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, Q4 2023
Institutional positions in Terex Corp as of Dec 31, 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
- 402
- +14 vs. Q3 2023
- Shares held
- 62.1M
- −654.5K (−1.0%) vs. Q3 2023
- Total value
- $3.57B
- −$54.0M (−1.5%) vs. Q3 2023
- New holders
- 66
- 131 more added
- Sold out
- 52
- 146 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gradient Investments LLC | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $172 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $442 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 8 | $460 | 0.00% | −2,617−99.7% | Reduced |
| Kelly Financial Services LLC | 10 | $575 | 0.00% | −2−16.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $633 | 0.00% | +11 | New |
| SRS Capital Advisors, Inc. | 18 | $1.03K | 0.00% | −19−51.4% | Reduced |
| SJS Investment Consulting Inc. | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $1.15K | 0.00% | +20 | New |
| ClariVest Asset Management LLC | 21 | $1.21K | 0.00% | 00.0% | Unchanged |
| 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 |
| Private Wealth Management Group, LLC | 25 | $1.44K | 0.00% | +25 | New |
| EverSource Wealth Advisors, LLC | 27 | $1.55K | 0.00% | +14+107.7% | Added |
| Arlington Trust Co LLC | 29 | $1.67K | 0.00% | +29 | New |
| Versant Capital Management, Inc | 30 | $1.72K | 0.00% | −19−38.8% | Reduced |
| AdvisorNet Financial, Inc | 33 | $1.90K | 0.00% | +17+106.3% | Added |
| Glassman Wealth Services | 34 | $1.95K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 35 | $2.00K | 0.00% | +35 | New |
| Richard W. Paul & Associates, LLC | 35 | $2.01K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 47 | $2.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 49 | $2.82K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 54 | $3.10K | 0.00% | +54 | New |
| Steward Partners Investment Advisory, LLC | 55 | $3.16K | 0.00% | −1,185−95.6% | Reduced |
| Global Retirement Partners, LLC | 65 | $3.69K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 65 | $3.73K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $4.42K | 0.00% | +19+32.8% | Added |
| Scarborough Advisors, LLC | 85 | $4.88K | 0.00% | +85 | New |
| Benjamin F. Edwards & Company, Inc. | 84 | $5.00K | 0.00% | +84 | New |
| Jackson, Grant Investment Advisers, Inc. | 93 | $5.33K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 98 | $5.63K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 98 | $5.63K | 0.00% | +98 | New |
| Parkside Financial Bank & Trust | 100 | $5.75K | 0.00% | −1,100−91.7% | Reduced |
| Advisory Services Network, LLC | 111 | $6.38K | 0.00% | +111 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $6.74K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 135 | $7.76K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 161 | $9.25K | 0.00% | +95+143.9% | Added |
| Raleigh Capital Management Inc. | 162 | $9.34K | 0.00% | +10+6.6% | Added |
| CVA Family Office, LLC | 210 | $12.1K | 0.00% | +210 | New |
| Massmutual Trust Co FSB | 215 | $12.4K | 0.00% | +8+3.9% | Added |
| Huntington National Bank | 217 | $12.5K | 0.00% | +52+31.5% | Added |
| FinTrust Capital Advisors, LLC | 230 | $13.2K | 0.00% | −309−57.3% | Reduced |
| Farther Finance Advisors, LLC | 242 | $13.9K | 0.00% | +242 | New |
| Plato Investment Management Ltd | 244 | $14.0K | 0.02% | +244 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 255 | $14.7K | 0.01% | +255 | New |
| Cherry Tree Wealth Management, LLC | 265 | $15.2K | 0.00% | +265 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 274 | $15.7K | 0.00% | +44+19.1% | Added |
| First Horizon Advisors, Inc. | 275 | $15.8K | 0.00% | −177−39.2% | Reduced |
| Private Trust Co NA | 361 | $20.7K | 0.00% | −105−22.5% | Reduced |
| NVWM, LLC | 362 | $20.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 363 | $20.9K | 0.01% | +255+236.1% | Added |
| GWM Advisors LLC | 386 | $22.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 385 | $23.7K | 0.01% | +385 | New |
| Nomura Asset Management Co Ltd | 430 | $24.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 456 | $26.0K | 0.00% | −4−0.9% | Reduced |
| Ronald Blue Trust, Inc. | 466 | $27.0K | 0.00% | +299+179.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 492 | $28.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $28.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $28.7K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 504 | $28.9K | 0.01% | +504 | New |
| Walleye Trading LLC | 507 | $29.1K | 0.00% | +507 | New |
| Fifth Third Bancorp | 515 | $29.6K | 0.00% | −235−31.3% | Reduced |
| Quarry LP | 538 | $30.9K | 0.02% | −478−47.0% | Reduced |
| Virtus Fund Advisers, LLC | 578 | $33.2K | 0.21% | 00.0% | Unchanged |
| Covestor Ltd | 611 | $35.0K | 0.02% | +426+230.3% | Added |
| Lindbrook Capital, LLC | 698 | $40.1K | 0.00% | +69+11.0% | Added |
| Capital Advisors, Ltd. LLC | 851 | $49.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 869 | $49.9K | 0.00% | −48−5.2% | Reduced |
| CWM, LLC | 1,019 | $59.0K | 0.00% | −5,505−84.4% | Reduced |
| Old Point Trust & Financial Services N A | 1,054 | $60.6K | 0.02% | +1,054 | New |
| Signaturefd, LLC | 1,249 | $71.8K | 0.00% | +102+8.9% | Added |
| Public Employees Retirement System of Ohio | 1,346 | $77.3K | 0.00% | +3+0.2% | Added |
| VisionPoint Advisory Group, LLC | 1,357 | $78.0K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,475 | $84.8K | 0.00% | +1,475 | New |
| Assetmark, Inc | 1,512 | $86.9K | 0.00% | −3,594−70.4% | Reduced |
| Point72 Middle East FZE | 1,940 | $111.5K | 0.01% | +1,940 | New |
| Northwestern Mutual Wealth Management Co | 2,093 | $120.3K | 0.00% | +319+18.0% | Added |
| Quadrant Capital Group LLC | 2,258 | $129.7K | 0.01% | +130+6.1% | Added |
| Whittier Trust Co | 2,269 | $130.4K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,173 | $182.0K | 0.00% | −2,118−40.0% | Reduced |
| Virtus Investment Advisers, Inc. | 3,392 | $194.9K | 0.15% | 00.0% | Unchanged |
| Diversified Trust Co | 3,519 | $202.2K | 0.01% | +3,519 | New |
| Principle Wealth Partners LLC | 3,571 | $205.2K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 3,596 | $206.6K | 0.01% | +983+37.6% | Added |
| Delta Capital Management LLC | 3,640 | $209.0K | 0.15% | −100−2.7% | Reduced |
| Profund Advisors LLC | 3,664 | $210.5K | 0.01% | +3,664 | New |
| Cresset Asset Management, LLC | 3,725 | $214.0K | 0.00% | −60−1.6% | Reduced |
| Metropolitan Life Insurance Co | 3,746 | $215.2K | 0.01% | −122−3.2% | Reduced |
| Aviso Wealth Management | 3,783 | $217.4K | 0.16% | +3,783 | New |
| Greenleaf Trust | 3,915 | $225.0K | 0.00% | −7−0.2% | Reduced |
| Lyell Wealth Management, LP | 4,000 | $229.8K | 0.03% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 4,063 | $233.5K | 0.01% | +4,063 | New |
| PEAK6 Investments LLC | 4,076 | $234.2K | 0.01% | +4,076 | New |
| Sequoia Financial Advisors, LLC | 4,081 | $234.5K | 0.00% | +4,081 | New |
| STRS Ohio | 4,100 | $235.0K | 0.00% | −17,500−81.0% | Reduced |
| Two Sigma Securities, LLC | 4,096 | $235.4K | 0.01% | +4,096 | New |
| Avantax Planning Partners, Inc. | 4,178 | $240.1K | 0.01% | +69+1.7% | Added |
| Captrust Financial Advisors | 4,199 | $241.3K | 0.00% | +408+10.8% | Added |
| Brighton Jones LLC | 4,288 | $246.4K | 0.01% | +33+0.8% | Added |