Terex Ownership | Who Owns Terex?
Terex Ownership Summary
Terex is owned by 69.85% institutional investors, 2.49% insiders, and 27.66% 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 3.27% of its assets in Terex shares.
TEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Terex | 69.85% | 2.49% | 27.66% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 9.00M | 13.43% | $493.34M |
| Fmr | 8.78M | 13.13% | $405.92M |
| Blackrock funding, inc. /de | 8.74M | 13.06% | $403.77M |
| Vanguard group | 6.71M | 10.02% | $309.91M |
| Dimensional fund advisors lp | 2.96M | 4.43% | $136.96M |
| State street | 2.47M | 3.69% | $135.49M |
| Fuller & thaler asset management | 2.15M | 3.21% | $99.40M |
| First trust advisors lp | 1.93M | 2.89% | $89.25M |
| Fisher asset management | 1.89M | 2.83% | $87.38M |
| American century companies | 1.74M | 2.60% | $80.48M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Atlantic investment management | 155.00K | 3.46% | $7.16M |
| Minneapolis portfolio management group | 454.02K | 2.77% | $20.98M |
| Front street capital management | 284.42K | 2.28% | $13.15M |
| Profit investment management | 48.51K | 1.80% | $2.24M |
| Curated wealth partners | 226.92K | 1.20% | $10.49M |
| Mork capital management | 35.00K | 1.06% | $1.62M |
| Greenhaven associates | 1.50M | 1.03% | $69.47M |
| Ballast asset management, lp | 44.77K | 1.03% | $2.07M |
| Semanteon capital management, lp | 30.86K | 0.77% | $1.43M |
| Sapience investments | 27.19K | 0.76% | $1.49M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 8.78M | 0.02% | 1.27M |
| Fuller & thaler asset management | 2.15M | 0.38% | 1.05M |
| Norges bank | 757.26K | 0.00% | 757.26K |
| First trust advisors lp | 1.93M | 0.08% | 582.82K |
| Balyasny asset management | 352.78K | 0.02% | 141.35K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| William blair investment management | - | - | -510.67K |
| Atlantic investment management | 155.00K | 3.46% | -470.04K |
| Invesco | 1.21M | 0.01% | -427.36K |
| Jacobs levy equity management | 180.39K | 0.04% | -424.21K |
| Aqr capital management | 1.09M | 0.06% | -368.25K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 757.26K | 0.00% | 757.26K | $35.00M |
| Raymond james financial | 49.56K | 0.00% | 49.56K | $2.29M |
| Ballast asset management, lp | 44.77K | 1.03% | 44.77K | $2.07M |
| Kettle hill capital management | 40.06K | 0.40% | 40.06K | $1.85M |
| Proficio capital partners | 30.80K | 0.00% | 30.80K | $30.80K |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -1.00 |
| Tfo-tdc | -3.00 |
| Claris advisors, llc / mo / | -5.00 |
| Kelly financial services | -8.00 |
| Abich financial wealth management | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2.17M | 3.27% | 15.04K |
| Vanguard US Total Market Shares ETF | 2.03M | 3.05% | 1.62K |
| Vanguard Total Stock Mkt Idx Inv | 2.01M | 3.03% | 1.40K |
| FullerThaler Behavioral Small-Cap Value | 1.97M | 2.97% | 8.94K |
| Undiscovered Managers Behavioral Val L | 1.87M | 2.82% | -7.69K |
| iShares Russell 2000 ETF | 1.77M | 2.66% | -15.29K |
| Vanguard Small Cap Index | 1.62M | 2.44% | 1.32K |
| Avantis US Small Cap Value ETF | 1.56M | 2.35% | -6.25K |
| Fidelity Low-Priced Stock | 1.25M | 1.88% | - |
| Vanguard Small Cap Value Index Inv | 1.07M | 1.61% | -3.71K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 06, 2025 | CARROLL PATRICK S | Pres., Environmental Solutions | Buy | $2.30K |
| Mar 04, 2025 | RUSH ANDRA | - | Buy | $48.97K |
| Feb 07, 2025 | CARROLL PATRICK S | Pres., Environmental Solutions | Buy | $2.32K |
| Dec 13, 2024 | SACHS DAVID A | - | Buy | $995.00K |
| Dec 11, 2024 | MEESTER SIMON | President and CEO | Sell | $505.11K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | 3 | - |
| 2024 Q4 | 4 | 2 |
| 2024 Q3 | 1 | - |
| 2024 Q2 | - | 4 |
TEX Ownership FAQ
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