에머슨 일렉트릭(주)
MX ˙ BMV ˙ US2910111044
SecurityMX:EMR / Emerson Electric Co.
Institution180 Wealth Advisors, Llc
Latest Disclosed Ownership29,377 shares
Latest Disclosed Value $ 3,849,021
180 Wealth Advisors, Llc reports 2.04% increase in ownership of EMR / Emerson Electric Co.

On May 1, 2026 - 180 Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 29,377 shares of Emerson Electric Co. (MX:EMR) valued at $3,849,021 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 28,789 shares of Emerson Electric Co.. This represents a change in shares of 2.04% 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)
2026-05-01 2026-03-31 13F EMERSON ELEC COM 291011104 29,377 588 2.04 3,849 0.76 0.4375
2026-01-09 2025-12-31 13F EMERSON ELEC COM 291011104 28,789 360 1.27 3,821 2.44 0.4350
2025-10-16 2025-09-30 13F EMERSON ELEC COM 291011104 28,429 238 0.84 3,729 -0.77 0.4544
2025-07-31 2025-06-30 13F EMERSON ELEC COM 291011104 28,191 524 1.89 3,759 23.90 0.5242
2025-04-09 2025-03-31 13F EMERSON ELEC COM 291011104 27,667 1,021 3.83 3,033 -8.15 0.4831
2025-01-14 2024-12-31 13F EMERSON ELEC COM 291011104 26,646 388 1.48 3,302 15.01 0.5173
2024-11-01 2024-09-30 13F EMERSON ELEC COM 291011104 26,258 676 2.64 2,872 -1.68 0.4520
2024-07-16 2024-06-30 13F EMERSON ELEC COM 291011104 25,582 22,210 658.66 2,920 664.40 0.4763
2024-04-16 2024-03-31 13F EMERSON ELEC COM 291011104 3,372 249 7.97 382 27.76 0.0687
2024-01-25 2023-12-31 13F EMERSON ELEC COM 291011104 3,123 35 1.13 299 0.34 0.0599
2023-11-01 2023-09-30 13F EMERSON ELEC COM 291011104 3,088 150 5.11 298 12.03 0.0671
2023-07-12 2023-06-30 13F EMERSON ELEC COM 291011104 2,938 31 1.07 267 5.14 0.0585
2023-04-07 2023-03-31 13F EMERSON ELEC COM 291011104 2,907 -3,043 -51.14 253 -53.06 0.0589
2023-02-02 2022-12-31 13F EMERSON ELEC COM 291011104 5,950 2,067 53.23 539 89.79 0.1268
2022-10-12 2022-09-30 13F EMERSON ELEC COM 291011104 3,883 -2,318 -37.38 284 -42.97 0.0782
2022-07-11 2022-06-30 13F EMERSON ELEC COM 291011104 6,201 -110 -1.74 498 -17.55 0.1272
2022-04-22 2022-03-31 13F EMERSON ELEC COM 291011104 6,311 35 0.56 604 3.25 0.1318
2022-01-26 2021-12-31 13F EMERSON ELEC COM 291011104 6,276 41 0.66 585 -2.01 0.1313
2021-10-28 2021-09-30 13F EMERSON ELEC COM 291011104 6,235 -327 -4.98 597 -11.69 0.1315
2021-08-13 2021-06-30 13F EMERSON ELEC COM 291011104 6,562 -408 -5.85 676 3.52 0.1546
2021-05-25 2021-03-31 13F EMERSON ELEC COM 291011104 6,970 -408 -5.53 653 6.01 0.1619
2021-01-27 2020-12-31 13F EMERSON ELEC COM 291011104 7,378 3,067 71.14 616 103.97 0.1777
2020-10-23 2020-09-30 13F EMERSON ELEC COM 291011104 4,311 -505 -10.49 302 -1.31 0.1132
2020-07-21 2020-06-30 13F EMERSON ELEC COM 291011104 4,816 139 2.97 306 37.22 0.1216
2020-04-09 2020-03-31 13F EMERSON ELEC COM 291011104 4,677 -2,737 -36.92 223 -60.74 0.1158
2020-01-17 2019-12-31 13F EMERSON ELEC COM 291011104 7,414 -1,352 -15.42 568 -3.40 0.2265
2019-10-22 2019-09-30 13F EMERSON ELEC COM 291011104 8,766 -2,921 -24.99 588 -19.78 0.2600
2019-08-05 2019-06-30 13F EMERSON ELEC COM 291011104 11,687 1,286 12.36 733 4.42 0.3299
2019-05-14 2019-03-31 13F EMERSON ELEC COM 291011104 10,401 -8,964 -46.29 702 -52.66 0.3185
2019-01-15 2018-12-31 13F EMERSON ELEC COM 291011104 19,365 -344 -1.75 1,483 -1.72 0.6922
2018-11-14 2018-09-30 13F EMERSON ELEC COM 291011104 19,709 -4,451 -18.42 1,509 -9.64 0.6976
2018-08-08 2018-06-30 13F EMERSON ELEC COM 291011104 24,160 -403 -1.64 1,670 -0.12 0.8274
2018-06-01 2018-03-31 13F EMERSON ELEC COM 291011104 24,563 4,480 22.31 1,672 19.43 0.8681
2018-02-13 2017-12-31 13F EMERSON ELEC COM 291011104 20,083 20,083 1,400 0.7127
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.