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Of the 18 tracked institutions holding TEX, 12 have a 3-year clone track record — 10 of them beat the S&P. Average holder's clone alpha: +5.0pt. It's a gauge of who owns the name, not just how many.
Among the 18 tracked institutional investors we monitor, TEX (TEREX CORP NEW) is held with a combined value of $3.11B across 53,200,454 shares. The largest holder is FMR LLC with a position worth $1.01B (0.05% of their portfolio). 4 funds opened new positions in the most recent quarter. 11 funds increased their holdings. 3 funds reduced their position.
Total Institutional Value
$3.11B
Total Shares Held
53,200,454
Institutional Holders
18
% of Shares Outstanding
46.6%
of 114.20M shares · SEC 2026-04-28
Days to Cover
5.4-7.1%
5.95M shares short · FINRA 2026-07-15
Tracked 13F institutions hold 46.6% of TEX's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-04-28), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $1.01B | 0.05% | +89.3% |
| 2 | BlackRock, Inc. | $829.44M | 0.01% | +67.0% |
| 3 | VANGUARD GROUP INC | $347.16M | 0.01% | -0.8% |
| 4 | STATE STREET CORP | $243.34M | 0.01% | +71.8% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | $221.53M | 0.04% | +34.0% |
| 6 | CITADEL ADVISORS LLC | $143.78M | 0.10% | +47.0% |
| 7 | Fisher Asset Management, LLC | $112.01M | 0.04% | -3.7% |
| 8 | Capital Research Global Investors | $65.27M | 0.01% | New |
| 9 | MILLENNIUM MANAGEMENT LLC | $40.09M | 0.02% | +56.0% |
| 10 | Point72 Asset Management, L.P. | $36.70M | 0.06% | +305.6% |
| Member | Type | Date |
|---|---|---|
| Josh Gottheimer | Sell | Apr 25, 2024 |
| Josh Gottheimer | Sell | Feb 13, 2024 |
| Kelly Loeffler | Sell | Apr 13, 2020 |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of TEX with a position worth $1.01B, representing 0.05% of their portfolio. In total, 18 institutional investors hold TEX with a combined value of $3.11B.
In the most recent quarter, 4 funds opened a new position in TEX. Additionally, 11 increased their holdings and 3 reduced their positions.
Institutional investors hold $3.11B worth of TEX stock across 18 positions. The largest institutional holder is FMR LLC with $1.01B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For TEX, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their TEX positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$69.83
2026-07-24
YTD
+26.9%
86% of 52-week range