Terex Corp
TEX- Exchange
- NYSE
- Industry
- Industrial Trucks, Tractors, Trailors & Stackers
- SEC CIK
- 0000097216
No open-market purchases or sales by Terex Corp insiders were filed in the last 90 days; 484 institutions reported holding it in 13F filings for Q2 2026, worth $8.46B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Terex Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 268
- −9 vs. Q1 2021
- Shares held
- 60.3M
- +1.21M (+2.1%) vs. Q1 2021
- Total value
- $2.87B
- +$148.6M (+5.5%) vs. Q1 2021
- New holders
- 35
- 98 more added
- Sold out
- 44
- 98 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TEX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 484 | $8.46B |
| Q1 2026 | 473 | $6.59B |
| Q4 2025 | 357 | $3.83B |
| Q3 2025 | 332 | $3.43B |
| Q2 2025 | 327 | $3.08B |
| Q1 2025 | 333 | $2.49B |
| Q4 2024 | 350 | $3.00B |
| Q3 2024 | 382 | $3.37B |
| Q2 2024 | 372 | $3.62B |
| Q1 2024 | 388 | $3.97B |
| Q4 2023 | 402 | $3.57B |
| Q3 2023 | 393 | $3.63B |
| Q2 2023 | 382 | $3.81B |
| Q1 2023 | 359 | $3.04B |
| Q4 2022 | 311 | $2.57B |
| Q3 2022 | 274 | $1.77B |
| Q2 2022 | 261 | $1.64B |
| Q1 2022 | 279 | $2.17B |
| Q4 2021 | 283 | $2.63B |
| Q3 2021 | 283 | $2.54B |
| Q2 2021 | 268 | $2.87B |
| Q1 2021 | 277 | $2.72B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 10 | $0 | 0.00% | +3+42.9% | Added |
| Dark Forest Capital Management LP | 2 | $0 | 0.00% | +2 | New |
| Hanson & Doremus Investment Management | 42 | $1.00K | 0.00% | −1,533−97.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 45 | $2.00K | 0.00% | +45 | New |
| Red Door Wealth Management, LLC | 80 | $3.00K | 0.00% | +80 | New |
| Tradition Wealth Management, LLC | 64 | $3.00K | 0.00% | +64 | New |
| Jackson, Grant Investment Advisers, Inc. | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 140 | $7.00K | 0.00% | −31−18.1% | Reduced |
| First Horizon Corp | 147 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 159 | $8.00K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | – | $9.00K | 0.01% | – | – |
| Huntington National Bank | 230 | $11.0K | 0.00% | +230 | New |
| Berman Capital Advisors, LLC | 260 | $12.0K | 0.00% | +1+0.4% | Added |
| Exchange Traded Concepts, LLC | 261 | $12.0K | 0.00% | +261 | New |
| Sargent Bickham Lagudis LLC | 270 | $13.0K | 0.00% | +1+0.4% | Added |
| TCI Wealth Advisors, Inc. | 321 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 350 | $17.0K | 0.00% | +3+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 400 | $19.0K | 0.00% | −232−36.7% | Reduced |
| Bessemer Group Inc | 405 | $19.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 407 | $19.0K | 0.01% | −8−1.9% | Reduced |
| Delta Asset Management LLC | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 416 | $20.0K | 0.00% | −83−16.6% | Reduced |
| Arkadios Wealth Advisors | 475 | $22.0K | 0.00% | +1+0.2% | Added |
| IFP Advisors, Inc | 473 | $22.0K | 0.00% | +473 | New |
| Sonora Investment Management, LLC | 487 | $23.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 473 | $23.0K | 0.00% | +191+67.7% | Added |
| Ancora Advisors, LLC | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 508 | $24.0K | 0.00% | +49+10.7% | Added |
| Rockefeller Capital Management L.P. | 602 | $28.0K | 0.00% | +150+33.2% | Added |
| Advisory Services Network, LLC | 658 | $31.0K | 0.00% | −12,604−95.0% | Reduced |
| Signaturefd, LLC | 664 | $32.0K | 0.00% | +45+7.3% | Added |
| Plante Moran Financial Advisors, LLC | 800 | $38.0K | 0.01% | +725+966.7% | Added |
| Accel Wealth Management | 846 | $40.0K | 0.03% | +44+5.5% | Added |
| Brewin Dolphin Ltd | 905 | $43.1K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,006 | $47.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $48.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,000 | $48.0K | 0.00% | +1,000 | New |
| Harbour Investments, Inc. | 1,380 | $66.0K | 0.00% | +858+164.4% | Added |
| Exos Asset Management LLC | 1,964 | $94.0K | 0.05% | +1,964 | New |
| First PREMIER Bank | 2,000 | $95.0K | 0.03% | +2,000 | New |
| Captrust Financial Advisors | 2,073 | $99.0K | 0.00% | +117+6.0% | Added |
