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, Q3 2025
Institutional positions in Terex Corp as of Sep 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
- 332
- +8 vs. Q2 2025
- Shares held
- 66.8M
- +1.38M (+2.1%) vs. Q2 2025
- Total value
- $3.43B
- +$370.1M (+12.1%) vs. Q2 2025
- New holders
- 42
- 99 more added
- Sold out
- 34
- 125 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 3 | $153 | 0.00% | +1+50.0% | Added |
| HM Payson & Co | 5 | $257 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $308 | 0.00% | +2+50.0% | Added |
| SJS Investment Consulting Inc. | 8 | $411 | 0.00% | +7+700.0% | Added |
| Manchester Capital Management LLC | 10 | $513 | 0.00% | +10 | New |
| True Wealth Design, LLC | 12 | $616 | 0.00% | +2+20.0% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $650 | 0.00% | +4+44.4% | Added |
| South State Corp. | 15 | $770 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $770 | 0.00% | +7+87.5% | Added |
| JPL Wealth Management, LLC | 15 | $770 | 0.00% | +15 | New |
| Guerra Advisors Inc | 15 | $770 | 0.00% | +15 | New |
| Truvestments Capital LLC | 18 | $923 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $923 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 18 | $923 | 0.00% | +18 | New |
| Retirement Wealth Solutions LLC | 21 | $1.08K | 0.00% | +21 | New |
| Bare Financial Services, Inc | 26 | $1.33K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 35 | $1.80K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 35 | $1.80K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 39 | $2.00K | 0.00% | +39 | New |
| Parkside Financial Bank & Trust | 40 | $2.05K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 47 | $2.38K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 54 | $2.77K | 0.00% | +54 | New |
| Kilter Group LLC | 59 | $3.03K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 65 | $3.33K | 0.00% | +45+225.0% | Added |
| Global Retirement Partners, LLC | 68 | $3.49K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 74 | $3.80K | 0.00% | +10+15.6% | Added |
| Massmutual Trust Co FSB | 76 | $3.90K | 0.00% | −45−37.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 88 | $4.51K | 0.00% | +88 | New |
| Private Wealth Management Group, LLC | 89 | $4.57K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 94 | $4.84K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 114 | $5.00K | 0.00% | +35+44.3% | Added |
| Curat Global, LLC | 100 | $5.13K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 103 | $5.28K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 104 | $5.33K | 0.00% | +104 | New |
| Northwestern Mutual Wealth Management Co | 108 | $5.54K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 111 | $5.69K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 111 | $5.70K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 113 | $5.84K | 0.00% | +113 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $6.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 121 | $6.21K | 0.00% | −29−19.3% | Reduced |
| Clearstead Advisors, LLC | 123 | $6.31K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 123 | $6.31K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 139 | $7.13K | 0.00% | +139 | New |
| WPG Advisers, LLC | 152 | $7.80K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 153 | $7.85K | 0.00% | −5−3.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 165 | $8.46K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 178 | $9.13K | 0.00% | +2+1.1% | Added |
| CIBC Private Wealth Group, LLC | 183 | $9.39K | 0.00% | +35+23.6% | Added |
| Rothschild Investment LLC | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 214 | $11.0K | 0.01% | +214 | New |
| Allworth Financial LP | 237 | $12.2K | 0.00% | +37+18.5% | Added |
| N.E.W. Advisory Services LLC | 250 | $12.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 271 | $13.9K | 0.00% | −51−15.8% | Reduced |
| Essential Partners LLC | 296 | $15.2K | 0.01% | +85+40.3% | Added |
| Harbour Investments, Inc. | 307 | $15.7K | 0.00% | +307 | New |
| Simplex Trading, LLC | 333 | $17.0K | 0.00% | +333 | New |
| Farther Finance Advisors, LLC | 336 | $17.2K | 0.00% | +118+54.1% | Added |
| Wealthspire Advisors, LLC | 336 | $17.2K | 0.00% | +336 | New |
| Jones Financial Companies LLLP | 338 | $17.5K | 0.00% | +74+28.0% | Added |
| Westside Investment Management, Inc. | 360 | $18.6K | 0.00% | +180+100.0% | Added |
| NVWM, LLC | 380 | $19.5K | 0.00% | −42−10.0% | Reduced |
| Harvest Fund Management Co., Ltd | 391 | $20.0K | 0.00% | −1,211−75.6% | Reduced |
| Ancora Advisors, LLC | 400 | $20.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 437 | $22.4K | 0.00% | −153−25.9% | Reduced |
| GWM Advisors LLC | 440 | $22.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 467 | $24.0K | 0.00% | −1−0.2% | Reduced |
| Smartleaf Asset Management LLC | 486 | $24.9K | 0.00% | +413+565.8% | Added |
| 1620 Investment Advisors, Inc. | 498 | $25.5K | 0.02% | −1,352−73.1% | Reduced |
| LRI Investments, LLC | 576 | $29.5K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 617 | $31.7K | 0.00% | −126−17.0% | Reduced |
| Old Point Trust & Financial Services N A | 654 | $33.5K | 0.01% | −400−38.0% | Reduced |
| Canada Pension Plan Investment Board | 700 | $35.9K | 0.00% | −600−46.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 748 | $38.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 753 | $38.6K | 0.00% | −20−2.6% | Reduced |
| Bessemer Group Inc | 773 | $40.0K | 0.00% | +55+7.7% | Added |
| Capital Advisors, Ltd. LLC | 851 | $44.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 870 | $44.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,100 | $56.4K | 0.00% | −4−0.4% | Reduced |
| Signaturefd, LLC | 1,195 | $61.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,262 | $64.7K | 0.00% | −13−1.0% | Reduced |
| Rise Advisors, LLC | 1,274 | $65.3K | 0.02% | +664+108.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,325 | $68.0K | 0.00% | +100+8.2% | Added |
| Rockefeller Capital Management L.P. | 1,346 | $69.1K | 0.00% | +1,346 | New |
| GAMMA Investing LLC | 1,479 | $75.9K | 0.00% | +144+10.8% | Added |
| Principal Securities, Inc. | 1,586 | $81.4K | 0.00% | +29+1.9% | Added |
| Hantz Financial Services, Inc. | 1,641 | $84.0K | 0.00% | +951+137.8% | Added |
| STRS Ohio | 1,700 | $87.2K | 0.00% | −300−15.0% | Reduced |
| Group One Trading, L.P. | 1,843 | $94.5K | 0.00% | +1,843 | New |
| SRS Capital Advisors, Inc. | 1,935 | $99.3K | 0.00% | +1,177+155.3% | Added |
| Public Employees Retirement System of Ohio | 2,048 | $105.1K | 0.00% | +117+6.1% | Added |
| MAI Capital Management | 2,081 | $106.8K | 0.00% | −127−5.8% | Reduced |
| Covestor Ltd | 2,159 | $111.0K | 0.06% | −1,901−46.8% | Reduced |
| Ronald Blue Trust, Inc. | 2,235 | $114.7K | 0.00% | +365+19.5% | Added |
| KBC Group NV | 2,276 | $117.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,269 | $119.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,578 | $132.3K | 0.00% | +77+3.1% | Added |
| Shell Asset Management Co | 2,632 | $135.0K | 0.01% | −3,151−54.5% | Reduced |