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 |
|---|---|---|---|---|---|
| AlphaMark Advisors, LLC | 4,642 | $267.0K | 0.11% | +4,642 | New |
| Commonwealth Equity Services, LLC | 4,763 | $274.0K | 0.00% | +179+3.9% | Added |
| M&T Bank Corp | 4,760 | $274.1K | 0.00% | −361−7.0% | Reduced |
| XTX Topco Ltd | 4,873 | $280.8K | 0.05% | +4,873 | New |
| Pinnacle Associates Ltd | 4,980 | $286.9K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 5,022 | $289.0K | 0.01% | +5,022 | New |
| Bailard, Inc. | 5,045 | $290.7K | 0.01% | +600+13.5% | Added |
| First Republic Investment Management, Inc. | 5,071 | $292.2K | 0.00% | −63−1.2% | Reduced |
| QRG Capital Management, Inc. | 5,098 | $293.8K | 0.01% | +5,098 | New |
| Assetmark, Inc | 5,106 | $294.2K | 0.00% | +3,682+258.6% | Added |
| Verdence Capital Advisors LLC | 5,215 | $300.5K | 0.03% | −1,185−18.5% | Reduced |
| MML Investors Services, LLC | 5,229 | $301.0K | 0.00% | −1,190−18.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,244 | $302.2K | 0.00% | +5,244 | New |
| Ci Investments Inc. | 5,291 | $305.0K | 0.00% | +5,291 | New |
| CWM Advisors, LLC | 5,306 | $305.7K | 0.04% | +81+1.6% | Added |
| US Bancorp | 5,323 | $306.7K | 0.00% | −11,003−67.4% | Reduced |
| ARGA Investment Management, LP | 5,447 | $313.9K | 0.01% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 5,500 | $316.9K | 0.05% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 5,642 | $325.0K | 0.01% | +249+4.6% | Added |
| NEOS Investment Management LLC | 5,652 | $325.7K | 0.04% | +5,652 | New |
| Securian Asset Management, Inc | 5,708 | $328.9K | 0.01% | −255−4.3% | Reduced |
| Alps Advisors Inc | 5,721 | $329.6K | 0.00% | −244−4.1% | Reduced |
| Navellier & Associates Inc | 5,836 | $336.3K | 0.06% | +5,836 | New |
| Hanlon Investment Management, Inc. | 5,933 | $341.9K | 0.10% | +757+14.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,053 | $348.8K | 0.00% | −28,208−82.3% | Reduced |
| Shelton Capital Management | 6,150 | $354.4K | 0.01% | +6,150 | New |
| The PNC Financial Services Group, Inc. | 6,255 | $360.4K | 0.00% | −1,100−15.0% | Reduced |
| Cambria Investment Management, L.P. | 6,320 | $364.2K | 0.03% | −1,106−14.9% | Reduced |
| Keebeck Alpha, LP | 6,349 | $365.8K | 0.36% | +6,349 | New |
| Cambridge Investment Research Advisors, Inc. | 6,487 | $374.0K | 0.00% | −27−0.4% | Reduced |
| CWM, LLC | 6,524 | $376.0K | 0.00% | +43+0.7% | Added |
| Dakota Wealth Management | 6,550 | $377.4K | 0.02% | −1,175−15.2% | Reduced |
| Dark Forest Capital Management LP | 6,554 | $377.6K | 0.03% | +6,554 | New |
| Centiva Capital, LP | 6,605 | $380.6K | 0.02% | +6,605 | New |
| Parallel Advisors, LLC | 6,707 | $386.5K | 0.01% | +162+2.5% | Added |
| Mariner, LLC | 6,742 | $388.5K | 0.00% | +1,772+35.7% | Added |
| Gabelli Funds LLC | 7,000 | $403.3K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 7,000 | $403.3K | 0.32% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 7,166 | $412.9K | 0.00% | +7,166 | New |
| Teza Capital Management LLC | 7,255 | $418.0K | 0.07% | +7,255 | New |
| Toroso Investments, LLC | 7,301 | $420.7K | 0.01% | −37,526−83.7% | Reduced |
| AdvisorShares Investments LLC | 7,316 | $421.5K | 0.11% | +7,316 | New |
| KBC Group NV | 7,333 | $423.0K | 0.00% | +972+15.3% | Added |
| New York Life Investment Management LLC | 7,348 | $423.4K | 0.00% | −1,171−13.7% | Reduced |
| Pictet Asset Management Holding SA | 7,422 | $427.7K | 0.00% | +7,422 | New |
| Polar Asset Management Partners Inc. | 7,487 | $431.4K | 0.01% | −4,000−34.8% | Reduced |
| Mackenzie Financial Corp | 7,915 | $432.2K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 7,670 | $441.9K | 0.00% | +851+12.5% | Added |
| Kestra Advisory Services, LLC | 7,736 | $445.7K | 0.00% | +254+3.4% | Added |
| Prelude Capital Management, LLC | 7,775 | $448.0K | 0.04% | +7,775 | New |
