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 |
|---|---|---|---|---|---|
| Bank of Montreal | 11,577 | $681.7K | 0.00% | −22−0.2% | Reduced |
| Pathstone Holdings, LLC | 11,932 | $685.6K | 0.00% | +11,932 | New |
| Tower Research Capital LLC (TRC) | 11,934 | $685.7K | 0.01% | +7,931+198.1% | Added |
| First National Trust Co | 12,000 | $689.5K | 0.03% | 00.0% | Unchanged |
| Bailard, Inc. | 12,051 | $692.5K | 0.02% | +7,006+138.9% | Added |
| Creative Planning | 12,365 | $710.5K | 0.00% | +3,424+38.3% | Added |
| Lingohr & Partner Asset Management GmbH | 12,530 | $720.0K | 1.64% | 00.0% | Unchanged |
| Diligent Investors, LLC | 12,660 | $727.4K | 0.20% | 00.0% | Unchanged |
| Range Financial Group LLC | 12,853 | $738.5K | 0.44% | +12,853 | New |
| Handelsbanken Fonder AB | 13,353 | $767.0K | 0.00% | −4,600−25.6% | Reduced |
| Occudo Quantitative Strategies LP | 13,563 | $779.3K | 0.11% | +13,563 | New |
| Trexquant Investment LP | 13,782 | $791.9K | 0.02% | −50,666−78.6% | Reduced |
| New Mexico Educational Retirement Board | 13,800 | $793.0K | 0.03% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 13,861 | $796.5K | 0.00% | −42,737−75.5% | Reduced |
| Navellier & Associates Inc | 13,923 | $800.0K | 0.12% | +8,087+138.6% | Added |
| Horizon Investment Services, LLC | 14,267 | $819.8K | 0.44% | −5,836−29.0% | Reduced |
| ProShare Advisors LLC | 14,556 | $836.4K | 0.00% | +2,181+17.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,850 | $853.3K | 0.01% | +1,201+8.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,972 | $860.3K | 0.02% | +24+0.2% | Added |
| Farmers & Merchants Investments Inc | 15,454 | $888.0K | 0.03% | −20.0% | Reduced |
| Massachusetts Financial Services Co | 15,677 | $900.8K | 0.00% | −14,289−47.7% | Reduced |
| Credential Qtrade Securities Inc. | 15,890 | $913.0K | 0.05% | −390−2.4% | Reduced |
| State of Michigan Retirement System | 16,118 | $926.1K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,196 | $930.6K | 0.00% | +353+2.2% | Added |
| Neuberger Berman Group LLC | 16,687 | $958.8K | 0.00% | −85−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 16,811 | $966.0K | 0.02% | +6,369+61.0% | Added |
| Confluence Wealth Services, Inc. | 17,046 | $979.5K | 0.11% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 17,536 | $1.01M | 0.16% | −7,078−28.8% | Reduced |
| Centiva Capital, LP | 17,999 | $1.03M | 0.06% | +11,394+172.5% | Added |
| Cornercap Investment Counsel Inc | 18,121 | $1.04M | 0.17% | +8,631+90.9% | Added |
| Thoroughbred Financial Services, LLC | 18,156 | $1.04M | 0.08% | −2,932−13.9% | Reduced |
| Arizona State Retirement System | 18,842 | $1.08M | 0.01% | −462−2.4% | Reduced |
| Louisiana State Employees Retirement System | 18,900 | $1.09M | 0.02% | −200−1.0% | Reduced |
| Oregon Public Employees Retirement Fund | 19,056 | $1.09M | 0.02% | +200+1.1% | Added |
| Janney Montgomery Scott LLC | 19,144 | $1.10M | 0.00% | −2,619−12.0% | Reduced |
| State Board of Administration of Florida Retirement System | 19,194 | $1.10M | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 19,645 | $1.13M | 0.00% | +3,648+22.8% | Added |
| Graham Capital Management, L.P. | 19,918 | $1.14M | 0.04% | −7,923−28.5% | Reduced |
| Stifel Financial Corp | 20,465 | $1.18M | 0.00% | −2,219−9.8% | Reduced |
| Semanteon Capital Management, LP | 20,495 | $1.18M | 0.80% | +20,495 | New |
| Mitsubishi UFJ Trust & Banking Corp | 20,744 | $1.19M | 0.00% | +6,532+46.0% | Added |
| Waterfront Wealth Inc. | 21,346 | $1.23M | 0.36% | −462−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 21,749 | $1.25M | 0.05% | −48−0.2% | Reduced |
| AE Wealth Management LLC | 20,496 | $1.26M | 0.01% | −1,718−7.7% | Reduced |
| E. Ohman J:or Asset Management AB | 22,629 | $1.30M | 0.05% | +22,629 | New |
| Pacer Advisors, Inc. | 22,671 | $1.30M | 0.00% | +12,673+126.8% | Added |
| Jennison Associates LLC | 22,770 | $1.31M | 0.00% | −2,369−9.4% | Reduced |
| Gamco Investors, Inc. Et Al | 22,800 | $1.31M | 0.01% | +2,600+12.9% | Added |
