Skip to main content
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, Q2 2026

Institutional positions in Terex Corp as of Jun 30, 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
484
+16 vs. Q1 2026
Shares held
117.3M
+5.55M (+5.0%) vs. Q1 2026
Total value
$8.46B
+$1.87B (+28.4%) vs. Q1 2026
New holders
79
162 more added
Sold out
63
164 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 484 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 heldQ2 2026: $8.46B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Terex Corp; share changes are against Q1 2026.

Institutions holding TEX in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC3$00.00%+3New
Cornerstone Planning Group LLC1$670.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.1$720.00%+1New
Maryland Capital Advisors Inc.1$730.00%+1New
DecisionPoint Financial, LLC2$1380.00%+2New
Dunhill Financial, LLC2$1630.00%00.0%Unchanged
SHP Wealth Management3$2170.00%00.0%Unchanged
Silver Grove Financial Group, Inc.6$4340.00%+6New
Larson Financial Group LLC7$5070.00%00.0%Unchanged
Cornerstone Financial Management LLC8$5790.00%+1+14.3%Added
Financial Consulate, Inc9$6520.00%00.0%Unchanged
HFM Investment Advisors, LLC10$7240.00%+5+100.0%Added
Jackson, Grant Investment Advisers, Inc.12$8540.00%−12−50.0%Reduced
Advocate Investing Services LLC13$9410.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.13$9420.00%00.0%Unchanged
Avion Wealth14$1.00K0.00%00.0%Unchanged
Quarry LP15$1.09K0.00%−2,083−99.3%Reduced
JPL Wealth Management, LLC15$1.09K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC15$1.09K0.00%+3+25.0%Added
Torren Management, LLC19$1.34K0.00%+1+5.6%Added
Creative Capital Management Investments LLC21$1.52K0.00%+21New
Sachetta, LLC24$1.74K0.00%−25−51.0%Reduced
Manchester Capital Management LLC24$1.74K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC30$2.17K0.00%−4−11.8%Reduced
Quent Capital, LLC30$2.17K0.00%00.0%Unchanged
Spectrum Wealth Advisory Group, LLC32$2.32K0.00%+32New
SJS Investment Consulting Inc.33$2.39K0.00%−1−2.9%Reduced
Prestige Wealth Management Group LLC35$2.53K0.00%00.0%Unchanged
Zions Bancorporation, National Association39$2.82K0.00%−8−17.0%Reduced
Bellevue Asset Management, LLC40$2.90K0.00%+40New
Colonial Trust Advisors40$2.90K0.00%+40New
Action Point Financial Planning, LLC50$3.40K0.00%+50New
Northwestern Mutual Wealth Management Co50$3.62K0.00%−2−3.8%Reduced
Bogart Wealth, LLC51$3.69K0.00%+51New
Basecamp Wealth Advisors LLC54$3.91K0.00%+23+74.2%Added
MidFirst Bank56$4.05K0.00%00.0%Unchanged
Bare Financial Services, Inc57$4.13K0.00%−8−12.3%Reduced
JFS Wealth Advisors, LLC62$4.49K0.00%+6+10.7%Added
Manning & Napier Advisors LLC62$4.56K0.00%−5−7.5%Reduced
Clearstead Advisors, LLC65$4.71K0.00%+40+160.0%Added
WPG Advisers, LLC72$5.21K0.00%−22−23.4%Reduced
Godfrey Financial Associates, Inc.78$5.65K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.80$5.79K0.00%−1−1.2%Reduced
Bokf, NA80$5.79K0.00%+80New
Rossby Financial, LCC85$6.15K0.00%−4−4.5%Reduced
Valued Wealth Advisors LLC86$6.23K0.00%+86New
Private Wealth Management Group, LLC89$6.44K0.00%00.0%Unchanged
MCF Advisors LLC93$6.73K0.00%−22−19.1%Reduced
CVA Family Office, LLC95$6.88K0.00%+14+17.3%Added
Danske Bank A/S100$7.24K0.00%00.0%Unchanged
Spire Wealth Management107$7.71K0.00%+107New
J.Safra Asset Management Corp109$7.89K0.00%00.0%Unchanged
UMA Financial Services, Inc.111$8.04K0.00%+8+7.8%Added
Key Financial Inc113$8.18K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.114$8.25K0.00%−2,108−94.9%Reduced
Bell Investment Advisors, Inc119$8.62K0.00%−23−16.2%Reduced
Eurizon Capital SGR S.p.A.118$8.69K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC123$8.90K0.00%00.0%Unchanged
Signature Equity Partners, LLC124$8.98K0.00%00.0%Unchanged
GWM Advisors LLC125$9.01K0.00%−91−42.1%Reduced
Acumen Wealth Advisors, LLC135$9.77K0.00%−61−31.1%Reduced
Massmutual Trust Co FSB139$10.1K0.00%−4−2.8%Reduced
Kilter Group LLC150$10.9K0.00%−104−40.9%Reduced
Owl Creek Wealth Partners LLC159$11.5K0.00%00.0%Unchanged
SBI Securities Co., Ltd.161$11.7K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton161$11.7K0.00%+114+242.6%Added
Cherry Tree Wealth Management, LLC165$11.9K0.00%00.0%Unchanged
Global X Japan Co., Ltd.167$12.1K0.00%+167New
Harbour Investments, Inc.183$13.2K0.00%00.0%Unchanged
Huntington National Bank196$14.2K0.00%+72+58.1%Added
True Wealth Design, LLC199$14.4K0.00%00.0%Unchanged
Aberdeen Wealth Management LLC200$14.5K0.01%+200New
Barrow Hanley Mewhinney & Strauss LLC210$15.2K0.00%00.0%Unchanged
Rialto Wealth Management, LLC213$15.4K0.00%+20+10.4%Added
Decker Retirement Planning Inc.215$15.6K0.01%00.0%Unchanged
WealthCollab, LLC218$15.8K0.01%−103−32.1%Reduced
Morse Asset Management, Inc250$18.1K0.00%+250New
N.E.W. Advisory Services LLC252$18.3K0.00%00.0%Unchanged
Global Retirement Partners, LLC279$20.2K0.00%+279New
Virginia Estate & Retirement Planning Advisors Inc.108$21.8K0.03%00.0%Unchanged
First Horizon Corp313$22.7K0.00%+313New
Institute for Wealth Management, LLC.318$23.0K0.00%+318New
V-Square Quantitative Management LLC333$24.1K0.00%+333New
Fortitude Family Office, LLC356$25.8K0.01%−14−3.8%Reduced
BI Asset Management Fondsmaeglerselskab A/S353$26.0K0.00%+353New
Westside Investment Management, Inc.370$26.8K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.384$27.8K0.02%−84−17.9%Reduced
LRI Investments, LLC385$27.9K0.00%+5+1.3%Added
Ancora Advisors, LLC400$29.0K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd440$31.9K0.00%−430−49.4%Reduced
Neo Ivy Capital Management461$33.4K0.01%+461New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.483$35.0K0.00%00.0%Unchanged
Versant Capital Management, Inc517$37.4K0.00%00.0%Unchanged
Montag A & Associates Inc517$37.4K0.00%+517New
Essential Partners LLC520$37.6K0.02%−44−7.8%Reduced
Los Angeles Capital Management LLC568$41.1K0.00%00.0%Unchanged
McGuire Capital Advisors Inc570$41.3K0.02%00.0%Unchanged
Wolff Wiese Magana LLC583$42.2K0.02%+583New
Community Financial Services Group, LLC650$44.7K0.01%00.0%Unchanged
Penserra Capital Management LLC649$46.0K0.00%+649New