| Yorktown Management & Research Co Inc | 8,000 | $461.0K | 0.52% | 00.0% | Unchanged |
| Legato Capital Management LLC | 8,040 | $463.3K | 0.07% | −14,352−64.1% | Reduced |
| State of Alaska, Department of Revenue | 8,067 | $464.0K | 0.01% | −340−4.0% | Reduced |
| Perigon Wealth Management, LLC | 8,268 | $476.4K | 0.02% | −20.0% | Reduced |
| Eqis Capital Management, Inc. | 8,634 | $497.5K | 0.06% | +4,951+134.4% | Added |
| Atlas Capital Advisors LLC | 8,701 | $501.4K | 0.08% | −610−6.6% | Reduced |
| Level Four Advisory Services, LLC | 8,798 | $506.9K | 0.03% | −53−0.6% | Reduced |
| Winton Group Ltd | 8,898 | $512.7K | 0.04% | −582−6.1% | Reduced |
| Creative Planning | 8,941 | $515.2K | 0.00% | +1,501+20.2% | Added |
| Truist Financial Corp | 8,983 | $517.6K | 0.00% | −1,768−16.4% | Reduced |
| CSS LLC | 9,000 | $518.6K | 0.04% | +3,500+63.6% | Added |
| Cornercap Investment Counsel Inc | 9,490 | $546.8K | 0.10% | +193+2.1% | Added |
| Cavalier Investments, LLC | 9,516 | $548.3K | 0.21% | +350+3.8% | Added |
| Xponance, Inc. | 9,681 | $557.8K | 0.01% | −182−1.8% | Reduced |
| Public Employees Retirement Association of Colorado | 9,773 | $563.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 9,926 | $571.9K | 0.00% | +1,934+24.2% | Added |
| Pacer Advisors, Inc. | 9,998 | $576.1K | 0.00% | −1,902−16.0% | Reduced |
| Shell Asset Management Co | 10,250 | $591.0K | 0.02% | −1,912−15.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,348 | $596.3K | 0.01% | +6,790+190.8% | Added |
| Aspen Investment Management Inc | 10,405 | $599.0K | 0.36% | −65−0.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,400 | $599.2K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,442 | $601.7K | 0.01% | +10,442 | New |
| Commerce Bank | 10,563 | $608.6K | 0.00% | −147−1.4% | Reduced |
| M Holdings Securities, Inc. | 11,070 | $638.0K | 0.08% | +11,070 | New |
| Psagot Value Holdings Ltd. / (Israel) | 11,000 | $639.0K | 0.33% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 11,504 | $662.9K | 0.49% | −13,385−53.8% | Reduced |
| Natixis Advisors, L.P. | 11,643 | $671.0K | 0.00% | +11,643 | New |
| Fox Run Management, L.L.C. | 11,683 | $673.2K | 0.20% | +11,683 | New |
| Bank of Montreal | 11,599 | $683.9K | 0.00% | −74,498−86.5% | Reduced |
| Ethic Inc. | 11,912 | $686.4K | 0.02% | +7,339+160.5% | Added |
| First National Trust Co | 12,000 | $691.4K | 0.03% | 00.0% | Unchanged |
| TCW Group Inc | 12,034 | $693.4K | 0.01% | −6,205−34.0% | Reduced |
| CenterBook Partners LP | 12,260 | $706.4K | 0.09% | +12,260 | New |
| JustInvest LLC | 12,273 | $707.2K | 0.02% | +286+2.4% | Added |
| ProShare Advisors LLC | 12,375 | $713.0K | 0.00% | −332−2.6% | Reduced |
| Lingohr & Partner Asset Management GmbH | 12,530 | $722.0K | 1.87% | +12,530 | New |
| Diligent Investors, LLC | 12,660 | $729.5K | 0.22% | 00.0% | Unchanged |
| Martingale Asset Management L P | 13,536 | $779.9K | 0.02% | −12,612−48.2% | Reduced |
| Affinity Investment Advisors, LLC | 13,581 | $782.5K | 0.51% | −2,579−16.0% | Reduced |
| Versor Investments LP | 13,639 | $785.9K | 0.16% | +9,000+194.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,649 | $786.5K | 0.01% | −19,125−58.4% | Reduced |
| New Mexico Educational Retirement Board | 13,800 | $795.0K | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 14,212 | $818.9K | 0.00% | +2,718+23.6% | Added |
| Banco Santander, S.A. | 14,509 | $833.0K | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 14,457 | $833.0K | 0.07% | +14,457 | New |
| Cetera Investment Advisers | 14,754 | $850.1K | 0.01% | +1,425+10.7% | Added |
| Eudaimonia Partners, LLC | 14,775 | $851.3K | 0.21% | +187+1.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,948 | $861.3K | 0.02% | −120−0.8% | Reduced |
| Natixis | 15,271 | $879.9K | 0.01% | +5,600+57.9% | Added |
| Farmers & Merchants Investments Inc | 15,456 | $890.6K | 0.03% | 00.0% | Unchanged |