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, Q2 2025
Institutional positions in Terex Corp as of Jun 30, 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
- 327
- −3 vs. Q1 2025
- Shares held
- 66.0M
- +190.1K (+0.3%) vs. Q1 2025
- Total value
- $3.08B
- +$598.9M (+24.1%) vs. Q1 2025
- New holders
- 45
- 112 more added
- Sold out
- 48
- 117 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Stephens Consulting, LLC | 1 | $47 | 0.00% | −29−96.7% | Reduced |
| SJS Investment Consulting Inc. | 1 | $47 | 0.00% | −4−80.0% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $93 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $93 | 0.00% | +1+100.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 2 | $101 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 4 | $187 | 0.00% | +3+300.0% | Added |
| HM Payson & Co | 5 | $234 | 0.00% | −1,580−99.7% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $374 | 0.00% | −40−83.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $421 | 0.00% | −1−10.0% | Reduced |
| True Wealth Design, LLC | 10 | $467 | 0.00% | −14−58.3% | Reduced |
| South State Corp. | 15 | $701 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 18 | $840 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $840 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $934 | 0.00% | −28−58.3% | Reduced |
| WealthTrak Capital Management LLC | 20 | $934 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 21 | $980 | 0.00% | +21 | New |
| Bare Financial Services, Inc | 26 | $1.21K | 0.00% | +26 | New |
| Huntington National Bank | 35 | $1.63K | 0.00% | +23+191.7% | Added |
| Prestige Wealth Management Group LLC | 35 | $1.64K | 0.00% | +10+40.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 36 | $1.68K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $1.87K | 0.00% | −5−11.1% | Reduced |
| Geneos Wealth Management Inc. | 42 | $1.96K | 0.00% | +12+40.0% | Added |
| Rosenberg Matthew Hamilton | 47 | $2.17K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 51 | $2.38K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 59 | $2.75K | 0.00% | +59 | New |
| Fortitude Family Office, LLC | 64 | $2.99K | 0.00% | +64 | New |
| Hemington Wealth Management | 79 | $3.00K | 0.00% | +13+19.7% | Added |
| Global Retirement Partners, LLC | 68 | $3.17K | 0.00% | +68 | New |
| Smartleaf Asset Management LLC | 73 | $3.47K | 0.00% | −510−87.5% | Reduced |
| Bokf, NA | 80 | $3.73K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 89 | $4.16K | 0.00% | +89 | New |
| Jackson, Grant Investment Advisers, Inc. | 94 | $4.41K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $4.67K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 103 | $4.81K | 0.00% | +103 | New |
| Quarry LP | 107 | $5.00K | 0.00% | +78+269.0% | Added |
| Kestra Investment Management, LLC | 107 | $5.00K | 0.00% | +107 | New |
| Northwestern Mutual Wealth Management Co | 108 | $5.04K | 0.00% | +108 | New |
| WealthCollab, LLC | 111 | $5.18K | 0.00% | −71−39.0% | Reduced |
| Versant Capital Management, Inc | 111 | $5.18K | 0.00% | +14+14.4% | Added |
| Massmutual Trust Co FSB | 121 | $5.65K | 0.00% | −250−67.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $5.65K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 123 | $5.74K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 123 | $5.74K | 0.00% | +123 | New |
| Quest Partners LLC | 123 | $5.74K | 0.00% | +123 | New |
| Godsey & Gibb Associates | 124 | $5.78K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 148 | $6.91K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 150 | $7.00K | 0.00% | +61+68.5% | Added |
| WPG Advisers, LLC | 152 | $7.10K | 0.01% | +2+1.3% | Added |
