← Every company
Funds Holding Terex Corp
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Terex Corp, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of TEX →Funds holding
126
as of 2026-07-31
Reported value
$1.2B
summed across funds
Fund families
59
named trusts
Largest conviction
2.14%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Hartford Global Impact FundHARTFORD MUTUAL FUNDS, INC122.1K sh$7.7M | 2.14% |
| Fidelity Small Cap Value FundFidelity Securities Fund1.4M sh$87.3M | 1.60% |
| Nuveen Small Cap Select FundNuveen Investment Funds, Inc.94.1K sh$5.9M | 1.45% |
| Columbia Small Cap Value Discovery FundCOLUMBIA FUNDS SERIES TRUST I518.6K sh$32.6M | 1.31% |
| Fidelity Series Small Cap Opportunities FundFidelity Securities Fund906.9K sh$57M | 1.20% |
| ClearBridge Small Cap FundLegg Mason Global Asset Management Trust132.6K sh$8.3M | 1.18% |
| Invesco S&P MidCap Value with Momentum ETFInvesco Exchange-Traded Fund Trust90.3K sh$5.7M | 1.12% |
| Invesco S&P Midcap 400 Pure Value ETFInvesco Exchange-Traded Fund Trust58.2K sh$3.7M | 1.09% |
| SA AB Small & Mid Cap Value PortfolioSUNAMERICA SERIES TRUST82.5K sh$5.2M | 1.06% |
| Fidelity Series Small Cap Core FundFidelity Concord Street Trust252.8K sh$15.9M | 1.01% |
| Emerald Growth FundRBB Fund, Inc.235.9K sh$14.8M | 1.00% |
| Nuveen Small Cap Value FundNuveen Investment Funds, Inc.44.7K sh$2.8M | 0.98% |
| Fidelity Stock Selector Small Cap FundFidelity Capital Trust1.1M sh$70.2M | 0.95% |
| Cambria Value and Momentum ETFCambria ETF Trust13.9K sh$873.2K | 0.80% |
| The Hartford Small Cap Growth FundHARTFORD MUTUAL FUNDS II, INC33.4K sh$2.1M | 0.76% |
| Fidelity Series Intrinsic Opportunities FundFidelity Puritan Trust337.4K sh$21.2M | 0.75% |
| Fidelity Small Cap Stock FundFidelity Concord Street Trust160.3K sh$10.1M | 0.75% |
| Fidelity Small Cap Stock K6 FundFidelity Concord Street Trust2.4K sh$151K | 0.73% |
| CHANNING INTRINSIC VALUE SMALL-CAP FUNDValued Advisers Trust1.2K sh$74.7K | 0.71% |
| Fidelity Fundamental Small-Mid Cap ETFFidelity Covington Trust168.1K sh$10.6M | 0.71% |
| THRIVENT SMALL CAP STOCK FUNDThrivent Mutual Funds325.3K sh$20.4M | 0.70% |
| Victory Pioneer Mid Cap Value FundVictory Portfolios IV82.5K sh$5.2M | 0.66% |
| PGIM Jennison Small-Cap Core Equity FundPrudential Investment Portfolios 21.2K sh$76.9K | 0.66% |
| Fidelity Advisor Value FundFidelity Advisor Series I38.2K sh$2.4M | 0.60% |
| Fidelity Value FundFidelity Capital Trust918.3K sh$57.7M | 0.55% |
| Fidelity Mid Cap Value FundFidelity Devonshire Trust206.2K sh$13M | 0.54% |
| Victory Small Cap Stock FundVictory Portfolios III77.4K sh$4.9M | 0.51% |
| Fidelity Series Small Cap Discovery FundFidelity Concord Street Trust154.3K sh$9.7M | 0.49% |
| Fidelity Small Cap Discovery FundFidelity Concord Street Trust174.8K sh$11M | 0.48% |
| PACE Small/Medium Co Value Equity InvestmentsPACE SELECT ADVISORS TRUST21.2K sh$1.3M | 0.48% |
| Fidelity Low-Priced Stock FundFidelity Puritan Trust1.9M sh$118.9M | 0.48% |
| Fidelity Low-Priced Stock K6 FundFidelity Puritan Trust348.8K sh$21.9M | 0.48% |
| Invesco Small Cap Value FundAIM Sector Funds (Invesco Sector Funds)802.1K sh$50.4M | 0.45% |
| Pacer Lunt Midcap Multi-Factor Alternator ETFPacer Funds Trust3.9K sh$242.2K | 0.45% |
| Fidelity Small Cap Growth FundFidelity Securities Fund611.8K sh$38.4M | 0.44% |
| Fidelity Small Cap Growth K6 FundFidelity Securities Fund310.8K sh$19.5M | 0.43% |
| Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust789 sh$49.6K | 0.41% |
| Catholic Responsible Investments Small-Mid Cap Equity FundCatholic Responsible Investments Funds37.6K sh$2.4M | 0.40% |
| SmallCap Growth Fund IPrincipal Funds, Inc151K sh$9.5M | 0.38% |
| MID-CAP VALUE PROFUNDProFunds163 sh$10.2K | 0.38% |
| PGIM Quant Solutions Small-Cap Value FundTarget Portfolio Trust24.4K sh$1.5M | 0.35% |
| 1290 GAMCO Small/Mid Cap Value Fund1290 Funds13K sh$816.9K | 0.34% |
| BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust4.3K sh$270.2K | 0.31% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST116.8K sh$7.3M | 0.31% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust879 sh$55.2K | 0.31% |
| Fidelity Mid Cap Value K6 FundFidelity Devonshire Trust11.2K sh$704.7K | 0.30% |
| Franklin Small Cap Growth FundFranklin Strategic Series113.8K sh$7.2M | 0.29% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust30.5K sh$1.9M | 0.28% |
| First Eagle Small Cap Opportunity FundFirst Eagle Funds118.6K sh$7.5M | 0.26% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust17.3K sh$1.1M | 0.25% |
| Global X Russell 2000 ETFGLOBAL X FUNDS55.2K sh$3.5M | 0.23% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST279.8K sh$17.6M | 0.23% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust1.3M sh$79.2M | 0.23% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds150.4K sh$9.4M | 0.23% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST13K sh$818.7K | 0.23% |
| iShares Morningstar Small-Cap Value ETFiShares Trust24.7K sh$1.5M | 0.22% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust285.6K sh$17.9M | 0.22% |
| Pacer Trendpilot US Mid Cap ETFPacer Funds Trust12.6K sh$792.1K | 0.20% |
| SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST16.5K sh$1M | 0.20% |
| MidCap S&P 400 Index FundPrincipal Funds, Inc43.7K sh$2.7M | 0.20% |
| BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.41.3K sh$2.6M | 0.20% |
| Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust8.8K sh$554.4K | 0.20% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust126.3K sh$7.9M | 0.19% |
| PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 2410 sh$25.8K | 0.19% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust404K sh$25.4M | 0.18% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC517K sh$32.5M | 0.16% |
| Column Small Cap Select FundTrust for Professional Managers49K sh$3.1M | 0.16% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC502.5K sh$31.6M | 0.16% |
| ULTRA SMALL CAP PROFUNDProFunds1.5K sh$93.2K | 0.16% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC422.7K sh$26.6M | 0.16% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC22.5K sh$1.4M | 0.16% |
| Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust1.7K sh$105.4K | 0.15% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust368.7K sh$23.2M | 0.15% |
| ULTRA MID CAP PROFUNDProFunds958 sh$60.2K | 0.13% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC11.8K sh$744.2K | 0.12% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO17.8K sh$1.1M | 0.11% |
| iShares Morningstar Small-Cap ETFiShares Trust5K sh$314.2K | 0.11% |
| Fidelity Small-Mid Multifactor ETFFidelity Covington Trust41K sh$2.6M | 0.10% |
| Fidelity MSCI Industrials Index ETFFIDELITY COVINGTON TRUST37.3K sh$2.3M | 0.10% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust42.2K sh$2.7M | 0.10% |
| Victory Extended Market Index FundVictory Portfolios III13K sh$815.1K | 0.10% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC122.8K sh$7.7M | 0.10% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc3K sh$189.8K | 0.10% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds20.2K sh$1.3M | 0.10% |
| SMALL-CAP PROFUNDProFunds97 sh$6.1K | 0.07% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC65.3K sh$4.1M | 0.07% |
| American Beacon Small Cap Value FundAMERICAN BEACON FUNDS43.5K sh$2.7M | 0.07% |
| Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust819 sh$51.5K | 0.07% |
| MID-CAP PROFUNDProFunds103 sh$6.5K | 0.07% |
| Fidelity Blue Chip Growth ETFFidelity Covington Trust71.3K sh$4.5M | 0.06% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust21.4K sh$1.3M | 0.06% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO16.2K sh$1M | 0.05% |
| Dimensional US Vector Equity ETFDimensional ETF Trust4.3K sh$268.6K | 0.05% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC287.4K sh$18.1M | 0.05% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC17.8K sh$1.1M | 0.05% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC53.4K sh$3.4M | 0.04% |
| SmallCap Value Fund IIPrincipal Funds, Inc7.7K sh$480.9K | 0.04% |
| MFS Global Alternative Strategy FundMFS Series Trust XV1.2K sh$77.9K | 0.04% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust12.5K sh$788.3K | 0.03% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust245.4K sh$15.4M | 0.03% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust73.4K sh$4.6M | 0.03% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS454K sh$28.5M | 0.03% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC178.3K sh$11.2M | 0.03% |
| Fidelity Series Blue Chip Growth FundFidelity Securities Fund70.3K sh$4.4M | 0.03% |
| Fidelity Blue Chip Growth FundFidelity Securities Fund403.7K sh$25.4M | 0.03% |
| Fidelity Blue Chip Growth K6 FundFidelity Securities Fund81.6K sh$5.1M | 0.02% |
| US Vegan Climate ETFETF Series Solutions661 sh$41.5K | 0.02% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST386 sh$24.3K | 0.02% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust10.8K sh$676.5K | 0.02% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds11.1K sh$694.8K | 0.02% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust24.4K sh$1.5M | 0.02% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust25.9K sh$1.6M | 0.01% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III634.4 sh$39.9K | 0.01% |
| THRIVENT DYNAMIC ALLOCATION FUNDThrivent Mutual Funds791 sh$49.7K | 0.01% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust35.3K sh$2.2M | 0.01% |
| Nuveen Equity Index FundTIAA-CREF Funds99.9K sh$6.3M | 0.01% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST70K sh$4.4M | 0.01% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust62.2K sh$3.9M | 0.01% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds6.8K sh$426.9K | 0.01% |
| E*TRADE No Fee Total Market Index FundE Trade Trust150 sh$9.4K | 0.01% |
| Fidelity Advisor Global Capital Appreciation FundFidelity Advisor Series VIII200 sh$12.6K | 0.01% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds5.9K sh$368.7K | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS90.9K sh$5.7M | 0.01% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds703 sh$44.2K | 0.00% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds1.6K sh$98K | 0.00% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds400 sh$25.1K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on TEX
Company overviewEverything on TEX in one place, with the price.SEC filingsWhat TEX's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat TEX's own officers and directors buy and sell.Executive payWhat TEX awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in TEX.Federal contractsWhat federal agencies pay TEX.PatentsWhat TEX is filing at the patent office.