Terex Corporation (TEX) Ownership

55.16 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Terex Corporation (TEX), owning a total of 9 million shares. Combined, the top 37 institutional holders of TEX own 97.83% of the company with a total of 65.5 million shares.

In the latest ownership report on September 30th 2024, the top 37 institutional holders decreased their combined ownership of TEX by 658 thousand shares. 7 institutions bought 701,594 total additional shares and increased their ownership by an average of 9.07%. However 5 institutions sold 1,359,415 total shares and decreased their ownership by an average of 7.03%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Terex Corporation decreased by a net total of -657,821 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
FMR Inc11.242%-8.738%7,509,367-718,9462024-09-30
Vanguard Group Inc10.287%-6.170%6,871,616-451,8552024-09-30
Dimensional Fund Advisors, Inc.4.522%7.414%3,020,885208,5022024-09-30
Fisher Asset Management, LLC2.768%0.245%1,848,9404,5172024-09-30
American Century Companies Inc2.404%21.410%1,605,920283,1912024-09-30
Geode Capital Management, LLC2.389%0.543%1,596,0708,6242024-09-30
Greenhaven Associates Inc2.245%0.012%1,499,8431722024-09-30
Fuller & Thaler Asset Management Inc1.653%-1.720%1,104,073-19,3212024-09-30
Charles Schwab Investment Management Inc1.409%-2.713%940,878-26,2362024-09-30
Northern Trust Corp1.210%0.580%808,5204,6632024-09-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC1.151%33.260%768,969191,9252024-09-30
Victory Capital Management Inc.1.141%-15.798%762,478-143,0572024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc13.467%1.221%8,996,076108,5532024-06-30
FMR Inc11.242%-8.738%7,509,367-718,9462024-09-30
Vanguard Group Inc10.287%-6.170%6,871,616-451,8552024-09-30
Dimensional Fund Advisors, Inc.4.522%7.414%3,020,885208,5022024-09-30
State Street Corp3.699%1.017%2,470,58924,8642024-06-30
State Street Corporation3.656%2.734%2,445,72565,0752024-03-31
Amvescap Plc.3.603%6.122%2,407,011138,8632024-06-30
Pzena Investment Management, LLC3.265%-27.211%2,197,609-821,5492023-06-30
Fisher Asset Management, LLC2.768%0.245%1,848,9404,5172024-09-30
AQR Capital Management LLC2.751%18.414%1,837,563285,7502024-06-30
American Century Companies Inc2.404%21.410%1,605,920283,1912024-09-30
Geode Capital Management, LLC2.389%0.543%1,596,0708,6242024-09-30
Greenhaven Associates Inc2.245%0.012%1,499,8431722024-09-30
Morgan Stanley - Brokerage Accounts2.156%2.108%1,440,13229,7362024-06-30
Macquarie Group Ltd1.835%-3.336%1,225,447-42,2922024-06-30
JPMorgan Chase & Co1.796%8.885%1,212,46198,9402022-06-30
Fuller & Thaler Asset Management Inc1.653%-1.720%1,104,073-19,3212024-09-30
First Trust Advisors L.P.1.433%33.611%957,073240,7602024-06-30
Goldman Sachs Group Inc1.408%0.753%947,8007,0822023-12-31
Charles Schwab Investment Management Inc1.409%-2.713%940,878-26,2362024-09-30
AllianceBernstein L.P.1.294%-24.271%876,976-281,0612022-12-31
Bank of America Corp1.256%-11.146%845,004-105,9962023-12-31
GW&K Investment Management, LLC1.219%0.949%816,8067,6812023-09-30
Prudential Financial Inc1.206%28.244%811,458178,7102023-12-31
Northern Trust Corp1.210%0.580%808,5204,6632024-09-30
Nuveen Asset Management, LLC1.185%-9.667%799,977-85,6092022-09-30
Jacobs Levy Equity Management, Inc.1.182%24.908%798,037159,1392022-06-30
Bank of New York Mellon Corp1.183%3.454%790,11826,3772024-06-30
Jupiter Asset Management Limited1.179%-12.925%788,593-117,0572024-03-31
William Blair Investment Management, LLC1.146%1.901%771,09114,3852023-06-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC1.151%33.260%768,969191,9252024-09-30
Arrowstreet Capital Limited Partnership1.140%331.569%767,291589,5002023-06-30
NORGES BANK1.147%3.363%766,43524,9382024-06-30
Victory Capital Management Inc.1.141%-15.798%762,478-143,0572024-09-30
Balyasny Asset Management LLC1.111%98.502%753,056373,6872022-12-31
Boston Partners Global Investors, Inc1.106%-1.647%744,474-12,4642023-09-30
Federated Hermes Inc0.984%579.541%664,258566,5072022-06-30

Mutual Fund Ownership

Sapphire Star Capital Small Cap Growth is the biggest individual fund holder of Terex Corporation (TEX), owning a total of 3 million shares. Combined, the top 45 mutual fund holders of TEX own 64.88% of the company with a total of 43.5 million shares.