| SBI Securities Co., Ltd. | 158 | $7.38K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 165 | $7.70K | 0.00% | −100−37.7% | Reduced |
| Rialto Wealth Management, LLC | 176 | $8.22K | 0.00% | +17+10.7% | Added |
| Westside Investment Management, Inc. | 180 | $8.77K | 0.00% | +180 | New |
| Federation des caisses Desjardins du Quebec | 200 | $9.34K | 0.00% | +25+14.3% | Added |
| Allworth Financial LP | 200 | $9.34K | 0.00% | +25+14.3% | Added |
| Rothschild Investment LLC | 200 | $9.34K | 0.00% | +40+25.0% | Added |
| Essential Partners LLC | 211 | $9.85K | 0.00% | +211 | New |
| Farther Finance Advisors, LLC | 218 | $10.2K | 0.00% | +9+4.3% | Added |
| N.E.W. Advisory Services LLC | 250 | $11.7K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 250 | $11.7K | 0.00% | +250 | New |
| Jones Financial Companies LLLP | 264 | $12.5K | 0.00% | −30−10.2% | Reduced |
| IFP Advisors, Inc | 322 | $15.1K | 0.00% | +168+109.1% | Added |
| Ancora Advisors, LLC | 400 | $18.7K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 422 | $19.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 440 | $20.5K | 0.00% | +51+13.1% | Added |
| Assetmark, Inc | 468 | $21.9K | 0.00% | −798−63.0% | Reduced |
| Harbor Capital Advisors, Inc. | 512 | $24.0K | 0.00% | +122+31.3% | Added |
| LRI Investments, LLC | 576 | $26.9K | 0.00% | +131+29.4% | Added |
| EverSource Wealth Advisors, LLC | 590 | $27.5K | 0.00% | +369+167.0% | Added |
| Rise Advisors, LLC | 610 | $28.5K | 0.01% | +241+65.3% | Added |
| Hantz Financial Services, Inc. | 690 | $32.0K | 0.00% | +680+6,800.0% | Added |
| Bessemer Group Inc | 718 | $34.0K | 0.00% | +259+56.4% | Added |
| Optiver Holding B.V. | 743 | $34.7K | 0.00% | +53+7.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 748 | $35.0K | 0.00% | +748 | New |
| Bryn Mawr Trust Co | 757 | $35.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 758 | $35.4K | 0.00% | +727+2,345.2% | Added |
| Private Trust Co NA | 773 | $36.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 851 | $40.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 870 | $40.6K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,054 | $49.2K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,071 | $50.0K | 0.01% | +1,049+4,768.2% | Added |
| Fifth Third Bancorp | 1,104 | $51.5K | 0.00% | +199+22.0% | Added |
| Signaturefd, LLC | 1,195 | $55.8K | 0.00% | −978−45.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,225 | $57.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,275 | $59.5K | 0.00% | +543+74.2% | Added |
| Canada Pension Plan Investment Board | 1,300 | $60.7K | 0.00% | −1,000−43.5% | Reduced |
| GAMMA Investing LLC | 1,335 | $62.3K | 0.00% | +26+2.0% | Added |
| Principal Securities, Inc. | 1,557 | $72.7K | 0.00% | −210−11.9% | Reduced |
| Harvest Fund Management Co., Ltd | 1,602 | $75.0K | 0.00% | +1,602 | New |
| Sterling Capital Management LLC | 1,760 | $82.2K | 0.00% | +610+53.0% | Added |
| 1620 Investment Advisors, Inc. | 1,850 | $86.4K | 0.06% | −27−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,870 | $87.3K | 0.00% | +362+24.0% | Added |
| Public Employees Retirement System of Ohio | 1,931 | $90.2K | 0.00% | +142+7.9% | Added |
| STRS Ohio | 2,000 | $93.4K | 0.00% | +1,200+150.0% | Added |
| MAI Capital Management | 2,208 | $103.1K | 0.00% | +127+6.1% | Added |
| Whittier Trust Co | 2,269 | $105.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,276 | $106.0K | 0.00% | −947−29.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,501 | $116.8K | 0.00% | +380+17.9% | Added |
| Westend Capital Management, LLC | 2,887 | $134.8K | 0.04% | −17−0.6% | Reduced |
| Amica Retiree Medical Trust | 3,050 | $142.0K | 0.20% | 00.0% | Unchanged |