New Positions
72 managers initiated
Top five by reported value
Terex Corp NEW YORK STOCK EXCHANGE, INC.:TEX
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
72 new111 added178 reduced46 exited
Total Institutional Holders
360
as of 2025-12-31
Top Holder
FMR LLC
$481.0M
Largest QoQ Increase
CITADEL ADVISORS LLC
+1,566,307 sh
Largest QoQ Decrease
GREENHAVEN ASSOCIATES INC
-1,458,311 sh
New Positions(72)
Added To(111)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 1,700,136 | +1,566,307 | $90.8M | +$83.9M | 1170.4% |
| ALLIANCEBERNSTEIN L.P. | 1,336,670 | +1,210,801 | $71.4M | +$64.9M | 962.0% |
| MORGAN STANLEY | 1,669,042 | +727,277 | $89.1M | +$40.8M | 77.2% |
| WELLINGTON MANAGEMENT GROUP LLP | 2,798,109 | +425,322 | $149.4M | +$27.6M | 17.9% |
| MILLENNIUM MANAGEMENT LLC | 434,808 | +401,885 | $23.2M | +$21.5M | 1220.7% |
| Squarepoint Ops LLC | 394,158 | +385,711 | $21.0M | +$20.6M | 4566.2% |
| GOLDMAN SACHS GROUP INC | 1,144,836 | +262,180 | $61.1M | +$15.8M | 29.7% |
| TWO SIGMA INVESTMENTS, LP | 480,202 | +272,418 | $25.6M | +$15.0M | 131.1% |
| AMERICAN CENTURY COMPANIES INC | 1,802,680 | +171,960 | $96.2M | +$12.6M | 10.5% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 641,525 | +199,175 | $34.2M | +$11.6M | 45.0% |
| DIMENSIONAL FUND ADVISORS LP | 3,433,991 | +76,028 | $183.3M | +$11.0M | 2.3% |
| Walleye Capital LLC | 322,590 | +140,269 | $17.2M | +$7.9M | 76.9% |
| WELLS FARGO & COMPANY/MN | 434,762 | +89,282 | $23.2M | +$5.5M | 25.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 192,069 | +89,731 | $10.3M | +$5.0M | 87.7% |
| Verition Fund Management LLC | 129,493 | +78,459 | $6.9M | +$4.3M | 153.7% |
| Invesco Ltd. | 1,620,342 | +16,377 | $86.5M | +$4.2M | 1.0% |
| Edgestream Partners, L.P. | 127,602 | +75,604 | $6.8M | +$4.1M | 145.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,616,942 | +6,707 | $86.3M | +$3.7M | 0.4% |
| SCOPUS ASSET MANAGEMENT, L.P. | 307,269 | +47,297 | $16.4M | +$3.1M | 18.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,065,737 | +12,456 | $56.9M | +$2.9M | 1.2% |
| NEOS Investment Management LLC | 182,966 | +43,158 | $9.8M | +$2.6M | 30.9% |
| TEMA ETFS LLC | 182,966 | +43,158 | $9.8M | +$2.6M | 30.9% |
| BOOTHBAY FUND MANAGEMENT, LLC | 67,379 | +39,884 | $3.6M | +$2.2M | 145.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 40,313 | +1,124 | $2.2M | +$2.1M | 2.9% |
| Graham Capital Management, L.P. | 53,302 | +38,302 | $2.8M | +$2.1M | 255.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 624,576 | +14,536 | $33.3M | +$2.0M | 2.4% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 47,311 | +34,471 | $2.5M | +$1.9M | 268.5% |
| Focus Partners Wealth | 32,793 | +28,079 | $1.8M | +$1.5M | 595.6% |
| Minneapolis Portfolio Management Group, LLC | 649,442 | +2,153 | $34.7M | +$1.5M | 0.3% |
| Man Group plc | 36,431 | +26,165 | $1.9M | +$1.4M | 254.9% |
| SEGALL BRYANT & HAMILL, LLC | 118,609 | +22,625 | $6.3M | +$1.4M | 23.6% |
| CAPITAL FUND MANAGEMENT S.A. | 106,379 | +21,010 | $5.7M | +$1.3M | 24.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 105,786 | +17,705 | $5.7M | +$1.1M | 20.1% |
| Federation des caisses Desjardins du Quebec | 19,513 | +19,313 | $1.0M | +$1.0M | 9656.5% |
| Advisors Asset Management, Inc. | 99,358 | +9,073 | $5.3M | +$672.1K | 10.0% |
| Russell Investments Group, Ltd. | 261,198 | +1,015 | $13.9M | +$595.3K | 0.4% |
| COMERICA BANK | 46,780 | +8,736 | $2.5M | +$545.5K | 23.0% |
| GROUP ONE TRADING, L.P. | 11,583 | +9,740 | $618.3K | +$523.8K | 528.5% |
| UBS ASSET MANAGEMENT AMERICAS INC | 173,825 | +2,901 | $9.3M | +$510.4K | 1.7% |
