Institutional Ownership Terex Corp (TEX)
This table provides information about the institutional ownership of Terex Corp (TEX). We have compiled data on the 407 institutions that hold shares in the stock, with a total of 55.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
121
shares
|
$5,818
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
98
shares
|
$4,712
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
94
shares
|
$4,520
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
85
shares
|
$4,087
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
81
shares
|
$3,895
0.0% of portfolio
|
Q4 2024
Added 145.45%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
75
shares
|
$3,606
0.0% of portfolio
|
Q3 2024
Added 108.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
70
shares
|
$3,366
0.0% of portfolio
|
Q3 2024
Reduced 99.15%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
68
shares
|
$3,270
0.0% of portfolio
|
Q4 2024
Reduced 32.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
68
shares
|
$3,270
0.0% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
64
shares
|
$3,077
0.0% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
63
shares
|
$3,029
0.0% of portfolio
|
Q3 2024
Reduced 73.53%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
60
shares
|
$2,885
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
56
shares
|
$2,693
0.0% of portfolio
|
Q2 2024
Reduced 23.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
51
shares
|
$2,452
0.0% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
47
shares
|
$2,260
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
47
shares
|
$2,260
0.0% of portfolio
|
Q2 2022
Added 2.17%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
37
shares
|
$1,779
0.0% of portfolio
|
Q3 2024
Reduced 31.48%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
35
shares
|
$1,683
0.0% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
32
shares
|
$1,538
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
30
shares
|
$1,442
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
29
shares
|
$1,394
0.0% of portfolio
|
Q4 2024
Reduced 55.38%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
25
shares
|
$1,202
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
25
shares
|
$1,202
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
25
shares
|
$1,202
0.0% of portfolio
|
Q4 2024
Reduced 56.9%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
21
shares
|
$1,009
0.0% of portfolio
|
Q3 2023
Reduced 64.41%
|