TerexTEX
13F holders, Q2 2026 (June 30)484holders +11
73new positions
63sold out
10famous investors
$72.12avg. 13F price*
At the end of Q2 2026, 484 institutions reported holding Terex Corp. (TEX) in their 13F filings, up 11 from Q1 2026. 73 opened new positions and 63 sold out. The largest holders were FMR LLC ($1.2B), BlackRock, Inc. ($1.1B) and Vanguard Portfolio Management LLC ($415.4M). 10 famous investors held it, including George Soros (0.6% of Soros Fund Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Terex Corp.
- CUSIP
- 880779103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $268.1M |
| Exits | 63 | $176.0M |
All 13F filers, Q1 2026 → Q2 2026: 13,120,282 shares bought and 9,015,624 shares sold, net +4,104,658 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 484 holders
| FMR LLC | 0.05% | Add +0.3% | 17,098,462 | $1.2B |
| BlackRock, Inc. | 0.02% | Add +4.7% | 14,691,820 | $1.1B |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -1.3% | 5,738,176 | $415.4M |
| Vanguard Capital Management LLC | 0.01% | Reduce -2.5% | 4,960,237 | $359.1M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -0.7% | 4,412,985 | $319.5M |
| State Street Corp. | 0.01% | Add +6.3% | 4,374,529 | $316.7M |
| Wellington Management Group LLP | 0.04% | Reduce -11.0% | 3,337,162 | $241.6M |
| Geode Capital Management, LLC | 0.01% | Add +9.8% | 3,147,094 | $227.9M |
| Massachusetts Financial Services Co. | 0.04% | Add +5.7% | 1,874,736 | $135.7M |
| Invesco Ltd. | 0.01% | Add +68.5% | 1,852,309 | $134.1M |
| Fisher Asset Management | 0.04% | Reduce -2.9% | 1,840,626 | $133.2M |
| Alliancebernstein L.P. | 0.04% | Reduce -1.8% | 2,089,710 | $123.5M |
| American Century Companies Inc. | 0.05% | Reduce -39.4% | 1,620,296 | $117.3M |
| Freestone Grove Partners LP | 0.76% | Add +51.9% | 1,610,140 | $116.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.3% | 1,525,158 | $110.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +11.5% | 1,513,133 | $109.5M |
| Northern Trust Corp. | 0.01% | Add +6.3% | 1,480,780 | $107.2M |
| Fuller & Thaler Asset Management, Inc. | 0.28% | Reduce -3.5% | 1,436,164 | $104.0M |
| Norges Bank | 0.01% | — | 1,381,341 | $100.0M |
| Balyasny Asset Management L.P. | 0.18% | Reduce -9.3% | 1,341,176 | $97.1M |
| Nomura Asset Management International Inc. | 0.15% | Add +19.8% | 1,330,026 | $96.3M |
| Morgan Stanley | 0.01% | Add +7.9% | 1,306,958 | $94.6M |
| Citadel Advisors | 0.05% | Reduce -46.8% | 1,294,226 | $93.7M |
| Cooper Creek Partners Management LLC | 3.81% | Add +91.3% | 1,262,489 | $91.4M |
| Victory Capital Management Inc. | 0.05% | Add +8.7% | 1,130,750 | $81.9M |
| Ameriprise Financial Inc. | 0.02% | Add +542.3% | 1,039,431 | $75.2M |
| Schonfeld Strategic Advisors LLC | 0.39% | Add +41.1% | 1,007,093 | $72.9M |
| Bank of New York Mellon Corp | 0.01% | Add +0.9% | 942,174 | $68.2M |
| William Blair Investment Management, LLC | 0.20% | Add +8.3% | 924,613 | $66.9M |
| Driehaus Capital Management LLC | 0.37% | Add +38.5% | 889,977 | $64.4M |
| UBS Group AG | 0.01% | Add +38.5% | 808,901 | $58.6M |
| Segall Bryant & Hamill, LLC | 0.68% | Reduce -0.8% | 795,783 | $57.6M |
| Jennison Associates LLC | 0.03% | Add +221.5% | 779,895 | $56.5M |
| Holocene Advisors, LP | 0.13% | Add +23.8% | 774,856 | $56.1M |
| Capital Research Global Investors | 0.01% | Reduce -30.0% | 773,349 | $56.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -0.4% | 755,919 | $54.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.06% | Add +7.9% | 712,117 | $51.6M |
| Nuveen, LLC | 0.01% | Add +14.6% | 675,980 | $48.9M |
| Kennedy Capital Management LLC | 0.84% | Add +14.1% | 658,738 | $47.7M |
| Minneapolis Portfolio Management Group, LLC | 4.37% | Reduce -1.4% | 637,576 | $46.2M |
| Wells Fargo & Company | 0.01% | Add +14.9% | 567,528 | $41.1M |
| Emerald Advisers, LLC | 0.93% | New | 545,046 | $39.5M |
| Voya Investment Management LLC | 0.04% | Add +40.0% | 533,136 | $38.6M |
| Millennium Management | 0.03% | Reduce -27.4% | 492,295 | $35.6M |
| Point72 Asset Management | 0.06% | Reduce -21.2% | 489,100 | $35.4M |
