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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 3,654 | $218.6K | 0.01% | +72+2.0% | Added |
| Principle Wealth Partners LLC | 3,571 | $213.7K | 0.02% | +3,571 | New |
| O'Shaughnessy Asset Management, LLC | 3,558 | $212.9K | 0.00% | +3,558 | New |
| Cornerstone Investment Partners, LLC | 3,474 | $207.8K | 0.01% | +3,474 | New |
| Profund Advisors LLC | 3,383 | $202.4K | 0.01% | +3,383 | New |
| National Asset Management, Inc. | 3,369 | $201.5K | 0.00% | +3,369 | New |
| Corton Capital Inc. | 3,346 | $200.2K | 0.09% | +3,346 | New |
| Fruth Investment Management | 3,350 | $200.0K | 0.06% | +3,350 | New |
| Harvest Fund Management Co., Ltd | 2,679 | $160.0K | 0.03% | −184−6.4% | Reduced |
| C M Bidwell & Associates Ltd | 2,625 | $157.1K | 0.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,441 | $146.0K | 0.00% | −18−0.7% | Reduced |
| Whittier Trust Co | 2,269 | $135.8K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,158 | $129.1K | 0.12% | −73−3.3% | Reduced |
| Quadrant Capital Group LLC | 2,098 | $125.5K | 0.01% | +736+54.0% | Added |
| First PREMIER Bank | 2,000 | $120.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,714 | $102.5K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,544 | $92.4K | 0.01% | +159+11.5% | Added |
| Signaturefd, LLC | 1,536 | $91.9K | 0.00% | +230+17.6% | Added |
| Public Employees Retirement System of Ohio | 1,478 | $88.0K | 0.00% | −134−8.3% | Reduced |
| Assetmark, Inc | 1,424 | $85.2K | 0.00% | +514+56.5% | Added |
| VisionPoint Advisory Group, LLC | 1,357 | $81.2K | 0.03% | +1,357 | New |
| USA Financial Portformulas Corp | 1,306 | $78.1K | 0.12% | −68−4.9% | Reduced |
| AdvisorNet Financial, Inc | 1,096 | $65.6K | 0.01% | −2−0.2% | Reduced |
| Covestor Ltd | 1,012 | $60.0K | 0.05% | +222+28.1% | Added |
| PrairieView Partners, LLC | 1,000 | $59.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 956 | $57.2K | 0.01% | +26+2.8% | Added |
| Amundi | 881 | $52.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 854 | $51.1K | 0.00% | +317+59.0% | Added |
| Capital Advisors, Ltd. LLC | 851 | $51.0K | 0.01% | +851 | New |
| Northwestern Mutual Wealth Management Co | 746 | $44.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 587 | $35.1K | 0.00% | +58+11.0% | Added |
| Virtus Fund Advisers, LLC | 578 | $34.6K | 0.24% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 522 | $31.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Private Trust Co NA | 470 | $28.1K | 0.00% | −5−1.1% | Reduced |
| Bessemer Group Inc | 459 | $27.0K | 0.00% | +54+13.3% | Added |
| Tilia Fiduciary Partners, Inc. | 435 | $26.0K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 430 | $25.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 386 | $23.1K | 0.00% | −80−17.2% | Reduced |
| Point72 Asset Management, L.P. | 272 | $16.3K | 0.00% | +149+121.1% | Added |
| Quarry LP | 254 | $15.2K | 0.01% | −34−11.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 230 | $13.8K | 0.00% | −14−5.7% | Reduced |
| NVWM, LLC | 219 | $13.1K | 0.00% | +219 | New |
| Massmutual Trust Co FSB | 207 | $12.4K | 0.00% | +54+35.3% | Added |
| Blume Capital Management, Inc. | 200 | $12.0K | 0.00% | +200 | New |
| Huntington National Bank | 163 | $9.75K | 0.00% | +163 | New |
| Raleigh Capital Management Inc. | 140 | $8.39K | 0.00% | +140 | New |
| Fiduciary Alliance LLC | 128 | $7.66K | 0.00% | +128 | New |
| Dividend Assets Capital, LLC | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 111 | $6.64K | 0.00% | +111 | New |
| Ronald Blue Trust, Inc. | 116 | $6.00K | 0.00% | −1,111−90.5% | Reduced |
| Park Place Capital Corp | 98 | $5.86K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 92 | $5.52K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 91 | $5.44K | 0.00% | +91 | New |
| Bokf, NA | 80 | $4.79K | 0.00% | −269−77.1% | Reduced |
| Bell Investment Advisors, Inc | 67 | $4.01K | 0.00% | −18−21.2% | Reduced |
| Quent Capital, LLC | 65 | $3.89K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 53 | $3.17K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 51 | $3.05K | 0.00% | −9−15.0% | Reduced |
| 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 |
| JFS Wealth Advisors, LLC | 49 | $2.93K | 0.00% | −2−3.9% | Reduced |
| Versant Capital Management, Inc | 49 | $2.93K | 0.00% | +49 | New |
| Rosenberg Matthew Hamilton | 47 | $2.78K | 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 |
| Glassman Wealth Services | 34 | $2.03K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 32 | $1.92K | 0.00% | +7+28.0% | Added |
| 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 |
| SJS Investment Consulting Inc. | 19 | $1.14K | 0.00% | −4−17.4% | Reduced |
| Endurance Wealth Management, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 13 | $778 | 0.00% | −7−35.0% | Reduced |
| Disciplined Investments, LLC | 13 | $778 | 0.00% | −1−7.1% | Reduced |
| Kelly Financial Services LLC | 12 | $718 | 0.00% | +1+9.1% | Added |
| Carolinas Wealth Consulting LLC | 12 | $710 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3 | $180 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 3 | $179 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $120 | 0.00% | −6−75.0% | Reduced |
| Comerica Bank | 43,051 | $0 | 0.00% | +43,051 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −277,841−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −152,985−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −99,566−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −82,630−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −74,192−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −68,705−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −67,070−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −62,285−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −30,536−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −24,138−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −23,337−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −21,923−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −19,974−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −15,433−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −15,249−100.0% | Sold out |
| Empirical Finance, LLC | 0 | $0 | 0.00% | −13,327−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −12,902−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −12,631−100.0% | Sold out |