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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 11,932 | $685.6K | 0.00% | +11,932 | New |
| Bank of Montreal | 11,577 | $681.7K | 0.00% | −22−0.2% | Reduced |
| SummerHaven Investment Management, LLC | 11,692 | $671.8K | 0.43% | +188+1.6% | Added |
| Unique Wealth Strategies, LLC | 11,636 | $668.6K | 0.45% | +11,636 | New |
| State of Tennessee, Treasury Department | 11,498 | $660.7K | 0.00% | −8,402−42.2% | Reduced |
| Summit Global Investments | 11,445 | $658.0K | 0.04% | −6,326−35.6% | Reduced |
| Lisanti Capital Growth, LLC | 11,370 | $653.3K | 0.15% | −91,705−89.0% | Reduced |
| Liberty Capital Management, Inc. | 11,310 | $649.9K | 0.17% | −10,377−47.8% | Reduced |
| First Hawaiian Bank | 11,308 | $649.8K | 0.02% | −5,438−32.5% | Reduced |
| Cetera Investment Advisers | 11,262 | $647.1K | 0.01% | −3,492−23.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 11,000 | $645.0K | 0.29% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,124 | $639.0K | 0.01% | −8,200−42.4% | Reduced |
| TCW Group Inc | 10,924 | $627.7K | 0.01% | −1,110−9.2% | Reduced |
| Engineers Gate Manager LP | 10,874 | $624.8K | 0.02% | −6,646−37.9% | Reduced |
| CSS LLC | 10,500 | $603.3K | 0.05% | +1,500+16.7% | Added |
| NorthCrest Asset Manangement, LLC | 10,400 | $597.6K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 10,392 | $597.1K | 0.02% | −1,520−12.8% | Reduced |
| Natixis Advisors, L.P. | 10,285 | $591.0K | 0.00% | −1,358−11.7% | Reduced |
| Wolverine Trading, LLC | 10,155 | $583.5K | 0.00% | +10,155 | New |
| Jade Capital Advisors, LLC | 10,000 | $574.6K | 0.35% | +10,000 | New |
| JustInvest LLC | 9,950 | $571.7K | 0.01% | −2,323−18.9% | Reduced |
| Entropy Technologies, LP | 9,918 | $569.9K | 0.11% | +9,918 | New |
| Public Employees Retirement Association of Colorado | 9,773 | $562.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 9,778 | $561.8K | 0.01% | +97+1.0% | Added |
| Cavalier Investments, LLC | 9,739 | $559.6K | 0.21% | +223+2.3% | Added |
| Squarepoint Ops LLC | 9,730 | $559.1K | 0.00% | −104,022−91.4% | Reduced |
| Quest Partners LLC | 9,569 | $549.8K | 0.12% | +9,569 | New |
| Toroso Investments, LLC | 9,217 | $529.6K | 0.01% | +1,916+26.2% | Added |
| Quantbot Technologies LP | 9,180 | $527.5K | 0.03% | +8,632+1,575.2% | Added |
| O'Shaughnessy Asset Management, LLC | 8,986 | $516.3K | 0.01% | −1,362−13.2% | Reduced |
| Perigon Wealth Management, LLC | 8,831 | $507.4K | 0.02% | +563+6.8% | Added |
| Commerce Bank | 8,430 | $484.4K | 0.00% | −2,133−20.2% | Reduced |
| Eqis Capital Management, Inc. | 8,300 | $476.9K | 0.04% | −334−3.9% | Reduced |
| Winton Group Ltd | 8,197 | $471.0K | 0.03% | −701−7.9% | Reduced |
| Magnetar Financial LLC | 8,170 | $469.4K | 0.01% | +8,170 | New |
| Independent Financial Group, LLC | 8,150 | $468.3K | 0.03% | +8,150 | New |
| Empirical Finance, LLC | 8,091 | $464.9K | 0.03% | +8,091 | New |
| Pictet Asset Management Holding SA | 8,077 | $464.1K | 0.00% | +655+8.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,077 | $464.1K | 0.00% | +407+5.3% | Added |
| Prelude Capital Management, LLC | 8,036 | $461.7K | 0.04% | +261+3.4% | Added |
| Duality Advisers, LP | 8,020 | $460.8K | 0.05% | −23,651−74.7% | Reduced |
| Yorktown Management & Research Co Inc | 8,000 | $459.7K | 0.48% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 7,931 | $455.7K | 0.31% | −5,650−41.6% | Reduced |
| Shell Asset Management Co | 7,880 | $453.0K | 0.02% | −2,370−23.1% | Reduced |
| Kestra Advisory Services, LLC | 7,750 | $445.3K | 0.00% | +14+0.2% | Added |
| Arete Wealth Advisors, LLC | 7,661 | $440.2K | 0.03% | +7,661 | New |
| Private Advisor Group, LLC | 7,607 | $437.1K | 0.00% | +441+6.2% | Added |
| KBC Group NV | 7,469 | $429.0K | 0.00% | +136+1.9% | Added |