| AQR Capital Management | 0.01% | Reduce -11.4% | 485,213 | $35.1M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 465,468 | $33.7M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +22.5% | 510,774 | $33.7M |
| Soros Fund Management | 0.56% | New | 443,008 | $32.1M |
| Bragg Financial Advisors, Inc | 0.83% | Reduce -0.5% | 428,385 | $31.0M |
| Principal Financial Group Inc. | 0.01% | Add +5.0% | 422,054 | $30.6M |
| Albar Capital Partners LLP | 3.96% | New | 419,369 | $30.4M |
| Walleye Capital LLC | 0.15% | Add +137.3% | 398,151 | $28.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -35.5% | 386,280 | $28.8M |
| Moore Capital Management, LP | 0.66% | New | 383,307 | $27.7M |
| Rhumbline Advisers | 0.02% | Add +5.2% | 360,720 | $26.1M |
| Emerald Mutual Fund Advisers Trust | 0.91% | New | 356,029 | $25.8M |
| Alyeska Investment Group, L.P. | 0.06% | Add +2378.9% | 331,701 | $24.0M |
| Robeco Schweiz AG | 0.35% | New | 299,384 | $21.7M |
| Easterly Investment Partners LLC | 1.08% | Add +1303.3% | 294,326 | $21.3M |
| New York State Common Retirement Fund | 0.03% | Add +99.9% | 292,853 | $21.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.2% | 278,952 | $20.2M |
| Raymond James Financial Inc. | 0.01% | Add +51.2% | 274,147 | $19.8M |
| Two Sigma Investments, LP | 0.01% | Reduce -62.6% | 260,224 | $18.8M |
| Channing Capital Management, LLC | 0.42% | New | 252,304 | $18.3M |
| Penn Capital Management Company, LLC | 1.06% | Add +105.7% | 231,008 | $16.7M |
| Swiss National Bank | 0.01% | Add +1.6% | 228,162 | $16.5M |
| Curated Wealth Partners LLC | 1.90% | No change | 226,922 | $16.4M |
| Royal Bank of Canada | 0.00% | Add +30.4% | 226,457 | $16.4M |
| California Public Employees Retirement System | 0.01% | Add +8.2% | 223,209 | $16.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +9.9% | 216,364 | $15.7M |
| Hudson Bay Capital Management LP | 0.08% | Add +165.1% | 214,428 | $15.5M |
| Tidal Investments LLC | 0.04% | Reduce -0.7% | 209,615 | $15.2M |
| Tema ETFs LLC | 0.48% | Add +3.9% | 206,691 | $15.0M |
| Masters Capital Management LLC | 2.04% | New | 200,000 | $14.5M |
| Verition Fund Management LLC | 0.11% | Reduce -4.8% | 191,004 | $13.8M |
| Front Street Capital Management, Inc. | 1.53% | Reduce -16.1% | 186,279 | $13.5M |
| Clearbridge Investments, LLC | 0.01% | Add +0.1% | 176,331 | $12.8M |
| SG Americas Securities, LLC | 0.01% | Reduce -37.9% | 170,609 | $12.3M |
| Legal & General Group Plc | 0.00% | Reduce -1.9% | 162,633 | $11.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +532.0% | 161,907 | $11.7M |
| CSM Advisors, LLC | 0.25% | Reduce -32.7% | 158,690 | $11.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +19.6% | 155,967 | $11.3M |
| Contravisory Investment Management, Inc. | 1.75% | Add +2744.5% | 136,535 | $9.9M |
| Wilson Asset Management (international) PTY Ltd. | 2.68% | New | 134,779 | $9.8M |
| Advisors Asset Management, Inc. | 0.15% | Add +25.6% | 133,921 | $9.7M |
| California State Teachers Retirement System | 0.01% | Add +0.3% | 131,421 | $9.5M |
| Sei Investments Co. | 0.01% | Reduce -32.9% | 130,490 | $9.4M |
| Deutsche Bank AG | 0.00% | Add +17.3% | 128,583 | $9.3M |
| Franklin Resources Inc. | 0.00% | Add +12.1% | 127,264 | $9.2M |
| J. Goldman & Co LP | 0.32% | New | 125,375 | $9.1M |
| MetLife Investment Management, LLC | 0.04% | Add +4.2% | 120,130 | $8.7M |
| Lazard Asset Management LLC | 0.01% | Add +49.6% | 118,598 | $8.6M |
| Retirement Systems of Alabama | 0.03% | Reduce -15.3% | 118,116 | $8.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +41.9% | 117,467 | $8.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +10.2% | 113,884 | $8.2M |
| Hillsdale Investment Management Inc. | 0.19% | Add +13.4% | 113,540 | $8.2M |
| Scopus Asset Management, L.P. | 0.19% | Add +232.8% | 110,289 | $8.0M |
| Covalis Capital LLP | 0.45% | New | 110,239 | $8.0M |
| Speece Thorson Capital Group Inc. | 1.65% | Reduce -1.9% | 106,610 | $7.7M |
| Algert Global LLC | 0.09% | Add +107.3% | 105,411 | $7.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.8% | 101,231 | $7.3M |
| Mutual of America Capital Management LLC | 0.07% | Add +130.4% | 100,375 | $7.3M |
| Schroder Investment Management Group | 0.00% | Add +10.7% | 93,373 | $6.9M |
| Creative Planning | 0.00% | Add +1.6% | 94,715 | $6.9M |
| Phocas Financial Corp. | 0.95% | Reduce -5.0% | 94,675 | $6.9M |
| New York State Teachers Retirement System | 0.01% | Reduce -9.1% | 85,417 | $6.2M |
| Next Century Growth Investors LLC | 0.33% | Reduce -22.0% | 85,033 | $6.2M |
| Ballast Asset Management, LP | 2.43% | Reduce -1.0% | 84,308 | $6.1M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 105,363 | $6.0M |
| Prudential Financial Inc. | 0.01% | Add +31.7% | 82,124 | $5.9M |
| Castleark Management LLC | 0.16% | Add +6.1% | 79,900 | $5.8M |
| Moody Aldrich Partners LLC | 1.03% | Reduce -1.2% | 79,270 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +34.9% | 78,494 | $5.7M |
| Citigroup Inc. | 0.00% | Add +153.9% | 77,064 | $5.6M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +16.9% | 76,366 | $5.5M |
| SMA Capital LLC | 2.28% | Add +44.0% | 75,000 | $5.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.3% | 70,979 | $5.1M |
| E. Ohman J:or Asset Management AB | 0.12% | No change | 70,705 | $5.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +103.7% | 68,526 | $5.0M |
| Fagan Associates, Inc. | 0.56% | Reduce -0.8% | 63,060 | $4.6M |
| Graham Capital Management, L.P. | 0.17% | Add +236.0% | 62,000 | $4.5M |
| Greenwich Wealth Management LLC | 0.16% | Reduce -1.1% | 61,591 | $4.5M |
| Baird Financial Group, Inc. | 0.01% | Add +6.5% | 61,214 | $4.4M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -47.4% | 59,458 | $4.3M |
| HWG Holdings LP | 0.96% | New | 58,781 | $4.3M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Reduce -46.5% | 58,279 | $4.2M |
| Cibc World Market Inc. | 0.01% | New | 55,421 | $4.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +17.2% | 51,700 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.0% | 51,646 | $3.7M |
| Jupiter Topco LLC | 0.00% | — | 50,651 | $3.7M |
| BW Gestao de Investimentos Ltda. | 0.09% | No change | 50,000 | $3.6M |
| Hancock Whitney Corp. | 0.06% | Reduce -0.9% | 49,071 | $3.6M |
| Drum Hill Capital, LLC | 3.68% | No change | 48,666 | $3.5M |
| Amalgamated Bank | 0.02% | Reduce -1.2% | 48,512 | $3.5M |
| Lisanti Capital Growth, LLC | 0.76% | New | 48,015 | $3.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +2051.6% | 46,669 | $3.4M |
| Silvercrest Asset Management Group LLC | 0.02% | No change | 46,068 | $3.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 45,977 | $3.3M |
| State of Wisconsin Investment Board | 0.01% | Add +92.5% | 45,533 | $3.3M |
| RPG Investment Advisory, LLC | 0.33% | Add +70.0% | 44,885 | $3.2M |
| LPL Financial LLC | 0.00% | Reduce -10.4% | 44,571 | $3.2M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -4.5% | 44,219 | $3.2M |
| Fifth Third Bancorp | 0.01% | Reduce -8.3% | 42,727 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -2.9% | 42,048 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +5.6% | 41,917 | $3.0M |
| Ameritas Investment Partners, Inc. | 0.08% | Add +3.2% | 41,483 | $3.0M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -6.5% | 41,136 | $3.0M |
| Capricorn Fund Managers Ltd | 0.24% | Reduce -7.3% | 40,684 | $2.9M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -3.2% | 40,601 | $2.9M |
| Barclays PLC | 0.00% | Reduce -59.2% | 38,675 | $2.8M |
| Credit Agricole S A | 0.01% | Add +96.9% | 36,700 | $2.7M |
| Van Eck Associates Corp. | 0.00% | New | 35,756 | $2.6M |
| Mork Capital Management, LLC | 1.62% | No change | 35,000 | $2.5M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +22.6% | 34,321 | $2.5M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +11.8% | 33,985 | $2.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -80.2% | 33,963 | $2.5M |
| Advisory Research Inc. | 0.24% | Reduce -3.2% | 33,912 | $2.5M |
| Louisiana State Employees Retirement System | 0.04% | Add +1.2% | 33,400 | $2.4M |
| Allianz Asset Management GmbH | 0.00% | Reduce -64.6% | 32,829 | $2.4M |
| Handelsbanken Fonder AB | 0.01% | Add +49.4% | 32,053 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Add +3.3% | 31,997 | $2.3M |
| Yousif Capital Management, LLC | 0.03% | Reduce -5.7% | 31,705 | $2.3M |
| Arizona State Retirement System | 0.01% | Add +0.7% | 31,373 | $2.3M |
| Quantinno Capital Management LP | 0.00% | Add +15.0% | 30,597 | $2.2M |
| Amica Mutual Insurance Co. | 0.18% | No change | 30,404 | $2.2M |
| Composition Wealth, LLC | 0.03% | Add +0.1% | 29,837 | $2.2M |
| GMO | 0.00% | Reduce -51.7% | 29,762 | $2.2M |
| Vanguard Investments Australia, Ltd. | 0.01% | No change | 28,263 | $2.0M |
| Moody National Bank Trust Division | 0.17% | Add +8.8% | 27,850 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +46.1% | 27,799 | $2.0M |
| Focus Partners Wealth | 0.00% | Reduce -17.1% | 27,693 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -47.2% | 27,620 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -4.0% | 27,340 | $2.0M |
| State of Michigan Retirement System | 0.01% | Reduce -2.2% | 26,718 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -23.2% | 26,578 | $1.9M |
| Marshall Wace, LLP | 0.00% | New | 26,369 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | Add +23.2% | 26,365 | $1.9M |
| KLP Kapitalforvaltning As | 0.01% | Add +3.2% | 25,776 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 25,725 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.8% | 25,689 | $1.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -4.6% | 25,479 | $1.8M |
| Cozad Asset Management Inc. | 0.12% | Add +7.5% | 24,640 | $1.8M |
| Intech Investment Management LLC | 0.02% | Reduce -57.4% | 24,634 | $1.8M |
| Gotham Asset Management | 0.00% | Reduce -80.4% | 24,142 | $1.7M |
| New Mexico Educational Retirement Board | 0.04% | No change | 23,800 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +9.7% | 23,707 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.3% | 23,604 | $1.7M |
| Nautilus Advisors LLC | 0.98% | No change | 24,522 | $1.7M |
| Secured Retirement Advisors, LLC | 0.83% | Add +0.6% | 22,249 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -22.8% | 21,688 | $1.6M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.10% | Reduce -22.5% | 20,622 | $1.5M |
| Verdence Capital Advisors LLC | 0.08% | Add +5.0% | 20,453 | $1.5M |
| GAMCO Investors | 0.01% | No change | 20,200 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +441.8% | 20,133 | $1.5M |
| De Lisle Partners LLP | 0.16% | New | 20,000 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -5.3% | 19,823 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -0.8% | 19,707 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -39.2% | 19,695 | $1.4M |
| New Age Alpha Advisors, LLC | 0.06% | New | 19,694 | $1.4M |
| ProShare Advisors LLC | 0.00% | Reduce -5.8% | 19,598 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.1% | 19,446 | $1.4M |
| Toth Financial Advisory Corp. | 0.14% | No change | 19,096 | $1.4M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.04% | No change | 18,800 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.4% | 18,353 | $1.3M |
| Vestcor Inc | 0.03% | Reduce -35.5% | 18,175 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | No change | 18,107 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +49.8% | 17,922 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +16.5% | 17,684 | $1.3M |
| First Trust Advisors LP | 0.00% | Reduce -63.3% | 17,552 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +12.8% | 17,360 | $1.3M |
| Voleon Capital Management LP | 0.02% | Reduce -50.0% | 17,184 | $1.2M |
| Xponance LLC | 0.01% | Add +4.1% | 17,071 | $1.2M |
| Allstate Corp. | 0.01% | Add +2.1% | 16,707 | $1.2M |
| Ieq Capital, LLC | 0.01% | Reduce -69.4% | 16,659 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +25.8% | 16,585 | $1.2M |
| Virtue Capital Management, LLC | 0.16% | Add +10.0% | 16,590 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +15.1% | 16,580 | $1.2M |
| Ritholtz Wealth Management | 0.02% | Reduce -39.8% | 16,522 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -1.3% | 16,098 | $1.2M |
| Fortis Capital Advisors, LLC | 0.13% | New | 16,058 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | New | 16,058 | $1.2M |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -2.8% | 15,929 | $1.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -25.9% | 15,716 | $1.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -0.4% | 15,623 | $1.1M |
| Legato Capital Management LLC | 0.09% | Add +9.5% | 14,980 | $1.1M |
| Farmers & Merchants Investments Inc. | 0.03% | Reduce -0.3% | 14,276 | $1.0M |
| Cambria Investment Management, L.P. | 0.05% | Reduce -91.6% | 13,779 | $997K |
| Advisory Services Network, LLC | 0.01% | Reduce -16.6% | 13,612 | $985K |
| STRS Ohio | 0.00% | Reduce -26.5% | 13,500 | $977K |
| Nordea Investment Management AB | 0.00% | New | 13,310 | $969K |
| MorganRosel Wealth Management, LLC | 0.31% | Add +4.1% | 12,823 | $928K |
| Westover Capital Advisors, LLC | 0.15% | Reduce -8.7% | 12,232 | $885K |
| Diligent Investors, LLC | 0.20% | No change | 12,160 | $880K |
| First National Trust Co | 0.03% | No change | 12,000 | $869K |
| Quadrature Capital Ltd | 0.01% | New | 11,875 | $860K |
| Vise Technologies, Inc. | 0.01% | Add +44.6% | 11,859 | $858K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -0.8% | 12,501 | $808K |
| Perpetual Ltd | 0.01% | No change | 10,926 | $791K |
| Federated Hermes, Inc. | 0.00% | Add +3.0% | 10,851 | $786K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -21.1% | 11,412 | $784K |
| CIBC Bancorp USA Inc. | 0.00% | Add +9.3% | 10,687 | $774K |
| Vident Advisory, LLC | 0.01% | Reduce -31.3% | 10,461 | $757K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.5% | 10,026 | $726K |
| US Bancorp \de | 0.00% | Add +0.7% | 9,857 | $714K |
| Jones Kertz & Associates, Inc. | 0.33% | Reduce -10.9% | 9,835 | $712K |
| Treasurer of the State of North Carolina | 0.00% | New | 9,775 | $708K |
| Group One Trading LLC | 0.02% | Add +515.7% | 9,722 | $704K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -7.2% | 9,577 | $693K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,409 | $681K |
| HSBC Holdings PLC | 0.00% | Reduce -1.4% | 9,128 | $660K |
| VARCOV Co. | 0.23% | New | 8,447 | $611K |
| Amundi | 0.00% | Add +111.7% | 8,379 | $607K |
| Ethic Inc. | 0.01% | Reduce -7.6% | 8,265 | $598K |
| Teacher Retirement System of Texas | 0.00% | New | 8,262 | $598K |
| Mirabella Financial Services LLP | 0.06% | Add +90.5% | 8,209 | $594K |
| Natixis | 0.00% | Reduce -93.5% | 8,191 | $593K |
| Guggenheim Capital LLC | 0.00% | Add +104.8% | 8,074 | $584K |
| Corient IA LP | 0.53% | No change | 7,915 | $573K |
| QRG Capital Management, Inc. | 0.00% | Add +2.7% | 7,847 | $568K |
| Keybank National Association | 0.00% | Add +127.8% | 7,792 | $564K |
| &partners | 0.00% | Add +15.1% | 7,757 | $562K |
| Liberty Capital Management, Inc. | 0.10% | — | 7,730 | $560K |
| Securian Asset Management, Inc. | 0.02% | No change | 8,380 | $548K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -20.6% | 7,525 | $545K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -43.4% | 7,462 | $540K |
| M&T Bank Corp | 0.00% | Reduce -2.7% | 7,334 | $531K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.8% | 7,312 | $529K |
| Mission Wealth Management, LP | 0.01% | Add +6.8% | 7,281 | $527K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -0.1% | 7,205 | $522K |
| Blackstone Inc. | 0.00% | New | 7,165 | $519K |
| Barnett & Company, Inc. | 0.38% | Reduce -24.3% | 7,150 | $518K |
| Gabelli Funds LLC | 0.00% | Reduce -33.3% | 7,000 | $507K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.2% | 6,997 | $507K |
| Legacy Capital Group California, Inc. | 0.15% | New | 6,983 | $505K |
| Planning Center, Inc. | 0.05% | Reduce -0.0% | 6,868 | $497K |
| Quadrant Capital Group LLC | 0.01% | Add +6.4% | 6,849 | $496K |
| Callan Family Office, LLC | 0.01% | Add +6.2% | 6,449 | $467K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 6,375 | $461K |
| Merit Financial Group, LLC | 0.00% | Add +3.3% | 6,323 | $458K |
| Brighton Jones LLC | 0.01% | Add +23.2% | 6,115 | $443K |
| Oxford Wealth Group, LLC | 0.20% | Reduce -8.5% | 6,038 | $437K |
| DNB Asset Management AS | 0.00% | Reduce -13.6% | 6,015 | $435K |
| Shelton Capital Management | 0.01% | No change | 5,903 | $427K |
| PNC Financial Services Group, Inc. | 0.00% | Add +40.7% | 5,742 | $416K |
| RD Lewis Holdings, Inc. | 0.30% | Reduce -8.2% | 5,943 | $406K |
| Empowered Funds, LLC | 0.00% | Add +5.0% | 5,588 | $405K |
| Resonant Capital Advisors, LLC | 0.02% | Add +22.6% | 5,581 | $404K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.6% | 5,564 | $403K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +25.6% | 5,549 | $402K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 5,471 | $396K |
| Banco Santander, S.A. | 0.00% | New | 5,427 | $393K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -73.7% | 5,399 | $391K |
| National Bank of Canada | 0.00% | Reduce -2.0% | 5,297 | $384K |
| Public Employees Retirement System of Ohio | 0.00% | Add +99.7% | 5,162 | $374K |
| Qsemble Capital Management, LP | 0.05% | New | 4,911 | $356K |
| Choreo, LLC | 0.00% | Reduce -2.4% | 4,750 | $344K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,743 | $343K |
| Jane Street Group, LLC | 0.00% | New | 4,743 | $343K |
| Abel Hall, LLC | 0.06% | Reduce -0.9% | 4,726 | $342K |
| Vontobel Holding Ltd. | 0.00% | Reduce -27.5% | 4,717 | $341K |
| Persium Advisors, LLC | 0.22% | No change | 4,605 | $333K |
| GW Henssler & Associates Ltd. | 0.01% | Reduce -0.3% | 4,603 | $333K |
| Profund Advisors LLC | 0.01% | Add +10.3% | 4,492 | $325K |
| Atria Investments, Inc | 0.00% | Reduce -25.9% | 4,371 | $316K |
| Independent Financial Group, LLC | 0.01% | No change | 4,363 | $316K |
| D.A. Davidson & Co. | 0.00% | No change | 4,354 | $315K |
| Greenleaf Trust | 0.00% | Add +0.3% | 4,274 | $309K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +1.4% | 4,255 | $308K |
| MML Investors Services, LLC | 0.00% | New | 4,208 | $305K |
| Farther Finance Advisors, LLC | 0.00% | Add +259.4% | 4,137 | $300K |
| KBC Group NV | 0.00% | No change | 3,950 | $286K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -35.5% | 3,917 | $284K |
| Hantz Financial Services, Inc. | 0.00% | Add +15.6% | 3,813 | $276K |
| Gilpin Wealth Management, LLC | 0.19% | No change | 3,750 | $271K |
| Stifel Financial Corp. | 0.00% | New | 3,687 | $267K |
| Praxis Investment Management Inc. | 0.01% | No change | 3,663 | $265K |
| Equitable Trust Co. | 0.01% | No change | 3,586 | $260K |
| Principle Wealth Partners LLC | 0.01% | No change | 3,571 | $259K |
| Ballentine Partners, LLC | 0.00% | Reduce -2.2% | 3,554 | $257K |
| Brucke Financial, Inc. | 0.11% | Reduce -10.4% | 3,546 | $257K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | No change | 3,515 | $254K |
| CIBC Asset Management Inc | 0.00% | New | 3,509 | $254K |
| Curi Capital, LLC | 0.00% | Add +0.9% | 3,487 | $252K |
| Measured Wealth Private Client Group, LLC | 0.06% | Reduce -3.5% | 3,454 | $250K |
| Parallel Advisors, LLC | 0.00% | Reduce -6.4% | 3,448 | $250K |
| Permanent Capital Management, LP | 0.03% | New | 3,430 | $248K |
| Delta Capital Management LLC | 0.11% | No change | 3,390 | $245K |
| Hanseatic Management Services Inc. | 0.18% | Reduce -81.5% | 3,371 | $244K |
| State of Wyoming | 0.02% | Reduce -51.9% | 3,362 | $243K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -16.6% | 3,344 | $242K |
| Fruth Investment Management | 0.06% | New | 3,350 | $242K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -24.9% | 3,293 | $238K |
| Krilogy Financial LLC | 0.01% | New | 3,233 | $234K |
| Bessemer Group Inc. | 0.00% | Reduce -6.1% | 3,223 | $233K |
| Caprock Group, LLC | 0.00% | Reduce -33.0% | 3,198 | $232K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 3,189 | $231K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -14.7% | 3,168 | $229K |
| Exchange Traded Concepts, LLC | 0.00% | Add +16.6% | 3,160 | $229K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -35.9% | 3,158 | $229K |
| Horizon Investments, LLC | 0.00% | Add +18.5% | 3,160 | $228K |
| OneDigital Investment Advisors LLC | 0.00% | New | 3,114 | $225K |
| Foundations Investment Advisors, LLC | 0.00% | New | 3,084 | $223K |
| MAI Capital Management | 0.00% | Add +31.8% | 3,070 | $222K |
| Cullen Capital Management, LLC | 0.00% | New | 2,896 | $210K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,876 | $208K |
| Blue Chip Partners, LLC | 0.01% | Reduce -33.1% | 2,833 | $205K |
| Aviso Wealth Management | 0.07% | New | 2,830 | $205K |
| Uncommon Cents Investing LLC | 0.04% | New | 2,805 | $203K |
| Nykredit A/S | 0.00% | — | 2,739 | $198K |
| Westend Capital Management, LLC | 0.04% | No change | 2,710 | $196K |
| Arax Advisory Partners | 0.00% | Add +571.1% | 2,530 | $183K |
| Rothschild Investment LLC | 0.01% | Add +520.8% | 2,384 | $173K |
| Sterling Capital Management LLC | 0.00% | Reduce -5.8% | 2,322 | $168K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -7.4% | 2,323 | $168K |
| GAMMA Investing LLC | 0.01% | Add +7.6% | 2,290 | $166K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.8% | 2,220 | $161K |
| Whittier Trust Co. | 0.00% | No change | 2,269 | $158K |
| CoreCap Advisors, LLC | 0.00% | Add +65166.7% | 1,958 | $142K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -16.0% | 1,915 | $139K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +47.4% | 1,806 | $131K |
| UMB Bank, n.a. | 0.00% | Add +0.2% | 1,655 | $120K |
| Blue Trust, Inc. | 0.00% | Reduce -0.7% | 1,632 | $118K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,567 | $115K |
| Signaturefd, LLC | 0.00% | Add +7.0% | 1,529 | $111K |
| Cutler Capital Management, LLC | 0.03% | New | 1,485 | $107K |
| IFP Advisors, Inc | 0.00% | Reduce -34.7% | 1,306 | $95K |
| Kemnay Advisory Services Inc. | 0.01% | Reduce -15.9% | 1,302 | $94K |
| Summit Securities Group LLC | 0.02% | New | 1,220 | $88K |
| RiverPark Advisors, LLC | 0.04% | Reduce -20.1% | 1,078 | $78K |
| Optiver Holding B.V. | 0.00% | Add +35.7% | 1,061 | $77K |
| Continuum Advisory, LLC | 0.01% | New | 961 | $70K |
| Quantum Portfolio Management LLC | 0.02% | New | 921 | $67K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 851 | $62K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.7% | 845 | $61K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 802 | $58K |
| Parkside Financial Bank & Trust | 0.00% | Add +848.2% | 787 | $57K |
| Private Trust Co. NA | 0.00% | No change | 753 | $55K |
| Quantbot Technologies LP | 0.00% | New | 731 | $53K |
| Allworth Financial LP | 0.00% | Reduce -8.3% | 708 | $51K |
| Covestor Ltd | 0.03% | Reduce -42.2% | 700 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -39.6% | 664 | $48K |
| Towne Trust Company, N.A | 0.01% | No change | 654 | $47K |
| Assetmark, Inc. | 0.00% | Add +44.5% | 636 | $46K |
| Penserra Capital Management LLC | 0.00% | New | 649 | $46K |
| Community Financial Services Group, LLC | 0.01% | No change | 650 | $45K |
| Wolff Wiese Magana LLC | 0.02% | New | 583 | $42K |
| McGuire Capital Advisors Inc. | 0.02% | No change | 570 | $41K |
| Los Angeles Capital Management LLC | 0.00% | No change | 568 | $41K |
| Essential Partners LLC | 0.02% | Reduce -7.8% | 520 | $38K |
| Versant Capital Management, Inc | 0.00% | No change | 517 | $37K |
| Montag A & Associates Inc. | 0.00% | New | 517 | $37K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 483 | $35K |
| Neo Ivy Capital Management | 0.01% | New | 461 | $33K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -49.4% | 440 | $32K |
| Ancora Advisors LLC | 0.00% | No change | 400 | $29K |
| LRI Investments, LLC | 0.00% | Add +1.3% | 385 | $28K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -17.9% | 384 | $28K |
| Westside Investment Management, Inc. | 0.00% | No change | 370 | $27K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 353 | $26K |
| Fortitude Family Office, LLC | 0.01% | Reduce -3.8% | 356 | $26K |
| V-Square Quantitative Management LLC | 0.00% | New | 333 | $24K |
| Institute for Wealth Management, LLC. | 0.00% | New | 318 | $23K |
| First Horizon Corp. | 0.00% | New | 313 | $23K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.03% | No change | 108 | $22K |
| Global Retirement Partners, LLC | 0.00% | — | 279 | $20K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 252 | $18K |
| Morse Asset Management, Inc | 0.00% | New | 250 | $18K |
| WealthCollab, LLC | 0.01% | Reduce -32.1% | 218 | $16K |
| Decker Retirement Planning Inc. | 0.01% | No change | 215 | $16K |
| Rialto Wealth Management, LLC | 0.00% | Add +10.4% | 213 | $15K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 210 | $15K |
| Aberdeen Wealth Management LLC | 0.01% | New | 200 | $14K |
| True Wealth Design, LLC | 0.00% | No change | 199 | $14K |
| Huntington National Bank | 0.00% | Add +58.1% | 196 | $14K |
| Harbour Investments, Inc. | 0.00% | No change | 183 | $13K |
| Global X Japan Co., Ltd. | 0.00% | New | 167 | $12K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 165 | $12K |
| Rosenberg Matthew Hamilton | 0.00% | Add +242.6% | 161 | $12K |
| SBI Securities Co., Ltd. | 0.00% | No change | 161 | $12K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 159 | $12K |
| Kilter Group LLC | 0.00% | Reduce -40.9% | 150 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.8% | 139 | $10K |
| Acumen Wealth Advisors, LLC | 0.00% | Reduce -31.1% | 135 | $10K |
| NewEdge Advisors, LLC | 0.00% | Reduce -42.1% | 125 | $9K |
| Signature Equity Partners, LLC | 0.00% | No change | 124 | $9K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 123 | $9K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 118 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -16.2% | 119 | $9K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -94.9% | 114 | $8K |
| Key Financial Inc | 0.00% | No change | 113 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +7.8% | 111 | $8K |
| J.Safra Asset Management Corp | 0.00% | No change | 109 | $8K |
| Spire Wealth Management | 0.00% | New | 107 | $8K |
| Danske Bank A/S | 0.00% | No change | 100 | $7K |
| CVA Family Office, LLC | 0.00% | Add +17.3% | 95 | $7K |
| MCF Advisors LLC | 0.00% | Reduce -19.1% | 93 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 89 | $6K |
| Valued Wealth Advisors LLC | 0.00% | New | 86 | $6K |
| Rossby Financial, LCC | 0.00% | Reduce -4.5% | 85 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -1.2% | 80 | $6K |
| Bokf, NA | 0.00% | New | 80 | $6K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 78 | $6K |
| WPG Advisers, LLC | 0.00% | Reduce -23.4% | 72 | $5K |
| Clearstead Advisors, LLC | 0.00% | Add +160.0% | 65 | $5K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -7.5% | 62 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +10.7% | 62 | $4K |
| Bare Financial Services, Inc | 0.00% | Reduce -12.3% | 57 | $4K |
| MidFirst Bank | 0.00% | No change | 56 | $4K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +74.2% | 54 | $4K |
| Bogart Wealth, LLC | 0.00% | New | 51 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.9% | 50 | $4K |
| Fiduciary Financial Advisors | 0.00% | New | 50 | $3K |
| Colonial Trust Advisors | 0.00% | New | 40 | $3K |
| Bellevue Asset Management, LLC | 0.00% | New | 40 | $3K |
| Zions Bancorporation, National Association | 0.00% | Reduce -17.0% | 39 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 35 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -2.9% | 33 | $2K |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 32 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -11.8% | 30 | $2K |
| Quent Capital, LLC | 0.00% | No change | 30 | $2K |
| Sachetta, LLC | 0.00% | Reduce -51.0% | 24 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 24 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 21 | $2K |
| Torren Management, LLC | 0.00% | Add +5.6% | 19 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +25.0% | 15 | $1K |
| Quarry LP | 0.00% | Reduce -99.3% | 15 | $1K |
| JPL Wealth Management, LLC | 0.00% | No change | 15 | $1K |
| Avion Wealth | 0.00% | No change | 14 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $942 |
| Advocate Investing Services LLC | 0.00% | No change | 13 | $941 |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Reduce -50.0% | 12 | $854 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 10 | $724 |
| Financial Consulate, Inc. | 0.00% | No change | 9 | $652 |
| Cornerstone Financial Management LLC | 0.00% | Add +14.3% | 8 | $579 |
| Larson Financial Group LLC | 0.00% | No change | 7 | $507 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 6 | $434 |
| SHP Wealth Management | 0.00% | No change | 3 | $217 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $163 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $138 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $73 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 1 | $72 |
| Cornerstone Planning Group LLC | 0.00% | No change | 1 | $67 |
| Navigoe, LLC | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is TEX's weight in each manager's 13F, not the share of Terex Corp. the manager owns.