TEREX CORP NEW (TEX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
453
Reporting holders
$8.5B
Reported value
102.3%
Of shares outstanding
0.8%
Held as options
+14
Holder change
Institutions report 116,946,911 shares against 114,300,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $1.2B | 17,098,462 | 0.05% | 31q | HELD |
| BlackRock, Inc. | $1.1B | 14,691,820 | 0.02% | 8q | +4.7%+$47.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $415.4M | 5,738,176 | 0.02% | 2q | -1.3%-$5.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $359.1M | 4,960,237 | 0.01% | 2q | -2.5%-$9.1M |
| DIMENSIONAL FUND ADVISORS LP | $319.5M | 4,412,985 | 0.06% | 31q | -0.7%-$2.1M |
| STATE STREET CORP | $316.7M | 4,374,529 | 0.01% | 31q | +6.2%+$18.6M |
| WELLINGTON MANAGEMENT GROUP LLP | $241.6M | 3,337,162 | 0.04% | 4q | -11.0%-$29.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $227.9M | 3,147,094 | 0.01% | 31q | +9.8%+$20.4M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $135.7M | 1,874,736 | 0.04% | 2q | +5.7%+$7.3M |
| Invesco Ltd. | $134.1M | 1,852,309 | 0.01% | 31q | +68.5%+$54.5M |
| Fisher Asset Management, LLC | $133.2M | 1,840,626 | 0.04% | 31q | -2.9%-$4.0M |
| ALLIANCEBERNSTEIN L.P. | $123.5M | 2,089,710 | 0.04% | 31q | -1.8%-$2.3M |
| AMERICAN CENTURY COMPANIES INC | $117.3M | 1,620,296 | 0.05% | 23q | -39.4%-$76.3M |
| Freestone Grove Partners LP | $116.6M | 1,610,140 | 0.75% | 3q | +51.9%+$39.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $110.4M | 1,525,158 | 0.01% | 31q | -5.3%-$6.2M |
| Sixth Street Partners Management Company, L.P. | $110.4M | 1,525,158 | 0.01% | new | NEW |
| GOLDMAN SACHS GROUP INC | $109.5M | 1,513,133 | 0.01% | 31q | +11.5%+$11.3M |
| NORTHERN TRUST CORP | $107.2M | 1,480,780 | 0.01% | 31q | +6.2%+$6.3M |
| CITADEL ADVISORS LLC | $106.2M | 1,294,226 | 0.01% | 31q | -46.8%-$93.4M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $104.0M | 1,436,164 | 0.28% | 31q | -3.5%-$3.8M |
| NORGES BANK | $100.0M | 1,381,341 | 0.01% | 32q | +118.0%+$54.1M |
| Balyasny Asset Management L.P. | $97.1M | 1,341,176 | 0.12% | 3q | -9.3%-$10.0M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $96.3M | 1,330,026 | 0.14% | 3q | +19.8%+$15.9M |
| MORGAN STANLEY | $94.6M | 1,306,958 | 0.01% | 35q | +7.9%+$6.9M |
| VICTORY CAPITAL MANAGEMENT INC | $81.9M | 1,130,750 | 0.05% | 28q | +8.7%+$6.6M |
| AMERIPRISE FINANCIAL INC | $75.2M | 1,039,431 | 0.02% | 31q | +221.1%+$51.8M |
| Schonfeld Strategic Advisors LLC | $72.9M | 1,007,093 | 0.26% | 3q | +41.1%+$21.2M |
| Bank of New York Mellon Corp | $68.2M | 942,174 | 0.01% | 31q | +0.9%+$588.5K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $66.9M | 924,613 | 0.20% | 2q | +8.3%+$5.1M |
| Driehaus Capital Management LLC | $64.4M | 889,977 | 0.37% | 2q | +38.5%+$17.9M |
| UBS Group AG | $58.6M | 808,901 | 0.01% | 31q | +38.5%+$16.3M |
| SEGALL BRYANT & HAMILL, LLC | $57.6M | 795,783 | 0.68% | 9q | -0.8%-$491.5K |
| JENNISON ASSOCIATES LLC | $56.5M | 779,895 | 0.03% | 2q | +221.5%+$38.9M |
| Holocene Advisors, LP | $56.1M | 774,856 | 0.13% | 9q | +23.8%+$10.8M |
| Capital Research Global Investors | $56.0M | 773,349 | 0.01% | 2q | -30.0%-$24.0M |
| VANGUARD FIDUCIARY TRUST CO | $54.7M | 755,919 | 0.01% | 2q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $51.6M | 712,117 | 0.06% | 9q | +7.9%+$3.8M |
| Nuveen, LLC | $48.9M | 675,980 | 0.01% | 6q | +14.6%+$6.2M |
| KENNEDY CAPITAL MANAGEMENT LLC | $47.7M | 658,738 | 0.84% | 2q | +14.1%+$5.9M |
| Minneapolis Portfolio Management Group, LLC | $46.2M | 637,576 | 4.37% | 31q | -1.4%-$667.6K |
| WELLS FARGO & COMPANY/MN | $41.1M | 567,528 | 0.01% | 31q | -42.5%-$30.4M |
| EMERALD ADVISERS, LLC | $39.5M | 545,046 | 0.93% | new | NEW |
| VOYA INVESTMENT MANAGEMENT LLC | $38.6M | 533,136 | 0.03% | 31q | +40.0%+$11.0M |
| SCOPUS ASSET MANAGEMENT, L.P. | $36.9M | 110,289 | 0.52% | 4q | +232.8%+$25.8M |
| MILLENNIUM MANAGEMENT LLC | $35.6M | 492,295 | 0.01% | 16q | -27.4%-$13.5M |
| Point72 Asset Management, L.P. | $35.4M | 489,100 | 0.04% | 3q | -21.2%-$9.5M |
| AQR CAPITAL MANAGEMENT LLC | $35.1M | 485,213 | 0.01% | 31q | -11.4%-$4.5M |
| BANK OF AMERICA CORP /DE/ | $33.7M | 465,468 | 0.00% | 31q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $33.7M | 510,774 | 0.06% | 7q | +22.5%+$6.2M |
| SOROS FUND MANAGEMENT LLC | $32.1M | 443,008 | 0.39% | new | NEW |
| Bragg Financial Advisors, Inc | $31.0M | 428,385 | 0.83% | 2q | -0.5%-$156.0K |
| PRINCIPAL FINANCIAL GROUP INC | $30.6M | 422,054 | 0.02% | 31q | +5.0%+$1.4M |
| Albar Capital Partners LLP | $30.4M | 419,369 | 3.96% | new | NEW |
| Walleye Capital LLC | $28.9M | 398,151 | 0.10% | 17q | +137.3%+$16.7M |
| JPMORGAN CHASE & CO | $28.8M | 386,280 | 0.00% | 31q | -35.5%-$15.8M |
| MOORE CAPITAL MANAGEMENT, LP | $27.7M | 383,307 | 0.41% | new | NEW |
| Verition Fund Management LLC | $27.7M | 382,008 | 0.07% | 12q | +90.3%+$13.1M |
| RHUMBLINE ADVISERS | $26.1M | 360,720 | 0.02% | 31q | +5.2%+$1.3M |
| EMERALD MUTUAL FUND ADVISERS TRUST | $25.8M | 356,029 | 0.91% | new | NEW |
| Alyeska Investment Group, L.P. | $24.0M | 331,701 | 0.06% | 2q | +2378.9%+$23.0M |
| Robeco Schweiz AG | $21.7M | 299,384 | 0.35% | new | NEW |
| EASTERLY INVESTMENT PARTNERS LLC | $21.3M | 294,326 | 1.08% | 17q | +1303.3%+$19.8M |
| NEW YORK STATE COMMON RETIREMENT FUND | $21.2M | 292,853 | 0.03% | 31q | +99.9%+$10.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $20.2M | 278,952 | 0.00% | 31q | -1.2%-$252.9K |
| RAYMOND JAMES FINANCIAL INC | $19.8M | 274,147 | 0.01% | 7q | +51.2%+$6.7M |
| TWO SIGMA INVESTMENTS, LP | $19.2M | 260,224 | 0.01% | 6q | -62.6%-$32.1M |
| Channing Capital Management, LLC | $18.3M | 252,304 | 0.42% | new | NEW |
| Curated Wealth Partners LLC | $17.2M | 876,879 | 1.05% | 23q | +286.4%+$12.7M |
| Penn Capital Management Company, LLC | $16.7M | 231,008 | 1.06% | 2q | +105.7%+$8.6M |
| Swiss National Bank | $16.5M | 228,162 | 0.01% | 31q | +1.6%+$267.8K |
| ROYAL BANK OF CANADA | $16.4M | 226,457 | 0.00% | 31q | +30.4%+$3.8M |
| California Public Employees Retirement System | $16.2M | 223,209 | 0.01% | 14q | +8.2%+$1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $15.7M | 216,364 | 0.02% | 6q | +9.9%+$1.4M |
| Hudson Bay Capital Management LP | $15.5M | 214,428 | 0.04% | 2q | +165.1%+$9.7M |
| Tidal Investments LLC | $15.2M | 209,615 | 0.03% | 3q | -0.7%-$110.9K |
| Tema ETFs LLC | $15.0M | 206,691 | 0.48% | 7q | +3.9%+$559.0K |
| MASTERS CAPITAL MANAGEMENT LLC | $14.5M | 200,000 | 0.37% | new | NEW |
| Front Street Capital Management, Inc. | $13.5M | 186,279 | 1.53% | 31q | -16.1%-$2.6M |
| Clearbridge Investments, LLC | $12.8M | 176,331 | 0.01% | 16q | HELD |
| CITIGROUP INC | $12.5M | 77,064 | 0.00% | 31q | +153.9%+$7.6M |
| Legal & General Group Plc | $11.8M | 162,633 | 0.00% | 31q | -1.9%-$224.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.9M | 41,917 | 0.00% | 31q | +5.6%+$529.5K |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $9.9M | 136,535 | 1.75% | 2q | +2744.5%+$9.5M |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | $9.8M | 134,779 | 2.68% | new | NEW |
| Advisors Asset Management, Inc. | $9.7M | 133,921 | 0.15% | 22q | +25.6%+$2.0M |
| SEI INVESTMENTS CO | $9.4M | 130,490 | 0.01% | 22q | -32.9%-$4.6M |
| DEUTSCHE BANK AG\ | $9.3M | 128,583 | 0.00% | 34q | +17.3%+$1.4M |
| FRANKLIN RESOURCES INC | $9.2M | 127,264 | 0.00% | 20q | +12.1%+$991.7K |
| J. Goldman & Co LP | $9.1M | 125,375 | 0.23% | new | NEW |
| MetLife Investment Management, LLC | $8.7M | 120,130 | 0.04% | 32q | +4.2%+$349.4K |
| LAZARD ASSET MANAGEMENT LLC | $8.6M | 118,598 | 0.01% | 20q | +49.6%+$2.8M |
| Retirement Systems of Alabama | $8.6M | 118,116 | 0.03% | 31q | -15.3%-$1.5M |
| Russell Investments Group, Ltd. | $8.5M | 117,467 | 0.01% | 31q | +41.9%+$2.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | $8.2M | 113,884 | 0.01% | 2q | +10.2%+$764.1K |
| Hillsdale Investment Management Inc. | $8.2M | 113,540 | 0.19% | 3q | +13.4%+$970.0K |
| Covalis Capital LLP | $8.0M | 110,239 | 0.45% | new | NEW |
| SPEECE THORSON CAPITAL GROUP INC | $7.7M | 106,610 | 1.65% | 2q | -1.9%-$151.3K |
| ALGERT GLOBAL LLC | $7.6M | 105,411 | 0.09% | 2q | +3.7%+$269.9K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $7.3M | 101,231 | 0.01% | 31q | -3.8%-$292.4K |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $7.3M | 100,375 | 0.07% | 31q | +130.4%+$4.1M |
Showing the largest 100 of 488 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 453 | $8.5B | 116,946,911 | 75 | 148 | 144 | 0.8% |
| Q1 2026 | 439 | $6.5B | 110,098,711 | 145 | 173 | 61 | 0.5% |
| Q4 2025 | 330 | $4.0B | 73,487,090 | 53 | 94 | 111 | 1.0% |
| Q3 2025 | 300 | $3.4B | 66,225,240 | 38 | 82 | 100 | 1.3% |
| Q2 2025 | 295 | $3.1B | 64,913,291 | 34 | 97 | 97 | 1.0% |
| Q1 2025 | 305 | $2.5B | 64,823,457 | 33 | 109 | 96 | 1.1% |
| Q4 2024 | 325 | $3.0B | 64,009,483 | 34 | 96 | 113 | 1.4% |
| Q3 2024 | 340 | $3.4B | 63,027,442 | 56 | 101 | 121 | 1.5% |
| Q2 2024 | 334 | $3.6B | 65,260,413 | 34 | 127 | 103 | 0.8% |
| Q1 2024 | 345 | $4.0B | 62,082,522 | 36 | 106 | 124 | 0.9% |
| Q4 2023 | 360 | $3.6B | 61,570,429 | 41 | 113 | 118 | 0.8% |
| Q3 2023 | 342 | $3.5B | 60,026,422 | 40 | 116 | 121 | 1.8% |
| Q2 2023 | 331 | $3.7B | 60,888,809 | 56 | 97 | 117 | 1.5% |
| Q1 2023 | 307 | $3.0B | 62,095,380 | 66 | 97 | 97 | 1.7% |
| Q4 2022 | 246 | $2.1B | 47,491,709 | 49 | 63 | 86 | 1.1% |
| Q3 2022 | 273 | $1.8B | 60,003,965 | 40 | 81 | 105 | 0.8% |
| Q2 2022 | 259 | $1.7B | 59,945,917 | 38 | 76 | 90 | 0.7% |
| Q1 2022 | 275 | $2.2B | 61,261,598 | 35 | 99 | 88 | 0.4% |
| Q4 2021 | 278 | $2.6B | 59,897,785 | 32 | 87 | 92 | 0.4% |
| Q3 2021 | 282 | $2.6B | 60,131,896 | 44 | 83 | 89 | 1.1% |
| Q2 2021 | 271 | $2.9B | 60,335,510 | 34 | 86 | 96 | 1.0% |
| Q1 2021 | 280 | $2.8B | 59,046,479 | 58 | 83 | 87 | 1.3% |
| Q4 2020 | 244 | $2.1B | 59,430,293 | 53 | 51 | 97 | 0.8% |
| Q3 2020 | 207 | $1.2B | 58,959,021 | 24 | 61 | 64 | 0.7% |
| Q2 2020 | 216 | $1.2B | 61,165,866 | 34 | 61 | 85 | 0.9% |
| Q1 2020 | 225 | $908.3M | 62,492,142 | 28 | 69 | 77 | 1.3% |
| Q4 2019 | 243 | $1.9B | 64,080,270 | 38 | 71 | 81 | 0.7% |
| Q3 2019 | 242 | $1.7B | 64,378,964 | 34 | 73 | 75 | 1.1% |
| Q2 2019 | 252 | $2.0B | 64,081,336 | 34 | 83 | 88 | 1.1% |
| Q1 2019 | 277 | $2.1B | 66,363,360 | 57 | 70 | 97 | 0.6% |
| Q4 2018 | 252 | $1.9B | 68,933,330 | 4 | 3 | 2 | 0.4% |