에머슨 일렉트릭(주)
MX ˙ BMV ˙ US2910111044
SecurityMX:EMR / Emerson Electric Co.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership29,900 shares
Latest Disclosed Value $ 3,917,498
Evercore Wealth Management, LLC reports 2.61% decrease in ownership of EMR / Emerson Electric Co.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 29,900 shares of Emerson Electric Co. (MX:EMR) valued at $3,917,498 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 30,701 shares of Emerson Electric Co.. This represents a change in shares of -2.61% 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)
2026-05-15 2026-03-31 13F EMERSON ELEC COM 291011104 29,900 -801 -2.61 3,917 -3.85 0.0332
2026-02-17 2025-12-31 13F EMERSON ELEC COM 291011104 30,701 -204 -0.66 4,075 0.49 0.0597
2025-11-14 2025-09-30 13F EMERSON ELEC COM 291011104 30,905 -15 -0.05 4,054 -1.65 0.0595
2025-08-14 2025-06-30 13F EMERSON ELEC COM 291011104 30,920 -4,715 -13.23 4,123 5.50 0.0641
2025-05-15 2025-03-31 13F EMERSON ELEC COM 291011104 35,635 -831 -2.28 3,907 -13.54 0.0628
2025-02-14 2024-12-31 13F EMERSON ELEC COM 291011104 36,466 0 0.00 4,519 13.31 0.0677
2024-11-14 2024-09-30 13F EMERSON ELEC COM 291011104 36,466 -263 -0.72 3,988 -1.43 0.0598
2024-08-14 2024-06-30 13F EMERSON ELEC COM 291011104 36,729 -182 -0.49 4,046 -3.34 0.0637
2024-05-15 2024-03-31 13F EMERSON ELEC COM 291011104 36,911 -209 -0.56 4,186 15.89 0.0656
2024-02-14 2023-12-31 13F EMERSON ELEC COM 291011104 37,120 -2,301 -5.84 3,613 -5.10 0.0606
2023-11-14 2023-09-30 13F EMERSON ELEC COM 291011104 39,421 -3,875 -8.95 3,807 -2.73 0.0713
2023-08-04 2023-06-30 13F EMERSON ELEC COM 291011104 43,296 488 1.14 3,914 4.91 0.0718
2023-05-15 2023-03-31 13F EMERSON ELEC COM 291011104 42,808 -1,455 -3.29 3,730 -12.26 0.0744
2023-02-14 2022-12-31 13F EMERSON ELEC COM 291011104 44,263 173 0.39 4,252 31.65 0.0891
2022-11-14 2022-09-30 13F EMERSON ELEC COM 291011104 44,090 89 0.20 3,229 -7.74 0.0728
2022-08-15 2022-06-30 13F EMERSON ELEC COM 291011104 44,001 56 0.13 3,500 -18.77 0.0738
2022-05-16 2022-03-31 13F EMERSON ELEC COM 291011104 43,945 -2,428 -5.24 4,309 -0.05 0.0762
2022-02-14 2021-12-31 13F EMERSON ELEC COM 291011104 46,373 -3,750 -7.48 4,311 -8.70 0.0701
2021-11-15 2021-09-30 13F EMERSON ELEC COM 291011104 50,123 0 0.00 4,722 -2.11 0.0855
2021-08-16 2021-06-30 13F EMERSON ELEC COM 291011104 50,123 -110 -0.22 4,824 6.44 0.0883
2021-05-17 2021-03-31 13F EMERSON ELEC COM 291011104 50,233 -1,610 -3.11 4,532 8.76 0.0898
2021-02-16 2020-12-31 13F EMERSON ELEC COM 291011104 51,843 420 0.82 4,167 23.58 0.0898
2020-11-16 2020-09-30 13F EMERSON ELEC COM 291011104 51,423 -1,460 -2.76 3,372 2.80 0.0825
2020-08-13 2020-06-30 13F EMERSON ELEC COM 291011104 52,883 1,866 3.66 3,280 34.92 0.0876
