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 |
|---|---|---|---|---|---|
| Creative Planning | 93,269 | $5.51M | 0.00% | +46,863+101.0% | Added |
| Allianz Asset Management GmbH | 92,730 | $5.48M | 0.01% | +92,730 | New |
| Ballast Asset Management, LP | 85,144 | $5.03M | 2.24% | +2,090+2.5% | Added |
| Russell Investments Group, Ltd. | 82,808 | $4.89M | 0.01% | −178,390−68.3% | Reduced |
| Hudson Bay Capital Management LP | 80,892 | $4.78M | 0.03% | +80,892 | New |
| Moody Aldrich Partners LLC | 80,253 | $4.74M | 0.86% | +80,253 | New |
| Lazard Asset Management LLC | 79,279 | $4.69M | 0.01% | +66,763+533.4% | Added |
| Schroder Investment Management Group | 84,317 | $4.63M | 0.00% | +84,317 | New |
| Castleark Management LLC | 75,290 | $4.45M | 0.15% | +75,290 | New |
| E. Ohman J:or Asset Management AB | 70,705 | $4.18M | 0.11% | +8,978+14.5% | Added |
| Great West Life Assurance Co | 69,405 | $4.11M | 0.01% | +30,009+76.2% | Added |
| Teachers Retirement System of the State of Kentucky | 65,308 | $3.86M | 0.03% | +42,633+188.0% | Added |
| Fagan Associates, Inc. | 63,540 | $3.76M | 0.52% | +63,540 | New |
| Prudential Financial Inc | 62,369 | $3.69M | 0.00% | −1,412−2.2% | Reduced |
| Greenwich Wealth Management LLC | 62,282 | $3.68M | 0.15% | +60.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 61,571 | $3.64M | 0.01% | +14,260+30.1% | Added |
| Envestnet Asset Management Inc | 58,187 | $3.44M | 0.00% | +39,809+216.6% | Added |
| Intech Investment Management LLC | 57,833 | $3.42M | 0.03% | +21,650+59.8% | Added |
| Baird Financial Group, Inc. | 57,496 | $3.40M | 0.01% | −993−1.7% | Reduced |
| Twinbeech Capital LP | 56,000 | $3.31M | 0.34% | +56,000 | New |
| Ieq Capital, LLC | 54,427 | $3.22M | 0.01% | +49,446+992.7% | Added |
| O'Shaughnessy Asset Management, LLC | 52,276 | $3.09M | 0.02% | +52,276 | New |
| Hancock Whitney Corp | 49,516 | $3.08M | 0.05% | +43,290+695.3% | Added |
| SMA Capital LLC | 52,101 | $3.08M | 1.33% | +52,101 | New |
| Algert Global LLC | 50,841 | $3.00M | 0.05% | +50,841 | New |
| HRT Financial LP | 50,743 | $3.00M | 0.01% | +50,743 | New |
| Janus Henderson Group PLC | 50,651 | $3.00M | 0.00% | +21,051+71.1% | Added |
| BW Gestao de Investimentos Ltda. | 50,000 | $2.96M | 0.13% | 00.0% | Unchanged |
| LPL Financial LLC | 49,745 | $2.94M | 0.00% | +14,208+40.0% | Added |
| Commonwealth Equity Services, LLC | 49,643 | $2.93M | 0.00% | +9,330+23.1% | Added |
| Amalgamated Bank | 49,104 | $2.90M | 0.02% | +21,515+78.0% | Added |
| Drum Hill Capital, LLC | 48,666 | $2.88M | 2.64% | +599+1.2% | Added |
| First Trust Advisors LP | 47,882 | $2.83M | 0.00% | +4,644+10.7% | Added |
| Fifth Third Bancorp | 46,590 | $2.75M | 0.01% | +45,441+3,954.8% | Added |
| Vanguard Global Advisers, LLC | 46,310 | $2.74M | 0.00% | +46,310 | New |
| Silvercrest Asset Management Group LLC | 46,068 | $2.72M | 0.02% | +46,068 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,977 | $2.72M | 0.01% | +23,272+102.5% | Added |
| Moran Wealth Management, LLC | 45,564 | $2.69M | 0.08% | +4,096+9.9% | Added |
| Squarepoint Ops LLC | 44,901 | $2.65M | 0.01% | −349,257−88.6% | Reduced |
| Virginia Retirement Systems Et Al | 44,100 | $2.61M | 0.02% | +37,400+558.2% | Added |
| State of Alaska, Department of Revenue | 43,996 | $2.60M | 0.03% | +7,778+21.5% | Added |
| Capricorn Fund Managers Ltd | 43,910 | $2.60M | 0.40% | −86,090−66.2% | Reduced |
| Mutual of America Capital Management LLC | 43,572 | $2.58M | 0.03% | +16,271+59.6% | Added |
| State of New Jersey Common Pension Fund D | 43,323 | $2.56M | 0.01% | −5,541−11.3% | Reduced |
| Nisa Investment Advisors, LLC | 41,942 | $2.48M | 0.01% | −1,733−4.0% | Reduced |
| Ameritas Investment Partners, Inc. | 40,203 | $2.38M | 0.07% | +12,711+46.2% | Added |
| Susquehanna International Group, LLP | 39,681 | $2.35M | 0.00% | −46,588−54.0% | Reduced |
| Elo Mutual Pension Insurance Co | 36,989 | $2.19M | 0.04% | +36,989 | New |
| Dynamic Technology Lab Private Ltd | 36,436 | $2.15M | 0.35% | +36,436 | New |
| Advisory Research Inc | 35,023 | $2.07M | 0.25% | +35,023 | New |
