TEREX CORP NEW TEX
COM · Common Stock · CUSIP 880779103 · ISIN US8807791038
American manufacturer
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($7.7m this quarter). Holder counts are more reliable. Shares outstanding: 114.3m as of 2026-07-28, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $72.11. Options: 11 managers hold calls ($47.4m notional), 11 hold puts ($23.6m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 275 |
| Q4 2022 | 312 |
| Q1 2023 | 360 |
| Q2 2023 | 383 |
| Q3 2023 | 394 |
| Q4 2023 | 403 |
| Q1 2024 | 388 |
| Q2 2024 | 372 |
| Q3 2024 | 384 |
| Q4 2024 | 352 |
| Q1 2025 | 335 |
| Q2 2025 | 328 |
| Q3 2025 | 333 |
| Q4 2025 | 358 |
| Q1 2026 | 474 |
| Q2 2026 | 483 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 184 | 193 |
| Q4 2024 | 150 | 200 |
| Q1 2025 | 166 | 164 |
| Q2 2025 | 153 | 165 |
| Q3 2025 | 140 | 158 |
| Q4 2025 | 169 | 159 |
| Q1 2026 | 351 | 107 |
| Q2 2026 | 233 | 226 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $28.6m | $18.2m | 0.64 |
| Q4 2025 | $30.6m | $9.5m | 0.31 |
| Q1 2026 | $18.6m | $11.2m | 0.60 |
| Q2 2026 | $47.4m | $23.6m | 0.50 |
Biggest buyers
| AMERIPRISE FINANCIAL INC | Added | +877.6k |
| Invesco Ltd. | Added | +752.8k |
| BlackRock, Inc. | Added | +657.3k |
| COOPER CREEK PARTNERS MANAGEMENT LLC | Added | +602.7k |
| Freestone Grove Partners LP | Added | +549.8k |
| EMERALD ADVISERS, LLC | New | +545.0k |
| JENNISON ASSOCIATES LLC | Added | +537.3k |
| SOROS FUND MANAGEMENT LLC | New | +443.0k |
| Albar Capital Partners LLP | New | +419.4k |
| MOORE CAPITAL MANAGEMENT, LP | New | +383.3k |
Biggest sellers
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -1.2m |
| CITADEL ADVISORS LLC | Reduced | -1.1m |
| AMERICAN CENTURY COMPANIES INC | Reduced | -1.1m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -436.4k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -411.3k |
| Capital Research Global Investors | Reduced | -331.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -259.9k |
| JPMORGAN CHASE & CO | Reduced | -212.4k |
| Ceredex Value Advisors LLC | Sold out | -188.7k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -186.0k |
Biggest calls
| SCOPUS ASSET MANAGEMENT, L.P. | Added | $18.1m250.0k shares |
| CITADEL ADVISORS LLC | Added | $12.0m166.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.3m73.8k shares |
| JANE STREET GROUP, LLC | Added | $4.8m65.9k shares |
| IMC-Chicago, LLC | Added | $2.9m40.1k shares |
| BRANT POINT INVESTMENT MANAGEMENT LLC | New | $1.4m200 shares |
| SIG BROKERAGE, LP | New | $1.4m20.0k shares |
| GROUP ONE TRADING LLC | Added | $1.0m14.4k shares |
| Walleye Trading LLC | Reduced | $166.5k2.3k shares |
| SIMPLEX TRADING, LLC | Added | $94.1k1.3k shares |
Biggest puts
| SCOPUS ASSET MANAGEMENT, L.P. | Added | $10.9m150.0k shares |
| CITIGROUP INC | New | $6.9m95.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.5m21.4k shares |
| IMC-Chicago, LLC | Reduced | $1.3m18.1k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $1.3m17.8k shares |
| JANE STREET GROUP, LLC | Reduced | $709.0k9.8k shares |
| CITADEL ADVISORS LLC | Reduced | $441.6k6.1k shares |
| TWO SIGMA INVESTMENTS, LP | New | $325.8k4.5k shares |
| Walleye Trading LLC | Reduced | $209.9k2.9k shares |
| GROUP ONE TRADING LLC | Reduced | $21.7k300 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +1.5 pts · filed 2025-05-12 | 14.6% |
| BlackRock, Inc. 13G · institution filed 2026-04-24 | 11.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: DIMENSIONAL FUND ADVISORS LP (3.9%, 2026-04-09), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $2.6m | 2 | $1.6m | — |
| Q1 2025 | 2 | $53.6k | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $219.6k | — |
| Q3 2025 | 0 | — | 1 | $252.5k | — |
| Q4 2025 | 1 | $98.8k | 0 | — | — |
| Q1 2026 | 0 | — | 2 | $1.9m | — |
| Q2 2026 | 0 | — | 2 | $504.4k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-23 | JOHNSTON STEPHEN Former VP CAO and Controller | Sold | $119.0k1.7k shares |
| 2026-06-04 | JOHNSTON STEPHEN Former VP CAO and Controller | Sold | $23.9k379 shares |
| 2026-05-04 | Gross Joshua President - Aerials | Sold | $361.4k5.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.05% of their portfolio | 17.1m $1.2bn | Added +45.0k |
