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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 9,071 | $342.7K | 0.01% | +9,071 | New |
| Cerity Partners LLC | 8,928 | $337.3K | 0.00% | −2,002−18.3% | Reduced |
| Public Employees Retirement Association of Colorado | 8,572 | $324.0K | 0.00% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 8,356 | $315.7K | 0.07% | −1,606−16.1% | Reduced |
| Brinker Capital Investments, LLC | 7,986 | $301.7K | 0.00% | −523−6.1% | Reduced |
| Orion Portfolio Solutions, LLC | 7,986 | $301.7K | 0.00% | −523−6.1% | Reduced |
| Jain Global LLC | 7,707 | $291.2K | 0.01% | +7,707 | New |
| Barnett & Company, Inc. | 7,300 | $275.8K | 0.23% | 00.0% | Unchanged |
| M&T Bank Corp | 7,272 | $274.7K | 0.00% | +1,349+22.8% | Added |
| Quadrant Capital Group LLC | 7,035 | $265.8K | 0.01% | +5,520+364.4% | Added |
| Gabelli Funds LLC | 7,000 | $264.5K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,960 | $262.9K | 0.00% | −11,466−62.2% | Reduced |
| Inceptionr LLC | 6,951 | $262.6K | 0.08% | +6,951 | New |
| Shell Asset Management Co | 6,872 | $260.0K | 0.01% | −282−3.9% | Reduced |
| Ballentine Partners, LLC | 6,705 | $253.3K | 0.00% | +6,705 | New |
| Kestra Advisory Services, LLC | 6,659 | $251.6K | 0.00% | −101−1.5% | Reduced |
| Kendall Capital Management | 6,520 | $246.3K | 0.07% | −3,200−32.9% | Reduced |
| TownSquare Capital, LLC | 6,486 | $245.1K | 0.00% | +6,486 | New |
| Axq Capital, LP | 6,280 | $237.3K | 0.10% | +287+4.8% | Added |
| National Bank of Canada | 6,281 | $237.2K | 0.00% | −456−6.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,934 | $224.0K | 0.00% | +155+2.7% | Added |
| Mariner, LLC | 5,819 | $219.8K | 0.00% | +824+16.5% | Added |
| HSBC Holdings PLC | 5,772 | $217.4K | 0.00% | +5,772 | New |
| Petrus Trust Company, LTA | 5,669 | $214.2K | 0.02% | +5,669 | New |
| Jefferies Financial Group Inc. | 5,652 | $213.5K | 0.00% | +5,652 | New |
| Optimize Financial Inc | 5,605 | $211.8K | 0.08% | +5,605 | New |
| QRG Capital Management, Inc. | 5,586 | $211.0K | 0.00% | +615+12.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,457 | $210.3K | 0.00% | −904−14.2% | Reduced |
| US Bancorp | 5,496 | $207.6K | 0.00% | +34+0.6% | Added |
| State of Wyoming | 5,039 | $190.4K | 0.03% | +1,997+65.6% | Added |
| Securian Asset Management, Inc | 4,949 | $187.0K | 0.01% | −100−2.0% | Reduced |
| Federated Hermes, Inc. | 4,885 | $184.6K | 0.00% | −196,224−97.6% | Reduced |
| Advisor Group Holdings, Inc. | 4,760 | $179.8K | 0.00% | −6,053−56.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,585 | $135.4K | 0.00% | −67−1.8% | Reduced |
| Covestor Ltd | 3,478 | $131.0K | 0.09% | +1,090+45.6% | Added |
| KBC Group NV | 3,223 | $122.0K | 0.00% | −6,367−66.4% | Reduced |
| Amica Retiree Medical Trust | 3,050 | $115.0K | 0.18% | −539−15.0% | Reduced |
| Westend Capital Management, LLC | 2,904 | $109.7K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,450 | $92.5K | 0.01% | +1,700+226.7% | Added |
| Canada Pension Plan Investment Board | 2,300 | $86.9K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,289 | $86.5K | 0.00% | +2,289 | New |
| Whittier Trust Co | 2,269 | $85.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,173 | $82.1K | 0.00% | +1,022+88.8% | Added |
| Principal Securities, Inc. | 1,767 | $81.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,121 | $80.1K | 0.00% | +209+10.9% | Added |
| MAI Capital Management | 2,081 | $78.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,960 | $74.0K | 0.01% | +1,255+178.0% | Added |
| 1620 Investment Advisors, Inc. | 1,877 | $70.9K | 0.05% | −83−4.2% | Reduced |
