Terex Corp (TEX) shareholders
TEXNYSEIndustrial Trucks, Tractors, Trailors & StackersFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 9/3039% above fair value
$56.94−0.62 (-1.08%)
Close on Nov 13, 2026Market cap $6.40BP/E 28.8Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
117M of 112M shares
Institutional holders
482
79 new, 63 sold out
Net institutional buying
6M
In Q2 2026
Insider trades, 12 months
0 buys · 6 sales
Net sold $2.43M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 13,399,925 | 11.80% | 13G (passive) amendment | Mar 31, 2026 |
| FMR LLC Joint filing with Abigail P. Johnson (14.60%) | 9,703,803 | 14.60% | 13G (passive) amendment | Mar 31, 2025 |
| Abigail P. Johnson Joint filing with FMR LLC (13.10%) | 8,782,286 | 13.10% | 13G (passive) amendment | Dec 31, 2024 |
| Vanguard Capital Management | 5,956,502 | 5.23% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 5,878,837 | 5.17% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TEX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 17,098,462 | 15.21% | $1.24B | +44,982 | 0.05% |
| BlackRock, Inc. | 14,691,820 | 13.07% | $1.06B | +657,303 | 0.02% |
| Vanguard Portfolio Management LLC | 5,738,176 | 5.11% | $415.39M | −74,477 | 0.02% |
| Vanguard Capital Management LLC | 4,960,237 | 4.41% | $359.07M | −125,311 | 0.01% |
| Dimensional Fund Advisors LP | 4,412,985 | 3.93% | $319.47M | −29,450 | 0.06% |
| State Street Corp | 4,374,529 | 3.89% | $316.68M | +257,148 | 0.01% |
| Wellington Management Group Llp | 3,337,162 | 2.97% | $241.58M | −411,282 | 0.04% |
| Geode Capital Management, LLC | 3,147,094 | 2.80% | $227.86M | +282,179 | 0.01% |
| Alliancebernstein L.P. | 2,089,710 | 1.86% | $123.50M | −38,685 | 0.04% |
| Massachusetts Financial Services Co /Ma/ | 1,874,736 | 1.67% | $135.71M | +100,288 | 0.04% |
| Invesco Ltd. | 1,852,309 | 1.65% | $134.09M | +752,830 | 0.01% |
| Fisher Asset Management, LLC | 1,840,626 | 1.64% | $133.24M | −54,668 | 0.04% |
| American Century Companies Inc | 1,620,296 | 1.44% | $117.29M | −1,054,153 | 0.05% |
| Freestone Grove Partners LP | 1,610,140 | 1.43% | $116.56M | +549,823 | 0.75% |
| Charles Schwab Investment Management Inc | 1,525,158 | 1.36% | $110.41M | −85,662 | 0.01% |
| Goldman Sachs Group Inc | 1,513,133 | 1.35% | $109.54M | +155,770 | 0.01% |
| Northern Trust Corp | 1,480,780 | 1.32% | $107.19M | +87,069 | 0.01% |
| Fuller & Thaler Asset Management, Inc. | 1,436,164 | 1.28% | $103.96M | −52,262 | 0.28% |
| Norges Bank | 1,381,341 | 1.23% | $100.00M | New | 0.01% |
| Balyasny Asset Management L.P. | 1,341,176 | 1.19% | $97.09M | −137,810 | 0.12% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 482 | 117M | 100.0% | 79 / 162 | 163 / 63 | 15M | 9M |
| Q1 2026 | 473 | 112M | 99.5% | 165 / 197 | 66 / 41 | 55M | 11M |
| Q4 2025 | 356 | 75M | 66.3% | 68 / 114 | 123 / 36 | 15M | 8M |
| Q3 2025 | 331 | 67M | 59.8% | 42 / 100 | 124 / 35 | 6M | 5M |
| Q2 2025 | 326 | 66M | 58.9% | 44 / 112 | 117 / 48 | 6M | 6M |
