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, Q4 2021
Institutional positions in Terex Corp as of Dec 31, 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
- +3 vs. Q3 2021
- Shares held
- 59.8M
- −325.9K (−0.5%) vs. Q3 2021
- Total value
- $2.63B
- +$87.7M (+3.5%) vs. Q3 2021
- New holders
- 42
- 102 more added
- Sold out
- 39
- 98 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 7 | $0 | 0.00% | −1,373−99.5% | Reduced |
| Glassman Wealth Services | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 4 | $0 | 0.00% | +4 | New |
| Schubert & Co | 5 | $0 | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 8 | $0 | 0.00% | +8 | New |
| Kelly Financial Services LLC | 7 | $308 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 15 | $1.00K | 0.00% | −385−96.3% | Reduced |
| Private Capital Group, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.00K | 0.00% | +12+109.1% | Added |
| Umb Bank N A | 31 | $1.00K | 0.00% | +31 | New |
| JFS Wealth Advisors, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Ellevest, Inc. | 52 | $2.00K | 0.00% | −23−30.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 42 | $2.00K | 0.00% | +42 | New |
| IFP Advisors, Inc | 70 | $3.00K | 0.00% | −406−85.3% | Reduced |
| Tradition Wealth Management, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 74 | $3.00K | 0.00% | +74 | New |
| Covestor Ltd | 63 | $3.00K | 0.00% | +63 | New |
| Quent Capital, LLC | 73 | $3.00K | 0.00% | +73 | New |
| Reilly Financial Advisors, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Assetmark, Inc | 125 | $5.00K | 0.00% | +125 | New |
| Dividend Assets Capital, LLC | 125 | $5.00K | 0.00% | +125 | New |
| First Horizon Advisors, Inc. | 147 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 159 | $7.00K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 151 | $7.00K | 0.00% | −22−12.7% | Reduced |
| Spire Wealth Management | 156 | $7.00K | 0.00% | +16+11.4% | Added |
| CWM, LLC | 218 | $10.0K | 0.00% | +218 | New |
| Sargent Bickham Lagudis LLC | 271 | $12.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $13.0K | 0.01% | +300 | New |
| Quadrant Capital Group LLC | 361 | $16.0K | 0.00% | −79−18.0% | Reduced |
| Parallel Advisors, LLC | 370 | $16.0K | 0.00% | −91−19.7% | Reduced |
| State of Wyoming | 381 | $17.0K | 0.01% | +381 | New |
| Delta Asset Management LLC | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 405 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 424 | $19.0K | 0.00% | +79+22.9% | Added |
| Rockefeller Capital Management L.P. | 456 | $20.0K | 0.00% | +4+0.9% | Added |
| Parkside Financial Bank & Trust | 479 | $21.0K | 0.01% | +65+15.7% | Added |
| Ancora Advisors, LLC | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 521 | $23.0K | 0.00% | +261+100.4% | Added |
| Leonteq Securities AG | 540 | $23.7K | 0.00% | −192−26.2% | Reduced |
| Eaton Vance Management | 598 | $26.0K | 0.00% | −78−11.5% | Reduced |
| Signaturefd, LLC | 711 | $31.0K | 0.00% | +54+8.2% | Added |
| DekaBank Deutsche Girozentrale | 703 | $31.0K | 0.00% | +703 | New |
| Accel Wealth Management | 850 | $37.0K | 0.02% | +43+5.3% | Added |
| FMR LLC | 960 | $42.0K | 0.00% | +23+2.5% | Added |
| Harvest Fund Management Co., Ltd | 1,006 | $44.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,002 | $44.0K | 0.00% | +1,002 | New |
| Lazard Asset Management LLC | 1,135 | $49.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,139 | $50.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,192 | $52.0K | 0.00% | +1,192 | New |
| Dark Forest Capital Management LP | 1,269 | $56.0K | 0.02% | −3,488−73.3% | Reduced |
