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, Q1 2022
Institutional positions in Terex Corp as of Mar 31, 2022. 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
- 279
- −1 vs. Q4 2021
- Shares held
- 60.8M
- +993.2K (+1.7%) vs. Q4 2021
- Total value
- $2.17B
- −$453.3M (−17.3%) vs. Q4 2021
- New holders
- 40
- 107 more added
- Sold out
- 41
- 93 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 11 | $0 | 0.00% | +6+120.0% | Added |
| Disciplined Investments, LLC | 9 | $0 | 0.00% | +9 | New |
| Cordant, Inc. | 14 | $0 | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Kelly Financial Services LLC | 7 | $250 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 23 | $1.00K | 0.00% | −19−45.2% | Reduced |
| JFS Wealth Advisors, LLC | 18 | $1.00K | 0.00% | +6+50.0% | Added |
| Private Capital Group, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Global Retirement Partners, LLC | 38 | $1.00K | 0.00% | +38 | New |
| TCWP LLC | 41 | $1.00K | 0.00% | +41 | New |
| Patriot Financial Group Insurance Agency, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 46 | $2.00K | 0.00% | +23+100.0% | Added |
| Zullo Investment Group, Inc. | 74 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 85 | $3.00K | 0.00% | +22+34.9% | Added |
| Quent Capital, LLC | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 91 | $3.00K | 0.00% | +91 | New |
| Concord Wealth Partners | 72 | $3.00K | 0.00% | +72 | New |
| Byrne Asset Management LLC | 100 | $4.00K | 0.00% | −200−66.7% | Reduced |
| Dividend Assets Capital, LLC | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 88 | $4.00K | 0.00% | +88 | New |
| Lloyd Advisory Services, LLC. | 104 | $4.00K | 0.00% | +104 | New |
| First Horizon Advisors, Inc. | 147 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 169 | $6.00K | 0.00% | +18+11.9% | Added |
| Brown Brothers Harriman & Co | 170 | $6.00K | 0.00% | +170 | New |
| Assetmark, Inc | 185 | $7.00K | 0.00% | +60+48.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 212 | $8.00K | 0.00% | +212 | New |
| Sargent Bickham Lagudis LLC | 272 | $10.0K | 0.00% | +1+0.4% | Added |
| Fifth Third Bancorp | 289 | $10.0K | 0.00% | +289 | New |
| CWM, LLC | 301 | $11.0K | 0.00% | +83+38.1% | Added |
| TCI Wealth Advisors, Inc. | 321 | $12.0K | 0.00% | −103−24.3% | Reduced |
| Parallel Advisors, LLC | 324 | $12.0K | 0.00% | −46−12.4% | Reduced |
| FourThought Financial, LLC | 391 | $14.0K | 0.00% | −748−65.7% | Reduced |
| Bessemer Group Inc | 405 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 368 | $14.0K | 0.00% | +7+1.9% | Added |
| Ellevest, Inc. | 412 | $15.0K | 0.00% | +360+692.3% | Added |
| Rockefeller Capital Management L.P. | 452 | $16.0K | 0.00% | −4−0.9% | Reduced |
| Parkside Financial Bank & Trust | 475 | $17.0K | 0.00% | −4−0.8% | Reduced |
| Signaturefd, LLC | 498 | $18.0K | 0.00% | −213−30.0% | Reduced |
| Ancora Advisors, LLC | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 730 | $26.0K | 0.00% | +730 | New |
| Accel Wealth Management | 853 | $30.0K | 0.02% | +3+0.4% | Added |
| Amundi | 868 | $31.0K | 0.00% | +868 | New |
| Harvest Fund Management Co., Ltd | 1,006 | $35.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 969 | $35.0K | 0.00% | +969 | New |
| Vestcor Inc | 1,002 | $36.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $36.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,000 | $36.0K | 0.00% | +1,000 | New |
| IFP Advisors, Inc | 865 | $38.0K | 0.00% | +795+1,135.7% | Added |
| Money Concepts Capital Corp | 1,090 | $39.0K | 0.00% | +1,090 | New |
| Lazard Asset Management LLC | 1,213 | $43.0K | 0.00% | +78+6.9% | Added |
| State of Wyoming | 1,569 | $56.0K | 0.03% | +1,188+311.8% | Added |