| Q1 2025 | 333 | 66M | 58.7% | 45 / 127 | 109 / 58 | 6M | 5M |
| Q4 2024 | 350 | 65M | 57.8% | 49 / 119 | 125 / 75 | 7M | 6M |
| Q3 2024 | 382 | 64M | 57.1% | 67 / 123 | 139 / 54 | 13M | 6M |
| Q2 2024 | 371 | 67M | 59.2% | 41 / 151 | 126 / 53 | 8M | 6M |
| Q1 2024 | 386 | 64M | 56.7% | 40 / 128 | 153 / 54 | 6M | 6M |
| Q4 2023 | 402 | 63M | 56.5% | 67 / 132 | 145 / 52 | 7M | 7M |
| Q3 2023 | 392 | 63M | 55.9% | 54 / 140 | 146 / 40 | 5M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
464 funds held TEX in Q2 2026, 42% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of TEX | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3,908,217 | 3.48% | $282.92M | 0.23% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,446,626 | 3.07% | $249.50M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,957,360 | 2.63% | $214.08M | 0.26% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,489,047 | 2.21% | $180.18M | 0.10% | Jun 30, 2026 |
| Fidelity Low-Priced Stock Fund | 1,891,608 | 1.68% | $118.87M | 0.48% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,830,451 | 1.63% | $106.50M | 0.39% | May 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 1,788,076 | 1.59% | $104.03M | 0.04% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,576,116 | 1.40% | $114.10M | 0.17% | Jun 30, 2026 |
| Fidelity Small Cap Value Fund | 1,388,906 | 1.24% | $87.28M | 1.60% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,310,008 | 1.17% | $94.83M | 0.10% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,259,905 | 1.12% | $79.17M | 0.23% | Jul 31, 2026 |
| Undiscovered Managers Behavioral Value Fund | 1,166,751 | 1.04% | $84.46M | 0.94% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 1,116,594 | 0.99% | $70.17M | 0.95% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 1,077,835 | 0.96% | $78.02M | 0.54% | Jun 30, 2026 |
| Fidelity Puritan Fund | 1,070,200 | 0.95% | $62.26M | 0.18% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Simon Meester | President and CEO, Director | 328,370 | 0.29% | Mar 24, 2026 |
| Jennifer Kong-Picarello | Senior Vice President, CFO | 88,029 | 0.08% | Nov 9, 2026 |
| Patrick S. Carroll | Pres., Environmental Solutions | 102,687 | 0.09% | Nov 9, 2026 |
| Kieran Hegarty | President, Materials Processin | 171,517 | 0.15% | Oct 22, 2026 |
| Amy George | Senior V.P. Human Resources | 98,013 | 0.09% | Oct 20, 2026 |
| Namita Jindal | SVP CHIEF DIGITAL & AI OFFICER | 43,595 | 0.04% | Jul 13, 2026 |
| Stephen Johnston | Former VP CAO and Controller | 15,155 | 0.01% | Jun 25, 2026 |
| Joshua Gross | President - Aerials | 48,706 | 0.04% | May 6, 2026 |
| John Lee Dreasher | SVP CHIEF HR OFFICER | 54,826 | 0.05% | Apr 9, 2026 |
| Scott Posner | Senior V.P., Gen Counsel Sec. | 84,418 | 0.08% | Mar 24, 2026 |
| Joseph LaDue | VP CAO AND CONTROLLER | 20,516 | 0.02% | Mar 17, 2026 |
| Michael Edward Virnig | President, Specialty Vehicles | 71,994 | 0.06% | Feb 13, 2026 |
| Maureen Oconnell | Director | 18,235 | 0.02% | Jun 30, 2026 |
| Sandra O'Connor | Director | 47,264 | 0.04% | Jun 30, 2026 |
