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, Q2 2023
Institutional positions in Terex Corp as of Jun 30, 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
- 382
- +23 vs. Q1 2023
- Shares held
- 63.7M
- +698.5K (+1.1%) vs. Q1 2023
- Total value
- $3.81B
- +$768.1M (+25.3%) vs. Q1 2023
- New holders
- 69
- 123 more added
- Sold out
- 46
- 145 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 43,051 | $0 | 0.00% | +43,051 | New |
| Gradient Investments LLC | 2 | $120 | 0.00% | −6−75.0% | Reduced |
| Tfo-TDC, LLC | 3 | $179 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3 | $180 | 0.00% | +3 | New |
| Carolinas Wealth Consulting LLC | 12 | $710 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 12 | $718 | 0.00% | +1+9.1% | Added |
| EverSource Wealth Advisors, LLC | 13 | $778 | 0.00% | −7−35.0% | Reduced |
| Disciplined Investments, LLC | 13 | $778 | 0.00% | −1−7.1% | Reduced |
| Endurance Wealth Management, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 19 | $1.14K | 0.00% | −4−17.4% | Reduced |
| Toth Financial Advisory Corp | 25 | $1.50K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $1.50K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 32 | $1.92K | 0.00% | +7+28.0% | Added |
| Glassman Wealth Services | 34 | $2.03K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 37 | $2.21K | 0.00% | −60−61.9% | Reduced |
| Richard W. Paul & Associates, LLC | 37 | $2.21K | 0.00% | +1+2.8% | Added |
| Rosenberg Matthew Hamilton | 47 | $2.78K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 49 | $2.93K | 0.00% | −2−3.9% | Reduced |
| Versant Capital Management, Inc | 49 | $2.93K | 0.00% | +49 | New |
| ClariVest Asset Management LLC | 59 | $3.00K | 0.00% | +21+55.3% | Added |
| Coston, McIsaac & Partners | 52 | $3.00K | 0.00% | +5+10.6% | Added |
| Allworth Financial LP | 51 | $3.05K | 0.00% | −9−15.0% | Reduced |
| Global Retirement Partners, LLC | 53 | $3.17K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 65 | $3.89K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 67 | $4.01K | 0.00% | −18−21.2% | Reduced |
| Bokf, NA | 80 | $4.79K | 0.00% | −269−77.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 91 | $5.44K | 0.00% | +91 | New |
| Jackson, Grant Investment Advisers, Inc. | 92 | $5.52K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 98 | $5.86K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 116 | $6.00K | 0.00% | −1,111−90.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 111 | $6.64K | 0.00% | +111 | New |
| Dividend Assets Capital, LLC | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 128 | $7.66K | 0.00% | +128 | New |
| Raleigh Capital Management Inc. | 140 | $8.39K | 0.00% | +140 | New |
| Huntington National Bank | 163 | $9.75K | 0.00% | +163 | New |
| Blume Capital Management, Inc. | 200 | $12.0K | 0.00% | +200 | New |
| Massmutual Trust Co FSB | 207 | $12.4K | 0.00% | +54+35.3% | Added |
| NVWM, LLC | 219 | $13.1K | 0.00% | +219 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 230 | $13.8K | 0.00% | −14−5.7% | Reduced |
| Quarry LP | 254 | $15.2K | 0.01% | −34−11.8% | Reduced |
| Point72 Asset Management, L.P. | 272 | $16.3K | 0.00% | +149+121.1% | Added |
| GWM Advisors LLC | 386 | $23.1K | 0.00% | −80−17.2% | Reduced |
| Nomura Asset Management Co Ltd | 430 | $25.7K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 435 | $26.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 459 | $27.0K | 0.00% | +54+13.3% | Added |
| Private Trust Co NA | 470 | $28.1K | 0.00% | −5−1.1% | Reduced |
| Ancora Advisors, LLC | 500 | $29.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 500 | $29.9K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 500 | $29.9K | 0.00% | +500 | New |
