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 |
|---|---|---|---|---|---|
| Concentric Capital Strategies, LP | 5,068 | $299.5K | 0.03% | +5,068 | New |
| Brighton Jones LLC | 4,964 | $293.4K | 0.01% | +4,964 | New |
| Optivise Advisory Services LLC | 4,950 | $292.5K | 0.18% | +4,950 | New |
| Armistice Capital, LLC | 4,934 | $291.6K | 0.01% | +4,934 | New |
| United Capital Financial Advisers, LLC | 4,924 | $291.0K | 0.00% | +4,924 | New |
| RSM US Wealth Management LLC | 4,866 | $287.6K | 0.00% | −1,545−24.1% | Reduced |
| Contravisory Investment Management, Inc. | 4,800 | $283.7K | 0.06% | +4,800 | New |
| CAPROCK Group, Inc. | 4,772 | $282.1K | 0.01% | +4,772 | New |
| Abel Hall, LLC | 4,767 | $281.7K | 0.06% | +4,767 | New |
| Ensign Peak Advisors, Inc | 4,743 | $280.3K | 0.00% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 4,616 | $272.8K | 0.01% | +4,616 | New |
| Persium Advisors, LLC | 4,605 | $272.2K | 0.21% | +4,605 | New |
| Resonant Capital Advisors, LLC | 4,552 | $269.0K | 0.01% | +4,552 | New |
| Brinker Capital Investments, LLC | 4,419 | $261.1K | 0.00% | +4,419 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,383 | $259.0K | 0.00% | +4,383 | New |
| Independent Financial Group, LLC | 4,363 | $257.9K | 0.01% | +4,363 | New |
| D.A. Davidson & Co. | 4,354 | $257.3K | 0.00% | +4,354 | New |
| Mirabella Financial Services LLP | 4,309 | $254.7K | 0.02% | −6,254−59.2% | Reduced |
| DRW Securities, LLC | 4,281 | $253.0K | 0.01% | +4,281 | New |
| Greenleaf Trust | 4,261 | $251.8K | 0.00% | +57+1.4% | Added |
| Blue Chip Partners, Inc. | 4,232 | $250.1K | 0.02% | +4,232 | New |
| Crossmark Global Holdings, Inc. | 4,194 | $247.9K | 0.00% | +236+6.0% | Added |
| The PNC Financial Services Group, Inc. | 4,082 | $241.2K | 0.00% | +1,473+56.5% | Added |
| Profund Advisors LLC | 4,073 | $240.7K | 0.01% | +4,073 | New |
| Integrated Wealth Concepts LLC | 4,007 | $236.8K | 0.00% | +4,007 | New |
| Amundi | 3,958 | $233.9K | 0.00% | +3,958 | New |
| Brucke Financial, Inc. | 3,958 | $233.9K | 0.12% | +3,958 | New |
| Guggenheim Capital LLC | 3,943 | $233.0K | 0.00% | +3,943 | New |
| KBC Group NV | 3,950 | $233.0K | 0.00% | +1,674+73.6% | Added |
| XTX Topco Ltd | 3,904 | $230.7K | 0.00% | −740−15.9% | Reduced |
| Gilpin Wealth Management, LLC | 3,750 | $221.6K | 0.18% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 3,716 | $219.6K | 0.00% | −976−20.8% | Reduced |
| Janney Montgomery Scott LLC | 3,712 | $219.0K | 0.00% | −730−16.4% | Reduced |
| IMC-Chicago, LLC | 3,688 | $218.0K | 0.00% | −9,692−72.4% | Reduced |
| Parallel Advisors, LLC | 3,684 | $217.8K | 0.00% | +407+12.4% | Added |
| Everence Capital Management Inc | 3,663 | $216.0K | 0.01% | +3,663 | New |
| Ballentine Partners, LLC | 3,635 | $214.8K | 0.00% | +3,635 | New |
| Equitable Trust Co | 3,586 | $211.9K | 0.01% | +3,586 | New |
| Measured Wealth Private Client Group, LLC | 3,578 | $211.5K | 0.06% | +3,578 | New |
| Principle Wealth Partners LLC | 3,571 | $211.0K | 0.01% | +3,571 | New |
| Brown Advisory Inc | 3,532 | $208.7K | 0.00% | +3,532 | New |
| Parr McKnight Wealth Management Group, LLC | 3,515 | $207.7K | 0.03% | +3,515 | New |
| RMB Capital Management, LLC | 3,455 | $204.2K | 0.00% | +3,455 | New |
| Keybank National Association | 3,420 | $202.1K | 0.00% | +3,420 | New |
| Bessemer Group Inc | 3,432 | $202.0K | 0.00% | +2,659+344.0% | Added |
| Delta Capital Management LLC | 3,390 | $200.0K | 0.11% | +3,390 | New |
| Hantz Financial Services, Inc. | 3,300 | $195.0K | 0.00% | +1,287+63.9% | Added |
| 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 |
| Horizon Investments, LLC | 2,666 | $157.6K | 0.00% | +2,666 | New |