| The PNC Financial Services Group, Inc. | 2,498 | $119.0K | 0.00% | −512−17.0% | Reduced |
| American Portfolios Advisors | 2,653 | $126.4K | 0.00% | +870+48.8% | Added |
| Advisor Group Holdings, Inc. | 3,119 | $149.0K | 0.00% | −1,080−25.7% | Reduced |
| USA Financial Portformulas Corp | 3,344 | $159.0K | 0.13% | −859−20.4% | Reduced |
| AdvisorNet Financial, Inc | 3,540 | $169.0K | 0.01% | +40+1.1% | Added |
| Sutton Wealth Advisors Inc. | 3,743 | $178.2K | 0.07% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,166 | $198.0K | 0.01% | +3,433+468.3% | Added |
| Pictet Asset Management Ltd | 4,206 | $200.0K | 0.00% | −794−15.9% | Reduced |
| Exane Derivatives | 4,400 | $202.8K | 0.05% | +4,400 | New |
| Versor Investments LP | 4,501 | $214.0K | 0.01% | +4,501 | New |
| Macquarie Group Ltd | 4,567 | $217.0K | 0.00% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 4,868 | $232.0K | 0.03% | +4,868 | New |
| Connable Office Inc | 4,890 | $233.0K | 0.03% | −1,184−19.5% | Reduced |
| Delta Capital Management LLC | 4,900 | $233.0K | 0.14% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,953 | $236.0K | 0.05% | −2,668−35.0% | Reduced |
| Pinnacle Associates Ltd | 5,041 | $240.0K | 0.00% | −1,655−24.7% | Reduced |
| Convergence Investment Partners, LLC | 5,081 | $242.0K | 0.10% | +119+2.4% | Added |
| Tudor Investment Corp Et Al | 5,318 | $253.0K | 0.01% | −22,072−80.6% | Reduced |
| Principle Wealth Partners LLC | 5,426 | $258.0K | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,555 | $258.0K | 0.01% | +5,555 | New |
| Inscription Capital, LLC | 5,426 | $258.0K | 0.03% | +5,426 | New |
| Gamco Investors, Inc. Et Al | 5,700 | $271.0K | 0.00% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 5,750 | $273.0K | 0.12% | +5,750 | New |
| CAPROCK Group, Inc. | 5,781 | $275.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,834 | $278.0K | 0.01% | +43+0.7% | Added |
| Crossmark Global Holdings, Inc. | 5,964 | $284.0K | 0.01% | −610−9.3% | Reduced |
| Public Employees Retirement System of Ohio | 6,269 | $299.0K | 0.00% | −1,421−18.5% | Reduced |
| Securian Asset Management, Inc | 6,369 | $303.0K | 0.01% | −100−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 6,392 | $304.0K | 0.00% | +1,421+28.6% | Added |
| Tower Research Capital LLC (TRC) | 6,949 | $331.0K | 0.01% | −3,106−30.9% | Reduced |
| SEI Investments Co | 6,976 | $332.0K | 0.00% | −7,376−51.4% | Reduced |
| Gabelli Funds LLC | 7,000 | $333.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 7,011 | $334.0K | 0.00% | −1,686−19.4% | Reduced |
| Waterfront Wealth Inc. | 7,058 | $336.0K | 0.16% | +7,058 | New |
| Pacer Advisors, Inc. | 7,309 | $348.0K | 0.00% | −87−1.2% | Reduced |
| Teza Capital Management LLC | 7,329 | $349.0K | 0.06% | +7,329 | New |
| XTX Topco Ltd | 7,367 | $351.0K | 0.12% | +7,367 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,419 | $353.0K | 0.00% | −713−8.8% | Reduced |
| Bel Air Investment Advisors LLC | 7,500 | $357.0K | 0.01% | +7,500 | New |
| Kestra Advisory Services, LLC | 7,547 | $359.0K | 0.00% | +11+0.1% | Added |
| US Bancorp | 7,630 | $364.0K | 0.00% | +545+7.7% | Added |
| Voloridge Investment Management, LLC | 7,709 | $367.0K | 0.00% | −4,017−34.3% | Reduced |
| KG&L Capital Management,LLC | 8,000 | $381.0K | 0.17% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 7,998 | $381.0K | 0.01% | +6,151+333.0% | Added |
| Bank of Montreal | 8,251 | $383.0K | 0.00% | −38−0.5% | Reduced |
| Wellington Management Group LLP | 8,177 | $389.0K | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 8,870 | $422.0K | 0.00% | +8,870 | New |
| Engineers Gate Manager LP | 8,990 | $428.0K | 0.03% | −18,630−67.5% | Reduced |
| Truist Financial Corp | 9,042 | $431.0K | 0.00% | +9,042 | New |
| Squarepoint Ops LLC | 9,129 | $435.0K | 0.00% | −21,914−70.6% | Reduced |
| Teacher Retirement System of Texas | 9,186 | $437.0K | 0.00% | +1,356+17.3% | Added |
| Zeke Capital Advisors, LLC | 9,606 | $457.0K | 0.03% | +30+0.3% | Added |
| Public Employees Retirement Association of Colorado | 9,773 | $465.0K | 0.00% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 10,056 | $479.0K | 0.05% | +674+7.2% | Added |