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 |
|---|---|---|---|---|---|
| Summit Global Investments | 3,727 | $240.0K | 0.02% | −7,718−67.4% | Reduced |
| Aviso Wealth Management | 3,783 | $243.6K | 0.15% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,793 | $244.3K | 0.01% | +129+3.5% | Added |
| Greenleaf Trust | 3,915 | $252.1K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,996 | $257.4K | 0.00% | −984−19.8% | Reduced |
| Lyell Wealth Management, LP | 4,000 | $257.6K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 4,002 | $257.7K | 0.04% | −1,221−23.4% | Reduced |
| Qube Research & Technologies Ltd | 4,026 | $259.3K | 0.00% | −47,130−92.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,160 | $267.9K | 0.00% | −174−4.0% | Reduced |
| Proequities, Inc. | 4,208 | $271.0K | 0.02% | +612+17.0% | Added |
| Aristides Capital LLC | 4,275 | $275.3K | 0.12% | +4,275 | New |
| The PNC Financial Services Group, Inc. | 4,417 | $284.5K | 0.00% | −1,228−21.8% | Reduced |
| Exencial Wealth Advisors, LLC | 4,538 | $292.2K | 0.01% | −10−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 4,585 | $295.0K | 0.01% | +4+0.1% | Added |
| LVZ Advisors, Inc. | 4,673 | $300.9K | 0.04% | −53−1.1% | Reduced |
| SG Americas Securities, LLC | 4,765 | $307.0K | 0.00% | −6,359−57.2% | Reduced |
| Pinnacle Associates Ltd | 4,920 | $316.8K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,930 | $317.5K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 5,022 | $323.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5,016 | $323.0K | 0.05% | −1,826−26.7% | Reduced |
| Jefferies Financial Group Inc. | 5,219 | $336.1K | 0.01% | +5,219 | New |
| HSBC Holdings PLC | 5,288 | $340.6K | 0.00% | −14,357−73.1% | Reduced |
| AlphaMark Advisors, LLC | 5,299 | $341.0K | 0.12% | +670+14.5% | Added |
| M&T Bank Corp | 5,305 | $341.8K | 0.00% | −474−8.2% | Reduced |
| CIBC World Markets Inc. | 5,307 | $342.0K | 0.00% | +968+22.3% | Added |
| Centiva Capital, LP | 5,350 | $344.5K | 0.02% | −12,649−70.3% | Reduced |
| Verdence Capital Advisors LLC | 5,393 | $347.3K | 0.03% | +40+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,443 | $351.0K | 0.00% | −966−15.1% | Reduced |
| Oxbow Advisors, LLC | 5,500 | $354.2K | 0.05% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,508 | $354.7K | 0.01% | −100−1.8% | Reduced |
| US Bancorp | 5,531 | $356.2K | 0.00% | −163−2.9% | Reduced |
| SkyOak Wealth, LLC | 5,539 | $356.7K | 0.09% | +5,539 | New |
| QRG Capital Management, Inc. | 5,566 | $358.4K | 0.00% | +234+4.4% | Added |
| Martingale Asset Management L P | 5,605 | $361.0K | 0.01% | +5,605 | New |
| Kendall Capital Management | 5,625 | $362.3K | 0.12% | +5,625 | New |
| Measured Wealth Private Client Group, LLC | 5,638 | $363.1K | 0.13% | +692+14.0% | Added |
| Shelton Capital Management | 5,726 | $368.8K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,809 | $374.0K | 0.00% | −222−3.7% | Reduced |
| PFG Advisors | 5,840 | $376.1K | 0.03% | +5,840 | New |
| Commerce Bank | 5,910 | $380.6K | 0.00% | −2,520−29.9% | Reduced |
| Alps Advisors Inc | 5,949 | $383.1K | 0.00% | +536+9.9% | Added |
| Shell Asset Management Co | 7,167 | $393.0K | 0.02% | −713−9.0% | Reduced |
| Commonwealth Equity Services, LLC | 6,135 | $395.0K | 0.00% | +1,229+25.1% | Added |
| Quantinno Capital Management LP | 6,198 | $399.0K | 0.01% | +425+7.4% | Added |
| ClearAlpha Technologies LP | 6,200 | $399.3K | 0.17% | +6,200 | New |
| Mariner, LLC | 6,247 | $402.3K | 0.00% | +758+13.8% | Added |
| XTX Topco Ltd | 6,283 | $404.6K | 0.05% | +743+13.4% | Added |
| FCG Investment Co | 6,314 | $406.6K | 0.33% | +285+4.7% | Added |
| National Bank of Canada | 6,526 | $406.9K | 0.00% | +610+10.3% | Added |
| Vise Technologies, Inc. | 6,417 | $413.3K | 0.08% | −238−3.6% | Reduced |
