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 |
|---|---|---|---|---|---|
| Globeflex Capital L P | 64,263 | $4.14M | 0.40% | 00.0% | Unchanged |
| SEI Investments Co | 65,717 | $4.23M | 0.01% | +1,185+1.8% | Added |
| California State Teachers Retirement System | 67,209 | $4.33M | 0.01% | −3,774−5.3% | Reduced |
| MetLife Investment Management | 69,567 | $4.48M | 0.03% | −2,030−2.8% | Reduced |
| Thrivent Financial for Lutherans | 71,800 | $4.62M | 0.01% | −230.0% | Reduced |
| Capital Fund Management S.A. | 72,204 | $4.65M | 0.06% | −68−0.1% | Reduced |
| LPL Financial LLC | 72,362 | $4.66M | 0.00% | +28,191+63.8% | Added |
| AXA S.A. | 73,900 | $4.76M | 0.01% | −17,900−19.5% | Reduced |
| Price T Rowe Associates Inc | 75,482 | $4.86M | 0.00% | +3,573+5.0% | Added |
| Canada Pension Plan Investment Board | 77,200 | $4.97M | 0.01% | −20,500−21.0% | Reduced |
| Hennessy Advisors Inc | 77,700 | $5.00M | 0.21% | +23,700+43.9% | Added |
| Franklin Resources Inc | 78,737 | $5.07M | 0.00% | +34,361+77.4% | Added |
| Manufacturers Life Insurance Company, The | 81,467 | $5.25M | 0.00% | +1,461+1.8% | Added |
| Retirement Systems of Alabama | 84,135 | $5.42M | 0.02% | −155−0.2% | Reduced |
| Zimmer Partners, LP | 85,790 | $5.52M | 0.12% | +85,790 | New |
| Algert Global LLC | 86,576 | $5.58M | 0.22% | −6,430−6.9% | Reduced |
| Envestnet Asset Management Inc | 90,878 | $5.85M | 0.00% | +6,693+8.0% | Added |
| Credit Suisse AG | 94,661 | $6.10M | 0.01% | −23,858−20.1% | Reduced |
| HighTower Advisors, LLC | 95,354 | $6.17M | 0.01% | −2,161−2.2% | Reduced |
| New York State Teachers Retirement System | 95,966 | $6.18M | 0.01% | +2,751+3.0% | Added |
| Millennium Management LLC | 98,456 | $6.34M | 0.01% | −80,365−44.9% | Reduced |
| UBS Asset Management Americas Inc | 103,819 | $6.69M | 0.00% | +19,190+22.7% | Added |
| DekaBank Deutsche Girozentrale | 106,849 | $6.81M | 0.01% | +22,291+26.4% | Added |
| Legal & General Group Plc | 110,621 | $7.12M | 0.00% | +2,600+2.4% | Added |
| Verition Fund Management LLC | 114,160 | $7.35M | 0.07% | −136,716−54.5% | Reduced |
| UBS Group AG | 117,266 | $7.55M | 0.00% | −29,883−20.3% | Reduced |
| Royce & Associates LP | 119,729 | $7.71M | 0.07% | +20,175+20.3% | Added |
| American International Group, Inc. | 120,935 | $7.79M | 0.03% | −2,498−2.0% | Reduced |
| California Public Employees Retirement System | 122,861 | $7.91M | 0.01% | −14,690−10.7% | Reduced |
| Bridgewater Associates, LP | 126,009 | $8.11M | 0.04% | +26,430+26.5% | Added |
| Barclays PLC | 127,588 | $8.22M | 0.00% | −88,651−41.0% | Reduced |
| Nordea Investment Management AB | 127,248 | $8.25M | 0.01% | −1,199−0.9% | Reduced |
| Swiss National Bank | 132,800 | $8.55M | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 137,200 | $8.84M | 0.02% | −77,100−36.0% | Reduced |
| Empowered Funds, LLC | 154,711 | $9.96M | 0.18% | +43,823+39.5% | Added |
| Lazard Asset Management LLC | 161,183 | $10.4M | 0.01% | +854+0.5% | Added |
| Deutsche Bank AG | 165,292 | $10.6M | 0.00% | +125,630+316.8% | Added |
| Royal Bank of Canada | 172,020 | $11.1M | 0.00% | −41,223−19.3% | Reduced |
| Voya Investment Management LLC | 175,760 | $11.3M | 0.01% | +89,770+104.4% | Added |
| Panagora Asset Management Inc | 187,682 | $12.1M | 0.06% | −2,154−1.1% | Reduced |
| Ameriprise Financial Inc | 193,557 | $12.5M | 0.00% | −23,850−11.0% | Reduced |
| Nuveen Asset Management, LLC | 197,148 | $12.7M | 0.00% | −2,384−1.2% | Reduced |
| Federated Hermes, Inc. | 203,504 | $13.1M | 0.03% | −74,168−26.7% | Reduced |
| Schroder Investment Management Group | 205,298 | $13.2M | 0.02% | +68,524+50.1% | Added |
| Alliancebernstein L.P. | 206,116 | $13.3M | 0.00% | −13,192−6.0% | Reduced |
| Wells Fargo & Company | 212,926 | $13.7M | 0.00% | +2,094+1.0% | Added |
| Great Lakes Advisors, LLC | 217,817 | $14.0M | 0.12% | +3,924+1.8% | Added |
| Rhumbline Advisers | 223,036 | $14.4M | 0.01% | −3,891−1.7% | Reduced |
| Brandywine Global Investment Management, LLC | 230,392 | $14.8M | 0.11% | +44,833+24.2% | Added |
