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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,265 | $66.9K | 0.00% | −1,404−52.6% | Reduced |
| Leonteq Securities AG | 1,250 | $66.1K | 0.01% | +1,250 | New |
| Tower Research Capital LLC (TRC) | 1,249 | $66.1K | 0.00% | −14,190−91.9% | Reduced |
| GW&K Investment Management, LLC | 1,231 | $65.0K | 0.00% | −226−15.5% | Reduced |
| Farther Finance Advisors, LLC | 1,180 | $62.4K | 0.00% | +504+74.6% | Added |
| Assetmark, Inc | 1,125 | $59.5K | 0.00% | +127+12.7% | Added |
| Lindbrook Capital, LLC | 1,106 | $58.5K | 0.01% | +119+12.1% | Added |
| Old Point Trust & Financial Services N A | 1,054 | $55.8K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 969 | $53.1K | 0.00% | +457+89.3% | Added |
| Fifth Third Bancorp | 864 | $45.7K | 0.00% | +96+12.5% | Added |
| Capital Advisors, Ltd. LLC | 851 | $45.0K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 800 | $42.3K | 0.02% | +800 | New |
| Truvestments Capital LLC | 778 | $41.2K | 0.01% | +778 | New |
| Bryn Mawr Trust Co | 757 | $40.1K | 0.00% | +757 | New |
| GAMMA Investing LLC | 737 | $39.0K | 0.00% | +335+83.3% | Added |
| FinTrust Capital Advisors, LLC | 695 | $36.8K | 0.01% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 18,352 | $28.7K | 0.01% | +18,352 | New |
| Bessemer Group Inc | 515 | $27.0K | 0.00% | +60+13.2% | Added |
| Group One Trading, L.P. | 491 | $26.0K | 0.00% | +379+338.4% | Added |
| Smartleaf Asset Management LLC | 482 | $25.4K | 0.00% | +184+61.7% | Added |
| Hexagon Capital Partners LLC | 476 | $25.2K | 0.00% | −13−2.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 442 | $23.4K | 0.00% | +442 | New |
| Headlands Technologies LLC | 439 | $23.2K | 0.00% | +237+117.3% | Added |
| Nomura Asset Management Co Ltd | 430 | $22.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 415 | $21.8K | 0.00% | +107+34.7% | Added |
| NVWM, LLC | 409 | $21.6K | 0.01% | +29+7.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 401 | $21.2K | 0.00% | −91−18.5% | Reduced |
| Ancora Advisors, LLC | 400 | $21.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 388 | $20.5K | 0.00% | +1+0.3% | Added |
| Rise Advisors, LLC | 323 | $17.1K | 0.01% | +1+0.3% | Added |
| Private Trust Co NA | 318 | $16.8K | 0.00% | −30−8.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 265 | $14.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 262 | $13.9K | 0.00% | +18+7.4% | Added |
| Massmutual Trust Co FSB | 239 | $12.6K | 0.00% | +24+11.2% | Added |
| Sterling Capital Management LLC | 229 | $12.1K | 0.00% | +229 | New |
| Northwestern Mutual Wealth Management Co | 209 | $11.1K | 0.00% | −2,719−92.9% | Reduced |
| Godsey & Gibb Associates | 209 | $11.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 205 | $10.8K | 0.00% | +205 | New |
| Huntington National Bank | 199 | $10.5K | 0.00% | −19−8.7% | Reduced |
| WealthCollab, LLC | 197 | $10.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 194 | $10.4K | 0.00% | −260−57.3% | Reduced |
| Umb Bank N A | 186 | $9.84K | 0.00% | +142+322.7% | Added |
| Atlas Capital Advisors LLC | 181 | $9.58K | 0.00% | −3,036−94.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 175 | $9.26K | 0.00% | +175 | New |
| Dunhill Financial, LLC | 161 | $8.52K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 155 | $8.21K | 0.00% | −35−18.4% | Reduced |
| CIBC Private Wealth Group, LLC | 148 | $7.83K | 0.00% | −107−42.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $6.40K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 101 | $5.34K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 98 | $5.18K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 94 | $4.95K | 0.00% | +1+1.1% | Added |
| Capital Performance Advisors LLP | 88 | $4.66K | 0.00% | +88 | New |
| Bokf, NA | 85 | $4.33K | 0.00% | +85 | New |
| EverSource Wealth Advisors, LLC | 75 | $3.97K | 0.00% | +39+108.3% | Added |
| Rothschild Investment LLC | 70 | $3.70K | 0.00% | −8,120−99.1% | Reduced |
| Bell Investment Advisors, Inc | 68 | $3.60K | 0.00% | −9−11.7% | Reduced |
| Quent Capital, LLC | 65 | $3.44K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 63 | $3.33K | 0.00% | −175−73.5% | Reduced |
| Private Wealth Management Group, LLC | 58 | $3.07K | 0.00% | +33+132.0% | Added |
| Hemington Wealth Management | 66 | $3.00K | 0.00% | +66 | New |
| JFS Wealth Advisors, LLC | 51 | $2.70K | 0.00% | +2+4.1% | Added |
| Colonial Trust Co | 47 | $2.48K | 0.00% | +47 | New |
| Rosenberg Matthew Hamilton | 47 | $2.46K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 22,702 | $2.00K | 0.00% | +172+0.8% | Added |
| Continuum Advisory, LLC | 37 | $1.95K | 0.00% | −17−31.5% | Reduced |
| Richard W. Paul & Associates, LLC | 35 | $1.85K | 0.00% | +2+6.1% | Added |
| Versant Capital Management, Inc | 33 | $1.75K | 0.00% | +3+10.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 32 | $1.69K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 30 | $1.59K | 0.00% | +30 | New |
| 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 |
| AdvisorNet Financial, Inc | 24 | $1.27K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 21 | $1.15K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 16 | $847 | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $794 | 0.00% | +2+15.4% | Added |
| Parkside Financial Bank & Trust | 9 | $477 | 0.00% | +9 | New |
| CoreCap Advisors, LLC | 5 | $265 | 0.00% | +5 | New |
| Claris Advisors, LLC | 5 | $265 | 0.00% | +5 | New |
| True Wealth Design, LLC | 1 | $53 | 0.00% | +1 | New |
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −5,836−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −129,342−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −61,309−100.0% | Sold out |
| Watchman Group, Inc. | 0 | $0 | 0.00% | −48,245−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −38,173−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −34,262−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −32,413−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −29,087−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −28,721−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −25,628−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −20,871−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −19,747−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −12,114−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −10,534−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −10,321−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −9,917−100.0% | Sold out |