DaveManuel.com · Institutional Ownership · Who Owns It
TEREX CORP NEW (TEX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
490
Reporting holders
$8.5B
Reported value
102.6%
Of shares outstanding
0.6%
Calls
0.3%
Puts
+15
Holder change
Institutions report 117,307,420 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| 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 incl. $12.5M options CALL+PUT | 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 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | $91.4M | 1,262,489 | 2.17% | 2q | +91.4%+$43.6M |
| 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 | +542.3%+$63.5M |
| 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 | +14.9%+$5.3M |
| 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 incl. $29.0M options CALL+PUT | 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 incl. $79.6K options CALL | 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 |
| 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 incl. $325.8K options PUT | 260,224 | 0.01% | 6q | -62.6%-$32.1M |
| Channing Capital Management, LLC | $18.3M | 252,304 | 0.42% | new | NEW |
| 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 |
| Curated Wealth Partners LLC | $16.4M | 226,922 | 1.90% | 23q | HELD |
| 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 |
| Verition Fund Management LLC | $13.8M | 191,004 | 0.07% | 12q | -4.8%-$702.9K |
| 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 incl. $6.9M options PUT | 77,064 | 0.00% | 31q | +153.9%+$7.6M |
| SG Americas Securities, LLC | $12.3M | 170,609 | 0.01% | 5q | -37.9%-$7.5M |
| Legal & General Group Plc | $11.8M | 162,633 | 0.00% | 31q | -1.9%-$224.3K |
| Thrivent Financial for Lutherans | $11.7M | 161,907 | 0.02% | 31q | +532.0%+$9.9M |
| CSM Advisors, LLC | $11.5M | 158,690 | 0.25% | 5q | -32.7%-$5.6M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $11.3M | 155,967 | 0.00% | 31q | +19.6%+$1.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.9M incl. $6.9M options CALL+PUT | 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% | 17q | +25.6%+$2.0M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $9.5M | 131,421 | 0.01% | 31q | HELD |
| 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 |
Showing the largest 100 of 490 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-23 | JOHNSTON STEPHEN | Former VP CAO and Controller | Sold | 1,702 | $119.0K ×2 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 106 | $145.7M | 2,784,358 | 10 | 27 | 28 | 0.0% |
| Q2 2026 | 490 | $8.5B | 117,307,420 | 77 | 158 | 157 | 0.8% |
| Q1 2026 | 475 | $6.6B | 111,819,095 | 153 | 193 | 64 | 0.4% |
| Q4 2025 | 360 | $4.0B | 74,524,729 | 55 | 104 | 119 | 1.0% |
| Q3 2025 | 334 | $3.5B | 67,236,096 | 40 | 91 | 114 | 1.3% |
| Q2 2025 | 331 | $3.1B | 66,226,750 | 39 | 107 | 109 | 1.1% |
| Q1 2025 | 337 | $2.5B | 65,943,099 | 38 | 119 | 106 | 1.1% |
| Q4 2024 | 357 | $3.0B | 65,017,115 | 35 | 107 | 119 | 1.4% |
| Q3 2024 | 382 | $3.4B | 64,145,429 | 62 | 111 | 137 | 1.5% |
| Q2 2024 | 375 | $3.7B | 66,566,641 | 36 | 141 | 116 | 0.8% |
| Q1 2024 | 394 | $4.1B | 63,762,567 | 41 | 121 | 141 | 0.9% |
| Q4 2023 | 409 | $3.7B | 63,486,798 | 46 | 124 | 137 | 0.8% |
| Q3 2023 | 403 | $3.7B | 62,977,569 | 53 | 134 | 140 | 1.8% |
| Q2 2023 | 386 | $3.9B | 63,751,963 | 67 | 117 | 133 | 1.5% |
| Q1 2023 | 363 | $3.2B | 65,214,458 | 78 | 110 | 108 | 1.7% |
| Q4 2022 | 315 | $2.6B | 60,112,095 | 61 | 80 | 114 | 1.0% |
| Q3 2022 | 266 | $2.2B | 73,237,052 | 40 | 79 | 101 | 0.7% |
| Q2 2022 | 252 | $2.0B | 74,236,064 | 39 | 74 | 86 | 0.6% |
| Q1 2022 | 268 | $2.8B | 78,132,503 | 34 | 97 | 85 | 0.3% |
| Q4 2021 | 275 | $4.2B | 94,477,954 | 32 | 85 | 91 | 0.3% |
| Q3 2021 | 279 | $4.4B | 102,824,428 | 44 | 83 | 88 | 0.6% |
| Q2 2021 | 268 | $4.7B | 97,485,355 | 34 | 86 | 93 | 0.6% |
| Q1 2021 | 275 | $4.4B | 93,964,738 | 57 | 81 | 86 | 0.8% |
| Q4 2020 | 241 | $3.3B | 93,097,658 | 53 | 49 | 96 | 0.5% |
| Q3 2020 | 203 | $1.9B | 95,712,745 | 23 | 59 | 63 | 0.5% |
| Q2 2020 | 212 | $1.8B | 97,636,365 | 33 | 60 | 83 | 0.5% |
| Q1 2020 | 223 | $2.9B | 199,184,203 | 28 | 68 | 76 | 0.4% |
| Q4 2019 | 239 | $4.5B | 149,386,497 | 37 | 69 | 80 | 0.3% |
| Q3 2019 | 239 | $3.9B | 150,213,587 | 34 | 72 | 74 | 0.5% |
| Q2 2019 | 249 | $7.3B | 231,624,871 | 34 | 81 | 87 | 0.3% |
| Q1 2019 | 274 | $6.7B | 208,515,101 | 57 | 67 | 97 | 0.2% |
| Q4 2018 | 249 | $5.8B | 209,729,837 | 4 | 3 | 2 | 0.1% |