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 |
|---|---|---|---|---|---|
| JustInvest LLC | 11,987 | $717.2K | 0.02% | −34−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,944 | $714.0K | 0.01% | +1,117+10.3% | Added |
| Pacer Advisors, Inc. | 11,900 | $712.0K | 0.00% | +8,577+258.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 11,494 | $687.7K | 0.00% | −194−1.7% | Reduced |
| Polar Asset Management Partners Inc. | 11,487 | $687.3K | 0.01% | −39,151−77.3% | Reduced |
| Wolverine Trading, LLC | 11,175 | $663.5K | 0.01% | +5,133+85.0% | Added |
| Lazard Asset Management LLC | 10,995 | $656.0K | 0.00% | +9,782+806.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 11,000 | $653.0K | 0.33% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 10,761 | $643.8K | 0.02% | +10,761 | New |
| Truist Financial Corp | 10,751 | $643.2K | 0.00% | −2,817−20.8% | Reduced |
| Engineers Gate Manager LP | 10,717 | $641.2K | 0.02% | −16,249−60.3% | Reduced |
| Commerce Bank | 10,710 | $640.8K | 0.00% | −125−1.2% | Reduced |
| CIBC Private Wealth Group, LLC | 10,552 | $631.3K | 0.00% | +404+4.0% | Added |
| O'Neil Global Advisors, Inc. | 10,484 | $627.0K | 0.13% | +10,484 | New |
| Aspen Investment Management Inc | 10,470 | $626.0K | 0.37% | −525−4.8% | Reduced |
| Bridgewater Associates, LP | 10,406 | $622.6K | 0.00% | +4,732+83.4% | Added |
| NorthCrest Asset Manangement, LLC | 10,400 | $622.2K | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 9,863 | $590.1K | 0.01% | −619−5.9% | Reduced |
| Public Employees Retirement Association of Colorado | 9,773 | $585.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 9,671 | $578.6K | 0.00% | +9,671 | New |
| Winton Group Ltd | 9,480 | $567.2K | 0.05% | +3,816+67.4% | Added |
| Atlas Capital Advisors LLC | 9,311 | $557.1K | 0.08% | −885−8.7% | Reduced |
| Cornercap Investment Counsel Inc | 9,297 | $556.2K | 0.10% | +103+1.1% | Added |
| Cavalier Investments, LLC | 9,166 | $548.4K | 0.20% | +9,166 | New |
| Handelsbanken Fonder AB | 9,153 | $548.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 9,047 | $541.3K | 0.00% | +603+7.1% | Added |
| Level Four Advisory Services, LLC | 8,851 | $529.6K | 0.03% | +579+7.0% | Added |
| State of Wyoming | 8,620 | $515.7K | 0.15% | +4,571+112.9% | Added |
| New York Life Investment Management LLC | 8,519 | $509.7K | 0.01% | −1,530−15.2% | Reduced |
| Glenmede Trust Co NA | 10,433 | $504.7K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 8,407 | $502.0K | 0.01% | −893−9.6% | Reduced |
| Perigon Wealth Management, LLC | 8,270 | $494.8K | 0.02% | −306−3.6% | Reduced |
| Mackenzie Financial Corp | 7,915 | $482.9K | 0.00% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 8,000 | $478.6K | 0.51% | +8,000 | New |
| Pathstone Family Office, LLC | 7,992 | $478.2K | 0.01% | −1,172−12.8% | Reduced |
| Qube Research & Technologies Ltd | 7,914 | $473.5K | 0.00% | −63,263−88.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,814 | $467.5K | 0.08% | −8,506−52.1% | Reduced |
| Dakota Wealth Management | 7,725 | $462.2K | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,545 | $452.0K | 0.00% | −8,667−53.5% | Reduced |
| Kestra Advisory Services, LLC | 7,482 | $447.6K | 0.00% | −22−0.3% | Reduced |
| Creative Planning | 7,440 | $445.1K | 0.00% | +2,490+50.3% | Added |
| Cambria Investment Management, L.P. | 7,426 | $444.3K | 0.04% | +7,426 | New |
| The PNC Financial Services Group, Inc. | 7,355 | $440.0K | 0.00% | −11−0.1% | Reduced |
| Qsemble Capital Management, LP | 7,300 | $436.8K | 0.31% | +7,300 | New |
| Gabelli Funds LLC | 7,000 | $418.8K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 7,000 | $418.8K | 0.31% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 6,819 | $408.0K | 0.00% | −30.0% | Reduced |
| Two Sigma Securities, LLC | 6,781 | $405.7K | 0.03% | +6,781 | New |