| NEW YORK STATE COMMON RETIREMENT FUND | 28,986 | +7,800 | $1.5M | +$460.4K | 36.8% |
| KLP KAPITALFORVALTNING AS | 22,800 | +7,600 | $1.2M | +$437.3K | 50.0% |
| NORDEA INVESTMENT MANAGEMENT AB | 154,952 | +395 | $8.3M | +$407.5K | 0.3% |
| Swiss National Bank | 129,500 | +2,400 | $6.9M | +$392.5K | 1.9% |
| State of New Jersey Common Pension Fund D | 48,864 | +4,880 | $2.6M | +$352.0K | 11.1% |
| INTECH INVESTMENT MANAGEMENT LLC | 36,183 | +4,959 | $1.9M | +$329.7K | 15.9% |
| Quantinno Capital Management LP | 20,135 | +4,740 | $1.1M | +$285.1K | 30.8% |
| GREAT LAKES ADVISORS, LLC | 54,629 | +3,211 | $2.9M | +$278.4K | 6.2% |
| Cerity Partners LLC | 14,910 | +4,791 | $795.9K | +$276.8K | 47.3% |
| Legal & General Group Plc | 107,035 | +569 | $5.7M | +$251.8K | 0.5% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,705 | +3,926 | $1.2M | +$248.6K | 20.9% |
| Walleye Trading LLC | 30,800 | +2,800 | $1.6M | +$207.7K | 10.0% |
| DEUTSCHE BANK AG\ | 59,186 | +1,413 | $3.2M | +$195.6K | 2.4% |
| Cascade Investment Advisors, Inc. | 27,675 | +1,845 | $1.5M | +$152.2K | 7.1% |
| State of Wyoming | 18,363 | +2,208 | $980.2K | +$151.5K | 13.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6,960 | +2,221 | $371.5K | +$128.4K | 46.9% |
| Drum Hill Capital, LLC | 48,067 | +278 | $2.6M | +$114.2K | 0.6% |
| Allspring Global Investments Holdings, LLC | 12,963 | +1,312 | $713.4K | +$110.8K | 11.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | 2,700 | +2,000 | $144.1K | +$108.2K | 285.7% |
| LPL Financial LLC | 35,537 | +609 | $1.9M | +$105.2K | 1.7% |
| Barnett & Company, Inc. | 9,450 | +1,500 | $504.4K | +$96.6K | 18.9% |
| Sequoia Financial Advisors, LLC | 6,246 | +1,374 | $333.4K | +$83.5K | 28.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 6,231 | +983 | $332.6K | +$63.4K | 18.7% |
| Miracle Mile Advisors, LLC | 29,810 | +18 | $1.6M | +$62.9K | 0.1% |
| ProShare Advisors LLC | 14,410 | +586 | $769.2K | +$60.0K | 4.2% |
| NorthCrest Asset Manangement, LLC | 10,769 | +108 | $607.8K | +$46.3K | 1.0% |
| QUADRANT CAPITAL GROUP LLC | 6,407 | +408 | $342.0K | +$34.3K | 6.8% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 14,677 | +55 | $783.5K | +$33.3K | 0.4% |
| Callan Family Office, LLC | 6,393 | +382 | $341.3K | +$32.9K | 6.3% |
| FARMERS & MERCHANTS INVESTMENTS INC | 15,294 | +3 | $816.4K | +$32.0K | 0.0% |
| Kestra Advisory Services, LLC | 7,083 | +328 | $378.1K | +$31.5K | 4.8% |
| Perigon Wealth Management, LLC | 9,246 | +228 | $493.6K | +$31.0K | 2.5% |
| Rockefeller Capital Management L.P. | 1,773 | +427 | $94.7K | +$25.6K | 31.7% |
| BANK OF MONTREAL /CAN/ | 10,258 | +42 | $547.6K | +$23.5K | 0.4% |
| JONES FINANCIAL COMPANIES LLLP | 699 | +361 | $37.3K | +$19.8K | 106.8% |
| QRG CAPITAL MANAGEMENT, INC. | 5,326 | +58 | $284.3K | +$14.0K | 1.1% |
| PINNACLE ASSOCIATES LTD | 4,941 | +51 | $263.8K | +$12.9K | 1.0% |
| UMB Bank, n.a. | 1,451 | +189 | $77.5K | +$12.7K | 15.0% |
| CIBC Private Wealth Group, LLC | 372 | +189 | $19.9K | +$10.5K | 103.3% |
| GAMMA Investing LLC | 1,597 | +118 | $85.2K | +$9.4K | 8.0% |
| Clearstead Advisors, LLC | 290 | +167 | $15.5K | +$9.2K | 135.8% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2,130 | +82 | $113.7K | +$8.6K | 4.0% |
| PNC Financial Services Group, Inc. | 2,609 | +31 | $139.3K | +$7.0K | 1.2% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 210 | +122 | $11.2K | +$6.7K | 138.6% |
| Prestige Wealth Management Group LLC | 170 | +135 | $8.2K | +$6.4K | 385.7% |
| SIGNATUREFD, LLC | 1,262 | +67 | $67.4K | +$6.1K | 5.6% |
