Terex Ownership 2024 | Who Owns Terex Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

24.96%

Insider Ownership

2.40%

Retail Ownership

72.64%

Institutional Holders

179.00

Terex Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.13.43%0.01%8,996,076108,5531.22%493,344,833Jun 30, 2024
FMR LLC12.28%0.03%8,228,3133,359,51769.00%451,240,704Jun 30, 2024
VANGUARD GROUP INC10.93%0.01%7,323,471-80,618-1.09%401,619,150Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP4.20%0.04%2,812,383109,8854.07%154,224,420Jun 30, 2024
STATE STREET CORP3.69%0.01%2,470,58924,8641.02%135,487,101,000Jun 30, 2024
INVESCO LTD.3.59%0.03%2,407,011138,8636.12%132,000,483Jun 30, 2024
FISHER ASSET MANAGEMENT, LLC2.75%0.04%1,844,42325,2931.39%101,148,156Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC2.74%0.15%1,837,563285,75018.41%99,044,645Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.37%0.01%1,587,44688,4175.90%87,071,947Jun 30, 2024
GREENHAVEN ASSOCIATES INC2.24%1.08%1,499,67123,3711.58%82,241,958Jun 30, 2024
AMERICAN CENTURY COMPANIES INC1.97%0.04%1,322,729269,77725.62%72,538,458Jun 30, 2024
MACQUARIE GROUP LTD1.83%0.08%1,225,447-42,292-3.34%67,204,000Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.1.68%0.26%1,123,394302,77136.90%61,606,947Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.44%0.01%967,11410,1281.06%53,036,532Jun 30, 2024
FIRST TRUST ADVISORS LP1.43%0.05%957,073240,76033.61%52,485,883Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC1.35%0.05%905,535-48,029-5.04%49,659,539Jun 30, 2024
NORTHERN TRUST CORP1.20%0.01%803,85724,1803.10%44,083,518,000Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.18%0.01%790,11826,3773.45%43,330,051Jun 30, 2024
NORGES BANK1.14%0.01%766,435766,435100.00%42,031,295Jun 30, 2024
MORGAN STANLEY1.07%0.00%720,06614,8682.11%39,488,566Jun 30, 2024

Terex's largest institutional shareholder is BLACKROCK INC., holding 13.43% of the company's total share outstanding, currently valued at $493.34M. The top 10 institutional shareholders own together 58.22% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ATLANTIC INVESTMENT MANAGEMENT, INC.0.79%13.11%530,53856,70011.97%29,094,704Jun 30, 2024
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC0.70%3.46%466,745-4,904-1.04%25,596,319Jun 30, 2024
FRONT STREET CAPITAL MANAGEMENT, INC.0.43%3.00%285,575-764-0.27%15,661,000Jun 30, 2024
PROFIT INVESTMENT MANAGEMENT, LLC0.10%2.23%64,99424,68861.25%3,564,270Jun 30, 2024
LINGOHR & PARTNER ASSET MANAGEMENT GMBH0.02%1.54%11,286-1,486-11.63%617,000Jun 30, 2024
MORK CAPITAL MANAGEMENT, LLC0.05%1.50%35,000--1,919,400Jun 30, 2024
CURATED WEALTH PARTNERS LLC0.26%1.35%176,922176,922100.00%9,702,402Jun 30, 2024
GREENHAVEN ASSOCIATES INC2.24%1.08%1,499,67123,3711.58%82,241,958Jun 30, 2024
DORSEY WRIGHT & ASSOCIATES0.09%0.87%61,3091860.30%3,362,000Jun 30, 2024
WATCHMAN GROUP, INC.0.07%0.84%48,245-1,302-2.63%2,645,756Jun 30, 2024
SAPIENCE INVESTMENTS, LLC0.04%0.76%27,191-17,595-39.29%1,491,154Jun 30, 2024
ICON ADVISERS INC/CO0.08%0.65%52,600-800-1.50%2,884,584Jun 30, 2024
SHILANSKI & ASSOCIATES, INC.0.04%0.53%28,721-692-2.35%1,575,063Jun 30, 2024
SUMMERHAVEN INVESTMENT MANAGEMENT, LLC0.02%0.44%12,1142582.18%664,332Jun 30, 2024
HANCOCK WHITNEY CORP0.35%0.44%234,525-1,399-0.59%12,861,346Jun 30, 2024
HM PAYSON & CO0.62%0.41%416,45037,1109.78%22,838,119Jun 30, 2024
WATERFRONT WEALTH INC.0.04%0.40%26,7994,37719.52%1,469,656Jun 30, 2024
GLOBEFLEX CAPITAL L P0.10%0.37%64,263--3,524,183Jun 30, 2024
RANGE FINANCIAL GROUP LLC0.02%0.35%12,400-1,290-9.42%680,016Jun 30, 2024
AM SQUARED LTD0.00%0.32%2,30090064.29%126,132Jun 30, 2024

The largest Terex shareholder by % of total assets is ATLANTIC INVESTMENT MANAGEMENT, INC.. The company owns 530.54K shares of Terex (TEX), representing 13.11% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FMR LLC12.28%0.03%8,228,3133,359,51769.00%451,240,704Jun 30, 2024
NORGES BANK1.14%0.01%766,435766,435100.00%42,031,295Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.69%0.06%461,036461,036100.00%25,283,095Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.1.68%0.26%1,123,394302,77136.90%61,606,947Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC2.74%0.15%1,837,563285,75018.41%99,044,645Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.86%0.12%577,044283,38296.50%31,645,093Jun 30, 2024
AMERICAN CENTURY COMPANIES INC1.97%0.04%1,322,729269,77725.62%72,538,458Jun 30, 2024
FIRST TRUST ADVISORS LP1.43%0.05%957,073240,76033.61%52,485,883Jun 30, 2024
CURATED WEALTH PARTNERS LLC0.26%1.35%176,922176,922100.00%9,702,402Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.40%0.01%264,885166,429169.04%14,526,293Jun 30, 2024
INVESCO LTD.3.59%0.03%2,407,011138,8636.12%132,000,483Jun 30, 2024
ROYCE & ASSOCIATES LP0.37%0.13%251,039131,310109.67%13,766,979Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.18%0.04%120,460120,460100.00%6,606,026Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.35%0.07%232,301118,141103.49%12,739,387Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP4.20%0.04%2,812,383109,8854.07%154,224,420Jun 30, 2024
BLACKROCK INC.13.43%0.01%8,996,076108,5531.22%493,344,833Jun 30, 2024
SEGALL BRYANT & HAMILL, LLC0.15%0.10%97,93597,935100.00%5,370,755Jun 30, 2024
D. E. SHAW & CO., INC.0.20%0.01%135,94497,456253.21%7,455,168Jun 30, 2024
JPMORGAN CHASE & CO0.76%0.00%508,91389,59521.37%27,908,789Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.37%0.01%1,587,44688,4175.90%87,071,947Jun 30, 2024

As of Jun 30 2024, Terex's largest institutional buyer is FMR LLC. The company purchased 3.36M stocks of TEX, valued at $451.24M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
JUPITER ASSET MANAGEMENT LTD0.15%0.05%101,666-686,927-87.11%5,575,363Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.27%0.04%180,394-424,209-70.16%9,892,807Jun 30, 2024
GW&K INVESTMENT MANAGEMENT, LLC0.00%0.00%1,457-392,005-99.63%80,000Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----328,081-100.00%-Jun 30, 2024
CURATED WEALTH PARTNERS LLC----176,922-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----120,935-100.00%-Jun 30, 2024
PRUDENTIAL FINANCIAL INC0.79%0.04%532,165-107,586-16.82%29,183,951Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC0.11%0.00%71,764-103,996-59.17%3,935,538Jun 30, 2024
BRIDGEWATER ASSOCIATES, LP0.04%0.01%28,620-97,389-77.29%1,569,521Jun 30, 2024
BANK OF AMERICA CORP /DE/0.57%0.00%380,044-92,679-19.61%20,841,592Jun 30, 2024
VANGUARD GROUP INC10.93%0.01%7,323,471-80,618-1.09%401,619,150Jun 30, 2024
HENNESSY ADVISORS INC----77,700-100.00%-Jun 30, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP0.19%0.01%129,342-75,956-37.00%7,093,116Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD0.00%0.00%1,800-75,400-97.67%98,712Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.----72,204-100.00%-Jun 30, 2024
ALLIANCEBERNSTEIN L.P.0.20%0.00%134,085-72,031-34.95%7,353,221Jun 30, 2024
TWO SIGMA INVESTMENTS, LP----59,349-100.00%-Jun 30, 2024
D.A. DAVIDSON & CO.0.01%0.00%5,195-49,450-90.49%284,894,000Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC1.35%0.05%905,535-48,029-5.04%49,659,539Jun 30, 2024
ALGERT GLOBAL LLC0.06%0.07%40,993-45,583-52.65%2,248,000Jun 30, 2024

As of Jun 30 2024, Terex's biggest institutional seller is JUPITER ASSET MANAGEMENT LTD. The company sold -0.69M shares of TEX, valued at $5.58M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.14%0.01%766,435766,435100.00%42,031,295Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.69%0.06%461,036461,036100.00%25,283,095Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.18%0.04%120,460120,460100.00%6,606,026Jun 30, 2024
SEGALL BRYANT & HAMILL, LLC0.15%0.10%97,93597,935100.00%5,370,755Jun 30, 2024
OMERS ADMINISTRATION CORP0.05%0.02%32,90032,900100.00%1,804,236Jun 30, 2024
D. E. SHAW & CO., INC.0.04%0.00%25,00025,000100.00%1,371,000Jun 30, 2024
AQUATIC CAPITAL MANAGEMENT LLC0.04%0.05%24,80024,800100.00%1,360,032Jun 30, 2024
0.02%0.05%16,11016,110100.00%883,311Jun 30, 2024
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.0.02%0.00%13,60013,600100.00%746,000Jun 30, 2024
VIDENT ADVISORY, LLC0.02%0.02%11,72311,723100.00%642,890Jun 30, 2024
HOLOCENE ADVISORS, LP0.02%0.00%10,82910,829100.00%593,862Jun 30, 2024
ARISTEIA CAPITAL LLC0.02%0.01%10,53410,534100.00%577,685Jun 30, 2024
ATRIA INVESTMENTS, INC0.01%0.01%9,9179,917100.00%543,827Jun 30, 2024
TREK FINANCIAL, LLC0.01%0.03%7,0707,070100.00%387,719Jun 30, 2024
AXQ CAPITAL, LP0.01%0.06%4,8494,849100.00%265,919Jun 30, 2024
INTECH INVESTMENT MANAGEMENT LLC0.01%0.00%4,7694,769100.00%261,532Jun 30, 2024
PARAGON CAPITAL MANAGEMENT LTD0.01%0.05%4,6204,620100.00%253,388Jun 30, 2024
NVERSES CAPITAL, LLC0.01%0.12%3,8003,800100.00%208,392Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.01%2,6802,680100.00%146,971Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.04%2,3932,393100.00%131,233Jun 30, 2024
1620 INVESTMENT ADVISORS, INC.0.00%0.08%2,0192,019100.00%110,722Jun 30, 2024
SANDY SPRING BANK0.00%0.00%449449100.00%24,624Jun 30, 2024
SIMPLEX TRADING, LLC0.00%-377377100.00%20,000Jun 30, 2024
CRESSET ASSET MANAGEMENT, LLC0.00%0.00%300300100.00%16,452Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%298298100.00%15,847Jun 30, 2024
GODSEY & GIBB, INC0.00%0.00%209209100.00%11,455Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC0.00%0.00%202202100.00%11,078Jun 30, 2024
MAGNOLIA CAPITAL ADVISORS LLC0.00%0.00%167167100.00%9,158Jun 30, 2024
DUNHILL FINANCIAL, LLC0.00%0.01%161161100.00%8,829Jun 30, 2024
CENTRAL TRUST CO0.00%0.00%109109100.00%5,978Jun 30, 2024
CULLEN/FROST BANKERS, INC.0.00%0.00%7777100.00%4,230Jun 30, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.-0.00%3232100.00%1,754Jun 30, 2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC-0.00%1515100.00%823Jun 30, 2024

Terex's largest new institutional shareholder by number of shares is NORGES BANK, purchased 766.43K shares, valued at $42.03M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----328,081-100.00%-Jun 30, 2024
CURATED WEALTH PARTNERS LLC----176,922-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----120,935-100.00%-Jun 30, 2024
HENNESSY ADVISORS INC----77,700-100.00%-Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.----72,204-100.00%-Jun 30, 2024
TWO SIGMA INVESTMENTS, LP----59,349-100.00%-Jun 30, 2024
TEMASEK HOLDINGS (PRIVATE) LTD----34,712-100.00%-Jun 30, 2024
PEARL RIVER CAPITAL, LLC----30,702-100.00%-Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND----29,000-100.00%-Jun 30, 2024
GSA CAPITAL PARTNERS LLP----15,195-100.00%-Jun 30, 2024
BAILARD, INC.----11,851-100.00%-Jun 30, 2024
LISANTI CAPITAL GROWTH, LLC----11,195-100.00%-Jun 30, 2024
AVIVA PLC----10,880-100.00%-Jun 30, 2024
OLYMPIAD RESEARCH LP----10,737-100.00%-Jun 30, 2024
PHOENIX HOLDINGS LTD.----9,600-100.00%-Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----7,270-100.00%-Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP----7,187-100.00%-Jun 30, 2024
WALLEYE CAPITAL LLC----7,061-100.00%-Jun 30, 2024
XTX TOPCO LTD----6,283-100.00%-Jun 30, 2024
CLEARALPHA TECHNOLOGIES LP----6,200-100.00%-Jun 30, 2024
COMMERCE BANK----5,910-100.00%-Jun 30, 2024
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC----5,638-100.00%-Jun 30, 2024
MARTINGALE ASSET MANAGEMENT L P----5,605-100.00%-Jun 30, 2024
OXBOW ADVISORS, LLC----5,500-100.00%-Jun 30, 2024
ALPHAMARK ADVISORS, LLC----5,299-100.00%-Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.----5,219-100.00%-Jun 30, 2024
VESTCOR INC----5,022-100.00%-Jun 30, 2024
ARISTIDES CAPITAL LLC----4,275-100.00%-Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD----4,026-100.00%-Jun 30, 2024
ENVESTNET PORTFOLIO SOLUTIONS, INC.----3,996-100.00%-Jun 30, 2024
PROFUND ADVISORS LLC----3,793-100.00%-Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC----3,706-100.00%-Jun 30, 2024
PRINCIPLE WEALTH PARTNERS LLC----3,571-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----3,493-100.00%-Jun 30, 2024
BRIGHTON JONES LLC----3,424-100.00%-Jun 30, 2024
FRUTH INVESTMENT MANAGEMENT----3,350-100.00%-Jun 30, 2024
CORNERSTONE INVESTMENT PARTNERS, LLC----3,237-100.00%-Jun 30, 2024
AVANTAX PLANNING PARTNERS, INC.----3,202-100.00%-Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS----3,140-100.00%-Jun 30, 2024
CI INVESTMENTS INC.----1,948-100.00%-Jun 30, 2024
TRUVESTMENTS CAPITAL LLC----953-100.00%-Jun 30, 2024
PLATO INVESTMENT MANAGEMENT LTD----244-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----200-100.00%-Jun 30, 2024
TRANSCENDENT CAPITAL GROUP LLC----200-100.00%-Jun 30, 2024
FIRST HORIZON ADVISORS, INC.----150-100.00%-Jun 30, 2024
BYRNE ASSET MANAGEMENT LLC----145-100.00%-Jun 30, 2024
PARKSIDE FINANCIAL BANK & TRUST----100-100.00%-Jun 30, 2024
PARK PLACE CAPITAL CORP----67-100.00%-Jun 30, 2024
DENALI ADVISORS LLC----41-100.00%-Jun 30, 2024
HARBOR INVESTMENT ADVISORY, LLC----33-100.00%-Jun 30, 2024
QUEST PARTNERS LLC----16-100.00%-Jun 30, 2024
TFO-TDC, LLC----3-100.00%-Jun 30, 2024

Terex's largest sold out institutional shareholder by shares sold is MIRAE ASSET GLOBAL INVESTMENTS CO., LTD., sold -0.33M shares, valued at -, as of undefined.

