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, Q1 2025
Institutional positions in Terex Corp as of Mar 31, 2025. 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
- 333
- −13 vs. Q4 2024
- Shares held
- 65.9M
- +1.10M (+1.7%) vs. Q4 2024
- Total value
- $2.49B
- −$504.9M (−16.9%) vs. Q4 2024
- New holders
- 45
- 126 more added
- Sold out
- 58
- 110 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 10 | $0 | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 1 | $37 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $38 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $76 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $189 | 0.00% | −7−58.3% | Reduced |
| Global Financial Private Client, LLC | 5 | $189 | 0.00% | +2+66.7% | Added |
| CoreCap Advisors, LLC | 7 | $264 | 0.00% | +2+40.0% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $378 | 0.00% | −3−23.1% | Reduced |
| Huntington National Bank | 12 | $453 | 0.00% | −166−93.3% | Reduced |
| CVA Family Office, LLC | 14 | $529 | 0.00% | +14 | New |
| South State Corp. | 15 | $567 | 0.00% | +15 | New |
| Truvestments Capital LLC | 18 | $680 | 0.00% | −760−97.7% | Reduced |
| Highline Wealth Partners LLC | 18 | $680 | 0.00% | +18 | New |
| WealthTrak Capital Management LLC | 20 | $756 | 0.00% | +15+300.0% | Added |
| Skopos Labs, Inc. | 22 | $832 | 0.00% | +17+340.0% | Added |
| True Wealth Design, LLC | 24 | $907 | 0.00% | +24 | New |
| Prestige Wealth Management Group LLC | 25 | $945 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 26 | $990 | 0.00% | +26 | New |
| Quarry LP | 29 | $1.10K | 0.00% | −430−93.7% | Reduced |
| Quent Capital, LLC | 29 | $1.10K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 30 | $1.13K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $1.13K | 0.00% | +30 | New |
| SRS Capital Advisors, Inc. | 31 | $1.18K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 36 | $1.36K | 0.00% | +4+12.5% | Added |
| Parkside Financial Bank & Trust | 45 | $1.70K | 0.00% | +41+1,025.0% | Added |
| Rosenberg Matthew Hamilton | 47 | $1.76K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 48 | $1.81K | 0.00% | −3−5.9% | Reduced |
| Sachetta, LLC | 48 | $1.81K | 0.00% | +28+140.0% | Added |
| High Note Wealth, LLC | 51 | $1.93K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 66 | $2.00K | 0.00% | +2+3.1% | Added |
| Bokf, NA | 80 | $3.02K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 89 | $3.36K | 0.00% | +2+2.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 94 | $3.56K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 97 | $3.67K | 0.00% | +16+19.8% | Added |
| Cetera Trust Company, N.A | 98 | $3.70K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $3.78K | 0.00% | +100 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $4.57K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 123 | $4.65K | 0.00% | +123 | New |
| Godsey & Gibb Associates | 124 | $4.68K | 0.00% | −85−40.7% | Reduced |
| CIBC Private Wealth Group, LLC | 148 | $4.77K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 133 | $5.03K | 0.00% | +133 | New |
| WPG Advisers, LLC | 150 | $5.67K | 0.01% | +4+2.7% | Added |
| IFP Advisors, Inc | 154 | $5.87K | 0.00% | −15−8.9% | Reduced |
| SBI Securities Co., Ltd. | 158 | $5.97K | 0.00% | −3−1.9% | Reduced |
| Rialto Wealth Management, LLC | 159 | $6.01K | 0.00% | −352−68.9% | Reduced |
| Rothschild Investment LLC | 160 | $6.04K | 0.00% | +90+128.6% | Added |
| Allworth Financial LP | 175 | $6.36K | 0.00% | +39+28.7% | Added |
| Federation des caisses Desjardins du Quebec | 175 | $6.61K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 182 | $6.88K | 0.00% | −15−7.6% | Reduced |
