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Livermore
Livermore
ZHEN

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, Q1 2026

Institutional positions in Terex Corp as of Mar 31, 2026. 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
473
+124 vs. Q4 2025
Shares held
111.8M
+47.5M (+74.0%) vs. Q4 2025
Total value
$6.59B
+$3.15B (+91.8%) vs. Q4 2025
New holders
165
197 more added
Sold out
41
66 more reduced

8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 473 institutions
Q1 2021: 277 institutionsQ2 2021: 268 institutionsQ3 2021: 283 institutionsQ4 2021: 283 institutionsQ1 2022: 279 institutionsQ2 2022: 261 institutionsQ3 2022: 274 institutionsQ4 2022: 311 institutionsQ1 2023: 359 institutionsQ2 2023: 382 institutionsQ3 2023: 393 institutionsQ4 2023: 402 institutionsQ1 2024: 388 institutionsQ2 2024: 372 institutionsQ3 2024: 382 institutionsQ4 2024: 350 institutionsQ1 2025: 333 institutionsQ2 2025: 327 institutionsQ3 2025: 332 institutionsQ4 2025: 357 institutionsQ1 2026: 473 institutionsQ2 2026: 484 institutions
Value heldQ1 2026: $6.59B
Q1 2021: $2.72BQ2 2021: $2.87BQ3 2021: $2.54BQ4 2021: $2.63BQ1 2022: $2.17BQ2 2022: $1.64BQ3 2022: $1.77BQ4 2022: $2.57BQ1 2023: $3.04BQ2 2023: $3.81BQ3 2023: $3.63BQ4 2023: $3.57BQ1 2024: $3.97BQ2 2024: $3.62BQ3 2024: $3.37BQ4 2024: $3.00BQ1 2025: $2.49BQ2 2025: $3.08BQ3 2025: $3.43BQ4 2025: $3.83BQ1 2026: $6.59BQ2 2026: $8.46B
Institutions holding TEX and their total value by quarter
QuarterHoldersValue
Q2 2026484$8.46B
Q1 2026473$6.59B
Q4 2025357$3.83B
Q3 2025332$3.43B
Q2 2025327$3.08B
Q1 2025333$2.49B
Q4 2024350$3.00B
Q3 2024382$3.37B
Q2 2024372$3.62B
Q1 2024388$3.97B
Q4 2023402$3.57B
Q3 2023393$3.63B
Q2 2023382$3.81B
Q1 2023359$3.04B
Q4 2022311$2.57B
Q3 2022274$1.77B
Q2 2022261$1.64B
Q1 2022279$2.17B
Q4 2021283$2.63B
Q3 2021283$2.54B
Q2 2021268$2.87B
Q1 2021277$2.72B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q4 2025.

