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 |
|---|---|---|---|---|---|
| Amica Retiree Medical Trust | 3,589 | $166.0K | 0.16% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,652 | $168.8K | 0.00% | +2,403+192.4% | Added |
| Exencial Wealth Advisors, LLC | 4,515 | $208.7K | 0.01% | +26+0.6% | Added |
| Florida Financial Advisors, LLC | 4,732 | $218.7K | 0.10% | +4,732 | New |
| Shelton Capital Management | 4,760 | $220.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,920 | $227.4K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 4,971 | $229.8K | 0.00% | −1,066−17.7% | Reduced |
| Mariner, LLC | 4,995 | $230.9K | 0.00% | −1,117−18.3% | Reduced |
| Stratos Wealth Partners, LTD. | 5,005 | $231.4K | 0.00% | −9,152−64.6% | Reduced |
| Congress Wealth Management LLC | 5,022 | $232.2K | 0.00% | +5,022 | New |
| Securian Asset Management, Inc | 5,049 | $233.4K | 0.01% | −153−2.9% | Reduced |
| Qsemble Capital Management, LP | 5,136 | $237.4K | 0.03% | −414−7.5% | Reduced |
| Vise Technologies, Inc. | 5,373 | $248.3K | 0.02% | +538+11.1% | Added |
| SkyOak Wealth, LLC | 5,456 | $252.2K | 0.05% | +626+13.0% | Added |
| US Bancorp | 5,462 | $252.5K | 0.00% | −375−6.4% | Reduced |
| Oxford Asset Management LLP | 5,704 | $263.6K | 0.12% | +5,704 | New |
| Cambridge Investment Research Advisors, Inc. | 5,779 | $267.0K | 0.00% | +475+9.0% | Added |
| Toroso Investments, LLC | 5,845 | $270.2K | 0.00% | −1,123−16.1% | Reduced |
| M&T Bank Corp | 5,923 | $273.9K | 0.00% | +682+13.0% | Added |
| Axq Capital, LP | 5,993 | $277.0K | 0.12% | +5,993 | New |
| Lingohr & Partner Asset Management GmbH | 6,164 | $279.0K | 0.58% | −5,352−46.5% | Reduced |
| Dakota Wealth Management | 6,150 | $284.3K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Corp | 6,236 | $288.2K | 0.00% | +6,236 | New |
| Entropy Technologies, LP | 6,257 | $289.2K | 0.03% | −11,296−64.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,361 | $293.2K | 0.00% | +1,505+31.0% | Added |
| O'Shaughnessy Asset Management, LLC | 6,569 | $303.6K | 0.00% | −1,059−13.9% | Reduced |
| National Bank of Canada | 6,737 | $311.4K | 0.00% | +94+1.4% | Added |
| Alps Advisors Inc | 6,742 | $311.6K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,760 | $312.4K | 0.00% | −642−8.7% | Reduced |
| Gabelli Funds LLC | 7,000 | $323.5K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,154 | $331.0K | 0.01% | −13−0.2% | Reduced |
| Barnett & Company, Inc. | 7,300 | $337.4K | 0.22% | +300+4.3% | Added |
| Campbell & CO Investment Adviser LLC | 7,557 | $349.3K | 0.03% | −58,026−88.5% | Reduced |
| J2 Capital Management Inc | 7,628 | $352.6K | 0.33% | +7,628 | New |
| HM Payson & Co | 7,867 | $363.6K | 0.01% | −238,303−96.8% | Reduced |
| JustInvest LLC | 8,408 | $388.6K | 0.01% | −1,607−16.0% | Reduced |
| Brinker Capital Investments, LLC | 8,509 | $393.3K | 0.00% | +4,400+107.1% | Added |
| Orion Portfolio Solutions, LLC | 8,509 | $393.3K | 0.00% | +4,400+107.1% | Added |
| Quantinno Capital Management LP | 8,519 | $393.8K | 0.00% | −145−1.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,554 | $395.0K | 0.06% | +3,018+54.5% | Added |
| Public Employees Retirement Association of Colorado | 8,572 | $396.0K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 8,847 | $408.9K | 0.00% | +8,847 | New |
| V-Square Quantitative Management LLC | 9,222 | $423.8K | 0.06% | +1,824+24.7% | Added |
| Pictet Asset Management Holding SA | 9,263 | $428.1K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 9,544 | $441.1K | 0.00% | +482+5.3% | Added |
| Wolverine Trading, LLC | 9,765 | $441.5K | 0.01% | +5,006+105.2% | Added |
| KBC Group NV | 9,590 | $443.0K | 0.00% | +1,290+15.5% | Added |
| Kendall Capital Management | 9,720 | $449.3K | 0.13% | +480+5.2% | Added |
| Mackenzie Financial Corp | 9,897 | $457.4K | 0.00% | +5,497+124.9% | Added |
| Perigon Wealth Management, LLC | 9,670 | $458.8K | 0.01% | −566−5.5% | Reduced |
