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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 9,670 | $458.8K | 0.01% | −566−5.5% | Reduced |
| Mackenzie Financial Corp | 9,897 | $457.4K | 0.00% | +5,497+124.9% | Added |
| Kendall Capital Management | 9,720 | $449.3K | 0.13% | +480+5.2% | Added |
| KBC Group NV | 9,590 | $443.0K | 0.00% | +1,290+15.5% | Added |
| Wolverine Trading, LLC | 9,765 | $441.5K | 0.01% | +5,006+105.2% | Added |
| Xponance, Inc. | 9,544 | $441.1K | 0.00% | +482+5.3% | Added |
| Pictet Asset Management Holding SA | 9,263 | $428.1K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 9,222 | $423.8K | 0.06% | +1,824+24.7% | Added |
| Nomura Holdings Inc | 8,847 | $408.9K | 0.00% | +8,847 | New |
| Public Employees Retirement Association of Colorado | 8,572 | $396.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 8,554 | $395.0K | 0.06% | +3,018+54.5% | Added |
| Quantinno Capital Management LP | 8,519 | $393.8K | 0.00% | −145−1.7% | 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 |
| JustInvest LLC | 8,408 | $388.6K | 0.01% | −1,607−16.0% | Reduced |
| HM Payson & Co | 7,867 | $363.6K | 0.01% | −238,303−96.8% | Reduced |
| J2 Capital Management Inc | 7,628 | $352.6K | 0.33% | +7,628 | New |
| Campbell & CO Investment Adviser LLC | 7,557 | $349.3K | 0.03% | −58,026−88.5% | Reduced |
| Barnett & Company, Inc. | 7,300 | $337.4K | 0.22% | +300+4.3% | Added |
| Shell Asset Management Co | 7,154 | $331.0K | 0.01% | −13−0.2% | Reduced |
| Gabelli Funds LLC | 7,000 | $323.5K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,760 | $312.4K | 0.00% | −642−8.7% | Reduced |
| Alps Advisors Inc | 6,742 | $311.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 6,737 | $311.4K | 0.00% | +94+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 6,569 | $303.6K | 0.00% | −1,059−13.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,361 | $293.2K | 0.00% | +1,505+31.0% | Added |
| Entropy Technologies, LP | 6,257 | $289.2K | 0.03% | −11,296−64.4% | Reduced |
| CIBC World Markets Corp | 6,236 | $288.2K | 0.00% | +6,236 | New |
| Dakota Wealth Management | 6,150 | $284.3K | 0.01% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 6,164 | $279.0K | 0.58% | −5,352−46.5% | Reduced |
| Axq Capital, LP | 5,993 | $277.0K | 0.12% | +5,993 | New |
| M&T Bank Corp | 5,923 | $273.9K | 0.00% | +682+13.0% | Added |
| Toroso Investments, LLC | 5,845 | $270.2K | 0.00% | −1,123−16.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,779 | $267.0K | 0.00% | +475+9.0% | Added |
| Oxford Asset Management LLP | 5,704 | $263.6K | 0.12% | +5,704 | New |
| US Bancorp | 5,462 | $252.5K | 0.00% | −375−6.4% | Reduced |
| SkyOak Wealth, LLC | 5,456 | $252.2K | 0.05% | +626+13.0% | Added |
| Vise Technologies, Inc. | 5,373 | $248.3K | 0.02% | +538+11.1% | Added |
| Qsemble Capital Management, LP | 5,136 | $237.4K | 0.03% | −414−7.5% | Reduced |
| Securian Asset Management, Inc | 5,049 | $233.4K | 0.01% | −153−2.9% | Reduced |
| Congress Wealth Management LLC | 5,022 | $232.2K | 0.00% | +5,022 | New |
| Stratos Wealth Partners, LTD. | 5,005 | $231.4K | 0.00% | −9,152−64.6% | Reduced |
| Mariner, LLC | 4,995 | $230.9K | 0.00% | −1,117−18.3% | Reduced |
| QRG Capital Management, Inc. | 4,971 | $229.8K | 0.00% | −1,066−17.7% | Reduced |
| Pinnacle Associates Ltd | 4,920 | $227.4K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 4,760 | $220.0K | 0.01% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 4,732 | $218.7K | 0.10% | +4,732 | New |
| Exencial Wealth Advisors, LLC | 4,515 | $208.7K | 0.01% | +26+0.6% | Added |
