Emerson Electric Co.
MX ˙ BMV ˙ US2910111044
SecurityMX:EMR / Emerson Electric Co.
InstitutionFiduciary Group LLC
Latest Disclosed Ownership8,559 shares
Latest Disclosed Value $ 1,121,400
Fiduciary Group LLC reports 1.01% decrease in ownership of EMR / Emerson Electric Co.

On May 11, 2026 - Fiduciary Group LLC filed a 13F-HR form disclosing ownership of 8,559 shares of Emerson Electric Co. (MX:EMR) valued at $1,121,400 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 8,646 shares of Emerson Electric Co.. This represents a change in shares of -1.01% 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)
2026-05-11 2026-03-31 13F EMERSON ELEC COM 291011104 8,559 -87 -1.01 1,121 -2.27 0.0958
2026-02-12 2025-12-31 13F EMERSON ELEC COM 291011104 8,646 200 2.37 1,147 3.61 0.0964
2025-11-12 2025-09-30 13F EMERSON ELEC COM 291011104 8,446 -482 -5.40 1,108 -6.97 0.0973
2025-08-13 2025-06-30 13F EMERSON ELEC COM 291011104 8,928 -50 -0.56 1,190 20.93 0.1120
2025-04-28 2025-03-31 13F EMERSON ELEC COM 291011104 8,978 -22 -0.24 984 -11.75 0.0986
2025-02-11 2024-12-31 13F EMERSON ELEC COM 291011104 9,000 38 0.42 1,115 13.78 0.1119
2024-11-13 2024-09-30 13F EMERSON ELEC COM 291011104 8,962 0 0.00 980 -0.71 0.0993
2024-08-08 2024-06-30 13F EMERSON ELEC COM 291011104 8,962 -50 -0.55 987 -3.42 0.1062
2024-05-13 2024-03-31 13F EMERSON ELEC COM 291011104 9,012 85 0.95 1,022 17.74 0.1114
2024-02-05 2023-12-31 13F EMERSON ELEC COM 291011104 8,927 -226 -2.47 869 -1.70 0.1018
2023-11-13 2023-09-30 13F/A-1 EMERSON ELEC COM 291011104 9,153 0 0.00 884 6.77 0.1128
2023-11-13 2023-09-30 13F EMERSON ELEC COM 291011104 9,153 0 884 0.1128
2023-07-27 2023-06-30 13F EMERSON ELEC COM 291011104 9,153 -230 -2.45 827 1.22 0.1016
2023-05-15 2023-03-31 13F/A-1 EMERSON ELEC COM 291011104 9,383 -47 -0.50 818 -9.72 0.1063
2023-05-15 2023-03-31 13F EMERSON ELEC COM 291011104 9,283 -147 766 0.0984
2023-02-07 2022-12-31 13F EMERSON ELEC COM 291011104 9,430 100 1.07 906 3.19 0.1207
2022-11-14 2022-09-30 13F EMERSON ELEC COM 291011104 9,330 62 0.67 877 8.14 0.1136
2022-08-12 2022-06-30 13F EMERSON ELEC COM 291011104 9,268 501 5.71 811 11.25 0.1013
2022-05-13 2022-03-31 13F EMERSON ELEC COM 291011104 8,767 71 0.82 729 -9.78 0.0962
2022-02-14 2021-12-31 13F EMERSON ELEC COM 291011104 8,696 0 0.00 808 -4.27 0.0899
2021-10-27 2021-09-30 13F EMERSON ELEC COM 291011104 8,696 -48 -0.55 844 -3.65 0.0958
2021-08-05 2021-06-30 13F EMERSON ELEC COM 291011104 8,744 0 0.00 876 10.75 0.1014
2021-05-03 2021-03-31 13F EMERSON ELEC COM 291011104 8,744 0 0.00 791 6.17 0.0962
2021-02-12 2020-12-31 13F EMERSON ELEC COM 291011104 8,744 -92 -1.04 745 28.67 0.0983
2020-11-12 2020-09-30 13F EMERSON ELEC COM 291011104 8,836 -2,071 -18.99 579 -14.48 0.0875
2020-08-14 2020-06-30 13F EMERSON ELEC COM 291011104 10,907 270 2.54 677 33.53 0.1130
2020-05-11 2020-03-31 13F EMERSON ELEC COM 291011104 10,637 662 6.64 507 -33.38 0.0995
2020-02-14 2019-12-31 13F EMERSON ELEC COM 291011104 9,975 0 0.00 761 14.09 0.1214
2019-11-13 2019-09-30 13F EMERSON ELEC COM 291011104 9,975 -1,302 -11.55 667 -11.30 0.1167
2019-08-05 2019-06-30 13F EMERSON ELEC COM 291011104 11,277 -631 -5.30 752 -7.73 0.1351
2019-05-08 2019-03-31 13F EMERSON ELEC COM 291011104 11,908 825 7.44 815 23.11 0.1517
2019-02-13 2018-12-31 13F EMERSON ELEC COM 291011104 11,083 730 7.05 662 -16.52 0.1369
2018-10-18 2018-09-30 13F EMERSON ELEC COM 291011104 10,353 -181 -1.72 793 8.93 0.1554
2018-08-02 2018-06-30 13F EMERSON ELEC COM 291011104 10,534 -200 -1.86 728 -0.68 0.1539
2018-05-14 2018-03-31 13F EMERSON ELEC COM 291011104 10,734 16 0.15 733 -1.87 0.1589
2018-02-02 2017-12-31 13F EMERSON ELEC COM 291011104 10,718 -25 -0.23 747 10.67 0.1595
2017-11-13 2017-09-30 13F EMERSON ELEC COM 291011104 10,743 762 7.63 675 13.45 0.1519
2017-08-11 2017-06-30 13F EMERSON ELEC COM 291011104 9,981 0 0.00 595 -0.34 0.1373
2017-05-12 2017-03-31 13F EMERSON ELEC COM 291011104 9,981 -100 -0.99 597 6.23 0.1415
2017-02-13 2016-12-31 13F EMERSON ELEC COM 291011104 10,081 -800 -7.35 562 -5.23 0.1453
2016-10-25 2016-09-30 13F EMERSON ELEC COM 291011104 10,881 0 0.00 593 4.40 0.1607
2016-08-10 2016-06-30 13F EMERSON ELEC COM 291011104 10,881 -61 -0.56 568 -4.54 0.1577
2016-05-13 2016-03-31 13F EMERSON ELEC COM 291011104 10,942 510 4.89 595 19.24 0.1723
2016-02-12 2015-12-31 13F EMERSON ELEC COM 291011104 10,432 -4,613 -30.66 499 -24.96 0.1487
2015-11-12 2015-09-30 13F EMERSON ELEC COM 291011104 15,045 -580 -3.71 665 -23.21 0.2212
2015-07-30 2015-06-30 13F EMERSON ELEC COM 291011104 15,625 15,625 866 0.2725
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.