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, Q2 2024
Institutional positions in Terex Corp as of Jun 30, 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
- 372
- −13 vs. Q1 2024
- Shares held
- 66.0M
- +4.36M (+7.1%) vs. Q1 2024
- Total value
- $3.62B
- −$345.3M (−8.7%) vs. Q1 2024
- New holders
- 41
- 153 more added
- Sold out
- 54
- 123 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kelly Financial Services LLC | 8 | $439 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $713 | 0.00% | +2+18.2% | Added |
| Abich Financial Wealth Management LLC | 15 | $823 | 0.00% | +15 | New |
| Gradient Investments LLC | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 21 | $1.15K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 24 | $1.32K | 0.00% | +20+500.0% | Added |
| Toth Financial Advisory Corp | 25 | $1.37K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $1.37K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $1.37K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $1.65K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 32 | $1.75K | 0.00% | +32 | New |
| Richard W. Paul & Associates, LLC | 33 | $1.81K | 0.00% | −2−5.7% | Reduced |
| Valley National Advisers Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 36 | $2.28K | 0.00% | −10−21.7% | Reduced |
| Umb Bank N A | 44 | $2.41K | 0.00% | −19−30.2% | Reduced |
| Rosenberg Matthew Hamilton | 47 | $2.49K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 49 | $2.69K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 54 | $2.96K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 54 | $2.96K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 56 | $3.00K | 0.00% | −17−23.3% | Reduced |
| Mather Group, LLC. | 50 | $3.22K | 0.00% | −20−28.6% | Reduced |
| Quent Capital, LLC | 65 | $3.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $4.22K | 0.00% | −18−18.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 77 | $4.23K | 0.00% | +77 | New |
| TD Waterhouse Canada Inc. | 93 | $4.98K | 0.00% | +93 | New |
| Jackson, Grant Investment Advisers, Inc. | 93 | $5.12K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 98 | $5.37K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 101 | $5.54K | 0.00% | +36+55.4% | Added |
| Central Trust Co | 109 | $5.98K | 0.00% | +109 | New |
| Group One Trading, L.P. | 112 | $6.14K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $6.64K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 161 | $8.83K | 0.01% | +161 | New |
| Quarry LP | 172 | $9.43K | 0.00% | +157+1,046.7% | Added |
| Allworth Financial LP | 190 | $10.7K | 0.00% | +3+1.6% | Added |
| WealthCollab, LLC | 197 | $10.8K | 0.01% | +4+2.1% | Added |
| Headlands Technologies LLC | 202 | $11.1K | 0.00% | +202 | New |
| Bullock Wealth Management Group | 211 | $11.3K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 209 | $11.5K | 0.00% | +209 | New |
| CVA Family Office, LLC | 210 | $11.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 215 | $11.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 218 | $12.0K | 0.00% | +1+0.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 238 | $13.1K | 0.00% | −36−13.1% | Reduced |
| SRS Capital Advisors, Inc. | 244 | $13.4K | 0.00% | +232+1,933.3% | Added |
| CIBC Private Wealth Group, LLC | 255 | $13.6K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 265 | $14.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 298 | $15.8K | 0.00% | +298 | New |
| LRI Investments, LLC | 308 | $16.9K | 0.00% | +143+86.7% | Added |
| Rise Advisors, LLC | 322 | $17.7K | 0.01% | +1+0.3% | Added |
| Private Trust Co NA | 348 | $19.1K | 0.00% | −13−3.6% | Reduced |