| Pacer Advisors, Inc. | 9,961 | $460.4K | 0.00% | +177+1.8% | Added |
| Liberty Capital Management, Inc. | 9,962 | $460.4K | 0.10% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 10,100 | $466.8K | 0.01% | −7−0.1% | Reduced |
| Sanctuary Advisors, LLC | 9,841 | $481.9K | 0.00% | −769−7.2% | Reduced |
| Stifel Financial Corp | 10,671 | $493.2K | 0.00% | −456−4.1% | Reduced |
| Renaissance Technologies LLC | 10,800 | $499.2K | 0.00% | −177,000−94.2% | Reduced |
| Advisor Group Holdings, Inc. | 10,813 | $499.7K | 0.00% | −13,229−55.0% | Reduced |
| Ethic Inc. | 10,963 | $506.7K | 0.01% | +610+5.9% | Added |
| Advisory Services Network, LLC | 11,397 | $526.8K | 0.01% | +11,397 | New |
| Cerity Partners LLC | 10,930 | $541.2K | 0.00% | −13,795−55.8% | Reduced |
| Bank of Montreal | 11,771 | $544.1K | 0.00% | +604+5.4% | Added |
| Allianz Asset Management GmbH | 11,828 | $546.7K | 0.00% | −20,395−63.3% | Reduced |
| Gotham Asset Management, LLC | 11,905 | $550.2K | 0.01% | −2,370−16.6% | Reduced |
| Weiss Asset Management LP | 11,936 | $551.7K | 0.01% | +1,392+13.2% | Added |
| First National Trust Co | 12,000 | $554.6K | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 12,393 | $572.8K | 0.01% | −910−6.8% | Reduced |
| Cetera Investment Advisers | 12,544 | $579.8K | 0.00% | +4,276+51.7% | Added |
| Diligent Investors, LLC | 12,660 | $585.1K | 0.13% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 13,002 | $601.0K | 0.00% | −2,516−16.2% | Reduced |
| KLP Kapitalforvaltning AS | 13,200 | $610.1K | 0.00% | +13,200 | New |
| Oregon Public Employees Retirement Fund | 13,604 | $628.8K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 13,718 | $634.1K | 0.00% | −6,280−31.4% | Reduced |
| New Mexico Educational Retirement Board | 13,800 | $638.0K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 13,910 | $642.9K | 0.03% | +13,910 | New |
| Police & Firemen's Retirement System of New Jersey | 14,187 | $655.7K | 0.01% | +14,187 | New |
| Vestcor Inc | 14,650 | $677.0K | 0.02% | +5,250+55.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,753 | $681.9K | 0.00% | +60.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,846 | $686.2K | 0.02% | +30.0% | Added |
| Magnetar Financial LLC | 14,935 | $690.3K | 0.02% | +14,935 | New |
| Schonfeld Strategic Advisors LLC | 15,059 | $696.0K | 0.00% | −105,210−87.5% | Reduced |
| Two Sigma Advisers, LP | 15,300 | $707.2K | 0.00% | −33,700−68.8% | Reduced |
| Farmers & Merchants Investments Inc | 15,303 | $707.3K | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 15,718 | $726.0K | 0.00% | +10.0% | Added |
| State of Michigan Retirement System | 15,818 | $731.1K | 0.00% | −100−0.6% | Reduced |
| Neuberger Berman Group LLC | 15,976 | $738.4K | 0.00% | −955−5.6% | Reduced |
| Engineers Gate Manager LP | 16,179 | $747.8K | 0.01% | +12,392+327.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 16,648 | $769.0K | 0.01% | −25,655−60.6% | Reduced |
| Handelsbanken Fonder AB | 16,753 | $774.0K | 0.00% | +3,400+25.5% | Added |
| Aviso Financial Inc. | 16,890 | $780.7K | 0.04% | −360−2.1% | Reduced |
| Davy Global Fund Management Ltd | 16,969 | $784.3K | 0.09% | +16,969 | New |
| Secured Retirement Advisors, LLC | 17,465 | $807.2K | 0.46% | +17,465 | New |
| Pathstone Holdings, LLC | 17,976 | $830.5K | 0.00% | −2,508−12.2% | Reduced |
| Confluence Wealth Services, Inc. | 17,046 | $833.5K | 0.05% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,426 | $851.6K | 0.00% | +8,592+87.4% | Added |
| Louisiana State Employees Retirement System | 18,500 | $855.1K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 18,615 | $860.4K | 0.00% | −6,068−24.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,779 | $868.0K | 0.00% | +3,379+21.9% | Added |
| Man Group plc | 19,004 | $878.4K | 0.00% | −8,093−29.9% | Reduced |
| State Board of Administration of Florida Retirement System | 19,124 | $883.9K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 19,283 | $890.0K | 0.00% | −63,883−76.8% | Reduced |