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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2023: 359 institutions
Q1 2021: 277 institutionsQ2 2021: 268 institutionsQ3 2021: 283 institutionsQ4 2021: 283 institutionsQ1 2022: 279 institutionsQ2 2022: 261 institutionsQ3 2022: 274 institutionsQ4 2022: 311 institutionsQ1 2023: 359 institutionsQ2 2023: 382 institutionsQ3 2023: 393 institutionsQ4 2023: 402 institutionsQ1 2024: 388 institutionsQ2 2024: 372 institutionsQ3 2024: 382 institutionsQ4 2024: 350 institutionsQ1 2025: 333 institutionsQ2 2025: 327 institutionsQ3 2025: 332 institutionsQ4 2025: 357 institutionsQ1 2026: 473 institutionsQ2 2026: 484 institutions
Value heldQ1 2023: $3.04B
Q1 2021: $2.72BQ2 2021: $2.87BQ3 2021: $2.54BQ4 2021: $2.63BQ1 2022: $2.17BQ2 2022: $1.64BQ3 2022: $1.77BQ4 2022: $2.57BQ1 2023: $3.04BQ2 2023: $3.81BQ3 2023: $3.63BQ4 2023: $3.57BQ1 2024: $3.97BQ2 2024: $3.62BQ3 2024: $3.37BQ4 2024: $3.00BQ1 2025: $2.49BQ2 2025: $3.08BQ3 2025: $3.43BQ4 2025: $3.83BQ1 2026: $6.59BQ2 2026: $8.46B
Institutions holding TEX and their total value by quarter
QuarterHoldersValue
Q2 2026484$8.46B
Q1 2026473$6.59B
Q4 2025357$3.83B
Q3 2025332$3.43B
Q2 2025327$3.08B
Q1 2025333$2.49B
Q4 2024350$3.00B
Q3 2024382$3.37B
Q2 2024372$3.62B
Q1 2024388$3.97B
Q4 2023402$3.57B
Q3 2023393$3.63B
Q2 2023382$3.81B
Q1 2023359$3.04B
Q4 2022311$2.57B
Q3 2022274$1.77B
Q2 2022261$1.64B
Q1 2022279$2.17B
Q4 2021283$2.63B
Q3 2021283$2.54B
Q2 2021268$2.87B
Q1 2021277$2.72B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q4 2022.

Institutions holding TEX in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
AdvisorNet Financial, Inc1,098$53.1K0.00%+2+0.2%Added
Ronald Blue Trust, Inc.1,227$53.0K0.00%+64+5.5%Added
PrairieView Partners, LLC1,000$48.0K0.01%00.0%Unchanged
Parkside Financial Bank & Trust930$45.0K0.01%+434+87.5%Added
Assetmark, Inc910$44.0K0.00%00.0%Unchanged
Amundi881$42.6K0.00%00.0%Unchanged
Accel Wealth Management865$41.8K0.02%+3+0.3%Added
Covestor Ltd790$38.0K0.03%−637−44.6%Reduced
Northwestern Mutual Wealth Management Co746$36.1K0.00%+628+532.2%Added
CWM, LLC747$36.0K0.00%−28−3.6%Reduced
Dark Forest Capital Management LP582$28.2K0.01%+582New
Virtus Fund Advisers, LLC578$28.0K0.20%00.0%Unchanged
Tucker Asset Management LLC561$27.1K0.01%+561New
Fifth Third Bancorp537$26.0K0.00%+171+46.7%Added
Ameritas Advisory Services, LLC535$25.9K0.00%+535New
Lindbrook Capital, LLC529$25.6K0.00%−22−4.0%Reduced
First Horizon Advisors, Inc.522$25.3K0.00%+20+4.0%Added
Steward Partners Investment Advisory, LLC500$24.2K0.00%−500−50.0%Reduced
Ancora Advisors, LLC500$24.2K0.00%00.0%Unchanged
Private Trust Co NA475$23.0K0.00%−50−9.5%Reduced
GWM Advisors LLC466$22.5K0.00%−265−36.3%Reduced
Tilia Fiduciary Partners, Inc.435$21.0K0.02%+435New
Nomura Asset Management Co Ltd430$20.8K0.00%−300−41.1%Reduced
Bessemer Group Inc405$20.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.353$17.1K0.00%+21+6.3%Added
Bokf, NA349$16.9K0.00%+349New
Quarry LP288$13.9K0.01%+288New
Barrow Hanley Mewhinney & Strauss LLC244$11.8K0.00%−16−6.2%Reduced
Advisory Services Network, LLC168$8.13K0.00%00.0%Unchanged
Massmutual Trust Co FSB153$7.40K0.00%+118+337.1%Added
Point72 Asset Management, L.P.123$5.95K0.00%+123New
