TEX — Terex Corp New Institutional Holders · Q3 2026
Who owns Terex Corp New (TEX)? 15 institutions reported holding $4.76M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Moody National Bank Trust Division ($1.6M), Nautilus Advisors LLC ($1.3M), Toth Financial Advisory Corp ($1.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MOODY NATIONAL BANK TRUST DIVISION | $1.6M | 30,994 | Added |
| 2 | Nautilus Advisors LLC | $1.3M | 24,522 | Hold |
| 3 | TOTH FINANCIAL ADVISORY CORP | $1.0M | 19,096 | Hold |
| 4 | Persium Advisors, LLC | $242,223 | 4,605 | Hold |
| 5 | Farther Finance Advisors, LLC | $219,606 | 4,175 | Added |
| 6 | GILPIN WEALTH MANAGEMENT, LLC | $186,730 | 3,550 | Trimmed |
| 7 | GAMMA Investing LLC | $133,394 | 2,536 | Added |
| 8 | Versant Capital Management, Inc | $30,929 | 588 | Added |
| 9 | Rosenberg Matthew Hamilton | $8,473 | 161 | Hold |
| 10 | MassMutual Private Wealth & Trust, FSB | $4,997 | 95 | Trimmed |
| 11 | GK Wealth Management LLC | $2,644 | 50 | New |
| 12 | Retirement Wealth Solutions LLC | $1,473 | 28 | Trimmed |
| 13 | HWG Holdings LP | $0 | 0 | Exited |
| 14 | CoreCap Advisors, LLC | $0 | 0 | Exited |
| 15 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30