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 2022
Institutional positions in Terex Corp as of Dec 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
- 311
- +39 vs. Q3 2022
- Shares held
- 60.1M
- +541.1K (+0.9%) vs. Q3 2022
- Total value
- $2.57B
- +$795.1M (+44.8%) vs. Q3 2022
- New holders
- 63
- 95 more added
- Sold out
- 24
- 111 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 851 | $0 | 0.00% | +851 | New |
| Meeder Asset Management Inc | 4 | $171 | 0.00% | −325−98.8% | Reduced |
| Gradient Investments LLC | 6 | $256 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $299 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $427 | 0.00% | +10 | New |
| Kelly Financial Services LLC | 11 | $470 | 0.00% | +4+57.1% | Added |
| Disciplined Investments, LLC | 12 | $513 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 13,145 | $562 | 0.00% | +2,997+29.5% | Added |
| SJS Investment Consulting Inc. | 17 | $726 | 0.00% | −3−15.0% | Reduced |
| Hexagon Capital Partners LLC | 18 | $769 | 0.00% | +18 | New |
| Massmutual Trust Co FSB | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $1.07K | 0.00% | +25 | New |
| Globeflex Capital L P | 30 | $1.28K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 32 | $1.37K | 0.00% | +32 | New |
| Glassman Wealth Services | 34 | $1.45K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 36 | $1.54K | 0.00% | +36 | New |
| Schubert & Co | 45 | $1.92K | 0.00% | +1+2.3% | Added |
| Belpointe Asset Management LLC | 45 | $1.92K | 0.00% | +45 | New |
| SRS Capital Advisors, Inc. | 46 | $1.97K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 47 | $1.99K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Spire Wealth Management | 39 | $2.00K | 0.00% | +39 | New |
| JFS Wealth Advisors, LLC | 49 | $2.09K | 0.00% | +2+4.3% | Added |
| Allworth Financial LP | 51 | $2.18K | 0.00% | +5+10.9% | Added |
| Global Retirement Partners, LLC | 53 | $2.26K | 0.00% | +33+165.0% | Added |
| Quent Capital, LLC | 65 | $2.78K | 0.00% | −8−11.0% | Reduced |
| Zullo Investment Group, Inc. | 74 | $3.16K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $3.63K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 92 | $3.92K | 0.00% | +1+1.1% | Added |
| Park Place Capital Corp | 98 | $4.00K | 0.00% | +98 | New |
| Accurate Wealth Management, LLC | 107 | $4.88K | 0.00% | +107 | New |
| Dividend Assets Capital, LLC | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 118 | $5.04K | 0.00% | −262−68.9% | Reduced |
| EverSource Wealth Advisors, LLC | 143 | $6.11K | 0.00% | −46−24.3% | Reduced |
| Fiduciary Alliance LLC | 145 | $6.19K | 0.00% | +145 | New |
| Advisory Services Network, LLC | 168 | $7.18K | 0.00% | +168 | New |
| Rockefeller Capital Management L.P. | 215 | $9.00K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 260 | $11.1K | 0.00% | +39+17.6% | Added |
| Sargent Bickham Lagudis LLC | 276 | $11.8K | 0.00% | +1+0.4% | Added |
| TCI Wealth Advisors, Inc. | 332 | $14.2K | 0.00% | +155+87.6% | Added |
| GWM Advisors LLC | 731 | $14.8K | 0.00% | +731 | New |
| Fifth Third Bancorp | 366 | $15.6K | 0.00% | +92+33.6% | Added |
| Bessemer Group Inc | 405 | $17.0K | 0.00% | −529−56.6% | Reduced |
| Delta Asset Management LLC | 400 | $17.1K | 0.00% | +400 | New |
| Ancora Advisors, LLC | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 496 | $21.2K | 0.01% | −12−2.4% | Reduced |
| First Horizon Advisors, Inc. | 502 | $21.4K | 0.00% | −98−16.3% | Reduced |
| Private Trust Co NA | 525 | $22.0K | 0.00% | +91+21.0% | Added |
| Lindbrook Capital, LLC | 551 | $23.5K | 0.00% | +331+150.5% | Added |
