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 |
|---|---|---|---|---|---|
| Callan Family Office, LLC | 6,020 | $281.1K | 0.01% | +6,020 | New |
| QRG Capital Management, Inc. | 5,954 | $278.0K | 0.00% | +368+6.6% | Added |
| Quadrant Capital Group LLC | 5,882 | $274.6K | 0.01% | −1,153−16.4% | Reduced |
| Shell Asset Management Co | 5,783 | $270.0K | 0.01% | −1,089−15.8% | Reduced |
| Mercer Global Advisors Inc | 5,619 | $262.4K | 0.00% | +5,619 | New |
| US Bancorp | 5,603 | $261.6K | 0.00% | +107+1.9% | Added |
| Optimize Financial Inc | 5,565 | $259.8K | 0.16% | −40−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,524 | $258.0K | 0.00% | −410−6.9% | Reduced |
| Erste Asset Management GmbH | 5,400 | $256.7K | 0.00% | +5,400 | New |
| CWM, LLC | 5,463 | $255.0K | 0.00% | −70,745−92.8% | Reduced |
| Kendall Capital Management | 5,460 | $254.9K | 0.07% | −1,060−16.3% | Reduced |
| Limestone Investment Advisors LP | – | $250.7K | 0.11% | – | New |
| Farringdon Capital, Ltd. | 5,350 | $249.8K | 0.08% | +5,350 | New |
| Wiley Bros.-Aintree Capital, LLC | 5,205 | $243.0K | 0.00% | −252−4.6% | Reduced |
| Wolverine Trading, LLC | 5,084 | $241.6K | 0.01% | +5,084 | New |
| Securian Asset Management, Inc | 4,949 | $231.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,890 | $228.3K | 0.00% | +4,890 | New |
| Sequoia Financial Advisors, LLC | 4,846 | $226.3K | 0.00% | +4,846 | New |
| Kestra Private Wealth Services, LLC | 4,765 | $222.5K | 0.00% | +4,765 | New |
| Advisor Group Holdings, Inc. | 4,761 | $222.0K | 0.00% | +10.0% | Added |
| Vestcor Inc | 4,708 | $220.0K | 0.01% | −12,600−72.8% | Reduced |
| Burney Co | 4,667 | $217.9K | 0.01% | −13,282−74.0% | Reduced |
| Shelton Capital Management | 4,574 | $213.6K | 0.00% | +4,574 | New |
| Stifel Financial Corp | 4,542 | $212.1K | 0.00% | −7,248−61.5% | Reduced |
| Jain Global LLC | 4,407 | $205.8K | 0.00% | −3,300−42.8% | Reduced |
| Covestor Ltd | 4,060 | $190.0K | 0.11% | +582+16.7% | Added |
| Parallel Advisors, LLC | 3,318 | $154.9K | 0.00% | +2,253+211.5% | Added |
| Amica Retiree Medical Trust | 3,050 | $142.0K | 0.20% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 2,887 | $134.8K | 0.04% | −17−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,501 | $116.8K | 0.00% | +380+17.9% | Added |
| KBC Group NV | 2,276 | $106.0K | 0.00% | −947−29.4% | Reduced |
| Whittier Trust Co | 2,269 | $105.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,208 | $103.1K | 0.00% | +127+6.1% | Added |
| STRS Ohio | 2,000 | $93.4K | 0.00% | +1,200+150.0% | Added |
| Public Employees Retirement System of Ohio | 1,931 | $90.2K | 0.00% | +142+7.9% | Added |
| Ronald Blue Trust, Inc. | 1,870 | $87.3K | 0.00% | +362+24.0% | Added |
| 1620 Investment Advisors, Inc. | 1,850 | $86.4K | 0.06% | −27−1.4% | Reduced |
| Sterling Capital Management LLC | 1,760 | $82.2K | 0.00% | +610+53.0% | Added |
| Harvest Fund Management Co., Ltd | 1,602 | $75.0K | 0.00% | +1,602 | New |
| Principal Securities, Inc. | 1,557 | $72.7K | 0.00% | −210−11.9% | Reduced |
| GAMMA Investing LLC | 1,335 | $62.3K | 0.00% | +26+2.0% | Added |
| Canada Pension Plan Investment Board | 1,300 | $60.7K | 0.00% | −1,000−43.5% | Reduced |
| Umb Bank N A | 1,275 | $59.5K | 0.00% | +543+74.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,225 | $57.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,195 | $55.8K | 0.00% | −978−45.0% | Reduced |
| Fifth Third Bancorp | 1,104 | $51.5K | 0.00% | +199+22.0% | Added |
| Skopos Labs, Inc. | 1,071 | $50.0K | 0.01% | +1,049+4,768.2% | Added |
| Old Point Trust & Financial Services N A | 1,054 | $49.2K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 870 | $40.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 851 | $40.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 773 | $36.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 758 | $35.4K | 0.00% | +727+2,345.2% | Added |
| Bryn Mawr Trust Co | 757 | $35.3K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 748 | $35.0K | 0.00% | +748 | New |
| Optiver Holding B.V. | 743 | $34.7K | 0.00% | +53+7.7% | Added |
| Bessemer Group Inc | 718 | $34.0K | 0.00% | +259+56.4% | Added |
| Hantz Financial Services, Inc. | 690 | $32.0K | 0.00% | +680+6,800.0% | Added |
| Rise Advisors, LLC | 610 | $28.5K | 0.01% | +241+65.3% | Added |
| EverSource Wealth Advisors, LLC | 590 | $27.5K | 0.00% | +369+167.0% | Added |
| LRI Investments, LLC | 576 | $26.9K | 0.00% | +131+29.4% | Added |
| Harbor Capital Advisors, Inc. | 512 | $24.0K | 0.00% | +122+31.3% | Added |
| Assetmark, Inc | 468 | $21.9K | 0.00% | −798−63.0% | Reduced |
| GWM Advisors LLC | 440 | $20.5K | 0.00% | +51+13.1% | Added |
| NVWM, LLC | 422 | $19.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $18.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 322 | $15.1K | 0.00% | +168+109.1% | Added |
| Jones Financial Companies LLLP | 264 | $12.5K | 0.00% | −30−10.2% | Reduced |
| 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 |
| Farther Finance Advisors, LLC | 218 | $10.2K | 0.00% | +9+4.3% | Added |
| Essential Partners LLC | 211 | $9.85K | 0.00% | +211 | 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 |
| Westside Investment Management, Inc. | 180 | $8.77K | 0.00% | +180 | New |
| Rialto Wealth Management, LLC | 176 | $8.22K | 0.00% | +17+10.7% | Added |
| Cherry Tree Wealth Management, LLC | 165 | $7.70K | 0.00% | −100−37.7% | Reduced |
| SBI Securities Co., Ltd. | 158 | $7.38K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 152 | $7.10K | 0.01% | +2+1.3% | Added |
| Bell Investment Advisors, Inc | 150 | $7.00K | 0.00% | +61+68.5% | Added |
| CIBC Private Wealth Group, LLC | 148 | $6.91K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 124 | $5.78K | 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 |
| 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 |
| WealthCollab, LLC | 111 | $5.18K | 0.00% | −71−39.0% | Reduced |
| Versant Capital Management, Inc | 111 | $5.18K | 0.00% | +14+14.4% | Added |
| Northwestern Mutual Wealth Management Co | 108 | $5.04K | 0.00% | +108 | New |
| Quarry LP | 107 | $5.00K | 0.00% | +78+269.0% | Added |
| Kestra Investment Management, LLC | 107 | $5.00K | 0.00% | +107 | New |
| UMA Financial Services, Inc. | 103 | $4.81K | 0.00% | +103 | New |
| Curat Global, LLC | 100 | $4.67K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 94 | $4.41K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 89 | $4.16K | 0.00% | +89 | New |
| Bokf, NA | 80 | $3.73K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 73 | $3.47K | 0.00% | −510−87.5% | Reduced |
| Global Retirement Partners, LLC | 68 | $3.17K | 0.00% | +68 | New |
| Hemington Wealth Management | 79 | $3.00K | 0.00% | +13+19.7% | Added |