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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 56,590 | $3.25M | 0.02% | −150−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 57,498 | $3.30M | 0.00% | +35,562+162.1% | Added |
| Texas Permanent School Fund | 58,138 | $3.34M | 0.03% | +896+1.6% | Added |
| Baird Financial Group, Inc. | 60,931 | $3.50M | 0.01% | −2,518−4.0% | Reduced |
| Man Group plc | 61,016 | $3.51M | 0.01% | – | – |
| PDT Partners, LLC | 61,528 | $3.54M | 0.39% | +1,302+2.2% | Added |
| Greenwich Wealth Management LLC | 61,670 | $3.54M | 0.35% | +209+0.3% | Added |
| Dorsey Wright & Associates | 63,841 | $3.67M | 1.12% | −29,942−31.9% | Reduced |
| Globeflex Capital L P | 64,263 | $3.69M | 0.38% | +25,205+64.5% | Added |
| Campbell & CO Investment Adviser LLC | 64,492 | $3.71M | 0.33% | +64,492 | New |
| SEI Investments Co | 64,532 | $3.71M | 0.01% | −19,693−23.4% | Reduced |
| California State Teachers Retirement System | 70,983 | $4.08M | 0.01% | −3,811−5.1% | Reduced |
| Cubist Systematic Strategies, LLC | 71,256 | $4.09M | 0.05% | −117,854−62.3% | Reduced |
| MetLife Investment Management | 71,597 | $4.11M | 0.03% | −1,059−1.5% | Reduced |
| Thrivent Financial for Lutherans | 71,823 | $4.13M | 0.01% | −2,751−3.7% | Reduced |
| Price T Rowe Associates Inc | 71,909 | $4.13M | 0.00% | +2,128+3.0% | Added |
| Capital Fund Management S.A. | 72,272 | $4.15M | 0.05% | +26,302+57.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 79,109 | $4.55M | 0.10% | +3,877+5.2% | Added |
| Manufacturers Life Insurance Company, The | 80,006 | $4.60M | 0.00% | −2,251−2.7% | Reduced |
| Envestnet Asset Management Inc | 84,185 | $4.84M | 0.00% | −8,670−9.3% | Reduced |
| Retirement Systems of Alabama | 84,290 | $4.84M | 0.02% | +134+0.2% | Added |
| DekaBank Deutsche Girozentrale | 84,558 | $4.86M | 0.01% | +80,521+1,994.6% | Added |
| UBS Asset Management Americas Inc | 84,629 | $4.86M | 0.00% | −203−0.2% | Reduced |
| Jane Street Group, LLC | 85,692 | $4.92M | 0.01% | +49,563+137.2% | Added |
| Voya Investment Management LLC | 85,990 | $4.94M | 0.01% | −4,053−4.5% | Reduced |
| Sapience Investments, LLC | 88,065 | $5.06M | 1.20% | −15,125−14.7% | Reduced |
| AXA S.A. | 91,800 | $5.27M | 0.02% | +2,300+2.6% | Added |
| Algert Global LLC | 93,006 | $5.34M | 0.22% | −21,933−19.1% | Reduced |
| New York State Teachers Retirement System | 93,215 | $5.36M | 0.01% | +3,661+4.1% | Added |
| HighTower Advisors, LLC | 97,515 | $5.60M | 0.01% | −867−0.9% | Reduced |
| Canada Pension Plan Investment Board | 97,700 | $5.61M | 0.01% | +82,200+530.3% | Added |
| Royce & Associates LP | 99,554 | $5.72M | 0.05% | +5,525+5.9% | Added |
| Bridgewater Associates, LP | 99,579 | $5.72M | 0.03% | +99,579 | New |
| Legal & General Group Plc | 108,021 | $6.21M | 0.00% | +1,102+1.0% | Added |
| Assenagon Asset Management S.A. | 110,391 | $6.34M | 0.02% | +56,169+103.6% | Added |
| Empowered Funds, LLC | 110,888 | $6.37M | 0.16% | −34,380−23.7% | Reduced |
| Guggenheim Capital LLC | 114,161 | $6.56M | 0.05% | +17,108+17.6% | Added |
| Credit Suisse AG | 118,519 | $6.81M | 0.01% | +3,448+3.0% | Added |
| American International Group, Inc. | 123,433 | $7.09M | 0.03% | −4,520−3.5% | Reduced |
| Nordea Investment Management AB | 128,447 | $7.39M | 0.01% | −3,183−2.4% | Reduced |
| Swiss National Bank | 132,800 | $7.63M | 0.01% | −16,200−10.9% | Reduced |
| Schroder Investment Management Group | 136,774 | $7.86M | 0.01% | +33,517+32.5% | Added |
| California Public Employees Retirement System | 137,551 | $7.90M | 0.01% | +4,737+3.6% | Added |
| Allspring Global Investments Holdings, LLC | 141,252 | $8.12M | 0.01% | +70,012+98.3% | Added |
| UBS Group AG | 147,149 | $8.46M | 0.00% | +15,789+12.0% | Added |
| Lazard Asset Management LLC | 160,329 | $9.21M | 0.01% | +13,893+9.5% | Added |
| Citadel Advisors LLC | 167,504 | $9.62M | 0.01% | +127,796+321.8% | Added |
| Curated Wealth Partners LLC | 176,922 | $10.2M | 1.66% | +57,500+48.1% | Added |
| Millennium Management LLC | 178,821 | $10.3M | 0.01% | −291,472−62.0% | Reduced |
| Brandywine Global Investment Management, LLC | 185,559 | $10.7M | 0.09% | +185,559 | New |
