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, Q3 2023
Institutional positions in Terex Corp as of Sep 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
- 393
- +15 vs. Q2 2023
- Shares held
- 62.8M
- −797.3K (−1.3%) vs. Q2 2023
- Total value
- $3.63B
- −$176.2M (−4.6%) vs. Q2 2023
- New holders
- 54
- 140 more added
- Sold out
- 39
- 146 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gradient Investments LLC | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $116 | 0.00% | −1−33.3% | Reduced |
| Tfo-TDC, LLC | 3 | $179 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $352 | 0.00% | −4−33.3% | Reduced |
| Spire Wealth Management | 10 | $576 | 0.00% | +10 | New |
| Kelly Financial Services LLC | 12 | $691 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13 | $749 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $922 | 0.00% | −1,080−98.5% | Reduced |
| ClariVest Asset Management LLC | 21 | $1.00K | 0.00% | −38−64.4% | Reduced |
| SJS Investment Consulting Inc. | 20 | $1.15K | 0.00% | +1+5.3% | Added |
| Toth Financial Advisory Corp | 25 | $1.44K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $1.44K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 30 | $1.73K | 0.00% | +30 | New |
| Glassman Wealth Services | 34 | $1.96K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 35 | $2.02K | 0.00% | −2−5.4% | Reduced |
| SRS Capital Advisors, Inc. | 37 | $2.13K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 47 | $2.68K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 49 | $2.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 49 | $2.82K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 60 | $3.00K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 58 | $3.34K | 0.00% | −9−13.4% | Reduced |
| Global Retirement Partners, LLC | 65 | $3.47K | 0.00% | +12+22.6% | Added |
| Quent Capital, LLC | 65 | $3.75K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 66 | $3.80K | 0.00% | +15+29.4% | Added |
| Macroview Investment Management LLC | 67 | $3.86K | 0.01% | +67 | New |
| Jackson, Grant Investment Advisers, Inc. | 93 | $5.33K | 0.00% | +1+1.1% | Added |
| Park Place Capital Corp | 98 | $5.65K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 110 | $6.00K | 0.00% | +110 | New |
| Hexagon Capital Partners LLC | 108 | $6.22K | 0.00% | +76+237.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $6.97K | 0.00% | +121 | New |
| Dividend Assets Capital, LLC | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 135 | $7.78K | 0.00% | +135 | New |
| Raleigh Capital Management Inc. | 152 | $8.78K | 0.00% | +12+8.6% | Added |
| Huntington National Bank | 165 | $9.51K | 0.00% | +2+1.2% | Added |
| Ronald Blue Trust, Inc. | 167 | $10.0K | 0.00% | +51+44.0% | Added |
| Covestor Ltd | 185 | $11.0K | 0.01% | −827−81.7% | Reduced |
| Massmutual Trust Co FSB | 207 | $11.9K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 230 | $13.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 259 | $15.0K | 0.00% | +259 | New |
| NVWM, LLC | 362 | $20.9K | 0.01% | +143+65.3% | Added |
| GWM Advisors LLC | 386 | $22.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 430 | $24.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 460 | $26.0K | 0.00% | +1+0.2% | Added |
| First Horizon Advisors, Inc. | 452 | $26.0K | 0.00% | −70−13.4% | Reduced |
| Private Trust Co NA | 466 | $26.9K | 0.00% | −4−0.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 492 | $28.3K | 0.00% | +401+440.7% | Added |
| Ancora Advisors, LLC | 500 | $28.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $28.8K | 0.00% | +500 | New |
| FinTrust Capital Advisors, LLC | 539 | $31.1K | 0.01% | +539 | New |
| Quantbot Technologies LP | 548 | $31.6K | 0.00% | +548 | New |
