Institutional Ownership Terex Corp (TEX)
This table provides information about the institutional ownership of Terex Corp (TEX). We have compiled data on the 385 institutions that hold shares in the stock, with a total of 55.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
80
shares
|
$2,848
0.0% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
70
shares
|
$2,492
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
68
shares
|
$2,421
0.0% of portfolio
|
Q4 2024
Reduced 32.67%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
64
shares
|
$2,279
0.0% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Feb 18, 2025 Q4 2024 |
60
shares
|
$2,136
0.0% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
60
shares
|
$2,136
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
56
shares
|
$1,994
0.0% of portfolio
|
Q2 2024
Reduced 23.29%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
51
shares
|
$1,816
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
48
shares
|
$1,709
0.0% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
47
shares
|
$1,673
0.0% of portfolio
|
Q2 2022
Added 2.17%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
47
shares
|
$1,673
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
36
shares
|
$1,281
0.0% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
35
shares
|
$1,246
0.0% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
31
shares
|
$1,103
0.0% of portfolio
|
Q4 2024
Reduced 88.17%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
30
shares
|
$1,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
30
shares
|
$1,068
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
30
shares
|
$1,068
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
29
shares
|
$1,032
0.0% of portfolio
|
Q4 2024
Reduced 55.38%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
25
shares
|
$890
0.0% of portfolio
|
Q4 2024
Reduced 56.9%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
25
shares
|
$890
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
21
shares
|
$747
0.0% of portfolio
|
Q3 2023
Reduced 64.41%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
20
shares
|
$712
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
20
shares
|
$712
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
19
shares
|
$676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
18
shares
|
$640
0.0% of portfolio
|
Q1 2025
New holding
|