Terex Ownership | Who Owns Terex?

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Terex Ownership Summary

Terex is owned by 47.30% institutional investors, 1.71% insiders, and 50.99% retail investors. Fmr is the largest institutional shareholder, holding 26.00% of TEX shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.43% of its assets in Terex shares.

TEX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Terex	47.30%	1.71%	50.99%
Sector	Industrials Stocks	49.28%	15.95%	34.77%
Industry	Industrial Machinery Stocks	45.31%	11.72%	42.98%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	17.05M	26.00%	$1.01B
Blackrock funding, inc. /de	14.69M	22.40%	$1.06B
Blackrock	9.00M	13.43%	$493.34M
Vanguard group	6.50M	9.91%	$347.16M
Dimensional fund advisors lp	4.44M	6.77%	$262.53M
State street	4.37M	6.67%	$316.68M
Wellington management group llp	3.75M	5.71%	$221.53M
Geode capital management	2.86M	4.37%	$169.35M
American century companies	2.67M	4.08%	$158.06M
Citadel advisors	2.43M	3.71%	$143.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Lodge hill capital	529.45K	4.85%	$27.16M
Minneapolis portfolio management group	637.58K	4.37%	$46.15M
Drum hill capital	48.67K	3.59%	$3.52M
Gallo partners, lp	28.86K	3.26%	$1.71M
Wilson asset management () pty	134.78K	2.68%	$9.76M
Ballast asset management, lp	85.14K	2.24%	$5.03M
Front street capital management	258.06K	2.04%	$13.24M
Contravisory investment management	136.53K	1.75%	$9.88M
Speece thorson capital group	106.61K	1.65%	$7.72M
Mork capital management	35.00K	1.47%	$2.07M

Top Buyers

Holder	Shares	% Assets	Change
Fmr	17.05M	0.05%	8.04M
Geode capital management	2.86M	0.01%	1.25M
Arrowstreet capital, limited partnership	1.24M	0.04%	1.23M
Balyasny asset management	1.48M	0.11%	1.11M
Capital research global investors	1.10M	0.01%	1.10M

Top Sellers

Holder	Shares	% Assets	Change
Fuller & thaler asset management	1.49M	0.30%	-1.40M
Macquarie group	-	-	-1.33M
Schonfeld strategic advisors	713.94K	0.30%	-593.70K
Invesco	1.10M	0.01%	-520.86K
Morgan stanley	1.21M	0.00%	-457.74K

New Positions

Holder	Shares	% Assets	Change	Value
Capital research global investors	1.10M	0.01%	1.10M	$65.27M
William blair investment management	853.62K	0.17%	853.62K	$50.45M
Vanguard fiduciary trust	759.24K	0.01%	759.24K	$44.87M
Cooper creek partners management	659.77K	1.33%	659.77K	$38.99M
Driehaus capital management	642.42K	0.28%	642.42K	$37.97M

Sold Out

Holder	Change
Stephens consulting	-1.00
Curio wealth	-1.00
Vermillion wealth management	-2.00
Tfo-tdc	-3.00
Hm payson	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	263	-28.73%	31,124,786	-56.70%	47	0.40%	192	7.87%	32	-75.19%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	3.92M	3.43%	121.00
Vanguard US Total Market Shares ETF	2.03M	3.05%	1.62K
Vanguard Morn Total Stk Mkt Idx Investor	3.45M	3.02%	-180.07K
Vanguard Total Stock Mkt Idx Inv	3.45M	3.02%	-180.07K
iShares Russell 2000 ETF	2.91M	2.55%	-51.74K
Vanguard Small Cap Index	2.49M	2.18%	-129.68K
Fidelity Low-Priced Stock	1.89M	1.66%	-2.54K
Strategic Advisers Fidelity US TtlStk	1.88M	1.64%	89.69K
Vanguard Small Cap Value Index Inv	1.58M	1.38%	-105.91K
Vanguard Morn Small Cap Value Index	1.58M	1.38%	-105.91K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 23, 2026	JOHNSTON STEPHEN	Former VP CAO and Controller	Sell	$92.78K
Jun 23, 2026	JOHNSTON STEPHEN	Former VP CAO and Controller	Sell	$26.21K
Jun 04, 2026	JOHNSTON STEPHEN	Former VP CAO and Controller	Sell	$23.95K
May 04, 2026	Gross Joshua	President - Aerials	Sell	$361.43K
Feb 17, 2026	Hegarty Kieran	President, Materials Processin	Sell	$829.50K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	-
2026 Q2	-	4
2026 Q1	-	2
2025 Q4	1	-
2025 Q3	-	1

TEX Ownership FAQ

Who Owns Terex?

Terex shareholders are primarily institutional investors at 47.30%, followed by 1.71% insiders and 50.99% retail investors. The average institutional ownership in Terex's industry, Industrial Machinery Stocks, is 45.31%, which Terex exceeds.

Who owns the most shares of Terex?

Terex’s largest shareholders are Fmr (17.05M shares, 26.00%), Blackrock funding, inc. /de (14.69M shares, 22.40%), and Blackrock (9M shares, 13.43%). Together, they hold 61.82% of Terex’s total shares outstanding.

Does Blackrock own Terex?

Yes, BlackRock owns 13.43% of Terex, totaling 9M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 493.34M$. In the last quarter, BlackRock increased its holdings by 108.55K shares, a 1.22% change.

Who is Terex’s biggest shareholder by percentage of total assets invested?

Lodge hill capital is Terex’s biggest shareholder by percentage of total assets invested, with 4.85% of its assets in 529.45K Terex shares, valued at 27.16M$.

Who is the top mutual fund holder of Terex shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Terex shares, with 3.43% of its total shares outstanding invested in 3.92M Terex shares.

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