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 2022
Institutional positions in Terex Corp as of Sep 30, 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
- 274
- +14 vs. Q2 2022
- Shares held
- 59.6M
- −239.2K (−0.4%) vs. Q2 2022
- Total value
- $1.77B
- +$135.9M (+8.3%) vs. Q2 2022
- New holders
- 40
- 90 more added
- Sold out
- 26
- 109 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $0 | 0.00% | +6+100.0% | Added |
| Gradient Investments LLC | 6 | $0 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 20 | $0 | 0.00% | +20 | New |
| Kelly Financial Services LLC | 7 | $208 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 46 | $1.00K | 0.00% | −353−88.5% | Reduced |
| Massmutual Trust Co FSB | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $1.00K | 0.00% | +10+27.0% | Added |
| SRS Capital Advisors, Inc. | 46 | $1.00K | 0.00% | +23+100.0% | Added |
| Global Retirement Partners, LLC | 20 | $1.00K | 0.00% | −4−16.7% | Reduced |
| Rosenberg Matthew Hamilton | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 44 | $1.00K | 0.00% | +13+41.9% | Added |
| Glassman Wealth Services | 34 | $1.00K | 0.00% | +24+240.0% | Added |
| Globeflex Capital L P | 30 | $1.00K | 0.00% | +30 | New |
| Neo Ivy Capital Management | 26 | $1.00K | 0.00% | +26 | New |
| Zullo Investment Group, Inc. | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 76 | $2.00K | 0.00% | +76 | New |
| Covestor Ltd | 108 | $3.00K | 0.00% | −26−19.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 91 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $3.00K | 0.00% | +58+214.8% | Added |
| Dividend Assets Capital, LLC | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 128 | $4.00K | 0.00% | +128 | New |
| TCI Wealth Advisors, Inc. | 177 | $5.00K | 0.00% | +4+2.3% | Added |
| Rockefeller Capital Management L.P. | 215 | $6.00K | 0.00% | −543−71.6% | Reduced |
| Howe & Rusling Inc | 200 | $6.00K | 0.00% | +200 | New |
| EverSource Wealth Advisors, LLC | 189 | $6.00K | 0.00% | +189 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 221 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 220 | $7.00K | 0.00% | +169+331.4% | Added |
| Sargent Bickham Lagudis LLC | 275 | $8.00K | 0.00% | +1+0.4% | Added |
| Fifth Third Bancorp | 274 | $8.00K | 0.00% | +47+20.7% | Added |
| Meeder Asset Management Inc | 329 | $10.0K | 0.00% | −645−66.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 380 | $12.0K | 0.00% | +118+45.0% | Added |
| Private Trust Co NA | 434 | $13.0K | 0.00% | +162+59.6% | Added |
| Ancora Advisors, LLC | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 508 | $15.0K | 0.00% | +33+6.9% | Added |
| First Horizon Advisors, Inc. | 600 | $17.0K | 0.00% | +275+84.6% | Added |
| Ronald Blue Trust, Inc. | 723 | $20.0K | 0.00% | +189+35.4% | Added |
| Aquatic Capital Management LLC | 700 | $21.0K | 0.00% | −200−22.2% | Reduced |
| CWM, LLC | 722 | $21.0K | 0.00% | +468+184.3% | Added |
| Nomura Asset Management Co Ltd | 730 | $21.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 751 | $22.0K | 0.01% | −573−43.3% | Reduced |
| Signaturefd, LLC | 805 | $24.0K | 0.00% | +252+45.6% | Added |
| Assetmark, Inc | 910 | $27.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 911 | $27.0K | 0.00% | +43+5.0% | Added |
| Accel Wealth Management | 860 | $28.0K | 0.01% | +4+0.5% | Added |
| Bessemer Group Inc | 934 | $28.0K | 0.00% | +529+130.6% | Added |
| Harvest Fund Management Co., Ltd | 1,006 | $30.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,000 | $30.0K | 0.00% | +1,000 | New |
| AdvisorNet Financial, Inc | 1,080 | $32.0K | 0.00% | −3,705−77.4% | Reduced |
