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TEX

TEX

Terex Corporation• Industrials

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
39
Partial Q3 2026
Total 13F value
$75.9M
Filed positions so far
New positions
5
This quarter
Sold positions
11
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Wealth Enhancement Advisory Services, Llc

$27.3M534.1K0.04%+4.6%

Tema Etfs Llc

$14.9M282.8K0.55%+36.8%

Curated Wealth Partners Llc

$12M227.5K0.98%-65.0%

Contravisory Investment Management, Inc.

$7.2M136.4K1.30%-0.1%

Assenagon Asset Management S.A.

$4.8M90.7K0.00%New Position

State Of Alaska, Department Of Revenue

$2.1M39.0K0.01%-5.1%

Moody National Bank Trust Division

$1.6M31.0K0.13%+11.3%

Nautilus Advisors Llc

$1.3M24.5K0.78%Unchanged

Toth Financial Advisory Corp

$1M19.1K0.10%Unchanged

Northcrest Asset Manangement, Llc

$655K12.5K0.02%+0.1%

Perpetual Ltd

$564K10.7K0.01%-1.9%

Mission Wealth Management, Lp

$351K6.7K0.01%-8.4%

Resonant Capital Advisors, Llc

$308K5.9K0.01%+5.0%

Y-Intercept (Hong Kong) Ltd

$259K4.9K0.01%-91.6%

Atria Investments, Inc

$246K4.7K0.00%+7.1%

Persium Advisors, Llc

$242K4.6K0.13%Unchanged

Independent Financial Group, Llc

$229K4.4K0.00%Unchanged

Farther Finance Advisors, Llc

$220K4.2K0.00%+0.9%

Equitable Trust Co

$203K3.9K0.01%+7.8%

Gilpin Wealth Management, Llc

$187K3.5K0.13%-5.3%

Gamma Investing Llc

$133K2.5K0.00%+10.7%

Blue Trust, Inc.

$76K1.4K0.00%-11.2%

Community Financial Services Group, Llc

$36K6500.01%Unchanged

Versant Capital Management, Inc

$31K5880.00%+13.7%

Wolff Wiese Magana Llc

$31K5830.01%Unchanged

Essential Partners Llc

$27K5180.01%-0.4%

Ifp Advisors, Inc

$19K3630.00%-72.2%

Fortitude Family Office, Llc

$19K3570.00%+0.3%

True Wealth Design, Llc

$10K1990.00%Unchanged

Cherry Tree Wealth Management, Llc

$9K1650.00%Unchanged

Rosenberg Matthew Hamilton

$8K1610.00%Unchanged

Massmutual Private Wealth & Trust, Fsb

$5K950.00%-31.6%

Pension & Wealth Management Advisors, Inc.

$3K560.00%New Position

Gk Wealth Management Llc

$3K500.00%New Position

Mather Group, Llc.

$2K440.00%New Position

Retirement Wealth Solutions Llc

$1K280.00%-6.7%

Dinuzzo Private Wealth, Inc.

$684130.00%Unchanged

Proathlete Wealth Management Llc

$10520.00%New Position

Maryland Capital Advisors Inc.

$5310.00%Unchanged

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