Terex (TEX) Institutional Ownership

$66.76

+1.07 (+1.63%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 92.88%
Number of Institutional Buyers (last 12 months): 212
Total Institutional Inflows (last 12 months): $468.10M

Number of Institutional Sellers (last 12 months): 155
Total Institutional Outflows (last 12 months): $489.99M

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TEX Institutional Buying and Selling by Quarter

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Terex Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Allspring Global Investments Holdings LLC	48,521	$2.66M	0.0%	+1.2%	0.072%
7/26/2024	State of Michigan Retirement System	16,218	$889K	0.0%	-1.2%	0.024%
7/26/2024	Bank of New York Mellon Corp	790,118	$43.33M	0.0%	+3.5%	1.174%
7/25/2024	Easterly Investment Partners LLC	27,367	$1.50M	0.1%	-30.6%	0.041%
7/24/2024	Retirement Systems of Alabama	83,063	$4.56M	0.0%	-1.3%	0.123%
7/24/2024	LVZ Inc.	3,895	$214K	0.0%	-16.6%	0.006%
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7/24/2024	Louisiana State Employees Retirement System	19,000	$1.04M	0.0%	-1.6%	0.028%
7/24/2024	SummerHaven Investment Management LLC	12,114	$664K	0.4%	+2.2%	0.018%
7/23/2024	1620 Investment Advisors Inc.	2,019	$111K	0.1%	N/A	0.003%
7/22/2024	Summit Global Investments	5,502	$302K	0.0%	+47.6%	0.008%
7/19/2024	Raymond James & Associates	27,804	$1.53M	0.0%	-14.6%	0.041%
7/19/2024	TCW Group Inc.	10,321	$566K	0.0%	N/A	0.015%
7/19/2024	Shilanski & Associates Inc.	28,721	$1.58M	0.5%	-2.4%	0.043%
7/18/2024	Blue Trust Inc.	512	$28K	0.0%	+57.5%	0.001%
7/16/2024	V Square Quantitative Management LLC	7,398	$397K	0.1%	+6.5%	0.011%
7/16/2024	FCG Investment Co	6,534	$358K	0.3%	+3.5%	0.010%
7/16/2024	Diversified Trust Co	4,441	$244K	0.0%	+27.6%	0.007%
7/15/2024	Greenhaven Associates Inc.	1,499,671	$82.24M	1.1%	+1.6%	2.228%
7/12/2024	Curated Wealth Partners LLC	176,922	$9.70M	1.4%	-200.0%	0.263%
7/12/2024	SG Americas Securities LLC	25,026	$1.37M	0.0%	+425.2%	0.037%
7/12/2024	Profit Investment Management LLC	64,994	$3.56M	2.2%	+61.3%	0.097%
7/10/2024	CWM LLC	3,120	$171K	0.0%	+65.8%	0.005%
7/9/2024	Harbor Capital Advisors Inc.	30,056	$1.65M	0.1%	+11.6%	0.045%
7/9/2024	Burns Matteson Capital Management LLC	4,053	$222K	0.1%	N/A	0.006%
6/20/2024	HM Payson & Co.	379,340	$24.43M	0.5%	N/A	0.564%
6/4/2024	DekaBank Deutsche Girozentrale	106,849	$6.81M	0.0%	+26.4%	0.159%
5/28/2024	Verity Asset Management Inc.	6,627	$427K	0.2%	N/A	0.010%
5/24/2024	Cetera Advisors LLC	4,464	$287K	0.0%	N/A	0.007%
5/22/2024	Burney Co.	36,535	$2.35M	0.1%	-12.6%	0.054%
5/17/2024	Zimmer Partners LP	85,790	$5.53M	0.1%	N/A	0.127%
5/17/2024	Comerica Bank	35,439	$2.28M	0.0%	-13.2%	0.053%
5/17/2024	Hancock Whitney Corp	235,924	$15.19M	0.5%	+19.6%	0.351%
5/16/2024	California State Teachers Retirement System	67,209	$4.33M	0.0%	-5.3%	0.100%
5/16/2024	Jacobs Levy Equity Management Inc.	604,603	$38.94M	0.2%	-3.4%	0.898%
5/15/2024	Public Employees Retirement Association of Colorado	8,892	$573K	0.0%	-9.0%	0.013%
5/15/2024	Aristides Capital LLC	4,275	$275K	0.1%	N/A	0.006%
5/15/2024	Price T Rowe Associates Inc. MD	75,482	$4.86M	0.0%	+5.0%	0.112%
5/15/2024	Lazard Asset Management LLC	161,183	$10.38M	0.0%	+0.5%	0.239%
5/15/2024	Truvestments Capital LLC	953	$61K	0.0%	-86.4%	0.001%
5/15/2024	Gamco Investors INC. ET AL	20,200	$1.30M	0.0%	-11.4%	0.030%
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5/14/2024	Advisors Asset Management Inc.	45,517	$2.93M	0.1%	+9.9%	0.068%
5/14/2024	Shell Asset Management Co.	7,619	$491K	0.0%	-3.3%	0.011%
5/14/2024	Front Street Capital Management Inc.	286,339	$18.44M	3.5%	-0.5%	0.425%
5/14/2024	Healthcare of Ontario Pension Plan Trust Fund	29,000	$1.87M	0.0%	-23.7%	0.043%
5/14/2024	CANADA LIFE ASSURANCE Co	40,413	$2.60M	0.0%	-0.7%	0.060%
5/14/2024	American International Group Inc.	120,935	$7.79M	0.0%	-2.0%	0.180%
