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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 4,339 | $249.0K | 0.00% | +4,339 | New |
| Kovitz Investment Group Partners, LLC | 4,334 | $249.0K | 0.00% | −114−2.6% | Reduced |
| Oppenheimer & Co Inc | 4,525 | $260.0K | 0.00% | +4,525 | New |
| Exencial Wealth Advisors, LLC | 4,548 | $261.3K | 0.01% | +556+13.9% | Added |
| Crossmark Global Holdings, Inc. | 4,581 | $263.0K | 0.01% | −4−0.1% | Reduced |
| AlphaMark Advisors, LLC | 4,629 | $266.0K | 0.10% | −13−0.3% | Reduced |
| LVZ Advisors, Inc. | 4,726 | $271.6K | 0.04% | +469+11.0% | Added |
| Commonwealth Equity Services, LLC | 4,906 | $282.0K | 0.00% | +143+3.0% | Added |
| Pinnacle Associates Ltd | 4,920 | $282.7K | 0.00% | −60−1.2% | Reduced |
| Mackenzie Financial Corp | 4,930 | $283.3K | 0.00% | −2,985−37.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,946 | $284.2K | 0.10% | +1,266+34.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,980 | $286.2K | 0.00% | −264−5.0% | Reduced |
| Hanlon Investment Management, Inc. | 4,991 | $286.8K | 0.09% | −942−15.9% | Reduced |
| Congress Wealth Management LLC | 5,022 | $288.6K | 0.01% | +5,022 | New |
| Vestcor Inc | 5,022 | $289.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 5,223 | $300.1K | 0.06% | +761+17.1% | Added |
| QRG Capital Management, Inc. | 5,332 | $306.4K | 0.00% | +234+4.6% | Added |
| Verdence Capital Advisors LLC | 5,353 | $307.6K | 0.03% | +138+2.6% | Added |
| Alps Advisors Inc | 5,413 | $311.0K | 0.00% | −308−5.4% | Reduced |
| Watershed Asset Management, L.L.C. | 5,430 | $312.0K | 0.36% | +5,430 | New |
| Mariner, LLC | 5,489 | $315.4K | 0.00% | −1,253−18.6% | Reduced |
| Oxbow Advisors, LLC | 5,500 | $316.0K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,540 | $318.3K | 0.07% | +667+13.7% | Added |
| Keebeck Alpha, LP | 5,546 | $318.7K | 0.25% | −803−12.6% | Reduced |
| Quadrature Capital Ltd | 5,550 | $318.9K | 0.01% | +5,550 | New |
| Securian Asset Management, Inc | 5,608 | $322.2K | 0.01% | −100−1.8% | Reduced |
| The PNC Financial Services Group, Inc. | 5,645 | $324.4K | 0.00% | −610−9.8% | Reduced |
| NEOS Investment Management LLC | 5,652 | $324.8K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 5,694 | $327.2K | 0.00% | +371+7.0% | Added |
| Shelton Capital Management | 5,726 | $329.0K | 0.01% | −424−6.9% | Reduced |
| Cerity Partners LLC | 5,777 | $331.9K | 0.00% | +1,536+36.2% | Added |
| Quantinno Capital Management LP | 5,773 | $332.0K | 0.01% | +131+2.3% | Added |
| M&T Bank Corp | 5,779 | $332.3K | 0.00% | +1,019+21.4% | Added |
| Versor Investments LP | 5,930 | $340.7K | 0.07% | −7,709−56.5% | Reduced |
| National Bank of Canada | 5,916 | $342.2K | 0.00% | −10,641−64.3% | Reduced |
| FCG Investment Co | 6,029 | $346.4K | 0.34% | +6,029 | New |
| MML Investors Services, LLC | 6,031 | $347.0K | 0.00% | +802+15.3% | Added |
| State of Wisconsin Investment Board | 6,393 | $367.3K | 0.00% | −99,624−94.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,409 | $368.0K | 0.00% | −78−1.2% | Reduced |
| Dakota Wealth Management | 6,550 | $376.4K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 6,655 | $382.4K | 0.08% | +2,223+50.2% | Added |
| CWM Advisors, LLC | 6,664 | $382.9K | 0.04% | +1,358+25.6% | Added |
| Parallel Advisors, LLC | 6,761 | $388.5K | 0.01% | +54+0.8% | Added |
| Atlas Capital Advisors LLC | 6,842 | $393.1K | 0.06% | −1,859−21.4% | Reduced |
| V-Square Quantitative Management LLC | 6,948 | $399.2K | 0.10% | +6,948 | New |
| Point72 Hong Kong Ltd | 6,973 | $400.7K | 0.02% | +6,973 | New |
| Gabelli Funds LLC | 7,000 | $402.2K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 7,000 | $402.2K | 0.30% | 00.0% | Unchanged |
| Truvestments Capital LLC | 7,028 | $403.8K | 0.18% | +7,028 | New |
| New York Life Investment Management LLC | 7,139 | $410.2K | 0.00% | −209−2.8% | Reduced |