| David C. Dauch | Director | 8,334 | 0.01% | Jun 30, 2026 |
| David A. Sachs | Director | 425,390 | 0.38% | Jun 30, 2026 |
| Srikanth Padmanabhan | Director | 6,641 | 0.01% | Jun 30, 2026 |
| Oluseun Salami | Director | 16,740 | 0.01% | Jun 30, 2026 |
| Kathleen M. Steele | Director | 16,287 | 0.01% | Jun 30, 2026 |
| John Canan | Director | 0 | – | Feb 4, 2026 |
| Charles Dutil | Director | 46,754 | 0.04% | Feb 4, 2026 |
| Andra Rush | Director | 25,428 | 0.02% | Nov 3, 2025 |
| Christopher Rossi | Director | 29,456 | 0.03% | May 19, 2025 |
| Paula H. Cholmondeley | – | 34,060 | 0.03% | Jun 30, 2026 |
| Julie A. Beck | – | 53,001 | 0.05% | Apr 4, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jennifer Kong-Picarello Senior Vice President, CFO | Nov 5, 2026 | Award | +35 | $55.57 | $1.94K | 88,029 |
| Patrick S. Carroll Pres., Environmental Solutions | Nov 5, 2026 | Award | +64 | $55.57 | $3.56K | 102,687 |
| Kieran Hegarty President, Materials Processin | Oct 20, 2026 | Tax withholding | −7,687 | $50.76 | $390.19K | 171,517 |
| Amy George Senior V.P. Human Resources | Oct 16, 2026 | Tax withholding | −8,460 | $52.65 | $445.42K | 97,999 |
| Jennifer Kong-Picarello Senior Vice President, CFO | Oct 8, 2026 | Award | +25 | $52.56 | $1.31K | 87,994 |
| Patrick S. Carroll Pres., Environmental Solutions | Oct 8, 2026 | Award | +45 | $52.56 | $2.37K | 102,623 |
| Jennifer Kong-Picarello Senior Vice President, CFO | Sep 3, 2026 | Award | +21 | $61.15 | $1.28K | 87,838 |
| Patrick S. Carroll Pres., Environmental Solutions | Sep 3, 2026 | Award | +39 | $61.15 | $2.38K | 102,453 |
| Jennifer Kong-Picarello Senior Vice President, CFO | Aug 5, 2026 | Award | +20 | $66.40 | $1.33K | 87,817 |
| Patrick S. Carroll Pres., Environmental Solutions | Aug 5, 2026 | Award | +36 | $66.40 | $2.39K | 102,414 |
| Patrick S. Carroll Pres., Environmental Solutions | Jul 10, 2026 | Award | +36 | $66.57 | $2.40K | 102,378 |
| Jennifer Kong-Picarello Senior Vice President, CFO | Jul 10, 2026 | Award | +20 | $66.57 | $1.33K | 87,797 |
| Namita Jindal SVP CHIEF DIGITAL & AI OFFICER | Jul 10, 2026 | Award | +261 | $67.92 | $17.73K | 43,595 |
| Sandra O'Connor Director | Jun 26, 2026 | Award | +3,760 | $71.81 | $270.01K | 47,264 |
| Srikanth Padmanabhan Director | Jun 26, 2026 | Award | +3,760 | $71.81 | $270.01K | 6,641 |
| Kathleen M. Steele Director | Jun 26, 2026 | Award | +3,760 | $71.81 | $270.01K | 16,287 |
| Maureen Oconnell Director | Jun 26, 2026 | Award | +1,880 | $71.81 | $135.00K | 18,235 |
| David A. Sachs Director | Jun 26, 2026 | Award | +3,760 | $71.81 | $270.01K | 279,590 |
| David C. Dauch Director | Jun 26, 2026 | Award | +1,467 | $71.81 | $105.35K | 8,334 |
| Oluseun Salami Director | Jun 26, 2026 | Award | +3,760 | $71.81 | $270.01K | 16,740 |
| Paula H. Cholmondeley – | Jun 26, 2026 | Award | +1,128 | $71.81 | $81.00K | 34,060 |
| Stephen Johnston Former VP CAO and Controller | Jun 23, 2026 | Sale | −375 | $69.90 | $26.21K | 15,155 |
