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 3.25% 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 | 64.16% | 10.53% | 25.31% |
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 | 2.25% | $69.47M |
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 | 48.51K | 1.80% | $2.24M |
| Lingohr & partner asset management gmbh | 11.29K | 1.54% | $617.00K |
| Mork capital management | 35.00K | 1.50% | $1.92M |
| Curated wealth partners | 226.92K | 1.20% | $10.49M |
| Greenhaven associates | 1.50M | 1.03% | $69.47M |
| Sapience investments | 27.19K | 0.76% | $1.49M |
| Cascade investment advisors | 23.15K | 0.69% | $1.07M |
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 |
| Schroder investment management group | - | - | -129.34K |
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 | 2.17M | 3.25% | 7.17K |
| Vanguard Total Stock Mkt Idx Inv | 2.00M | 3.00% | 2.16K |
| FullerThaler Behavioral Small-Cap Value | 1.96M | 2.93% | 959.46K |
| Undiscovered Managers Behavioral Val L | 1.89M | 2.82% | 164.21K |
| iShares Russell 2000 ETF | 1.80M | 2.70% | -6.92K |
| First Trust SMID Cp Rising Div Achv ETF | 1.76M | 2.64% | 3.73K |
| Vanguard Small Cap Index | 1.62M | 2.42% | 13.22K |
| Avantis US Small Cap Value ETF | 1.56M | 2.34% | 744.00 |
| Fidelity Low-Priced Stock | 1.17M | 1.75% | -11.00K |
| Vanguard Small Cap Value Index Inv | 1.07M | 1.61% | -12.18K |
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
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