Terex Corporation
MX ˙ BMV ˙ US8807791038
SecurityMX:TEX / Terex Corporation
InstitutionLPL Financial LLC
Latest Disclosed Ownership49,745 shares
Latest Disclosed Value $ 2,939,948
LPL Financial LLC reports 39.98% increase in ownership of TEX / Terex Corporation

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 49,745 shares of Terex Corporation (MX:TEX) valued at $2,939,948 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 35,537 shares of Terex Corporation. This represents a change in shares of 39.98% 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)
2026-05-06 2026-03-31 13F TEREX CORP COM 880779103 49,745 14,208 39.98 2,940 55.01 0.0008
2026-02-11 2025-12-31 13F TEREX CORP COM 880779103 35,537 609 1.74 1,897 5.86 0.0005
2025-11-12 2025-09-30 13F TEREX CORP COM 880779103 34,928 2,527 7.80 1,792 18.45 0.0005
2025-08-12 2025-06-30 13F TEREX CORP COM 880779103 32,401 1,234 3.96 1,513 28.46 0.0005
2025-05-07 2025-03-31 13F TEREX CORP COM 880779103 31,167 -385 -1.22 1,178 -19.27 0.0005
2025-02-11 2024-12-31 13F TEREX CORP COM 880779103 31,552 -50,943 -61.75 1,458 -66.59 0.0006
2024-11-08 2024-09-30 13F TEREX CORP COM 880779103 82,495 -9,450 -10.28 4,365 -13.45 0.0019
2024-08-07 2024-06-30 13F TEREX CORP COM 880779103 91,945 19,583 27.06 5,042 8.20 0.0025
2024-05-10 2024-03-31 13F TEREX CORP COM 880779103 72,362 28,191 63.82 4,660 83.61 0.0025
2024-02-14 2023-12-31 13F TEREX CORP COM 880779103 44,171 954 2.21 2,538 1.93 0.0015
2023-11-13 2023-09-30 13F TEREX CORP COM 880779103 43,217 2,655 6.55 2,490 2.64 0.0017
2023-07-31 2023-06-30 13F TEREX CORP COM 880779103 40,562 -289 -0.71 2,427 22.77 0.0017
2023-05-10 2023-03-31 13F TEREX CORP COM 880779103 40,851 16,919 70.70 1,976 93.35 0.0015
2023-02-07 2022-12-31 13F TEREX CORP COM 880779103 23,932 2,754 13.00 1,022 62.22 0.0009
2022-11-14 2022-09-30 13F TEREX CORP COM 880779103 21,178 6,681 46.09 630 58.69 0.0006
2022-08-12 2022-06-30 13F TEREX CORP COM 880779103 14,497 -144 -0.98 397 -23.95 0.0004
2022-05-16 2022-03-31 13F TEREX CORP COM 880779103 14,641 -93 -0.63 522 -19.44 0.0004
2022-02-14 2021-12-31 13F TEREX CORP COM 880779103 14,734 3,127 26.94 648 32.52 0.0005
2021-11-15 2021-09-30 13F TEREX CORP COM 880779103 11,607 11,607 489 0.0005
2020-05-14 2020-03-31 13F TEREX CORP COM 880779103 0 -32,770 -100.00 0 -100.00
2020-02-14 2019-12-31 13F TEREX CORP COM 880779103 32,770 15,073 85.17 976 112.17 0.0018
2019-11-13 2019-09-30 13F TEREX CORP COM 880779103 17,697 9,476 115.27 460 78.29 0.0009
2019-08-09 2019-06-30 13F TEREX CORP COM 880779103 8,221 8,221 258 0.0006
2018-05-15 2018-03-31 13F TEREX CORP COM 880779103 0 -4,382 -100.00 0 -100.00
2018-02-14 2017-12-31 13F TEREX CORP COM 880779103 4,382 4,382 211 0.0006
2016-08-15 2016-06-30 13F TEREX COM 880779103 0 -12,352 -100.00 0 -100.00
2016-05-16 2016-03-31 13F TEREX COM 880779103 12,352 -500 -3.89 285 23.38 0.0008
2016-02-12 2015-12-31 13F TEREX COM 880779103 12,852 12,852 0.00 231 0.0006
2015-11-13 2015-09-30 13F TEREX COM 880779103 0 -9,136 -100.00 0 -100.00
2015-08-14 2015-06-30 13F TEREX COM 880779103 9,136 708 8.40 208 -5.88 0.0011
2015-05-14 2015-03-31 13F TEREX COM 880779103 8,428 -11,608 -57.94 221 -60.47 0.0011
2015-02-13 2014-12-31 13F TEREX COM 880779103 20,036 752 3.90 559 -7.30 0.0031
2014-11-10 2014-09-30 13F TEREX COM 880779103 19,284 7,264 60.43 603 22.06 0.0036
2014-08-05 2014-06-30 13F/A-1 TEREX COM 880779103 12,020 -2,689 -18.28 494 -24.23 0.0029
2014-08-05 2014-06-30 13F TEREX COM 880779103 12,020 1,693
2014-05-12 2014-03-31 13F TEREX COM 880779103 14,709 -3,368 -18.63 652 -14.10 0.0040
2014-02-13 2013-12-31 13F TEREX COM 880779103 18,077 676 3.88 759 27.14 0.0047
2013-11-04 2013-09-30 13F TEREX COM 880779103 17,401 518 3.07 597 34.46 0.0040
2013-08-15 2013-06-30 13F TEREX COM 880779103 16,883 16,883 444 0.0032
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.