Terex Corporation
MX ˙ BMV ˙ US8807791038
SecurityMX:TEX / Terex Corporation
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership21,618 shares
Latest Disclosed Value $ 1,277,606
Advisor Group Holdings, Inc. reports 438.70% increase in ownership of TEX / Terex Corporation

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 21,618 shares of Terex Corporation (MX:TEX) valued at $1,277,606 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,013 shares of Terex Corporation. This represents a change in shares of 438.70% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F TEREX CORP COM 880779103 21,618 17,605 438.70 1,278 496.73 0.0011
2026-02-17 2025-12-31 13F TEREX CORP COM 880779103 4,013 -804 -16.69 214 -11.20 0.0003
2025-11-14 2025-09-30 13F TEREX CORP COM 880779103 4,817 56 1.18 242 9.05 0.0003
2025-09-04 2025-06-30 13F/A-1 EREX CORP COM 880779103 4,761 1 0.02 222 23.46 0.0004
2025-08-13 2025-06-30 13F EREX CORP COM 880779103 9,198 4,438 425 0.0005
2025-05-12 2025-03-31 13F TEREX CORP COM 880779103 4,760 -6,053 -55.98 180 -64.13 0.0004
2025-06-06 2024-12-31 13F/A-1 TEREX CORP COM 880779103 10,813 -13,229 -55.02 500 -60.77 0.0011
2025-02-07 2024-12-31 13F TEREX CORP COM 880779103 5,538 -18,504 278 0.0007
2024-11-13 2024-09-30 13F TEREX CORP COM 880779103 24,042 -2,128 -8.13 1,272 -11.36 0.0029
2024-08-13 2024-06-30 13F TEREX CORP COM 880779103 26,170 -1,753 -6.28 1,435 -20.19 0.0034
2024-05-10 2024-03-31 13F TEREX CORP COM 880779103 27,923 -1,553 -5.27 1,798 6.20 0.0040
2024-02-12 2023-12-31 13F TEREX CORP COM 880779103 29,476 -30,040 -50.47 1,694 -50.63 0.0030
2023-11-13 2023-09-30 13F TEREX CORP COM 880779103 59,516 19,498 48.72 3,429 43.23 0.0051
2023-08-21 2023-06-30 13F/A-1 TEREX CORP COM 880779103 40,018 -77 -0.19 2,394 23.47 0.0043
2023-08-10 2023-06-30 13F TEREX CORP COM 880779103 40,018 -77 2,394 0.0006
2023-05-12 2023-03-31 13F TEREX CORP COM 880779103 40,095 27,480 217.84 1,939 259.74 0.0036
2023-02-10 2022-12-31 13F TEREX CORP COM 880779103 12,615 999 8.60 539 55.78 0.0011
2022-11-14 2022-09-30 13F TEREX CORP COM 880779103 11,616 1,895 19.49 346 30.08 0.0008
2022-08-10 2022-06-30 13F TEREX CORP COM 880779103 9,721 -5,804 -37.38 266 -51.99 0.0006
2022-05-04 2022-03-31 13F TEREX CORP COM 880779103 15,525 -396 -2.49 554 -20.86 0.0011
2022-02-03 2021-12-31 13F TEREX CORP COM 880779103 15,921 -1,978 -11.05 700 -7.16 0.0013
2021-11-05 2021-09-30 13F TEREX CORP COM 880779103 17,899 14,780 473.87 754 406.04 0.0016
2021-08-02 2021-06-30 13F TEREX CORP COM 880779103 3,119 -1,080 -25.72 149 -23.59 0.0003
2021-05-13 2021-03-31 13F TEREX CORP COM 880779103 4,199 -25,230 -85.73 195 -80.99 0.0005
2021-02-10 2020-12-31 13F TEREX CORP COM 880779103 29,429 27,480 1,409.95 1,026 2,672.97 0.0027
2020-11-12 2020-09-30 13F TEREX CORP COM 880779103 1,949 14 0.72 37 2.78 0.0001
2020-08-14 2020-06-30 13F TEREX CORP COM 880779103 1,935 -2,312 -54.44 36 -38.98 0.0001
2020-05-18 2020-03-31 13F TEREX CORP COM 880779103 4,247 4,247 59 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.