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 |
|---|---|---|---|---|---|
| Keebeck Alpha, LP | 10,737 | $691.5K | 0.45% | +5,191+93.6% | Added |
| JustInvest LLC | 10,556 | $679.8K | 0.01% | +606+6.1% | Added |
| Prelude Capital Management, LLC | 10,407 | $670.2K | 0.05% | +2,371+29.5% | Added |
| Ethic Inc. | 10,353 | $666.8K | 0.02% | −39−0.4% | Reduced |
| Cavalier Investments, LLC | 10,299 | $663.3K | 0.24% | +560+5.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,213 | $658.0K | 0.01% | −68,896−87.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,100 | $650.4K | 0.02% | −300−2.9% | Reduced |
| Liberty Capital Management, Inc. | 9,962 | $641.6K | 0.16% | −1,348−11.9% | Reduced |
| Xponance, Inc. | 9,605 | $618.6K | 0.01% | −173−1.8% | Reduced |
| Phoenix Holdings Ltd. | 9,600 | $616.5K | 0.01% | +9,600 | New |
| Pictet Asset Management Holding SA | 9,517 | $612.9K | 0.00% | +1,440+17.8% | Added |
| O'Shaughnessy Asset Management, LLC | 9,511 | $612.5K | 0.01% | +525+5.8% | Added |
| Toroso Investments, LLC | 9,362 | $602.9K | 0.01% | +145+1.6% | Added |
| Duality Advisers, LP | 9,234 | $594.7K | 0.06% | +1,214+15.1% | Added |
| Cornercap Investment Counsel Inc | 8,995 | $579.3K | 0.09% | −9,126−50.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,974 | $577.9K | 0.00% | +897+11.1% | Added |
| Public Employees Retirement Association of Colorado | 8,892 | $573.0K | 0.00% | −881−9.0% | Reduced |
| Perigon Wealth Management, LLC | 8,684 | $559.2K | 0.02% | −147−1.7% | Reduced |
| NEOS Investment Management LLC | 8,321 | $535.9K | 0.03% | +2,669+47.2% | Added |
| Kestra Advisory Services, LLC | 8,180 | $526.8K | 0.00% | +430+5.5% | Added |
| Empirical Finance, LLC | 8,091 | $521.1K | 0.03% | 00.0% | Unchanged |
| Chesapeake Capital Corp | 8,079 | $520.3K | 0.39% | +613+8.2% | Added |
| KBC Group NV | 7,960 | $513.0K | 0.00% | +491+6.6% | Added |
| Susquehanna International Group, LLP | 7,927 | $510.5K | 0.00% | −24,322−75.4% | Reduced |
| Independent Financial Group, LLC | 7,900 | $508.8K | 0.02% | −250−3.1% | Reduced |
| Private Advisor Group, LLC | 7,580 | $488.2K | 0.00% | −27−0.4% | Reduced |
| Graham Capital Management, L.P. | 7,270 | $468.2K | 0.01% | −12,648−63.5% | Reduced |
| Dark Forest Capital Management LP | 7,187 | $462.8K | 0.08% | +7,187 | New |
| Walleye Capital LLC | 7,061 | $454.7K | 0.00% | +7,061 | New |
| Cerity Partners LLC | 7,001 | $450.9K | 0.00% | +1,224+21.2% | Added |
| Gabelli Funds LLC | 7,000 | $450.8K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 7,000 | $450.8K | 0.31% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 6,948 | $443.7K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,835 | $440.2K | 0.01% | +74+1.1% | Added |
| Entropy Technologies, LP | 6,630 | $427.0K | 0.05% | −3,288−33.2% | Reduced |
| Verity Asset Management, Inc. | 6,627 | $426.8K | 0.24% | +6,627 | New |
| Dakota Wealth Management | 6,550 | $421.8K | 0.01% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 6,513 | $419.5K | 0.13% | +1,522+30.5% | Added |
| Vise Technologies, Inc. | 6,417 | $413.3K | 0.08% | −238−3.6% | Reduced |
| National Bank of Canada | 6,526 | $406.9K | 0.00% | +610+10.3% | Added |
| FCG Investment Co | 6,314 | $406.6K | 0.33% | +285+4.7% | Added |
| XTX Topco Ltd | 6,283 | $404.6K | 0.05% | +743+13.4% | Added |
| Mariner, LLC | 6,247 | $402.3K | 0.00% | +758+13.8% | Added |
| ClearAlpha Technologies LP | 6,200 | $399.3K | 0.17% | +6,200 | New |
| Quantinno Capital Management LP | 6,198 | $399.0K | 0.01% | +425+7.4% | Added |
| Commonwealth Equity Services, LLC | 6,135 | $395.0K | 0.00% | +1,229+25.1% | Added |
| Shell Asset Management Co | 7,167 | $393.0K | 0.02% | −713−9.0% | Reduced |
| Alps Advisors Inc | 5,949 | $383.1K | 0.00% | +536+9.9% | Added |
| Commerce Bank | 5,910 | $380.6K | 0.00% | −2,520−29.9% | Reduced |
