% 3,684 $218K
Praxis Investment Management Inc. 0.01% New 3,663 $216K
Ballentine Partners, LLC 0.00% New 3,635 $215K
Equitable Trust Co. 0.01% New 3,586 $212K
Measured Wealth Private Client Group, LLC 0.06% New 3,578 $211K
Principle Wealth Partners LLC 0.01% New 3,571 $211K
Brown Advisory Inc. 0.00% New 3,532 $209K
Parr McKnight Wealth Management Group, LLC 0.03% New 3,515 $208K
Curi Capital, LLC 0.00% New 3,455 $204K
Keybank National Association 0.00% New 3,420 $202K
Bessemer Group Inc. 0.00% Add +344.0% 3,432 $202K
Delta Capital Management LLC 0.11% New 3,390 $200K
Hantz Financial Services, Inc. 0.00% Add +63.9% 3,300 $195K
Westend Capital Management, LLC 0.05% No change 2,710 $160K
Exchange Traded Concepts, LLC 0.00% New 2,710 $160K
Horizon Investments, LLC 0.00% New 2,666 $158K
Public Employees Retirement System of Ohio 0.00% Add +21.4% 2,585 $153K
Harvest Fund Management Co., Ltd 0.01% New 2,509 $148K
Sterling Capital Management LLC 0.00% Reduce -34.4% 2,465 $146K
MAI Capital Management 0.00% Add +11.2% 2,329 $138K
Whittier Trust Co. 0.00% No change 2,269 $135K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +113.6% 2,279 $135K
Rockefeller Capital Management L.P. 0.00% Add +26.2% 2,238 $132K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +1849.1% 2,222 $131K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 2,169 $128K
GAMMA Investing LLC 0.01% Add +33.3% 2,129 $126K
Quarry LP 0.03% Add +26.6% 2,098 $124K
IFP Advisors, Inc 0.00% Add +535.2% 2,001 $118K
UMB Bank, n.a. 0.00% Add +13.8% 1,651 $98K
Blue Trust, Inc. 0.00% Reduce -22.2% 1,643 $97K
Group One Trading LLC 0.00% Reduce -86.4% 1,579 $93K
Kemnay Advisory Services Inc. 0.01% Reduce -39.6% 1,548 $91K
Smartleaf Asset Management LLC 0.00% Add +221.8% 1,567 $86K
Signaturefd, LLC 0.00% Add +13.2% 1,429 $84K
RiverPark Advisors, LLC 0.04% New 1,350 $80K
Steward Partners Investment Advisory, LLC 0.00% No change 1,225 $72K
Covestor Ltd 0.05% Reduce -40.4% 1,211 $72K
Farther Finance Advisors, LLC 0.00% Add +212.8% 1,151 $69K
EverSource Wealth Advisors, LLC 0.00% Add +170.9% 1,100 $65K
Employees Retirement System of Texas 0.00% New 1,067 $63K
McIlrath & Eck, LLC 0.00% New 909 $54K
Nomura Asset Management Co. Ltd. 0.00% No change 870 $51K
Harbor Capital Advisors, Inc. 0.00% New 860 $51K
Capital Advisors, Ltd. LLC 0.01% Add +856.2% 851 $50K
Cassaday & Co Wealth Management LLC 0.00% New 802 $47K
Optiver Holding B.V. 0.00% Add +67.5% 782 $46K
Allworth Financial LP 0.00% Add +207.6% 772 $46K
Private Trust Co. NA 0.00% No change 753 $45K
Community Financial Services Group, LLC 0.01% New 650 $39K
Towne Trust Company, N.A 0.01% No change 654 $39K
McGuire Capital Advisors Inc. 0.02% New 570 $34K
Los Angeles Capital Management LLC 0.00% Add +60.9% 568 $34K
Essential Partners LLC 0.01% Add +171.2% 564 $33K
Versant Capital Management, Inc 0.00% Add +334.4% 517 $31K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +299.2% 483 $29K
1620 Investment Advisors, Inc. 0.02% No change 468 $28K
Assetmark, Inc. 0.00% Add +14.9% 440 $26K
Ancora Advisors LLC 0.00% No change 400 $24K
Rothschild Investment LLC 0.00% Add +103.2% 384 $23K
Virginia Estate & Retirement Planning Advisors Inc. 0.04% — 108 $23K
LRI Investments, LLC 0.00% Reduce -34.0% 380 $22K
Arax Advisory Partners 0.00% Add +518.0% 377 $22K
Bayforest Capital Ltd 0.02% Reduce -92.6% 372 $22K
Fortitude Family Office, LLC 0.00% Add +900.0% 370 $22K
Westside Investment Management, Inc. 0.00% No change 370 $22K
Destiny Wealth Partners, LLC 0.00% New 360 $21K
Ameritas Advisory Services, LLC 0.00% New 350 $21K
WealthCollab, LLC 0.01% Add +189.2% 321 $19K
