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, Q3 2024
Institutional positions in Terex Corp as of Sep 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
- 382
- +12 vs. Q2 2024
- Shares held
- 63.7M
- +6.70M (+11.8%) vs. Q2 2024
- Total value
- $3.37B
- +$244.2M (+7.8%) vs. Q2 2024
- New holders
- 67
- 124 more added
- Sold out
- 55
- 137 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| True Wealth Design, LLC | 1 | $53 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 5 | $265 | 0.00% | +5 | New |
| Claris Advisors, LLC | 5 | $265 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 9 | $477 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $794 | 0.00% | +2+15.4% | Added |
| Creekmur Asset Management LLC | 16 | $847 | 0.00% | +16 | New |
| Sachetta, LLC | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 21 | $1.15K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 24 | $1.27K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $1.32K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $1.32K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 30 | $1.59K | 0.00% | +30 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 32 | $1.69K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $1.75K | 0.00% | +3+10.0% | Added |
| Richard W. Paul & Associates, LLC | 35 | $1.85K | 0.00% | +2+6.1% | Added |
| Continuum Advisory, LLC | 37 | $1.95K | 0.00% | −17−31.5% | Reduced |
| Arete Wealth Advisors, LLC | 22,702 | $2.00K | 0.00% | +172+0.8% | Added |
| Rosenberg Matthew Hamilton | 47 | $2.46K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 47 | $2.48K | 0.00% | +47 | New |
| JFS Wealth Advisors, LLC | 51 | $2.70K | 0.00% | +2+4.1% | Added |
| Hemington Wealth Management | 66 | $3.00K | 0.00% | +66 | New |
| Private Wealth Management Group, LLC | 58 | $3.07K | 0.00% | +33+132.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 63 | $3.33K | 0.00% | −175−73.5% | Reduced |
| Quent Capital, LLC | 65 | $3.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 68 | $3.60K | 0.00% | −9−11.7% | Reduced |
| Rothschild Investment LLC | 70 | $3.70K | 0.00% | −8,120−99.1% | Reduced |
| EverSource Wealth Advisors, LLC | 75 | $3.97K | 0.00% | +39+108.3% | Added |
| Bokf, NA | 85 | $4.33K | 0.00% | +85 | New |
| Capital Performance Advisors LLP | 88 | $4.66K | 0.00% | +88 | New |
| Jackson, Grant Investment Advisers, Inc. | 94 | $4.95K | 0.00% | +1+1.1% | Added |
| Cetera Trust Company, N.A | 98 | $5.18K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 101 | $5.34K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $6.40K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 148 | $7.83K | 0.00% | −107−42.0% | Reduced |
| Allworth Financial LP | 155 | $8.21K | 0.00% | −35−18.4% | Reduced |
| Dunhill Financial, LLC | 161 | $8.52K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 175 | $9.26K | 0.00% | +175 | New |
| Atlas Capital Advisors LLC | 181 | $9.58K | 0.00% | −3,036−94.4% | Reduced |
| Umb Bank N A | 186 | $9.84K | 0.00% | +142+322.7% | Added |
| IFP Advisors, Inc | 194 | $10.4K | 0.00% | −260−57.3% | Reduced |
| WealthCollab, LLC | 197 | $10.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 199 | $10.5K | 0.00% | −19−8.7% | Reduced |
| Venturi Wealth Management, LLC | 205 | $10.8K | 0.00% | +205 | New |
| Godsey & Gibb Associates | 209 | $11.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 209 | $11.1K | 0.00% | −2,719−92.9% | Reduced |
| Sterling Capital Management LLC | 229 | $12.1K | 0.00% | +229 | New |
| Massmutual Trust Co FSB | 239 | $12.6K | 0.00% | +24+11.2% | Added |
| SRS Capital Advisors, Inc. | 262 | $13.9K | 0.00% | +18+7.4% | Added |
