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, Q3 2021
Institutional positions in Terex Corp as of Sep 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
- 283
- +20 vs. Q2 2021
- Shares held
- 60.1M
- −62.4K (−0.1%) vs. Q2 2021
- Total value
- $2.54B
- −$326.2M (−11.4%) vs. Q2 2021
- New holders
- 48
- 90 more added
- Sold out
- 28
- 95 more reduced
5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 676 | $0 | 0.00% | +260+62.5% | Added |
| Glassman Wealth Services | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $0 | 0.00% | +11 | New |
| Meridian Wealth Partners, LLC | 8 | $0 | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 11 | $0 | 0.00% | +11 | New |
| Kelly Financial Services LLC | 7 | $295 | 0.00% | +7 | New |
| Private Capital Group, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Tradition Wealth Management, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 75 | $3.00K | 0.00% | +24+47.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 147 | $6.00K | 0.00% | +147 | New |
| Hanseatic Management Services Inc | 159 | $7.00K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 173 | $7.00K | 0.00% | +173 | New |
| Pacitti Group Inc. | 203 | $9.00K | 0.01% | – | – |
| Sargent Bickham Lagudis LLC | 271 | $11.0K | 0.00% | +1+0.4% | Added |
| First Manhattan Co | 282 | $11.0K | 0.00% | +282 | New |
| Allworth Financial LP | 260 | $11.0K | 0.00% | +260 | New |
| Berman Capital Advisors, LLC | 294 | $12.0K | 0.00% | +34+13.1% | Added |
| TCI Wealth Advisors, Inc. | 345 | $15.0K | 0.00% | +24+7.5% | Added |
| Delta Asset Management LLC | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 405 | $17.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 414 | $17.0K | 0.01% | +7+1.7% | Added |
| Gemmer Asset Management LLC | 428 | $18.0K | 0.00% | +428 | New |
| Rockefeller Capital Management L.P. | 452 | $19.0K | 0.00% | −150−24.9% | Reduced |
| Parallel Advisors, LLC | 461 | $19.0K | 0.00% | −12−2.5% | Reduced |
| Quadrant Capital Group LLC | 440 | $19.0K | 0.00% | +90+25.7% | Added |
| O'Shaughnessy Asset Management, LLC | 444 | $19.0K | 0.00% | +418+1,607.7% | Added |
| IFP Advisors, Inc | 476 | $20.0K | 0.00% | +3+0.6% | Added |
| Arkadios Wealth Advisors | 476 | $20.0K | 0.00% | +1+0.2% | Added |
| Ancora Advisors, LLC | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 487 | $21.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 594 | $25.0K | 0.00% | +594 | New |
| Signaturefd, LLC | 657 | $28.0K | 0.00% | −7−1.1% | Reduced |
| Leonteq Securities AG | 732 | $30.8K | 0.00% | +732 | New |
| Accel Wealth Management | 807 | $34.0K | 0.02% | −39−4.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 800 | $34.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 905 | $38.1K | 0.00% | 00.0% | Unchanged |
| First Quadrant L P | 935 | $39.0K | 0.00% | +935 | New |
| FMR LLC | 937 | $40.0K | 0.00% | +429+84.4% | Added |
| Cullen/Frost Bankers, Inc. | 1,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,006 | $42.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,135 | $47.0K | 0.00% | +1,135 | New |
| FourThought Financial, LLC | 1,139 | $47.0K | 0.01% | +1,139 | New |
| Harbour Investments, Inc. | 1,380 | $58.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 2,000 | $84.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,076 | $87.0K | 0.00% | +3+0.1% | Added |
| The PNC Financial Services Group, Inc. | 2,377 | $101.0K | 0.00% | −121−4.8% | Reduced |
| American Portfolios Advisors | 2,403 | $101.2K | 0.00% | −250−9.4% | Reduced |
