Terex Corporation (TEX) Ownership

55.16 ↓0.08 (-0.14%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

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

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	11.242%	-8.738%	7,509,367	-718,946	2024-09-30
Vanguard Group Inc	10.287%	-6.170%	6,871,616	-451,855	2024-09-30
Dimensional Fund Advisors, Inc.	4.522%	7.414%	3,020,885	208,502	2024-09-30
Fisher Asset Management, LLC	2.768%	0.245%	1,848,940	4,517	2024-09-30
American Century Companies Inc	2.404%	21.410%	1,605,920	283,191	2024-09-30
Geode Capital Management, LLC	2.389%	0.543%	1,596,070	8,624	2024-09-30
Greenhaven Associates Inc	2.245%	0.012%	1,499,843	172	2024-09-30
Fuller & Thaler Asset Management Inc	1.653%	-1.720%	1,104,073	-19,321	2024-09-30
Charles Schwab Investment Management Inc	1.409%	-2.713%	940,878	-26,236	2024-09-30
Northern Trust Corp	1.210%	0.580%	808,520	4,663	2024-09-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.151%	33.260%	768,969	191,925	2024-09-30
Victory Capital Management Inc.	1.141%	-15.798%	762,478	-143,057	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.467%	1.221%	8,996,076	108,553	2024-06-30
FMR Inc	11.242%	-8.738%	7,509,367	-718,946	2024-09-30
Vanguard Group Inc	10.287%	-6.170%	6,871,616	-451,855	2024-09-30
Dimensional Fund Advisors, Inc.	4.522%	7.414%	3,020,885	208,502	2024-09-30
State Street Corp	3.699%	1.017%	2,470,589	24,864	2024-06-30
State Street Corporation	3.656%	2.734%	2,445,725	65,075	2024-03-31
Amvescap Plc.	3.603%	6.122%	2,407,011	138,863	2024-06-30
Pzena Investment Management, LLC	3.265%	-27.211%	2,197,609	-821,549	2023-06-30
Fisher Asset Management, LLC	2.768%	0.245%	1,848,940	4,517	2024-09-30
AQR Capital Management LLC	2.751%	18.414%	1,837,563	285,750	2024-06-30
American Century Companies Inc	2.404%	21.410%	1,605,920	283,191	2024-09-30
Geode Capital Management, LLC	2.389%	0.543%	1,596,070	8,624	2024-09-30
Greenhaven Associates Inc	2.245%	0.012%	1,499,843	172	2024-09-30
Morgan Stanley - Brokerage Accounts	2.156%	2.108%	1,440,132	29,736	2024-06-30
Macquarie Group Ltd	1.835%	-3.336%	1,225,447	-42,292	2024-06-30
JPMorgan Chase & Co	1.796%	8.885%	1,212,461	98,940	2022-06-30
Fuller & Thaler Asset Management Inc	1.653%	-1.720%	1,104,073	-19,321	2024-09-30
First Trust Advisors L.P.	1.433%	33.611%	957,073	240,760	2024-06-30
Goldman Sachs Group Inc	1.408%	0.753%	947,800	7,082	2023-12-31
Charles Schwab Investment Management Inc	1.409%	-2.713%	940,878	-26,236	2024-09-30
AllianceBernstein L.P.	1.294%	-24.271%	876,976	-281,061	2022-12-31
Bank of America Corp	1.256%	-11.146%	845,004	-105,996	2023-12-31
GW&K Investment Management, LLC	1.219%	0.949%	816,806	7,681	2023-09-30
Prudential Financial Inc	1.206%	28.244%	811,458	178,710	2023-12-31
Northern Trust Corp	1.210%	0.580%	808,520	4,663	2024-09-30
Nuveen Asset Management, LLC	1.185%	-9.667%	799,977	-85,609	2022-09-30
Jacobs Levy Equity Management, Inc.	1.182%	24.908%	798,037	159,139	2022-06-30
Bank of New York Mellon Corp	1.183%	3.454%	790,118	26,377	2024-06-30
Jupiter Asset Management Limited	1.179%	-12.925%	788,593	-117,057	2024-03-31
William Blair Investment Management, LLC	1.146%	1.901%	771,091	14,385	2023-06-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.151%	33.260%	768,969	191,925	2024-09-30
Arrowstreet Capital Limited Partnership	1.140%	331.569%	767,291	589,500	2023-06-30
NORGES BANK	1.147%	3.363%	766,435	24,938	2024-06-30
Victory Capital Management Inc.	1.141%	-15.798%	762,478	-143,057	2024-09-30
Balyasny Asset Management LLC	1.111%	98.502%	753,056	373,687	2022-12-31
Boston Partners Global Investors, Inc	1.106%	-1.647%	744,474	-12,464	2023-09-30
Federated Hermes Inc	0.984%	579.541%	664,258	566,507	2022-06-30

