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, Q4 2025
Institutional positions in Terex Corp as of Dec 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
- 357
- +32 vs. Q3 2025
- Shares held
- 71.6M
- +4.84M (+7.3%) vs. Q3 2025
- Total value
- $3.83B
- +$402.5M (+11.7%) vs. Q3 2025
- New holders
- 68
- 113 more added
- Sold out
- 36
- 124 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $71 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 5 | $267 | 0.00% | −3−37.5% | Reduced |
| HFM Investment Advisors, LLC | 5 | $267 | 0.00% | −1−16.7% | Reduced |
| HM Payson & Co | 5 | $267 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $480 | 0.00% | +6+200.0% | Added |
| True Wealth Design, LLC | 10 | $534 | 0.00% | −2−16.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $694 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 13 | $694 | 0.00% | +13 | New |
| Truvestments Capital LLC | 18 | $961 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $1.07K | 0.00% | −45−69.2% | Reduced |
| Atlantic Private Wealth, LLC | 20 | $1.07K | 0.00% | +20 | New |
| Manchester Capital Management LLC | 24 | $1.28K | 0.00% | +14+140.0% | Added |
| Quent Capital, LLC | 30 | $1.60K | 0.00% | −9−23.1% | Reduced |
| Basecamp Wealth Advisors LLC | 31 | $1.66K | 0.00% | +31 | New |
| Retirement Wealth Solutions LLC | 34 | $1.81K | 0.00% | +13+61.9% | Added |
| Huntington National Bank | 35 | $1.87K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 35 | $1.87K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 36 | $1.92K | 0.00% | +10+38.5% | Added |
| Fortitude Family Office, LLC | 37 | $1.98K | 0.00% | −37−50.0% | Reduced |
| Torren Management, LLC | 41 | $2.17K | 0.00% | +41 | New |
| Rosenberg Matthew Hamilton | 47 | $2.48K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 50 | $2.67K | 0.00% | −58−53.7% | Reduced |
| Sunbelt Securities, Inc. | 54 | $2.88K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 56 | $2.99K | 0.00% | +41+273.3% | Added |
| Keating Financial Advisory Services, Inc. | 59 | $3.15K | 0.00% | +59 | New |
| SRS Capital Advisors, Inc. | 61 | $3.26K | 0.00% | −1,874−96.8% | Reduced |
| Elyxium Wealth, LLC | 71 | $3.79K | 0.00% | +71 | New |
| WPG Advisers, LLC | 72 | $3.84K | 0.00% | −80−52.6% | Reduced |
| Capital Advisors, Ltd. LLC | 89 | $4.00K | 0.00% | −762−89.5% | Reduced |
| Navalign, LLC | 75 | $4.00K | 0.00% | +75 | New |
| Massmutual Trust Co FSB | 76 | $4.06K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 77 | $4.11K | 0.00% | +77 | New |
| Godfrey Financial Associates, Inc. | 78 | $4.16K | 0.00% | +78 | New |
| Parkside Financial Bank & Trust | 83 | $4.43K | 0.00% | +43+107.5% | Added |
| Private Wealth Management Group, LLC | 89 | $4.75K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 94 | $5.04K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $5.34K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 103 | $5.50K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 111 | $5.93K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 113 | $6.03K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 114 | $6.08K | 0.00% | +114 | New |
| Versant Capital Management, Inc | 119 | $6.35K | 0.00% | +8+7.2% | Added |
| Bell Investment Advisors, Inc | 121 | $6.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 123 | $6.57K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $6.66K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 130 | $6.94K | 0.00% | +71+120.3% | Added |
| Root Financial Partners, LLC | 151 | $8.06K | 0.00% | +12+8.6% | Added |