2020-05-14 2020-03-31 13F EMERSON ELEC COM 291011104 51,017 -1,789 -3.39 2,431 -39.63 0.0802
2020-02-13 2019-12-31 13F EMERSON ELEC COM 291011104 52,806 -878 -1.64 4,027 12.17 0.1085
2019-11-14 2019-09-30 13F EMERSON ELEC COM 291011104 53,684 2,954 5.82 3,590 6.06 0.1053
2019-08-13 2019-06-30 13F EMERSON ELEC COM 291011104 50,730 3,421 7.23 3,385 4.51 0.1028
2019-05-14 2019-03-31 13F EMERSON ELEC COM 291011104 47,309 -1,547 -3.17 3,239 10.96 0.1043
2019-02-13 2018-12-31 13F EMERSON ELEC COM 291011104 48,856 -74 -0.15 2,919 -22.10 0.1102
2018-11-13 2018-09-30 13F EMERSON ELEC COM 291011104 48,930 -2,246 -4.39 3,747 5.91 0.1198
2018-08-14 2018-06-30 13F EMERSON ELEC COM 291011104 51,176 -364 -0.71 3,538 0.51 0.1209
2018-05-14 2018-03-31 13F EMERSON ELEC COM 291011104 51,540 -275 -0.53 3,520 -2.52 0.1344
2018-02-13 2017-12-31 13F EMERSON ELEC COM 291011104 51,815 -800 -1.52 3,611 9.23 0.1343
2017-11-13 2017-09-30 13F EMERSON ELEC COM 291011104 52,615 -1,500 -2.77 3,306 2.45 0.1287
2017-08-11 2017-06-30 13F EMERSON ELEC COM 291011104 54,115 -5,850 -9.76 3,227 -10.11 0.1246
2017-05-12 2017-03-31 13F EMERSON ELEC COM 291011104 59,965 243 0.41 3,590 7.84 0.1405
2017-02-08 2016-12-31 13F EMERSON ELEC COM 291011104 59,722 -170 -0.28 3,329 1.99 0.1379
2016-11-10 2016-09-30 13F EMERSON ELEC COM 291011104 59,892 -2,210 -3.56 3,264 0.77 0.1350
2016-09-20 2016-06-30 13F/A-1 EMERSON ELEC COM 291011104 62,102 -3,283 -5.02 3,239 -8.91 0.1432
2016-08-01 2016-06-30 13F EMERSON ELEC COM 291011104 59,935 3,126
2016-05-02 2016-03-31 13F EMERSON ELEC COM 291011104 65,385 -3,193 -4.66 3,556 8.41 0.1571
2016-02-16 2015-12-31 13F EMERSON ELEC COM 291011104 68,578 -3,634 -5.03 3,280 2.82 0.1522
2015-11-16 2015-09-30 13F EMERSON ELEC COM 291011104 72,212 -10,834 -13.05 3,190 -30.71 0.1524
2015-08-06 2015-06-30 13F EMERSON ELEC COM 291011104 83,046 -4,936 -5.61 4,604 -7.53 0.2078
2015-05-06 2015-03-31 13F EMERSON ELEC COM 291011104 87,982 -12,891 -12.78 4,979 -20.07 0.2286
2015-02-13 2014-12-31 13F EMERSON ELEC COM 291011104 100,873 -7,226 -6.68 6,229 -7.87 0.3105
2014-11-13 2014-09-30 13F EMERSON ELEC COM 291011104 108,099 -1,439 -1.31 6,761 -7.01 0.3387
2014-08-14 2014-06-30 13F EMERSON ELEC COM 291011104 109,538 9,654 9.67 7,271 8.95 0.3749
2014-05-15 2014-03-31 13F EMERSON ELEC COM 291011104 99,884 -37,307 -27.19 6,674 -30.69 0.3742
2014-02-11 2013-12-31 13F EMERSON ELEC COM 291011104 137,191 -987 -0.71 9,629 7.72 0.5292
2013-11-13 2013-09-30 13F EMERSON ELEC COM 291011104 138,178 -1,416 -1.01 8,939 17.40 0.5120
2013-08-14 2013-06-30 13F EMERSON ELEC COM 291011104 139,594 139,594 7,614 0.4309
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.