As of the latest SEC filings, TEREX CORP (TEX) is held by 476 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $222,479,054.10 in market value, representing 0.21% of its portfolio.
Funds holding TEREX CORP (TEX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- TEX
- CIK:
- 0000097216
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.21% | $222,479,054.10 | 3,764,451 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $213,452,297.40 | 3,611,714 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.23% | $162,162,894.30 | 2,743,873 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.67% | $156,641,433.84 | 2,277,096 | Feb 28, 2026 | Apr 29, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.09% | $154,930,177.20 | 2,621,492 | Mar 31, 2026 | May 28, 2026 |
|
FLPFX
Fidelity Low-Priced Stock Fund
|
MF | Fidelity | 0.49% | $117,816,005.60 | 1,894,148 | Apr 30, 2026 | Jun 26, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.16% | $98,665,499.70 | 1,669,467 | Mar 31, 2026 | May 28, 2026 |
|
FIKNX
Fidelity Small Cap Value Fund
|
MF | Fidelity | 1.86% | $94,749,633.20 | 1,523,306 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.09% | $74,931,648.90 | 1,267,879 | Mar 31, 2026 | May 28, 2026 |
|
FCDTX
Fidelity Stock Selector Small Cap Fund
|
MF | Fidelity | 1.06% | $73,712,846.80 | 1,185,094 | Apr 30, 2026 | Jun 26, 2026 |
|
UBVVX
Undiscovered Managers Behavioral Value Fund
|
MF | Independent / Boutique | 0.83% | $71,537,654.10 | 1,210,451 | Mar 31, 2026 | May 29, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.21% | $68,991,804.60 | 1,109,193 | Apr 30, 2026 | Jun 26, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.03% | $65,368,866.93 | 950,267 | Feb 28, 2026 | Apr 24, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.07% | $59,037,176.70 | 998,937 | Mar 31, 2026 | May 28, 2026 |
|
FPURX
Fidelity Puritan Fund
|
MF | Fidelity | 0.18% | $56,852,045.82 | 826,458 | Feb 28, 2026 | Apr 24, 2026 |
|
FSOPX
Fidelity Series Small Cap Opportunities Fund
|
MF | Fidelity | 1.12% | $56,407,189.60 | 906,868 | Apr 30, 2026 | Jun 26, 2026 |
|
MVCHX
MFS Mid Cap Value Fund
|
MF | Independent / Boutique | 0.35% | $56,201,617.80 | 950,958 | Mar 31, 2026 | May 26, 2026 |
|
FVLKX
Fidelity Value Fund
|
MF | Fidelity | 0.53% | $51,601,120.00 | 829,600 | Apr 30, 2026 | Jun 26, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.21% | $50,646,749.70 | 856,967 | Mar 31, 2026 | Jun 1, 2026 |
|
DEVIX
Nomura Small Cap Value Fund
|
MF | Independent / Boutique | 1.37% | $50,059,514.85 | 727,715 | Feb 27, 2026 | Apr 23, 2026 |
|
VSMIX
Invesco Small Cap Value Fund
|
MF | Invesco | 0.46% | $49,893,605.60 | 802,148 | Apr 30, 2026 | Jun 26, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.42% | $41,647,873.65 | 605,435 | Feb 28, 2026 | Apr 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.10% | $41,027,594.22 | 596,418 | Feb 28, 2026 | Apr 24, 2026 |
|
PAVE
Global X U.S. Infrastructure Development ETF
|
ETF | Independent / Boutique | 0.31% | $38,989,690.47 | 566,793 | Feb 28, 2026 | Apr 29, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.25% | $38,215,459.02 | 555,538 | Feb 28, 2026 | Apr 28, 2026 |
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