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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 7,215 | $308.2K | 0.00% | +7,215 | New |
| The PNC Financial Services Group, Inc. | 7,201 | $307.6K | 0.00% | −1,655−18.7% | Reduced |
| Quantbot Technologies LP | 7,149 | $305.4K | 0.02% | +7,149 | New |
| Gabelli Funds LLC | 7,000 | $299.0K | 0.00% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 7,007 | $299.0K | 0.12% | +7,007 | New |
| Engineers Gate Manager LP | 6,894 | $294.5K | 0.02% | +6,894 | New |
| Cambridge Investment Research Advisors, Inc. | 6,840 | $292.0K | 0.00% | −729−9.6% | Reduced |
| Qube Research & Technologies Ltd | 6,808 | $290.8K | 0.00% | +6,808 | New |
| FORA Capital, LLC | 6,751 | $288.4K | 0.05% | +6,751 | New |
| Parallel Advisors, LLC | 6,485 | $277.1K | 0.01% | +3,156+94.8% | Added |
| Counterpoint Mutual Funds LLC | 6,321 | $270.0K | 0.28% | +6,321 | New |
| Northwestern Mutual Investment Management Company, LLC | 6,247 | $266.9K | 0.01% | −3,545−36.2% | Reduced |
| Securian Asset Management, Inc | 6,163 | $263.3K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 5,802 | $248.3K | 0.00% | +5,802 | New |
| Brinker Capital Investments, LLC | 5,738 | $245.1K | 0.00% | −1,759−23.5% | Reduced |
| Crossmark Global Holdings, Inc. | 5,619 | $240.0K | 0.01% | +5,619 | New |
| Sherbrooke Park Advisers LLC | 5,600 | $239.2K | 0.18% | +5,600 | New |
| CWM Advisors, LLC | 5,502 | $235.0K | 0.03% | −1,436−20.7% | Reduced |
| ARGA Investment Management, LP | 5,447 | $232.7K | 0.01% | +5,447 | New |
| Versor Investments LP | 5,429 | $231.9K | 0.02% | −4,825−47.1% | Reduced |
| Summit Global Investments | 5,400 | $231.0K | 0.02% | +5,400 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,400 | $230.7K | 0.00% | +5,400 | New |
| Zeke Capital Advisors, LLC | 5,307 | $226.7K | 0.01% | −1,695−24.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,131 | $219.2K | 0.00% | −110−2.1% | Reduced |
| Susquehanna International Group, LLP | 5,081 | $217.1K | 0.00% | −155,750−96.8% | Reduced |
| KG&L Capital Management,LLC | 5,055 | $215.9K | 0.12% | −2,100−29.4% | Reduced |
| Pinnacle Associates Ltd | 5,010 | $214.0K | 0.00% | +5,010 | New |
| Jade Capital Advisors, LLC | 5,000 | $213.6K | 0.62% | +5,000 | New |
| Quantinno Capital Management LP | 4,976 | $213.0K | 0.02% | +4,976 | New |
| First Republic Investment Management, Inc. | 4,920 | $210.2K | 0.00% | +4,920 | New |
| Coldstream Capital Management Inc | 4,896 | $209.2K | 0.01% | +4,896 | New |
| JustInvest LLC | 4,818 | $205.8K | 0.01% | +4,818 | New |
| Delta Capital Management LLC | 4,780 | $204.0K | 0.15% | +4,780 | New |
| Metropolitan Life Insurance Co | 4,168 | $178.1K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,512 | $150.0K | 0.06% | −3−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,012 | $129.0K | 0.01% | −3,519−53.9% | Reduced |
| STRS Ohio | 2,500 | $106.0K | 0.00% | +2,500 | New |
| Whittier Trust Co | 2,269 | $96.9K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 2,000 | $85.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,654 | $71.0K | 0.00% | −3,810−69.7% | Reduced |
| Hanson & Doremus Investment Management | 1,575 | $67.0K | 0.01% | +1,575 | New |
| Quadrant Capital Group LLC | 1,477 | $63.1K | 0.01% | −189−11.3% | Reduced |
| Covestor Ltd | 1,427 | $61.0K | 0.05% | +1,319+1,221.3% | Added |
| Signaturefd, LLC | 1,277 | $54.5K | 0.00% | +472+58.6% | Added |
| Lazard Asset Management LLC | 1,213 | $51.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,102 | $47.1K | 0.00% | +1,102 | New |