| Lazard Asset Management LLC | 1,213 | $36.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,250 | $37.2K | 0.00% | −202−13.9% | Reduced |
| IFP Advisors, Inc | 901 | $39.0K | 0.00% | +121+15.5% | Added |
| Quadrant Capital Group LLC | 1,666 | $50.0K | 0.01% | +1,268+318.6% | Added |
| Wipfli Financial Advisors LLC, | 1,674 | $50.0K | 0.00% | +1,674 | New |
| First PREMIER Bank | 2,000 | $59.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 2,269 | $67.0K | 0.00% | −1,200−34.6% | Reduced |
| Group One Trading, L.P. | 2,720 | $81.0K | 0.00% | +2,720 | New |
| Macquarie Group Ltd | 2,724 | $91.0K | 0.00% | −327−10.7% | Reduced |
| Parallel Advisors, LLC | 3,329 | $99.0K | 0.00% | +2,953+785.4% | Added |
| Sutton Wealth Advisors Inc. | 3,515 | $104.5K | 0.04% | +23+0.7% | Added |
| Metropolitan Life Insurance Co | 4,168 | $124.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,241 | $155.0K | 0.00% | −854−14.0% | Reduced |
| Leonteq Securities AG | 5,408 | $160.8K | 0.01% | −682−11.2% | Reduced |
| Public Employees Retirement System of Ohio | 5,464 | $162.0K | 0.00% | +287+5.5% | Added |
| Simplex Trading, LLC | 5,819 | $173.0K | 0.01% | −10,171−63.6% | Reduced |
| Securian Asset Management, Inc | 6,163 | $183.0K | 0.01% | −100−1.6% | Reduced |
| Tower Research Capital LLC (TRC) | 6,531 | $195.0K | 0.00% | +1,103+20.3% | Added |
| CWM Advisors, LLC | 6,938 | $206.0K | 0.03% | −823−10.6% | Reduced |
| LVZ Advisors, Inc. | 6,934 | $206.0K | 0.04% | +6,934 | New |
| Gabelli Funds LLC | 7,000 | $208.0K | 0.00% | +7,000 | New |
| Zeke Capital Advisors, LLC | 7,002 | $208.0K | 0.02% | +7,002 | New |
| KG&L Capital Management,LLC | 7,155 | $213.0K | 0.12% | +7,155 | New |
| Janney Montgomery Scott LLC | 7,321 | $218.0K | 0.00% | +7,321 | New |
| Ergoteles LLC | 7,426 | $221.0K | 0.01% | +7,426 | New |
| Brinker Capital Investments, LLC | 7,497 | $223.0K | 0.00% | +7,497 | New |
| Cambridge Investment Research Advisors, Inc. | 7,569 | $225.0K | 0.00% | −583−7.2% | Reduced |
| Kestra Advisory Services, LLC | 7,587 | $226.0K | 0.00% | +7,587 | New |
| Perigon Wealth Management, LLC | 8,486 | $252.0K | 0.02% | +8,486 | New |
| CX Institutional | 8,653 | $257.0K | 0.02% | +2,731+46.1% | Added |
| Fox Run Management, L.L.C. | 8,835 | $263.0K | 0.10% | +8,835 | New |
| The PNC Financial Services Group, Inc. | 8,856 | $264.0K | 0.00% | +444+5.3% | Added |
| Dark Forest Capital Management LP | 8,918 | $265.0K | 0.05% | −56,150−86.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,500 | $283.0K | 0.02% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 9,628 | $286.0K | 0.00% | −66,713−87.4% | Reduced |
| State of Alaska, Department of Revenue | 9,720 | $289.0K | 0.00% | −245−2.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,792 | $291.0K | 0.01% | −1,808−15.6% | Reduced |
| Public Employees Retirement Association of Colorado | 9,773 | $291.0K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 9,974 | $297.0K | 0.04% | +217+2.2% | Added |
| CIBC Private Wealth Group, LLC | 10,148 | $302.0K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 10,228 | $304.0K | 0.14% | +10,228 | New |
| Dakota Wealth Management | 10,235 | $304.0K | 0.02% | +10,235 | New |
| Diametric Capital, LP | 10,222 | $304.0K | 0.15% | +10,222 | New |
| Versor Investments LP | 10,254 | $305.0K | 0.02% | −21,100−67.3% | Reduced |
| Xponance, Inc. | 10,465 | $311.0K | 0.01% | −311−2.9% | Reduced |
| TCW Group Inc | 10,545 | $314.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,766 | $320.0K | 0.00% | −33−0.3% | Reduced |
| Brighton Jones LLC | 10,813 | $322.0K | 0.02% | −12,122−52.9% | Reduced |