| Hanlon Investment Management, Inc. | 6,513 | $419.5K | 0.13% | +1,522+30.5% | Added |
| Dakota Wealth Management | 6,550 | $421.8K | 0.01% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 6,627 | $426.8K | 0.24% | +6,627 | New |
| Entropy Technologies, LP | 6,630 | $427.0K | 0.05% | −3,288−33.2% | Reduced |
| Parallel Advisors, LLC | 6,835 | $440.2K | 0.01% | +74+1.1% | Added |
| V-Square Quantitative Management LLC | 6,948 | $443.7K | 0.07% | 00.0% | Unchanged |
| Gabelli Funds LLC | 7,000 | $450.8K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 7,000 | $450.8K | 0.31% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,001 | $450.9K | 0.00% | +1,224+21.2% | Added |
| Walleye Capital LLC | 7,061 | $454.7K | 0.00% | +7,061 | New |
| Dark Forest Capital Management LP | 7,187 | $462.8K | 0.08% | +7,187 | New |
| Graham Capital Management, L.P. | 7,270 | $468.2K | 0.01% | −12,648−63.5% | Reduced |
| Private Advisor Group, LLC | 7,580 | $488.2K | 0.00% | −27−0.4% | Reduced |
| Independent Financial Group, LLC | 7,900 | $508.8K | 0.02% | −250−3.1% | Reduced |
| Susquehanna International Group, LLP | 7,927 | $510.5K | 0.00% | −24,322−75.4% | Reduced |
| KBC Group NV | 7,960 | $513.0K | 0.00% | +491+6.6% | Added |
| Chesapeake Capital Corp | 8,079 | $520.3K | 0.39% | +613+8.2% | Added |
| Empirical Finance, LLC | 8,091 | $521.1K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 8,180 | $526.8K | 0.00% | +430+5.5% | Added |
| NEOS Investment Management LLC | 8,321 | $535.9K | 0.03% | +2,669+47.2% | Added |
| Perigon Wealth Management, LLC | 8,684 | $559.2K | 0.02% | −147−1.7% | Reduced |
| Public Employees Retirement Association of Colorado | 8,892 | $573.0K | 0.00% | −881−9.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,974 | $577.9K | 0.00% | +897+11.1% | Added |
| Cornercap Investment Counsel Inc | 8,995 | $579.3K | 0.09% | −9,126−50.4% | Reduced |
| Duality Advisers, LP | 9,234 | $594.7K | 0.06% | +1,214+15.1% | Added |
| Toroso Investments, LLC | 9,362 | $602.9K | 0.01% | +145+1.6% | Added |
| O'Shaughnessy Asset Management, LLC | 9,511 | $612.5K | 0.01% | +525+5.8% | Added |
| Pictet Asset Management Holding SA | 9,517 | $612.9K | 0.00% | +1,440+17.8% | Added |
| Phoenix Holdings Ltd. | 9,600 | $616.5K | 0.01% | +9,600 | New |
| Xponance, Inc. | 9,605 | $618.6K | 0.01% | −173−1.8% | Reduced |
| Liberty Capital Management, Inc. | 9,962 | $641.6K | 0.16% | −1,348−11.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,100 | $650.4K | 0.02% | −300−2.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,213 | $658.0K | 0.01% | −68,896−87.1% | Reduced |
| Cavalier Investments, LLC | 10,299 | $663.3K | 0.24% | +560+5.8% | Added |
| Ethic Inc. | 10,353 | $666.8K | 0.02% | −39−0.4% | Reduced |
| Prelude Capital Management, LLC | 10,407 | $670.2K | 0.05% | +2,371+29.5% | Added |
| JustInvest LLC | 10,556 | $679.8K | 0.01% | +606+6.1% | Added |
| Keebeck Alpha, LP | 10,737 | $691.5K | 0.45% | +5,191+93.6% | Added |
| Aviva PLC | 10,880 | $700.7K | 0.00% | +10,880 | New |
| Lisanti Capital Growth, LLC | 11,195 | $721.0K | 0.18% | −175−1.5% | Reduced |
| Bank of Montreal | 11,706 | $755.0K | 0.00% | +129+1.1% | Added |
| Bailard, Inc. | 11,851 | $763.2K | 0.02% | −200−1.7% | Reduced |
| SummerHaven Investment Management, LLC | 11,856 | $763.5K | 0.48% | +164+1.4% | Added |
| Pathstone Holdings, LLC | 11,939 | $768.9K | 0.00% | +7+0.1% | Added |
| First National Trust Co | 12,000 | $772.8K | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 12,347 | $795.1K | 0.04% | +8,271+202.9% | Added |
| Cullen Capital Management LLC | 12,521 | $806.4K | 0.01% | +12,521 | New |
| Diligent Investors, LLC | 12,660 | $815.3K | 0.20% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 12,669 | $815.9K | 0.00% | −10,002−44.1% | Reduced |
| Lingohr & Partner Asset Management GmbH | 12,772 | $823.0K | 2.06% | +242+1.9% | Added |