| Panagora Asset Management Inc | 189,836 | $10.9M | 0.06% | +10,338+5.8% | Added |
| Hancock Whitney Corp | 197,226 | $11.3M | 0.42% | −12,131−5.8% | Reduced |
| Nuveen Asset Management, LLC | 199,532 | $11.5M | 0.00% | −231,686−53.7% | Reduced |
| Allianz Asset Management GmbH | 207,155 | $11.9M | 0.02% | +161,729+356.0% | Added |
| Wells Fargo & Company | 210,832 | $12.1M | 0.00% | −18,467−8.1% | Reduced |
| Royal Bank of Canada | 213,243 | $12.3M | 0.00% | +3,855+1.8% | Added |
| Great Lakes Advisors, LLC | 213,893 | $12.3M | 0.12% | +83,908+64.6% | Added |
| Two Sigma Advisers, LP | 214,300 | $12.3M | 0.03% | −19,300−8.3% | Reduced |
| Barclays PLC | 216,239 | $12.4M | 0.01% | +84,540+64.2% | Added |
| Ameriprise Financial Inc | 217,407 | $12.5M | 0.00% | +71,791+49.3% | Added |
| Alliancebernstein L.P. | 219,308 | $12.6M | 0.00% | −10,414−4.5% | Reduced |
| Rhumbline Advisers | 226,927 | $13.0M | 0.01% | −1,061−0.5% | Reduced |
| Two Sigma Investments, LP | 230,054 | $13.2M | 0.03% | −211,058−47.8% | Reduced |
| Verition Fund Management LLC | 250,876 | $14.4M | 0.15% | −91,976−26.8% | Reduced |
| Voloridge Investment Management, LLC | 266,491 | $15.3M | 0.06% | +40,257+17.8% | Added |
| Candriam Luxembourg S.C.A. | 276,522 | $15.9M | 0.11% | +128,973+87.4% | Added |
| Federated Hermes, Inc. | 277,672 | $16.0M | 0.04% | −9,834−3.4% | Reduced |
| Russell Investments Group, Ltd. | 284,062 | $16.3M | 0.03% | −30,666−9.7% | Reduced |
| Front Street Capital Management, Inc. | 287,865 | $16.5M | 3.30% | −649−0.2% | Reduced |
| Principal Financial Group Inc | 299,181 | $17.2M | 0.01% | +12,187+4.2% | Added |
| JPMorgan Chase & Co | 335,800 | $19.3M | 0.00% | −12,007−3.5% | Reduced |
| Clearbridge Investments, LLC | 342,245 | $19.7M | 0.02% | +6,119+1.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 384,203 | $22.1M | 0.04% | −2,027−0.5% | Reduced |
| Atlantic Investment Management, Inc. | 469,838 | $27.0M | 12.33% | +90,000+23.7% | Added |
| Goldman Sachs Group Inc | 473,900 | $27.2M | 0.01% | −466,818−49.6% | Reduced |
| Minneapolis Portfolio Management Group, LLC | 503,401 | $28.9M | 3.79% | −17,365−3.3% | Reduced |
| First Trust Advisors LP | 520,820 | $29.9M | 0.03% | +155,706+42.6% | Added |
| William Blair Investment Management, LLC | 527,548 | $30.3M | 0.09% | −8,642−1.6% | Reduced |
| GW&K Investment Management, LLC | 615,493 | $35.4M | 0.33% | −201,313−24.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 625,644 | $35.9M | 0.18% | −1,014−0.2% | Reduced |
| Norges Bank | 741,497 | $42.6M | 0.01% | +5,006+0.7% | Added |
| American Century Companies Inc | 747,785 | $43.0M | 0.03% | +205,737+38.0% | Added |
| Bank of New York Mellon Corp | 789,620 | $45.4M | 0.01% | −46,318−5.5% | Reduced |
| Victory Capital Management Inc | 803,906 | $46.2M | 0.05% | +19,925+2.5% | Added |
| Prudential Financial Inc | 811,458 | $46.6M | 0.07% | +178,710+28.2% | Added |
| Bank of America Corp | 845,004 | $48.6M | 0.01% | −105,996−11.1% | Reduced |
| Northern Trust Corp | 858,169 | $49.3M | 0.01% | −6,279−0.7% | Reduced |
| Jupiter Asset Management Ltd | 905,650 | $52.0M | 0.52% | +269,210+42.3% | Added |
| Charles Schwab Investment Management Inc | 921,985 | $53.0M | 0.01% | +42,364+4.8% | Added |
| Morgan Stanley | 924,848 | $53.1M | 0.00% | +222,596+31.7% | Added |
| Macquarie Group Ltd | 1,309,316 | $75.2M | 0.09% | −80,954−5.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,357,783 | $78.0M | 0.40% | −55,339−3.9% | Reduced |
| Geode Capital Management, LLC | 1,452,039 | $83.4M | 0.01% | +54,966+3.9% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 1,456,700 | $83.7M | 0.89% | +733,690+101.5% | Added |
| Invesco Ltd. | 1,560,721 | $89.7M | 0.02% | +3,147+0.2% | Added |
| AQR Capital Management LLC | 1,666,061 | $95.7M | 0.18% | +528,308+46.4% | Added |
| Fisher Asset Management, LLC | 1,764,661 | $101.4M | 0.05% | −323,093−15.5% | Reduced |
| State Street Corp | 2,380,650 | $136.8M | 0.01% | +37,092+1.6% | Added |
| Dimensional Fund Advisors LP | 2,675,548 | $153.7M | 0.04% | +78,362+3.0% | Added |
| FMR LLC | 3,077,917 | $176.9M | 0.01% | +386,150+14.3% | Added |