Terex Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
AGF Investments Trust1.18%-22,295--Mar 31, 2024
NICHOLAS HIGH INCOME FUND, INC.1.10%1,000,000--Jun 30, 2020
Clark Fork Trust0.83%63,500--Feb 29, 2024
AB TRUST0.78%745,115--Feb 29, 2024
Brookfield Real Assets Income Fund Inc.0.43%5,125,000--Mar 31, 2024
BNY MELLON OPPORTUNITY FUNDS0.18%193,579--Mar 31, 2024
BNY MELLON HIGH YIELD STRATEGIES FUND0.18%475,000--Mar 31, 2024
CORNERCAP GROUP OF FUNDS /VA/0.17%12,115--Sep 30, 2022
BNY MELLON VARIABLE INVESTMENT FUND0.17%40,222--Mar 31, 2024
UNDISCOVERED MANAGERS FUNDS0.15%1,121,091-29,846-2.59%Dec 31, 2023
SPDR S&P MIDCAP 400 ETF TRUST0.14%547,7892,1950.40%Mar 28, 2024
Tema ETF Trust0.13%5,8091572.78%Feb 29, 2024
Brookfield Investment Funds0.12%200,000--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.12%645,456229,58155.20%Mar 31, 2024
Vanguard Montgomery Funds0.11%26,6456,22030.45%Mar 31, 2024
BNY MELLON MIDCAP INDEX FUND, INC.0.10%41,616-2,075-4.75%Jan 31, 2024
Federated Hermes MDT Series0.09%212,678-18,170-7.87%Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.08%44,242--Mar 31, 2024
DELAWARE VIP TRUST0.08%303,400--Mar 28, 2024
FIDELITY CAPITAL TRUST0.07%771,30029,3003.95%Jan 31, 2024
FRANKLIN VALUE INVESTORS TRUST0.06%205,583--Jan 31, 2024
FORUM FUNDS0.05%109,950100,3501045.31%Mar 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.04%25,8503,63616.37%Feb 29, 2024
Monteagle Funds0.04%1,700--Feb 29, 2024
Federated Hermes Index Trust0.04%8,3335497.05%Jan 31, 2024
INTEGRITY FUNDS0.03%88,000--Jan 31, 2024
BRIDGEWAY FUNDS INC0.03%81,000--Mar 28, 2024
NUVEEN INVESTMENT TRUST0.03%17,800--Mar 31, 2024
VANGUARD ADMIRAL FUNDS0.03%137,022-5,194-3.65%Feb 29, 2024
Vericimetry Funds0.03%2,835-460-13.96%Mar 31, 2024
AB VARIABLE PRODUCTS SERIES FUND, INC.0.03%129,053--Mar 31, 2024
HENNESSY FUNDS TRUST0.03%54,000--Jan 31, 2024
Zacks Trust0.02%2,1611,337162.26%Feb 29, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.02%51,460--Mar 31, 2024
VICTORY VARIABLE INSURANCE FUNDS0.02%11,33011,330-Mar 31, 2024
GABELLI DIVIDEND & INCOME TRUST0.02%36,000--Dec 29, 2023
VANGUARD HORIZON FUNDS0.02%500,900-191,836-27.69%Mar 31, 2024
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS)0.02%687,983687,983-Jan 31, 2024
VANGUARD EXPLORER FUND0.02%248,624-78,794-24.07%Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.02%116,646-4,138-3.43%Mar 31, 2024
SARATOGA ADVANTAGE TRUST0.02%1,139211.88%Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.02%71,059-35,279-33.18%Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.02%2,600,000--Mar 31, 2024
Starboard Investment Trust0.02%10,1394915.09%Feb 29, 2024
SYNTAX ETF TRUST0.02%541-70-11.46%Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.02%9,959-147-1.45%Mar 31, 2024
LEUTHOLD FUNDS INC0.02%30,221300.10%Mar 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.01%8,742-428-4.67%Mar 31, 2024
DELAWARE GROUP EQUITY FUNDS V0.01%872,850-196,700-18.39%Feb 29, 2024
FIDELITY SECURITIES FUND0.01%1,277,072-1,900-0.15%Jan 31, 2024
VANGUARD INDEX FUNDS0.01%5,733,519-1,020,250-15.11%Mar 31, 2024
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS)0.01%249,20012,1005.10%Jan 31, 2024
VANGUARD WHITEHALL FUNDS0.01%1,115,879--Jan 31, 2024
FIDELITY DEVONSHIRE TRUST0.01%125,204-14,231-10.21%Jan 31, 2024
ROYCE FUND0.01%72,56412,06419.94%Mar 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.01%1,789--Mar 28, 2024
VICTORY PORTFOLIOS0.01%292,535-41,629-12.46%Mar 31, 2024
Guggenheim Variable Funds Trust0.01%37,7624971.33%Dec 31, 2023
ADVISORS' INNER CIRCLE FUND0.01%215,000--Jan 31, 2024
Voya EQUITY TRUST0.01%12,9601,50913.18%Feb 29, 2024
GABELLI EQUITY SERIES FUNDS INC0.01%7,000--Dec 29, 2023
Humankind Benefit Corp0.01%193--Dec 31, 2023
AMERICAN CENTURY ETF TRUST0.01%992,303413,79871.53%Feb 29, 2024
AIM GROWTH SERIES (INVESCO GROWTH SERIES)0.01%259,361-13,751-5.03%Mar 31, 2024
Bernstein Fund Inc0.01%70,340-8,840-11.16%Mar 31, 2024
SCM Trust0.01%24,000--Dec 31, 2023
Calvert Variable Products, Inc.0.01%21,559-190-0.87%Mar 31, 2024
Global X Funds0.01%352,69318,6665.59%Feb 29, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.01%25,1473531.42%Mar 31, 2024
SCHWAB CAPITAL TRUST0.01%318,35227,8349.58%Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.01%1,674--Mar 31, 2024
PPM Funds0.01%5,675--Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.01%563,400156,18538.35%Jan 31, 2024
AB CAP FUND, INC.0.00%169,260--Jan 31, 2024
BNY Mellon Strategic Funds, Inc.0.00%11,041--Mar 31, 2024
BNY Mellon Investment Funds III0.00%1,645,000--Jan 31, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.00%20,326--Mar 28, 2024
Natixis Funds Trust IV0.00%1,454745.36%Jan 31, 2024
OBERWEIS FUNDS0.00%4,500--Mar 31, 2024
AMG FUNDS0.00%121,937-77,315-38.80%Mar 28, 2024
World Funds Trust0.00%49,9583,0266.45%Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%47,8512,0064.38%Mar 31, 2024
DRIEHAUS MUTUAL FUNDS0.00%33,806--Mar 28, 2024
Guardian Variable Products Trust0.00%57,800-2,400-3.99%Mar 31, 2024
Principal Exchange-Traded Funds0.00%40,955-7,401-15.31%Mar 31, 2024
Advisors Preferred Trust0.00%23,337--Mar 31, 2024
James Alpha Funds Trust0.00%23,961--Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC0.00%105,86233,48846.27%Mar 31, 2024
John Hancock Exchange-Traded Fund Trust0.00%19,078-305-1.57%Jan 31, 2024
FIDELITY COVINGTON TRUST0.00%55,61433,956156.78%Mar 31, 2024
DIMENSIONAL INVESTMENT GROUP INC0.00%42,936--Jan 31, 2024
IndexIQ ETF Trust0.00%6,677-506-7.04%Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%595,92022,1583.86%Feb 29, 2024
MML SERIES INVESTMENT FUND0.00%26,730--Dec 31, 2023
FIDELITY ADVISOR SERIES I0.00%510,700-24,600-4.60%Feb 29, 2024
PFM Multi-Manager Series Trust0.00%2,190--Dec 31, 2023
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.00%1,42752157.51%Sep 30, 2020
PRUDENTIAL INVESTMENT PORTFOLIOS 90.00%53,300-20,800-28.07%Jan 31, 2024
RYDEX VARIABLE TRUST0.00%2,9152,7892213.49%Dec 31, 2023
UBS FUNDS0.00%11,822--Mar 31, 2024

Terex's largest mutual fund holder by % of total assets is "AGF Investments Trust", owning -22.30K shares, compromising 1.18% of its total assets.

