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 |
|---|---|---|---|---|---|
| Godsey & Gibb Associates | 209 | $9.65K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $9.24K | 0.00% | −25,203−99.2% | Reduced |
| WealthCollab, LLC | 197 | $9.11K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 178 | $8.23K | 0.00% | −21−10.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 175 | $8.09K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 169 | $7.87K | 0.00% | −25−12.9% | Reduced |
| SBI Securities Co., Ltd. | 161 | $7.44K | 0.00% | +161 | New |
| WPG Advisers, LLC | 146 | $6.75K | 0.01% | +146 | New |
| CIBC Private Wealth Group, LLC | 148 | $6.65K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 136 | $6.61K | 0.00% | −19−12.3% | Reduced |
| Sierra Ocean, LLC | 129 | $5.96K | 0.00% | +129 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $5.54K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 111 | $5.13K | 0.00% | +36+48.0% | Added |
| Cetera Trust Company, N.A | 98 | $4.53K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 94 | $4.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 87 | $4.02K | 0.00% | +19+27.9% | Added |
| Versant Capital Management, Inc | 81 | $3.74K | 0.00% | +48+145.5% | Added |
| Bokf, NA | 80 | $3.52K | 0.00% | −5−5.9% | Reduced |
| Rothschild Investment LLC | 70 | $3.23K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 70 | $3.23K | 0.00% | +70 | New |
| Global Retirement Partners, LLC | 68 | $3.14K | 0.00% | −33−32.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 60 | $2.77K | 0.00% | −3−4.8% | Reduced |
| Colonial Trust Co | 47 | $2.65K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $2.36K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 51 | $2.36K | 0.00% | +51 | New |
| Rosenberg Matthew Hamilton | 47 | $2.15K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 64 | $2.00K | 0.00% | −2−3.0% | Reduced |
| Richard W. Paul & Associates, LLC | 35 | $1.62K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 32 | $1.48K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 31 | $1.44K | 0.00% | −231−88.2% | Reduced |
| Geneos Wealth Management Inc. | 30 | $1.39K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 30 | $1.39K | 0.00% | +30 | New |
| Quent Capital, LLC | 29 | $1.34K | 0.00% | −36−55.4% | Reduced |
| 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 |
| Sachetta, LLC | 20 | $925 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 19 | $878 | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $601 | 0.00% | −2−13.3% | Reduced |
| SJS Investment Consulting Inc. | 12 | $555 | 0.00% | −8−40.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 11 | $508 | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 10 | $486 | 0.00% | +10 | New |
| Skopos Labs, Inc. | 5 | $232 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $232 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 5 | $231 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $185 | 0.00% | −5−55.6% | Reduced |
| Global Financial Private Client, LLC | 3 | $139 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 2 | $92 | 0.00% | +2 | New |
| Quest Partners LLC | 1 | $46 | 0.00% | +1 | New |
| Transce3nd, LLC | 1 | $46 | 0.00% | +1 | New |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −510,666−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −123,866−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −122,422−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −112,121−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −80,947−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −79,009−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −56,773−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −50,963−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −44,547−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −26,671−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −24,992−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −24,212−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −22,141−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −18,771−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −18,371−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −17,961−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −14,684−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −13,460−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,298−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −12,955−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −12,951−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −12,244−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,616−100.0% | Sold out |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −11,299−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,305−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −9,463−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −9,386−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −8,640−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −8,460−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −7,709−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,381−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −6,495−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,128−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −5,970−100.0% | Sold out |
| Callan Capital, LLC | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −5,879−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −5,695−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −5,575−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −5,408−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −5,195−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −4,832−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,782−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −4,445−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −4,274−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −4,257−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −4,203−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Lyell Wealth Management, LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |