Institutional Ownership Terex Corp (TEX)
This table provides information about the institutional ownership of Terex Corp (TEX). We have compiled data on the 379 institutions that hold shares in the stock, with a total of 56.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
165
shares
|
$7,548
0.0% of portfolio
|
Q2 2025
Reduced 37.74%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
153
shares
|
$6,999
0.0% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
152
shares
|
$6,954
0.01% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
139
shares
|
$6,359
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
123
shares
|
$5,627
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
123
shares
|
$5,627
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
121
shares
|
$5,535
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
121
shares
|
$5,535
0.0% of portfolio
|
Q3 2025
Reduced 19.33%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
119
shares
|
$5,444
0.0% of portfolio
|
Q4 2025
Added 7.21%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
114
shares
|
$5,215
0.0% of portfolio
|
Q3 2025
Added 44.3%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
113
shares
|
$5,169
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
111
shares
|
$5,078
0.0% of portfolio
|
Q2 2025
Reduced 39.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
108
shares
|
$4,941
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
104
shares
|
$4,758
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
103
shares
|
$4,712
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
100
shares
|
$4,575
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
94
shares
|
$4,300
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
89
shares
|
$4,071
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
88
shares
|
$4,026
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
76
shares
|
$3,477
0.0% of portfolio
|
Q3 2025
Reduced 37.19%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
68
shares
|
$3,111
0.0% of portfolio
|
Q4 2024
Reduced 32.67%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
65
shares
|
$2,973
0.0% of portfolio
|
Q3 2025
Added 225.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
60
shares
|
$2,745
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
59
shares
|
$2,699
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
56
shares
|
$2,562
0.0% of portfolio
|
Q2 2024
Reduced 23.29%
|
|