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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 4,334 | $249.0K | 0.00% | −114−2.6% | Reduced |
| CIBC World Markets Inc. | 4,339 | $249.0K | 0.00% | +4,339 | New |
| Brighton Jones LLC | 4,288 | $246.4K | 0.01% | +33+0.8% | Added |
| Captrust Financial Advisors | 4,199 | $241.3K | 0.00% | +408+10.8% | Added |
| Avantax Planning Partners, Inc. | 4,178 | $240.1K | 0.01% | +69+1.7% | Added |
| Two Sigma Securities, LLC | 4,096 | $235.4K | 0.01% | +4,096 | New |
| STRS Ohio | 4,100 | $235.0K | 0.00% | −17,500−81.0% | Reduced |
| Sequoia Financial Advisors, LLC | 4,081 | $234.5K | 0.00% | +4,081 | New |
| PEAK6 Investments LLC | 4,076 | $234.2K | 0.01% | +4,076 | New |
| CBOE Vest Financial, LLC | 4,063 | $233.5K | 0.01% | +4,063 | New |
| Lyell Wealth Management, LP | 4,000 | $229.8K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 3,915 | $225.0K | 0.00% | −7−0.2% | Reduced |
| Aviso Wealth Management | 3,783 | $217.4K | 0.16% | +3,783 | New |
| Metropolitan Life Insurance Co | 3,746 | $215.2K | 0.01% | −122−3.2% | Reduced |
| Cresset Asset Management, LLC | 3,725 | $214.0K | 0.00% | −60−1.6% | Reduced |
| Profund Advisors LLC | 3,664 | $210.5K | 0.01% | +3,664 | New |
| Delta Capital Management LLC | 3,640 | $209.0K | 0.15% | −100−2.7% | Reduced |
| Proequities, Inc. | 3,596 | $206.6K | 0.01% | +983+37.6% | Added |
| Principle Wealth Partners LLC | 3,571 | $205.2K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 3,519 | $202.2K | 0.01% | +3,519 | New |
| Virtus Investment Advisers, Inc. | 3,392 | $194.9K | 0.15% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,173 | $182.0K | 0.00% | −2,118−40.0% | Reduced |
| Whittier Trust Co | 2,269 | $130.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,258 | $129.7K | 0.01% | +130+6.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,093 | $120.3K | 0.00% | +319+18.0% | Added |
| Point72 Middle East FZE | 1,940 | $111.5K | 0.01% | +1,940 | New |
| Assetmark, Inc | 1,512 | $86.9K | 0.00% | −3,594−70.4% | Reduced |
| Principal Securities, Inc. | 1,475 | $84.8K | 0.00% | +1,475 | New |
| VisionPoint Advisory Group, LLC | 1,357 | $78.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,346 | $77.3K | 0.00% | +3+0.2% | Added |
| Signaturefd, LLC | 1,249 | $71.8K | 0.00% | +102+8.9% | Added |
| Old Point Trust & Financial Services N A | 1,054 | $60.6K | 0.02% | +1,054 | New |
| CWM, LLC | 1,019 | $59.0K | 0.00% | −5,505−84.4% | Reduced |
| Amundi | 869 | $49.9K | 0.00% | −48−5.2% | Reduced |
| Capital Advisors, Ltd. LLC | 851 | $49.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 698 | $40.1K | 0.00% | +69+11.0% | Added |
| Covestor Ltd | 611 | $35.0K | 0.02% | +426+230.3% | Added |
| Virtus Fund Advisers, LLC | 578 | $33.2K | 0.21% | 00.0% | Unchanged |
| Quarry LP | 538 | $30.9K | 0.02% | −478−47.0% | Reduced |
| Fifth Third Bancorp | 515 | $29.6K | 0.00% | −235−31.3% | Reduced |
| Walleye Trading LLC | 507 | $29.1K | 0.00% | +507 | New |
| McGlone Suttner Wealth Management, Inc. | 504 | $28.9K | 0.01% | +504 | New |
| 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 492 | $28.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 466 | $27.0K | 0.00% | +299+179.0% | Added |
| Bessemer Group Inc | 456 | $26.0K | 0.00% | −4−0.9% | Reduced |
