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 |
|---|---|---|---|---|---|
| Barrow Hanley Mewhinney & Strauss LLC | 210 | $11.2K | 0.00% | +122+138.6% | Added |
| Essential Partners LLC | 208 | $11.1K | 0.00% | −88−29.7% | 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 |
| Rothschild Investment LLC | 189 | $10.1K | 0.00% | −11−5.5% | Reduced |
| Rialto Wealth Management, LLC | 178 | $9.50K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 169 | $9.02K | 0.00% | +101+148.5% | Added |
| Cherry Tree Wealth Management, LLC | 165 | $8.81K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 153 | $8.17K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 151 | $8.06K | 0.00% | +12+8.6% | Added |
| Kilter Group LLC | 130 | $6.94K | 0.00% | +71+120.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $6.66K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 123 | $6.57K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 121 | $6.46K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 119 | $6.35K | 0.00% | +8+7.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 114 | $6.08K | 0.00% | +114 | New |
| Key Financial Inc | 113 | $6.03K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 111 | $5.93K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 103 | $5.50K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $5.34K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 94 | $5.04K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 89 | $4.75K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 83 | $4.43K | 0.00% | +43+107.5% | Added |
| Godfrey Financial Associates, Inc. | 78 | $4.16K | 0.00% | +78 | New |
| International Assets Investment Management, LLC | 77 | $4.11K | 0.00% | +77 | New |
| Massmutual Trust Co FSB | 76 | $4.06K | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 75 | $4.00K | 0.00% | +75 | New |
| Capital Advisors, Ltd. LLC | 89 | $4.00K | 0.00% | −762−89.5% | Reduced |
| WPG Advisers, LLC | 72 | $3.84K | 0.00% | −80−52.6% | Reduced |
| Elyxium Wealth, LLC | 71 | $3.79K | 0.00% | +71 | New |
| SRS Capital Advisors, Inc. | 61 | $3.26K | 0.00% | −1,874−96.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 59 | $3.15K | 0.00% | +59 | New |
| JFS Wealth Advisors, LLC | 56 | $2.99K | 0.00% | +41+273.3% | Added |
| Sunbelt Securities, Inc. | 54 | $2.88K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 50 | $2.67K | 0.00% | −58−53.7% | Reduced |
| Rosenberg Matthew Hamilton | 47 | $2.48K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 41 | $2.17K | 0.00% | +41 | New |
| Fortitude Family Office, LLC | 37 | $1.98K | 0.00% | −37−50.0% | Reduced |
| Bare Financial Services, Inc | 36 | $1.92K | 0.00% | +10+38.5% | 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 |
| Retirement Wealth Solutions LLC | 34 | $1.81K | 0.00% | +13+61.9% | Added |
| Basecamp Wealth Advisors LLC | 31 | $1.66K | 0.00% | +31 | New |
| Quent Capital, LLC | 30 | $1.60K | 0.00% | −9−23.1% | Reduced |
| Manchester Capital Management LLC | 24 | $1.28K | 0.00% | +14+140.0% | Added |
| Atlantic Private Wealth, LLC | 20 | $1.07K | 0.00% | +20 | New |
| Sachetta, LLC | 20 | $1.07K | 0.00% | −45−69.2% | Reduced |
| Truvestments Capital LLC | 18 | $961 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $694 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 13 | $694 | 0.00% | +13 | New |
| True Wealth Design, LLC | 10 | $534 | 0.00% | −2−16.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 9 | $480 | 0.00% | +6+200.0% | Added |
| 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 |
| Dunhill Financial, LLC | 1 | $71 | 0.00% | +1 | New |
| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,334,668−100.0% | Sold out |
| Lodge Hill Capital, LLC | 0 | $0 | 0.00% | −529,450−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −116,920−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −98,375−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −77,000−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −49,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −42,475−100.0% | Sold out |
| Waterfront Wealth Inc. | 0 | $0 | 0.00% | −39,694−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Profit Investment Management, LLC | 0 | $0 | 0.00% | −32,928−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −29,107−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −28,724−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −27,812−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −24,322−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −24,266−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,477−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −7,465−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −6,250−100.0% | Sold out |
| Kendall Capital Management | 0 | $0 | 0.00% | −5,350−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −4,824−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −4,561−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −4,125−100.0% | Sold out |
| Lyell Wealth Management, LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −1,586−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −1,274−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Amica Retiree Medical Trust | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |
| Guerra Advisors Inc | – | – | – | – | Not filed |