Terex Corporation
MX ˙ BMV ˙ US8807791038
SecurityMX:TEX / Terex Corporation
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership47,882 shares
Latest Disclosed Value $ 2,829,834
First Trust Advisors Lp reports 10.74% increase in ownership of TEX / Terex Corporation

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 47,882 shares of Terex Corporation (MX:TEX) valued at $2,829,834 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 43,238 shares of Terex Corporation. This represents a change in shares of 10.74% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F TEREX CORP COM 880779103 47,882 4,644 10.74 2,830 22.57 0.0020
2026-02-13 2025-12-31 13F TEREX CORP COM 880779103 43,238 -369,652 -89.53 2,308 -89.10 0.0017
2025-11-12 2025-09-30 13F TEREX CORP COM 880779103 412,890 -320,814 -43.73 21,181 -38.17 0.0157
2025-08-13 2025-06-30 13F TEREX CORP COM 880779103 733,704 -316,524 -30.14 34,257 -13.66 0.0276
2025-05-14 2025-03-31 13F TEREX CORP COM 880779103 1,050,228 -880,695 -45.61 39,678 -55.54 0.0351
2025-02-13 2024-12-31 13F TEREX CORP COM 880779103 1,930,923 582,819 43.23 89,247 25.12 0.0787
2024-11-13 2024-09-30 13F TEREX CORP COM 880779103 1,348,104 391,031 40.86 71,328 35.90 0.0680
2024-08-13 2024-06-30 13F TEREX CORP COM 880779103 957,073 240,760 33.61 52,486 13.78 0.0535
2024-05-13 2024-03-31 13F TEREX CORP COM 880779103 716,313 195,493 37.54 46,131 54.15 0.0468
2024-02-13 2023-12-31 13F TEREX CORP COM 880779103 520,820 155,706 42.65 29,926 42.25 0.0327
2023-11-13 2023-09-30 13F TEREX CORP COM 880779103 365,114 45,172 14.12 21,038 9.90 0.0249
2023-08-14 2023-06-30 13F TEREX CORP COM 880779103 319,942 44,427 16.13 19,142 43.61 0.0218
2023-05-15 2023-03-31 13F TEREX CORP COM 880779103 275,515 -45,632 -14.21 13,329 -2.84 0.0154
2023-02-09 2022-12-31 13F TEREX CORP COM 880779103 321,147 -61,595 -16.09 13,719 20.52 0.0163
2022-11-14 2022-09-30 13F TEREX CORP COM 880779103 382,742 9,277 2.48 11,383 11.36 0.0148
2022-08-12 2022-06-30 13F TEREX CORP COM 880779103 373,465 59,583 18.98 10,222 -8.68 0.0126
2022-05-13 2022-03-31 13F TEREX CORP COM 880779103 313,882 248,821 382.44 11,193 291.50 0.0114
2022-02-08 2021-12-31 13F TEREX CORP COM 880779103 65,061 51,373 375.31 2,859 396.35 0.0028
2021-11-15 2021-09-30 13F TEREX CORP COM 880779103 13,688 -279 -2.00 576 -13.38 0.0006
2021-10-12 2021-06-30 13F/A-1 TEREX CORP COM 880779103 13,967 -652 -4.46 665 -1.19 0.0007
2021-08-16 2021-06-30 13F TEREX CORP COM 880779103 13,967 -652 665 0.0007
2021-05-14 2021-03-31 13F TEREX CORP COM 880779103 14,619 -1,756 -10.72 673 17.86 0.0008
2021-02-02 2020-12-31 13F TEREX CORP COM 880779103 16,375 -32,807 -66.71 571 -40.02 0.0008
2020-11-05 2020-09-30 13F TEREX CORP COM 880779103 49,182 31,058 171.36 952 180.00 0.0015
2020-07-22 2020-06-30 13F TEREX CORP COM 880779103 18,124 18,124 340 0.0006
2019-11-04 2019-09-30 13F TEREX CORP COM 880779103 0 -52,052 -100.00 0 -100.00
2019-07-30 2019-06-30 13F TEREX CORP COM 880779103 52,052 -15,663 -23.13 1,634 -24.91 0.0031
2019-06-19 2019-03-31 13F/A-1 TEREX CORP COM 880779103 67,715 46,730 222.68 2,176 275.82 0.0043
2019-05-09 2019-03-31 13F TEREX CORP COM 880779103 67,715 46,730 2,176
2019-02-07 2018-12-31 13F TEREX CORP COM 880779103 20,985 -281,906 -93.07 579 -95.21 0.0014
2018-10-25 2018-09-30 13F TEREX CORP COM 880779103 302,891 302,891 12,088 0.0225
2018-04-23 2018-03-31 13F TEREX CORP COM 880779103 0 -27,897 -100.00 0 -100.00
2018-02-08 2017-12-31 13F TEREX CORP COM 880779103 27,897 27,897 1,345 0.0032
2017-08-02 2017-06-30 13F TEREX CORP COM 880779103 0 -350,787 -100.00 0 -100.00
2017-05-02 2017-03-31 13F TEREX CORP COM 880779103 350,787 -214,999 -38.00 11,015 -38.25 0.0305
2017-02-06 2016-12-31 13F TEREX CORP COM 880779103 565,786 509,280 901.28 17,839 1,142.27 0.0531
2016-11-01 2016-09-30 13F TEREX CORP COM 880779103 56,506 -10,220 -15.32 1,436 5.98 0.0043
2016-08-04 2016-06-30 13F TEREX CORP COM 880779103 66,726 -300,480 -81.83 1,355 -85.17 0.0043
2016-05-10 2016-03-31 13F TEREX CORP COM 880779103 367,206 -126,460 -25.62 9,136 0.14 0.0293
2016-05-04 2015-12-31 13F/A-1 TEREX CORP COM 880779103 493,666 -15,507 -3.05 9,123 -0.13 0.0237
2016-02-03 2015-12-31 13F TEREX CORP COM 880779103 493,666 9,123
2015-11-05 2015-09-30 13F TEREX CORP COM 880779103 509,173 -29,776 -5.52 9,135 -27.10 0.0265
2015-08-04 2015-06-30 13F TEREX CORP COM 880779103 538,949 90,464 20.17 12,531 5.08 0.0325
2015-05-04 2015-03-31 13F TEREX CORP COM 880779103 448,485 219,453 95.82 11,925 86.77 0.0350
2015-02-13 2014-12-31 13F TEREX CORP COM 880779103 229,032 178 0.08 6,385 -12.19 0.0215
2014-11-12 2014-09-30 13F TEREX CORP COM 880779103 228,854 38,054 19.94 7,271 -7.28 0.0286
2014-08-11 2014-06-30 13F TEREX CORP COM 880779103 190,800 73,832 63.12 7,842 51.33 0.0326
2014-05-12 2014-03-31 13F TEREX CORP COM 880779103 116,968 46,866 66.85 5,182 76.02 0.0228
2014-08-08 2013-12-31 13F/A-1 TEREX CORP COM 880779103 70,102 16,656 31.16 2,944 63.92 0.0143
2014-02-13 2013-12-31 13F TEREX CORP COM 880779103 70,102 2,944
2013-11-12 2013-09-30 13F TEREX CORP COM 880779103 53,446 -27,312 -33.82 1,796 -15.44 0.0097
2013-08-12 2013-06-30 13F TEREX CORP COM 880779103 80,758 80,758 2,124 0.0138
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.