| Global Retirement Partners, LLC | 169 | +101 | $9.0K | +$5.5K | 148.5% |
| MAI Capital Management | 2,095 | +14 | $111.8K | +$5.1K | 0.7% |
| FIFTH THIRD BANCORP | 1,149 | +49 | $61.3K | +$4.9K | 4.5% |
| LSV ASSET MANAGEMENT | 163,900 | +53,700 | $8.7K | +$3.1K | 48.7% |
| Farther Finance Advisors, LLC | 368 | +32 | $19.6K | +$2.4K | 9.5% |
| Parkside Financial Bank & Trust | 83 | +43 | $4.4K | +$2.4K | 107.5% |
| JFS WEALTH ADVISORS, LLC | 56 | +41 | $3.0K | +$2.2K | 273.3% |
| CSM Advisors, LLC | 127,540 | +34,143 | $6.8K | +$2.0K | 36.5% |
| Westside Investment Management, Inc. | 370 | +10 | $20.3K | +$1.7K | 2.8% |
| Smartleaf Asset Management LLC | 487 | +1 | $26.2K | +$1.3K | 0.2% |
| SG Americas Securities, LLC | 40,032 | +23,875 | $2.1K | +$1.3K | 147.8% |
| Root Financial Partners, LLC | 151 | +12 | $8.1K | +$929 | 8.6% |
| Manchester Capital Management LLC | 24 | +14 | $1.3K | +$769 | 140.0% |
| Retirement Wealth Solutions LLC | 34 | +13 | $1.8K | +$737 | 61.9% |
| HARBOUR INVESTMENTS, INC. | 308 | +1 | $16.4K | +$689 | 0.3% |
| Versant Capital Management, Inc | 119 | +8 | $6.4K | +$658 | 7.2% |
| Bare Financial Services, Inc | 36 | +10 | $1.9K | +$588 | 38.5% |
| N.E.W. Advisory Services LLC | 251 | +1 | $13.4K | +$562 | 0.4% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 75,757 | +4,972 | $4.0K | +$413 | 7.0% |
| Bay Harbor Wealth Management, LLC | 9 | +6 | $480 | +$327 | 200.0% |
| Handelsbanken Fonder AB | 21,453 | +4,700 | $1.1K | +$286 | 28.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 64,899 | +2,681 | $3.5K | +$273 | 4.3% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 39,396 | +328 | $2.1K | +$102 | 0.8% |
| CWM, LLC | 5,690 | +402 | $304 | +$33 | 7.6% |
| HANTZ FINANCIAL SERVICES, INC. | 2,013 | +372 | $107 | +$23 | 22.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,067 | +319 | $57 | +$19 | 42.6% |
Reduced(178)
Sold Out(46)
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| FMR LLC | 9,010,527 | $481.0M | -829,472 | -8.4% |
| BlackRock, Inc. | 8,402,493 | $448.5M | -22,088 | -0.3% |
| VANGUARD GROUP INC | 6,503,578 | $347.2M | -53,444 | -0.8% |
| DIMENSIONAL FUND ADVISORS LP | 3,433,991 | $183.3M | +76,028 | 2.3% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,889,224 | $154.2M | -355,631 | -10.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 2,798,109 | $149.4M | +425,322 | 17.9% |
| STATE STREET CORP | 2,396,735 | $127.9M | -25,439 | -1.1% |
| Fisher Asset Management, LLC | 1,968,982 | $105.1M | -11,585 | -0.6% |
| AMERICAN CENTURY COMPANIES INC | 1,802,680 | $96.2M | +171,960 | 10.5% |
| CITADEL ADVISORS LLC | 1,700,136 | $90.8M | +1,566,307 | 1170.4% |
| MORGAN STANLEY | 1,669,042 | $89.1M | +727,277 | 77.2% |
| Invesco Ltd. | 1,620,342 | $86.5M | +16,377 | 1.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,616,942 | $86.3M | +6,707 | 0.4% |
| ALLIANCEBERNSTEIN L.P. | 1,336,670 | $71.4M | +1,210,801 | 962.0% |
| Schonfeld Strategic Advisors LLC | 1,307,641 | $69.8M | +1,307,641 | — |
| GOLDMAN SACHS GROUP INC | 1,144,836 | $61.1M | +262,180 | 29.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,065,737 | $56.9M | +12,456 | 1.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 951,598 | $55.9M | -13,837 | -1.4% |
| VICTORY CAPITAL MANAGEMENT INC | 1,043,636 | $55.7M | -33,060 | -3.1% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 948,165 | $50.6M | +948,165 | — |
New & Closed Positions this quarter
Closed Positions
46 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for TEX against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.