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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 5,207 | $251.9K | 0.03% | −3,300−38.8% | Reduced |
| Crossmark Global Holdings, Inc. | 5,206 | $252.0K | 0.01% | −413−7.4% | Reduced |
| Versor Investments LP | 5,442 | $263.3K | 0.03% | +13+0.2% | Added |
| ARGA Investment Management, LP | 5,447 | $263.5K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 5,544 | $268.2K | 0.00% | +624+12.7% | Added |
| CWM Advisors, LLC | 5,631 | $272.4K | 0.03% | +129+2.3% | Added |
| Winton Group Ltd | 5,664 | $274.0K | 0.02% | +5,664 | New |
| Bridgewater Associates, LP | 5,674 | $274.5K | 0.00% | +5,674 | New |
| M&T Bank Corp | 5,734 | $277.7K | 0.00% | −68−1.2% | Reduced |
| Wolverine Trading, LLC | 6,042 | $286.0K | 0.01% | +6,042 | New |
| Alps Advisors Inc | 5,920 | $286.4K | 0.00% | +5,920 | New |
| Acrisure Capital Management, LLC | 6,019 | $291.2K | 0.29% | +6,019 | New |
| Securian Asset Management, Inc | 6,063 | $293.3K | 0.01% | −100−1.6% | Reduced |
| KBC Group NV | 6,302 | $305.0K | 0.00% | +6,302 | New |
| Simplex Trading, LLC | 6,375 | $308.0K | 0.01% | +6,375 | New |
| PEAK6 Investments LLC | 6,720 | $325.1K | 0.02% | +6,720 | New |
| Cambridge Investment Research Advisors, Inc. | 6,807 | $329.0K | 0.00% | −33−0.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,822 | $330.0K | 0.00% | −3,971−36.8% | Reduced |
| Gabelli Funds LLC | 7,000 | $338.7K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 7,000 | $338.7K | 0.26% | +7,000 | New |
| Verdence Capital Advisors LLC | 7,126 | $344.7K | 0.04% | −2,641−27.0% | Reduced |
| LVZ Advisors, Inc. | 7,149 | $345.9K | 0.05% | −88−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 7,366 | $356.4K | 0.00% | +165+2.3% | Added |
| Kestra Advisory Services, LLC | 7,504 | $363.1K | 0.00% | +188+2.6% | Added |
| Edgestream Partners, L.P. | 7,505 | $363.1K | 0.04% | +7,505 | New |
| PDT Partners, LLC | 7,533 | $364.4K | 0.05% | +80+1.1% | Added |
| Dakota Wealth Management | 7,725 | $373.7K | 0.02% | −1,110−12.6% | Reduced |
| Mackenzie Financial Corp | 7,915 | $382.9K | 0.00% | +700+9.7% | Added |
| Symphony Financial, Ltd. Co. | 8,222 | $389.4K | 0.10% | +8,222 | New |
| Level Four Advisory Services, LLC | 8,272 | $400.2K | 0.03% | −229−2.7% | Reduced |
| Pictet Asset Management SA | 8,444 | $408.5K | 0.00% | +871+11.5% | Added |
| Perigon Wealth Management, LLC | 8,576 | $414.9K | 0.02% | −231−2.6% | Reduced |
| Brighton Jones LLC | 8,900 | $430.6K | 0.02% | −1,906−17.6% | Reduced |
| Handelsbanken Fonder AB | 9,153 | $443.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 9,164 | $443.4K | 0.01% | −825−8.3% | Reduced |
| Cornercap Investment Counsel Inc | 9,194 | $444.8K | 0.08% | +9,194 | New |
| State of Alaska, Department of Revenue | 9,300 | $449.0K | 0.01% | −150−1.6% | Reduced |
| Oppenheimer & Co Inc | 9,380 | $453.8K | 0.01% | +9,380 | New |
| HighTower Advisors, LLC | 9,679 | $468.0K | 0.00% | −292,931−96.8% | Reduced |
| Aquatic Capital Management LLC | 9,700 | $469.0K | 0.03% | +2,300+31.1% | Added |
| Public Employees Retirement Association of Colorado | 9,773 | $473.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,800 | $473.8K | 0.05% | +9,800 | New |
| Globeflex Capital L P | 9,882 | $478.1K | 0.06% | +9,852+32,840.0% | Added |
| New York Life Investment Management LLC | 10,049 | $486.2K | 0.01% | −5,860−36.8% | Reduced |
| CIBC Private Wealth Group, LLC | 10,148 | $491.0K | 0.00% | −2,997−22.8% | Reduced |
| Atlas Capital Advisors LLC | 10,196 | $493.3K | 0.08% | +10,196 | New |
| NorthCrest Asset Manangement, LLC | 10,400 | $503.2K | 0.02% | +700+7.2% | Added |
| Glenmede Trust Co NA | 10,433 | $504.7K | 0.00% | −4,908−32.0% | Reduced |
| Xponance, Inc. | 10,482 | $507.1K | 0.01% | +58+0.6% | Added |
| Virtus Investment Advisers, Inc. | 10,493 | $507.7K | 0.36% | +265+2.6% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 11,000 | $516.0K | 0.22% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,827 | $524.0K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 10,835 | $524.2K | 0.00% | −531−4.7% | Reduced |
| Aspen Investment Management Inc | 10,995 | $532.0K | 0.34% | +10,995 | New |
| Y-Intercept (Hong Kong) Ltd | 11,662 | $564.2K | 0.07% | +11,662 | New |
| Mitsubishi UFJ Trust & Banking Corp | 11,688 | $565.5K | 0.00% | −1,080−8.5% | Reduced |
| ProShare Advisors LLC | 11,864 | $574.0K | 0.00% | −873−6.9% | Reduced |
| First National Trust Co | 12,000 | $580.6K | 0.03% | +12,000 | New |
| Schroder Investment Management Group | 12,009 | $581.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 12,021 | $581.6K | 0.02% | +7,203+149.5% | Added |
| New Mexico Educational Retirement Board | 12,200 | $590.0K | 0.03% | +1,300+11.9% | Added |
| Commonwealth Equity Services, LLC | 12,531 | $606.0K | 0.00% | +12,531 | New |
| M Holdings Securities, Inc. | 12,631 | $611.0K | 0.06% | −17−0.1% | Reduced |
| Diligent Investors, LLC | 12,660 | $612.5K | 0.19% | 00.0% | Unchanged |
| First Hawaiian Bank | 12,758 | $617.2K | 0.02% | −3,164−19.9% | Reduced |
| Thoroughbred Financial Services, LLC | 12,915 | $624.0K | 0.09% | +12,915 | New |
| Inceptionr LLC | 12,902 | $624.2K | 0.20% | +12,902 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,244 | $640.7K | 0.00% | +330+2.6% | Added |
| Empirical Finance, LLC | 13,327 | $644.8K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,455 | $651.0K | 0.01% | +13,455 | New |
| Truist Financial Corp | 13,568 | $656.4K | 0.00% | +13,568 | New |
| Summit Global Investments | 13,895 | $672.0K | 0.05% | +8,495+157.3% | Added |
| Banco Santander, S.A. | 14,509 | $701.9K | 0.01% | −10,205−41.3% | Reduced |
| Los Angeles Capital Management LLC | 14,690 | $710.7K | 0.00% | −319−2.1% | Reduced |
| Shell Asset Management Co | 14,809 | $716.0K | 0.03% | −51−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,975 | $724.5K | 0.02% | +8,728+139.7% | Added |
| Abn Amro Investment Solutions | 15,249 | $737.7K | 0.02% | +15,249 | New |
| Ontario Teachers Pension Plan Board | 15,433 | $746.6K | 0.01% | +15,433 | New |
| Farmers & Merchants Investments Inc | 15,456 | $747.8K | 0.03% | −160−1.0% | Reduced |
| Jennison Associates LLC | 15,631 | $756.2K | 0.00% | +15,631 | New |
| Janney Montgomery Scott LLC | 15,741 | $762.0K | 0.00% | +3,069+24.2% | Added |
| HSBC Holdings PLC | 16,212 | $783.2K | 0.00% | −3,079−16.0% | Reduced |
| Neuberger Berman Group LLC | 16,246 | $786.0K | 0.00% | +703+4.5% | Added |
| Campbell & CO Investment Adviser LLC | 16,320 | $789.6K | 0.15% | +16,320 | New |
| Jackson Creek Investment Advisors LLC | 16,406 | $794.0K | 0.33% | −7,357−31.0% | Reduced |
| Franklin Resources Inc | 16,526 | $799.5K | 0.00% | +84+0.5% | Added |
| Horizon Investment Services, LLC | 16,573 | $801.8K | 0.51% | +16,573 | New |
| Credential Qtrade Securities Inc. | 16,900 | $817.6K | 0.05% | +1,350+8.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,000 | $822.5K | 0.00% | +11,600+214.8% | Added |
| State of Michigan Retirement System | 17,018 | $823.3K | 0.01% | −200−1.2% | Reduced |
| Wakefield Asset Management LLLP | 17,341 | $839.0K | 0.35% | −13−0.1% | Reduced |
| US Bancorp | 17,512 | $847.2K | 0.00% | −7,664−30.4% | Reduced |
| Louisiana State Employees Retirement System | 17,900 | $866.0K | 0.02% | −200−1.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,800 | $909.5K | 0.01% | −17,200−47.8% | Reduced |
| Arizona State Retirement System | 19,558 | $946.2K | 0.01% | +426+2.2% | Added |
| Oregon Public Employees Retirement Fund | 19,756 | $955.8K | 0.01% | −39−0.2% | Reduced |
| AMG National Trust Bank | 19,763 | $956.1K | 0.03% | −16,960−46.2% | Reduced |
| D. E. Shaw & Co., Inc. | 19,974 | $966.3K | 0.00% | −31,853−61.5% | Reduced |
| Jane Street Group, LLC | 20,417 | $987.8K | 0.00% | −5,482−21.2% | Reduced |
| Legato Capital Management LLC | 20,664 | $999.7K | 0.18% | +20,664 | New |