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 2023
Institutional positions in Terex Corp as of Mar 31, 2023. 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
- 359
- +51 vs. Q4 2022
- Shares held
- 63.0M
- +2.99M (+5.0%) vs. Q4 2022
- Total value
- $3.04B
- +$476.1M (+18.6%) vs. Q4 2022
- New holders
- 80
- 114 more added
- Sold out
- 29
- 123 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 3 | $145 | 0.00% | −3−50.0% | Reduced |
| TFC Financial Management | 4 | $194 | 0.00% | +4 | New |
| Infini Capital Management Ltd | 5 | $242 | 0.00% | +5 | New |
| Gradient Investments LLC | 8 | $387 | 0.00% | +2+33.3% | Added |
| Kelly Financial Services LLC | 11 | $532 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12 | $581 | 0.00% | +2+20.0% | Added |
| Disciplined Investments, LLC | 14 | $677 | 0.00% | +2+16.7% | Added |
| EverSource Wealth Advisors, LLC | 20 | $967 | 0.00% | −123−86.0% | Reduced |
| SJS Investment Consulting Inc. | 23 | $1.11K | 0.00% | +6+35.3% | Added |
| Prestige Wealth Management Group LLC | 25 | $1.21K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 25 | $1.21K | 0.00% | +7+38.9% | Added |
| Toth Financial Advisory Corp | 25 | $1.21K | 0.00% | +25 | New |
| Glassman Wealth Services | 34 | $1.65K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 36 | $1.74K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 47 | $2.00K | 0.00% | +47 | New |
| Spire Wealth Management | 44 | $2.13K | 0.00% | +5+12.8% | Added |
| Rosenberg Matthew Hamilton | 47 | $2.25K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 48 | $2.32K | 0.00% | +3+6.7% | Added |
| JFS Wealth Advisors, LLC | 51 | $2.47K | 0.00% | +2+4.1% | Added |
| Global Retirement Partners, LLC | 53 | $2.63K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 60 | $2.90K | 0.00% | +9+17.6% | Added |
| Quent Capital, LLC | 65 | $3.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $4.11K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 92 | $4.45K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 97 | $4.70K | 0.00% | +51+110.9% | Added |
| Park Place Capital Corp | 98 | $4.74K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 123 | $5.95K | 0.00% | +123 | New |
| Massmutual Trust Co FSB | 153 | $7.40K | 0.00% | +118+337.1% | Added |
| Advisory Services Network, LLC | 168 | $8.13K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 244 | $11.8K | 0.00% | −16−6.2% | Reduced |
| Quarry LP | 288 | $13.9K | 0.01% | +288 | New |
| Bokf, NA | 349 | $16.9K | 0.00% | +349 | New |
| TCI Wealth Advisors, Inc. | 353 | $17.1K | 0.00% | +21+6.3% | Added |
| Bessemer Group Inc | 405 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 430 | $20.8K | 0.00% | −300−41.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 435 | $21.0K | 0.02% | +435 | New |
| GWM Advisors LLC | 466 | $22.5K | 0.00% | −265−36.3% | Reduced |
| Private Trust Co NA | 475 | $23.0K | 0.00% | −50−9.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 500 | $24.2K | 0.00% | −500−50.0% | Reduced |
| Ancora Advisors, LLC | 500 | $24.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 522 | $25.3K | 0.00% | +20+4.0% | Added |
| Lindbrook Capital, LLC | 529 | $25.6K | 0.00% | −22−4.0% | Reduced |
| Ameritas Advisory Services, LLC | 535 | $25.9K | 0.00% | +535 | New |
| Fifth Third Bancorp | 537 | $26.0K | 0.00% | +171+46.7% | Added |
| Tucker Asset Management LLC | 561 | $27.1K | 0.01% | +561 | New |
| Virtus Fund Advisers, LLC | 578 | $28.0K | 0.20% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 582 | $28.2K | 0.01% | +582 | New |