| Hancock Whitney Corp | 235,924 | $15.2M | 0.52% | +38,698+19.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 328,081 | $15.3M | 0.03% | −56,122−14.6% | Reduced |
| Front Street Capital Management, Inc. | 286,339 | $18.4M | 3.46% | −1,526−0.5% | Reduced |
| Voloridge Investment Management, LLC | 293,662 | $18.9M | 0.07% | +27,171+10.2% | Added |
| Principal Financial Group Inc | 296,009 | $19.1M | 0.01% | −3,172−1.1% | Reduced |
| Russell Investments Group, Ltd. | 316,692 | $20.4M | 0.03% | +32,630+11.5% | Added |
| Clearbridge Investments, LLC | 351,153 | $22.6M | 0.02% | +8,908+2.6% | Added |
| HM Payson & Co | 379,340 | $24.4M | 0.45% | +379,340 | New |
| Balyasny Asset Management LLC | 391,837 | $25.2M | 0.06% | +391,837 | New |
| GW&K Investment Management, LLC | 393,462 | $25.3M | 0.22% | −222,031−36.1% | Reduced |
| Goldman Sachs Group Inc | 412,896 | $26.6M | 0.01% | −61,004−12.9% | Reduced |
| JPMorgan Chase & Co | 419,318 | $27.0M | 0.00% | +83,518+24.9% | Added |
| Minneapolis Portfolio Management Group, LLC | 471,649 | $30.4M | 4.15% | −31,752−6.3% | Reduced |
| Bank of America Corp | 472,723 | $30.4M | 0.00% | −372,281−44.1% | Reduced |
| Atlantic Investment Management, Inc. | 473,838 | $30.5M | 13.40% | +4,000+0.9% | Added |
| William Blair Investment Management, LLC | 527,198 | $34.0M | 0.09% | −350−0.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 604,603 | $38.9M | 0.17% | −21,041−3.4% | Reduced |
| Prudential Financial Inc | 639,751 | $41.2M | 0.06% | −171,707−21.2% | Reduced |
| Morgan Stanley | 705,198 | $45.4M | 0.00% | −219,650−23.7% | Reduced |
| First Trust Advisors LP | 716,313 | $46.1M | 0.05% | +195,493+37.5% | Added |
| Bank of New York Mellon Corp | 763,741 | $49.2M | 0.01% | −25,879−3.3% | Reduced |
| Norges Bank | 773,313 | $49.8M | 0.01% | +31,816+4.3% | Added |
| Northern Trust Corp | 779,677 | $50.2M | 0.01% | −78,492−9.1% | Reduced |
| Jupiter Asset Management Ltd | 788,593 | $50.8M | 0.48% | −117,057−12.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 820,623 | $52.8M | 0.23% | −537,160−39.6% | Reduced |
| Victory Capital Management Inc | 953,564 | $61.4M | 0.06% | +149,658+18.6% | Added |
| Charles Schwab Investment Management Inc | 956,986 | $61.6M | 0.01% | +35,001+3.8% | Added |
| American Century Companies Inc | 1,052,952 | $67.8M | 0.04% | +305,167+40.8% | Added |
| Macquarie Group Ltd | 1,267,739 | $81.6M | 0.09% | −41,577−3.2% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 1,476,300 | $95.1M | 0.88% | +19,600+1.3% | Added |
| Geode Capital Management, LLC | 1,499,029 | $96.6M | 0.01% | +46,990+3.2% | Added |
| AQR Capital Management LLC | 1,551,813 | $99.9M | 0.17% | −114,248−6.9% | Reduced |
| Fisher Asset Management, LLC | 1,819,130 | $117.2M | 0.05% | +54,469+3.1% | Added |
| Invesco Ltd. | 2,268,148 | $146.1M | 0.03% | +707,427+45.3% | Added |
| State Street Corp | 2,445,725 | $157.5M | 0.01% | +65,075+2.7% | Added |
| Dimensional Fund Advisors LP | 2,702,498 | $174.0M | 0.05% | +26,950+1.0% | Added |
| FMR LLC | 4,868,796 | $313.6M | 0.02% | +1,790,879+58.2% | Added |
| Vanguard Group Inc | 7,404,089 | $476.8M | 0.01% | −110,209−1.5% | Reduced |
| BlackRock Inc. | 8,887,523 | $572.4M | 0.01% | −640,170−6.7% | Reduced |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −276,522−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −176,922−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −110,391−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −71,256−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −40,202−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −39,605−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −32,544−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −28,121−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −20,496−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −20,495−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −15,677−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −14,267−100.0% | Sold out |