5/13/2024	Clearbridge Investments LLC	351,153	$22.61M	0.0%	+2.6%	0.522%
5/13/2024	O Shaughnessy Asset Management LLC	9,511	$613K	0.0%	+5.8%	0.014%
5/13/2024	Ameritas Investment Partners Inc.	21,559	$1.39M	0.0%	-0.9%	0.032%
5/11/2024	Covestor Ltd	2,033	$131K	0.1%	+232.7%	0.003%
5/11/2024	Edgestream Partners L.P.	24,466	$1.58M	0.1%	-21.4%	0.036%
5/10/2024	Vanguard Group Inc.	7,404,089	$476.82M	0.0%	-1.5%	11.002%
5/10/2024	Jupiter Asset Management Ltd.	788,593	$50.79M	0.5%	-12.9%	1.172%
5/10/2024	Chesapeake Capital Corp IL	8,079	$520K	0.4%	+8.2%	0.012%
5/9/2024	State Board of Administration of Florida Retirement System	24,553	$1.58M	0.0%	+27.9%	0.036%
5/8/2024	Entropy Technologies LP	6,630	$427K	0.0%	-33.2%	0.010%
5/8/2024	Cozad Asset Management Inc.	32,093	$2.07M	0.2%	+7.8%	0.048%
5/8/2024	William Blair Investment Management LLC	527,198	$33.95M	0.1%	-0.1%	0.783%
5/8/2024	ProShare Advisors LLC	15,229	$981K	0.0%	+4.6%	0.023%
5/8/2024	Russell Investments Group Ltd.	316,692	$20.40M	0.0%	+11.5%	0.471%
5/8/2024	QRG Capital Management Inc.	5,566	$358K	0.0%	+4.4%	0.008%
5/8/2024	Thoroughbred Financial Services LLC	16,009	$1.03M	0.1%	-11.8%	0.024%
5/7/2024	Sei Investments Co.	65,717	$4.23M	0.0%	+1.8%	0.098%
5/7/2024	Lisanti Capital Growth LLC	11,195	$721K	0.2%	-1.5%	0.017%
5/7/2024	PFG Advisors	5,840	$376K	0.0%	N/A	0.009%
5/7/2024	SG Americas Securities LLC	4,765	$307K	0.0%	-57.2%	0.007%
5/7/2024	Empowered Funds LLC	154,711	$9.96M	0.2%	+39.5%	0.230%
5/6/2024	Envestnet Portfolio Solutions Inc.	3,996	$257K	0.0%	-19.8%	0.006%
5/6/2024	Duality Advisers LP	9,234	$595K	0.1%	+15.1%	0.014%
5/6/2024	Minneapolis Portfolio Management Group LLC	471,649	$30.37M	4.2%	-6.3%	0.701%
5/6/2024	Texas Permanent School Fund Corp	58,638	$3.78M	0.0%	+0.9%	0.087%
5/3/2024	GSA Capital Partners LLP	15,195	$979K	0.1%	N/A	0.023%
5/3/2024	BI Asset Management Fondsmaeglerselskab A S	10,213	$658K	0.0%	-87.1%	0.015%
5/2/2024	Jennison Associates LLC	26,911	$1.73M	0.0%	+18.2%	0.040%
5/2/2024	Mutual of America Capital Management LLC	39,919	$2.57M	0.0%	-4.1%	0.059%
5/2/2024	FinTrust Capital Advisors LLC	695	$45K	0.0%	+202.2%	0.001%
5/2/2024	Nordea Investment Management AB	127,248	$8.25M	0.0%	-0.9%	0.189%
5/2/2024	Hanlon Investment Management Inc.	6,513	$419K	0.1%	+30.5%	0.010%
5/1/2024	Capstone Investment Advisors LLC	3,706	$239K	0.0%	N/A	0.006%
5/1/2024	BNP Paribas Financial Markets	51,116	$3.29M	0.0%	+1.0%	0.076%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	328,081	$21.13M	0.0%	-14.6%	0.487%
4/30/2024	Vest Financial LLC	13,986	$901K	0.0%	+244.2%	0.021%
4/30/2024	SkyOak Wealth LLC	5,539	$357K	0.1%	N/A	0.008%
4/29/2024	Principal Financial Group Inc.	296,009	$19.06M	0.0%	-1.1%	0.440%
4/29/2024	Cornerstone Investment Partners LLC	3,237	$208K	0.0%	N/A	0.005%
4/26/2024	Yousif Capital Management LLC	30,653	$1.97M	0.0%	-2.5%	0.046%
4/25/2024	New York State Teachers Retirement System	95,966	$6.18M	0.0%	+3.0%	0.143%
4/23/2024	Louisiana State Employees Retirement System	19,300	$1.24M	0.0%	+2.1%	0.029%
4/23/2024	Amalgamated Bank	35,077	$2.26M	0.0%	-13.7%	0.052%
4/19/2024	FCG Investment Co	6,314	$407K	0.3%	+4.7%	0.009%
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4/19/2024	Fruth Investment Management	3,350	$215K	0.1%	N/A	0.005%
4/18/2024	Measured Wealth Private Client Group LLC	5,638	$363K	0.1%	+14.0%	0.008%
4/18/2024	State of Michigan Retirement System	16,418	$1.06M	0.0%	+1.9%	0.024%
4/18/2024	Allspring Global Investments Holdings LLC	47,954	$3.09M	0.0%	-66.1%	0.071%
4/18/2024	AlphaMark Advisors LLC	5,299	$341K	0.1%	+14.5%	0.008%
4/16/2024	Hennessy Advisors Inc.	77,700	$5.00M	0.2%	+43.9%	0.115%
4/15/2024	Atlas Capital Advisors LLC	5,016	$323K	0.1%	-26.7%	0.007%
4/12/2024	Range Financial Group LLC	13,690	$882K	0.5%	+6.5%	0.020%
4/12/2024	Westend Capital Management LLC	3,156	$203K	0.1%	N/A	0.005%
4/11/2024	Liberty Capital Management Inc.	9,962	$642K	0.2%	-11.9%	0.015%