Kilter Group LLC 0.01% Add +95.4% 254 $15K
N.E.W. Advisory Services LLC 0.00% Add +0.4% 252 $15K
Root Financial Partners, LLC 0.00% Add +62.3% 245 $14K
NewEdge Advisors, LLC 0.00% Reduce -50.8% 216 $13K
Decker Retirement Planning Inc. 0.01% New 215 $13K
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 210 $12K
True Wealth Design, LLC 0.00% Add +1890.0% 199 $12K
Acumen Wealth Advisors, LLC 0.00% New 196 $12K
Rialto Wealth Management, LLC 0.00% Add +8.4% 193 $11K
Harbour Investments, Inc. 0.00% Reduce -40.6% 183 $11K
Cherry Tree Wealth Management, LLC 0.00% No change 165 $10K
SBI Securities Co., Ltd. 0.00% Add +5.2% 161 $10K
Owl Creek Wealth Partners LLC 0.00% — 159 $9K
MassMutual Private Wealth & Trust, FSB 0.00% Add +88.2% 143 $8K
Bell Investment Advisors, Inc 0.00% Add +17.4% 142 $8K
Huntington National Bank 0.00% Add +254.3% 124 $7K
Signature Equity Partners, LLC 0.00% New 124 $7K
Private Wealth Asset Management, LLC 0.00% No change 123 $7K
MCF Advisors LLC 0.00% New 115 $7K
Key Financial Inc 0.00% No change 113 $7K
Eurizon Capital SGR S.p.A. 0.00% Reduce -61.1% 118 $7K
J.Safra Asset Management Corp 0.00% New 109 $6K
Physician Wealth Advisors, Inc. 0.00% No change 103 $6K
Danske Bank A/S 0.00% Reduce -50.0% 100 $6K
WPG Advisers, LLC 0.00% Add +30.6% 94 $6K
Rossby Financial, LCC 0.00% New 89 $5K
Private Wealth Management Group, LLC 0.00% No change 89 $5K
Parkside Financial Bank & Trust 0.00% No change 83 $5K
Keating Financial Advisory Services, Inc. 0.00% Add +37.3% 81 $5K
CVA Family Office, LLC 0.00% New 81 $5K
International Assets Investment Management, LLC 0.00% No change 77 $5K
Godfrey Financial Associates, Inc. 0.00% No change 78 $5K
Intentional Wealth Strategies, LLC 0.00% — 65 $4K
Bare Financial Services, Inc 0.00% Add +80.6% 65 $4K
Manning & Napier Advisors LLC 0.00% New 67 $4K
JFS Wealth Advisors, LLC 0.00% No change 56 $3K
MidFirst Bank 0.00% New 56 $3K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.0% 52 $3K
Sachetta, LLC 0.00% Add +145.0% 49 $3K
Zions Bancorporation, National Association 0.00% New 47 $3K
Rosenberg Matthew Hamilton 0.00% No change 47 $3K
Prestige Wealth Management Group LLC 0.00% No change 35 $2K
Retirement Wealth Solutions LLC 0.00% No change 34 $2K
SJS Investment Consulting Inc. 0.00% Add +580.0% 34 $2K
Basecamp Wealth Advisors LLC 0.00% No change 31 $2K
Quent Capital, LLC 0.00% No change 30 $2K
High Note Wealth, LLC 0.00% New 29 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 25 $1K
Clearstead Advisors, LLC 0.00% Reduce -91.4% 25 $1K
Manchester Capital Management LLC 0.00% No change 24 $1K
Jackson, Grant Investment Advisers, Inc. 0.00% Reduce -74.5% 24 $1K
Torren Management, LLC 0.00% Reduce -56.1% 18 $1K
Truvestments Capital LLC 0.00% No change 18 $1K
Sunbelt Securities, Inc. 0.00% Reduce -68.5% 17 $1K
JPL Wealth Management, LLC 0.00% New 15 $887
DiNuzzo Private Wealth, Inc. 0.00% No change 13 $769
Advocate Investing Services LLC 0.00% No change 13 $768
Bay Harbor Wealth Management, LLC 0.00% Add +33.3% 12 $709
Financial Consulate, Inc. 0.00% New 9 $532
Cornerstone Financial Management LLC 0.00% New 7 $414
Larson Financial Group LLC 0.00% New 7 $414
HFM Investment Advisors, LLC 0.00% No change 5 $296
HM Payson & Co. 0.00% No change 5 $296
SHP Wealth Management 0.00% New 3 $177
CoreCap Advisors, LLC 0.00% Reduce -99.3% 3 $177
Dunhill Financial, LLC 0.00% Add +100.0% 2 $133
Vermillion Wealth Management, Inc. 0.00% New 2 $118
Cornerstone Planning Group LLC 0.00% New 1 $61
Raffa Wealth Management, LLC 0.00% New 1 $59
Curio Wealth, LLC 0.00% New 1 $59
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.