Institutional Ownership Terex Corp (TEX)
This table provides information about the institutional ownership of Terex Corp (TEX). We have compiled data on the 380 institutions that hold shares in the stock, with a total of 57.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
54
shares
|
$2,470
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
47
shares
|
$2,150
0.0% of portfolio
|
Q2 2022
Added 2.17%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
40
shares
|
$1,830
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
39
shares
|
$1,784
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
35
shares
|
$1,601
0.0% of portfolio
|
Q2 2025
Added 191.67%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
35
shares
|
$1,601
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
26
shares
|
$1,189
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
26
shares
|
$1,189
0.0% of portfolio
|
Q3 2025
Reduced 91.93%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
21
shares
|
$960
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
21
shares
|
$960
0.0% of portfolio
|
Q3 2023
Reduced 64.41%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
20
shares
|
$915
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
18
shares
|
$823
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
18
shares
|
$823
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
18
shares
|
$823
0.0% of portfolio
|
Q1 2025
Reduced 97.69%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
15
shares
|
$686
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
15
shares
|
$686
0.0% of portfolio
|
Q3 2025
Added 87.5%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
15
shares
|
$686
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
15
shares
|
$686
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
14
shares
|
$640
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
13
shares
|
$594
0.0% of portfolio
|
Q3 2025
Added 44.44%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
12
shares
|
$549
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
11
shares
|
$503
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
10
shares
|
$457
0.0% of portfolio
|
Q3 2025
New holding
|
|