Terex Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24179-54.80%
31 Mar, 24396-4.81%
31 Dec, 234160.48%
30 Sep, 234145.34%
30 Jun, 233934.52%
31 Mar, 2337617.50%
31 Dec, 2232013.88%
30 Sep, 222816.44%
30 Jun, 22264-7.37%
31 Mar, 22285-
31 Dec, 21285-2.40%
30 Sep, 212923.91%
30 Jun, 21281-2.09%
31 Mar, 2128712.99%
31 Dec, 2025415.45%
30 Sep, 20220-3.51%
30 Jun, 20228-4.60%
31 Mar, 20239-5.91%
31 Dec, 19254-3.05%
30 Sep, 19262-0.76%
30 Jun, 19264-8.01%
31 Mar, 192879.54%
31 Dec, 18262-16.29%
30 Sep, 18313-4.86%
30 Jun, 183295.45%
31 Mar, 18312-7.69%
31 Dec, 1733812.29%
30 Sep, 1730111.90%
30 Jun, 17269-5.94%
31 Mar, 17286-4.98%
31 Dec, 1630114.45%
30 Sep, 16263-7.07%
30 Jun, 16283-6.60%
31 Mar, 1630311.40%
31 Dec, 15272-2.51%
30 Sep, 15279-12.54%
30 Jun, 15319-1.85%
31 Mar, 15325-3.27%
31 Dec, 143363.07%
30 Sep, 14326-9.70%
30 Jun, 143614.03%
31 Mar, 143476.44%
31 Dec, 13326-0.31%
30 Sep, 1332710.10%
30 Jun, 1329786.79%
31 Mar, 1315913.57%
31 Dec, 12140-1.41%
30 Sep, 1214210.08%
30 Jun, 12129-6.52%
31 Mar, 1213815.97%
31 Dec, 1111910.19%
30 Sep, 11108-10.74%
30 Jun, 111217.08%
31 Mar, 1111316.49%
31 Dec, 1097-
30 Sep, 1097-5.83%
30 Jun, 101030.98%
31 Mar, 1010210.87%
31 Dec, 0992-11.54%
30 Sep, 091046.12%
30 Jun, 0998-
31 Mar, 0998-10.09%
31 Dec, 08109-21.01%
30 Sep, 081386.15%
30 Jun, 081302.36%
31 Mar, 081279.48%
31 Dec, 0711611.54%
30 Sep, 071044.00%
30 Jun, 0710011.11%
31 Mar, 07909.76%
31 Dec, 068228.13%
30 Sep, 0664-3.03%
30 Jun, 066617.86%
31 Mar, 065619.15%
31 Dec, 05472.17%
30 Sep, 05469.52%
30 Jun, 05422.44%
31 Mar, 05417.89%
31 Dec, 0438-11.63%
30 Sep, 0443-2.27%
30 Jun, 0444-12.00%
31 Mar, 045051.52%
31 Dec, 033326.92%
30 Sep, 0326-3.70%
30 Jun, 032722.73%
31 Mar, 032210.00%
31 Dec, 0220-9.09%
30 Sep, 0222-8.33%
30 Jun, 022426.32%
31 Mar, 021935.71%
31 Dec, 0114-17.65%
30 Sep, 01176.25%
30 Jun, 011614.29%
31 Mar, 011427.27%
31 Dec, 0011-8.33%
30 Sep, 0012-20.00%
30 Jun, 00157.14%
31 Mar, 0014-22.22%
31 Dec, 991828.57%
30 Sep, 9914-17.65%
30 Jun, 99176.25%
31 Mar, 99161500.00%
31 Dec, 981-

As of 30 Jun 24, 179 institutions are holding Terex's shares, representing a decrease of -54.80% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2416,721,986-72.55%
31 Mar, 2460,921,366-2.11%
31 Dec, 2362,232,632-1.00%
30 Sep, 2362,862,231-0.16%
30 Jun, 2362,962,021-0.34%
31 Mar, 2363,178,0395.14%
31 Dec, 2260,090,0680.88%
30 Sep, 2259,563,686-0.42%
30 Jun, 2259,812,391-1.65%
31 Mar, 2260,813,8691.71%
31 Dec, 2159,788,879-0.61%
30 Sep, 2160,154,610-0.08%
30 Jun, 2160,202,7662.15%
31 Mar, 2158,937,467-0.64%
31 Dec, 2059,315,1620.78%
30 Sep, 2058,858,489-3.57%
30 Jun, 2061,039,095-1.88%
31 Mar, 2062,207,457-1.17%
31 Dec, 1962,943,928-1.90%
30 Sep, 1964,161,5690.94%
30 Jun, 1963,565,632-3.25%
31 Mar, 1965,699,856-2.86%
31 Dec, 1867,637,061-11.34%
30 Sep, 1876,286,2843.79%
30 Jun, 1873,497,669-2.82%
31 Mar, 1875,630,589-4.57%
31 Dec, 1779,251,959-4.02%
30 Sep, 1782,569,601-6.33%
30 Jun, 1788,149,116-2.41%
31 Mar, 1790,325,708-3.04%
31 Dec, 1693,154,8094.26%
30 Sep, 1689,352,4030.72%
30 Jun, 1688,715,9553.99%
31 Mar, 1685,312,044-3.65%
31 Dec, 1588,542,225-0.31%
30 Sep, 1588,818,292-7.26%
30 Jun, 1595,770,738-1.51%
31 Mar, 1597,238,0511.18%
31 Dec, 1496,107,5511.03%
30 Sep, 1495,131,020-1.88%
30 Jun, 1496,954,254-4.64%
31 Mar, 14101,673,0560.39%
31 Dec, 13101,277,077-3.06%
30 Sep, 13104,469,8571.98%
30 Jun, 13102,441,815129.49%
31 Mar, 1344,638,468-17.19%
31 Dec, 1253,901,88712.73%
30 Sep, 1247,815,511-11.08%
30 Jun, 1253,775,09014.14%
31 Mar, 1247,112,5511.11%
31 Dec, 1146,597,29112.36%
30 Sep, 1141,470,681-21.06%
30 Jun, 1152,536,93717.03%
31 Mar, 1144,890,283-5.02%
31 Dec, 1047,261,15811.98%
30 Sep, 1042,203,798-13.34%
30 Jun, 1048,699,33016.17%
31 Mar, 1041,920,075-5.68%
31 Dec, 0944,443,0804.02%
30 Sep, 0942,723,88756.71%
30 Jun, 0927,263,79234.86%
31 Mar, 0920,216,388-30.37%
31 Dec, 0829,034,09210.45%
30 Sep, 0826,286,89822.02%
30 Jun, 0821,543,61517.33%
31 Mar, 0818,362,153-14.92%
31 Dec, 0721,582,485-9.07%
30 Sep, 0723,736,3626.38%
30 Jun, 0722,312,89026.82%
31 Mar, 0717,594,450-25.67%
31 Dec, 0623,670,2195.54%
30 Sep, 0622,427,320117.84%
30 Jun, 0610,295,4459.88%
31 Mar, 069,370,05726.31%
31 Dec, 057,418,085-12.05%
30 Sep, 058,434,704-8.01%
30 Jun, 059,169,15122.57%
31 Mar, 057,481,01918.15%
31 Dec, 046,331,692-3.65%
30 Sep, 046,571,654-9.49%
30 Jun, 047,260,537-10.81%
31 Mar, 048,140,358177.05%
31 Dec, 032,938,190-27.39%
30 Sep, 034,046,31312.31%
30 Jun, 033,602,93777.30%
31 Mar, 032,032,159-0.65%
31 Dec, 022,045,468-41.15%
30 Sep, 023,475,808-33.84%
30 Jun, 025,253,302-10.94%
31 Mar, 025,898,31960.39%
31 Dec, 013,677,581197.71%
30 Sep, 011,235,283-75.95%
30 Jun, 015,136,065123.74%
31 Mar, 012,295,577-45.12%
31 Dec, 004,183,21328.34%
30 Sep, 003,259,5809.56%
30 Jun, 002,975,23111.04%
31 Mar, 002,679,386-28.84%
31 Dec, 993,765,24928.31%
30 Sep, 992,934,450-30.60%
30 Jun, 994,228,50926.93%
31 Mar, 993,331,3834756.24%
31 Dec, 9868,600-

