TEREX CORP (TEX) — Institutional Holders, Q2 2026 (page 5)
485 institutional investment managers reported a TEX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 485. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TEX 13F holders ranked 401–485 of 485
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Institute for Wealth Management#401 · 318 sh | 318 | $23.0K | <0.01% | New |
| 402 | FIRST HORIZON NATIONAL#402 · 313 sh | 313 | $22.7K | — | New |
| 403 | Virginia Estate & Retirement Planning Advisors#403 · 108 sh | 108 | $21.8K | — | 0.0% |
| 404 | Global Retirement Partners#404 · 279 sh | 279 | $20.2K | <0.01% | — |
| 405 | N.E.W. Advisory Services#405 · 252 sh | 252 | $18.3K | <0.01% | 0.0% |
| 406 | Morse Asset Management#406 · 250 sh | 250 | $18.1K | <0.01% | New |
| 407 | WealthCollab#407 · 218 sh | 218 | $15.8K | <0.01% | -32.1% |
| 408 | Decker Retirement Planning#408 · 215 sh | 215 | $15.6K | — | 0.0% |
| 409 | Rialto Wealth Management#409 · 213 sh | 213 | $15.4K | <0.01% | +10.4% |
| 410 | BARROW HANLEY MEWHINNEY & STRAUSS#410 · 210 sh | 210 | $15.2K | 0.00% | 0.0% |
| 411 | Aberdeen Wealth Management#411 · 200 sh | 200 | $14.5K | <0.01% | New |
| 412 | True Wealth Design#412 · 199 sh | 199 | $14.4K | — | 0.0% |
| 413 | HUNTINGTON NATIONAL BANK#413 · 196 sh | 196 | $14.2K | <0.01% | +58.1% |
| 414 | HARBOUR INVESTMENTS#414 · 183 sh | 183 | $13.2K | <0.01% | 0.0% |
| 415 | Global X Japan , Ltd.#415 · 167 sh | 167 | $12.1K | — | New |
| 416 | Cherry Tree Wealth Management#416 · 165 sh | 165 | $11.9K | — | 0.0% |
| 417 | Rosenberg Matthew Hamilton#417 · 161 sh | 161 | $11.7K | — | +242.6% |
| 418 | SBI Securities , Ltd.#418 · 161 sh | 161 | $11.7K | — | 0.0% |
| 419 | Owl Creek Wealth Partners#419 · 159 sh | 159 | $11.5K | — | 0.0% |
| 420 | Kilter Group#420 · 150 sh | 150 | $10.9K | <0.01% | -40.9% |
| 421 | MassMutual Private Wealth & , FSB#421 · 139 sh | 139 | $10.1K | — | -2.8% |
| 422 | Acumen Wealth Advisors#422 · 135 sh | 135 | $9.8K | <0.01% | -31.1% |
| 423 | NewEdge Advisors#423 · 125 sh | 125 | $9.0K | 0.00% | New |
| 424 | Signature Equity Partners#424 · 124 sh | 124 | $9.0K | <0.01% | 0.0% |
| 425 | Private Wealth Asset Management#425 · 123 sh | 123 | $8.9K | <0.01% | 0.0% |
| 426 | Eurizon Capital SGR S.p.A.#426 · 118 sh | 118 | $8.7K | 0.00% | 0.0% |
| 427 | Bell Investment Advisors#427 · 119 sh | 119 | $8.6K | <0.01% | -16.2% |
| 428 | Pinnacle Wealth Planning Services#428 · 114 sh | 114 | $8.3K | <0.01% | -94.9% |
| 429 | Key FInancial#429 · 113 sh | 113 | $8.2K | <0.01% | 0.0% |
| 430 | Physician Wealth Advisors#430 · 111 sh | 111 | $8.0K | — | +7.8% |
| 431 | J.Safra Asset Management#431 · 109 sh | 109 | $7.9K | <0.01% | 0.0% |
| 432 | Spire Wealth Management#432 · 107 sh | 107 | $7.7K | <0.01% | New |
| 433 | DANSKE BANK A/S#433 · 100 sh | 100 | $7.2K | 0.00% | 0.0% |
| 434 | CVA Family Office#434 · 95 sh | 95 | $6.9K | <0.01% | +17.3% |
| 435 | MCF Advisors#435 · 93 sh | 93 | $6.7K | <0.01% | -19.1% |
| 436 | Private Wealth Management Group#436 · 89 sh | 89 | $6.4K | — | 0.0% |
| 437 | Valued Wealth Advisors#437 · 86 sh | 86 | $6.2K | <0.01% | New |
| 438 | Rossby Financial, LCC#438 · 85 sh | 85 | $6.2K | <0.01% | -4.5% |
| 439 | Keating Financial Advisory Services#439 · 80 sh | 80 | $5.8K | <0.01% | -1.2% |
| 440 | BOKF, NA#440 · 80 sh | 80 | $5.8K | <0.01% | New |
| 441 | Godfrey Financial Associates#441 · 78 sh | 78 | $5.6K | <0.01% | 0.0% |
| 442 | WPG Advisers#442 · 72 sh | 72 | $5.2K | <0.01% | -23.4% |
| 443 | Clearstead Advisors#443 · 65 sh | 65 | $4.7K | 0.00% | +160.0% |
| 444 | MANNING & NAPIER ADVISORS#444 · 62 sh | 62 | $4.6K | <0.01% | -7.5% |
| 445 | JFS WEALTH ADVISORS#445 · 62 sh | 62 | $4.5K | <0.01% | +10.7% |
| 446 | Bare Financial Services#446 · 57 sh | 57 | $4.1K | <0.01% | -12.3% |
| 447 | MidFirst Bank#447 · 56 sh | 56 | $4.1K | <0.01% | 0.0% |
| 448 | Basecamp Wealth Advisors#448 · 54 sh | 54 | $3.9K | <0.01% | +74.2% |
| 449 | Bogart Wealth#449 · 51 sh | 51 | $3.7K | <0.01% | New |
| 450 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#450 · 50 sh | 50 | $3.6K | 0.00% | -3.8% |
| 451 | ACTION POINT FINANCIAL PLANNING#451 · 50 sh | 50 | $3.4K | <0.01% | New |
| 452 | Colonial Advisors#452 · 40 sh | 40 | $2.9K | <0.01% | New |
| 453 | BELLEVUE ASSET MANAGEMENT#453 · 40 sh | 40 | $2.9K | <0.01% | New |
| 454 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#454 · 39 sh | 39 | $2.8K | <0.01% | -17.0% |
| 455 | Prestige Wealth Management Group#455 · 35 sh | 35 | $2.5K | <0.01% | 0.0% |
| 456 | SJS Investment Consulting#456 · 33 sh | 33 | $2.4K | — | -2.9% |
| 457 | Spectrum Wealth Advisory Group#457 · 32 sh | 32 | $2.3K | <0.01% | New |
| 458 | Quent Capital#458 · 30 sh | 30 | $2.2K | <0.01% | 0.0% |
| 459 | Retirement Wealth Solutions#459 · 30 sh | 30 | $2.2K | — | -11.8% |
| 460 | Manchester Capital Management#460 · 24 sh | 24 | $1.7K | — | 0.0% |
| 461 | Sachetta#461 · 24 sh | 24 | $1.7K | <0.01% | -51.0% |
| 462 | Creative Capital Management Investments#462 · 21 sh | 21 | $1.5K | <0.01% | New |
| 463 | Torren Management#463 · 19 sh | 19 | $1.3K | <0.01% | +5.6% |
| 464 | Bay Harbor Wealth Management#464 · 15 sh | 15 | $1.1K | <0.01% | +25.0% |
| 465 | Quarry#465 · 15 sh | 15 | $1.1K | <0.01% | -99.3% |
| 466 | JPL Wealth Management#466 · 15 sh | 15 | $1.1K | <0.01% | 0.0% |
| 467 | Avion Wealth#467 · 14 sh | 14 | $1.0K | <0.01% | 0.0% |
| 468 | DiNuzzo Private Wealth#468 · 13 sh | 13 | $942.00 | — | 0.0% |
| 469 | Advocate Investing Services#469 · 13 sh | 13 | $941.00 | — | 0.0% |
| 470 | Jackson, Grant Investment Advisers#470 · 12 sh | 12 | $854.00 | <0.01% | -50.0% |
| 471 | HFM Investment Advisors#471 · 10 sh | 10 | $724.00 | <0.01% | +100.0% |
| 472 | FINANCIAL CONSULATE#472 · 9 sh | 9 | $652.00 | — | 0.0% |
| 473 | Cornerstone Financial Management#473 · 8 sh | 8 | $579.00 | <0.01% | +14.3% |
| 474 | Larson Financial Group#474 · 7 sh | 7 | $507.00 | 0.00% | 0.0% |
| 475 | Silver Grove Financial Group#475 · 6 sh | 6 | $434.00 | <0.01% | New |
| 476 | SHP Wealth Management#476 · 3 sh | 3 | $217.00 | 0.00% | 0.0% |
| 477 | Dunhill Financial#477 · 2 sh | 2 | $163.00 | 0.00% | 0.0% |
| 478 | DecisionPoint Financial#478 · 2 sh | 2 | $138.00 | 0.00% | New |
| 479 | MARYLAND CAPITAL ADVISORS#479 · 1 sh | 1 | $73.00 | — | — |
| 480 | Wealth Enhancement Services#480 · 1 sh | 1 | $72.00 | — | New |
| 481 | Cornerstone Planning Group#481 · 1 sh | 1 | $67.00 | — | 0.0% |
| 482 | Erste Asset Management GmbH#482 · 0 sh | 0 | $0.00 | 0.00% | New |
| 483 | Navigoe#483 · 3 sh | 3 | $0.00 | 0.00% | New |
| 484 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#484 · 131,421 sh | 131,421 | — | — | +0.3% |
| 485 | Quantum Portfolio Management#485 · 921 sh | 921 | — | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.