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 |
|---|---|---|---|---|---|
| Waterfront Wealth Inc. | 21,374 | $1.03M | 0.34% | +2,810+15.1% | Added |
| Stifel Financial Corp | 21,770 | $1.05M | 0.00% | +21,770 | New |
| Fox Run Management, L.L.C. | 21,923 | $1.06M | 0.35% | +21,923 | New |
| Chartwell Investment Partners, LLC | 22,218 | $1.07M | 0.04% | +739+3.4% | Added |
| Gamco Investors, Inc. Et Al | 22,400 | $1.08M | 0.01% | −2,900−11.5% | Reduced |
| Confluence Wealth Services, Inc. | 22,464 | $1.09M | 0.25% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 22,792 | $1.10M | 0.04% | +205+0.9% | Added |
| STRS Ohio | 22,800 | $1.10M | 0.00% | +20,300+812.0% | Added |
| Advisors Preferred, LLC | 23,337 | $1.11M | 0.38% | +23,337 | New |
| EAM Investors, LLC | 24,138 | $1.17M | 0.23% | +24,138 | New |
| State Board of Administration of Florida Retirement System | 24,553 | $1.19M | 0.00% | 00.0% | Unchanged |
| Tredje AP-fonden | 25,273 | $1.22M | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30,982 | $1.24M | 0.06% | +30,118+3,485.9% | Added |
| Shilanski & Associates, Inc. | 28,919 | $1.24M | 0.56% | +28,919 | New |
| Ensign Peak Advisors, Inc | 25,991 | $1.26M | 0.00% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 26,881 | $1.30M | 0.43% | 00.0% | Unchanged |
| AE Wealth Management LLC | 26,905 | $1.30M | 0.01% | +3,827+16.6% | Added |
| Engineers Gate Manager LP | 26,966 | $1.30M | 0.05% | +20,072+291.2% | Added |
| Occudo Quantitative Strategies LP | 27,441 | $1.33M | 0.12% | +27,441 | New |
| Martingale Asset Management L P | 27,467 | $1.33M | 0.03% | +4,325+18.7% | Added |
| SG Americas Securities, LLC | 27,489 | $1.33M | 0.02% | +12,113+78.8% | Added |
| SummerHaven Investment Management, LLC | 27,540 | $1.33M | 0.78% | +351+1.3% | Added |
| Massachusetts Financial Services Co | 28,332 | $1.37M | 0.00% | +28,332 | New |
| Raymond James & Associates | 28,748 | $1.39M | 0.00% | −13,056−31.2% | Reduced |
| Miracle Mile Advisors, LLC | 30,000 | $1.45M | 0.05% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,402 | $1.47M | 0.01% | +37+0.1% | Added |
| Verition Fund Management LLC | 30,536 | $1.48M | 0.02% | −391,574−92.8% | Reduced |
| Susquehanna International Group, LLP | 33,751 | $1.63M | 0.00% | +28,670+564.3% | Added |
| Yousif Capital Management, LLC | 34,278 | $1.66M | 0.02% | −210−0.6% | Reduced |
| Algert Global LLC | 35,542 | $1.72M | 0.08% | +35,542 | New |
| Teacher Retirement System of Texas | 35,726 | $1.73M | 0.01% | +13,802+63.0% | Added |
| Moran Wealth Management, LLC | 38,071 | $1.84M | 0.07% | +10,249+36.8% | Added |
| Advisors Asset Management, Inc. | 39,428 | $1.91M | 0.04% | +6,831+21.0% | Added |
| Advisor Group Holdings, Inc. | 40,095 | $1.94M | 0.00% | +27,480+217.8% | Added |
| LPL Financial LLC | 40,851 | $1.98M | 0.00% | +16,919+70.7% | Added |
| State of New Jersey Common Pension Fund D | 41,641 | $2.01M | 0.01% | −9,824−19.1% | Reduced |
| Putnam Investments LLC | 42,530 | $2.06M | 0.00% | −9,322−18.0% | Reduced |
| Amalgamated Bank | 43,851 | $2.12M | 0.02% | −2,434−5.3% | Reduced |
| D.A. Davidson & Co. | 44,545 | $2.13M | 0.02% | +44,545 | New |
| BNP Paribas Arbitrage, SA | 46,585 | $2.25M | 0.00% | +6,528+16.3% | Added |
| Leuthold Group, LLC | 47,062 | $2.28M | 0.30% | −924−1.9% | Reduced |
| Hancock Whitney Corp | 49,518 | $2.40M | 0.10% | +2,835+6.1% | Added |
| Capital Fund Management S.A. | 49,572 | $2.40M | 0.05% | −8,374−14.5% | Reduced |
| Bank of Montreal | 49,789 | $2.41M | 0.00% | +37,197+295.4% | Added |
| Mork Capital Management, LLC | 50,000 | $2.42M | 1.97% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 50,496 | $2.44M | 0.22% | −1,500−2.9% | Reduced |
| Polar Asset Management Partners Inc. | 50,638 | $2.45M | 0.04% | −7,868−13.4% | Reduced |
| Gotham Asset Management, LLC | 51,798 | $2.51M | 0.06% | +38,145+279.4% | Added |
| Squarepoint Ops LLC | 52,109 | $2.52M | 0.02% | −57,933−52.6% | Reduced |
| Jump Financial, LLC | 52,360 | $2.53M | 0.10% | +52,360 | New |
| UBS Group AG | 52,781 | $2.55M | 0.00% | +10,313+24.3% | Added |
