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, Q4 2024
Institutional positions in Terex Corp as of Dec 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
- 350
- −26 vs. Q3 2024
- Shares held
- 65.0M
- +1.43M (+2.2%) vs. Q3 2024
- Total value
- $3.00B
- −$358.1M (−10.7%) vs. Q3 2024
- New holders
- 49
- 119 more added
- Sold out
- 75
- 125 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quest Partners LLC | 1 | $46 | 0.00% | +1 | New |
| Transce3nd, LLC | 1 | $46 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $92 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 3 | $139 | 0.00% | +3 | New |
| Parkside Financial Bank & Trust | 4 | $185 | 0.00% | −5−55.6% | Reduced |
| CoreCap Advisors, LLC | 5 | $231 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 5 | $232 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $232 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 10 | $486 | 0.00% | +10 | New |
| Cassady Schiller Wealth Management, LLC | 11 | $508 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 12 | $555 | 0.00% | −8−40.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $601 | 0.00% | −2−13.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 19 | $878 | 0.00% | +19 | New |
| Sachetta, LLC | 20 | $925 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $1.16K | 0.00% | −33−56.9% | Reduced |
| Toth Financial Advisory Corp | 25 | $1.16K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $1.16K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 29 | $1.34K | 0.00% | −36−55.4% | Reduced |
| Geneos Wealth Management Inc. | 30 | $1.39K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 30 | $1.39K | 0.00% | +30 | New |
| SRS Capital Advisors, Inc. | 31 | $1.44K | 0.00% | −231−88.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 32 | $1.48K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 35 | $1.62K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 64 | $2.00K | 0.00% | −2−3.0% | Reduced |
| Rosenberg Matthew Hamilton | 47 | $2.15K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 51 | $2.36K | 0.00% | +51 | New |
| JFS Wealth Advisors, LLC | 51 | $2.36K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 47 | $2.65K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 60 | $2.77K | 0.00% | −3−4.8% | Reduced |
| Global Retirement Partners, LLC | 68 | $3.14K | 0.00% | −33−32.7% | Reduced |
| Rothschild Investment LLC | 70 | $3.23K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 70 | $3.23K | 0.00% | +70 | New |
| Bokf, NA | 80 | $3.52K | 0.00% | −5−5.9% | Reduced |
| Versant Capital Management, Inc | 81 | $3.74K | 0.00% | +48+145.5% | Added |
| Bell Investment Advisors, Inc | 87 | $4.02K | 0.00% | +19+27.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 94 | $4.34K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 98 | $4.53K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 111 | $5.13K | 0.00% | +36+48.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $5.54K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 129 | $5.96K | 0.00% | +129 | New |
| Allworth Financial LP | 136 | $6.61K | 0.00% | −19−12.3% | Reduced |
| CIBC Private Wealth Group, LLC | 148 | $6.65K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 146 | $6.75K | 0.01% | +146 | New |
| SBI Securities Co., Ltd. | 161 | $7.44K | 0.00% | +161 | New |
| IFP Advisors, Inc | 169 | $7.87K | 0.00% | −25−12.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 175 | $8.09K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 178 | $8.23K | 0.00% | −21−10.6% | Reduced |
| WealthCollab, LLC | 197 | $9.11K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $9.24K | 0.00% | −25,203−99.2% | Reduced |
| Godsey & Gibb Associates | 209 | $9.65K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 221 | $10.2K | 0.00% | −18−7.5% | Reduced |
| Farther Finance Advisors, LLC | 251 | $11.6K | 0.00% | −929−78.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 265 | $12.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 324 | $15.0K | 0.01% | +1+0.3% | Added |
| Private Trust Co NA | 339 | $15.7K | 0.00% | +21+6.6% | Added |
| GWM Advisors LLC | 388 | $17.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $18.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 400 | $18.5K | 0.00% | +214+115.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 401 | $18.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 429 | $19.8K | 0.00% | +14+3.4% | Added |
| Nomura Asset Management Co Ltd | 430 | $19.9K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 435 | $20.1K | 0.01% | +26+6.4% | Added |
| Quarry LP | 459 | $21.2K | 0.00% | −22,842−98.0% | Reduced |
| Fifth Third Bancorp | 481 | $22.2K | 0.00% | −383−44.3% | Reduced |
| Rialto Wealth Management, LLC | 511 | $23.6K | 0.01% | +511 | New |
| Hexagon Capital Partners LLC | 540 | $25.0K | 0.00% | +64+13.4% | Added |
| Bessemer Group Inc | 558 | $26.0K | 0.00% | +43+8.3% | Added |
| Neo Ivy Capital Management | 630 | $29.0K | 0.01% | +630 | New |
| Jones Financial Companies LLLP | 665 | $30.7K | 0.00% | +665 | New |
| Smartleaf Asset Management LLC | 704 | $31.8K | 0.00% | +222+46.1% | Added |
| Lindbrook Capital, LLC | 705 | $32.6K | 0.00% | −401−36.3% | Reduced |
| Ronald Blue Trust, Inc. | 713 | $33.0K | 0.00% | −256−26.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 748 | $34.6K | 0.03% | +748 | New |
| Leonteq Securities AG | 750 | $34.7K | 0.00% | −500−40.0% | Reduced |
| Bryn Mawr Trust Co | 757 | $35.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 778 | $36.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 792 | $36.6K | 0.00% | +55+7.5% | Added |
| Capital Advisors, Ltd. LLC | 851 | $39.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 986 | $45.0K | 0.00% | −245−19.9% | Reduced |
| Parallel Advisors, LLC | 1,039 | $48.1K | 0.00% | −803−43.6% | Reduced |
| Old Point Trust & Financial Services N A | 1,054 | $48.7K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,144 | $50.9K | 0.02% | +1,144 | New |
| Steward Partners Investment Advisory, LLC | 1,125 | $52.0K | 0.00% | −140−11.1% | Reduced |
| Assetmark, Inc | 1,141 | $52.7K | 0.00% | +16+1.4% | Added |
| Signaturefd, LLC | 1,151 | $53.2K | 0.00% | −293−20.3% | Reduced |
| STRS Ohio | 1,300 | $60.1K | 0.00% | −1,600−55.2% | Reduced |
| Public Employees Retirement System of Ohio | 1,495 | $69.1K | 0.00% | +46+3.2% | Added |
| Quadrant Capital Group LLC | 1,515 | $70.0K | 0.00% | −805−34.7% | Reduced |
| Principal Securities, Inc. | 1,767 | $81.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,912 | $88.4K | 0.00% | −237−11.0% | Reduced |
| 1620 Investment Advisors, Inc. | 1,960 | $90.6K | 0.07% | −65−3.2% | Reduced |
| MAI Capital Management | 2,081 | $96.2K | 0.00% | +2,081 | New |
| Sterling Capital Management LLC | 2,100 | $97.1K | 0.00% | +1,871+817.0% | Added |
| Whittier Trust Co | 2,269 | $104.9K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 2,300 | $106.3K | 0.00% | +400+21.1% | Added |
| Covestor Ltd | 2,388 | $111.0K | 0.07% | +151+6.8% | Added |
| PEAK6 LLC | 2,493 | $115.2K | 0.00% | +2,493 | New |
| Westend Capital Management, LLC | 2,904 | $134.2K | 0.04% | −157−5.1% | Reduced |
| Kestra Investment Management, LLC | 3,027 | $139.9K | 0.01% | −3,250−51.8% | Reduced |
| State of Wyoming | 3,042 | $140.6K | 0.02% | +3,042 | New |