Terex Corporation
MX ˙ BMV ˙ US8807791038
SecurityMX:TEX / Terex Corporation
InstitutionAdvisors Asset Management, Inc.
Latest Disclosed Ownership106,587 shares
Latest Disclosed Value $ 6,299,292
Advisors Asset Management, Inc. reports 7.28% increase in ownership of TEX / Terex Corporation

On May 15, 2026 - Advisors Asset Management, Inc. filed a 13F-HR form disclosing ownership of 106,587 shares of Terex Corporation (MX:TEX) valued at $6,299,292 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 99,358 shares of Terex Corporation. This represents a change in shares of 7.28% 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 106,587 7,229 7.28 6,299 18.78 0.1046
2026-02-12 2025-12-31 13F TEREX CORP COM 880779103 99,358 9,073 10.05 5,304 14.51 0.0890
2025-11-06 2025-09-30 13F TEREX CORP COM 880779103 90,285 2,482 2.83 4,632 12.98 0.0786
2025-08-12 2025-06-30 13F TEREX CORP COM 880779103 87,803 7,979 10.00 4,100 35.95 0.0734
2025-05-15 2025-03-31 13F TEREX CORP COM 880779103 79,824 8,746 12.30 3,016 -8.22 0.0567
2025-02-10 2024-12-31 13F TEREX CORP COM 880779103 71,078 14,022 24.58 3,285 8.85 0.0605
2024-11-08 2024-09-30 13F TEREX CORP COM 880779103 57,056 4,633 8.84 3,019 5.01 0.0554
2024-08-14 2024-06-30 13F TEREX CORP COM 880779103 52,423 6,906 15.17 2,875 -1.94 0.0561
2024-05-14 2024-03-31 13F TEREX CORP COM 880779103 45,517 4,083 9.85 2,931 23.15 0.0563
2024-02-14 2023-12-31 13F TEREX CORP COM 880779103 41,434 2,848 7.38 2,381 7.06 0.0486
2023-11-14 2023-09-30 13F TEREX CORP COM 880779103 38,586 501 1.32 2,223 -2.41 0.0480
2023-08-14 2023-06-30 13F TEREX CORP COM 880779103 38,085 -1,343 -3.41 2,279 19.45 0.0466
2023-05-12 2023-03-31 13F TEREX CORP COM 880779103 39,428 6,831 20.96 1,908 37.00 0.0388
2023-02-13 2022-12-31 13F TEREX CORP COM 880779103 32,597 4,645 16.62 1,393 67.51 0.0287
2022-11-08 2022-09-30 13F TEREX COM 880779103 27,952 4,576 19.58 831 29.84 0.0175
2022-08-08 2022-06-30 13F TEREX CORP COM 880779103 23,376 -204 -0.87 640 -23.90 0.0121
2022-05-17 2022-03-31 13F TEREX CORP COM 880779103 23,580 2,595 12.37 841 -8.79 0.0130
2022-02-15 2021-12-31 13F TEREX COM 880779103 20,985 6,755 47.47 922 53.92 0.0132
2021-11-12 2021-09-30 13F TEREX CORP COM 880779103 14,230 6,232 77.92 599 57.22 0.0091
2021-07-30 2021-06-30 13F TEREX CORP COM 880779103 7,998 6,151 333.03 381 348.24 0.0056
2021-05-07 2021-03-31 13F TEREX CORP COM 880779103 1,847 1,847 85 0.0013
2017-05-02 2017-03-31 13F TEREX CORP COM 880779103 0 -2,700 -100.00 0 -100.00
2016-10-31 2016-09-30 13F TEREX CORP COM 880779103 2,700 -200 -6.90 69 16.95 0.0011
2016-08-08 2016-06-30 13F TEREX CORP COM 880779103 2,900 0 0.00 59 -18.06 0.0010
2016-05-16 2016-03-31 13F TEREX CORP COM 880779103 2,900 0 0.00 72 33.33 0.0012
2016-02-10 2015-12-31 13F TEREX CORP COM 880779103 2,900 -100 -3.33 54 0.00 0.0009
2015-11-16 2015-09-30 13F TEREX CORP COM 880779103 3,000 -100 -3.23 54 -25.00 0.0009
2015-08-11 2015-06-30 13F TEREX CORP COM 880779103 3,100 -100 -3.12 72 -15.29 0.0010
2015-05-13 2015-03-31 13F TEREX CORP COM 880779103 3,200 100 3.23 85 -1.16 0.0011
2015-02-05 2014-12-31 13F TEREX CORP COM 880779103 3,100 -1,176 -27.50 86 -36.76 0.0012
2014-11-13 2014-09-30 13F TEREX CORP COM 880779103 4,276 -476 -10.02 136 -30.61 0.0019
2014-08-14 2014-06-30 13F TEREX CORP COM 880779103 4,752 -726 -13.25 196 -19.34 0.0027
2014-05-15 2014-03-31 13F TEREX CORP COM 880779103 5,478 -100 -1.79 243 3.85 0.0037
2014-02-03 2013-12-31 13F TEREX CORP COM 880779103 5,578 32 0.58 234 25.81 0.0038
2013-11-15 2013-09-30 13F TEREX CORP COM 880779103 5,546 -179 -3.13 186 23.18 0.0033
2013-08-14 2013-06-30 13F TEREX CORP COM 880779103 5,725 5,725 151 0.0029
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.