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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 4,535 | $271.3K | 0.00% | +4,535 | New |
| Ethic Inc. | 4,573 | $273.6K | 0.01% | +4,573 | New |
| Bayesian Capital Management, LP | 4,579 | $274.0K | 0.03% | −628−12.1% | Reduced |
| Commonwealth Equity Services, LLC | 4,584 | $274.0K | 0.00% | −7,947−63.4% | Reduced |
| Virtu Financial LLC | 4,599 | $275.0K | 0.02% | +4,599 | New |
| Versor Investments LP | 4,639 | $277.6K | 0.05% | −803−14.8% | Reduced |
| SG Americas Securities, LLC | 4,665 | $279.0K | 0.00% | −22,824−83.0% | Reduced |
| Delta Capital Management LLC | 4,670 | $279.0K | 0.19% | −110−2.3% | Reduced |
| Crossmark Global Holdings, Inc. | 4,946 | $284.0K | 0.01% | −260−5.0% | Reduced |
| Group One Trading, L.P. | 4,834 | $289.2K | 0.01% | +539+12.5% | Added |
| Mariner, LLC | 4,970 | $297.3K | 0.00% | +789+18.9% | Added |
| Pinnacle Associates Ltd | 4,980 | $298.0K | 0.01% | −30−0.6% | Reduced |
| Jefferies Financial Group Inc. | 5,116 | $306.1K | 0.01% | +5,116 | New |
| M&T Bank Corp | 5,121 | $306.5K | 0.00% | −613−10.7% | Reduced |
| First Republic Investment Management, Inc. | 5,134 | $307.2K | 0.00% | −410−7.4% | Reduced |
| Hanlon Investment Management, Inc. | 5,176 | $309.7K | 0.09% | +89+1.7% | Added |
| CWM Advisors, LLC | 5,225 | $312.6K | 0.04% | −406−7.2% | Reduced |
| Quantinno Capital Management LP | 5,393 | $323.0K | 0.02% | +417+8.4% | Added |
| Virtus Investment Advisers, Inc. | 5,439 | $325.4K | 0.22% | −5,054−48.2% | Reduced |
| ARGA Investment Management, LP | 5,447 | $325.9K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 5,500 | $329.1K | 0.03% | +5,500 | New |
| Oxbow Advisors, LLC | 5,500 | $329.1K | 0.05% | +5,500 | New |
| Assenagon Asset Management S.A. | 5,699 | $341.0K | 0.00% | −155,535−96.5% | Reduced |
| Cerity Partners LLC | 5,823 | $348.4K | 0.00% | +5,823 | New |
| LVZ Advisors, Inc. | 5,865 | $350.9K | 0.05% | −1,284−18.0% | Reduced |
| Securian Asset Management, Inc | 5,963 | $356.8K | 0.01% | −100−1.6% | Reduced |
| Alps Advisors Inc | 5,965 | $356.9K | 0.00% | +45+0.8% | Added |
| KBC Group NV | 6,361 | $381.0K | 0.00% | +59+0.9% | Added |
| Verdence Capital Advisors LLC | 6,400 | $382.9K | 0.04% | −726−10.2% | Reduced |
| Occudo Quantitative Strategies LP | 6,407 | $383.3K | 0.04% | −21,034−76.7% | Reduced |
| MML Investors Services, LLC | 6,419 | $384.0K | 0.00% | +1,971+44.3% | Added |
| CWM, LLC | 6,481 | $388.0K | 0.00% | +5,734+767.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,514 | $390.0K | 0.00% | −293−4.3% | Reduced |
| Parallel Advisors, LLC | 6,545 | $391.6K | 0.01% | +2,235+51.9% | Added |
| Two Sigma Securities, LLC | 6,781 | $405.7K | 0.03% | +6,781 | New |
| Raymond James Financial Services Advisors, Inc. | 6,819 | $408.0K | 0.00% | −30.0% | Reduced |
| Gabelli Funds LLC | 7,000 | $418.8K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 7,000 | $418.8K | 0.31% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 7,300 | $436.8K | 0.31% | +7,300 | New |
| The PNC Financial Services Group, Inc. | 7,355 | $440.0K | 0.00% | −11−0.1% | Reduced |
| Cambria Investment Management, L.P. | 7,426 | $444.3K | 0.04% | +7,426 | New |
| Creative Planning | 7,440 | $445.1K | 0.00% | +2,490+50.3% | Added |
| Kestra Advisory Services, LLC | 7,482 | $447.6K | 0.00% | −22−0.3% | Reduced |
| HSBC Holdings PLC | 7,545 | $452.0K | 0.00% | −8,667−53.5% | Reduced |
| Dakota Wealth Management | 7,725 | $462.2K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 7,814 | $467.5K | 0.08% | −8,506−52.1% | Reduced |
| Qube Research & Technologies Ltd | 7,914 | $473.5K | 0.00% | −63,263−88.9% | Reduced |
| Pathstone Family Office, LLC | 7,992 | $478.2K | 0.01% | −1,172−12.8% | Reduced |
| Yorktown Management & Research Co Inc | 8,000 | $478.6K | 0.51% | +8,000 | New |
| Mackenzie Financial Corp | 7,915 | $482.9K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,270 | $494.8K | 0.02% | −306−3.6% | Reduced |
