Emerson Electric Co.
MX ˙ BMV ˙ US2910111044
SecurityMX:EMR / Emerson Electric Co.
InstitutionLaffer Investments
Latest Disclosed Ownership67,093 shares
Latest Disclosed Value $ 8,790,525
Laffer Investments reports 3.49% increase in ownership of EMR / Emerson Electric Co.

On May 13, 2026 - Laffer Investments filed a 13F-HR form disclosing ownership of 67,093 shares of Emerson Electric Co. (MX:EMR) valued at $8,790,525 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 64,833 shares of Emerson Electric Co.. This represents a change in shares of 3.49% 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)
2026-05-13 2026-03-31 13F EMERSON ELEC COM 291011104 67,093 2,260 3.49 8,791 2.16 1.2980
2026-02-12 2025-12-31 13F EMERSON ELEC COM 291011104 64,833 2,822 4.55 8,605 5.78 1.3077
2025-11-12 2025-09-30 13F EMERSON ELEC COM 291011104 62,011 9,708 18.56 8,135 16.65 1.2882
2025-08-07 2025-06-30 13F EMERSON ELEC COM 291011104 52,303 -26,473 -33.61 6,974 -19.27 1.2428
2025-05-14 2025-03-31 13F EMERSON ELEC COM 291011104 78,776 -2,931 -3.59 8,637 -14.70 1.8390
2025-02-06 2024-12-31 13F EMERSON ELEC COM 291011104 81,707 15,029 22.54 10,126 38.85 1.9910
2024-11-04 2024-09-30 13F EMERSON ELEC COM 291011104 66,678 4,618 7.44 7,293 6.67 1.4768
2024-08-14 2024-06-30 13F EMERSON ELECTRIC COMMON STOCKS 291011104 62,060 15,316 32.77 6,837 28.96 1.4735
2024-05-15 2024-03-31 13F EMERSON ELECTRIC COMMON STOCKS 291011104 46,744 7,672 19.64 5,302 39.43 1.3687
2024-02-08 2023-12-31 13F EMERSON ELECTRIC COMMON STOCKS 291011104 39,072 3,480 9.78 3,803 10.62 1.0109
2023-11-14 2023-09-30 13F EMERSON ELECTRIC COMMON STOCKS 291011104 35,592 33,023 1,285.44 3,437 1,381.47 1.0106
2023-08-14 2023-06-30 13F EMERSON ELECTRIC COMMON STOCKS 291011104 2,569 0 0.00 232 4.04 0.0616
2023-05-09 2023-03-31 13F EMERSON ELECTRIC COMMON STOCKS 291011104 2,569 0 0.00 224 -9.35 0.0606
2023-02-10 2022-12-31 13F EMERSON ELECTRIC COMMON STOCKS 291011104 2,569 -10 -0.39 247 30.85 0.0710
2022-11-10 2022-09-30 13F emerson electric COMMON STOCKS 291011104 2,579 0 0.00 189 -8.29 0.0694
2022-08-15 2022-06-30 13F emerson electric COMMON STOCKS 291011104 2,579 0 0.00 205 -18.65 0.0720
2022-05-13 2022-03-31 13F emerson electric COMMON STOCKS 291011104 2,579 0 0.00 253 5.44 0.0762
2022-02-11 2021-12-31 13F emerson electric COMMON STOCKS 291011104 2,579 10 0.39 240 -0.83 0.0692
2021-11-16 2021-09-30 13F emerson electric COMMON STOCKS 291011104 2,569 2,569 242 0.0700
2021-08-16 2021-06-30 13F EMERSON ELECTRIC COMMON STOCKS 291011104 0 -2,569 -100.00 0 -100.00
2021-05-17 2021-03-31 13F EMERSON ELECTRIC COMMON STOCKS 291011104 2,569 0 0.00 232 12.68 0.0877
2021-06-11 2020-12-31 13F/A-1 EMERSON ELECTRIC COMMON STOCKS 291011104 2,569 0 0.00 205 22.02 0.0865
2021-06-11 2020-09-30 13F/A-1 EMERSON ELECTRIC COMMON STOCKS 291011104 2,569 0 0.00 168 5.66 0.0842
2020-11-13 2020-09-30 13F EMERSON ELECTRIC COMMON STOCKS 291011104 2,569 0 168 0.0822
2021-06-11 2020-06-30 13F/A-1 EMERSON ELECTRIC COMMON STOCKS 291011104 2,569 1,834 249.52 159 211.76 0.0916
2014-02-18 2013-12-31 13F Emerson Electric COMMON STOCKS 291011104 735 -1,834 -71.39 52 -99.28 0.0085
2013-11-14 2013-09-30 13F Emerson Elec COMMON STOCKS 291011104 7,114 23.72 1.3380
2013-08-15 2013-06-30 13F Emerson Elec COMMON STOCKS 291011104 105,439 105,439 5,751 1.1266
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.