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, Q1 2024
Institutional positions in Terex Corp as of Mar 31, 2024. 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
- 388
- −12 vs. Q4 2023
- Shares held
- 61.7M
- −351.5K (−0.6%) vs. Q4 2023
- Total value
- $3.97B
- +$401.5M (+11.3%) vs. Q4 2023
- New holders
- 42
- 126 more added
- Sold out
- 54
- 154 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 0 | $17 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 3 | $193 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $258 | 0.00% | −29−87.9% | Reduced |
| Rothschild Investment LLC | 5 | $322 | 0.00% | +5 | New |
| Kelly Financial Services LLC | 8 | $515 | 0.00% | −2−20.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $709 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 12 | $773 | 0.00% | −6−33.3% | Reduced |
| Quarry LP | 15 | $966 | 0.00% | −523−97.2% | Reduced |
| Quest Partners LLC | 16 | $1.03K | 0.00% | −9,553−99.8% | Reduced |
| Sachetta, LLC | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $1.29K | 0.00% | +18+900.0% | Added |
| SJS Investment Consulting Inc. | 20 | $1.29K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 21 | $1.35K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $1.61K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $1.61K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $1.61K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $1.93K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $2.00K | 0.00% | +5+14.3% | Added |
| Harbor Investment Advisory, LLC | 33 | $2.13K | 0.00% | +33 | New |
| Richard W. Paul & Associates, LLC | 35 | $2.22K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 46 | $2.58K | 0.00% | +19+70.4% | Added |
| Denali Advisors LLC | 41 | $2.64K | 0.00% | +41 | New |
| Rosenberg Matthew Hamilton | 47 | $2.93K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 49 | $3.16K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 54 | $3.29K | 0.00% | +54 | New |
| Frazier Financial Advisors, LLC | 54 | $3.48K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 70 | $4.02K | 0.00% | +70 | New |
| Umb Bank N A | 63 | $4.06K | 0.00% | −72−53.3% | Reduced |
| Quent Capital, LLC | 65 | $4.19K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $4.19K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 67 | $4.32K | 0.00% | −31−31.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 73 | $5.00K | 0.00% | −11−13.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 93 | $5.99K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 95 | $6.12K | 0.00% | +18+23.4% | Added |
| Cetera Trust Company, N.A | 98 | $6.31K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 100 | $6.44K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 112 | $7.21K | 0.00% | +112 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $7.79K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 145 | $9.34K | 0.01% | +145 | New |
| First Horizon Advisors, Inc. | 150 | $9.66K | 0.00% | −125−45.5% | Reduced |
| LRI Investments, LLC | 165 | $10.6K | 0.00% | +165 | New |
| Allworth Financial LP | 187 | $12.0K | 0.00% | +26+16.1% | Added |
| WealthCollab, LLC | 193 | $12.4K | 0.01% | +193 | New |
| Transcendent Capital Group LLC | 200 | $12.9K | 0.01% | +200 | New |
| Bullock Wealth Management Group | 211 | $13.3K | 0.01% | +211 | New |
| CVA Family Office, LLC | 210 | $13.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 215 | $13.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 217 | $14.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 237 | $15.0K | 0.00% | −5−2.1% | Reduced |
| Plato Investment Management Ltd | 244 | $15.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 255 | $16.1K | 0.00% | +255 | New |
| Cherry Tree Wealth Management, LLC | 265 | $17.1K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 274 | $17.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 321 | $20.7K | 0.01% | +321 | New |
| Ronald Blue Trust, Inc. | 325 | $20.9K | 0.00% | −141−30.3% | Reduced |
| NVWM, LLC | 351 | $22.6K | 0.01% | −11−3.0% | Reduced |
| Private Trust Co NA | 361 | $23.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 382 | $24.6K | 0.01% | −3−0.8% | Reduced |
| GWM Advisors LLC | 387 | $24.9K | 0.00% | +1+0.3% | Added |
| Ancora Advisors, LLC | 400 | $25.8K | 0.00% | −100−20.0% | Reduced |
| Nomura Asset Management Co Ltd | 430 | $27.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 435 | $28.0K | 0.01% | +72+19.8% | Added |
| Bessemer Group Inc | 455 | $29.0K | 0.00% | −1−0.2% | Reduced |
| Virtus Fund Advisers, LLC | 578 | $37.2K | 0.13% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 630 | $40.6K | 0.00% | +630 | New |
| Fifth Third Bancorp | 631 | $40.6K | 0.00% | +116+22.5% | Added |
| FinTrust Capital Advisors, LLC | 695 | $44.8K | 0.01% | +465+202.2% | Added |
| Lindbrook Capital, LLC | 721 | $46.4K | 0.00% | +23+3.3% | Added |
| Capital Advisors, Ltd. LLC | 851 | $55.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 869 | $56.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 948 | $61.1K | 0.00% | +456+92.7% | Added |
| Truvestments Capital LLC | 953 | $61.4K | 0.02% | −6,075−86.4% | Reduced |
| Old Point Trust & Financial Services N A | 1,054 | $67.9K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,125 | $72.5K | 0.00% | +1,070+1,945.5% | Added |
| Signaturefd, LLC | 1,223 | $78.8K | 0.00% | −26−2.1% | Reduced |
| VisionPoint Advisory Group, LLC | 1,357 | $87.4K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,387 | $89.3K | 0.00% | +41+3.0% | Added |
| AM Squared Ltd | 1,400 | $90.2K | 0.22% | +1,400 | New |
| Principal Securities, Inc. | 1,459 | $94.0K | 0.00% | −16−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,461 | $94.1K | 0.00% | −10,473−87.8% | Reduced |
| Assetmark, Inc | 1,499 | $96.5K | 0.00% | −13−0.9% | Reduced |
| CWM, LLC | 1,882 | $121.0K | 0.00% | +863+84.7% | Added |
| Ci Investments Inc. | 1,948 | $125.0K | 0.00% | −1,225−38.6% | Reduced |
| Covestor Ltd | 2,033 | $131.0K | 0.08% | +1,422+232.7% | Added |
| Quadrant Capital Group LLC | 2,099 | $135.2K | 0.01% | −159−7.0% | Reduced |
| Whittier Trust Co | 2,269 | $146.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,531 | $163.0K | 0.00% | +438+20.9% | Added |
| Captrust Financial Advisors | 3,140 | $202.2K | 0.00% | −1,059−25.2% | Reduced |
| Westend Capital Management, LLC | 3,156 | $203.2K | 0.08% | +3,156 | New |
| Avantax Planning Partners, Inc. | 3,202 | $206.2K | 0.01% | −976−23.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,233 | $208.2K | 0.00% | +3,233 | New |
| Cornerstone Investment Partners, LLC | 3,237 | $208.5K | 0.01% | +3,237 | New |
| Fruth Investment Management | 3,350 | $215.0K | 0.06% | +3,350 | New |
| Virtus Investment Advisers, Inc. | 3,392 | $218.4K | 0.16% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,424 | $220.5K | 0.01% | −864−20.1% | Reduced |
| Diversified Trust Co | 3,480 | $224.1K | 0.01% | −39−1.1% | Reduced |
| Metropolitan Life Insurance Co | 3,493 | $224.9K | 0.01% | −253−6.8% | Reduced |
| Principle Wealth Partners LLC | 3,571 | $230.0K | 0.02% | 00.0% | Unchanged |
| Delta Capital Management LLC | 3,640 | $234.0K | 0.15% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,706 | $238.7K | 0.00% | +3,706 | New |