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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1,151 | $69.4K | 0.00% | +783+212.8% | Added |
| Covestor Ltd | 1,211 | $72.0K | 0.05% | −822−40.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,225 | $72.4K | 0.00% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 1,350 | $79.8K | 0.03% | +1,350 | New |
| Signaturefd, LLC | 1,429 | $84.5K | 0.00% | +167+13.2% | Added |
| Smartleaf Asset Management LLC | 1,567 | $86.0K | 0.00% | +1,080+221.8% | Added |
| Kemnay Advisory Services Inc. | 1,548 | $91.5K | 0.01% | −1,016−39.6% | Reduced |
| Group One Trading, L.P. | 1,579 | $93.3K | 0.00% | −10,004−86.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,643 | $97.1K | 0.00% | −468−22.2% | Reduced |
| Umb Bank N A | 1,651 | $97.6K | 0.00% | +200+13.8% | Added |
| IFP Advisors, Inc | 2,001 | $118.3K | 0.00% | +1,686+535.2% | Added |
| Quarry LP | 2,098 | $124.0K | 0.02% | +441+26.6% | Added |
| GAMMA Investing LLC | 2,129 | $125.8K | 0.01% | +532+33.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,169 | $128.2K | 0.00% | +2,169 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,222 | $131.3K | 0.01% | +2,108+1,849.1% | Added |
| Rockefeller Capital Management L.P. | 2,238 | $132.3K | 0.00% | +465+26.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,279 | $134.7K | 0.00% | +1,212+113.6% | Added |
| Whittier Trust Co | 2,269 | $135.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,329 | $137.6K | 0.00% | +234+11.2% | Added |
| Sterling Capital Management LLC | 2,465 | $145.7K | 0.00% | −1,290−34.4% | Reduced |
| Harvest Fund Management Co., Ltd | 2,509 | $148.0K | 0.01% | +2,509 | New |
| Public Employees Retirement System of Ohio | 2,585 | $152.8K | 0.00% | +455+21.4% | Added |
| Horizon Investments, LLC | 2,666 | $157.6K | 0.00% | +2,666 | New |
| Westend Capital Management, LLC | 2,710 | $160.2K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,710 | $160.2K | 0.00% | +2,710 | New |
| Hantz Financial Services, Inc. | 3,300 | $195.0K | 0.00% | +1,287+63.9% | Added |
| Delta Capital Management LLC | 3,390 | $200.0K | 0.11% | +3,390 | New |
| Bessemer Group Inc | 3,432 | $202.0K | 0.00% | +2,659+344.0% | Added |
| Keybank National Association | 3,420 | $202.1K | 0.00% | +3,420 | New |
| RMB Capital Management, LLC | 3,455 | $204.2K | 0.00% | +3,455 | New |
| Parr McKnight Wealth Management Group, LLC | 3,515 | $207.7K | 0.03% | +3,515 | New |
| Brown Advisory Inc | 3,532 | $208.7K | 0.00% | +3,532 | New |
| Principle Wealth Partners LLC | 3,571 | $211.0K | 0.01% | +3,571 | New |
| Measured Wealth Private Client Group, LLC | 3,578 | $211.5K | 0.06% | +3,578 | New |
| Equitable Trust Co | 3,586 | $211.9K | 0.01% | +3,586 | New |
| Ballentine Partners, LLC | 3,635 | $214.8K | 0.00% | +3,635 | New |
| Everence Capital Management Inc | 3,663 | $216.0K | 0.01% | +3,663 | New |
| Parallel Advisors, LLC | 3,684 | $217.8K | 0.00% | +407+12.4% | Added |
| IMC-Chicago, LLC | 3,688 | $218.0K | 0.00% | −9,692−72.4% | Reduced |
| Janney Montgomery Scott LLC | 3,712 | $219.0K | 0.00% | −730−16.4% | Reduced |
| CI Private Wealth, LLC | 3,716 | $219.6K | 0.00% | −976−20.8% | Reduced |
| Gilpin Wealth Management, LLC | 3,750 | $221.6K | 0.18% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,904 | $230.7K | 0.00% | −740−15.9% | Reduced |
| KBC Group NV | 3,950 | $233.0K | 0.00% | +1,674+73.6% | Added |
| Guggenheim Capital LLC | 3,943 | $233.0K | 0.00% | +3,943 | New |
| Amundi | 3,958 | $233.9K | 0.00% | +3,958 | New |
| Brucke Financial, Inc. | 3,958 | $233.9K | 0.12% | +3,958 | New |
| Integrated Wealth Concepts LLC | 4,007 | $236.8K | 0.00% | +4,007 | New |
| Profund Advisors LLC | 4,073 | $240.7K | 0.01% | +4,073 | New |