| Virtus Fund Advisers, LLC | 578 | $24.7K | 0.18% | +578 | New |
| Nomura Asset Management Co Ltd | 730 | $31.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 735 | $31.4K | 0.01% | −16−2.1% | Reduced |
| CWM, LLC | 775 | $33.0K | 0.00% | +53+7.3% | Added |
| Ronald Blue Trust, Inc. | 1,163 | $35.0K | 0.00% | +440+60.9% | Added |
| Leonteq Securities AG | 837 | $35.8K | 0.00% | −4,571−84.5% | Reduced |
| Accel Wealth Management | 862 | $36.8K | 0.02% | +2+0.2% | Added |
| IFP Advisors, Inc | 864 | $37.0K | 0.00% | −37−4.1% | Reduced |
| Amundi | 881 | $37.6K | 0.00% | −30−3.3% | Reduced |
| Assetmark, Inc | 910 | $38.9K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,000 | $42.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $42.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,006 | $43.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,096 | $46.8K | 0.00% | +16+1.5% | Added |
| Money Concepts Capital Corp | 1,102 | $47.1K | 0.00% | +1,102 | New |
| Lazard Asset Management LLC | 1,213 | $51.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,277 | $54.5K | 0.00% | +472+58.6% | Added |
| Covestor Ltd | 1,427 | $61.0K | 0.05% | +1,319+1,221.3% | Added |
| Quadrant Capital Group LLC | 1,477 | $63.1K | 0.01% | −189−11.3% | Reduced |
| Hanson & Doremus Investment Management | 1,575 | $67.0K | 0.01% | +1,575 | New |
| Public Employees Retirement System of Ohio | 1,654 | $71.0K | 0.00% | −3,810−69.7% | Reduced |
| First PREMIER Bank | 2,000 | $85.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 2,269 | $96.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,500 | $106.0K | 0.00% | +2,500 | New |
| Tower Research Capital LLC (TRC) | 3,012 | $129.0K | 0.01% | −3,519−53.9% | Reduced |
| Sutton Wealth Advisors Inc. | 3,512 | $150.0K | 0.06% | −3−0.1% | Reduced |
| Metropolitan Life Insurance Co | 4,168 | $178.1K | 0.01% | 00.0% | Unchanged |
| Delta Capital Management LLC | 4,780 | $204.0K | 0.15% | +4,780 | New |
| JustInvest LLC | 4,818 | $205.8K | 0.01% | +4,818 | New |
| Coldstream Capital Management Inc | 4,896 | $209.2K | 0.01% | +4,896 | New |
| First Republic Investment Management, Inc. | 4,920 | $210.2K | 0.00% | +4,920 | New |
| Quantinno Capital Management LP | 4,976 | $213.0K | 0.02% | +4,976 | New |
| Jade Capital Advisors, LLC | 5,000 | $213.6K | 0.62% | +5,000 | New |
| Pinnacle Associates Ltd | 5,010 | $214.0K | 0.00% | +5,010 | New |
| KG&L Capital Management,LLC | 5,055 | $215.9K | 0.12% | −2,100−29.4% | Reduced |
| Susquehanna International Group, LLP | 5,081 | $217.1K | 0.00% | −155,750−96.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,131 | $219.2K | 0.00% | −110−2.1% | Reduced |
| Zeke Capital Advisors, LLC | 5,307 | $226.7K | 0.01% | −1,695−24.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,400 | $230.7K | 0.00% | +5,400 | New |
| Summit Global Investments | 5,400 | $231.0K | 0.02% | +5,400 | New |
| Versor Investments LP | 5,429 | $231.9K | 0.02% | −4,825−47.1% | Reduced |
| ARGA Investment Management, LP | 5,447 | $232.7K | 0.01% | +5,447 | New |
| CWM Advisors, LLC | 5,502 | $235.0K | 0.03% | −1,436−20.7% | Reduced |
| Sherbrooke Park Advisers LLC | 5,600 | $239.2K | 0.18% | +5,600 | New |
| Crossmark Global Holdings, Inc. | 5,619 | $240.0K | 0.01% | +5,619 | New |
| Brinker Capital Investments, LLC | 5,738 | $245.1K | 0.00% | −1,759−23.5% | Reduced |
| M&T Bank Corp | 5,802 | $248.3K | 0.00% | +5,802 | New |
| Securian Asset Management, Inc | 6,163 | $263.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,247 | $266.9K | 0.01% | −3,545−36.2% | Reduced |
| Counterpoint Mutual Funds LLC | 6,321 | $270.0K | 0.28% | +6,321 | New |