| AdvisorShares Investments LLC | 7,232 | $415.6K | 0.10% | −84−1.1% | Reduced |
| Shay Capital LLC | 7,300 | $419.5K | 0.16% | +7,300 | New |
| Shelton Wealth Management, LLC | 7,352 | $422.5K | 0.30% | +7,352 | New |
| Chesapeake Capital Corp | 7,466 | $429.0K | 0.31% | +7,466 | New |
| KBC Group NV | 7,469 | $429.0K | 0.00% | +136+1.9% | Added |
| Private Advisor Group, LLC | 7,607 | $437.1K | 0.00% | +441+6.2% | Added |
| Arete Wealth Advisors, LLC | 7,661 | $440.2K | 0.03% | +7,661 | New |
| Kestra Advisory Services, LLC | 7,750 | $445.3K | 0.00% | +14+0.2% | Added |
| Shell Asset Management Co | 7,880 | $453.0K | 0.02% | −2,370−23.1% | Reduced |
| Affinity Investment Advisors, LLC | 7,931 | $455.7K | 0.31% | −5,650−41.6% | Reduced |
| Yorktown Management & Research Co Inc | 8,000 | $459.7K | 0.48% | 00.0% | Unchanged |
| Duality Advisers, LP | 8,020 | $460.8K | 0.05% | −23,651−74.7% | Reduced |
| Prelude Capital Management, LLC | 8,036 | $461.7K | 0.04% | +261+3.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,077 | $464.1K | 0.00% | +407+5.3% | Added |
| Pictet Asset Management Holding SA | 8,077 | $464.1K | 0.00% | +655+8.8% | Added |
| Empirical Finance, LLC | 8,091 | $464.9K | 0.03% | +8,091 | New |
| Independent Financial Group, LLC | 8,150 | $468.3K | 0.03% | +8,150 | New |
| Magnetar Financial LLC | 8,170 | $469.4K | 0.01% | +8,170 | New |
| Winton Group Ltd | 8,197 | $471.0K | 0.03% | −701−7.9% | Reduced |
| Eqis Capital Management, Inc. | 8,300 | $476.9K | 0.04% | −334−3.9% | Reduced |
| Commerce Bank | 8,430 | $484.4K | 0.00% | −2,133−20.2% | Reduced |
| Perigon Wealth Management, LLC | 8,831 | $507.4K | 0.02% | +563+6.8% | Added |
| O'Shaughnessy Asset Management, LLC | 8,986 | $516.3K | 0.01% | −1,362−13.2% | Reduced |
| Quantbot Technologies LP | 9,180 | $527.5K | 0.03% | +8,632+1,575.2% | Added |
| Toroso Investments, LLC | 9,217 | $529.6K | 0.01% | +1,916+26.2% | Added |
| Quest Partners LLC | 9,569 | $549.8K | 0.12% | +9,569 | New |
| Squarepoint Ops LLC | 9,730 | $559.1K | 0.00% | −104,022−91.4% | Reduced |
| Cavalier Investments, LLC | 9,739 | $559.6K | 0.21% | +223+2.3% | Added |
| Xponance, Inc. | 9,778 | $561.8K | 0.01% | +97+1.0% | Added |
| Public Employees Retirement Association of Colorado | 9,773 | $562.0K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 9,918 | $569.9K | 0.11% | +9,918 | New |
| JustInvest LLC | 9,950 | $571.7K | 0.01% | −2,323−18.9% | Reduced |
| Jade Capital Advisors, LLC | 10,000 | $574.6K | 0.35% | +10,000 | New |
| Wolverine Trading, LLC | 10,155 | $583.5K | 0.00% | +10,155 | New |
| Natixis Advisors, L.P. | 10,285 | $591.0K | 0.00% | −1,358−11.7% | Reduced |
| Ethic Inc. | 10,392 | $597.1K | 0.02% | −1,520−12.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,400 | $597.6K | 0.02% | 00.0% | Unchanged |
| CSS LLC | 10,500 | $603.3K | 0.05% | +1,500+16.7% | Added |
| Engineers Gate Manager LP | 10,874 | $624.8K | 0.02% | −6,646−37.9% | Reduced |
| TCW Group Inc | 10,924 | $627.7K | 0.01% | −1,110−9.2% | Reduced |
| SG Americas Securities, LLC | 11,124 | $639.0K | 0.01% | −8,200−42.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 11,000 | $645.0K | 0.29% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,262 | $647.1K | 0.01% | −3,492−23.7% | Reduced |
| First Hawaiian Bank | 11,308 | $649.8K | 0.02% | −5,438−32.5% | Reduced |
| Liberty Capital Management, Inc. | 11,310 | $649.9K | 0.17% | −10,377−47.8% | Reduced |
| Lisanti Capital Growth, LLC | 11,370 | $653.3K | 0.15% | −91,705−89.0% | Reduced |
| Summit Global Investments | 11,445 | $658.0K | 0.04% | −6,326−35.6% | Reduced |
| State of Tennessee, Treasury Department | 11,498 | $660.7K | 0.00% | −8,402−42.2% | Reduced |
| Unique Wealth Strategies, LLC | 11,636 | $668.6K | 0.45% | +11,636 | New |
| SummerHaven Investment Management, LLC | 11,692 | $671.8K | 0.43% | +188+1.6% | Added |