| BlackRock, Inc. 0.02% of their portfolio | 14.7m $1.1bn | Added +657.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 5.7m $415.4m | Reduced -74.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 5.0m $359.1m | Reduced -125.3k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 4.4m $319.5m | Reduced -29.4k |
| STATE STREET CORP 0.01% of their portfolio | 4.4m $316.7m | Added +257.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 3.3m $241.6m | Reduced -411.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.1m $227.9m | Added +282.2k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 2.1m $123.5m | Reduced -38.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 1.9m $135.7m | Added +100.3k |
| Invesco Ltd. 0.01% of their portfolio | 1.9m $134.1m | Added +752.8k |
| Fisher Asset Management, LLC 0.04% of their portfolio | 1.8m $133.2m | Reduced -54.7k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 1.6m $117.3m | Reduced -1.1m |
| Freestone Grove Partners LP 0.76% of their portfolio | 1.6m $116.6m | Added +549.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.5m $110.4m | Reduced -85.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.5m $109.5m | Added +155.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.5m $107.2m | Added +87.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.28% of their portfolio | 1.4m $104.0m | Reduced -52.3k |
| NORGES BANK 0.01% of their portfolio | 1.4m $100.0m | Not comparable |
| Balyasny Asset Management L.P. 0.18% of their portfolio | 1.3m $97.1m | Reduced -137.8k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.14% of their portfolio | 1.3m $96.3m | Added +219.8k |
| MORGAN STANLEY 0.01% of their portfolio | 1.3m $94.6m | Added +95.7k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 1.3m $93.7m | Reduced -1.1m |
| COOPER CREEK PARTNERS MANAGEMENT LLC 3.81% of their portfolio | 1.3m $91.4m | Added +602.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio | 1.1m $81.9m | Added +90.8k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 1.0m $75.2m | Added +877.6k |
| Schonfeld Strategic Advisors LLC 0.39% of their portfolio | 1.0m $72.9m | Added +293.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 942.2k $68.2m | Added +8.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.20% of their portfolio | 924.6k $66.9m | Added +71.0k |
| Driehaus Capital Management LLC 0.37% of their portfolio | 890.0k $64.4m | Added +247.6k |
| UBS Group AG 0.01% of their portfolio | 808.9k $58.6m | Added +224.8k |
| SEGALL BRYANT & HAMILL, LLC 0.68% of their portfolio | 795.8k $57.6m | Reduced -6.8k |
| JENNISON ASSOCIATES LLC 0.03% of their portfolio | 779.9k $56.5m | Added +537.3k |
| Holocene Advisors, LP 0.13% of their portfolio | 774.9k $56.1m | Added +148.7k |
| Capital Research Global Investors 0.01% of their portfolio | 773.3k $56.0m | Reduced -331.1k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 755.9k $54.7m | Reduced -3.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% of their portfolio | 712.1k $51.6m | Added +51.9k |
| Nuveen, LLC 0.01% of their portfolio | 676.0k $48.9m | Added +86.2k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.84% of their portfolio | 658.7k $47.7m | Added +81.3k |
| Minneapolis Portfolio Management Group, LLC 4.37% of their portfolio | 637.6k $46.2m | Reduced -9.2k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 567.5k $41.1m | Added +73.6k |
| EMERALD ADVISERS, LLC 0.93% of their portfolio | 545.0k $39.5m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 533.1k $38.6m | Added +152.4k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.06% of their portfolio | 510.8k $33.7m | Added +93.9k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 492.3k $35.6m | Reduced -186.0k |
| Point72 Asset Management, L.P. 0.05% of their portfolio | 489.1k $35.4m | Reduced -131.9k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 485.2k $35.1m | Reduced -62.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 465.5k $33.7m | Reduced -1.5k |
| SOROS FUND MANAGEMENT LLC 0.42% of their portfolio | 443.0k $32.1m | New |
| Bragg Financial Advisors, Inc 0.83% of their portfolio | 428.4k $31.0m | Reduced -2.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 422.1k $30.6m | Added +20.0k |