| Simplex Trading, LLC | 377 | $20.0K | 0.00% | +377 | New |
| NVWM, LLC | 380 | $20.8K | 0.01% | +29+8.3% | Added |
| GWM Advisors LLC | 387 | $21.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $21.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 402 | $22.0K | 0.00% | +20+5.2% | Added |
| Amundi | 420 | $23.0K | 0.00% | −449−51.7% | Reduced |
| Nomura Asset Management Co Ltd | 430 | $23.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 449 | $24.6K | 0.00% | +449 | New |
| Bessemer Group Inc | 455 | $25.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 454 | $25.0K | 0.00% | −26,888−98.3% | Reduced |
| Hexagon Capital Partners LLC | 489 | $26.8K | 0.01% | +54+12.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 492 | $27.0K | 0.00% | −456−48.1% | Reduced |
| Ronald Blue Trust, Inc. | 512 | $33.0K | 0.00% | +187+57.5% | Added |
| Virtus Fund Advisers, LLC | 654 | $35.9K | 0.14% | +76+13.1% | Added |
| Farther Finance Advisors, LLC | 676 | $36.2K | 0.00% | +439+185.2% | Added |
| FinTrust Capital Advisors, LLC | 695 | $38.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 768 | $42.1K | 0.00% | +137+21.7% | Added |
| Capital Advisors, Ltd. LLC | 851 | $47.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 928 | $50.9K | 0.00% | +298+47.3% | Added |
| Lindbrook Capital, LLC | 987 | $54.1K | 0.01% | +266+36.9% | Added |
| Assetmark, Inc | 998 | $54.7K | 0.00% | −501−33.4% | Reduced |
| Old Point Trust & Financial Services N A | 1,054 | $57.8K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,317 | $72.2K | 0.00% | +94+7.7% | Added |
| VisionPoint Advisory Group, LLC | 1,357 | $74.4K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,389 | $76.2K | 0.00% | +2+0.1% | Added |
| Principal Securities, Inc. | 1,445 | $79.2K | 0.00% | −14−1.0% | Reduced |
| GW&K Investment Management, LLC | 1,457 | $80.0K | 0.00% | −392,005−99.6% | Reduced |
| Canada Pension Plan Investment Board | 1,800 | $98.7K | 0.00% | −75,400−97.7% | Reduced |
| Covestor Ltd | 1,865 | $102.0K | 0.07% | −168−8.3% | Reduced |
| International Assets Investment Management, LLC | 1,987 | $109.0K | 0.01% | +1,987 | New |
| 1620 Investment Advisors, Inc. | 2,019 | $110.7K | 0.08% | +2,019 | New |
| Quadrant Capital Group LLC | 2,150 | $117.9K | 0.01% | +51+2.4% | Added |
| The PNC Financial Services Group, Inc. | 2,224 | $122.0K | 0.00% | −2,193−49.6% | Reduced |
| Whittier Trust Co | 2,269 | $124.4K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 2,300 | $126.1K | 0.32% | +900+64.3% | Added |
| Innealta Capital, LLC | 2,393 | $131.2K | 0.04% | +2,393 | New |
| State of Wyoming | 2,511 | $137.7K | 0.02% | −1,491−37.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,669 | $146.4K | 0.00% | +1,544+137.2% | Added |
| Ashton Thomas Private Wealth, LLC | 2,680 | $147.0K | 0.01% | +2,680 | New |
| Northwestern Mutual Wealth Management Co | 2,928 | $160.6K | 0.00% | +397+15.7% | Added |
| Westend Capital Management, LLC | 3,061 | $164.0K | 0.06% | −95−3.0% | Reduced |
| CWM, LLC | 3,120 | $171.0K | 0.00% | +1,238+65.8% | Added |
| Atlas Capital Advisors LLC | 3,217 | $176.4K | 0.02% | −1,799−35.9% | Reduced |
| Virtus Investment Advisers, Inc. | 3,392 | $186.0K | 0.16% | 00.0% | Unchanged |
| Delta Capital Management LLC | 3,680 | $202.0K | 0.12% | +40+1.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,699 | $202.9K | 0.00% | +466+14.4% | Added |
| Aviso Wealth Management | 3,783 | $207.5K | 0.12% | 00.0% | Unchanged |
| nVerses Capital, LLC | 3,800 | $208.4K | 0.12% | +3,800 | New |
| LVZ Advisors, Inc. | 3,895 | $213.6K | 0.03% | −778−16.6% | Reduced |