Institutions holding TEX in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth14$00.00%00.0%Unchanged
Raffa Wealth Management, LLC1$590.00%+1New
Curio Wealth, LLC1$590.00%+1New
Cornerstone Planning Group LLC1$610.00%+1New
Vermillion Wealth Management, Inc.2$1180.00%+2New
Dunhill Financial, LLC2$1330.00%+1+100.0%Added
CoreCap Advisors, LLC3$1770.00%−397−99.3%Reduced
SHP Wealth Management3$1770.00%+3New
HM Payson & Co5$2960.00%00.0%Unchanged
HFM Investment Advisors, LLC5$2960.00%00.0%Unchanged
Larson Financial Group LLC7$4140.00%+7New
Cornerstone Financial Management LLC7$4140.00%+7New
Financial Consulate, Inc9$5320.00%+9New
Bay Harbor Wealth Management, LLC12$7090.00%+3+33.3%Added
Advocate Investing Services LLC13$7680.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.13$7690.00%00.0%Unchanged
JPL Wealth Management, LLC15$8870.00%+15New
Sunbelt Securities, Inc.17$1.00K0.00%−37−68.5%Reduced
Truvestments Capital LLC18$1.06K0.00%00.0%Unchanged
Torren Management, LLC18$1.09K0.00%−23−56.1%Reduced
Jackson, Grant Investment Advisers, Inc.24$1.39K0.00%−70−74.5%Reduced
Manchester Capital Management LLC24$1.42K0.00%00.0%Unchanged
Clearstead Advisors, LLC25$1.48K0.00%−265−91.4%Reduced
Twin Peaks Wealth Advisors, LLC25$1.48K0.00%+25New
High Note Wealth, LLC29$1.71K0.00%+29New
Quent Capital, LLC30$1.77K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC31$1.83K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC34$2.01K0.00%00.0%Unchanged
SJS Investment Consulting Inc.34$2.01K0.00%+29+580.0%Added
Prestige Wealth Management Group LLC35$2.07K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton47$2.75K0.00%00.0%Unchanged
Zions Bancorporation, National Association47$2.78K0.00%+47New
Sachetta, LLC49$2.90K0.00%+29+145.0%Added
Northwestern Mutual Wealth Management Co52$3.07K0.00%+2+4.0%Added
MidFirst Bank56$3.31K0.00%+56New
JFS Wealth Advisors, LLC56$3.31K0.00%00.0%Unchanged
Manning & Napier Advisors LLC67$3.68K0.00%+67New
Bare Financial Services, Inc65$3.84K0.00%+29+80.6%Added
Intentional Wealth Strategies, LLC65$3.84K0.00%+65New
Godfrey Financial Associates, Inc.78$4.61K0.00%00.0%Unchanged
International Assets Investment Management, LLC77$4.64K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.81$4.79K0.00%+22+37.3%Added
CVA Family Office, LLC81$4.79K0.00%+81New
Parkside Financial Bank & Trust83$4.91K0.00%00.0%Unchanged
Private Wealth Management Group, LLC89$5.26K0.00%00.0%Unchanged
Rossby Financial, LCC89$5.37K0.00%+89New
WPG Advisers, LLC94$5.55K0.00%+22+30.6%Added
Danske Bank A/S100$5.91K0.00%−100−50.0%Reduced
UMA Financial Services, Inc.103$6.09K0.00%00.0%Unchanged
J.Safra Asset Management Corp109$6.44K0.00%+109New
Eurizon Capital SGR S.p.A.118$6.51K0.00%−185−61.1%Reduced
Key Financial Inc113$6.68K0.00%00.0%Unchanged
MCF Advisors LLC115$6.80K0.00%+115New
Private Wealth Asset Management, LLC123$7.27K0.00%00.0%Unchanged
Signature Equity Partners, LLC124$7.33K0.00%+124New
Huntington National Bank124$7.33K0.00%+89+254.3%Added
Bell Investment Advisors, Inc142$8.39K0.00%+21+17.4%Added
Massmutual Trust Co FSB143$8.45K0.00%+67+88.2%Added
Owl Creek Wealth Partners LLC159$9.40K0.00%+159New
SBI Securities Co., Ltd.161$9.52K0.00%+8+5.2%Added
Cherry Tree Wealth Management, LLC165$9.75K0.00%00.0%Unchanged
Harbour Investments, Inc.183$10.8K0.00%−125−40.6%Reduced
Rialto Wealth Management, LLC193$11.4K0.00%+15+8.4%Added
Acumen Wealth Advisors, LLC196$11.6K0.00%+196New
True Wealth Design, LLC199$11.8K0.00%+189+1,890.0%Added
Barrow Hanley Mewhinney & Strauss LLC210$12.4K0.00%00.0%Unchanged
Decker Retirement Planning Inc.215$12.7K0.01%+215New
GWM Advisors LLC216$12.8K0.00%−223−50.8%Reduced
Root Financial Partners, LLC245$14.5K0.00%+94+62.3%Added
N.E.W. Advisory Services LLC252$14.9K0.00%+1+0.4%Added
Kilter Group LLC254$15.0K0.01%+124+95.4%Added
WealthCollab, LLC321$19.0K0.01%+210+189.2%Added
Ameritas Advisory Services, LLC350$20.7K0.00%+350New
RWM Asset Management, LLC360$21.3K0.00%+360New
Westside Investment Management, Inc.370$21.7K0.00%00.0%Unchanged
Fortitude Family Office, LLC370$21.9K0.00%+333+900.0%Added
Bayforest Capital Ltd372$22.0K0.02%−4,640−92.6%Reduced
SRS Capital Advisors, Inc.377$22.3K0.00%+316+518.0%Added
LRI Investments, LLC380$22.5K0.00%−196−34.0%Reduced
Rothschild Investment LLC384$22.7K0.00%+195+103.2%Added
Ancora Advisors, LLC400$23.6K0.00%00.0%Unchanged
Assetmark, Inc440$26.0K0.00%+57+14.9%Added
1620 Investment Advisors, Inc.468$27.7K0.02%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.483$28.5K0.00%+362+299.2%Added
Versant Capital Management, Inc517$30.6K0.00%+398+334.5%Added
Essential Partners LLC564$33.3K0.01%+356+171.2%Added
Los Angeles Capital Management LLC568$33.6K0.00%+215+60.9%Added
McGuire Capital Advisors Inc570$33.7K0.02%+570New
Old Point Trust & Financial Services N A654$38.7K0.01%00.0%Unchanged
Community Financial Services Group, LLC650$39.2K0.01%+650New
Private Trust Co NA753$44.5K0.00%00.0%Unchanged
Allworth Financial LP772$45.6K0.00%+521+207.6%Added
Optiver Holding B.V.782$46.2K0.00%+315+67.5%Added
Cassaday & Co Wealth Management LLC802$47.4K0.00%+802New
Capital Advisors, Ltd. LLC851$50.0K0.01%+762+856.2%Added
Harbor Capital Advisors, Inc.860$51.0K0.00%+860New
Nomura Asset Management Co Ltd870$51.4K0.00%00.0%Unchanged
McIlrath & Eck, LLC909$53.7K0.00%+909New
Employees Retirement System of Texas1,067$63.0K0.00%+1,067New
EverSource Wealth Advisors, LLC1,100$65.0K0.00%+694+170.9%Added