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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 4,109 | $236.8K | 0.01% | +173+4.4% | Added |
| DekaBank Deutsche Girozentrale | 4,037 | $233.0K | 0.00% | +4,037 | New |
| Tower Research Capital LLC (TRC) | 4,003 | $230.7K | 0.01% | +1,562+64.0% | Added |
| Lyell Wealth Management, LP | 4,000 | $230.5K | 0.03% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 3,992 | $230.0K | 0.01% | +6+0.2% | Added |
| Coldstream Capital Management Inc | 3,954 | $227.8K | 0.01% | −56−1.4% | Reduced |
| Greenleaf Trust | 3,922 | $226.0K | 0.00% | −318−7.5% | Reduced |
| Bridgefront Capital, LLC | 3,896 | $224.5K | 0.16% | −594−13.2% | Reduced |
| Metropolitan Life Insurance Co | 3,868 | $222.9K | 0.01% | +214+5.9% | Added |
| Ritholtz Wealth Management | 3,839 | $221.2K | 0.01% | +3,839 | New |
| Corton Capital Inc. | 3,824 | $220.3K | 0.11% | +478+14.3% | Added |
| Amica Retiree Medical Trust | 3,808 | $219.0K | 0.26% | +3,808 | New |
| Captrust Financial Advisors | 3,791 | $218.4K | 0.00% | +16+0.4% | Added |
| Cresset Asset Management, LLC | 3,785 | $218.1K | 0.00% | +3,785 | New |
| Delta Capital Management LLC | 3,740 | $215.0K | 0.16% | −930−19.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,680 | $212.0K | 0.09% | +3,680 | New |
| Prudent Man Advisors, LLC | 3,572 | $205.8K | 0.08% | −104−2.8% | Reduced |
| Principle Wealth Partners LLC | 3,571 | $205.8K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 3,532 | $204.0K | 0.09% | +3,532 | New |
| Virtus Investment Advisers, Inc. | 3,392 | $195.4K | 0.13% | −2,047−37.6% | Reduced |
| C M Bidwell & Associates Ltd | 2,625 | $151.3K | 0.12% | 00.0% | Unchanged |
| Proequities, Inc. | 2,613 | $150.6K | 0.01% | +1,069+69.2% | Added |
| Harvest Fund Management Co., Ltd | 2,593 | $149.0K | 0.03% | −86−3.2% | Reduced |
| Whittier Trust Co | 2,269 | $130.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,128 | $122.6K | 0.01% | +30+1.4% | Added |
| Kapitalo Investimentos Ltda | 1,946 | $112.1K | 0.02% | +1,946 | New |
| Northwestern Mutual Wealth Management Co | 1,774 | $102.2K | 0.00% | +1,028+137.8% | Added |
| Meeder Asset Management Inc | 1,565 | $90.2K | 0.01% | −149−8.7% | Reduced |
| VisionPoint Advisory Group, LLC | 1,357 | $78.2K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,343 | $77.0K | 0.00% | −135−9.1% | Reduced |
| USA Financial Portformulas Corp | 1,306 | $75.3K | 0.11% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,250 | $72.0K | 0.00% | +978+359.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,240 | $71.4K | 0.00% | +740+148.0% | Added |
| Parkside Financial Bank & Trust | 1,200 | $69.1K | 0.02% | +244+25.5% | Added |
| Signaturefd, LLC | 1,147 | $66.1K | 0.00% | −389−25.3% | Reduced |
| Quarry LP | 1,016 | $58.5K | 0.04% | +762+300.0% | Added |
| PrairieView Partners, LLC | 1,000 | $57.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 917 | $52.8K | 0.00% | +36+4.1% | Added |
| Capital Advisors, Ltd. LLC | 851 | $49.0K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 771 | $44.4K | 0.02% | +771 | New |
| Fifth Third Bancorp | 750 | $43.2K | 0.00% | −104−12.2% | Reduced |
| Lindbrook Capital, LLC | 629 | $36.2K | 0.00% | +42+7.2% | Added |
| Virtus Fund Advisers, LLC | 578 | $33.3K | 0.24% | 00.0% | Unchanged |
| Quantbot Technologies LP | 548 | $31.6K | 0.00% | +548 | New |
| FinTrust Capital Advisors, LLC | 539 | $31.1K | 0.01% | +539 | New |
| Ancora Advisors, LLC | 500 | $28.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $28.8K | 0.00% | +500 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 492 | $28.3K | 0.00% | +401+440.7% | Added |
| Private Trust Co NA | 466 | $26.9K | 0.00% | −4−0.9% | Reduced |
| First Horizon Advisors, Inc. | 452 | $26.0K | 0.00% | −70−13.4% | Reduced |
| Bessemer Group Inc | 460 | $26.0K | 0.00% | +1+0.2% | Added |
| Nomura Asset Management Co Ltd | 430 | $24.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 386 | $22.3K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 362 | $20.9K | 0.01% | +143+65.3% | Added |
| Financial Management Professionals, Inc. | 259 | $15.0K | 0.00% | +259 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 230 | $13.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 207 | $11.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 185 | $11.0K | 0.01% | −827−81.7% | Reduced |
| Ronald Blue Trust, Inc. | 167 | $10.0K | 0.00% | +51+44.0% | Added |
| Huntington National Bank | 165 | $9.51K | 0.00% | +2+1.2% | Added |
| Raleigh Capital Management Inc. | 152 | $8.78K | 0.00% | +12+8.6% | Added |
| Umb Bank N A | 135 | $7.78K | 0.00% | +135 | New |
| Dividend Assets Capital, LLC | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $6.97K | 0.00% | +121 | New |
| Hexagon Capital Partners LLC | 108 | $6.22K | 0.00% | +76+237.5% | Added |
| NBC Securities, Inc. | 110 | $6.00K | 0.00% | +110 | New |
| Park Place Capital Corp | 98 | $5.65K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 93 | $5.33K | 0.00% | +1+1.1% | Added |
| Macroview Investment Management LLC | 67 | $3.86K | 0.01% | +67 | New |
| Allworth Financial LP | 66 | $3.80K | 0.00% | +15+29.4% | Added |
| Quent Capital, LLC | 65 | $3.75K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $3.47K | 0.00% | +12+22.6% | Added |
| Bell Investment Advisors, Inc | 58 | $3.34K | 0.00% | −9−13.4% | Reduced |
| Steward Financial Group LLC | 60 | $3.00K | 0.00% | +60 | New |
| JFS Wealth Advisors, LLC | 49 | $2.82K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 49 | $2.82K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 47 | $2.68K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 37 | $2.13K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 35 | $2.02K | 0.00% | −2−5.4% | Reduced |
| Glassman Wealth Services | 34 | $1.96K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 30 | $1.73K | 0.00% | +30 | New |
| 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 |
| SJS Investment Consulting Inc. | 20 | $1.15K | 0.00% | +1+5.3% | Added |
| ClariVest Asset Management LLC | 21 | $1.00K | 0.00% | −38−64.4% | Reduced |
| AdvisorNet Financial, Inc | 16 | $922 | 0.00% | −1,080−98.5% | Reduced |
| EverSource Wealth Advisors, LLC | 13 | $749 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 12 | $691 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10 | $576 | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 8 | $352 | 0.00% | −4−33.3% | Reduced |
| Tfo-TDC, LLC | 3 | $179 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $116 | 0.00% | −1−33.3% | Reduced |
| Gradient Investments LLC | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −104,238−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −65,977−100.0% | Sold out |
| 1060 Capital, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −19,864−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −19,502−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −13,040−100.0% | Sold out |