| SBI Securities Co., Ltd. | 153 | $8.17K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 165 | $8.81K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 169 | $9.02K | 0.00% | +101+148.5% | Added |
| Rialto Wealth Management, LLC | 178 | $9.50K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 189 | $10.1K | 0.00% | −11−5.5% | Reduced |
| Danske Bank A/S | 200 | $10.7K | 0.00% | −20,148−99.0% | Reduced |
| Sunrise Financial Services, LLC | 200 | $10.7K | 0.01% | +200 | New |
| Essential Partners LLC | 208 | $11.1K | 0.00% | −88−29.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 210 | $11.2K | 0.00% | +122+138.6% | Added |
| N.E.W. Advisory Services LLC | 251 | $13.4K | 0.00% | +1+0.4% | Added |
| Allworth Financial LP | 251 | $13.4K | 0.00% | +14+5.9% | Added |
| Clearstead Advisors, LLC | 290 | $15.5K | 0.00% | +167+135.8% | Added |
| Eurizon Capital SGR S.p.A. | 303 | $16.2K | 0.00% | +303 | New |
| Harbour Investments, Inc. | 308 | $16.4K | 0.00% | +1+0.3% | Added |
| Los Angeles Capital Management LLC | 353 | $16.7K | 0.00% | +353 | New |
| IFP Advisors, Inc | 315 | $16.8K | 0.00% | +44+16.2% | Added |
| Farther Finance Advisors, LLC | 368 | $19.6K | 0.00% | +32+9.5% | Added |
| CIBC Private Wealth Group, LLC | 372 | $19.9K | 0.00% | +189+103.3% | Added |
| Westside Investment Management, Inc. | 370 | $20.3K | 0.00% | +10+2.8% | Added |
| Assetmark, Inc | 383 | $20.4K | 0.00% | −84−18.0% | Reduced |
| Ancora Advisors, LLC | 400 | $21.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 400 | $21.4K | 0.00% | +400 | New |
| EverSource Wealth Advisors, LLC | 406 | $21.7K | 0.00% | −31−7.1% | Reduced |
| GWM Advisors LLC | 439 | $23.4K | 0.00% | −1−0.2% | Reduced |
| Optiver Holding B.V. | 467 | $24.9K | 0.00% | −150−24.3% | Reduced |
| 1620 Investment Advisors, Inc. | 468 | $25.0K | 0.02% | −30−6.0% | Reduced |
| Smartleaf Asset Management LLC | 487 | $26.2K | 0.00% | +1+0.2% | Added |
| LRI Investments, LLC | 576 | $30.7K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 654 | $34.9K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 691 | $36.9K | 0.00% | +691 | New |
| Jones Financial Companies LLLP | 699 | $37.3K | 0.00% | +361+106.8% | Added |
| Private Trust Co NA | 753 | $40.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 773 | $42.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 870 | $46.4K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,067 | $57.0K | 0.00% | +319+42.6% | Added |
| Fifth Third Bancorp | 1,149 | $61.3K | 0.00% | +49+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,225 | $65.4K | 0.00% | −100−7.5% | Reduced |
| Signaturefd, LLC | 1,262 | $67.4K | 0.00% | +67+5.6% | Added |
| Umb Bank N A | 1,451 | $77.5K | 0.00% | +189+15.0% | Added |
| STRS Ohio | 1,500 | $80.1K | 0.00% | −200−11.8% | Reduced |
| GAMMA Investing LLC | 1,597 | $85.2K | 0.00% | +118+8.0% | Added |
| Quarry LP | 1,657 | $88.5K | 0.01% | +1,657 | New |
| Rockefeller Capital Management L.P. | 1,773 | $94.7K | 0.00% | +427+31.7% | Added |
| Hantz Financial Services, Inc. | 2,013 | $107.0K | 0.00% | +372+22.7% | Added |
| Covestor Ltd | 2,033 | $108.0K | 0.06% | −126−5.8% | Reduced |
| MAI Capital Management | 2,095 | $111.8K | 0.00% | +14+0.7% | Added |
| Ronald Blue Trust, Inc. | 2,111 | $112.7K | 0.00% | −124−5.5% | Reduced |
| Public Employees Retirement System of Ohio | 2,130 | $113.7K | 0.00% | +82+4.0% | Added |
| KBC Group NV | 2,276 | $121.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,269 | $133.2K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 2,564 | $136.9K | 0.02% | +2,564 | New |
| The PNC Financial Services Group, Inc. | 2,609 | $139.3K | 0.00% | +31+1.2% | Added |