| Stephen Johnston Former VP CAO and Controller | Jun 23, 2026 | Sale | −1,327 | $69.92 | $92.78K | 13,828 |
| Stephen Johnston Former VP CAO and Controller | Jun 4, 2026 | Sale | −379 | $63.19 | $23.95K | 15,530 |
| Jennifer Kong-Picarello Senior Vice President, CFO | Jun 4, 2026 | Award | +31 | $63.26 | $1.96K | 87,665 |
| Patrick S. Carroll Pres., Environmental Solutions | Jun 4, 2026 | Award | +56 | $63.26 | $3.54K | 102,236 |
| Stephen Johnston Former VP CAO and Controller | May 13, 2026 | Tax withholding | −1,799 | $62.82 | $113.01K | 15,909 |
| Patrick S. Carroll Pres., Environmental Solutions | May 7, 2026 | Award | +37 | $63.36 | $2.34K | 102,180 |
| Jennifer Kong-Picarello Senior Vice President, CFO | May 7, 2026 | Award | +20 | $63.36 | $1.27K | 87,634 |
| Joshua Gross President - Aerials | May 4, 2026 | Sale | −5,874 | $61.53 | $361.43K | 48,706 |
| Patrick S. Carroll Pres., Environmental Solutions | Apr 7, 2026 | Award | +39 | $58.88 | $2.30K | 102,143 |
| Jennifer Kong-Picarello Senior Vice President, CFO | Apr 7, 2026 | Award | +21 | $58.88 | $1.24K | 87,614 |
| Namita Jindal SVP CHIEF AI & DATA OFFICER | Apr 7, 2026 | Award | +187 | $59.00 | $11.03K | 43,260 |
| Patrick S. Carroll Pres., Environmental Solutions | Mar 20, 2026 | Tax withholding | −32 | $58.73 | $1.88K | 102,104 |
| Scott Posner Senior V.P., Gen Counsel Sec. | Mar 20, 2026 | Tax withholding | −26 | $58.73 | $1.53K | 84,418 |
| Joshua Gross President - Aerials | Mar 20, 2026 | Tax withholding | −9 | $58.73 | $529 | 54,580 |
| Jennifer Kong-Picarello Senior Vice President, CFO | Mar 20, 2026 | Tax withholding | −6 | $58.73 | $352 | 87,593 |
| Amy George Senior V.P. Human Resources | Mar 20, 2026 | Tax withholding | −14 | $58.73 | $822 | 106,104 |
| Stephen Johnston Former VP CAO and Controller | Mar 20, 2026 | Tax withholding | −8 | $58.73 | $470 | 17,708 |
| Kieran Hegarty President, Materials Processin | Mar 20, 2026 | Tax withholding | −33 | $58.73 | $1.94K | 178,971 |
| Simon Meester President and CEO, Director | Mar 20, 2026 | Tax withholding | −49 | $58.73 | $2.88K | 328,370 |
| Simon Meester President and CEO, Director | Mar 15, 2026 | Award | +36,820 | – | – | 259,658 |
| Simon Meester President and CEO, Director | Mar 15, 2026 | Award | +34,190 | – | – | 328,038 |
| Simon Meester President and CEO, Director | Mar 15, 2026 | Award | +34,190 | – | – | 293,848 |
| Simon Meester President and CEO, Director | Mar 15, 2026 | Tax withholding | −14,926 | $59.41 | $886.75K | 222,838 |
| Joshua Gross President - Aerials | Mar 15, 2026 | Award | +5,744 | – | – | 48,776 |
| Joshua Gross President - Aerials | Mar 15, 2026 | Award | +5,744 | – | – | 54,520 |
| Joshua Gross President - Aerials | Mar 15, 2026 | Tax withholding | −1,891 | $59.41 | $112.34K | 36,846 |
| Joshua Gross President - Aerials | Mar 15, 2026 | Award | +6,186 | – | – | 43,032 |
| Joseph LaDue VP CAO AND CONTROLLER | Mar 15, 2026 | Award | +585 | – | – | 20,516 |
| Joseph LaDue VP CAO AND CONTROLLER | Mar 15, 2026 | Award | +1,755 | – | – | 19,931 |