| CWM, LLC | 747 | $36.0K | 0.00% | −28−3.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 746 | $36.1K | 0.00% | +628+532.2% | Added |
| Covestor Ltd | 790 | $38.0K | 0.03% | −637−44.6% | Reduced |
| Accel Wealth Management | 865 | $41.8K | 0.02% | +3+0.3% | Added |
| Amundi | 881 | $42.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 910 | $44.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 930 | $45.0K | 0.01% | +434+87.5% | Added |
| PrairieView Partners, LLC | 1,000 | $48.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,227 | $53.0K | 0.00% | +64+5.5% | Added |
| AdvisorNet Financial, Inc | 1,098 | $53.1K | 0.00% | +2+0.2% | Added |
| Johnson Midwest Financial, LLC | 1,178 | $57.0K | 0.08% | +1,178 | New |
| Lazard Asset Management LLC | 1,213 | $58.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,306 | $63.2K | 0.00% | +29+2.3% | Added |
| Quadrant Capital Group LLC | 1,362 | $65.9K | 0.01% | −115−7.8% | Reduced |
| South Dakota Investment Council | 1,360 | $66.0K | 0.00% | −18,400−93.1% | Reduced |
| USA Financial Portformulas Corp | 1,374 | $66.5K | 0.11% | +1,374 | New |
| Proequities, Inc. | 1,385 | $67.0K | 0.01% | +1,385 | New |
| Public Employees Retirement System of Ohio | 1,612 | $78.0K | 0.00% | −42−2.5% | Reduced |
| Fortis Capital Advisors, LLC | 1,629 | $78.8K | 0.04% | +1,629 | New |
| Itau Unibanco Holding S.A. | 1,635 | $79.1K | 0.00% | +1,635 | New |
| Meeder Asset Management Inc | 1,714 | $82.9K | 0.01% | +1,710+42,750.0% | Added |
| First PREMIER Bank | 2,000 | $97.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,029 | $98.2K | 0.01% | +1,984+4,408.9% | Added |
| Counterpoint Mutual Funds LLC | 2,231 | $107.9K | 0.09% | −4,090−64.7% | Reduced |
| Whittier Trust Co | 2,269 | $109.8K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,323 | $112.4K | 0.02% | +2,323 | New |
| Tower Research Capital LLC (TRC) | 2,459 | $119.0K | 0.00% | −553−18.4% | Reduced |
| Centaurus Financial, Inc. | 2,509 | $121.0K | 0.01% | +2,509 | New |
| C M Bidwell & Associates Ltd | 2,625 | $127.0K | 0.10% | +2,625 | New |
| Harvest Fund Management Co., Ltd | 2,863 | $138.0K | 0.03% | +1,857+184.6% | Added |
| Pacer Advisors, Inc. | 3,323 | $160.8K | 0.00% | −9,613−74.3% | Reduced |
| Metropolitan Life Insurance Co | 3,582 | $173.3K | 0.01% | −586−14.1% | Reduced |
| State of Wyoming | 4,049 | $195.9K | 0.06% | +3,314+450.9% | Added |
| Point72 Middle East FZE | 4,136 | $200.1K | 0.01% | +4,136 | New |
| Mariner, LLC | 4,181 | $202.0K | 0.00% | +4,181 | New |
| Greenleaf Trust | 4,228 | $204.6K | 0.00% | +4,228 | New |
| Diversified Trust Co | 4,272 | $206.7K | 0.01% | +4,272 | New |
| Group One Trading, L.P. | 4,295 | $207.8K | 0.01% | +4,295 | New |
| Parallel Advisors, LLC | 4,310 | $208.5K | 0.01% | −2,175−33.5% | Reduced |
| Bank of Nova Scotia | 4,344 | $210.2K | 0.00% | +4,344 | New |
| MML Investors Services, LLC | 4,448 | $215.0K | 0.00% | +4,448 | New |
| Kovitz Investment Group Partners, LLC | 4,579 | $222.0K | 0.00% | +4,579 | New |
| Delta Capital Management LLC | 4,780 | $231.0K | 0.16% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,895 | $236.8K | 0.05% | +4,895 | New |
| Allspring Global Investments Holdings, LLC | 4,913 | $237.7K | 0.00% | −218−4.2% | Reduced |
| Coldstream Capital Management Inc | 4,945 | $239.2K | 0.01% | +49+1.0% | Added |
| Creative Planning | 4,950 | $239.5K | 0.00% | +4,950 | New |
| Quantinno Capital Management LP | 4,976 | $241.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 5,010 | $242.4K | 0.00% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 5,087 | $246.1K | 0.07% | +5,087 | New |
| Ergoteles LLC | 5,122 | $247.8K | 0.01% | −4,020−44.0% | Reduced |