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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 12,009 | $581.0K | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 12,000 | $580.6K | 0.03% | +12,000 | New |
| ProShare Advisors LLC | 11,864 | $574.0K | 0.00% | −873−6.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 11,688 | $565.5K | 0.00% | −1,080−8.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,662 | $564.2K | 0.07% | +11,662 | New |
| Aspen Investment Management Inc | 10,995 | $532.0K | 0.34% | +10,995 | New |
| Commerce Bank | 10,835 | $524.2K | 0.00% | −531−4.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,827 | $524.0K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 11,000 | $516.0K | 0.22% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 10,493 | $507.7K | 0.36% | +265+2.6% | Added |
| Xponance, Inc. | 10,482 | $507.1K | 0.01% | +58+0.6% | Added |
| Glenmede Trust Co NA | 10,433 | $504.7K | 0.00% | −4,908−32.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,400 | $503.2K | 0.02% | +700+7.2% | Added |
| Atlas Capital Advisors LLC | 10,196 | $493.3K | 0.08% | +10,196 | New |
| CIBC Private Wealth Group, LLC | 10,148 | $491.0K | 0.00% | −2,997−22.8% | Reduced |
| New York Life Investment Management LLC | 10,049 | $486.2K | 0.01% | −5,860−36.8% | Reduced |
| Globeflex Capital L P | 9,882 | $478.1K | 0.06% | +9,852+32,840.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,800 | $473.8K | 0.05% | +9,800 | New |
| Public Employees Retirement Association of Colorado | 9,773 | $473.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 9,700 | $469.0K | 0.03% | +2,300+31.1% | Added |
| HighTower Advisors, LLC | 9,679 | $468.0K | 0.00% | −292,931−96.8% | Reduced |
| Oppenheimer & Co Inc | 9,380 | $453.8K | 0.01% | +9,380 | New |
| State of Alaska, Department of Revenue | 9,300 | $449.0K | 0.01% | −150−1.6% | Reduced |
| Cornercap Investment Counsel Inc | 9,194 | $444.8K | 0.08% | +9,194 | New |
| Pathstone Family Office, LLC | 9,164 | $443.4K | 0.01% | −825−8.3% | Reduced |
| Handelsbanken Fonder AB | 9,153 | $443.0K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 8,900 | $430.6K | 0.02% | −1,906−17.6% | Reduced |
| Perigon Wealth Management, LLC | 8,576 | $414.9K | 0.02% | −231−2.6% | Reduced |
| Pictet Asset Management SA | 8,444 | $408.5K | 0.00% | +871+11.5% | Added |
| Level Four Advisory Services, LLC | 8,272 | $400.2K | 0.03% | −229−2.7% | Reduced |
| Symphony Financial, Ltd. Co. | 8,222 | $389.4K | 0.10% | +8,222 | New |
| Mackenzie Financial Corp | 7,915 | $382.9K | 0.00% | +700+9.7% | Added |
| Dakota Wealth Management | 7,725 | $373.7K | 0.02% | −1,110−12.6% | Reduced |
| PDT Partners, LLC | 7,533 | $364.4K | 0.05% | +80+1.1% | Added |
| Edgestream Partners, L.P. | 7,505 | $363.1K | 0.04% | +7,505 | New |
| Kestra Advisory Services, LLC | 7,504 | $363.1K | 0.00% | +188+2.6% | Added |
| The PNC Financial Services Group, Inc. | 7,366 | $356.4K | 0.00% | +165+2.3% | Added |
| LVZ Advisors, Inc. | 7,149 | $345.9K | 0.05% | −88−1.2% | Reduced |
| Verdence Capital Advisors LLC | 7,126 | $344.7K | 0.04% | −2,641−27.0% | 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 |
| Raymond James Financial Services Advisors, Inc. | 6,822 | $330.0K | 0.00% | −3,971−36.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,807 | $329.0K | 0.00% | −33−0.5% | Reduced |
| PEAK6 Investments LLC | 6,720 | $325.1K | 0.02% | +6,720 | New |
| Simplex Trading, LLC | 6,375 | $308.0K | 0.01% | +6,375 | New |
| KBC Group NV | 6,302 | $305.0K | 0.00% | +6,302 | New |
| Securian Asset Management, Inc | 6,063 | $293.3K | 0.01% | −100−1.6% | Reduced |
| Acrisure Capital Management, LLC | 6,019 | $291.2K | 0.29% | +6,019 | New |
| Alps Advisors Inc | 5,920 | $286.4K | 0.00% | +5,920 | New |