| PFG Advisors | 5,840 | $376.1K | 0.03% | +5,840 | New |
| MML Investors Services, LLC | 5,809 | $374.0K | 0.00% | −222−3.7% | Reduced |
| Shelton Capital Management | 5,726 | $368.8K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 5,638 | $363.1K | 0.13% | +692+14.0% | Added |
| Kendall Capital Management | 5,625 | $362.3K | 0.12% | +5,625 | New |
| Martingale Asset Management L P | 5,605 | $361.0K | 0.01% | +5,605 | New |
| QRG Capital Management, Inc. | 5,566 | $358.4K | 0.00% | +234+4.4% | Added |
| SkyOak Wealth, LLC | 5,539 | $356.7K | 0.09% | +5,539 | New |
| US Bancorp | 5,531 | $356.2K | 0.00% | −163−2.9% | Reduced |
| Securian Asset Management, Inc | 5,508 | $354.7K | 0.01% | −100−1.8% | Reduced |
| Oxbow Advisors, LLC | 5,500 | $354.2K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 5,443 | $351.0K | 0.00% | −966−15.1% | Reduced |
| Verdence Capital Advisors LLC | 5,393 | $347.3K | 0.03% | +40+0.7% | Added |
| Centiva Capital, LP | 5,350 | $344.5K | 0.02% | −12,649−70.3% | Reduced |
| CIBC World Markets Inc. | 5,307 | $342.0K | 0.00% | +968+22.3% | Added |
| M&T Bank Corp | 5,305 | $341.8K | 0.00% | −474−8.2% | Reduced |
| AlphaMark Advisors, LLC | 5,299 | $341.0K | 0.12% | +670+14.5% | Added |
| HSBC Holdings PLC | 5,288 | $340.6K | 0.00% | −14,357−73.1% | Reduced |
| Jefferies Financial Group Inc. | 5,219 | $336.1K | 0.01% | +5,219 | New |
| Atlas Capital Advisors LLC | 5,016 | $323.0K | 0.05% | −1,826−26.7% | Reduced |
| Vestcor Inc | 5,022 | $323.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,930 | $317.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,920 | $316.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,765 | $307.0K | 0.00% | −6,359−57.2% | Reduced |
| LVZ Advisors, Inc. | 4,673 | $300.9K | 0.04% | −53−1.1% | Reduced |
| Crossmark Global Holdings, Inc. | 4,585 | $295.0K | 0.01% | +4+0.1% | Added |
| Exencial Wealth Advisors, LLC | 4,538 | $292.2K | 0.01% | −10−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 4,417 | $284.5K | 0.00% | −1,228−21.8% | Reduced |
| Aristides Capital LLC | 4,275 | $275.3K | 0.12% | +4,275 | New |
| Proequities, Inc. | 4,208 | $271.0K | 0.02% | +612+17.0% | Added |
| Kovitz Investment Group Partners, LLC | 4,160 | $267.9K | 0.00% | −174−4.0% | Reduced |
| Qube Research & Technologies Ltd | 4,026 | $259.3K | 0.00% | −47,130−92.1% | Reduced |
| State of Wyoming | 4,002 | $257.7K | 0.04% | −1,221−23.4% | Reduced |
| Lyell Wealth Management, LP | 4,000 | $257.6K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,996 | $257.4K | 0.00% | −984−19.8% | Reduced |
| Greenleaf Trust | 3,915 | $252.1K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,793 | $244.3K | 0.01% | +129+3.5% | Added |
| Aviso Wealth Management | 3,783 | $243.6K | 0.15% | 00.0% | Unchanged |
| Summit Global Investments | 3,727 | $240.0K | 0.02% | −7,718−67.4% | Reduced |
| Capstone Investment Advisors, LLC | 3,706 | $238.7K | 0.00% | +3,706 | New |
| Delta Capital Management LLC | 3,640 | $234.0K | 0.15% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,571 | $230.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,493 | $224.9K | 0.01% | −253−6.8% | Reduced |
| Diversified Trust Co | 3,480 | $224.1K | 0.01% | −39−1.1% | Reduced |
| Brighton Jones LLC | 3,424 | $220.5K | 0.01% | −864−20.1% | Reduced |
| Virtus Investment Advisers, Inc. | 3,392 | $218.4K | 0.16% | 00.0% | Unchanged |
| Fruth Investment Management | 3,350 | $215.0K | 0.06% | +3,350 | New |
| Cornerstone Investment Partners, LLC | 3,237 | $208.5K | 0.01% | +3,237 | New |
| Wealth Enhancement Advisory Services, LLC | 3,233 | $208.2K | 0.00% | +3,233 | New |
| Avantax Planning Partners, Inc. | 3,202 | $206.2K | 0.01% | −976−23.4% | Reduced |
| Westend Capital Management, LLC | 3,156 | $203.2K | 0.08% | +3,156 | New |