Emerson Electric Co. (EMR) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
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Institutional ownership decreased this quarter (-4.80 pp), representing a broadly distributed shareholder base.
Institutional Ownership69.7%$55.8B total value · ▼ 4.80 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score35 / 100Bearish
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow2,150 holders-7 net flow (+191 / -198)
AI Insights & Key Takeaways
- Negative Institutional Flow (-7)
- Fisher Asset Management, Llc maintains a significant position
- Top 10 holders control 44.8% of institutional value
- No Insider Signal
Top Institutional Holders of EMR
Ranked by reported Q1 2026 13F market value
Top 10 Holders
44.8%
Top 25 Holders
63.4%
Share of total reported institutional value in EMR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 41.8M | $5.48B | +2.9% | 7.465% | 0.10% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 36.5M | $4.79B | — | 6.521% | 0.12% |
| 3 | STATE STREET CORP | 27.3M | $3.57B | -0.8% | 4.870% | 0.12% |
| 4 | BANK OF AMERICA CORP /DE/ | 19.9M | $2.61B | +13.1% | 3.560% | 0.19% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 13.1M | $1.72B | — | 2.338% | 0.09% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 12.5M | $1.64B | +1.8% | 2.240% | 0.10% |
| 7 | MORGAN STANLEY | 11.7M | $1.53B | -1.3% | 2.080% | 0.09% |
| 8 | WELLS FARGO & COMPANY/MN | 10.0M | $1.31B | -8.1% | 1.779% | 0.28% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 9.6M | $1.26B | -25.9% | 1.717% | 0.24% |
| 10 | Fisher Asset Management, LLC | 8.5M | $1.11B | +17.9% | 1.514% | 0.38% |
| 11 | Invesco Ltd. | 8.3M | $1.09B | +6.3% | 1.490% | 0.17% |
| 12 | UBS Group AG | 6.6M | $863.8M | +4.1% | 1.177% | 0.13% |
| 13 | Bank of New York Mellon Corp | 6.3M | $827.5M | +1.9% | 1.128% | 0.15% |
| 14 | NORTHERN TRUST CORP | 6.3M | $821.6M | -2.6% | 1.120% | 0.11% |
| 15 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 5.8M | $765.0M | 0.0% | 1.042% | 0.60% |
| 16 | NORDEA INVESTMENT MANAGEMENT AB | 6.0M | $758.4M | -3.3% | 1.067% | 0.71% |
| 17 | SCHRODER INVESTMENT MANAGEMENT GROUP | 5.8M | $755.0M | -22.8% | 1.029% | 0.62% |
| 18 | AMERIPRISE FINANCIAL INC | 5.0M | $652.7M | +59.0% | 0.889% | 0.15% |
| 19 | GOLDMAN SACHS GROUP INC | 4.5M | $594.0M | +10.9% | 0.809% | 0.07% |
| 20 | UBS ASSET MANAGEMENT AMERICAS INC | 4.4M | $579.9M | +9.8% | 0.790% | 0.12% |
| 21 | Newport Trust Co | 4.4M | $571.3M | -2.8% | 0.778% | 1.40% |
| 22 | Legal & General Group Plc | 4.2M | $545.7M | +1.2% | 0.744% | 0.13% |
| 23 | FMR LLC | 4.1M | $541.1M | +1.2% | 0.737% | 0.03% |
| 24 | DIMENSIONAL FUND ADVISORS LP | 4.0M | $525.8M | +4.1% | 0.717% | 0.11% |
| 25 | Nuveen, LLC | 3.7M | $488.7M | -34.5% | 0.666% | 0.13% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in EMR — a direct measure of their conviction.
Quarterly Institutional Activity
Filings activity in EMR during Q1 2026, grouped by how each filer changed its position.
- VANGUARD CAPITAL MANAGEMENT LLC$4.79B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.72B
- VANGUARD FIDUCIARY TRUST CO$414.5M
- US BANCORP \DE\$254.2M
- HSBC HOLDINGS PLC$209.0M
- Vanguard Global Advisers, LLC$161.0M
- VANGUARD ASSET MANAGEMENT, Ltd$138.8M
- D. E. Shaw & Co., Inc.$92.0M
- CIBC Bancorp USA Inc.$38.8M
- Vanguard Investments Australia, Ltd.$34.3M
- TUDOR INVESTMENT CORP ET AL$30.2M
- Y-Intercept (Hong Kong) Ltd$28.7M
EMR Institutional Ownership by Quarter
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,150 | 0.3% | 69.66% | 4.80 pp | $55.82B | 6.4% |
| Q4 2025 | 2,157 | +5.3% | 74.46% | +2.34 pp | $59.66B | +3.2% |
| Q3 2025 | 2,048 | 2.1% | 72.12% | 1.98 pp | $57.79B | 2.7% |
| Q2 2025 | 2,091 | +4.3% | 74.10% | +15.46 pp | $59.38B | +26% |
| Q1 2025 | 2,004 | 1.7% | 58.64% | 7.26 pp | $46.99B | 11% |
| Q4 2024 | 2,038 | +7.9% | 65.90% | 0.80 pp | $52.81B | 1.2% |
| Q3 2024 | 1,888 | +0.1% | 66.70% | +0.14 pp | $53.45B | +0.2% |
| Q2 2024 | 1,887 | — | 66.56% | — | $53.34B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
EMR — Frequently Asked Questions
Quick answers to the most common questions about buying EMR stock.
What percentage of EMR is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of Emerson Electric Co. stands at 69.7%, held across 2,150 reporting institutions.
Who is the largest institutional holder of EMR?
BlackRock, Inc. is the largest reported institutional holder of EMR, with approximately 41,811,242 shares worth $5.48B as of Q1 2026.
Is EMR a hedge fund favorite?
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of EMR, including Fisher Asset Management, LLC.
What is EMR's Smart Money Score?
Our composite Smart Money Score for EMR is 35 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
How many institutions bought EMR this quarter?
191 institutions opened new positions in EMR during Q1 2026, while 198 fully exited. 564 added to existing positions and 1,386 trimmed.
How is institutional ownership of EMR changing?
EMR institutional ownership fell by 4.80 percentage points quarter-over-quarter, with a net change of -7 holders.
How concentrated is EMR ownership among the top holders?
The top 10 institutions account for 44.8% of all reported 13F value in EMR, and the top 25 account for 63.4%.
Where does this EMR institutional ownership data come from?
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.