| State of Alaska, Department of Revenue | 8,407 | $502.0K | 0.01% | −893−9.6% | Reduced |
| Glenmede Trust Co NA | 10,433 | $504.7K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 8,519 | $509.7K | 0.01% | −1,530−15.2% | Reduced |
| State of Wyoming | 8,620 | $515.7K | 0.15% | +4,571+112.9% | Added |
| Level Four Advisory Services, LLC | 8,851 | $529.6K | 0.03% | +579+7.0% | Added |
| Pictet Asset Management SA | 9,047 | $541.3K | 0.00% | +603+7.1% | Added |
| Handelsbanken Fonder AB | 9,153 | $548.0K | 0.00% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 9,166 | $548.4K | 0.20% | +9,166 | New |
| Cornercap Investment Counsel Inc | 9,297 | $556.2K | 0.10% | +103+1.1% | Added |
| Atlas Capital Advisors LLC | 9,311 | $557.1K | 0.08% | −885−8.7% | Reduced |
| Winton Group Ltd | 9,480 | $567.2K | 0.05% | +3,816+67.4% | Added |
| Natixis | 9,671 | $578.6K | 0.00% | +9,671 | New |
| Public Employees Retirement Association of Colorado | 9,773 | $585.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 9,863 | $590.1K | 0.01% | −619−5.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,400 | $622.2K | 0.02% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 10,406 | $622.6K | 0.00% | +4,732+83.4% | Added |
| Aspen Investment Management Inc | 10,470 | $626.0K | 0.37% | −525−4.8% | Reduced |
| O'Neil Global Advisors, Inc. | 10,484 | $627.0K | 0.13% | +10,484 | New |
| CIBC Private Wealth Group, LLC | 10,552 | $631.3K | 0.00% | +404+4.0% | Added |
| Commerce Bank | 10,710 | $640.8K | 0.00% | −125−1.2% | Reduced |
| Engineers Gate Manager LP | 10,717 | $641.2K | 0.02% | −16,249−60.3% | Reduced |
| Truist Financial Corp | 10,751 | $643.2K | 0.00% | −2,817−20.8% | Reduced |
| Graham Capital Management, L.P. | 10,761 | $643.8K | 0.02% | +10,761 | New |
| Psagot Value Holdings Ltd. / (Israel) | 11,000 | $653.0K | 0.33% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,995 | $656.0K | 0.00% | +9,782+806.4% | Added |
| Wolverine Trading, LLC | 11,175 | $663.5K | 0.01% | +5,133+85.0% | Added |
| Polar Asset Management Partners Inc. | 11,487 | $687.3K | 0.01% | −39,151−77.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 11,494 | $687.7K | 0.00% | −194−1.7% | Reduced |
| Pacer Advisors, Inc. | 11,900 | $712.0K | 0.00% | +8,577+258.1% | Added |
| Teachers Retirement System of the State of Kentucky | 11,944 | $714.0K | 0.01% | +1,117+10.3% | Added |
| JustInvest LLC | 11,987 | $717.2K | 0.02% | −34−0.3% | Reduced |
| First National Trust Co | 12,000 | $718.0K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 12,162 | $728.0K | 0.03% | −2,647−17.9% | Reduced |
| Diligent Investors, LLC | 12,660 | $757.4K | 0.22% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,707 | $760.3K | 0.00% | +843+7.1% | Added |
| Capula Management Ltd | 13,040 | $780.2K | 0.09% | +13,040 | New |
| Cetera Investment Advisers | 13,329 | $797.5K | 0.01% | −126−0.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,577 | $812.3K | 0.00% | +333+2.5% | Added |
| New Mexico Educational Retirement Board | 13,800 | $826.0K | 0.04% | +1,600+13.1% | Added |
| Pearl River Capital, LLC | 14,498 | $867.4K | 0.14% | +14,498 | New |
| Banco Santander, S.A. | 14,509 | $868.1K | 0.01% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 14,588 | $872.8K | 0.20% | +14,588 | New |
| Northwestern Mutual Investment Management Company, LLC | 15,068 | $901.5K | 0.02% | +93+0.6% | Added |
| Farmers & Merchants Investments Inc | 15,456 | $924.7K | 0.03% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 15,993 | $955.1K | 0.28% | −5,381−25.2% | Reduced |
| Affinity Investment Advisors, LLC | 16,160 | $966.9K | 0.56% | +16,160 | New |
| Credential Qtrade Securities Inc. | 16,170 | $967.5K | 0.06% | −730−4.3% | Reduced |
| Neuberger Berman Group LLC | 16,244 | $971.9K | 0.00% | −20.0% | Reduced |
| US Bancorp | 16,326 | $976.8K | 0.00% | −1,186−6.8% | Reduced |