| Canada Pension Plan Investment Board | 53,020 | $2.57M | 0.00% | +53,020 | New |
| Deutsche Bank AG | 53,733 | $2.60M | 0.00% | −24,616−31.4% | Reduced |
| Mutual of America Capital Management LLC | 54,337 | $2.63M | 0.03% | −1,136−2.0% | Reduced |
| Great West Life Assurance Co | 55,647 | $2.69M | 0.01% | +6,829+14.0% | Added |
| Trexquant Investment LP | 55,847 | $2.70M | 0.07% | −70,485−55.8% | Reduced |
| California Public Employees Retirement System | 56,757 | $2.75M | 0.00% | +56,757 | New |
| Nisa Investment Advisors, LLC | 57,150 | $2.77M | 0.02% | −120−0.2% | Reduced |
| Thrivent Financial for Lutherans | 57,926 | $2.80M | 0.01% | −165−0.3% | Reduced |
| Citigroup Inc | 58,714 | $2.84M | 0.00% | +29,413+100.4% | Added |
| Texas Permanent School Fund | 60,534 | $2.93M | 0.03% | +15,237+33.6% | Added |
| Envestnet Asset Management Inc | 338,829 | $2.99M | 0.00% | +318,846+1,595.6% | Added |
| Greenwich Wealth Management LLC | 61,745 | $2.99M | 0.33% | −289−0.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 62,285 | $3.01M | 0.28% | −3,345−5.1% | Reduced |
| Price T Rowe Associates Inc | 62,419 | $3.02M | 0.00% | −2,604−4.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 63,405 | $3.07M | 0.02% | +23,207+57.7% | Added |
| Baird Financial Group, Inc. | 64,137 | $3.10M | 0.01% | −2,095−3.2% | Reduced |
| Moody Aldrich Partners LLC | 66,261 | $3.21M | 0.65% | −38,900−37.0% | Reduced |
| Acadian Asset Management LLC | 66,363 | $3.21M | 0.01% | +66,363 | New |
| Castleark Management LLC | 67,070 | $3.24M | 0.16% | −37,970−36.1% | Reduced |
| EAM Global Investors LLC | 68,705 | $3.32M | 0.93% | +68,705 | New |
| Qube Research & Technologies Ltd | 71,177 | $3.44M | 0.02% | +64,369+945.5% | Added |
| Allianz Asset Management GmbH | 72,943 | $3.53M | 0.01% | +59,161+429.3% | Added |
| Prelude Capital Management, LLC | 74,192 | $3.59M | 0.25% | +22,882+44.6% | Added |
| MetLife Investment Management | 74,926 | $3.62M | 0.03% | −1,111−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 77,079 | $3.73M | 0.00% | −1,809−2.3% | Reduced |
| Royal Bank of Canada | 77,919 | $3.77M | 0.00% | −123,290−61.3% | Reduced |
| Icon Advisers Inc | 78,200 | $3.78M | 0.96% | −21,000−21.2% | Reduced |
| Voya Investment Management LLC | 79,280 | $3.84M | 0.00% | −117,635−59.7% | Reduced |
| UBS Asset Management Americas Inc | 80,309 | $3.89M | 0.00% | +6,297+8.5% | Added |
| Credit Suisse AG | 82,228 | $3.98M | 0.00% | −251−0.3% | Reduced |
| Stephens Inc | 82,630 | $4.00M | 0.08% | +82,630 | New |
| New York State Teachers Retirement System | 83,344 | $4.03M | 0.01% | −257−0.3% | Reduced |
| California State Teachers Retirement System | 84,112 | $4.07M | 0.01% | −1,506−1.8% | Reduced |
| Sapience Investments, LLC | 84,825 | $4.10M | 0.95% | −42,080−33.2% | Reduced |
| Barclays PLC | 86,112 | $4.17M | 0.00% | +27,383+46.6% | Added |
| New York State Common Retirement Fund | 86,362 | $4.18M | 0.01% | −2,249−2.5% | Reduced |
| Retirement Systems of Alabama | 88,196 | $4.27M | 0.02% | −770−0.9% | Reduced |
| Lisanti Capital Growth, LLC | 88,330 | $4.27M | 0.60% | −17,485−16.5% | Reduced |
| Cubist Systematic Strategies, LLC | 94,689 | $4.58M | 0.04% | −81,055−46.1% | Reduced |
| Dorsey Wright & Associates | 95,410 | $4.62M | 1.40% | +95,410 | New |
| Guggenheim Capital LLC | 97,268 | $4.71M | 0.04% | −91,125−48.4% | Reduced |
| Tudor Investment Corp Et Al | 99,566 | $4.82M | 0.09% | +31,297+45.8% | Added |
| State of Wisconsin Investment Board | 105,629 | $5.11M | 0.02% | −10,020−8.7% | Reduced |
| Russell Investments Group, Ltd. | 107,043 | $5.18M | 0.01% | +12,778+13.6% | Added |
| SEI Investments Co | 108,026 | $5.23M | 0.01% | +86,883+410.9% | Added |
| Legal & General Group Plc | 108,796 | $5.26M | 0.00% | +1,149+1.1% | Added |
| Two Sigma Advisers, LP | 108,800 | $5.26M | 0.01% | +56,200+106.8% | Added |
| Curated Wealth Partners LLC | 119,422 | $5.78M | 1.30% | −41,813−25.9% | Reduced |
| Nicholas Investment Partners, LP | 123,457 | $5.97M | 0.45% | +123,457 | New |