Terex (TEX) has 16.72M shares outstanding as of 30 Jun 24, down -72.55% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2424.96%0.30%
31 Mar, 2490.93%1.06%
31 Dec, 2392.61%1.06%
30 Sep, 2393.27%1.08%
30 Jun, 2393.14%1.07%
31 Mar, 2393.32%1.18%
31 Dec, 2289.02%1.15%
30 Sep, 2287.85%1.17%
30 Jun, 2286.81%1.14%
31 Mar, 2287.13%1.19%
31 Dec, 2185.66%1.15%
30 Sep, 2186.18%1.16%
30 Jun, 2186.25%1.20%
31 Mar, 2184.80%1.16%
31 Dec, 2085.47%1.18%
30 Sep, 2084.93%1.09%
30 Jun, 2088.08%1.13%
31 Mar, 2088.24%1.13%
31 Dec, 1988.40%1.09%
30 Sep, 1989.99%1.13%
30 Jun, 1989.28%1.03%
31 Mar, 1993.06%1.08%
31 Dec, 1893.04%0.87%
30 Sep, 18103.51%1.09%
30 Jun, 1897.35%1.08%
31 Mar, 1894.89%1.30%
31 Dec, 1785.40%0.97%
30 Sep, 1793.83%1.11%
30 Jun, 1792.11%1.25%
31 Mar, 1785.86%1.11%
31 Dec, 1687.96%1.28%
30 Sep, 1683.04%1.26%
30 Jun, 1681.24%1.32%
31 Mar, 1678.41%1.18%
31 Dec, 1581.61%1.22%
30 Sep, 1581.86%1.01%
30 Jun, 1590.18%1.08%
31 Mar, 1591.56%1.19%
31 Dec, 1487.61%1.18%
30 Sep, 1486.33%1.12%
30 Jun, 1487.90%1.04%
31 Mar, 1491.76%1.10%
31 Dec, 1391.16%1.03%
30 Sep, 1393.86%1.11%
30 Jun, 1392.12%5.68%
31 Mar, 1340.29%1.69%
31 Dec, 1248.78%2.61%
30 Sep, 1243.27%1.82%
30 Jun, 1248.71%2.65%
31 Mar, 1242.87%2.37%
31 Dec, 1142.55%2.97%
30 Sep, 1137.84%1.64%
30 Jun, 1147.98%2.84%
31 Mar, 1141.11%2.17%
31 Dec, 1043.48%2.89%
30 Sep, 1038.79%1.93%
30 Jun, 1044.80%3.00%
31 Mar, 1038.67%2.06%
31 Dec, 0943.32%2.77%
30 Sep, 0939.52%5.22%
30 Jun, 0927.51%6.05%
31 Mar, 0921.33%2.43%
31 Dec, 0829.60%3.96%
30 Sep, 0827.35%5.95%
30 Jun, 0821.44%6.50%
31 Mar, 0818.16%4.09%
31 Dec, 0721.08%3.94%
30 Sep, 0723.13%4.91%
30 Jun, 0721.71%7.32%
31 Mar, 0717.22%3.12%
31 Dec, 0623.51%4.77%
30 Sep, 0622.21%21.37%
30 Jun, 0610.19%11.56%
31 Mar, 069.39%16.99%
31 Dec, 057.43%10.41%
30 Sep, 058.45%9.85%
30 Jun, 059.26%16.22%
31 Mar, 057.56%18.47%
31 Dec, 046.40%14.40%
30 Sep, 046.67%12.19%
30 Jun, 047.39%10.63%
31 Mar, 048.34%89.41%
31 Dec, 033.05%17.48%
30 Sep, 034.18%29.18%
30 Jun, 033.78%83.76%
31 Mar, 032.13%46.43%
31 Dec, 022.14%16.19%
30 Sep, 023.64%9.61%
30 Jun, 026.15%10.21%
31 Mar, 027.76%33.15%
31 Dec, 014.84%91.79%
30 Sep, 012.30%2.52%
30 Jun, 019.55%52.05%
31 Mar, 014.28%7.24%
31 Dec, 007.69%21.42%
30 Sep, 005.99%20.48%
30 Jun, 005.41%22.79%
31 Mar, 004.87%8.05%
31 Dec, 997.78%27.33%
30 Sep, 995.34%7.40%
30 Jun, 998.49%13.37%
31 Mar, 997.97%29308.73%
31 Dec, 980.16%-

As of 30 Jun 24, Terex is held by 24.96% institutional shareholders, representing a 0.30% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2485-49.40%
31 Mar, 24168-12.50%
31 Dec, 231920.52%
30 Sep, 23191-1.04%
30 Jun, 23193-
31 Mar, 2319319.14%
31 Dec, 2216224.62%
30 Sep, 221307.44%
30 Jun, 22121-14.79%
31 Mar, 221420.71%
31 Dec, 211411.44%
30 Sep, 211396.92%
30 Jun, 21130-12.16%
31 Mar, 2114835.78%
31 Dec, 2010922.47%
30 Sep, 2089-6.32%
30 Jun, 2095-4.04%
31 Mar, 2099-21.43%
31 Dec, 191267.69%
30 Sep, 19117-
30 Jun, 19117-11.36%
31 Mar, 1913224.53%
31 Dec, 18106-17.83%
30 Sep, 18129-15.13%
30 Jun, 181529.35%
31 Mar, 18139-4.79%
31 Dec, 1714630.36%
30 Sep, 171129.80%
30 Jun, 17102-21.54%
31 Mar, 171306.56%
31 Dec, 1612211.93%
30 Sep, 16109-18.66%
30 Jun, 16134-12.99%
31 Mar, 1615428.33%
31 Dec, 15120-17.24%
30 Sep, 15145-8.23%
30 Jun, 151581.94%
31 Mar, 151554.73%
31 Dec, 14148-15.91%
30 Sep, 141768.64%
30 Jun, 141623.85%
31 Mar, 141568.33%
31 Dec, 13144-8.86%
30 Sep, 13158-24.04%
30 Jun, 13208160.00%
31 Mar, 138021.21%
31 Dec, 1266-14.29%
30 Sep, 1277-6.10%
30 Jun, 128210.81%
31 Mar, 12748.82%
31 Dec, 11681.49%
30 Sep, 11671.52%
30 Jun, 116611.86%
31 Mar, 115925.53%
31 Dec, 10479.30%
30 Sep, 1043-21.82%
30 Jun, 10557.84%
31 Mar, 105118.60%
31 Dec, 0943-21.82%
30 Sep, 0955-
30 Jun, 0955-
31 Mar, 0955-12.70%
31 Dec, 0863-25.00%
30 Sep, 08847.69%
30 Jun, 08781.30%
31 Mar, 087710.00%
31 Dec, 077022.81%
30 Sep, 07579.62%
30 Jun, 0752-13.33%
31 Mar, 076017.65%
31 Dec, 0651-8.93%
30 Sep, 065647.37%
30 Jun, 063811.76%
31 Mar, 063421.43%
31 Dec, 0528-15.15%
30 Sep, 053326.92%
30 Jun, 0526-3.70%
31 Mar, 052722.73%
31 Dec, 0422-4.35%
30 Sep, 0423-14.81%
30 Jun, 0427-20.59%
31 Mar, 043470.00%
31 Dec, 032066.67%
30 Sep, 0312-20.00%
30 Jun, 0315-
31 Mar, 031515.38%
31 Dec, 0213-
30 Sep, 021318.18%
30 Jun, 0211-15.38%
31 Mar, 021362.50%
31 Dec, 018-27.27%
30 Sep, 0111-
30 Jun, 011110.00%
31 Mar, 0110150.00%
31 Dec, 004-
30 Sep, 004-60.00%
30 Jun, 001042.86%
31 Mar, 007-41.67%
31 Dec, 991250.00%
30 Sep, 998-27.27%
30 Jun, 9911-31.25%
31 Mar, 99161500.00%
31 Dec, 981-

