# TEREX CORP NEW (TEX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/TEX/

- Reporting holders: 12
- Reported value: $4.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $1.6M | 30,994 | 0.1% | 3 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $1.3M | 24,522 | 0.8% | 3 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $1.0M | 19,096 | 0.1% | 3 |
| [Persium Advisors, LLC](https://holderbook.com/funds/2033683-persium-advisors-llc/) | $242.2K | 4,605 | 0.1% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $219.6K | 4,175 | 0.0% | 12 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $186.7K | 3,550 | 0.1% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $133.4K | 2,536 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $30.9K | 588 | 0.0% | 14 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $8.5K | 161 | 0.0% | 24 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $5.0K | 95 | 0.0% | 18 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $2.6K | 50 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $1.5K | 28 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $4.8M |
| Q2 2026 | 490 | $9.1B |
| Q1 2026 | 472 | $6.7B |
| Q4 2025 | 359 | $4.0B |
| Q3 2025 | 333 | $3.5B |
| Q2 2025 | 331 | $3.1B |
| Q1 2025 | 337 | $2.5B |
| Q4 2024 | 357 | $3.1B |
| Q3 2024 | 382 | $3.4B |
| Q2 2024 | 375 | $3.7B |
| Q1 2024 | 391 | $4.1B |
| Q4 2023 | 407 | $3.7B |