| Danske Bank A/S | 200 | $7.56K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 209 | $7.96K | 0.00% | −42−16.7% | Reduced |
| EverSource Wealth Advisors, LLC | 221 | $8.35K | 0.00% | +110+99.1% | Added |
| N.E.W. Advisory Services LLC | 250 | $9.45K | 0.00% | +250 | New |
| Cherry Tree Wealth Management, LLC | 265 | $10.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 294 | $11.3K | 0.00% | −371−55.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 324 | $12.2K | 0.00% | +264+440.0% | Added |
| Rise Advisors, LLC | 369 | $13.9K | 0.01% | +45+13.9% | Added |
| Massmutual Trust Co FSB | 371 | $14.0K | 0.00% | +150+67.9% | Added |
| GWM Advisors LLC | 389 | $14.7K | 0.00% | +1+0.3% | Added |
| Harbor Capital Advisors, Inc. | 390 | $15.0K | 0.00% | −33,449−98.8% | Reduced |
| Ancora Advisors, LLC | 400 | $15.1K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 422 | $15.9K | 0.00% | −13−3.0% | Reduced |
| LRI Investments, LLC | 445 | $16.8K | 0.00% | +16+3.7% | Added |
| Bessemer Group Inc | 459 | $17.0K | 0.00% | −99−17.7% | Reduced |
| Smartleaf Asset Management LLC | 583 | $22.4K | 0.00% | −121−17.2% | Reduced |
| Group One Trading, L.P. | 657 | $24.8K | 0.00% | +657 | New |
| Optiver Holding B.V. | 690 | $26.1K | 0.00% | +690 | New |
| Umb Bank N A | 732 | $27.7K | 0.00% | +332+83.0% | Added |
| Bryn Mawr Trust Co | 757 | $28.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 773 | $29.2K | 0.00% | +434+128.0% | Added |
| STRS Ohio | 800 | $30.2K | 0.00% | −500−38.5% | Reduced |
| Capital Advisors, Ltd. LLC | 851 | $32.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 847 | $32.0K | 0.01% | +307+56.9% | Added |
| Nomura Asset Management Co Ltd | 870 | $32.9K | 0.00% | +440+102.3% | Added |
| Fifth Third Bancorp | 905 | $34.2K | 0.00% | +424+88.1% | Added |
| Headlands Technologies LLC | 981 | $37.1K | 0.00% | +981 | New |
| Old Point Trust & Financial Services N A | 1,054 | $39.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,065 | $40.2K | 0.00% | +26+2.5% | Added |
| Sterling Capital Management LLC | 1,150 | $43.4K | 0.00% | −950−45.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,225 | $46.3K | 0.00% | +100+8.9% | Added |
| Assetmark, Inc | 1,266 | $47.8K | 0.00% | +125+11.0% | Added |
| GAMMA Investing LLC | 1,309 | $49.5K | 0.00% | +517+65.3% | Added |
| Ronald Blue Trust, Inc. | 1,508 | $57.0K | 0.00% | +795+111.5% | Added |
| HM Payson & Co | 1,585 | $59.9K | 0.00% | −6,282−79.9% | Reduced |
| Public Employees Retirement System of Ohio | 1,789 | $67.6K | 0.00% | +294+19.7% | Added |
| 1620 Investment Advisors, Inc. | 1,877 | $70.9K | 0.05% | −83−4.2% | Reduced |
| Lindbrook Capital, LLC | 1,960 | $74.0K | 0.01% | +1,255+178.0% | Added |
| MAI Capital Management | 2,081 | $78.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,121 | $80.1K | 0.00% | +209+10.9% | Added |
| Principal Securities, Inc. | 1,767 | $81.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,173 | $82.1K | 0.00% | +1,022+88.8% | Added |
| Whittier Trust Co | 2,269 | $85.7K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,289 | $86.5K | 0.00% | +2,289 | New |
| Canada Pension Plan Investment Board | 2,300 | $86.9K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,450 | $92.5K | 0.01% | +1,700+226.7% | Added |
| Westend Capital Management, LLC | 2,904 | $109.7K | 0.04% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 3,050 | $115.0K | 0.18% | −539−15.0% | Reduced |
| KBC Group NV | 3,223 | $122.0K | 0.00% | −6,367−66.4% | Reduced |
| Covestor Ltd | 3,478 | $131.0K | 0.09% | +1,090+45.6% | Added |
| Tower Research Capital LLC (TRC) | 3,585 | $135.4K | 0.00% | −67−1.8% | Reduced |