| Cherry Tree Wealth Management, LLC | 265 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 318 | $16.8K | 0.00% | −30−8.6% | Reduced |
| Rise Advisors, LLC | 323 | $17.1K | 0.01% | +1+0.3% | Added |
| GWM Advisors LLC | 388 | $20.5K | 0.00% | +1+0.3% | Added |
| Ancora Advisors, LLC | 400 | $21.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 401 | $21.2K | 0.00% | −91−18.5% | Reduced |
| NVWM, LLC | 409 | $21.6K | 0.01% | +29+7.6% | Added |
| LRI Investments, LLC | 415 | $21.8K | 0.00% | +107+34.7% | Added |
| Nomura Asset Management Co Ltd | 430 | $22.8K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 439 | $23.2K | 0.00% | +237+117.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 442 | $23.4K | 0.00% | +442 | New |
| Hexagon Capital Partners LLC | 476 | $25.2K | 0.00% | −13−2.7% | Reduced |
| Smartleaf Asset Management LLC | 482 | $25.4K | 0.00% | +184+61.7% | Added |
| Group One Trading, L.P. | 491 | $26.0K | 0.00% | +379+338.4% | Added |
| Bessemer Group Inc | 515 | $27.0K | 0.00% | +60+13.2% | Added |
| Integrated Investment Consultants, LLC | 18,352 | $28.7K | 0.01% | +18,352 | New |
| FinTrust Capital Advisors, LLC | 695 | $36.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 737 | $39.0K | 0.00% | +335+83.3% | Added |
| Bryn Mawr Trust Co | 757 | $40.1K | 0.00% | +757 | New |
| Truvestments Capital LLC | 778 | $41.2K | 0.01% | +778 | New |
| Planned Solutions, Inc. | 800 | $42.3K | 0.02% | +800 | New |
| Capital Advisors, Ltd. LLC | 851 | $45.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 864 | $45.7K | 0.00% | +96+12.5% | Added |
| Ronald Blue Trust, Inc. | 969 | $53.1K | 0.00% | +457+89.3% | Added |
| Old Point Trust & Financial Services N A | 1,054 | $55.8K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,106 | $58.5K | 0.01% | +119+12.1% | Added |
| Assetmark, Inc | 1,125 | $59.5K | 0.00% | +127+12.7% | Added |
| Farther Finance Advisors, LLC | 1,180 | $62.4K | 0.00% | +504+74.6% | Added |
| GW&K Investment Management, LLC | 1,231 | $65.0K | 0.00% | −226−15.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,249 | $66.1K | 0.00% | −14,190−91.9% | Reduced |
| Leonteq Securities AG | 1,250 | $66.1K | 0.01% | +1,250 | New |
| Steward Partners Investment Advisory, LLC | 1,265 | $66.9K | 0.00% | −1,404−52.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,280 | $67.7K | 0.01% | +1,280 | New |
| Signaturefd, LLC | 1,444 | $76.4K | 0.00% | +127+9.6% | Added |
| Public Employees Retirement System of Ohio | 1,449 | $76.7K | 0.00% | +60+4.3% | Added |
| International Assets Investment Management, LLC | 4,074 | $77.0K | 0.00% | +2,087+105.0% | Added |
| Principal Securities, Inc. | 1,767 | $93.5K | 0.00% | +322+22.3% | Added |
| Parallel Advisors, LLC | 1,842 | $97.5K | 0.00% | −5,056−73.3% | Reduced |
| Canada Pension Plan Investment Board | 1,900 | $100.5K | 0.00% | +100+5.6% | Added |
| 1620 Investment Advisors, Inc. | 2,025 | $107.1K | 0.08% | +6+0.3% | Added |
| The PNC Financial Services Group, Inc. | 2,149 | $113.7K | 0.00% | −75−3.4% | Reduced |
| Covestor Ltd | 2,237 | $119.0K | 0.07% | +372+19.9% | Added |
| Whittier Trust Co | 2,269 | $120.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,320 | $122.8K | 0.01% | +170+7.9% | Added |
| Simplex Trading, LLC | 2,504 | $132.0K | 0.00% | +2,127+564.2% | Added |
| CWM, LLC | 2,735 | $145.0K | 0.00% | −385−12.3% | Reduced |
| Uncommon Cents Investing LLC | 2,835 | $150.0K | 0.04% | +2,835 | New |
| STRS Ohio | 2,900 | $153.4K | 0.00% | −1,000−25.6% | Reduced |
| Westend Capital Management, LLC | 3,061 | $162.0K | 0.06% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 3,589 | $190.0K | 0.16% | +3,589 | New |