| Tower Research Capital LLC (TRC) | 3,652 | $168.8K | 0.00% | +2,403+192.4% | Added |
| Amica Retiree Medical Trust | 3,589 | $166.0K | 0.16% | 00.0% | Unchanged |
| State of Wyoming | 3,042 | $140.6K | 0.02% | +3,042 | New |
| Kestra Investment Management, LLC | 3,027 | $139.9K | 0.01% | −3,250−51.8% | Reduced |
| Westend Capital Management, LLC | 2,904 | $134.2K | 0.04% | −157−5.1% | Reduced |
| PEAK6 LLC | 2,493 | $115.2K | 0.00% | +2,493 | New |
| Covestor Ltd | 2,388 | $111.0K | 0.07% | +151+6.8% | Added |
| Canada Pension Plan Investment Board | 2,300 | $106.3K | 0.00% | +400+21.1% | Added |
| Whittier Trust Co | 2,269 | $104.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,100 | $97.1K | 0.00% | +1,871+817.0% | Added |
| MAI Capital Management | 2,081 | $96.2K | 0.00% | +2,081 | New |
| 1620 Investment Advisors, Inc. | 1,960 | $90.6K | 0.07% | −65−3.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,912 | $88.4K | 0.00% | −237−11.0% | Reduced |
| Principal Securities, Inc. | 1,767 | $81.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,515 | $70.0K | 0.00% | −805−34.7% | Reduced |
| Public Employees Retirement System of Ohio | 1,495 | $69.1K | 0.00% | +46+3.2% | Added |
| STRS Ohio | 1,300 | $60.1K | 0.00% | −1,600−55.2% | Reduced |
| Signaturefd, LLC | 1,151 | $53.2K | 0.00% | −293−20.3% | Reduced |
| Assetmark, Inc | 1,141 | $52.7K | 0.00% | +16+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,125 | $52.0K | 0.00% | −140−11.1% | Reduced |
| VisionPoint Advisory Group, LLC | 1,144 | $50.9K | 0.02% | +1,144 | New |
| Old Point Trust & Financial Services N A | 1,054 | $48.7K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,039 | $48.1K | 0.00% | −803−43.6% | Reduced |
| GW&K Investment Management, LLC | 986 | $45.0K | 0.00% | −245−19.9% | Reduced |
| Capital Advisors, Ltd. LLC | 851 | $39.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 792 | $36.6K | 0.00% | +55+7.5% | Added |
| Truvestments Capital LLC | 778 | $36.0K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 757 | $35.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 750 | $34.7K | 0.00% | −500−40.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 748 | $34.6K | 0.03% | +748 | New |
| Ronald Blue Trust, Inc. | 713 | $33.0K | 0.00% | −256−26.4% | Reduced |
| Lindbrook Capital, LLC | 705 | $32.6K | 0.00% | −401−36.3% | Reduced |
| Smartleaf Asset Management LLC | 704 | $31.8K | 0.00% | +222+46.1% | Added |
| Jones Financial Companies LLLP | 665 | $30.7K | 0.00% | +665 | New |
| Neo Ivy Capital Management | 630 | $29.0K | 0.01% | +630 | New |
| Bessemer Group Inc | 558 | $26.0K | 0.00% | +43+8.3% | Added |
| Hexagon Capital Partners LLC | 540 | $25.0K | 0.00% | +64+13.4% | Added |
| Rialto Wealth Management, LLC | 511 | $23.6K | 0.01% | +511 | New |
| Fifth Third Bancorp | 481 | $22.2K | 0.00% | −383−44.3% | Reduced |
| Quarry LP | 459 | $21.2K | 0.00% | −22,842−98.0% | Reduced |
| NVWM, LLC | 435 | $20.1K | 0.01% | +26+6.4% | Added |
| Nomura Asset Management Co Ltd | 430 | $19.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 429 | $19.8K | 0.00% | +14+3.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 401 | $18.5K | 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 |
| GWM Advisors LLC | 388 | $17.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 339 | $15.7K | 0.00% | +21+6.6% | Added |
| Rise Advisors, LLC | 324 | $15.0K | 0.01% | +1+0.3% | Added |
| Cherry Tree Wealth Management, LLC | 265 | $12.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 251 | $11.6K | 0.00% | −929−78.7% | Reduced |
| Massmutual Trust Co FSB | 221 | $10.2K | 0.00% | −18−7.5% | Reduced |