7 institutions reported holding $2.4M of TEREX CORP NEW COM (TEX) in SEC 13F filings for 2026-06-30. Largest institutional holders: MOODY NATIONAL BANK TRUST DIVISION ($2.0M), GAMMA Investing LLC ($165,773), CoreCap Advisors, LLC ($141,740), Versant Capital Management, Inc ($37,426), MassMutual Private Wealth & Trust, FSB ($10,062). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MOODY NATIONAL BANK TRUST DIVISION | $2.0M | 27,850 | Added |
| 2 | GAMMA Investing LLC | $165,773 | 2,290 | Added |
| 3 | CoreCap Advisors, LLC | $141,740 | 1,958 | Added |
| 4 | Versant Capital Management, Inc | $37,426 | 517 | Hold |
| 5 | MassMutual Private Wealth & Trust, FSB | $10,062 | 139 | Trimmed |
| 6 | Retirement Wealth Solutions LLC | $2,172 | 30 | Trimmed |
| 7 | Hennion & Walsh Asset Management, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30