| Aquatic Capital Management LLC | 1,600 | $57.0K | 0.09% | +1,600 | New |
| Quantbot Technologies LP | 1,688 | $60.0K | 0.01% | +1,688 | New |
| First PREMIER Bank | 2,000 | $71.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,041 | $73.0K | 0.00% | −149−6.8% | Reduced |
| American Portfolios Advisors | 2,373 | $84.6K | 0.00% | +119+5.3% | Added |
| Macquarie Group Ltd | 3,051 | $109.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,175 | $113.2K | 0.00% | +2,635+488.0% | Added |
| Simplex Trading, LLC | 3,619 | $129.0K | 0.00% | −1,114−23.5% | Reduced |
| Whittier Trust Co | 3,696 | $132.0K | 0.00% | −417−10.1% | Reduced |
| Sutton Wealth Advisors Inc. | 3,766 | $134.3K | 0.05% | +16+0.4% | Added |
| Metropolitan Life Insurance Co | 4,168 | $148.6K | 0.01% | −24,633−85.5% | Reduced |
| Public Employees Retirement System of Ohio | 4,916 | $175.0K | 0.00% | +84+1.7% | Added |
| Acadian Asset Management LLC | 4,984 | $177.0K | 0.00% | +1,488+42.6% | Added |
| Exane Derivatives | 5,012 | $178.7K | 0.05% | +5,012 | New |
| PEAK6 Investments LLC | 5,124 | $183.0K | 0.01% | +2,281+80.2% | Added |
| Gamco Investors, Inc. Et Al | 5,700 | $203.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 5,755 | $205.0K | 0.00% | +5,755 | New |
| Brinker Capital Investments, LLC | 5,821 | $208.0K | 0.00% | −1,619−21.8% | Reduced |
| SG Americas Securities, LLC | 5,889 | $210.0K | 0.00% | −8,709−59.7% | Reduced |
| Susquehanna International Group, LLP | 5,877 | $210.0K | 0.00% | −1,931−24.7% | Reduced |
| AdvisorNet Financial, Inc | 5,920 | $211.0K | 0.01% | +1,300+28.1% | Added |
| LVZ Advisors, Inc. | 6,000 | $214.0K | 0.03% | +517+9.4% | Added |
| Profund Advisors LLC | 6,110 | $218.0K | 0.01% | +734+13.7% | Added |
| Graham Capital Management, L.P. | 6,168 | $219.0K | 0.01% | +6,168 | New |
| Securian Asset Management, Inc | 6,263 | $223.0K | 0.00% | +104+1.7% | Added |
| Crossmark Global Holdings, Inc. | 6,294 | $225.0K | 0.01% | +340+5.7% | Added |
| Point72 Hong Kong Ltd | 6,453 | $230.0K | 0.02% | +4,911+318.5% | Added |
| CWM Advisors, LLC | 6,570 | $234.0K | 0.03% | +890+15.7% | Added |
| Quadrature Capital Ltd | 6,638 | $237.0K | 0.01% | +1,116+20.2% | Added |
| Camden Capital, LLC | 6,642 | $237.0K | 0.05% | +1,308+24.5% | Added |
| Gabelli Funds LLC | 7,000 | $250.0K | 0.00% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 7,155 | $255.0K | 0.11% | −2,200−23.5% | Reduced |
| Trexquant Investment LP | 7,233 | $258.0K | 0.01% | −4,199−36.7% | Reduced |
| Hantz Financial Services, Inc. | 7,379 | $263.0K | 0.01% | −3,544−32.4% | Reduced |
| Winton Group Ltd | 7,503 | $268.0K | 0.01% | +7,503 | New |
| Bank of Montreal | 7,262 | $270.0K | 0.00% | −1,089−13.0% | Reduced |
| Kestra Advisory Services, LLC | 7,661 | $273.0K | 0.00% | +31+0.4% | Added |
| Zeke Capital Advisors, LLC | 7,727 | $276.0K | 0.01% | −1,388−15.2% | Reduced |
| Dark Forest Capital Management LP | 7,829 | $279.0K | 0.07% | +6,560+516.9% | Added |
| SEI Investments Co | 8,055 | $287.0K | 0.00% | −3,490−30.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,147 | $291.0K | 0.00% | +8,147 | New |
| Tower Research Capital LLC (TRC) | 8,635 | $308.0K | 0.00% | +3,905+82.6% | Added |
| Walleye Trading LLC | 9,115 | $325.0K | 0.01% | −3,163−25.8% | Reduced |
| Toronto Dominion Bank | 9,200 | $328.0K | 0.00% | −4,700−33.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,500 | $339.0K | 0.02% | +9,500 | New |
| Raymond James Financial Services Advisors, Inc. | 9,561 | $341.0K | 0.00% | −232−2.4% | Reduced |
| Public Employees Retirement Association of Colorado | 9,773 | $349.0K | 0.00% | 00.0% | Unchanged |