| Wolverine Trading, LLC | 6,042 | $286.0K | 0.01% | +6,042 | New |
| M&T Bank Corp | 5,734 | $277.7K | 0.00% | −68−1.2% | Reduced |
| Bridgewater Associates, LP | 5,674 | $274.5K | 0.00% | +5,674 | New |
| Winton Group Ltd | 5,664 | $274.0K | 0.02% | +5,664 | New |
| CWM Advisors, LLC | 5,631 | $272.4K | 0.03% | +129+2.3% | Added |
| First Republic Investment Management, Inc. | 5,544 | $268.2K | 0.00% | +624+12.7% | Added |
| ARGA Investment Management, LP | 5,447 | $263.5K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 5,442 | $263.3K | 0.03% | +13+0.2% | Added |
| Crossmark Global Holdings, Inc. | 5,206 | $252.0K | 0.01% | −413−7.4% | Reduced |
| Bayesian Capital Management, LP | 5,207 | $251.9K | 0.03% | −3,300−38.8% | Reduced |
| Ergoteles LLC | 5,122 | $247.8K | 0.01% | −4,020−44.0% | Reduced |
| Hanlon Investment Management, Inc. | 5,087 | $246.1K | 0.07% | +5,087 | New |
| Pinnacle Associates Ltd | 5,010 | $242.4K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,976 | $241.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 4,950 | $239.5K | 0.00% | +4,950 | New |
| Coldstream Capital Management Inc | 4,945 | $239.2K | 0.01% | +49+1.0% | Added |
| Allspring Global Investments Holdings, LLC | 4,913 | $237.7K | 0.00% | −218−4.2% | Reduced |
| XTX Topco Ltd | 4,895 | $236.8K | 0.05% | +4,895 | New |
| Delta Capital Management LLC | 4,780 | $231.0K | 0.16% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 4,579 | $222.0K | 0.00% | +4,579 | New |
| MML Investors Services, LLC | 4,448 | $215.0K | 0.00% | +4,448 | New |
| Bank of Nova Scotia | 4,344 | $210.2K | 0.00% | +4,344 | New |
| Parallel Advisors, LLC | 4,310 | $208.5K | 0.01% | −2,175−33.5% | Reduced |
| Group One Trading, L.P. | 4,295 | $207.8K | 0.01% | +4,295 | New |
| Diversified Trust Co | 4,272 | $206.7K | 0.01% | +4,272 | New |
| Greenleaf Trust | 4,228 | $204.6K | 0.00% | +4,228 | New |
| Mariner, LLC | 4,181 | $202.0K | 0.00% | +4,181 | New |
| Point72 Middle East FZE | 4,136 | $200.1K | 0.01% | +4,136 | New |
| State of Wyoming | 4,049 | $195.9K | 0.06% | +3,314+450.9% | Added |
| Metropolitan Life Insurance Co | 3,582 | $173.3K | 0.01% | −586−14.1% | Reduced |
| Pacer Advisors, Inc. | 3,323 | $160.8K | 0.00% | −9,613−74.3% | Reduced |
| Harvest Fund Management Co., Ltd | 2,863 | $138.0K | 0.03% | +1,857+184.6% | Added |
| C M Bidwell & Associates Ltd | 2,625 | $127.0K | 0.10% | +2,625 | New |
| Centaurus Financial, Inc. | 2,509 | $121.0K | 0.01% | +2,509 | New |
| Tower Research Capital LLC (TRC) | 2,459 | $119.0K | 0.00% | −553−18.4% | Reduced |
| International Assets Investment Management, LLC | 2,323 | $112.4K | 0.02% | +2,323 | New |
| Whittier Trust Co | 2,269 | $109.8K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,231 | $107.9K | 0.09% | −4,090−64.7% | Reduced |
| Belpointe Asset Management LLC | 2,029 | $98.2K | 0.01% | +1,984+4,408.9% | Added |
| First PREMIER Bank | 2,000 | $97.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,714 | $82.9K | 0.01% | +1,710+42,750.0% | Added |
| Itau Unibanco Holding S.A. | 1,635 | $79.1K | 0.00% | +1,635 | New |
| Fortis Capital Advisors, LLC | 1,629 | $78.8K | 0.04% | +1,629 | New |
| Public Employees Retirement System of Ohio | 1,612 | $78.0K | 0.00% | −42−2.5% | Reduced |
| Proequities, Inc. | 1,385 | $67.0K | 0.01% | +1,385 | New |
| USA Financial Portformulas Corp | 1,374 | $66.5K | 0.11% | +1,374 | New |
| South Dakota Investment Council | 1,360 | $66.0K | 0.00% | −18,400−93.1% | Reduced |
| Quadrant Capital Group LLC | 1,362 | $65.9K | 0.01% | −115−7.8% | Reduced |
| Signaturefd, LLC | 1,306 | $63.2K | 0.00% | +29+2.3% | Added |
| Lazard Asset Management LLC | 1,213 | $58.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,178 | $57.0K | 0.08% | +1,178 | New |