Terex (TEX) Institutional Ownership

$56.06
-2.89 (-4.90%)
(As of 04/30/2024 ET)

Institutional Ownership Changes (13F Filings) for Terex (NYSE:TEX)

Current
Institutional Ownership
Percentage
92.88%
Number of
Institutional Buyers
(last 12 months)
233
Total
Institutional Inflows
(last 12 months)
$660.21M
Number of
Institutional Sellers
(last 12 months)
157
Total
Institutional Outflows
(last 12 months)
$585.79M
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TEX Institutional Buying and Selling by Quarter

Terex Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2024Vest Financial LLC13,986$901K0.0%+244.2%0.021%
4/30/2024SkyOak Wealth LLC5,539$357K0.1%N/A0.008%
4/29/2024Principal Financial Group Inc.296,009$19.06M0.0%-1.1%0.440%
4/29/2024Cornerstone Investment Partners LLC3,237$208K0.0%N/A0.005%
4/26/2024 Yousif Capital Management LLC30,653$1.97M0.0%-2.5%0.046%
4/25/2024 New York State Teachers Retirement System95,966$6.18M0.0%+3.0%0.143%
4/23/2024 Louisiana State Employees Retirement System19,300$1.24M0.0%+2.1%0.029%
4/23/2024 Amalgamated Bank35,077$2.26M0.0%-13.7%0.052%
4/19/2024 FCG Investment Co6,314$407K0.3%+4.7%0.009%
4/19/2024 Fruth Investment Management3,350$215K0.1%N/A0.005%
4/18/2024 Measured Wealth Private Client Group LLC5,638$363K0.1%+14.0%0.008%
4/18/2024 State of Michigan Retirement System16,418$1.06M0.0%+1.9%0.024%
4/18/2024 Allspring Global Investments Holdings LLC47,954$3.09M0.0%-66.1%0.071%
4/18/2024 AlphaMark Advisors LLC5,299$341K0.1%+14.5%0.008%
4/16/2024 Hennessy Advisors Inc.77,700$5.00M0.2%+43.9%0.115%
4/15/2024 Atlas Capital Advisors LLC5,016$323K0.1%-26.7%0.007%
4/12/2024 Range Financial Group LLC13,690$882K0.5%+6.5%0.020%
4/12/2024 Westend Capital Management LLC3,156$203K0.1%N/A0.005%
4/11/2024 Liberty Capital Management Inc.9,962$642K0.2%-11.9%0.015%
4/11/2024 Shilanski & Associates Inc.29,413$1.89M0.7%-3.7%0.044%
4/5/2024 Los Angeles Capital Management LLC29,903$1.93M0.0%-45.9%0.045%
3/25/2024Quadrature Capital Ltd5,550$319K0.0%N/A0.008%
3/22/2024PNC Financial Services Group Inc.5,645$324K0.0%-9.8%0.008%
3/14/2024 Hennessy Advisors Inc.54,000$3.10M0.2%N/A0.081%
3/11/2024Vanguard Group Inc.7,514,298$431.77M0.0%-1.3%11.215%
3/5/2024Fisher Asset Management LLC1,764,661$101.40M0.0%-15.5%2.634%
3/1/2024Goldman Sachs Group Inc.473,900$27.23M0.0%-49.6%0.707%
2/28/2024American International Group Inc.123,433$7.09M0.0%-3.5%0.184%
2/21/2024 V Square Quantitative Management LLC6,948$399K0.1%N/A0.010%
2/15/2024Brevan Howard Capital Management LP25,915$1.49M0.0%N/A0.039%
2/14/2024Hancock Whitney Corp197,226$11.33M0.4%-5.8%0.294%
2/14/2024Verition Fund Management LLC250,876$14.42M0.1%-26.8%0.374%
2/14/2024Connectus Wealth LLC32,544$1.87M0.0%N/A0.049%
2/14/2024OLD Point Trust & Financial Services N A1,054$61K0.0%N/A0.002%
2/13/2024Exencial Wealth Advisors LLC4,548$261K0.0%+13.9%0.007%
2/13/2024American International Group Inc.123,433$7.09M0.0%-3.5%0.183%
2/13/2024First Trust Advisors LP520,820$29.93M0.0%+42.6%0.774%
2/13/2024Dorsey Wright & Associates63,841$3.67M1.1%-31.9%0.095%
2/13/2024KBC Group NV7,469$429K0.0%+17.4%0.011%
2/13/2024Campbell & CO Investment Adviser LLC64,492$3.71M0.3%N/A0.096%
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2/12/2024Jade Capital Advisors LLC10,000$575K0.3%N/A0.015%
2/12/2024TFO Wealth Partners LLC6,221$357K0.0%+207,266.7%0.009%
2/12/2024Olympiad Research LP5,546$319K0.3%-12.6%0.008%
2/12/2024Allianz Asset Management GmbH207,155$11.90M0.0%+356.0%0.308%
2/12/2024Chesapeake Capital Corp IL7,466$429K0.3%N/A0.011%
2/12/2024Hsbc Holdings PLC19,645$1.13M0.0%+22.8%0.029%
2/9/2024 Congress Wealth Management LLC DE 5,022$289K0.0%N/A0.007%
2/9/2024TCW Group Inc.10,924$628K0.0%-9.2%0.016%
2/9/2024Commerce Bank8,430$484K0.0%-20.2%0.013%
2/9/2024Affinity Investment Advisors LLC7,931$456K0.3%-41.6%0.012%
2/9/2024Hanlon Investment Management Inc.4,991$287K0.1%-15.9%0.007%
2/9/2024Franklin Resources Inc.44,376$2.55M0.0%-2.8%0.066%
2/9/2024Assetmark Inc.1,512$87K0.0%-70.4%0.002%
2/9/2024GW&K Investment Management LLC615,493$35.37M0.3%-24.6%0.915%
2/9/2024Quest Partners LLC9,569$550K0.1%N/A0.014%
2/9/2024Trexquant Investment LP13,782$792K0.0%-78.6%0.020%
2/9/2024Clearbridge Investments LLC342,245$19.67M0.0%+1.8%0.509%
2/9/2024Wells Fargo & Company MN210,832$12.11M0.0%-6.3%0.313%
2/9/2024Thoroughbred Financial Services LLC18,156$1.04M0.1%-13.9%0.027%
2/9/2024Coldstream Capital Management Inc.24,313$1.40M0.0%+514.9%0.036%
2/9/2024UBS Group AG147,149$8.46M0.0%+83.3%0.219%
2/9/2024PNC Financial Services Group Inc.5,645$324K0.0%-9.8%0.008%
2/9/2024BI Asset Management Fondsmaeglerselskab A S79,109$4.55M0.1%+5.2%0.118%
2/9/2024Dynamic Technology Lab Private Ltd28,121$1.62M0.2%N/A0.042%
2/9/2024Norges Bank741,497$42.61M0.0%N/A1.102%
2/8/2024Cowen AND Company LLC40,202$2.31M0.5%N/A0.060%
2/8/2024Great Lakes Advisors LLC213,893$12.29M0.1%+64.6%0.318%
2/8/2024Navellier & Associates Inc.13,923$800K0.1%+138.6%0.021%
2/8/2024Panagora Asset Management Inc.189,836$10.91M0.1%+5.8%0.282%
2/8/2024Janney Montgomery Scott LLC19,144$1.10M0.0%-12.0%0.028%
2/8/2024Vanguard Personalized Indexing Management LLC9,950$572K0.0%-18.9%0.015%
2/8/2024Vise Technologies Inc.6,655$382K0.1%+50.2%0.010%
2/8/2024Moran Wealth Management LLC43,288$2.49M0.1%+5.7%0.064%
2/8/2024Massachusetts Financial Services Co. MA15,677$901K0.0%-47.7%0.023%
2/7/2024Principal Financial Group Inc.299,181$17.19M0.0%+4.2%0.445%
2/7/2024Envestnet Portfolio Solutions Inc.4,980$286K0.0%-5.0%0.007%
2/7/2024Dimensional Fund Advisors LP2,675,548$153.74M0.0%+3.0%3.976%
2/7/2024QRG Capital Management Inc.5,332$306K0.0%+4.6%0.008%
2/7/2024BNP Paribas Financial Markets50,591$2.91M0.0%-50.7%0.075%
2/7/2024Teacher Retirement System of Texas37,097$2.13M0.0%-11.1%0.055%
2/7/2024Versor Investments LP5,930$341K0.1%-56.5%0.009%
2/7/2024Principal Securities Inc.1,475$85K0.0%N/A0.002%
2/6/2024Charles Schwab Investment Management Inc.921,985$52.98M0.0%+4.8%1.370%
2/6/2024Lisanti Capital Growth LLC11,370$653K0.2%-89.0%0.017%
2/6/2024Private Advisor Group LLC7,607$437K0.0%+6.2%0.011%
2/6/2024National Bank of Canada FI5,916$342K0.0%-64.3%0.009%
2/6/2024 Measured Wealth Private Client Group LLC4,946$284K0.1%+34.4%0.007%
2/6/2024M&T Bank Corp5,779$332K0.0%+21.4%0.009%
2/6/2024 Amalgamated Bank40,660$2.34M0.0%-1.5%0.060%
2/6/2024Summit Global Investments11,445$658K0.0%-35.6%0.017%
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2/6/2024 Los Angeles Capital Management LLC55,228$3.17M0.0%-6.0%0.082%
2/6/2024 Natixis Advisors L.P.10,285$591K0.0%-11.7%0.015%
2/6/2024Swiss National Bank132,800$7.63M0.0%-10.9%0.197%
2/6/2024Fisher Asset Management LLC1,762,268$101.26M0.0%-15.6%2.619%
2/6/2024New York Life Investment Management LLC7,139$410K0.0%-2.8%0.011%
2/5/2024Victory Capital Management Inc.803,906$46.19M0.0%+2.5%1.195%
2/5/2024Cozad Asset Management Inc.29,780$1.71M0.2%-2.3%0.044%
2/5/2024 SummerHaven Investment Management LLC11,692$672K0.4%+1.6%0.017%
2/5/2024 Unique Wealth Strategies LLC11,636$669K0.4%N/A0.017%
2/5/2024Russell Investments Group Ltd.284,062$16.32M0.0%-9.7%0.422%
(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, 367 institutional investors and hedge funds held shares of Terex. The most heavily invested institutionals were BlackRock Inc. ($541.60M), Vanguard Group Inc. ($431.77M), FMR LLC ($155.10M), Dimensional Fund Advisors LP ($153.74M), Fisher Asset Management LLC ($101.40M), Invesco Ltd. ($89.75M), and Greenhaven Associates Inc. ($83.70M).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 318 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. ($1.47M), Macquarie Group Ltd. ($1.27M), Pzena Investment Management LLC ($1.22M), William Blair Investment Management LLC ($1.10M), Victory Capital Management Inc. ($791.15K), 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 20,607,648 shares in the last 24 months. This purchase volume represents approximately $939.16M in transactions.

Which Terex major shareholders have been selling company stock?

Of the 198 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 ($1.14M), Fisher Asset Management LLC ($823.72K), William Blair Investment Management LLC ($544.02K), 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 14,811,254 shares in the last 24 months. This volume of shares sold represents approximately $731.68M in transactions.


This page (NYSE:TEX) was last updated on 5/1/2024 by MarketBeat.com Staff

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