Dividend Assets Capital, LLC125$5.00K0.00%00.0%Unchanged
Park Place Capital Corp98$4.74K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.97$4.70K0.00%+51+110.9%Added
Jackson, Grant Investment Advisers, Inc.92$4.45K0.00%00.0%Unchanged
Bell Investment Advisors, Inc85$4.11K0.00%00.0%Unchanged
Quent Capital, LLC65$3.15K0.00%00.0%Unchanged
Allworth Financial LP60$2.90K0.00%+9+17.6%Added
Global Retirement Partners, LLC53$2.63K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC51$2.47K0.00%+2+4.1%Added
Schubert & Co48$2.32K0.00%+3+6.7%Added
Rosenberg Matthew Hamilton47$2.25K0.00%00.0%Unchanged
Spire Wealth Management44$2.13K0.00%+5+12.8%Added
ClariVest Asset Management LLC38$2.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners47$2.00K0.00%+47New
Richard W. Paul & Associates, LLC36$1.74K0.00%00.0%Unchanged
Glassman Wealth Services34$1.65K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC25$1.21K0.00%00.0%Unchanged
Hexagon Capital Partners LLC25$1.21K0.00%+7+38.9%Added
Toth Financial Advisory Corp25$1.21K0.00%+25New
SJS Investment Consulting Inc.23$1.11K0.00%+6+35.3%Added
EverSource Wealth Advisors, LLC20$9670.00%−123−86.0%Reduced
Disciplined Investments, LLC14$6770.00%+2+16.7%Added
Carolinas Wealth Consulting LLC12$5810.00%+2+20.0%Added
Kelly Financial Services LLC11$5320.00%00.0%Unchanged
Gradient Investments LLC8$3870.00%+2+33.3%Added
Infini Capital Management Ltd5$2420.00%+5New
TFC Financial Management4$1940.00%+4New
Tfo-TDC, LLC3$1450.00%−3−50.0%Reduced
HRT Financial LP0$00.00%−142,497−100.0%Sold out
Walleye Capital LLC0$00.00%−128,044−100.0%Sold out
Moore Capital Management, LP0$00.00%−125,675−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−58,422−100.0%Sold out
Sona Asset Management (US) LLC0$00.00%−56,200−100.0%Sold out
Pinkerton Retirement Specialists, LLC0$00.00%−23,230−100.0%Sold out
TCW Group Inc0$00.00%−10,545−100.0%Sold out
Holocene Advisors, LP0$00.00%−7,736−100.0%Sold out
Marshall Wace, LLP0$00.00%−7,402−100.0%Sold out
Quantbot Technologies LP0$00.00%−7,149−100.0%Sold out
Prudent Man Advisors, LLC0$00.00%−7,007−100.0%Sold out
FORA Capital, LLC0$00.00%−6,751−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−5,738−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−5,600−100.0%Sold out
KG&L Capital Management,LLC0$00.00%−5,055−100.0%Sold out
Jade Capital Advisors, LLC0$00.00%−5,000−100.0%Sold out
Sutton Wealth Advisors Inc.0$00.00%−3,512−100.0%Sold out
Hanson & Doremus Investment Management0$00.00%−1,575−100.0%Sold out
Money Concepts Capital Corp0$00.00%−1,102−100.0%Sold out
Leonteq Securities AG0$00.00%−837−100.0%Sold out
Delta Asset Management LLC0$00.00%−400−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−215−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−145−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−107−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−74−100.0%Sold out
TSFG, LLC0$00.00%−50−100.0%Sold out
Comerica Securities,inc.0$00.00%−32−100.0%Sold out
Harbour Investments, Inc.0$00.00%−7−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−851−100.0%Sold out
Comerica Bank––––Not filed
Zeke Capital Advisors, LLC––––Not filed
Sargent Bickham Lagudis LLC––––Not filed