| Albar Capital Partners LLP 3.96% of their portfolio | 419.4k $30.4m | New |
| Walleye Capital LLC 0.14% of their portfolio | 398.2k $28.8m | Added +230.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 386.3k $28.8m | Reduced -212.4k |
| MOORE CAPITAL MANAGEMENT, LP 0.63% of their portfolio | 383.3k $27.7m | New |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 360.7k $26.1m | Added +17.7k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.91% of their portfolio | 356.0k $25.8m | New |
| Alyeska Investment Group, L.P. 0.06% of their portfolio | 331.7k $24.0m | Added +318.3k |
| Robeco Schweiz AG 0.35% of their portfolio | 299.4k $21.7m | New |
| EASTERLY INVESTMENT PARTNERS LLC 1.08% of their portfolio | 294.3k $21.3m | Added +273.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 292.9k $21.2m | Added +146.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 279.0k $20.2m | Reduced -3.5k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 274.1k $19.8m | Added +92.9k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 260.2k $18.8m | Reduced -436.4k |
| Channing Capital Management, LLC 0.42% of their portfolio | 252.3k $18.3m | New |
| Penn Capital Management Company, LLC 1.06% of their portfolio | 231.0k $16.7m | Added +118.7k |
| Swiss National Bank 0.01% of their portfolio | 228.2k $16.5m | Added +3.7k |
| Curated Wealth Partners LLC 1.90% of their portfolio | 226.9k $16.4m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 226.5k $16.4m | Added +52.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 223.2k $16.2m | Added +17.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 216.4k $15.7m | Added +19.5k |
| Hudson Bay Capital Management LP 0.07% of their portfolio | 214.4k $15.5m | Added +133.5k |
| Tidal Investments LLC 0.04% of their portfolio | 209.6k $15.2m | Reduced -1.5k |
| Tema ETFs LLC 0.48% of their portfolio | 206.7k $15.0m | First filing |
| MASTERS CAPITAL MANAGEMENT LLC 2.04% of their portfolio | 200.0k $14.5m | New |
| Verition Fund Management LLC 0.10% of their portfolio | 191.0k $13.8m | Reduced -9.7k |
| Front Street Capital Management, Inc. 1.53% of their portfolio | 186.3k $13.5m | Reduced -35.9k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 176.3k $12.8m | Added +217 |
| SG Americas Securities, LLC 0.01% of their portfolio | 170.6k $12.3m | Reduced -104.0k |
| Legal & General Group Plc 0.00% of their portfolio | 162.6k $11.8m | Reduced -3.1k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 161.9k $11.7m | Added +136.3k |
| CSM Advisors, LLC 0.25% of their portfolio | 158.7k $11.5m | Reduced -77.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 156.0k $11.3m | Added +25.6k |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1.75% of their portfolio | 136.5k $9.9m | Added +131.7k |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 2.68% of their portfolio | 134.8k $9.8m | New |
| Advisors Asset Management, Inc. 0.15% of their portfolio | 133.9k $9.7m | Added +27.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 131.4k $9.5m | Added +335 |
| SEI INVESTMENTS CO 0.01% of their portfolio | 130.5k $9.4m | Reduced -63.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 128.6k $9.3m | Added +18.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 127.3k $9.2m | Added +13.7k |
| J. Goldman & Co LP 0.32% of their portfolio | 125.4k $9.1m | New |
| MetLife Investment Management, LLC 0.04% of their portfolio | 120.1k $8.7m | Added +4.8k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 118.6k $8.6m | Added +39.3k |
| Retirement Systems of Alabama 0.03% of their portfolio | 118.1k $8.6m | Reduced -21.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 117.5k $8.5m | Added +34.7k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 113.9k $8.2m | Added +10.6k |
| Hillsdale Investment Management Inc. 0.19% of their portfolio | 113.5k $8.2m | Added +13.4k |
| SCOPUS ASSET MANAGEMENT, L.P. 0.19% of their portfolio | 110.3k $8.0m | Added +77.2k |
| Covalis Capital LLP 0.45% of their portfolio | 110.2k $8.0m | New |
| SPEECE THORSON CAPITAL GROUP INC 1.65% of their portfolio | 106.6k $7.7m | Reduced -2.1k |