| Public Employees Retirement System of Ohio | 2,585 | $152.8K | 0.00% | +455+21.4% | Added |
| Harvest Fund Management Co., Ltd | 2,509 | $148.0K | 0.01% | +2,509 | New |
| Sterling Capital Management LLC | 2,465 | $145.7K | 0.00% | −1,290−34.4% | Reduced |
| MAI Capital Management | 2,329 | $137.6K | 0.00% | +234+11.2% | Added |
| Whittier Trust Co | 2,269 | $135.5K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,279 | $134.7K | 0.00% | +1,212+113.6% | Added |
| Rockefeller Capital Management L.P. | 2,238 | $132.3K | 0.00% | +465+26.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,222 | $131.3K | 0.01% | +2,108+1,849.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,169 | $128.2K | 0.00% | +2,169 | New |
| GAMMA Investing LLC | 2,129 | $125.8K | 0.01% | +532+33.3% | Added |
| Quarry LP | 2,098 | $124.0K | 0.02% | +441+26.6% | Added |
| IFP Advisors, Inc | 2,001 | $118.3K | 0.00% | +1,686+535.2% | Added |
| Umb Bank N A | 1,651 | $97.6K | 0.00% | +200+13.8% | Added |
| Ronald Blue Trust, Inc. | 1,643 | $97.1K | 0.00% | −468−22.2% | Reduced |
| Group One Trading, L.P. | 1,579 | $93.3K | 0.00% | −10,004−86.4% | Reduced |
| Kemnay Advisory Services Inc. | 1,548 | $91.5K | 0.01% | −1,016−39.6% | Reduced |
| Smartleaf Asset Management LLC | 1,567 | $86.0K | 0.00% | +1,080+221.8% | Added |
| Signaturefd, LLC | 1,429 | $84.5K | 0.00% | +167+13.2% | Added |
| RiverPark Advisors, LLC | 1,350 | $79.8K | 0.03% | +1,350 | New |
| Steward Partners Investment Advisory, LLC | 1,225 | $72.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,211 | $72.0K | 0.05% | −822−40.4% | Reduced |
| Farther Finance Advisors, LLC | 1,151 | $69.4K | 0.00% | +783+212.8% | Added |
| EverSource Wealth Advisors, LLC | 1,100 | $65.0K | 0.00% | +694+170.9% | Added |
| Employees Retirement System of Texas | 1,067 | $63.0K | 0.00% | +1,067 | New |
| McIlrath & Eck, LLC | 909 | $53.7K | 0.00% | +909 | New |
| Nomura Asset Management Co Ltd | 870 | $51.4K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 860 | $51.0K | 0.00% | +860 | New |
| Capital Advisors, Ltd. LLC | 851 | $50.0K | 0.01% | +762+856.2% | Added |
| Cassaday & Co Wealth Management LLC | 802 | $47.4K | 0.00% | +802 | New |
| Optiver Holding B.V. | 782 | $46.2K | 0.00% | +315+67.5% | Added |
| Allworth Financial LP | 772 | $45.6K | 0.00% | +521+207.6% | Added |
| Private Trust Co NA | 753 | $44.5K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 650 | $39.2K | 0.01% | +650 | New |
| Old Point Trust & Financial Services N A | 654 | $38.7K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 570 | $33.7K | 0.02% | +570 | New |
| Los Angeles Capital Management LLC | 568 | $33.6K | 0.00% | +215+60.9% | Added |
| Essential Partners LLC | 564 | $33.3K | 0.01% | +356+171.2% | Added |
| Versant Capital Management, Inc | 517 | $30.6K | 0.00% | +398+334.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 483 | $28.5K | 0.00% | +362+299.2% | Added |
| 1620 Investment Advisors, Inc. | 468 | $27.7K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 440 | $26.0K | 0.00% | +57+14.9% | Added |
| Ancora Advisors, LLC | 400 | $23.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 384 | $22.7K | 0.00% | +195+103.2% | Added |
| LRI Investments, LLC | 380 | $22.5K | 0.00% | −196−34.0% | Reduced |
| SRS Capital Advisors, Inc. | 377 | $22.3K | 0.00% | +316+518.0% | Added |
| Bayforest Capital Ltd | 372 | $22.0K | 0.02% | −4,640−92.6% | Reduced |
| Fortitude Family Office, LLC | 370 | $21.9K | 0.00% | +333+900.0% | Added |
| Westside Investment Management, Inc. | 370 | $21.7K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 360 | $21.3K | 0.00% | +360 | New |
| Ameritas Advisory Services, LLC | 350 | $20.7K | 0.00% | +350 | New |