| The PNC Financial Services Group, Inc. | 4,082 | $241.2K | 0.00% | +1,473+56.5% | Added |
| Crossmark Global Holdings, Inc. | 4,194 | $247.9K | 0.00% | +236+6.0% | Added |
| Blue Chip Partners, Inc. | 4,232 | $250.1K | 0.02% | +4,232 | New |
| Greenleaf Trust | 4,261 | $251.8K | 0.00% | +57+1.4% | Added |
| DRW Securities, LLC | 4,281 | $253.0K | 0.01% | +4,281 | New |
| Mirabella Financial Services LLP | 4,309 | $254.7K | 0.02% | −6,254−59.2% | Reduced |
| D.A. Davidson & Co. | 4,354 | $257.3K | 0.00% | +4,354 | New |
| Independent Financial Group, LLC | 4,363 | $257.9K | 0.01% | +4,363 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,383 | $259.0K | 0.00% | +4,383 | New |
| Brinker Capital Investments, LLC | 4,419 | $261.1K | 0.00% | +4,419 | New |
| Resonant Capital Advisors, LLC | 4,552 | $269.0K | 0.01% | +4,552 | New |
| Persium Advisors, LLC | 4,605 | $272.2K | 0.21% | +4,605 | New |
| GW Henssler & Associates Ltd | 4,616 | $272.8K | 0.01% | +4,616 | New |
| Ensign Peak Advisors, Inc | 4,743 | $280.3K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 4,767 | $281.7K | 0.06% | +4,767 | New |
| CAPROCK Group, Inc. | 4,772 | $282.1K | 0.01% | +4,772 | New |
| Contravisory Investment Management, Inc. | 4,800 | $283.7K | 0.06% | +4,800 | New |
| RSM US Wealth Management LLC | 4,866 | $287.6K | 0.00% | −1,545−24.1% | Reduced |
| United Capital Financial Advisers, LLC | 4,924 | $291.0K | 0.00% | +4,924 | New |
| Armistice Capital, LLC | 4,934 | $291.6K | 0.01% | +4,934 | New |
| Optivise Advisory Services LLC | 4,950 | $292.5K | 0.18% | +4,950 | New |
| Brighton Jones LLC | 4,964 | $293.4K | 0.01% | +4,964 | New |
| Concentric Capital Strategies, LP | 5,068 | $299.5K | 0.03% | +5,068 | New |
| Abacus Wealth Partners, LLC | 5,269 | $311.4K | 0.03% | +5,269 | New |
| Empowered Funds, LLC | 5,324 | $314.6K | 0.00% | +5,324 | New |
| National Bank of Canada | 5,406 | $319.6K | 0.00% | +1,111+25.9% | Added |
| Fieldview Capital Management, LLC | 5,415 | $320.0K | 0.09% | −30,144−84.8% | Reduced |
| Sequoia Financial Advisors, LLC | 5,423 | $320.5K | 0.00% | −823−13.2% | Reduced |
| AlphaGrep UK Ltd | 5,788 | $342.1K | 0.10% | +1,431+32.8% | Added |
| Atria Investments LLC | 5,899 | $348.6K | 0.00% | +5,899 | New |
| Shelton Capital Management | 5,903 | $348.9K | 0.01% | +1,329+29.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,069 | $358.7K | 0.02% | +6,069 | New |
| Callan Family Office, LLC | 6,070 | $358.7K | 0.01% | −323−5.1% | Reduced |
| Merit Financial Group, LLC | 6,121 | $361.7K | 0.00% | +6,121 | New |
| Systematic Alpha Investments, LLC | 6,375 | $376.8K | 0.01% | +6,375 | New |
| Quadrant Capital Group LLC | 6,437 | $380.4K | 0.01% | +30+0.5% | Added |
| Vontobel Holding Ltd. | 6,508 | $384.6K | 0.00% | +6,508 | New |
| Oxford Wealth Group, LLC | 6,602 | $390.2K | 0.21% | +6,602 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,739 | $398.2K | 0.00% | −39−0.6% | Reduced |
| Mission Wealth Management, LP | 6,818 | $402.9K | 0.01% | +6,818 | New |
| Planning Center, Inc. | 6,869 | $406.0K | 0.04% | +6,869 | New |
| DnB Asset Management AS | 6,963 | $411.5K | 0.00% | +6,963 | New |
| Kestra Private Wealth Services, LLC | 6,980 | $412.5K | 0.01% | +20+0.3% | Added |
| State of Wyoming | 6,987 | $412.9K | 0.05% | −11,376−62.0% | Reduced |
| RD Lewis Holdings, Inc. | 6,477 | $417.1K | 0.36% | +6,477 | New |
| Pallas Capital Advisors LLC | 7,211 | $426.2K | 0.02% | +7,211 | New |
| Kestra Advisory Services, LLC | 7,369 | $435.5K | 0.00% | +286+4.0% | Added |
| Vise Technologies, Inc. | 8,202 | $437.8K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 7,426 | $438.9K | 0.11% | +7,426 | New |
| M&T Bank Corp | 7,539 | $445.7K | 0.00% | +1,070+16.5% | Added |
| QRG Capital Management, Inc. | 7,639 | $451.5K | 0.00% | +2,313+43.4% | Added |