In the latest ownership report on October 31st 2024, the top 45 fund holders increased their combined ownership of TEX by 10 thousand shares. 3 funds bought 8,616 total additional shares and increased their ownership by an average of 0.20%. However 4 funds sold 18,701 total shares and decreased their ownership by an average of 0.31%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Terex Corporation decreased by a net total of -10,085 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF3.153%0.054%2,106,2571,1362024-10-31
Vanguard Total Stock Mkt Idx Inv3.021%-0.443%2,018,076-8,9722024-10-31
iShares Russell 2000 ETF2.561%-0.225%1,710,908-3,8502024-10-31
Vanguard Small Cap Index2.385%0.195%1,593,4493,1002024-10-31
Avantis US Small Cap Value ETF2.227%0.000%1,487,72602024-10-31
First Trust SMID Cp Rising Div Achv ETF1.926%0.342%1,286,7184,3802024-10-31
Vanguard Small Cap Value Index Inv1.612%-0.035%1,076,880-3722024-10-31
Vanguard Institutional Extnd Mkt Idx Tr1.492%-0.550%996,376-5,5072024-10-31
iShares Russell 2000 Value ETF0.950%0.000%634,68402024-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Sapphire Star Capital Small Cap Growth4.464%0.000%3,008,5243,008,5242023-06-30
iShares Core S&P Mid-Cap ETF3.153%0.054%2,106,2571,1362024-10-31
Vanguard Total Stock Mkt Idx Inv3.021%-0.443%2,018,076-8,9722024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.945%1.397%1,982,17527,3152023-03-31
Fuller & Thaler Small-Cap Value2.887%-12.156%1,957,554-270,8772022-12-31
iShares Russell 2000 ETF2.561%-0.225%1,710,908-3,8502024-10-31
Vanguard Small Cap Index2.385%0.195%1,593,4493,1002024-10-31
Avantis US Small Cap Value ETF2.227%0.000%1,487,72602024-10-31
First Trust SMID Cp Rising Div Achv ETF1.926%0.342%1,286,7184,3802024-10-31
Fuller & Thaler Behavrl Small-Cap Value1.801%-0.884%1,211,901-10,8022023-11-30
Fidelity Low-Priced Stock1.765%-0.048%1,179,014-5602024-08-31
Vanguard Selected Value Inv1.656%-15.037%1,115,879-197,4942023-06-30
Pzena Mid Cap Value1.656%0.000%1,115,87902023-07-31
Vanguard Small Cap Value Index Inv1.612%-0.035%1,076,880-3722024-10-31
Delaware US Small Cap Value Eq SMA1.491%10.333%1,011,15094,7002023-06-30
FullerThaler Behavioral Small-Cap Value1.498%-0.019%1,000,715-1902024-09-30
Vanguard Institutional Extnd Mkt Idx Tr1.492%-0.550%996,376-5,5072024-10-31
Undiscovered Managers Behavioral Val L1.419%0.000%947,63002024-09-30
Fidelity Series Small Cap Opps1.419%-1.148%947,600-11,0002024-08-31
Vanguard Extended Market Index Investor1.370%0.091%923,6248412023-08-31
Delaware Small Cap Value A1.244%0.000%830,75002024-09-30
Fidelity Value1.239%6.676%827,70051,8002024-09-30
Fidelity® Series Small Cap Opps1.219%7.662%820,60058,4002023-10-31
Fidelity Small Cap Value Fund1.138%13.434%759,95190,0002024-08-31
Invesco Global Opportunities A1.097%0.000%732,45702024-09-30
Invesco Global Multi Cap Growth1.097%6.464%732,45744,4742024-06-30
Fidelity® Small Cap Growth1.010%-0.755%684,561-5,2092023-03-31
Fidelity Small Cap Index1.023%-2.295%683,160-16,0462024-08-31
Fidelity Stock Selector Small Cap0.990%7.166%661,03044,2002024-08-31
Fidelity® Small Cap Index0.963%2.770%648,13317,4672023-10-31
iShares Russell 2000 Value ETF0.950%0.000%634,68402024-10-31
Fidelity Small Cap Growth0.897%0.000%599,99002024-06-30
Invesco Small Cap Value A0.846%-3.827%570,400-22,7002023-08-31
SPDR® S&P MIDCAP 400 ETF Trust0.820%1.126%551,6406,1412024-05-31
Invesco S&P MidCap Quality ETF0.800%-1.136%538,436-6,1882024-05-31
Janus Henderson Small Cap Value L0.766%0.000%516,45802023-06-30
DFA US Targeted Value I0.757%0.000%509,16602024-04-30
Goldman Sachs Small Cap Value A0.712%-24.979%480,483-159,9842022-12-31
MPMG All Cap Value0.701%-6.308%471,649-31,7522024-03-31
Vanguard Strategic Equity Inv0.695%-11.814%467,582-62,6392023-12-31
Fidelity Advisor® Small Cap I0.663%0.000%446,10002023-10-31
DFA US Small Cap I0.664%0.000%444,61402024-01-31
Fidelity Advisor Small Cap I0.628%-2.975%420,700-12,9002023-12-31
iShares S&P Mid-Cap 400 Value ETF0.616%-0.077%414,275-3202023-11-30
Fidelity® Stock Selector Small Cap0.597%0.000%402,00002023-10-31

Discussions

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bettysburgers

$TEX This may be your last opportunity to buy on the cheap??

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