| Virtus Fund Advisers, LLC | 578 | $33.3K | 0.24% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 629 | $36.2K | 0.00% | +42+7.2% | Added |
| Fifth Third Bancorp | 750 | $43.2K | 0.00% | −104−12.2% | Reduced |
| West Tower Group, LLC | 771 | $44.4K | 0.02% | +771 | New |
| Capital Advisors, Ltd. LLC | 851 | $49.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 917 | $52.8K | 0.00% | +36+4.1% | Added |
| PrairieView Partners, LLC | 1,000 | $57.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,016 | $58.5K | 0.04% | +762+300.0% | Added |
| Signaturefd, LLC | 1,147 | $66.1K | 0.00% | −389−25.3% | Reduced |
| Parkside Financial Bank & Trust | 1,200 | $69.1K | 0.02% | +244+25.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,240 | $71.4K | 0.00% | +740+148.0% | Added |
| Point72 Asset Management, L.P. | 1,250 | $72.0K | 0.00% | +978+359.6% | Added |
| USA Financial Portformulas Corp | 1,306 | $75.3K | 0.11% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,343 | $77.0K | 0.00% | −135−9.1% | Reduced |
| VisionPoint Advisory Group, LLC | 1,357 | $78.2K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,565 | $90.2K | 0.01% | −149−8.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,774 | $102.2K | 0.00% | +1,028+137.8% | Added |
| Kapitalo Investimentos Ltda | 1,946 | $112.1K | 0.02% | +1,946 | New |
| Quadrant Capital Group LLC | 2,128 | $122.6K | 0.01% | +30+1.4% | Added |
| Whittier Trust Co | 2,269 | $130.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,593 | $149.0K | 0.03% | −86−3.2% | Reduced |
| Proequities, Inc. | 2,613 | $150.6K | 0.01% | +1,069+69.2% | Added |
| C M Bidwell & Associates Ltd | 2,625 | $151.3K | 0.12% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 3,392 | $195.4K | 0.13% | −2,047−37.6% | Reduced |
| Neo Ivy Capital Management | 3,532 | $204.0K | 0.09% | +3,532 | New |
| Principle Wealth Partners LLC | 3,571 | $205.8K | 0.02% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,572 | $205.8K | 0.08% | −104−2.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,680 | $212.0K | 0.09% | +3,680 | New |
| Delta Capital Management LLC | 3,740 | $215.0K | 0.16% | −930−19.9% | Reduced |
| Cresset Asset Management, LLC | 3,785 | $218.1K | 0.00% | +3,785 | New |
| Captrust Financial Advisors | 3,791 | $218.4K | 0.00% | +16+0.4% | Added |
| Amica Retiree Medical Trust | 3,808 | $219.0K | 0.26% | +3,808 | New |
| Corton Capital Inc. | 3,824 | $220.3K | 0.11% | +478+14.3% | Added |
| Ritholtz Wealth Management | 3,839 | $221.2K | 0.01% | +3,839 | New |
| Metropolitan Life Insurance Co | 3,868 | $222.9K | 0.01% | +214+5.9% | Added |
| Bridgefront Capital, LLC | 3,896 | $224.5K | 0.16% | −594−13.2% | Reduced |
| Greenleaf Trust | 3,922 | $226.0K | 0.00% | −318−7.5% | Reduced |
| Coldstream Capital Management Inc | 3,954 | $227.8K | 0.01% | −56−1.4% | Reduced |
| Exencial Wealth Advisors, LLC | 3,992 | $230.0K | 0.01% | +6+0.2% | Added |
| Lyell Wealth Management, LP | 4,000 | $230.5K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,003 | $230.7K | 0.01% | +1,562+64.0% | Added |
| DekaBank Deutsche Girozentrale | 4,037 | $233.0K | 0.00% | +4,037 | New |
| Avantax Planning Partners, Inc. | 4,109 | $236.8K | 0.01% | +173+4.4% | Added |
| Cerity Partners LLC | 4,241 | $244.4K | 0.00% | −1,582−27.2% | Reduced |
| Brighton Jones LLC | 4,255 | $245.2K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 4,257 | $245.3K | 0.04% | −1,608−27.4% | Reduced |
| Crossmark Global Holdings, Inc. | 4,585 | $252.0K | 0.01% | −361−7.3% | Reduced |
| Vise Technologies, Inc. | 4,432 | $255.4K | 0.06% | +398+9.9% | Added |
| Kovitz Investment Group Partners, LLC | 4,448 | $256.3K | 0.00% | −13−0.3% | Reduced |
| State of Wyoming | 4,462 | $257.1K | 0.06% | −4,158−48.2% | Reduced |