Institutional Ownership Terex Corp (TEX)
This table provides information about the institutional ownership of Terex Corp (TEX). We have compiled data on the 373 institutions that hold shares in the stock, with a total of 56 Million shares, which have been reported (via 13F filing form) to have a value of $2.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
148
shares
|
$7,161
0.0% of portfolio
|
Q3 2024
Reduced 41.96%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
133
shares
|
$6,435
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
124
shares
|
$6,000
0.0% of portfolio
|
Q1 2025
Reduced 40.67%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
123
shares
|
$5,951
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
121
shares
|
$5,855
0.0% of portfolio
|
Q2 2025
Reduced 67.39%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
121
shares
|
$5,855
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
111
shares
|
$5,371
0.0% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
103
shares
|
$4,984
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
100
shares
|
$4,839
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
98
shares
|
$4,742
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
94
shares
|
$4,548
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
89
shares
|
$4,306
0.0% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
80
shares
|
$3,871
0.0% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
68
shares
|
$3,290
0.0% of portfolio
|
Q4 2024
Reduced 32.67%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
66
shares
|
$3,193
0.0% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
64
shares
|
$3,096
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
60
shares
|
$2,903
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
56
shares
|
$2,709
0.0% of portfolio
|
Q2 2024
Reduced 23.29%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
51
shares
|
$2,467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
48
shares
|
$2,322
0.0% of portfolio
|
Q1 2025
Added 140.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
48
shares
|
$2,322
0.0% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
47
shares
|
$2,274
0.0% of portfolio
|
Q2 2022
Added 2.17%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
45
shares
|
$2,177
0.0% of portfolio
|
Q1 2025
Added 1025.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
36
shares
|
$1,742
0.0% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
31
shares
|
$1,500
0.0% of portfolio
|
Q4 2024
Reduced 88.17%
|