| Parallel Advisors, LLC | 6,545 | $391.6K | 0.01% | +2,235+51.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,514 | $390.0K | 0.00% | −293−4.3% | Reduced |
| CWM, LLC | 6,481 | $388.0K | 0.00% | +5,734+767.6% | Added |
| MML Investors Services, LLC | 6,419 | $384.0K | 0.00% | +1,971+44.3% | Added |
| Occudo Quantitative Strategies LP | 6,407 | $383.3K | 0.04% | −21,034−76.7% | Reduced |
| Verdence Capital Advisors LLC | 6,400 | $382.9K | 0.04% | −726−10.2% | Reduced |
| KBC Group NV | 6,361 | $381.0K | 0.00% | +59+0.9% | Added |
| Alps Advisors Inc | 5,965 | $356.9K | 0.00% | +45+0.8% | Added |
| Securian Asset Management, Inc | 5,963 | $356.8K | 0.01% | −100−1.6% | Reduced |
| LVZ Advisors, Inc. | 5,865 | $350.9K | 0.05% | −1,284−18.0% | Reduced |
| Cerity Partners LLC | 5,823 | $348.4K | 0.00% | +5,823 | New |
| Assenagon Asset Management S.A. | 5,699 | $341.0K | 0.00% | −155,535−96.5% | Reduced |
| CSS LLC | 5,500 | $329.1K | 0.03% | +5,500 | New |
| Oxbow Advisors, LLC | 5,500 | $329.1K | 0.05% | +5,500 | New |
| ARGA Investment Management, LP | 5,447 | $325.9K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 5,439 | $325.4K | 0.22% | −5,054−48.2% | Reduced |
| Quantinno Capital Management LP | 5,393 | $323.0K | 0.02% | +417+8.4% | Added |
| CWM Advisors, LLC | 5,225 | $312.6K | 0.04% | −406−7.2% | Reduced |
| Hanlon Investment Management, Inc. | 5,176 | $309.7K | 0.09% | +89+1.7% | Added |
| First Republic Investment Management, Inc. | 5,134 | $307.2K | 0.00% | −410−7.4% | Reduced |
| M&T Bank Corp | 5,121 | $306.5K | 0.00% | −613−10.7% | Reduced |
| Jefferies Financial Group Inc. | 5,116 | $306.1K | 0.01% | +5,116 | New |
| Pinnacle Associates Ltd | 4,980 | $298.0K | 0.01% | −30−0.6% | Reduced |
| Mariner, LLC | 4,970 | $297.3K | 0.00% | +789+18.9% | Added |
| Group One Trading, L.P. | 4,834 | $289.2K | 0.01% | +539+12.5% | Added |
| Crossmark Global Holdings, Inc. | 4,946 | $284.0K | 0.01% | −260−5.0% | 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 |
| Versor Investments LP | 4,639 | $277.6K | 0.05% | −803−14.8% | Reduced |
| Virtu Financial LLC | 4,599 | $275.0K | 0.02% | +4,599 | New |
| Commonwealth Equity Services, LLC | 4,584 | $274.0K | 0.00% | −7,947−63.4% | Reduced |
| Bayesian Capital Management, LP | 4,579 | $274.0K | 0.03% | −628−12.1% | Reduced |
| Ethic Inc. | 4,573 | $273.6K | 0.01% | +4,573 | New |
| Brinker Capital Investments, LLC | 4,535 | $271.3K | 0.00% | +4,535 | New |
| Orion Portfolio Solutions, LLC | 4,535 | $271.3K | 0.00% | +4,535 | New |
| Penserra Capital Management LLC | 4,520 | $270.0K | 0.01% | +4,520 | New |
| Bridgefront Capital, LLC | 4,490 | $268.6K | 0.15% | +4,490 | New |
| Kovitz Investment Group Partners, LLC | 4,461 | $266.9K | 0.00% | −118−2.6% | Reduced |
| Bailard, Inc. | 4,445 | $265.9K | 0.01% | +4,445 | New |
| Brighton Jones LLC | 4,255 | $254.6K | 0.01% | −4,645−52.2% | Reduced |
| Greenleaf Trust | 4,240 | $253.7K | 0.00% | +12+0.3% | Added |
| Jump Financial, LLC | 4,035 | $241.4K | 0.01% | −48,325−92.3% | Reduced |
| Vise Technologies, Inc. | 4,034 | $241.4K | 0.06% | +4,034 | New |
| Ergoteles LLC | 4,031 | $241.2K | 0.01% | −1,091−21.3% | Reduced |
| Coldstream Capital Management Inc | 4,010 | $239.9K | 0.01% | −935−18.9% | Reduced |
| Lyell Wealth Management, LP | 4,000 | $239.3K | 0.03% | +4,000 | New |
| Exencial Wealth Advisors, LLC | 3,986 | $238.5K | 0.01% | +3,986 | New |
| Avantax Planning Partners, Inc. | 3,936 | $235.5K | 0.01% | +3,936 | New |
| Diversified Trust Co | 3,883 | $232.3K | 0.01% | −389−9.1% | Reduced |
| Captrust Financial Advisors | 3,775 | $225.9K | 0.00% | +3,775 | New |
| Eqis Capital Management, Inc. | 3,683 | $220.4K | 0.02% | +3,683 | New |
| Prudent Man Advisors, LLC | 3,676 | $220.0K | 0.08% | +3,676 | New |