| Chesapeake Capital Corp | 7,466 | $429.0K | 0.31% | +7,466 | New |
| Shelton Wealth Management, LLC | 7,352 | $422.5K | 0.30% | +7,352 | New |
| Shay Capital LLC | 7,300 | $419.5K | 0.16% | +7,300 | New |
| AdvisorShares Investments LLC | 7,232 | $415.6K | 0.10% | −84−1.1% | Reduced |
| New York Life Investment Management LLC | 7,139 | $410.2K | 0.00% | −209−2.8% | Reduced |
| Truvestments Capital LLC | 7,028 | $403.8K | 0.18% | +7,028 | 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 |
| Point72 Hong Kong Ltd | 6,973 | $400.7K | 0.02% | +6,973 | New |
| V-Square Quantitative Management LLC | 6,948 | $399.2K | 0.10% | +6,948 | New |
| Atlas Capital Advisors LLC | 6,842 | $393.1K | 0.06% | −1,859−21.4% | Reduced |
| Parallel Advisors, LLC | 6,761 | $388.5K | 0.01% | +54+0.8% | Added |
| CWM Advisors, LLC | 6,664 | $382.9K | 0.04% | +1,358+25.6% | Added |
| Vise Technologies, Inc. | 6,655 | $382.4K | 0.08% | +2,223+50.2% | Added |
| Dakota Wealth Management | 6,550 | $376.4K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 6,409 | $368.0K | 0.00% | −78−1.2% | Reduced |
| State of Wisconsin Investment Board | 6,393 | $367.3K | 0.00% | −99,624−94.0% | Reduced |
| MML Investors Services, LLC | 6,031 | $347.0K | 0.00% | +802+15.3% | Added |
| FCG Investment Co | 6,029 | $346.4K | 0.34% | +6,029 | New |
| National Bank of Canada | 5,916 | $342.2K | 0.00% | −10,641−64.3% | Reduced |
| Versor Investments LP | 5,930 | $340.7K | 0.07% | −7,709−56.5% | Reduced |
| M&T Bank Corp | 5,779 | $332.3K | 0.00% | +1,019+21.4% | Added |
| Quantinno Capital Management LP | 5,773 | $332.0K | 0.01% | +131+2.3% | Added |
| Cerity Partners LLC | 5,777 | $331.9K | 0.00% | +1,536+36.2% | Added |
| Shelton Capital Management | 5,726 | $329.0K | 0.01% | −424−6.9% | Reduced |
| US Bancorp | 5,694 | $327.2K | 0.00% | +371+7.0% | Added |
| NEOS Investment Management LLC | 5,652 | $324.8K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,645 | $324.4K | 0.00% | −610−9.8% | Reduced |
| Securian Asset Management, Inc | 5,608 | $322.2K | 0.01% | −100−1.8% | Reduced |
| Quadrature Capital Ltd | 5,550 | $318.9K | 0.01% | +5,550 | New |
| Keebeck Alpha, LP | 5,546 | $318.7K | 0.25% | −803−12.6% | Reduced |
| XTX Topco Ltd | 5,540 | $318.3K | 0.07% | +667+13.7% | Added |
| Oxbow Advisors, LLC | 5,500 | $316.0K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 5,489 | $315.4K | 0.00% | −1,253−18.6% | Reduced |
| Watershed Asset Management, L.L.C. | 5,430 | $312.0K | 0.36% | +5,430 | New |
| Alps Advisors Inc | 5,413 | $311.0K | 0.00% | −308−5.4% | Reduced |
| Verdence Capital Advisors LLC | 5,353 | $307.6K | 0.03% | +138+2.6% | Added |
| QRG Capital Management, Inc. | 5,332 | $306.4K | 0.00% | +234+4.6% | Added |
| State of Wyoming | 5,223 | $300.1K | 0.06% | +761+17.1% | Added |
| Vestcor Inc | 5,022 | $289.0K | 0.01% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5,022 | $288.6K | 0.01% | +5,022 | New |
| Hanlon Investment Management, Inc. | 4,991 | $286.8K | 0.09% | −942−15.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,980 | $286.2K | 0.00% | −264−5.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,946 | $284.2K | 0.10% | +1,266+34.4% | Added |
| Mackenzie Financial Corp | 4,930 | $283.3K | 0.00% | −2,985−37.7% | Reduced |
| Pinnacle Associates Ltd | 4,920 | $282.7K | 0.00% | −60−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 4,906 | $282.0K | 0.00% | +143+3.0% | Added |
| LVZ Advisors, Inc. | 4,726 | $271.6K | 0.04% | +469+11.0% | Added |
| AlphaMark Advisors, LLC | 4,629 | $266.0K | 0.10% | −13−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 4,581 | $263.0K | 0.01% | −4−0.1% | Reduced |
| Exencial Wealth Advisors, LLC | 4,548 | $261.3K | 0.01% | +556+13.9% | Added |
| Oppenheimer & Co Inc | 4,525 | $260.0K | 0.00% | +4,525 | New |