| AdvisorNet Financial, Inc | 1,096 | $46.8K | 0.00% | +16+1.5% | Added |
| Harvest Fund Management Co., Ltd | 1,006 | $43.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $42.7K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,000 | $42.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 910 | $38.9K | 0.00% | 00.0% | Unchanged |
| Amundi | 881 | $37.6K | 0.00% | −30−3.3% | Reduced |
| IFP Advisors, Inc | 864 | $37.0K | 0.00% | −37−4.1% | Reduced |
| Accel Wealth Management | 862 | $36.8K | 0.02% | +2+0.2% | Added |
| Leonteq Securities AG | 837 | $35.8K | 0.00% | −4,571−84.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,163 | $35.0K | 0.00% | +440+60.9% | Added |
| CWM, LLC | 775 | $33.0K | 0.00% | +53+7.3% | Added |
| State of Wyoming | 735 | $31.4K | 0.01% | −16−2.1% | Reduced |
| Nomura Asset Management Co Ltd | 730 | $31.2K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 578 | $24.7K | 0.18% | +578 | New |
| Lindbrook Capital, LLC | 551 | $23.5K | 0.00% | +331+150.5% | Added |
| Private Trust Co NA | 525 | $22.0K | 0.00% | +91+21.0% | Added |
| First Horizon Advisors, Inc. | 502 | $21.4K | 0.00% | −98−16.3% | Reduced |
| Parkside Financial Bank & Trust | 496 | $21.2K | 0.01% | −12−2.4% | Reduced |
| Ancora Advisors, LLC | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 400 | $17.1K | 0.00% | +400 | New |
| Bessemer Group Inc | 405 | $17.0K | 0.00% | −529−56.6% | Reduced |
| Fifth Third Bancorp | 366 | $15.6K | 0.00% | +92+33.6% | Added |
| GWM Advisors LLC | 731 | $14.8K | 0.00% | +731 | New |
| TCI Wealth Advisors, Inc. | 332 | $14.2K | 0.00% | +155+87.6% | Added |
| Sargent Bickham Lagudis LLC | 276 | $11.8K | 0.00% | +1+0.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 260 | $11.1K | 0.00% | +39+17.6% | Added |
| Rockefeller Capital Management L.P. | 215 | $9.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 168 | $7.18K | 0.00% | +168 | New |
| Fiduciary Alliance LLC | 145 | $6.19K | 0.00% | +145 | New |
| EverSource Wealth Advisors, LLC | 143 | $6.11K | 0.00% | −46−24.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 118 | $5.04K | 0.00% | −262−68.9% | Reduced |
| Dividend Assets Capital, LLC | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 107 | $4.88K | 0.00% | +107 | New |
| Park Place Capital Corp | 98 | $4.00K | 0.00% | +98 | New |
| Jackson, Grant Investment Advisers, Inc. | 92 | $3.92K | 0.00% | +1+1.1% | Added |
| Bell Investment Advisors, Inc | 85 | $3.63K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 74 | $3.16K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 65 | $2.78K | 0.00% | −8−11.0% | Reduced |
| Global Retirement Partners, LLC | 53 | $2.26K | 0.00% | +33+165.0% | Added |
| Allworth Financial LP | 51 | $2.18K | 0.00% | +5+10.9% | Added |
| JFS Wealth Advisors, LLC | 49 | $2.09K | 0.00% | +2+4.3% | Added |
| 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 |
| Rosenberg Matthew Hamilton | 47 | $1.99K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 46 | $1.97K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 45 | $1.92K | 0.00% | +1+2.3% | Added |
| Belpointe Asset Management LLC | 45 | $1.92K | 0.00% | +45 | New |
| Richard W. Paul & Associates, LLC | 36 | $1.54K | 0.00% | +36 | New |
| Glassman Wealth Services | 34 | $1.45K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 32 | $1.37K | 0.00% | +32 | New |
| Globeflex Capital L P | 30 | $1.28K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $1.07K | 0.00% | +25 | New |
| Massmutual Trust Co FSB | 35 | $1.00K | 0.00% | 00.0% | Unchanged |