| Nomura Asset Management Co Ltd | 430 | $24.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 385 | $23.7K | 0.01% | +385 | New |
| GWM Advisors LLC | 386 | $22.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 363 | $20.9K | 0.01% | +255+236.1% | Added |
| NVWM, LLC | 362 | $20.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 361 | $20.7K | 0.00% | −105−22.5% | Reduced |
| First Horizon Advisors, Inc. | 275 | $15.8K | 0.00% | −177−39.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 274 | $15.7K | 0.00% | +44+19.1% | Added |
| Cherry Tree Wealth Management, LLC | 265 | $15.2K | 0.00% | +265 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 255 | $14.7K | 0.01% | +255 | New |
| Plato Investment Management Ltd | 244 | $14.0K | 0.02% | +244 | New |
| Farther Finance Advisors, LLC | 242 | $13.9K | 0.00% | +242 | New |
| FinTrust Capital Advisors, LLC | 230 | $13.2K | 0.00% | −309−57.3% | Reduced |
| Huntington National Bank | 217 | $12.5K | 0.00% | +52+31.5% | Added |
| Massmutual Trust Co FSB | 215 | $12.4K | 0.00% | +8+3.9% | Added |
| CVA Family Office, LLC | 210 | $12.1K | 0.00% | +210 | New |
| Raleigh Capital Management Inc. | 162 | $9.34K | 0.00% | +10+6.6% | Added |
| Allworth Financial LP | 161 | $9.25K | 0.00% | +95+143.9% | Added |
| Umb Bank N A | 135 | $7.76K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $6.74K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 111 | $6.38K | 0.00% | +111 | New |
| Parkside Financial Bank & Trust | 100 | $5.75K | 0.00% | −1,100−91.7% | Reduced |
| Park Place Capital Corp | 98 | $5.63K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 98 | $5.63K | 0.00% | +98 | New |
| Jackson, Grant Investment Advisers, Inc. | 93 | $5.33K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 84 | $5.00K | 0.00% | +84 | New |
| Scarborough Advisors, LLC | 85 | $4.88K | 0.00% | +85 | New |
| Bell Investment Advisors, Inc | 77 | $4.42K | 0.00% | +19+32.8% | Added |
| Quent Capital, LLC | 65 | $3.73K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $3.69K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 55 | $3.16K | 0.00% | −1,185−95.6% | Reduced |
| Frazier Financial Advisors, LLC | 54 | $3.10K | 0.00% | +54 | New |
| JFS Wealth Advisors, LLC | 49 | $2.82K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 47 | $2.67K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 35 | $2.01K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 35 | $2.00K | 0.00% | +35 | New |
| Glassman Wealth Services | 34 | $1.95K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $1.90K | 0.00% | +17+106.3% | Added |
| Versant Capital Management, Inc | 30 | $1.72K | 0.00% | −19−38.8% | Reduced |
| Arlington Trust Co LLC | 29 | $1.67K | 0.00% | +29 | New |
| EverSource Wealth Advisors, LLC | 27 | $1.55K | 0.00% | +14+107.7% | Added |
| 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 |
| ClariVest Asset Management LLC | 21 | $1.21K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $1.15K | 0.00% | +20 | New |
| SRS Capital Advisors, Inc. | 18 | $1.03K | 0.00% | −19−51.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $633 | 0.00% | +11 | New |
| Kelly Financial Services LLC | 10 | $575 | 0.00% | −2−16.7% | Reduced |
| C M Bidwell & Associates Ltd | 8 | $460 | 0.00% | −2,617−99.7% | Reduced |
| Carolinas Wealth Consulting LLC | 8 | $442 | 0.00% | 00.0% | Unchanged |