| Contravisory Investment Management, Inc. | 3,498 | $147.0K | 0.04% | +3,498 | New |
| Sutton Wealth Advisors Inc. | 3,743 | $157.6K | 0.06% | 00.0% | Unchanged |
| Macquarie Group Ltd | 4,567 | $192.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,620 | $195.0K | 0.01% | +1,080+30.5% | Added |
| Convergence Investment Partners, LLC | 4,688 | $197.0K | 0.11% | −393−7.7% | Reduced |
| Dark Forest Capital Management LP | 4,757 | $200.0K | 0.07% | +4,755+237,750.0% | Added |
| Bridgefront Capital, LLC | 4,785 | $201.0K | 0.21% | +4,785 | New |
| Exane Derivatives | 4,848 | $204.1K | 0.05% | +448+10.2% | Added |
| Delta Capital Management LLC | 4,900 | $206.0K | 0.13% | 00.0% | Unchanged |
| Connable Office Inc | 4,952 | $208.0K | 0.03% | +62+1.3% | Added |
| LVZ Advisors, Inc. | 5,015 | $211.0K | 0.03% | +147+3.0% | Added |
| Pinnacle Associates Ltd | 5,040 | $212.0K | 0.00% | −10.0% | Reduced |
| Camden Capital, LLC | 5,076 | $214.0K | 0.04% | +123+2.5% | Added |
| Public Employees Retirement System of Ohio | 5,173 | $218.0K | 0.00% | −1,096−17.5% | Reduced |
| Profund Advisors LLC | 5,210 | $219.0K | 0.01% | −624−10.7% | Reduced |
| Tower Research Capital LLC (TRC) | 5,273 | $222.0K | 0.01% | −1,676−24.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 5,340 | $225.0K | 0.00% | −52,533−90.8% | Reduced |
| C M Bidwell & Associates Ltd | 5,385 | $227.0K | 0.15% | +5,385 | New |
| Principle Wealth Partners LLC | 5,426 | $228.0K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,412 | $228.0K | 0.03% | +5,412 | New |
| Gamco Investors, Inc. Et Al | 5,700 | $240.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 5,775 | $243.0K | 0.00% | −29,354−83.6% | Reduced |
| CAPROCK Group, Inc. | 5,781 | $243.0K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,898 | $248.0K | 0.00% | +5,898 | New |
| Crossmark Global Holdings, Inc. | 5,914 | $249.0K | 0.01% | −50−0.8% | Reduced |
| Jefferies Group LLC | 6,024 | $253.6K | 0.01% | +6,024 | New |
| Commonwealth Equity Services, LLC | 6,148 | $258.0K | 0.00% | −244−3.8% | Reduced |
| Securian Asset Management, Inc | 6,259 | $264.0K | 0.01% | −110−1.7% | Reduced |
| Valeo Financial Advisors, LLC | 6,263 | $264.0K | 0.02% | +6,263 | New |
| Verition Fund Management LLC | 6,293 | $265.0K | 0.00% | −10,440−62.4% | Reduced |
| Virginia Retirement Systems Et Al | 6,700 | $282.0K | 0.00% | +6,700 | New |
| Waterfront Wealth Inc. | 6,984 | $294.0K | 0.14% | −74−1.0% | Reduced |
| Gabelli Funds LLC | 7,000 | $295.0K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 7,096 | $299.0K | 0.02% | +7,096 | New |
| Truist Financial Corp | 7,345 | $309.0K | 0.00% | −1,697−18.8% | Reduced |
| Kestra Advisory Services, LLC | 7,593 | $320.0K | 0.00% | +46+0.6% | Added |
| Wills Financial Group, Inc. | 7,717 | $324.0K | 0.15% | +1,967+34.2% | Added |
| Pearl River Capital, LLC | 7,929 | $334.0K | 0.09% | +7,929 | New |
| KG&L Capital Management,LLC | 8,055 | $339.0K | 0.15% | +55+0.7% | Added |
| Winton Group Ltd | 8,712 | $367.0K | 0.02% | −2,484−22.2% | Reduced |
| Zeke Capital Advisors, LLC | 9,115 | $384.0K | 0.02% | −491−5.1% | Reduced |
| Polar Asset Management Partners Inc. | 9,367 | $394.0K | 0.00% | −899−8.8% | Reduced |
| Pacer Advisors, Inc. | 9,630 | $405.0K | 0.01% | +2,321+31.8% | Added |
| Public Employees Retirement Association of Colorado | 9,773 | $411.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 9,914 | $417.0K | 0.01% | +9,914 | New |
| CIBC Private Wealth Group, LLC | 10,148 | $427.0K | 0.00% | 00.0% | Unchanged |
| Loveless Wealth Management LLC | 10,235 | $431.0K | 0.26% | 00.0% | Unchanged |