| Scott Posner Senior V.P., Gen Counsel Sec. | Mar 15, 2026 | Award | +7,112 | – | – | 77,230 |
| Scott Posner Senior V.P., Gen Counsel Sec. | Mar 15, 2026 | Award | +7,112 | – | – | 84,342 |
| Scott Posner Senior V.P., Gen Counsel Sec. | Mar 15, 2026 | Tax withholding | −5,827 | $59.41 | $346.18K | 62,459 |
| Scott Posner Senior V.P., Gen Counsel Sec. | Mar 15, 2026 | Award | +7,659 | – | – | 70,118 |
| Amy George Senior V.P. Human Resources | Mar 15, 2026 | Award | +7,574 | – | – | 105,917 |
| Amy George Senior V.P. Human Resources | Mar 15, 2026 | Tax withholding | −3,385 | $59.41 | $201.10K | 98,343 |
| Jennifer Kong-Picarello Senior Vice President, CFO | Mar 15, 2026 | Award | +9,426 | – | – | 69,977 |
| Jennifer Kong-Picarello Senior Vice President, CFO | Mar 15, 2026 | Award | +8,753 | – | – | 78,730 |
| Jennifer Kong-Picarello Senior Vice President, CFO | Mar 15, 2026 | Award | +8,753 | – | – | 87,483 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
7.56%
8M shares short
Days to cover
3.8
At 2M shares a day
Change since last report
+4.2%
From 8M shares
Short volume, 20 days
50.5%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Terex's stock actually held short. Settlement fails (shares not delivered on time) peaked at 6,715 shares on Sep 3, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Stephen Johnston Former Officer | Jun 23, 2026 | 1,703 | $119.02K | Jun 23, 2026 | Restricted Stock Vesting |
| Stephen Johnston Former Officer | Jun 4, 2026 | 379 | $23.96K | Jun 4, 2026 | Restricted Stock Vesting |
| Joshua Gross Officer | May 4, 2026 | 5,875 | $361.45K | May 4, 2026 | Restricted Stock Vesting |
| Kieran Hegarty Officer | Feb 17, 2026 | 11,980 | $829.49K | Feb 17, 2026 | Restricted Stock Vesting |
| Scott Posner Officer | Aug 12, 2025 | 5,000 | $252.50K | Aug 12, 2025 | Restricted Stock Vesting |
| Simon Meester Officer, Director | Dec 11, 2024 | 9,877 | $505.11K | Dec 11, 2024 | Restricted Stock Vesting |
| Kieran Hegarty Officer | Nov 6, 2024 | 18,000 | $1.05M | Nov 6, 2024 | Restricted Stock Vesting |
| Scott Posner Officer | Jun 14, 2024 | 12,500 | $755.97K | May 24, 2024 | Restricted Stock Vesting |
| Scott Posner Officer | May 24, 2024 | 12,500 | $755.97K | May 24, 2024 | Restricted Stock Vesting |
| Stephen Johnston Officer | May 21, 2024 | 3,239 | $200.82K | May 21, 2024 | Restricted Stock Vesting |
| Amy George Officer | May 15, 2024 | 12,000 | $756.43K | May 15, 2024 | Restricted Stock Vesting |
| Kieran Hegarty Officer | May 3, 2024 | 17,190 | $1.00M | May 3, 2024 | Restricted Stock Vesting |
| John L. Garrison Jr Former Officer and Director | Mar 27, 2024 | 50,000 | $3.21M | Mar 27, 2024 | Restricted Stock Vesting |
| John L. Garrison Jr Former Officer | Mar 21, 2024 | 15,906 | $982.03K | Mar 21, 2024 | Restricted Stock Vesting |
| John L. Garrison Jr Former Officer and Director | Mar 20, 2024 | 59,094 | $3.55M | Mar 20, 2024 | Restricted Stock Vesting |
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