| First Horizon Advisors, Inc. | 522 | $31.2K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 578 | $34.6K | 0.24% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 587 | $35.1K | 0.00% | +58+11.0% | Added |
| Northwestern Mutual Wealth Management Co | 746 | $44.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 851 | $51.0K | 0.01% | +851 | New |
| Fifth Third Bancorp | 854 | $51.1K | 0.00% | +317+59.0% | Added |
| Amundi | 881 | $52.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 956 | $57.2K | 0.01% | +26+2.8% | Added |
| PrairieView Partners, LLC | 1,000 | $59.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,012 | $60.0K | 0.05% | +222+28.1% | Added |
| AdvisorNet Financial, Inc | 1,096 | $65.6K | 0.01% | −2−0.2% | Reduced |
| USA Financial Portformulas Corp | 1,306 | $78.1K | 0.12% | −68−4.9% | Reduced |
| VisionPoint Advisory Group, LLC | 1,357 | $81.2K | 0.03% | +1,357 | New |
| Assetmark, Inc | 1,424 | $85.2K | 0.00% | +514+56.5% | Added |
| Public Employees Retirement System of Ohio | 1,478 | $88.0K | 0.00% | −134−8.3% | Reduced |
| Signaturefd, LLC | 1,536 | $91.9K | 0.00% | +230+17.6% | Added |
| Proequities, Inc. | 1,544 | $92.4K | 0.01% | +159+11.5% | Added |
| Meeder Asset Management Inc | 1,714 | $102.5K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 2,000 | $120.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,098 | $125.5K | 0.01% | +736+54.0% | Added |
| Counterpoint Mutual Funds LLC | 2,158 | $129.1K | 0.12% | −73−3.3% | Reduced |
| Whittier Trust Co | 2,269 | $135.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,441 | $146.0K | 0.00% | −18−0.7% | Reduced |
| C M Bidwell & Associates Ltd | 2,625 | $157.1K | 0.11% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,679 | $160.0K | 0.03% | −184−6.4% | Reduced |
| Fruth Investment Management | 3,350 | $200.0K | 0.06% | +3,350 | New |
| Corton Capital Inc. | 3,346 | $200.2K | 0.09% | +3,346 | New |
| National Asset Management, Inc. | 3,369 | $201.5K | 0.00% | +3,369 | New |
| Profund Advisors LLC | 3,383 | $202.4K | 0.01% | +3,383 | New |
| Cornerstone Investment Partners, LLC | 3,474 | $207.8K | 0.01% | +3,474 | New |
| O'Shaughnessy Asset Management, LLC | 3,558 | $212.9K | 0.00% | +3,558 | New |
| Principle Wealth Partners LLC | 3,571 | $213.7K | 0.02% | +3,571 | New |
| Metropolitan Life Insurance Co | 3,654 | $218.6K | 0.01% | +72+2.0% | Added |
| Prudent Man Advisors, LLC | 3,676 | $220.0K | 0.08% | +3,676 | New |
| Eqis Capital Management, Inc. | 3,683 | $220.4K | 0.02% | +3,683 | New |
| Captrust Financial Advisors | 3,775 | $225.9K | 0.00% | +3,775 | New |
| Diversified Trust Co | 3,883 | $232.3K | 0.01% | −389−9.1% | Reduced |
| Avantax Planning Partners, Inc. | 3,936 | $235.5K | 0.01% | +3,936 | New |
| Exencial Wealth Advisors, LLC | 3,986 | $238.5K | 0.01% | +3,986 | New |
| Lyell Wealth Management, LP | 4,000 | $239.3K | 0.03% | +4,000 | New |
| Coldstream Capital Management Inc | 4,010 | $239.9K | 0.01% | −935−18.9% | Reduced |
| Ergoteles LLC | 4,031 | $241.2K | 0.01% | −1,091−21.3% | Reduced |
| Vise Technologies, Inc. | 4,034 | $241.4K | 0.06% | +4,034 | New |
| Jump Financial, LLC | 4,035 | $241.4K | 0.01% | −48,325−92.3% | Reduced |
| Greenleaf Trust | 4,240 | $253.7K | 0.00% | +12+0.3% | Added |
| Brighton Jones LLC | 4,255 | $254.6K | 0.01% | −4,645−52.2% | Reduced |
| Bailard, Inc. | 4,445 | $265.9K | 0.01% | +4,445 | New |
| Kovitz Investment Group Partners, LLC | 4,461 | $266.9K | 0.00% | −118−2.6% | Reduced |
| Bridgefront Capital, LLC | 4,490 | $268.6K | 0.15% | +4,490 | New |
| Penserra Capital Management LLC | 4,520 | $270.0K | 0.01% | +4,520 | New |
| Brinker Capital Investments, LLC | 4,535 | $271.3K | 0.00% | +4,535 | New |