| Public Employees Retirement System of Ohio | 1,789 | $67.6K | 0.00% | +294+19.7% | Added |
| HM Payson & Co | 1,585 | $59.9K | 0.00% | −6,282−79.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,508 | $57.0K | 0.00% | +795+111.5% | Added |
| GAMMA Investing LLC | 1,309 | $49.5K | 0.00% | +517+65.3% | Added |
| Assetmark, Inc | 1,266 | $47.8K | 0.00% | +125+11.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,225 | $46.3K | 0.00% | +100+8.9% | Added |
| Sterling Capital Management LLC | 1,150 | $43.4K | 0.00% | −950−45.2% | Reduced |
| Parallel Advisors, LLC | 1,065 | $40.2K | 0.00% | +26+2.5% | Added |
| Old Point Trust & Financial Services N A | 1,054 | $39.8K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 981 | $37.1K | 0.00% | +981 | New |
| Fifth Third Bancorp | 905 | $34.2K | 0.00% | +424+88.1% | Added |
| Nomura Asset Management Co Ltd | 870 | $32.9K | 0.00% | +440+102.3% | Added |
| 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 |
| STRS Ohio | 800 | $30.2K | 0.00% | −500−38.5% | Reduced |
| Private Trust Co NA | 773 | $29.2K | 0.00% | +434+128.0% | Added |
| Bryn Mawr Trust Co | 757 | $28.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 732 | $27.7K | 0.00% | +332+83.0% | Added |
| Optiver Holding B.V. | 690 | $26.1K | 0.00% | +690 | New |
| Group One Trading, L.P. | 657 | $24.8K | 0.00% | +657 | New |
| Smartleaf Asset Management LLC | 583 | $22.4K | 0.00% | −121−17.2% | Reduced |
| Bessemer Group Inc | 459 | $17.0K | 0.00% | −99−17.7% | Reduced |
| LRI Investments, LLC | 445 | $16.8K | 0.00% | +16+3.7% | Added |
| NVWM, LLC | 422 | $15.9K | 0.00% | −13−3.0% | Reduced |
| Ancora Advisors, LLC | 400 | $15.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 390 | $15.0K | 0.00% | −33,449−98.8% | Reduced |
| GWM Advisors LLC | 389 | $14.7K | 0.00% | +1+0.3% | Added |
| Massmutual Trust Co FSB | 371 | $14.0K | 0.00% | +150+67.9% | Added |
| Rise Advisors, LLC | 369 | $13.9K | 0.01% | +45+13.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 324 | $12.2K | 0.00% | +264+440.0% | Added |
| Jones Financial Companies LLLP | 294 | $11.3K | 0.00% | −371−55.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 265 | $10.0K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 250 | $9.45K | 0.00% | +250 | New |
| EverSource Wealth Advisors, LLC | 221 | $8.35K | 0.00% | +110+99.1% | Added |
| Farther Finance Advisors, LLC | 209 | $7.96K | 0.00% | −42−16.7% | Reduced |
| Danske Bank A/S | 200 | $7.56K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 182 | $6.88K | 0.00% | −15−7.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 175 | $6.61K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 175 | $6.36K | 0.00% | +39+28.7% | Added |
| Rothschild Investment LLC | 160 | $6.04K | 0.00% | +90+128.6% | Added |
| Rialto Wealth Management, LLC | 159 | $6.01K | 0.00% | −352−68.9% | Reduced |
| SBI Securities Co., Ltd. | 158 | $5.97K | 0.00% | −3−1.9% | Reduced |
| IFP Advisors, Inc | 154 | $5.87K | 0.00% | −15−8.9% | Reduced |
| WPG Advisers, LLC | 150 | $5.67K | 0.01% | +4+2.7% | Added |
| Atlantic Trust, LLC | 133 | $5.03K | 0.00% | +133 | New |
| CIBC Private Wealth Group, LLC | 148 | $4.77K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 124 | $4.68K | 0.00% | −85−40.7% | Reduced |
| Private Wealth Asset Management, LLC | 123 | $4.65K | 0.00% | +123 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $4.57K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $3.78K | 0.00% | +100 | New |
| Cetera Trust Company, N.A | 98 | $3.70K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 97 | $3.67K | 0.00% | +16+19.8% | Added |