Terex Corporation
MX ˙ BMV ˙ US8807791038
SecurityMX:TEX / Terex Corporation
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership58,187 shares
Latest Disclosed Value $ 3,438,876
Envestnet Asset Management Inc reports 216.61% increase in ownership of TEX / Terex Corporation

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 58,187 shares of Terex Corporation (MX:TEX) valued at $3,438,876 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 18,378 shares of Terex Corporation. This represents a change in shares of 216.61% 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)
2026-05-04 2026-03-31 13F TEREX CORP COM 880779103 58,187 39,809 216.61 3,439 250.46 0.0009
2026-02-10 2025-12-31 13F TEREX CORP COM 880779103 18,378 -6,979 -27.52 981 -24.54 0.0003
2025-11-05 2025-09-30 13F TEREX CORP COM 880779103 25,357 2,761 12.22 1,301 23.22 0.0004
2025-08-01 2025-06-30 13F TEREX CORP COM 880779103 22,596 -1,193 -5.01 1,055 17.48 0.0003
2025-04-29 2025-03-31 13F TEREX CORP COM 880779103 23,789 -12,882 -35.13 899 -46.99 0.0003
2025-02-13 2024-12-31 13F TEREX CORP COM 880779103 36,671 237 0.65 1,695 -12.09 0.0005
2024-11-07 2024-09-30 13F TEREX CORP COM 880779103 36,434 -63,974 -63.71 1,928 -65.00 0.0006
2024-08-08 2024-06-30 13F TEREX CORP COM 880779103 100,408 9,530 10.49 5,506 -5.91 0.0019
2024-05-13 2024-03-31 13F TEREX CORP COM 880779103 90,878 6,693 7.95 5,853 20.98 0.0022
2024-02-13 2023-12-31 13F TEREX CORP COM 880779103 84,185 -8,670 -9.34 4,837 -9.59 0.0020
2023-11-13 2023-09-30 13F TEREX CORP COM 880779103 92,855 27,074 41.16 5,350 35.96 0.0024
2023-08-04 2023-06-30 13F TEREX CORP COM 880779103 65,781 -273,048 -80.59 3,936 31.78 0.0017
2023-05-11 2023-03-31 13F TEREX CORP COM 880779103 338,829 318,846 1,595.59 2,986 250.06 0.0014
2023-02-07 2022-12-31 13F TEREX CORP COM 880779103 19,983 3,996 25.00 854 79.58 0.0004
2022-11-10 2022-09-30 13F TEREX CORP COM 880779103 15,987 1,997 14.27 475 24.02 0.0003
2022-08-03 2022-06-30 13F TEREX CORP COM 880779103 13,990 151 1.09 383 -22.31 0.0002
2022-05-04 2022-03-31 13F TEREX CORP COM 880779103 13,839 -731 -5.02 493 -22.97 0.0002
2022-02-04 2021-12-31 13F TEREX CORP COM 880779103 14,570 3,399 30.43 640 36.17 0.0003
2021-10-07 2021-09-30 13F TEREX CORP COM 880779103 11,171 4,160 59.34 470 40.72 0.0003
2021-08-04 2021-06-30 13F TEREX CORP COM 880779103 7,011 -1,686 -19.39 334 -16.71 0.0002
2021-05-04 2021-03-31 13F TEREX CORP COM 880779103 8,697 -2,336 -21.17 401 4.16 0.0003
2021-02-02 2020-12-31 13F TEREX CORP COM 880779103 11,033 -568 -4.90 385 71.11 0.0003
2020-10-09 2020-09-30 13F TEREX CORP COM 880779103 11,601 11,601 225 0.0002
2020-07-08 2020-06-30 13F TEREX CORP COM 880779103 0 -18,794 -100.00 0 -100.00
2020-04-23 2020-03-31 13F TEREX CORP COM 880779103 18,794 620 3.41 270 -50.09 0.0003
2020-02-11 2019-12-31 13F TEREX CORP COM 880779103 18,174 6,473 55.32 541 77.96 0.0006
2019-10-17 2019-09-30 13F TEREX CORP COM 880779103 11,701 -13,282 -53.16 304 -61.22 0.0003
2019-08-02 2019-06-30 13F TEREX CORP COM 880779103 24,983 1,565 6.68 784 4.26 0.0010
2019-05-10 2019-03-31 13F TEREX CORP COM 880779103 23,418 6,370 37.37 752 60.00 0.0010
2019-02-12 2018-12-31 13F TEREX CORP COM 880779103 17,048 17,048 470 0.0007
2018-11-14 2018-09-30 13F TEREX CORP COM 880779103 0 -3,331 -100.00 0 -100.00
2018-08-10 2018-06-30 13F TEREX CORP COM 880779103 3,331 132 4.13 141 17.50 0.0003
2018-05-09 2018-03-31 13F TEREX CORP COM 880779103 3,199 701 28.06 120 -0.83 0.0003
2018-02-20 2017-12-31 13F TEREX CORP COM 880779103 2,498 -96 -3.70 121 3.42 0.0003
2017-11-13 2017-09-30 13F TEREX CORP COM 880779103 2,594 -73 -2.74 117 17.00 0.0003
2017-08-14 2017-06-30 13F TEREX CORP COM 880779103 2,667 -673 -20.15 100 -3.85 0.0003
2017-05-09 2017-03-31 13F TEREX CORP COM 880779103 3,340 -3,345 -50.04 104 -50.94 0.0003
2017-02-14 2016-12-31 13F TEREX CORP COM 880779103 6,685 1,111 19.93 212 49.30 0.0008
2016-11-14 2016-09-30 13F TEREX CORP COM 880779103 5,574 395 7.63 142 35.24 0.0005
2016-08-15 2016-06-30 13F TEREX CORP COM 880779103 5,179 -241 -4.45 105 -22.22 0.0004
2016-05-16 2016-03-31 13F TEREX CORP COM 880779103 5,420 -4,140 -43.31 135 -23.73 0.0006
2016-02-16 2015-12-31 13F TEREX CORP COM 880779103 9,560 -1,364 -12.49 177 -9.69 0.0008
2015-11-13 2015-09-30 13F TEREX CORP COM 880779103 10,924 558 5.38 196 -18.67 0.0010
2015-08-13 2015-06-30 13F TEREX CORP COM 880779103 10,366 173 1.70 241 -11.07 0.0011
2015-05-15 2015-03-31 13F TEREX CORP COM 880779103 10,193 9,807 2,540.67 271 2,363.64 0.0014
2015-02-12 2014-12-31 13F Terex COM 880779103 386 23 6.34 11 -8.33 0.0001
2014-11-13 2014-09-30 13F Terex COM 880779103 363 -324 -47.16 12 -57.14 0.0001
2014-08-14 2014-06-30 13F * TEREX CORP COM 880779103 687 166 31.86 28 21.74 0.0003
2014-05-12 2014-03-31 13F Terex COM 880779103 521 131 33.59 23 43.75 0.0003
2014-02-12 2013-12-31 13F Terex COM 880779103 390 263 207.09 16 300.00 0.0002
2013-11-12 2013-09-30 13F Terex COM 880779103 127 -349 -73.32 4 -69.23 0.0000
2013-08-09 2013-06-30 13F Terex COM 880779103 476 476 13 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.