Terex Ownership | Who Owns Terex?
Terex Ownership Summary
Terex is owned by 93.96% institutional investors, 2.36% insiders, and 3.68% retail investors. Blackrock is the largest institutional shareholder, holding 13.43% of TEX shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.15% of its assets in Terex shares.
TEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Terex | 93.96% | 2.36% | 3.68% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 9.00M | 13.43% | $493.34M |
| Fmr | 8.23M | 12.28% | $451.24M |
| Vanguard group | 7.32M | 10.93% | $401.62M |
| Dimensional fund advisors lp | 2.81M | 4.20% | $154.22M |
| State street | 2.47M | 3.69% | $135.49M |
| Invesco | 2.41M | 3.59% | $132.00M |
| Fisher asset management | 1.84M | 2.75% | $101.15M |
| Aqr capital management | 1.84M | 2.74% | $99.04M |
| Geode capital management | 1.59M | 2.37% | $87.07M |
| Greenhaven associates | 1.50M | 2.24% | $82.24M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Atlantic investment management | 530.54K | 13.11% | $29.09M |
| Minneapolis portfolio management group | 466.75K | 3.46% | $25.60M |
| Front street capital management | 285.57K | 3.00% | $15.66M |
| Profit investment management | 64.99K | 2.23% | $3.56M |
| Lingohr & partner asset management gmbh | 11.29K | 1.54% | $617.00K |
| Mork capital management | 35.00K | 1.50% | $1.92M |
| Greenhaven associates | 1.50M | 1.08% | $82.24M |
| Sapience investments | 27.19K | 0.76% | $1.49M |
| Icon advisers inc/co | 52.60K | 0.65% | $2.88M |
| Hancock whitney | 234.53K | 0.44% | $12.86M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 8.23M | 0.03% | 3.36M |
| Norges bank | 766.43K | 0.01% | 766.43K |
| Mirae asset global etfs | 461.04K | 0.06% | 461.04K |
| Fuller & thaler asset management | 1.12M | 0.26% | 302.77K |
| Aqr capital management | 1.84M | 0.15% | 285.75K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jupiter asset management | 101.67K | 0.05% | -686.93K |
| Jacobs levy equity management | 180.39K | 0.04% | -424.21K |
| Gw&k investment management | 1.46K | 0.00% | -392.00K |
| Mirae asset global investments | - | - | -328.08K |
| Curated wealth partners | - | - | -176.92K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 766.43K | 0.01% | 766.43K | $42.03M |
| Mirae asset global etfs | 461.04K | 0.06% | 461.04K | $25.28M |
| Corebridge financial | 120.46K | 0.04% | 120.46K | $6.61M |
| Segall bryant & hamill | 97.94K | 0.10% | 97.94K | $5.37M |
| Omers administration | 32.90K | 0.02% | 32.90K | $1.80M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -3.00 |
| Kelly financial services | -8.00 |
| Abich financial wealth management | -15.00 |
| Quest partners | -16.00 |
| Gradient investments | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 393 | 1.81% | 62,861,688 | -4.58% | 93 | 0.98% | 186 | -2.62% | 134 | 4.69% |
| Jun 30, 2024 | 380 | -4.04% | 65,838,797 | 8.07% | 98 | 1.19% | 186 | 10.71% | 127 | -15.89% |
| Mar 31, 2024 | 396 | -5.04% | 60,921,366 | -2.11% | 90 | 1.06% | 168 | -12.50% | 151 | -1.31% |
| Dec 31, 2023 | 417 | 0.48% | 62,233,132 | -1.00% | 92 | 1.06% | 192 | - | 153 | -1.29% |
| Sep 30, 2023 | 415 | 5.33% | 62,862,731 | -1.29% | 93 | 1.05% | 192 | -0.52% | 155 | 6.16% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2.11M | 3.15% | 1.14K |
| Vanguard Total Stock Mkt Idx Inv | 2.02M | 3.02% | -8.97K |
| iShares Russell 2000 ETF | 1.71M | 2.56% | -3.85K |
| Vanguard Small Cap Index | 1.59M | 2.39% | 3.10K |
| Avantis US Small Cap Value ETF | 1.49M | 2.23% | - |
| First Trust SMID Cp Rising Div Achv ETF | 1.29M | 1.93% | 4.38K |
| Fidelity Low-Priced Stock | 1.18M | 1.76% | -560.00 |
| Vanguard Small Cap Value Index Inv | 1.08M | 1.61% | -372.00 |
| FullerThaler Behavioral Small-Cap Value | 1.00M | 1.50% | -190.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 996.38K | 1.49% | -5.51K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 13, 2024 | SACHS DAVID A | - | Buy | $995.00K |
| Dec 11, 2024 | MEESTER SIMON | President and CEO | Sell | $505.11K |
| Dec 12, 2024 | SACHS DAVID A | - | Buy | $501.60K |
| Dec 11, 2024 | SACHS DAVID A | - | Buy | $513.00K |
| Nov 06, 2024 | Hegarty Kieran | President, Materials Processin | Sell | $1.05M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 3 | 2 |
| 2024 Q3 | 1 | - |
| 2024 Q2 | - | 4 |
| 2024 Q1 | - | 5 |
| 2023 Q4 | 6 | 3 |
TEX Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools