Who owns TEX (TEX)
Which tracked institutional funds hold TEX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TEX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on TEX is one-sided between 2025-Q4 and 2026-Q1: 214 added or opened and 52 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TEX’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TEX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 469 tracked filers holding TEX, 356 increased or opened the position and 117 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TEX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 80
- VANGUARD PORTFOLIO MANAGEMENT LLC$344M
- VANGUARD CAPITAL MANAGEMENT LLC$301M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$105M
- Capital Research Global Investors$65M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$50M
- VANGUARD FIDUCIARY TRUST CO$45M
Full exits 23
- VANGUARD GROUP INC$319M
- JUPITER ASSET MANAGEMENT LTD$15M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$11M
- NEOS Investment Management LLC$10M
- LSV ASSET MANAGEMENT$9M
- Brandywine Global Investment Management, LLC$9M
Largest adds
- FMR LLC$527M
- BlackRock, Inc.$288M
- STATE STREET CORP$115M
- GEODE CAPITAL MANAGEMENT, LLC$83M
- DIMENSIONAL FUND ADVISORS LP$79M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$73M
Largest trims
- FULLER & THALER ASSET MANAGEMENT, INC.$66M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$32M
- Invesco Ltd.$28M
- Schonfeld Strategic Advisors LLC$28M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$19M
- Squarepoint Ops LLC$18M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 17,050,626 | $1.0B | 15.3% | 2026-Q1 |
| BlackRock, Inc. added | 12,459,633 | $736M | 11.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,812,653 | $344M | 5.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,085,548 | $301M | 4.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 4,442,435 | $263M | 4.0% | 2026-Q1 |
| STATE STREET CORP added | 4,117,381 | $243M | 3.7% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,748,444 | $222M | 3.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,864,915 | $169M | 2.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,674,449 | $158M | 2.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 2,432,785 | $144M | 2.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 2,128,395 | $114M | 1.7% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 1,895,294 | $112M | 1.7% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,774,448 | $105M | 1.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,610,820 | $95M | 1.4% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 1,488,426 | $88M | 1.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,478,986 | $87M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,393,711 | $82M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,357,363 | $80M | 1.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,238,924 | $73M | 1.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,211,306 | $72M | 1.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 1,110,253 | $66M | 1.0% | 2026-Q1 |
| Capital Research Global Investors new | 1,104,471 | $65M | 1.0% | 2026-Q1 |
| Freestone Grove Partners LP added | 1,060,317 | $63M | 0.9% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,039,940 | $61M | 0.9% | 2026-Q1 |
| Invesco Ltd. trimmed | 988,632 | $58M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp added | 934,045 | $55M | 0.8% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 853,618 | $50M | 0.8% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC added | 802,573 | $47M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 759,237 | $45M | 0.7% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC trimmed | 713,943 | $42M | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 696,657 | $41M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 678,259 | $40M | 0.6% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 660,201 | $39M | 0.6% | 2026-Q1 |
| COOPER CREEK PARTNERS MANAGEMENT LLC new | 659,769 | $39M | 0.6% | 2026-Q1 |
| Minneapolis Portfolio Management Group, LLC trimmed | 646,798 | $38M | 0.6% | 2026-Q1 |
| Driehaus Capital Management LLC added | 642,423 | $38M | 0.6% | 2026-Q1 |
| Holocene Advisors, LP added | 626,123 | $37M | 0.6% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 620,972 | $37M | 0.6% | 2026-Q1 |
| Nuveen, LLC added | 589,779 | $35M | 0.5% | 2026-Q1 |
| UBS Group AG added | 584,137 | $35M | 0.5% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 577,450 | $34M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 598,675 | $33M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 539,145 | $31M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 493,911 | $29M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 467,017 | $28M | 0.4% | 2026-Q1 |
| Bragg Financial Advisors, Inc new | 430,540 | $25M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 402,045 | $24M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 416,919 | $24M | 0.4% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 380,768 | $23M | 0.3% | 2026-Q1 |
| NORGES BANK trimmed | 572,259 | $22M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 343,045 | $20M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 282,446 | $17M | 0.3% | 2026-Q1 |
| SG Americas Securities, LLC added | 274,621 | $16M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 259,913 | $15M | 0.2% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 242,558 | $14M | 0.2% | 2026-Q1 |
| CSM Advisors, LLC added | 235,758 | $14M | 0.2% | 2026-Q1 |
| Curated Wealth Partners LLC | 226,922 | $13M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 224,462 | $13M | 0.2% | 2026-Q1 |
| Front Street Capital Management, Inc. trimmed | 222,144 | $13M | 0.2% | 2026-Q1 |
| Tidal Investments LLC added | 211,147 | $12M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 206,212 | $12M | 0.2% | 2026-Q1 |
| Verition Fund Management LLC added | 200,714 | $12M | 0.2% | 2026-Q1 |
| Tema ETFs LLC added | 198,969 | $12M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 196,911 | $12M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 194,327 | $11M | 0.2% | 2026-Q1 |
| Ceredex Value Advisors LLC new | 188,700 | $11M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 181,272 | $11M | 0.2% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 176,114 | $10M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 173,726 | $10M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 171,056 | $10M | 0.2% | 2026-Q1 |
| Walleye Capital LLC trimmed | 167,807 | $10M | 0.2% | 2026-Q1 |
| Legal & General Group Plc added | 165,732 | $10M | 0.1% | 2026-Q1 |
| Cambria Investment Management, L.P. added | 163,364 | $10M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 161,831 | $10M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 146,521 | $9M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 139,390 | $8M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 131,086 | $8M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 130,365 | $8M | 0.1% | 2026-Q1 |
| NATIXIS added | 124,995 | $7M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC added | 123,306 | $7M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 121,684 | $7M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 118,891 | $7M | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC added | 115,303 | $7M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 113,565 | $7M | 0.1% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC added | 113,128 | $7M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,981,583 | $319M | 4.8% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 1,334,668 | $68M | 1.0% | 2025-Q3 stale |
| Lodge Hill Capital, LLC added | 529,450 | $27M | 0.4% | 2025-Q3 stale |
| JUPITER ASSET MANAGEMENT LTD added | 289,420 | $15M | 0.2% | 2025-Q4 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. new | 215,000 | $11M | 0.2% | 2025-Q4 stale |
| NEOS Investment Management LLC added | 182,966 | $10M | 0.1% | 2025-Q4 stale |
| Zimmer Partners, LP added | 250,000 | $9M | 0.1% | 2025-Q1 stale |
| LSV ASSET MANAGEMENT added | 163,900 | $9M | 0.1% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC trimmed | 160,870 | $9M | 0.1% | 2025-Q4 stale |
| NORDEA INVESTMENT MANAGEMENT AB added | 154,952 | $8M | 0.1% | 2025-Q4 stale |
| CIBC WORLD MARKET INC. added | 146,572 | $8M | 0.1% | 2025-Q4 stale |
| ATLANTIC INVESTMENT MANAGEMENT, INC. | 155,000 | $7M | 0.1% | 2025-Q2 stale |
| MARSHALL WACE, LLP trimmed | 132,633 | $7M | 0.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 130,800 | $7M | 0.1% | 2025-Q4 stale |
| Edgestream Partners, L.P. added | 127,602 | $7M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.