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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2025: 333 institutions
Q1 2021: 277 institutionsQ2 2021: 268 institutionsQ3 2021: 283 institutionsQ4 2021: 283 institutionsQ1 2022: 279 institutionsQ2 2022: 261 institutionsQ3 2022: 274 institutionsQ4 2022: 311 institutionsQ1 2023: 359 institutionsQ2 2023: 382 institutionsQ3 2023: 393 institutionsQ4 2023: 402 institutionsQ1 2024: 388 institutionsQ2 2024: 372 institutionsQ3 2024: 382 institutionsQ4 2024: 350 institutionsQ1 2025: 333 institutionsQ2 2025: 327 institutionsQ3 2025: 332 institutionsQ4 2025: 357 institutionsQ1 2026: 473 institutionsQ2 2026: 484 institutions
Value heldQ1 2025: $2.49B
Q1 2021: $2.72BQ2 2021: $2.87BQ3 2021: $2.54BQ4 2021: $2.63BQ1 2022: $2.17BQ2 2022: $1.64BQ3 2022: $1.77BQ4 2022: $2.57BQ1 2023: $3.04BQ2 2023: $3.81BQ3 2023: $3.63BQ4 2023: $3.57BQ1 2024: $3.97BQ2 2024: $3.62BQ3 2024: $3.37BQ4 2024: $3.00BQ1 2025: $2.49BQ2 2025: $3.08BQ3 2025: $3.43BQ4 2025: $3.83BQ1 2026: $6.59BQ2 2026: $8.46B
Institutions holding TEX and their total value by quarter
QuarterHoldersValue
Q2 2026484$8.46B
Q1 2026473$6.59B
Q4 2025357$3.83B
Q3 2025332$3.43B
Q2 2025327$3.08B
Q1 2025333$2.49B
Q4 2024350$3.00B
Q3 2024382$3.37B
Q2 2024372$3.62B
Q1 2024388$3.97B
Q4 2023402$3.57B
Q3 2023393$3.63B
Q2 2023382$3.81B
Q1 2023359$3.04B
Q4 2022311$2.57B
Q3 2022274$1.77B
Q2 2022261$1.64B
Q1 2022279$2.17B
Q4 2021283$2.63B
Q3 2021283$2.54B
Q2 2021268$2.87B
Q1 2021277$2.72B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q4 2024.

Institutions holding TEX in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Jackson, Grant Investment Advisers, Inc.94$3.56K0.00%00.0%Unchanged
Bell Investment Advisors, Inc89$3.36K0.00%+2+2.3%Added
Bokf, NA80$3.02K0.00%00.0%Unchanged
Hemington Wealth Management66$2.00K0.00%+2+3.1%Added
High Note Wealth, LLC51$1.93K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC48$1.81K0.00%−3−5.9%Reduced
Sachetta, LLC48$1.81K0.00%+28+140.0%Added
Rosenberg Matthew Hamilton47$1.76K0.00%00.0%Unchanged
Parkside Financial Bank & Trust45$1.70K0.00%+41+1,025.0%Added
Thurston, Springer, Miller, Herd & Titak, Inc.36$1.36K0.00%+4+12.5%Added
SRS Capital Advisors, Inc.31$1.18K0.00%00.0%Unchanged
Stephens Consulting, LLC30$1.13K0.00%+30New
Geneos Wealth Management Inc.30$1.13K0.00%00.0%Unchanged
Quarry LP29$1.10K0.00%−430−93.7%Reduced
Quent Capital, LLC29$1.10K0.00%00.0%Unchanged
Hughes Financial Services, LLC26$9900.00%+26New
Prestige Wealth Management Group LLC25$9450.00%00.0%Unchanged
True Wealth Design, LLC24$9070.00%+24New
Skopos Labs, Inc.22$8320.00%+17+340.0%Added
WealthTrak Capital Management LLC20$7560.00%+15+300.0%Added
Truvestments Capital LLC18$6800.00%−760−97.7%Reduced
Highline Wealth Partners LLC18$6800.00%+18New
South State Corp.15$5670.00%+15New
CVA Family Office, LLC14$5290.00%+14New
Huntington National Bank12$4530.00%−166−93.3%Reduced
DiNuzzo Private Wealth, Inc.10$3780.00%−3−23.1%Reduced
CoreCap Advisors, LLC7$2640.00%+2+40.0%Added
SJS Investment Consulting Inc.5$1890.00%−7−58.3%Reduced
Global Financial Private Client, LLC5$1890.00%+2+66.7%Added
Parkworth Wealth Management, Inc.2$760.00%00.0%Unchanged
HFM Investment Advisors, LLC1$380.00%+1New
Bay Harbor Wealth Management, LLC1$370.00%+1New
Hantz Financial Services, Inc.10$00.00%+10New
Royce & Associates LP0$00.00%−133,775−100.0%Sold out