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

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.153%	0.054%	2,106,257	1,136	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.021%	-0.443%	2,018,076	-8,972	2024-10-31
iShares Russell 2000 ETF	2.561%	-0.225%	1,710,908	-3,850	2024-10-31
Vanguard Small Cap Index	2.385%	0.195%	1,593,449	3,100	2024-10-31
Avantis US Small Cap Value ETF	2.227%	0.000%	1,487,726	0	2024-10-31
First Trust SMID Cp Rising Div Achv ETF	1.926%	0.342%	1,286,718	4,380	2024-10-31
Vanguard Small Cap Value Index Inv	1.612%	-0.035%	1,076,880	-372	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.492%	-0.550%	996,376	-5,507	2024-10-31
iShares Russell 2000 Value ETF	0.950%	0.000%	634,684	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Sapphire Star Capital Small Cap Growth	4.464%	0.000%	3,008,524	3,008,524	2023-06-30
iShares Core S&P Mid-Cap ETF	3.153%	0.054%	2,106,257	1,136	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.021%	-0.443%	2,018,076	-8,972	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.945%	1.397%	1,982,175	27,315	2023-03-31
Fuller & Thaler Small-Cap Value	2.887%	-12.156%	1,957,554	-270,877	2022-12-31
iShares Russell 2000 ETF	2.561%	-0.225%	1,710,908	-3,850	2024-10-31
Vanguard Small Cap Index	2.385%	0.195%	1,593,449	3,100	2024-10-31
Avantis US Small Cap Value ETF	2.227%	0.000%	1,487,726	0	2024-10-31
First Trust SMID Cp Rising Div Achv ETF	1.926%	0.342%	1,286,718	4,380	2024-10-31
Fuller & Thaler Behavrl Small-Cap Value	1.801%	-0.884%	1,211,901	-10,802	2023-11-30
Fidelity Low-Priced Stock	1.765%	-0.048%	1,179,014	-560	2024-08-31
Vanguard Selected Value Inv	1.656%	-15.037%	1,115,879	-197,494	2023-06-30
Pzena Mid Cap Value	1.656%	0.000%	1,115,879	0	2023-07-31
Vanguard Small Cap Value Index Inv	1.612%	-0.035%	1,076,880	-372	2024-10-31
Delaware US Small Cap Value Eq SMA	1.491%	10.333%	1,011,150	94,700	2023-06-30
FullerThaler Behavioral Small-Cap Value	1.498%	-0.019%	1,000,715	-190	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.492%	-0.550%	996,376	-5,507	2024-10-31
Undiscovered Managers Behavioral Val L	1.419%	0.000%	947,630	0	2024-09-30
Fidelity Series Small Cap Opps	1.419%	-1.148%	947,600	-11,000	2024-08-31
Vanguard Extended Market Index Investor	1.370%	0.091%	923,624	841	2023-08-31
Delaware Small Cap Value A	1.244%	0.000%	830,750	0	2024-09-30
Fidelity Value	1.239%	6.676%	827,700	51,800	2024-09-30
Fidelity® Series Small Cap Opps	1.219%	7.662%	820,600	58,400	2023-10-31
Fidelity Small Cap Value Fund	1.138%	13.434%	759,951	90,000	2024-08-31
Invesco Global Opportunities A	1.097%	0.000%	732,457	0	2024-09-30
Invesco Global Multi Cap Growth	1.097%	6.464%	732,457	44,474	2024-06-30
Fidelity® Small Cap Growth	1.010%	-0.755%	684,561	-5,209	2023-03-31
Fidelity Small Cap Index	1.023%	-2.295%	683,160	-16,046	2024-08-31
Fidelity Stock Selector Small Cap	0.990%	7.166%	661,030	44,200	2024-08-31
Fidelity® Small Cap Index	0.963%	2.770%	648,133	17,467	2023-10-31
iShares Russell 2000 Value ETF	0.950%	0.000%	634,684	0	2024-10-31
Fidelity Small Cap Growth	0.897%	0.000%	599,990	0	2024-06-30
Invesco Small Cap Value A	0.846%	-3.827%	570,400	-22,700	2023-08-31
SPDR® S&P MIDCAP 400 ETF Trust	0.820%	1.126%	551,640	6,141	2024-05-31
Invesco S&P MidCap Quality ETF	0.800%	-1.136%	538,436	-6,188	2024-05-31
Janus Henderson Small Cap Value L	0.766%	0.000%	516,458	0	2023-06-30
DFA US Targeted Value I	0.757%	0.000%	509,166	0	2024-04-30
Goldman Sachs Small Cap Value A	0.712%	-24.979%	480,483	-159,984	2022-12-31
MPMG All Cap Value	0.701%	-6.308%	471,649	-31,752	2024-03-31
Vanguard Strategic Equity Inv	0.695%	-11.814%	467,582	-62,639	2023-12-31
Fidelity Advisor® Small Cap I	0.663%	0.000%	446,100	0	2023-10-31
DFA US Small Cap I	0.664%	0.000%	444,614	0	2024-01-31
Fidelity Advisor Small Cap I	0.628%	-2.975%	420,700	-12,900	2023-12-31
iShares S&P Mid-Cap 400 Value ETF	0.616%	-0.077%	414,275	-320	2023-11-30
Fidelity® Stock Selector Small Cap	0.597%	0.000%	402,000	0	2023-10-31