(Data available from 1/1/2016 forward)

TEX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TEX shares?: During the previous two years, 379 institutional investors and hedge funds held shares of Terex. The most heavily invested institutionals were BlackRock Inc. ($541.60M), Vanguard Group Inc. ($476.82M), FMR LLC ($155.10M), Dimensional Fund Advisors LP ($153.74M), Fisher Asset Management LLC ($101.40M), Invesco Ltd. ($89.75M), and Greenhaven Associates Inc. ($82.24M).Learn more on TEX's institutional investors.
What percentage of Terex stock is owned by institutional investors?: 92.88% of Terex stock is owned by institutional investors. Learn more on TEX's institutional investor holdings.
Which institutional investors have been buying Terex stock?: Of the 327 institutional investors that purchased Terex stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Greenhaven Associates Inc. ($1.50M), Macquarie Group Ltd. ($1.27M), William Blair Investment Management LLC ($1.10M), Pzena Investment Management LLC ($1.06M), Victory Capital Management Inc. ($778.60K), Norges Bank ($741.50K), and Jupiter Asset Management Ltd. ($636.44K).

How much institutional buying is happening at Terex?: Institutional investors have bought a total of 20,524,408 shares in the last 24 months. This purchase volume represents approximately $964.89M in transactions.
Which Terex major shareholders have been selling company stock?: Of the 200 institutional investors that sold Terex stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pzena Investment Management LLC ($4.01M), Bank of New York Mellon Corp ($1.03M), Fisher Asset Management LLC ($783.11K), William Blair Investment Management LLC ($544.37K), Invesco Ltd. ($514.06K), Fuller & Thaler Asset Management Inc. ($481.58K), and Goldman Sachs Group Inc. ($466.82K).
How much institutional selling is happening at Terex?: Institutional investors have sold a total of 14,414,629 shares in the last 24 months. This volume of shares sold represents approximately $735.12M in transactions.