| Teachers Retirement System of the State of Kentucky | 23,145 | $1.33M | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 23,932 | $1.38M | 0.02% | −921−3.7% | Reduced |
| Coldstream Capital Management Inc | 24,313 | $1.40M | 0.04% | +20,359+514.9% | Added |
| Tredje AP-fonden | 25,273 | $1.45M | 0.02% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 25,915 | $1.49M | 0.15% | +25,915 | New |
| Ensign Peak Advisors, Inc | 25,991 | $1.49M | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 26,700 | $1.53M | 0.15% | +1,500+6.0% | Added |
| Dynamic Technology Lab Private Ltd | 28,121 | $1.62M | 0.17% | +28,121 | New |
| Advisor Group Holdings, Inc. | 29,476 | $1.69M | 0.00% | −30,040−50.5% | Reduced |
| Cozad Asset Management Inc | 29,780 | $1.71M | 0.20% | −699−2.3% | Reduced |
| Janus Henderson Group PLC | 29,938 | $1.72M | 0.00% | −405,382−93.1% | Reduced |
| Miracle Mile Advisors, LLC | 30,000 | $1.72M | 0.05% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 30,404 | $1.75M | 0.19% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 30,554 | $1.76M | 0.67% | −554−1.8% | Reduced |
| IFP Advisors, Inc | 31,012 | $1.78M | 0.08% | +110+0.4% | Added |
| Edgestream Partners, L.P. | 31,108 | $1.79M | 0.13% | +16,651+115.2% | Added |
| LSV Asset Management | 31,200 | $1.79M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 31,430 | $1.81M | 0.02% | +18+0.1% | Added |
| Susquehanna International Group, LLP | 32,249 | $1.85M | 0.00% | +32,249 | New |
| Raymond James & Associates | 32,419 | $1.86M | 0.00% | +356+1.1% | Added |
| Connectus Wealth, LLC | 32,544 | $1.87M | 0.04% | +32,544 | New |
| New York State Common Retirement Fund | 34,466 | $1.98M | 0.00% | −19,961−36.7% | Reduced |
| Citigroup Inc | 34,562 | $1.99M | 0.00% | +10,263+42.2% | Added |
| Temasek Holdings (Private) Ltd | 34,712 | $1.99M | 0.01% | +34,712 | New |
| Teacher Retirement System of Texas | 37,097 | $2.13M | 0.01% | −4,620−11.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 38,000 | $2.18M | 0.01% | +38,000 | New |
| Putnam Investments LLC | 38,466 | $2.21M | 0.00% | −1,207−3.0% | Reduced |
| Easterly Investment Partners LLC | 39,480 | $2.27M | 0.24% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 39,605 | $2.28M | 0.02% | −11,374−22.3% | Reduced |
| Deutsche Bank AG | 39,662 | $2.28M | 0.00% | −545−1.4% | Reduced |
| Cowen and Company, LLC | 40,202 | $2.31M | 0.15% | +40,202 | New |
| Profit Investment Management, LLC | 40,306 | $2.32M | 1.33% | +40,306 | New |
| Great West Life Assurance Co | 40,709 | $2.33M | 0.01% | −1,700−4.0% | Reduced |
| Amalgamated Bank | 40,660 | $2.34M | 0.02% | −629−1.5% | Reduced |
| Comerica Bank | 40,843 | $2.35M | 0.01% | −382−0.9% | Reduced |
| Advisors Asset Management, Inc. | 41,434 | $2.38M | 0.05% | +2,848+7.4% | Added |
| Mutual of America Capital Management LLC | 41,623 | $2.39M | 0.03% | −2,226−5.1% | Reduced |
| Burney Co | 41,780 | $2.40M | 0.10% | −5,423−11.5% | Reduced |
| Moran Wealth Management, LLC | 43,288 | $2.49M | 0.09% | +2,345+5.7% | Added |
| LPL Financial LLC | 44,171 | $2.54M | 0.00% | +954+2.2% | Added |
| Franklin Resources Inc | 44,376 | $2.55M | 0.00% | −1,292−2.8% | Reduced |
| Leuthold Group, LLC | 44,555 | $2.56M | 0.32% | −30−0.1% | Reduced |
| State of Alaska, Department of Revenue | 47,272 | $2.71M | 0.03% | +39,205+486.0% | Added |
| Mork Capital Management, LLC | 50,000 | $2.87M | 1.77% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 50,591 | $2.91M | 0.01% | −52,052−50.7% | Reduced |
| Qube Research & Technologies Ltd | 51,156 | $2.94M | 0.01% | +11,805+30.0% | Added |
| State of New Jersey Common Pension Fund D | 51,239 | $2.94M | 0.01% | +8,945+21.1% | Added |
| Hennessy Advisors Inc | 54,000 | $3.10M | 0.16% | +54,000 | New |
| Gotham Asset Management, LLC | 54,100 | $3.11M | 0.06% | −11,352−17.3% | Reduced |
| Icon Advisers Inc | 54,200 | $3.11M | 0.71% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 54,775 | $3.15M | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 55,228 | $3.17M | 0.01% | −3,546−6.0% | Reduced |