Who owns Terex (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-Q2 13F filings (latest filed 2026-09-22). 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
183 tracked funds added or opened TEX while 85 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2026-Q1 and 2026-Q2, across 447 tracked filers holding TEX, 228 increased or opened the position and 252 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 28
- EMERALD ADVISERS, LLC$39M
- SOROS FUND MANAGEMENT LLC$32M
- Albar Capital Partners LLP$30M
- MOORE CAPITAL MANAGEMENT, LP$28M
- EMERALD MUTUAL FUND ADVISERS TRUST$26M
- Robeco Schweiz AG$22M
Full exits 58
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$73M
- COOPER CREEK PARTNERS MANAGEMENT LLC$39M
- SG Americas Securities, LLC$16M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$15M
- CSM Advisors, LLC$14M
- Ceredex Value Advisors LLC$11M
Largest adds
- BlackRock, Inc.$327M
- FMR LLC$230M
- NORGES BANK$78M
- Invesco Ltd.$76M
- STATE STREET CORP$73M
- VANGUARD PORTFOLIO MANAGEMENT LLC$72M
Largest trims
- CITADEL ADVISORS LLC$50M
- AMERICAN CENTURY COMPANIES INC$41M
- TWO SIGMA INVESTMENTS, LP$22M
- Capital Research Global Investors$9M
- Cambria Investment Management, L.P.$9M
- D. E. Shaw & Co., Inc.$8M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 17,098,462 | $1.2B | 15.6% | 2026-Q2 |
| BlackRock, Inc. added | 14,691,820 | $1.1B | 13.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 5,738,176 | $415M | 5.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 4,960,237 | $359M | 4.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 4,412,985 | $319M | 4.0% | 2026-Q2 |
| STATE STREET CORP added | 4,374,529 | $317M | 4.0% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 3,337,162 | $242M | 3.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,147,094 | $228M | 2.9% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 2,089,710 | $124M | 1.6% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,874,736 | $136M | 1.7% | 2026-Q2 |
| Invesco Ltd. added | 1,852,309 | $134M | 1.7% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 1,840,626 | $133M | 1.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,620,296 | $117M | 1.5% | 2026-Q2 |
| Freestone Grove Partners LP added | 1,610,140 | $117M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,525,158 | $110M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,513,133 | $110M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,480,780 | $107M | 1.4% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 1,436,164 | $104M | 1.3% | 2026-Q2 |
| NORGES BANK added | 1,381,341 | $100M | 1.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 1,341,176 | $97M | 1.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 1,330,026 | $96M | 1.2% | 2026-Q2 |
| MORGAN STANLEY added | 1,306,958 | $95M | 1.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 1,294,226 | $94M | 1.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,130,750 | $82M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,039,431 | $75M | 0.9% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 1,007,093 | $73M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 942,174 | $68M | 0.9% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 924,613 | $67M | 0.8% | 2026-Q2 |
| Driehaus Capital Management LLC added | 889,977 | $64M | 0.8% | 2026-Q2 |
| UBS Group AG added | 808,901 | $59M | 0.7% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 795,783 | $58M | 0.7% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 779,895 | $56M | 0.7% | 2026-Q2 |
| Holocene Advisors, LP added | 774,856 | $56M | 0.7% | 2026-Q2 |
| Capital Research Global Investors trimmed | 773,349 | $56M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 755,919 | $55M | 0.7% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 712,117 | $52M | 0.6% | 2026-Q2 |
| Nuveen, LLC added | 675,980 | $49M | 0.6% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 658,738 | $48M | 0.6% | 2026-Q2 |
| Minneapolis Portfolio Management Group, LLC trimmed | 637,576 | $46M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 567,528 | $41M | 0.5% | 2026-Q2 |
| EMERALD ADVISERS, LLC new | 545,046 | $39M | 0.5% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 533,136 | $39M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 510,774 | $34M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 492,295 | $36M | 0.4% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 489,100 | $35M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 485,213 | $35M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 465,468 | $34M | 0.4% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC new | 443,008 | $32M | 0.4% | 2026-Q2 |
| Bragg Financial Advisors, Inc trimmed | 428,385 | $31M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 422,054 | $31M | 0.4% | 2026-Q2 |
| Albar Capital Partners LLP new | 419,369 | $30M | 0.4% | 2026-Q2 |
| Walleye Capital LLC added | 398,151 | $29M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 386,280 | $29M | 0.4% | 2026-Q2 |
| MOORE CAPITAL MANAGEMENT, LP new | 383,307 | $28M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 360,720 | $26M | 0.3% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST new | 356,029 | $26M | 0.3% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 331,701 | $24M | 0.3% | 2026-Q2 |
| Robeco Schweiz AG new | 299,384 | $22M | 0.3% | 2026-Q2 |
| EASTERLY INVESTMENT PARTNERS LLC added | 294,326 | $21M | 0.3% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 292,853 | $21M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 278,952 | $20M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 274,147 | $20M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 260,224 | $19M | 0.2% | 2026-Q2 |
| Channing Capital Management, LLC new | 252,304 | $18M | 0.2% | 2026-Q2 |
| Penn Capital Management Company, LLC added | 231,008 | $17M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 228,162 | $17M | 0.2% | 2026-Q2 |
| Curated Wealth Partners LLC | 226,922 | $16M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 226,457 | $16M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 223,209 | $16M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 216,364 | $16M | 0.2% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 214,428 | $16M | 0.2% | 2026-Q2 |
| Tidal Investments LLC trimmed | 209,615 | $15M | 0.2% | 2026-Q2 |
| Tema ETFs LLC added | 206,691 | $15M | 0.2% | 2026-Q2 |
| MASTERS CAPITAL MANAGEMENT LLC new | 200,000 | $14M | 0.2% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 191,004 | $14M | 0.2% | 2026-Q2 |
| Front Street Capital Management, Inc. trimmed | 186,279 | $13M | 0.2% | 2026-Q2 |
| Clearbridge Investments, LLC added | 176,331 | $13M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 162,633 | $12M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 155,967 | $11M | 0.1% | 2026-Q2 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. added | 136,535 | $10M | 0.1% | 2026-Q2 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD new | 134,779 | $10M | 0.1% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 133,921 | $10M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 131,421 | $10M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 130,490 | $9M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 128,583 | $9M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 127,264 | $9M | 0.1% | 2026-Q2 |
| J. Goldman & Co LP new | 125,375 | $9M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 120,130 | $9M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 118,598 | $9M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 118,116 | $9M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 117,467 | $9M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 113,884 | $8M | 0.1% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 113,540 | $8M | 0.1% | 2026-Q2 |
| SCOPUS ASSET MANAGEMENT, L.P. added | 110,289 | $8M | 0.1% | 2026-Q2 |
| Covalis Capital LLP new | 110,239 | $8M | 0.1% | 2026-Q2 |
| SPEECE THORSON CAPITAL GROUP INC trimmed | 106,610 | $8M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 105,411 | $8M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 101,231 | $7M | 0.1% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC added | 100,375 | $7M | 0.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 93,373 | $7M | 0.1% | 2026-Q2 |
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.