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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 14,212 | $818.9K | 0.00% | +2,718+23.6% | Added |
| New Mexico Educational Retirement Board | 13,800 | $795.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,649 | $786.5K | 0.01% | −19,125−58.4% | Reduced |
| Versor Investments LP | 13,639 | $785.9K | 0.16% | +9,000+194.0% | Added |
| Affinity Investment Advisors, LLC | 13,581 | $782.5K | 0.51% | −2,579−16.0% | Reduced |
| Martingale Asset Management L P | 13,536 | $779.9K | 0.02% | −12,612−48.2% | Reduced |
| Diligent Investors, LLC | 12,660 | $729.5K | 0.22% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 12,530 | $722.0K | 1.87% | +12,530 | New |
| ProShare Advisors LLC | 12,375 | $713.0K | 0.00% | −332−2.6% | Reduced |
| JustInvest LLC | 12,273 | $707.2K | 0.02% | +286+2.4% | Added |
| CenterBook Partners LP | 12,260 | $706.4K | 0.09% | +12,260 | New |
| TCW Group Inc | 12,034 | $693.4K | 0.01% | −6,205−34.0% | Reduced |
| First National Trust Co | 12,000 | $691.4K | 0.03% | 00.0% | Unchanged |
| Ethic Inc. | 11,912 | $686.4K | 0.02% | +7,339+160.5% | Added |
| Bank of Montreal | 11,599 | $683.9K | 0.00% | −74,498−86.5% | Reduced |
| Fox Run Management, L.L.C. | 11,683 | $673.2K | 0.20% | +11,683 | New |
| Natixis Advisors, L.P. | 11,643 | $671.0K | 0.00% | +11,643 | New |
| SummerHaven Investment Management, LLC | 11,504 | $662.9K | 0.49% | −13,385−53.8% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 11,000 | $639.0K | 0.33% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 11,070 | $638.0K | 0.08% | +11,070 | New |
| Commerce Bank | 10,563 | $608.6K | 0.00% | −147−1.4% | Reduced |
| Stratos Wealth Partners, LTD. | 10,442 | $601.7K | 0.01% | +10,442 | New |
| NorthCrest Asset Manangement, LLC | 10,400 | $599.2K | 0.02% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 10,405 | $599.0K | 0.36% | −65−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,348 | $596.3K | 0.01% | +6,790+190.8% | Added |
| Shell Asset Management Co | 10,250 | $591.0K | 0.02% | −1,912−15.7% | Reduced |
| Pacer Advisors, Inc. | 9,998 | $576.1K | 0.00% | −1,902−16.0% | Reduced |
| Pathstone Family Office, LLC | 9,926 | $571.9K | 0.00% | +1,934+24.2% | Added |
| Public Employees Retirement Association of Colorado | 9,773 | $563.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 9,681 | $557.8K | 0.01% | −182−1.8% | Reduced |
| Cavalier Investments, LLC | 9,516 | $548.3K | 0.21% | +350+3.8% | Added |
| Cornercap Investment Counsel Inc | 9,490 | $546.8K | 0.10% | +193+2.1% | Added |
| CSS LLC | 9,000 | $518.6K | 0.04% | +3,500+63.6% | Added |
| Truist Financial Corp | 8,983 | $517.6K | 0.00% | −1,768−16.4% | Reduced |
| Creative Planning | 8,941 | $515.2K | 0.00% | +1,501+20.2% | Added |
| Winton Group Ltd | 8,898 | $512.7K | 0.04% | −582−6.1% | Reduced |
| Level Four Advisory Services, LLC | 8,798 | $506.9K | 0.03% | −53−0.6% | Reduced |
| Atlas Capital Advisors LLC | 8,701 | $501.4K | 0.08% | −610−6.6% | Reduced |
| Eqis Capital Management, Inc. | 8,634 | $497.5K | 0.06% | +4,951+134.4% | Added |
| Perigon Wealth Management, LLC | 8,268 | $476.4K | 0.02% | −20.0% | Reduced |
| State of Alaska, Department of Revenue | 8,067 | $464.0K | 0.01% | −340−4.0% | Reduced |
| Legato Capital Management LLC | 8,040 | $463.3K | 0.07% | −14,352−64.1% | Reduced |
| Yorktown Management & Research Co Inc | 8,000 | $461.0K | 0.52% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 7,775 | $448.0K | 0.04% | +7,775 | New |
| Kestra Advisory Services, LLC | 7,736 | $445.7K | 0.00% | +254+3.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 7,670 | $441.9K | 0.00% | +851+12.5% | Added |
| Mackenzie Financial Corp | 7,915 | $432.2K | 0.00% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 7,487 | $431.4K | 0.01% | −4,000−34.8% | Reduced |