85 institutional shareholders have increased their position in TEX stock as of 30 Jun 24 compared to 168 in the previous quarter (a -49.40% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2460-60.26%
31 Mar, 24151-1.31%
31 Dec, 23153-1.29%
30 Sep, 231556.90%
30 Jun, 2314513.28%
31 Mar, 2312815.32%
31 Dec, 221111.83%
30 Sep, 2210912.37%
30 Jun, 22973.19%
31 Mar, 2294-
31 Dec, 21942.17%
30 Sep, 2192-8.91%
30 Jun, 2110110.99%
31 Mar, 2191-11.65%
31 Dec, 2010351.47%
30 Sep, 2068-20.00%
30 Jun, 20858.97%
31 Mar, 20781.30%
31 Dec, 1977-1.28%
30 Sep, 1978-13.33%
30 Jun, 1990-10.00%
31 Mar, 191003.09%
31 Dec, 1897-21.14%
30 Sep, 1812311.82%
30 Jun, 181104.76%
31 Mar, 18105-16.67%
31 Dec, 17126-4.55%
30 Sep, 1713224.53%
30 Jun, 1710613.98%
31 Mar, 1793-21.19%
31 Dec, 1611825.53%
30 Sep, 169416.05%
30 Jun, 1681-17.35%
31 Mar, 169822.50%
31 Dec, 1580-1.23%
30 Sep, 1581-13.83%
30 Jun, 1594-10.48%
31 Mar, 15105-9.48%
31 Dec, 1411630.34%
30 Sep, 1489-31.54%
30 Jun, 14130-4.41%
31 Mar, 1413610.57%
31 Dec, 131238.85%
30 Sep, 13113182.50%
30 Jun, 1340-29.82%
31 Mar, 135723.91%
31 Dec, 124612.20%
30 Sep, 124141.38%
30 Jun, 1229-32.56%
31 Mar, 124338.71%
31 Dec, 113147.62%
30 Sep, 1121-30.00%
30 Jun, 1130-18.92%
31 Mar, 113723.33%
31 Dec, 1030-3.23%
30 Sep, 1031-
30 Jun, 1031-6.06%
31 Mar, 10336.45%
31 Dec, 0931-13.89%
30 Sep, 093638.46%
30 Jun, 0926-21.21%
31 Mar, 0933-
31 Dec, 0833-5.71%
30 Sep, 0835-5.41%
30 Jun, 0837-
31 Mar, 08375.71%
31 Dec, 0735-
30 Sep, 073516.67%
30 Jun, 073076.47%
31 Mar, 0717-22.73%
31 Dec, 0622266.67%
30 Sep, 066-75.00%
30 Jun, 062471.43%
31 Mar, 061427.27%
31 Dec, 051122.22%
30 Sep, 059-18.18%
30 Jun, 051157.14%
31 Mar, 057-36.36%
31 Dec, 0411-15.38%
30 Sep, 04138.33%
30 Jun, 0412-7.69%
31 Mar, 041385.71%
31 Dec, 037-
30 Sep, 037-12.50%
30 Jun, 038166.67%
31 Mar, 03350.00%
31 Dec, 022-
30 Sep, 022-75.00%
30 Jun, 02860.00%
31 Mar, 025150.00%
31 Dec, 012-50.00%
30 Sep, 01433.33%
30 Jun, 013-
31 Mar, 013-40.00%
31 Dec, 005-
30 Sep, 00566.67%
30 Jun, 003-40.00%
31 Mar, 00525.00%
31 Dec, 994-20.00%
30 Sep, 995-16.67%
30 Jun, 996-
31 Mar, 99--
31 Dec, 98--

60 institutional shareholders have reduced their position in TEX stock as of 30 Jun 24 compared to 151 in the previous quarter (a -60.26% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24179-54.80%16,721,986-72.55%24.96%0.30%85-49.40%60-60.26%
31 Mar, 24396-4.81%60,921,366-2.11%90.93%1.06%168-12.50%151-1.31%
31 Dec, 234160.48%62,232,632-1.00%92.61%1.06%1920.52%153-1.29%
30 Sep, 234145.34%62,862,231-0.16%93.27%1.08%191-1.04%1556.90%
30 Jun, 233934.52%62,962,021-0.34%93.14%1.07%193-14513.28%
31 Mar, 2337617.50%63,178,0395.14%93.32%1.18%19319.14%12815.32%
31 Dec, 2232013.88%60,090,0680.88%89.02%1.15%16224.62%1111.83%
30 Sep, 222816.44%59,563,686-0.42%87.85%1.17%1307.44%10912.37%
30 Jun, 22264-7.37%59,812,391-1.65%86.81%1.14%121-14.79%973.19%
31 Mar, 22285-60,813,8691.71%87.13%1.19%1420.71%94-
31 Dec, 21285-2.40%59,788,879-0.61%85.66%1.15%1411.44%942.17%
30 Sep, 212923.91%60,154,610-0.08%86.18%1.16%1396.92%92-8.91%
30 Jun, 21281-2.09%60,202,7662.15%86.25%1.20%130-12.16%10110.99%
31 Mar, 2128712.99%58,937,467-0.64%84.80%1.16%14835.78%91-11.65%
31 Dec, 2025415.45%59,315,1620.78%85.47%1.18%10922.47%10351.47%
30 Sep, 20220-3.51%58,858,489-3.57%84.93%1.09%89-6.32%68-20.00%
30 Jun, 20228-4.60%61,039,095-1.88%88.08%1.13%95-4.04%858.97%
31 Mar, 20239-5.91%62,207,457-1.17%88.24%1.13%99-21.43%781.30%
31 Dec, 19254-3.05%62,943,928-1.90%88.40%1.09%1267.69%77-1.28%
30 Sep, 19262-0.76%64,161,5690.94%89.99%1.13%117-78-13.33%
30 Jun, 19264-8.01%63,565,632-3.25%89.28%1.03%117-11.36%90-10.00%
31 Mar, 192879.54%65,699,856-2.86%93.06%1.08%13224.53%1003.09%
31 Dec, 18262-16.29%67,637,061-11.34%93.04%0.87%106-17.83%97-21.14%
30 Sep, 18313-4.86%76,286,2843.79%103.51%1.09%129-15.13%12311.82%
30 Jun, 183295.45%73,497,669-2.82%97.35%1.08%1529.35%1104.76%
31 Mar, 18312-7.69%75,630,589-4.57%94.89%1.30%139-4.79%105-16.67%
31 Dec, 1733812.29%79,251,959-4.02%85.40%0.97%14630.36%126-4.55%
30 Sep, 1730111.90%82,569,601-6.33%93.83%1.11%1129.80%13224.53%
30 Jun, 17269-5.94%88,149,116-2.41%92.11%1.25%102-21.54%10613.98%
31 Mar, 17286-4.98%90,325,708-3.04%85.86%1.11%1306.56%93-21.19%
31 Dec, 1630114.45%93,154,8094.26%87.96%1.28%12211.93%11825.53%
30 Sep, 16263-7.07%89,352,4030.72%83.04%1.26%109-18.66%9416.05%
30 Jun, 16283-6.60%88,715,9553.99%81.24%1.32%134-12.99%81-17.35%
31 Mar, 1630311.40%85,312,044-3.65%78.41%1.18%15428.33%9822.50%
31 Dec, 15272-2.51%88,542,225-0.31%81.61%1.22%120-17.24%80-1.23%
30 Sep, 15279-12.54%88,818,292-7.26%81.86%1.01%145-8.23%81-13.83%
30 Jun, 15319-1.85%95,770,738-1.51%90.18%1.08%1581.94%94-10.48%
31 Mar, 15325-3.27%97,238,0511.18%91.56%1.19%1554.73%105-9.48%
31 Dec, 143363.07%96,107,5511.03%87.61%1.18%148-15.91%11630.34%
30 Sep, 14326-9.70%95,131,020-1.88%86.33%1.12%1768.64%89-31.54%
30 Jun, 143614.03%96,954,254-4.64%87.90%1.04%1623.85%130-4.41%
31 Mar, 143476.44%101,673,0560.39%91.76%1.10%1568.33%13610.57%
31 Dec, 13326-0.31%101,277,077-3.06%91.16%1.03%144-8.86%1238.85%
30 Sep, 1332710.10%104,469,8571.98%93.86%1.11%158-24.04%113182.50%
30 Jun, 1329786.79%102,441,815129.49%92.12%5.68%208160.00%40-29.82%
31 Mar, 1315913.57%44,638,468-17.19%40.29%1.69%8021.21%5723.91%
31 Dec, 12140-1.41%53,901,88712.73%48.78%2.61%66-14.29%4612.20%
30 Sep, 1214210.08%47,815,511-11.08%43.27%1.82%77-6.10%4141.38%
30 Jun, 12129-6.52%53,775,09014.14%48.71%2.65%8210.81%29-32.56%
31 Mar, 1213815.97%47,112,5511.11%42.87%2.37%748.82%4338.71%
31 Dec, 1111910.19%46,597,29112.36%42.55%2.97%681.49%3147.62%
30 Sep, 11108-10.74%41,470,681-21.06%37.84%1.64%671.52%21-30.00%
30 Jun, 111217.08%52,536,93717.03%47.98%2.84%6611.86%30-18.92%
31 Mar, 1111316.49%44,890,283-5.02%41.11%2.17%5925.53%3723.33%
31 Dec, 1097-47,261,15811.98%43.48%2.89%479.30%30-3.23%
30 Sep, 1097-5.83%42,203,798-13.34%38.79%1.93%43-21.82%31-
30 Jun, 101030.98%48,699,33016.17%44.80%3.00%557.84%31-6.06%
31 Mar, 1010210.87%41,920,075-5.68%38.67%2.06%5118.60%336.45%
31 Dec, 0992-11.54%44,443,0804.02%43.32%2.77%43-21.82%31-13.89%
30 Sep, 091046.12%42,723,88756.71%39.52%5.22%55-3638.46%
30 Jun, 0998-27,263,79234.86%27.51%6.05%55-26-21.21%
31 Mar, 0998-10.09%20,216,388-30.37%21.33%2.43%55-12.70%33-
31 Dec, 08109-21.01%29,034,09210.45%29.60%3.96%63-25.00%33-5.71%
30 Sep, 081386.15%26,286,89822.02%27.35%5.95%847.69%35-5.41%
30 Jun, 081302.36%21,543,61517.33%21.44%6.50%781.30%37-
31 Mar, 081279.48%18,362,153-14.92%18.16%4.09%7710.00%375.71%
31 Dec, 0711611.54%21,582,485-9.07%21.08%3.94%7022.81%35-
30 Sep, 071044.00%23,736,3626.38%23.13%4.91%579.62%3516.67%
30 Jun, 0710011.11%22,312,89026.82%21.71%7.32%52-13.33%3076.47%
31 Mar, 07909.76%17,594,450-25.67%17.22%3.12%6017.65%17-22.73%
31 Dec, 068228.13%23,670,2195.54%23.51%4.77%51-8.93%22266.67%
30 Sep, 0664-3.03%22,427,320117.84%22.21%21.37%5647.37%6-75.00%
30 Jun, 066617.86%10,295,4459.88%10.19%11.56%3811.76%2471.43%
31 Mar, 065619.15%9,370,05726.31%9.39%16.99%3421.43%1427.27%
31 Dec, 05472.17%7,418,085-12.05%7.43%10.41%28-15.15%1122.22%
30 Sep, 05469.52%8,434,704-8.01%8.45%9.85%3326.92%9-18.18%
30 Jun, 05422.44%9,169,15122.57%9.26%16.22%26-3.70%1157.14%
31 Mar, 05417.89%7,481,01918.15%7.56%18.47%2722.73%7-36.36%
31 Dec, 0438-11.63%6,331,692-3.65%6.40%14.40%22-4.35%11-15.38%
30 Sep, 0443-2.27%6,571,654-9.49%6.67%12.19%23-14.81%138.33%
30 Jun, 0444-12.00%7,260,537-10.81%7.39%10.63%27-20.59%12-7.69%
31 Mar, 045051.52%8,140,358177.05%8.34%89.41%3470.00%1385.71%
31 Dec, 033326.92%2,938,190-27.39%3.05%17.48%2066.67%7-
30 Sep, 0326-3.70%4,046,31312.31%4.18%29.18%12-20.00%7-12.50%
30 Jun, 032722.73%3,602,93777.30%3.78%83.76%15-8166.67%
31 Mar, 032210.00%2,032,159-0.65%2.13%46.43%1515.38%350.00%
31 Dec, 0220-9.09%2,045,468-41.15%2.14%16.19%13-2-
30 Sep, 0222-8.33%3,475,808-33.84%3.64%9.61%1318.18%2-75.00%
30 Jun, 022426.32%5,253,302-10.94%6.15%10.21%11-15.38%860.00%
31 Mar, 021935.71%5,898,31960.39%7.76%33.15%1362.50%5150.00%
31 Dec, 0114-17.65%3,677,581197.71%4.84%91.79%8-27.27%2-50.00%
30 Sep, 01176.25%1,235,283-75.95%2.30%2.52%11-433.33%
30 Jun, 011614.29%5,136,065123.74%9.55%52.05%1110.00%3-
31 Mar, 011427.27%2,295,577-45.12%4.28%7.24%10150.00%3-40.00%
31 Dec, 0011-8.33%4,183,21328.34%7.69%21.42%4-5-
30 Sep, 0012-20.00%3,259,5809.56%5.99%20.48%4-60.00%566.67%
30 Jun, 00157.14%2,975,23111.04%5.41%22.79%1042.86%3-40.00%
31 Mar, 0014-22.22%2,679,386-28.84%4.87%8.05%7-41.67%525.00%
31 Dec, 991828.57%3,765,24928.31%7.78%27.33%1250.00%4-20.00%
30 Sep, 9914-17.65%2,934,450-30.60%5.34%7.40%8-27.27%5-16.67%
30 Jun, 99176.25%4,228,50926.93%8.49%13.37%11-31.25%6-
31 Mar, 99161500.00%3,331,3834756.24%7.97%29308.73%161500.00%--
31 Dec, 981-68,600-0.16%-1---

Terex Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 05, 2024RUSH ANDRAdirector-P-PurchaseBuy2,205$54.36$119.86K21,983
May 28, 2024POSNER SCOTTofficer Senior V.P., Gen Counsel Sec.S-SaleSell12,500$60.48$756.00K58,224
May 22, 2024JOHNSTON STEPHENofficer VP CAO and ControllerS-SaleSell3,239$62.00$200.82K14,606
May 16, 2024GEORGE AMYofficer Senior V.P. Human ResourcesS-SaleSell12,000$63.04$756.48K92,286
May 07, 2024Hegarty Kieranofficer President, Materials ProcessinS-SaleSell17,190$58.26$1.00M200,029
Mar 29, 2024GARRISON JOHN L JRother Former DIR, Chairman and CEOS-SaleSell50,000$64.28$3.21M315,483
Mar 22, 2024GARRISON JOHN L JRother Former DIR, Chairman and CEOS-SaleSell59,094$60.07$3.55M380,834
Mar 22, 2024GARRISON JOHN L JRother Former DIR, Chairman and CEOS-SaleSell15,906$61.74$982.04K364,928

