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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 998 | $54.7K | 0.00% | −501−33.4% | Reduced |
| Lindbrook Capital, LLC | 987 | $54.1K | 0.01% | +266+36.9% | Added |
| GeoWealth Management, LLC | 928 | $50.9K | 0.00% | +298+47.3% | Added |
| Capital Advisors, Ltd. LLC | 851 | $47.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 768 | $42.1K | 0.00% | +137+21.7% | Added |
| FinTrust Capital Advisors, LLC | 695 | $38.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 676 | $36.2K | 0.00% | +439+185.2% | Added |
| Virtus Fund Advisers, LLC | 654 | $35.9K | 0.14% | +76+13.1% | Added |
| Ronald Blue Trust, Inc. | 512 | $33.0K | 0.00% | +187+57.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 492 | $27.0K | 0.00% | −456−48.1% | Reduced |
| Hexagon Capital Partners LLC | 489 | $26.8K | 0.01% | +54+12.4% | Added |
| IFP Advisors, Inc | 454 | $25.0K | 0.00% | −26,888−98.3% | Reduced |
| Bessemer Group Inc | 455 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 449 | $24.6K | 0.00% | +449 | New |
| Nomura Asset Management Co Ltd | 430 | $23.6K | 0.00% | 00.0% | Unchanged |
| Amundi | 420 | $23.0K | 0.00% | −449−51.7% | Reduced |
| GAMMA Investing LLC | 402 | $22.0K | 0.00% | +20+5.2% | Added |
| Ancora Advisors, LLC | 400 | $21.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 387 | $21.2K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 380 | $20.8K | 0.01% | +29+8.3% | Added |
| Simplex Trading, LLC | 377 | $20.0K | 0.00% | +377 | New |
| Private Trust Co NA | 348 | $19.1K | 0.00% | −13−3.6% | Reduced |
| Rise Advisors, LLC | 322 | $17.7K | 0.01% | +1+0.3% | Added |
| LRI Investments, LLC | 308 | $16.9K | 0.00% | +143+86.7% | Added |
| Smartleaf Asset Management LLC | 298 | $15.8K | 0.00% | +298 | New |
| Cherry Tree Wealth Management, LLC | 265 | $14.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 255 | $13.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 244 | $13.4K | 0.00% | +232+1,933.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 238 | $13.1K | 0.00% | −36−13.1% | Reduced |
| Huntington National Bank | 218 | $12.0K | 0.00% | +1+0.5% | Added |
| Massmutual Trust Co FSB | 215 | $11.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 210 | $11.5K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 209 | $11.5K | 0.00% | +209 | New |
| Bullock Wealth Management Group | 211 | $11.3K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 202 | $11.1K | 0.00% | +202 | New |
| WealthCollab, LLC | 197 | $10.8K | 0.01% | +4+2.1% | Added |
| Allworth Financial LP | 190 | $10.7K | 0.00% | +3+1.6% | Added |
| Quarry LP | 172 | $9.43K | 0.00% | +157+1,046.7% | Added |
| Dunhill Financial, LLC | 161 | $8.83K | 0.01% | +161 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $6.64K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 112 | $6.14K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 109 | $5.98K | 0.00% | +109 | New |
| Global Retirement Partners, LLC | 101 | $5.54K | 0.00% | +36+55.4% | Added |
| Cetera Trust Company, N.A | 98 | $5.37K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 93 | $5.12K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 93 | $4.98K | 0.00% | +93 | New |
| Cullen/Frost Bankers, Inc. | 77 | $4.23K | 0.00% | +77 | New |
| Bell Investment Advisors, Inc | 77 | $4.22K | 0.00% | −18−18.9% | Reduced |
| Quent Capital, LLC | 65 | $3.56K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 50 | $3.22K | 0.00% | −20−28.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 56 | $3.00K | 0.00% | −17−23.3% | Reduced |
| Frazier Financial Advisors, LLC | 54 | $2.96K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 54 | $2.96K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 49 | $2.69K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 47 | $2.49K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 44 | $2.41K | 0.00% | −19−30.2% | Reduced |
| EverSource Wealth Advisors, LLC | 36 | $2.28K | 0.00% | −10−21.7% | Reduced |
| Valley National Advisers Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 33 | $1.81K | 0.00% | −2−5.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 32 | $1.75K | 0.00% | +32 | New |
| Versant Capital Management, Inc | 30 | $1.65K | 0.00% | 00.0% | Unchanged |
| 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 |
| AdvisorNet Financial, Inc | 24 | $1.32K | 0.00% | +20+500.0% | Added |
| Sachetta, LLC | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 21 | $1.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 15 | $823 | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $713 | 0.00% | +2+18.2% | Added |
| Kelly Financial Services LLC | 8 | $439 | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −328,081−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −120,935−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −77,700−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −72,204−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −59,349−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −58,638−100.0% | Sold out |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −34,712−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −30,702−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −15,195−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −11,851−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −11,195−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −10,880−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −10,737−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −9,234−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,270−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −7,187−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −7,061−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,283−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −5,910−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −5,638−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −5,605−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −5,299−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,219−100.0% | Sold out |