| Pictet Asset Management Holding SA | 7,422 | $427.7K | 0.00% | +7,422 | New |
| New York Life Investment Management LLC | 7,348 | $423.4K | 0.00% | −1,171−13.7% | Reduced |
| KBC Group NV | 7,333 | $423.0K | 0.00% | +972+15.3% | Added |
| AdvisorShares Investments LLC | 7,316 | $421.5K | 0.11% | +7,316 | New |
| Toroso Investments, LLC | 7,301 | $420.7K | 0.01% | −37,526−83.7% | Reduced |
| Teza Capital Management LLC | 7,255 | $418.0K | 0.07% | +7,255 | New |
| Private Advisor Group, LLC | 7,166 | $412.9K | 0.00% | +7,166 | New |
| Gabelli Funds LLC | 7,000 | $403.3K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 7,000 | $403.3K | 0.32% | 00.0% | Unchanged |
| Mariner, LLC | 6,742 | $388.5K | 0.00% | +1,772+35.7% | Added |
| Parallel Advisors, LLC | 6,707 | $386.5K | 0.01% | +162+2.5% | Added |
| Centiva Capital, LP | 6,605 | $380.6K | 0.02% | +6,605 | New |
| Dark Forest Capital Management LP | 6,554 | $377.6K | 0.03% | +6,554 | New |
| Dakota Wealth Management | 6,550 | $377.4K | 0.02% | −1,175−15.2% | Reduced |
| CWM, LLC | 6,524 | $376.0K | 0.00% | +43+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,487 | $374.0K | 0.00% | −27−0.4% | Reduced |
| Keebeck Alpha, LP | 6,349 | $365.8K | 0.36% | +6,349 | New |
| Cambria Investment Management, L.P. | 6,320 | $364.2K | 0.03% | −1,106−14.9% | Reduced |
| The PNC Financial Services Group, Inc. | 6,255 | $360.4K | 0.00% | −1,100−15.0% | Reduced |
| Shelton Capital Management | 6,150 | $354.4K | 0.01% | +6,150 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,053 | $348.8K | 0.00% | −28,208−82.3% | Reduced |
| Hanlon Investment Management, Inc. | 5,933 | $341.9K | 0.10% | +757+14.6% | Added |
| Navellier & Associates Inc | 5,836 | $336.3K | 0.06% | +5,836 | New |
| Alps Advisors Inc | 5,721 | $329.6K | 0.00% | −244−4.1% | Reduced |
| Securian Asset Management, Inc | 5,708 | $328.9K | 0.01% | −255−4.3% | Reduced |
| NEOS Investment Management LLC | 5,652 | $325.7K | 0.04% | +5,652 | New |
| Quantinno Capital Management LP | 5,642 | $325.0K | 0.01% | +249+4.6% | Added |
| Oxbow Advisors, LLC | 5,500 | $316.9K | 0.05% | 00.0% | Unchanged |
| ARGA Investment Management, LP | 5,447 | $313.9K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 5,323 | $306.7K | 0.00% | −11,003−67.4% | Reduced |
| CWM Advisors, LLC | 5,306 | $305.7K | 0.04% | +81+1.6% | Added |
| Ci Investments Inc. | 5,291 | $305.0K | 0.00% | +5,291 | New |
| Envestnet Portfolio Solutions, Inc. | 5,244 | $302.2K | 0.00% | +5,244 | New |
| MML Investors Services, LLC | 5,229 | $301.0K | 0.00% | −1,190−18.5% | Reduced |
| Verdence Capital Advisors LLC | 5,215 | $300.5K | 0.03% | −1,185−18.5% | Reduced |
| Assetmark, Inc | 5,106 | $294.2K | 0.00% | +3,682+258.6% | Added |
| QRG Capital Management, Inc. | 5,098 | $293.8K | 0.01% | +5,098 | New |
| First Republic Investment Management, Inc. | 5,071 | $292.2K | 0.00% | −63−1.2% | Reduced |
| Bailard, Inc. | 5,045 | $290.7K | 0.01% | +600+13.5% | Added |
| Vestcor Inc | 5,022 | $289.0K | 0.01% | +5,022 | New |
| Pinnacle Associates Ltd | 4,980 | $286.9K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,873 | $280.8K | 0.05% | +4,873 | New |
| M&T Bank Corp | 4,760 | $274.1K | 0.00% | −361−7.0% | Reduced |
| Commonwealth Equity Services, LLC | 4,763 | $274.0K | 0.00% | +179+3.9% | Added |
| AlphaMark Advisors, LLC | 4,642 | $267.0K | 0.11% | +4,642 | New |
| State of Wyoming | 4,462 | $257.1K | 0.06% | −4,158−48.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,448 | $256.3K | 0.00% | −13−0.3% | Reduced |
| Vise Technologies, Inc. | 4,432 | $255.4K | 0.06% | +398+9.9% | Added |
| Crossmark Global Holdings, Inc. | 4,585 | $252.0K | 0.01% | −361−7.3% | Reduced |
| LVZ Advisors, Inc. | 4,257 | $245.3K | 0.04% | −1,608−27.4% | Reduced |
| Brighton Jones LLC | 4,255 | $245.2K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 4,241 | $244.4K | 0.00% | −1,582−27.2% | Reduced |