Terex Ownership | Who Owns Terex?
Terex Ownership Summary
Terex is owned by 69.51% institutional investors, 1.51% insiders, and 28.98% retail investors. Fmr is the largest institutional shareholder, holding 15.00% of TEX shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.22% of its assets in Terex shares.
TEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Terex | 69.51% | 1.51% | 28.98% |
| Sector | Industrials Stocks | 47.66% | 12.52% | 39.82% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 9.84M | 15.00% | $504.79M |
| Blackrock | 9.00M | 13.43% | $493.34M |
| Blackrock funding, inc. /de | 8.40M | 12.81% | $448.53M |
| Vanguard group | 6.50M | 9.91% | $347.16M |
| Dimensional fund advisors lp | 3.43M | 5.23% | $183.31M |
| Fuller & thaler asset management | 2.89M | 4.40% | $154.23M |
| State street | 2.42M | 3.69% | $124.26M |
| Wellington management group llp | 2.37M | 3.62% | $121.72M |
| Fisher asset management | 1.97M | 3.00% | $105.10M |
| Morgan stanley | 1.67M | 2.54% | $89.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lodge hill capital | 529.45K | 4.85% | $27.16M |
| Minneapolis portfolio management group | 649.44K | 3.95% | $34.67M |
| Drum hill capital | 48.07K | 2.67% | $2.57M |
| Ballast asset management, lp | 83.05K | 2.09% | $4.43M |
| Front street capital management | 258.06K | 2.04% | $13.24M |
| Capricorn fund managers | 130.00K | 1.67% | $6.94M |
| Curated wealth partners | 226.92K | 1.31% | $12.11M |
| Mork capital management | 35.00K | 1.24% | $1.80M |
| Cascade investment advisors | 27.68K | 0.87% | $1.48M |
| Tema etfs | 182.97K | 0.76% | $9.77M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 2.37M | 0.02% | 2.37M |
| Invesco | 1.60M | 0.01% | 1.43M |
| Morgan stanley | 1.67M | 0.01% | 727.28K |
| Norges bank | 633.72K | 0.00% | 633.72K |
| Jupiter asset management | 289.42K | 0.12% | 289.42K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Macquarie group | - | - | -1.33M |
| Balyasny asset management | - | - | -766.50K |
| Ubs group | 275.19K | 0.00% | -689.31K |
| William blair investment management | - | - | -510.67K |
| Jacobs levy equity management | 180.39K | 0.04% | -424.21K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wellington management group llp | 2.37M | 0.02% | 2.37M | $121.72M |
| Norges bank | 633.72K | 0.00% | 633.72K | $33.83M |
| Jupiter asset management | 289.42K | 0.12% | 289.42K | $15.45M |
| Cibc world market | 146.57K | 0.01% | 146.57K | $7.82M |
| Capricorn fund managers | 130.00K | 1.67% | 130.00K | $6.94M |
Sold Out
| Holder | Change |
|---|---|
| Stephens consulting | -1.00 |
| Twin peaks wealth advisors | -2.00 |
| Tfo-tdc | -3.00 |
| Global financial private client | -5.00 |
| Claris advisors, llc / mo / | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 279 | -20.74% | 45,601,050 | -32.00% | 69 | 0.67% | 132 | -6.38% | 99 | -21.43% |
| Sep 30, 2025 | 244 | -30.48% | 56,866,824 | -14.17% | 86 | 0.85% | 106 | -32.91% | 86 | -28.33% |
| Jun 30, 2025 | 348 | -0.85% | 66,204,505 | 1.34% | 100 | 1.06% | 156 | -6.02% | 119 | 4.39% |
| Mar 31, 2025 | 348 | -4.92% | 65,302,824 | 0.43% | 97 | 1.03% | 166 | -3.49% | 111 | -7.50% |
| Dec 31, 2024 | 222 | -43.80% | 46,727,353 | -25.76% | 69 | 0.79% | 108 | -41.94% | 71 | -47.79% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3.66M | 3.22% | 1.53M |
| Vanguard US Total Market Shares ETF | 2.03M | 3.05% | 1.62K |
| iShares Russell 2000 ETF | 2.71M | 2.38% | 1.23M |
| FullerThaler Behavioral Small-Cap Value | 2.52M | 2.21% | -161.05K |
| Undiscovered Managers Behavioral Val L | 2.39M | 2.10% | -165.40K |
| Avantis US Small Cap Value ETF | 2.28M | 2.00% | - |
| Fidelity Low-Priced Stock | 1.90M | 1.67% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.87M | 1.65% | -98.60K |
| Macquarie Small Cap Value A | 899.12K | 1.37% | -42.13K |
| Invesco Global Opportunities A | 826.49K | 1.25% | -147.30K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 17, 2026 | Hegarty Kieran | President, Materials Processin | Sell | $829.50K |
| Feb 12, 2026 | Virnig Michael Edward | President, Specialty Vehicles | Sell | $1.10M |
| Oct 31, 2025 | RUSH ANDRA | - | Buy | $98.77K |
| Aug 12, 2025 | POSNER SCOTT | Senior V.P., Gen Counsel Sec. | Sell | $252.50K |
| May 05, 2025 | Gross Joshua | President - Aerials | Sell | $219.60K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 2 |
| 2025 Q4 | 1 | - |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | 3 | - |
TEX Ownership FAQ
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