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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 3,140 | $202.2K | 0.00% | −1,059−25.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,531 | $163.0K | 0.00% | +438+20.9% | Added |
| Whittier Trust Co | 2,269 | $146.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,099 | $135.2K | 0.01% | −159−7.0% | Reduced |
| Covestor Ltd | 2,033 | $131.0K | 0.08% | +1,422+232.7% | Added |
| Ci Investments Inc. | 1,948 | $125.0K | 0.00% | −1,225−38.6% | Reduced |
| CWM, LLC | 1,882 | $121.0K | 0.00% | +863+84.7% | Added |
| Assetmark, Inc | 1,499 | $96.5K | 0.00% | −13−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,461 | $94.1K | 0.00% | −10,473−87.8% | Reduced |
| Principal Securities, Inc. | 1,459 | $94.0K | 0.00% | −16−1.1% | Reduced |
| AM Squared Ltd | 1,400 | $90.2K | 0.22% | +1,400 | New |
| Public Employees Retirement System of Ohio | 1,387 | $89.3K | 0.00% | +41+3.0% | Added |
| VisionPoint Advisory Group, LLC | 1,357 | $87.4K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,223 | $78.8K | 0.00% | −26−2.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,125 | $72.5K | 0.00% | +1,070+1,945.5% | Added |
| Old Point Trust & Financial Services N A | 1,054 | $67.9K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 953 | $61.4K | 0.02% | −6,075−86.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 948 | $61.1K | 0.00% | +456+92.7% | Added |
| Amundi | 869 | $56.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 851 | $55.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 721 | $46.4K | 0.00% | +23+3.3% | Added |
| FinTrust Capital Advisors, LLC | 695 | $44.8K | 0.01% | +465+202.2% | Added |
| Fifth Third Bancorp | 631 | $40.6K | 0.00% | +116+22.5% | Added |
| GeoWealth Management, LLC | 630 | $40.6K | 0.00% | +630 | New |
| Virtus Fund Advisers, LLC | 578 | $37.2K | 0.13% | 00.0% | Unchanged |
| Bessemer Group Inc | 455 | $29.0K | 0.00% | −1−0.2% | Reduced |
| Hexagon Capital Partners LLC | 435 | $28.0K | 0.01% | +72+19.8% | Added |
| Nomura Asset Management Co Ltd | 430 | $27.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $25.8K | 0.00% | −100−20.0% | Reduced |
| GWM Advisors LLC | 387 | $24.9K | 0.00% | +1+0.3% | Added |
| GAMMA Investing LLC | 382 | $24.6K | 0.01% | −3−0.8% | Reduced |
| Private Trust Co NA | 361 | $23.2K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 351 | $22.6K | 0.01% | −11−3.0% | Reduced |
| Ronald Blue Trust, Inc. | 325 | $20.9K | 0.00% | −141−30.3% | Reduced |
| Rise Advisors, LLC | 321 | $20.7K | 0.01% | +321 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 274 | $17.6K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 265 | $17.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 255 | $16.1K | 0.00% | +255 | New |
| Plato Investment Management Ltd | 244 | $15.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 237 | $15.0K | 0.00% | −5−2.1% | Reduced |
| Huntington National Bank | 217 | $14.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 215 | $13.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 210 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 211 | $13.3K | 0.01% | +211 | New |
| Transcendent Capital Group LLC | 200 | $12.9K | 0.01% | +200 | New |
| WealthCollab, LLC | 193 | $12.4K | 0.01% | +193 | New |
| Allworth Financial LP | 187 | $12.0K | 0.00% | +26+16.1% | Added |
| LRI Investments, LLC | 165 | $10.6K | 0.00% | +165 | New |
| First Horizon Advisors, Inc. | 150 | $9.66K | 0.00% | −125−45.5% | Reduced |
| Byrne Asset Management LLC | 145 | $9.34K | 0.01% | +145 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $7.79K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 112 | $7.21K | 0.00% | +112 | New |
| Parkside Financial Bank & Trust | 100 | $6.44K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 98 | $6.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 95 | $6.12K | 0.00% | +18+23.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 93 | $5.99K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 73 | $5.00K | 0.00% | −11−13.1% | Reduced |
| Park Place Capital Corp | 67 | $4.32K | 0.00% | −31−31.6% | Reduced |
| Quent Capital, LLC | 65 | $4.19K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $4.19K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 63 | $4.06K | 0.00% | −72−53.3% | Reduced |
| Mather Group, LLC. | 70 | $4.02K | 0.00% | +70 | New |
| Frazier Financial Advisors, LLC | 54 | $3.48K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 54 | $3.29K | 0.00% | +54 | New |
| JFS Wealth Advisors, LLC | 49 | $3.16K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 47 | $2.93K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 41 | $2.64K | 0.00% | +41 | New |
| EverSource Wealth Advisors, LLC | 46 | $2.58K | 0.00% | +19+70.4% | Added |
| Richard W. Paul & Associates, LLC | 35 | $2.22K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 33 | $2.13K | 0.00% | +33 | New |
| Valley National Advisers Inc | 40 | $2.00K | 0.00% | +5+14.3% | Added |
| Versant Capital Management, Inc | 30 | $1.93K | 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 |
| ClariVest Asset Management LLC | 21 | $1.35K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $1.29K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $1.29K | 0.00% | +18+900.0% | Added |
| Sachetta, LLC | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 16 | $1.03K | 0.00% | −9,553−99.8% | Reduced |
| Quarry LP | 15 | $966 | 0.00% | −523−97.2% | Reduced |
| SRS Capital Advisors, Inc. | 12 | $773 | 0.00% | −6−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $709 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 8 | $515 | 0.00% | −2−20.0% | Reduced |
| Rothschild Investment LLC | 5 | $322 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 4 | $258 | 0.00% | −29−87.9% | Reduced |
| Tfo-TDC, LLC | 3 | $193 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $17 | 0.00% | 0 | New |
| 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 |