| Polymer Capital Management (US) LLC | 35,000 | $2.07M | 0.31% | −5,000−12.5% | Reduced |
| Mork Capital Management, LLC | 35,000 | $2.07M | 1.47% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 34,625 | $2.05M | 0.01% | +29,364+558.1% | Added |
| Voleon Capital Management LP | 34,366 | $2.03M | 0.04% | +34,366 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 33,649 | $1.99M | 0.00% | −24,339−42.0% | Reduced |
| Yousif Capital Management, LLC | 33,602 | $1.99M | 0.02% | +13,138+64.2% | Added |
| Tudor Investment Corp Et Al | 33,432 | $1.98M | 0.01% | +8,639+34.8% | Added |
| Colony Group, LLC | 33,413 | $1.98M | 0.00% | +620+1.9% | Added |
| Scopus Asset Management, L.P. | 33,139 | $1.96M | 0.06% | −59,130−64.1% | Reduced |
| Louisiana State Employees Retirement System | 33,000 | $1.95M | 0.03% | +14,800+81.3% | Added |
| BNP Paribas Arbitrage, SA | 32,376 | $1.91M | 0.00% | +9,770+43.2% | Added |
| Arizona State Retirement System | 31,163 | $1.84M | 0.01% | +12,840+70.1% | Added |
| Pathstone Holdings, LLC | 30,973 | $1.83M | 0.01% | +9,829+46.5% | Added |
| Amica Mutual Insurance Co | 30,404 | $1.80M | 0.15% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 30,397 | $1.80M | 0.02% | +13,304+77.8% | Added |
| Citigroup Inc | 30,348 | $1.79M | 0.00% | +9,558+46.0% | Added |
| Miracle Mile Advisors, LLC | 29,810 | $1.76M | 0.02% | 00.0% | Unchanged |
| Gallo Partners, LP | 28,865 | $1.71M | 3.26% | +28,865 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,488 | $1.68M | 0.01% | +12,072+73.5% | Added |
| Vanguard Investments Australia, Ltd. | 28,263 | $1.67M | 0.00% | +28,263 | New |
| Vestcor Inc | 28,175 | $1.67M | 0.05% | +17,211+157.0% | Added |
| Cerity Partners LLC | 28,096 | $1.66M | 0.00% | +13,186+88.4% | Added |
| State Board of Administration of Florida Retirement System | 28,005 | $1.66M | 0.00% | +8,881+46.4% | Added |
| Cascade Investment Advisors, Inc. | 27,835 | $1.65M | 0.97% | +160+0.6% | Added |
| Ritholtz Wealth Management | 27,422 | $1.62M | 0.03% | +27,422 | New |
| State of Michigan Retirement System | 27,318 | $1.61M | 0.01% | +11,800+76.0% | Added |
| Federation des caisses Desjardins du Quebec | 26,697 | $1.58M | 0.01% | +7,184+36.8% | Added |
| Quantinno Capital Management LP | 26,612 | $1.57M | 0.00% | +6,477+32.2% | Added |
| Davy Global Fund Management Ltd | 26,603 | $1.57M | 0.12% | +53+0.2% | Added |
| RPG Investment Advisory, LLC | 26,405 | $1.56M | 0.19% | +7,445+39.3% | Added |
| CWM, LLC | 26,245 | $1.55M | 0.00% | +20,555+361.2% | Added |
| State of Tennessee, Treasury Department | 26,188 | $1.55M | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 26,000 | $1.54M | 0.03% | +26,000 | New |
| Thrivent Financial for Lutherans | 25,617 | $1.51M | 0.00% | +10,845+73.4% | Added |
| Moody National Bank Trust Division | 25,588 | $1.51M | 0.14% | +25,588 | New |
| Northwestern Mutual Investment Management Company, LLC | 25,472 | $1.51M | 0.02% | +10,795+73.6% | Added |
| KLP Kapitalforvaltning AS | 24,976 | $1.48M | 0.01% | +2,176+9.5% | Added |
| Picton Mahoney Asset Management | 24,586 | $1.45M | 0.02% | +24,586 | New |
| Nautilus Advisors LLC | 24,522 | $1.45M | 0.99% | +24,522 | New |
| Man Group plc | 24,017 | $1.42M | 0.00% | −12,414−34.1% | Reduced |
| New Mexico Educational Retirement Board | 23,800 | $1.41M | 0.04% | +10,000+72.5% | Added |
| State of Wisconsin Investment Board | 23,649 | $1.40M | 0.00% | +23,649 | New |
| Oregon Public Employees Retirement Fund | 23,304 | $1.38M | 0.02% | +10,200+77.8% | Added |
| Cozad Asset Management Inc | 22,925 | $1.35M | 0.11% | −2,607−10.2% | Reduced |
| Secured Retirement Advisors, LLC | 22,118 | $1.31M | 0.74% | −453−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 21,618 | $1.28M | 0.00% | +17,605+438.7% | Added |
| Handelsbanken Fonder AB | 21,453 | $1.27M | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 21,394 | $1.26M | 0.01% | +21,394 | New |
| Mitsubishi UFJ Trust & Banking Corp | 21,199 | $1.25M | 0.00% | +4,403+26.2% | Added |
| Cetera Investment Advisers | 20,938 | $1.24M | 0.00% | +12,487+147.8% | Added |