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 05, 2024RUSH ANDRAdirector-P-PurchaseBuy2,205$54.36$119.86K21,983

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 28, 2024POSNER SCOTTofficer Senior V.P., Gen Counsel Sec.S-SaleSell12,500$60.48$756.00K58,224
May 28, 2024POSNER SCOTTofficer Senior V.P., Gen Counsel Sec.G-GiftSell1,000--57,224
May 22, 2024JOHNSTON STEPHENofficer VP CAO and ControllerS-SaleSell3,239$62.00$200.82K14,606
May 16, 2024GEORGE AMYofficer Senior V.P. Human ResourcesS-SaleSell12,000$63.04$756.48K92,286
May 07, 2024Hegarty Kieranofficer President, Materials ProcessinS-SaleSell17,190$58.26$1.00M200,029
Mar 29, 2024GARRISON JOHN L JRother Former DIR, Chairman and CEOS-SaleSell50,000$64.28$3.21M315,483
Mar 22, 2024MEESTER SIMONdirector, officer President and CEOF-InKindSell4$58.84$235.36137,404
Mar 22, 2024BECK JULIE Aofficer Senior Vice President, CFOF-InKindSell9$58.84$529.5693,568
Mar 22, 2024GEORGE AMYofficer Senior V.P. Human ResourcesF-InKindSell4$58.84$235.36104,286
Mar 22, 2024Hegarty Kieranofficer President, Materials ProcessinF-InKindSell9$58.84$529.56217,219
Mar 22, 2024GARRISON JOHN L JRother Former DIR, Chairman and CEOS-SaleSell59,094$60.07$3.55M380,834
Mar 22, 2024GARRISON JOHN L JRother Former DIR, Chairman and CEOS-SaleSell15,906$61.74$982.04K364,928
Mar 22, 2024POSNER SCOTTofficer Senior V.P., Gen Counsel Sec.F-InKindSell6$58.84$353.0470,724
Mar 22, 2024JOHNSTON STEPHENofficer VP CAO and ControllerF-InKindSell3$58.84$176.5217,845

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 05, 2024RUSH ANDRAdirector-P-PurchaseBuy2,205$54.36$119.86K21,983
May 29, 2024Salami Oluseundirector-A-AwardBuy3,945$60.83$239.97K6,935
May 29, 2024O'CONNOR SANDRAdirector-A-AwardBuy3,945$60.83$239.97K36,566
May 29, 2024Rossi Christopherdirector-A-AwardBuy3,945$60.83$239.97K23,374
May 29, 2024SACHS DAVID Adirector-A-AwardBuy3,945$60.83$239.97K323,142
May 28, 2024POSNER SCOTTofficer Senior V.P., Gen Counsel Sec.S-SaleSell12,500$60.48$756.00K58,224
May 28, 2024POSNER SCOTTofficer Senior V.P., Gen Counsel Sec.G-GiftSell1,000--57,224
May 22, 2024JOHNSTON STEPHENofficer VP CAO and ControllerS-SaleSell3,239$62.00$200.82K14,606
May 16, 2024GEORGE AMYofficer Senior V.P. Human ResourcesS-SaleSell12,000$63.04$756.48K92,286
May 07, 2024Hegarty Kieranofficer President, Materials ProcessinS-SaleSell17,190$58.26$1.00M200,029
Apr 05, 2024BECK JULIE Aofficer Senior Vice President, CFOA-AwardBuy1,494$64.59$96.50K95,062
Mar 29, 2024GARRISON JOHN L JRother Former DIR, Chairman and CEOS-SaleSell50,000$64.28$3.21M315,483
Mar 22, 2024MEESTER SIMONdirector, officer President and CEOF-InKindSell4$58.84$235.36137,404
Mar 22, 2024BECK JULIE Aofficer Senior Vice President, CFOF-InKindSell9$58.84$529.5693,568
Mar 22, 2024GEORGE AMYofficer Senior V.P. Human ResourcesF-InKindSell4$58.84$235.36104,286
Mar 22, 2024Hegarty Kieranofficer President, Materials ProcessinF-InKindSell9$58.84$529.56217,219
Mar 22, 2024GARRISON JOHN L JRother Former DIR, Chairman and CEOS-SaleSell59,094$60.07$3.55M380,834
Mar 22, 2024GARRISON JOHN L JRother Former DIR, Chairman and CEOS-SaleSell15,906$61.74$982.04K364,928
Mar 22, 2024POSNER SCOTTofficer Senior V.P., Gen Counsel Sec.F-InKindSell6$58.84$353.0470,724
Mar 22, 2024JOHNSTON STEPHENofficer VP CAO and ControllerF-InKindSell3$58.84$176.5217,845

The last insider sell of Terex's stock was made by POSNER SCOTT on May 28 2024, selling 12,500 shares at $60.48 per share (valued at $756.00K). The last insider buy of TEX was made by RUSH ANDRA on Aug 05 2024, buying 2,205 shares at $54.36 per share (worth $119.86K).

Terex Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20241333.33%
Q1 2024283580.00%
Q4 202377100.00%
Q3 20231333.33%
Q2 202344100.00%
Q1 2023284660.87%
Q4 20221812.50%
Q3 20221--
Q2 202262300.00%
Q1 2022253375.76%
Q4 2021107142.86%
Q3 202192450.00%
Q2 2021148175.00%
Q1 2021395669.64%
Q4 2020147200.00%
Q3 2020192950.00%
Q2 2020217300.00%
Q1 2020424985.71%
Q4 2019111291.67%
Q3 201991900.00%

1 total buy trades, and 3 total sell trades (buy/sell ratio of 0.33%) were made by Terex's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-3-
Q1 2024-5-
Q4 202363200.00%
Q3 2023---
Q2 2023-3-
Q1 2023-16-
Q4 2022-5-
Q3 2022---
Q2 2022-1-
Q1 2022-1-
Q4 2021-3-
Q3 2021-1-
Q2 2021-8-
Q1 2021-18-
Q4 202054125.00%
Q3 20201011000.00%
Q2 202097128.57%
Q1 20202421200.00%
Q4 2019119122.22%
Q3 20199--

As of Q2 2024, Insider owners conducted 0 open market buy trades and 3 open market sell trades of Terex's stocks.

Terex Peer Ownership


TickerCompany
PCARPACCAR Inc
OSKOshkosh Corporation
AGCOAGCO Corporation
REVGREV Group, Inc.
SHYFThe Shyft Group, Inc.
HYHyster-Yale Materials Handling, Inc.
ALGAlamo Group Inc.
ASTEAstec Industries, Inc.
LNNLindsay Corporation
TWITitan International, Inc.
MNTXManitex International, Inc.
MTWThe Manitowoc Company, Inc.
CMCOColumbus McKinnon Corporation
WNCWabash National Corporation

TEX Ownership FAQ


Terex is owned by institutional shareholders (24.96%), insiders (2.40%), and public (72.64%). The largest institutional shareholder of Terex is BLACKROCK INC. (13.43% of total shares) and the top mutual fund owner is AGF Investments Trust (1.18% of total shares).

Terex's major institutional shareholders are BLACKROCK INC., FMR LLC, VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, and STATE STREET CORP. The top five shareholders own together 44.52% of the company's share outstanding.

As of Jun 2024, there are 179 institutional shareholders of Terex.

BLACKROCK INC owns 9M shares of Terex, representing 13.43% of the company's total shares outstanding, valued at $493.34M (as of Jun 2024).

As of Jun 2024, FMR LLC holds 8.23M shares of Terex (TEX), compromising 12.28% of the company, valued at $451.24M.

VANGUARD GROUP INC is the third largest holder of Terex. The company owns 7.32M of the company's shares outstanding (worth $401.62M).