| Point72 Hong Kong Ltd | 1,542 | $68.0K | 0.01% | +1,542 | New |
| First PREMIER Bank | 2,000 | $88.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,190 | $96.0K | 0.00% | +114+5.5% | Added |
| American Portfolios Advisors | 2,254 | $99.1K | 0.00% | −149−6.2% | Reduced |
| PEAK6 Investments LLC | 2,843 | $125.0K | 0.00% | +2,843 | New |
| Macquarie Group Ltd | 3,051 | $134.0K | 0.00% | −1,516−33.2% | Reduced |
| Acadian Asset Management LLC | 3,496 | $153.0K | 0.00% | −59,164−94.4% | Reduced |
| Contravisory Investment Management, Inc. | 3,498 | $154.0K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,750 | $164.8K | 0.05% | +7+0.2% | Added |
| Whittier Trust Co | 4,113 | $181.0K | 0.00% | +4,113 | New |
| Principle Wealth Partners LLC | 4,591 | $202.0K | 0.02% | −835−15.4% | Reduced |
| AdvisorNet Financial, Inc | 4,620 | $203.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,730 | $208.0K | 0.00% | −543−10.3% | Reduced |
| Simplex Trading, LLC | 4,733 | $208.0K | 0.01% | +4,733 | New |
| Connable Office Inc | 4,755 | $209.0K | 0.03% | −197−4.0% | Reduced |
| Public Employees Retirement System of Ohio | 4,832 | $212.0K | 0.00% | −341−6.6% | Reduced |
| Quantinno Capital Management LP | 4,853 | $213.0K | 0.04% | −5,811−54.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 4,900 | $215.0K | 0.01% | −440−8.2% | Reduced |
| Delta Capital Management LLC | 4,900 | $215.0K | 0.12% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,993 | $219.0K | 0.00% | +4,993 | New |
| The PNC Financial Services Group, Inc. | 5,018 | $220.0K | 0.00% | +2,641+111.1% | Added |
| Gyon Technologies Capital Management, LP | 5,008 | $220.0K | 0.04% | +5,008 | New |
| Pinnacle Associates Ltd | 5,040 | $222.0K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 5,334 | $234.0K | 0.05% | +258+5.1% | Added |
| Profund Advisors LLC | 5,376 | $236.0K | 0.01% | +166+3.2% | Added |
| LVZ Advisors, Inc. | 5,483 | $241.0K | 0.03% | +468+9.3% | Added |
| Miracle Mile Advisors, LLC | 5,500 | $242.0K | 0.01% | +5,500 | New |
| Quadrature Capital Ltd | 5,522 | $243.0K | 0.01% | +5,522 | New |
| CWM Advisors, LLC | 5,680 | $250.0K | 0.03% | +268+5.0% | Added |
| Gamco Investors, Inc. Et Al | 5,700 | $251.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,954 | $262.0K | 0.01% | +40+0.7% | Added |
| Virginia Retirement Systems Et Al | 6,100 | $268.0K | 0.00% | −600−9.0% | Reduced |
| Securian Asset Management, Inc | 6,159 | $271.0K | 0.01% | −100−1.6% | Reduced |
| Commonwealth Equity Services, LLC | 6,170 | $271.0K | 0.00% | +22+0.4% | Added |
| DuPont Capital Management Corp | 6,586 | $289.0K | 0.01% | −46,494−87.6% | Reduced |
| Waterfront Wealth Inc. | 6,914 | $304.0K | 0.12% | −70−1.0% | Reduced |
| Wills Financial Group, Inc. | 6,987 | $307.0K | 0.12% | −730−9.5% | Reduced |
| Gabelli Funds LLC | 7,000 | $308.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 7,357 | $323.0K | 0.00% | +12+0.2% | Added |
| Brinker Capital Investments, LLC | 7,440 | $327.0K | 0.00% | +7,440 | New |
| Kestra Advisory Services, LLC | 7,630 | $335.0K | 0.00% | +37+0.5% | Added |
| Susquehanna International Group, LLP | 7,808 | $343.0K | 0.00% | +2,033+35.2% | Added |
| Bank of Montreal | 8,351 | $373.0K | 0.00% | −34,926−80.7% | Reduced |
| Commerce Bank | 8,508 | $374.0K | 0.00% | +8,508 | New |
| Zeke Capital Advisors, LLC | 9,115 | $401.0K | 0.02% | 00.0% | Unchanged |
| S. R. Schill & Associates | 9,130 | $401.0K | 0.16% | +9,130 | New |
| KG&L Capital Management,LLC | 9,355 | $411.0K | 0.17% | +1,300+16.1% | Added |