Terex Ownership | Who Owns Terex?
Terex Ownership Summary
Terex is owned by 86.69% institutional investors, 2.81% insiders, and 10.51% retail investors. Fmr is the largest institutional shareholder, holding 15.00% of TEX shares. FullerThaler Behavioral Small-Cap Value is the top mutual fund, with 4.38% of its assets in Terex shares.
TEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Terex | 86.69% | 2.81% | 10.51% |
| Sector | Industrials Stocks | 46.81% | 12.58% | 40.62% |
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 | 8.42M | 12.84% | $432.18M |
| Vanguard group | 6.56M | 10.00% | $336.38M |
| Dimensional fund advisors lp | 3.36M | 5.12% | $172.26M |
| Fuller & thaler asset management | 3.24M | 4.95% | $166.46M |
| State street | 2.42M | 3.69% | $124.26M |
| Wellington management group llp | 2.37M | 3.62% | $121.72M |
| Fisher asset management | 1.98M | 3.02% | $101.60M |
| American century companies | 1.63M | 2.49% | $83.66M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lodge hill capital | 529.45K | 4.85% | $27.16M |
| Minneapolis portfolio management group | 647.29K | 3.81% | $33.21M |
| Drum hill capital | 47.79K | 2.65% | $2.45M |
| Profit investment management | 32.93K | 2.12% | $1.69M |
| Front street capital management | 258.06K | 2.04% | $13.24M |
| Ballast asset management, lp | 85.80K | 2.01% | $4.40M |
| Curated wealth partners | 226.92K | 1.41% | $11.64M |
| Mork capital management | 35.00K | 1.24% | $1.80M |
| Greenhaven associates | 1.48M | 1.15% | $75.81M |
| Cascade investment advisors | 25.83K | 0.80% | $1.33M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 2.37M | 0.02% | 2.37M |
| Invesco | 1.60M | 0.01% | 1.43M |
| Norges bank | 757.26K | 0.00% | 757.26K |
| Ubs group | 964.50K | 0.01% | 605.34K |
| Minneapolis portfolio management group | 647.29K | 3.81% | 193.26K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | - | - | -766.50K |
| William blair investment management | - | - | -510.67K |
| Jacobs levy equity management | 180.39K | 0.04% | -424.21K |
| Walleye capital | 169.72K | 0.03% | -414.94K |
| Aqr capital management | 1.09M | 0.06% | -368.25K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wellington management group llp | 2.37M | 0.02% | 2.37M | $121.72M |
| Norges bank | 757.26K | 0.00% | 757.26K | $35.00M |
| Algert global | 77.00K | 0.07% | 77.00K | $3.95M |
| Scopus asset management | 39.97K | 0.03% | 39.97K | $2.05M |
| Natixis | 34.00K | 0.01% | 34.00K | $1.74M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 393 | 1.81% | 62,861,688 | -4.58% | 93 | 0.98% | 186 | -2.62% | 134 | 4.69% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| FullerThaler Behavioral Small-Cap Value | 2.87M | 4.38% | -1.40K |
| Undiscovered Managers Behavioral Val L | 2.75M | 4.20% | -5.68K |
| iShares Core S&P Mid-Cap ETF | 2.14M | 3.25% | - |
| Vanguard US Total Market Shares ETF | 2.03M | 3.05% | 1.62K |
| Vanguard Total Stock Mkt Idx Inv | 1.98M | 3.01% | -57.06K |
| Fidelity Low-Priced Stock | 1.91M | 2.92% | -4.36K |
| iShares Russell 2000 ETF | 1.58M | 2.41% | - |
| Vanguard Small Cap Index | 1.51M | 2.31% | -10.04K |
| Avantis US Small Cap Value ETF | 1.50M | 2.29% | - |
| Vanguard Small Cap Value Index Inv | 975.00K | 1.49% | 3.36K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Mar 06, 2025 | CARROLL PATRICK S | Pres., Environmental Solutions | Buy | $2.30K |
| Mar 04, 2025 | RUSH ANDRA | - | Buy | $48.97K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | 3 | - |
| 2024 Q4 | 4 | 2 |
TEX Ownership FAQ
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