Paradoxiom Capital L.P.0$00.00%−126,834−100.0%Sold out
Regents Gate Capital LLP0$00.00%−120,313−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−77,830−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−47,168−100.0%Sold out
Crestline Management, LP0$00.00%−45,423−100.0%Sold out
AXA S.A.0$00.00%−43,966−100.0%Sold out
Leuthold Group, LLC0$00.00%−40,389−100.0%Sold out
Kettle Hill Capital Management, LLC0$00.00%−40,058−100.0%Sold out
Stratos Wealth Advisors, LLC0$00.00%−33,691−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−28,599−100.0%Sold out
Omers Administration Corp0$00.00%−24,500−100.0%Sold out
Man Group plc0$00.00%−19,004−100.0%Sold out
Aviso Financial Inc.0$00.00%−16,890−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−16,648−100.0%Sold out
Vident Advisory, LLC0$00.00%−12,393−100.0%Sold out
Weiss Asset Management LP0$00.00%−11,936−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−11,905−100.0%Sold out
Renaissance Technologies LLC0$00.00%−10,800−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−9,841−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−9,961−100.0%Sold out
Mackenzie Financial Corp0$00.00%−9,897−100.0%Sold out
Wolverine Trading, LLC0$00.00%−9,765−100.0%Sold out
Nomura Holdings Inc0$00.00%−8,847−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−8,554−100.0%Sold out
J2 Capital Management Inc0$00.00%−7,628−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−7,557−100.0%Sold out
Alps Advisors Inc0$00.00%−6,742−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−6,569−100.0%Sold out
Entropy Technologies, LP0$00.00%−6,257−100.0%Sold out
Dakota Wealth Management0$00.00%−6,150−100.0%Sold out
Lingohr & Partner Asset Management GmbH0$00.00%−6,164−100.0%Sold out
Toroso Investments, LLC0$00.00%−5,845−100.0%Sold out
Oxford Asset Management LLP0$00.00%−5,704−100.0%Sold out
SkyOak Wealth, LLC0$00.00%−5,456−100.0%Sold out
Congress Wealth Management LLC0$00.00%−5,022−100.0%Sold out
Stratos Wealth Partners, LTD.0$00.00%−5,005−100.0%Sold out
Pinnacle Associates Ltd0$00.00%−4,920−100.0%Sold out
Shelton Capital Management0$00.00%−4,760−100.0%Sold out
Florida Financial Advisors, LLC0$00.00%−4,732−100.0%Sold out
Exencial Wealth Advisors, LLC0$00.00%−4,515−100.0%Sold out
Kestra Investment Management, LLC0$00.00%−3,027−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−1,144−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−986−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−748−100.0%Sold out
Neo Ivy Capital Management0$00.00%−630−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−401−100.0%Sold out
Sierra Ocean, LLC0$00.00%−129−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−70−100.0%Sold out
Colonial Trust Co0$00.00%−47−100.0%Sold out
Richard W. Paul & Associates, LLC0$00.00%−35−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−30−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−25−100.0%Sold out
Private Wealth Management Group, LLC0$00.00%−25−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−19−100.0%Sold out
Cornerstone Planning Group LLC0$00.00%−10−100.0%Sold out
Quest Partners LLC0$00.00%−1−100.0%Sold out
Transce3nd, LLC0$00.00%−1−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Vise Technologies, Inc.––––Not filed
Global Retirement Partners, LLC––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed