Emerson Electric Co.
US ˙ NYSE ˙ US2910111044

SecurityEMR / Emerson Electric Co.
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership15,673 shares
Latest Disclosed Value $ 2,053,522
Ritholtz Wealth Management reports 4.54% increase in ownership of EMR / Emerson Electric Co.

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 15,673 shares of Emerson Electric Co. (US:EMR) valued at $2,053,476 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 14,993 shares of Emerson Electric Co.. This represents a change in shares of 4.54% during the quarter. The current value of the position is $2,164,755 USD.

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)
2026-04-20 2026-03-31 13F EMERSON ELEC COM 291011104 15,673 680 4.54 2,054 3.22 0.0356
2026-01-23 2025-12-31 13F EMERSON ELEC COM 291011104 14,993 1,224 8.89 1,990 10.13 0.0363
2025-10-28 2025-09-30 13F EMERSON ELEC COM 291011104 13,769 673 5.14 1,806 3.44 0.0351
2025-07-28 2025-06-30 13F EMERSON ELEC COM 291011104 13,096 562 4.48 1,746 27.07 0.0386
2025-04-17 2025-03-31 13F EMERSON ELEC COM 291011104 12,534 837 7.16 1,374 -5.18 0.0411
2025-01-15 2024-12-31 13F EMERSON ELEC COM 291011104 11,697 -131 -1.11 1,450 12.06 0.0426
2024-10-10 2024-09-30 13F EMERSON ELEC COM 291011104 11,828 825 7.50 1,294 6.68 0.0390
2024-08-01 2024-06-30 13F EMERSON ELEC COM 291011104 11,003 888 8.78 1,212 5.67 0.0400
2024-04-24 2024-03-31 13F EMERSON ELEC COM 291011104 10,115 283 2.88 1,147 19.98 0.0396
2024-01-18 2023-12-31 13F EMERSON ELEC COM 291011104 9,832 -67 -0.68 957 0.10 0.0371
2023-10-13 2023-09-30 13F EMERSON ELEC COM 291011104 9,899 -117 -1.17 956 5.52 0.0429
2023-07-17 2023-06-30 13F EMERSON ELEC COM 291011104 10,016 -4,347 -30.27 905 -27.66 0.0407
2023-04-20 2023-03-31 13F EMERSON ELEC COM 291011104 14,363 1,776 14.11 1,252 3.47 0.0624
2023-01-19 2022-12-31 13F EMERSON ELEC COM 291011104 12,587 7,293 137.76 1,209 211.60 0.0675
2022-10-19 2022-09-30 13F EMERSON ELEC COM 291011104 5,294 1,708 47.63 388 36.14 0.0206
2022-07-15 2022-06-30 13F EMERSON ELEC COM 291011104 3,586 162 4.73 285 -15.18 0.0180
2022-04-14 2022-03-31 13F EMERSON ELEC COM 291011104 3,424 -244 -6.65 336 -1.47 0.0227
2022-01-18 2021-12-31 13F EMERSON ELEC COM 291011104 3,668 -237 -6.07 341 -7.34 0.0212
2021-10-14 2021-09-30 13F EMERSON ELEC COM 291011104 3,905 80 2.09 368 0.00 0.0255
2021-07-20 2021-06-30 13F EMERSON ELEC COM 291011104 3,825 1,081 39.40 368 48.39 0.0265
2021-05-12 2021-03-31 13F EMERSON ELEC COM 291011104 2,744 2,744 248 0.0206
2020-04-09 2020-03-31 13F EMERSON ELEC COM 291011104 0 -5,455 -100.00 0 -100.00
2020-01-17 2019-12-31 13F EMERSON ELEC COM 291011104 5,455 -9 -0.16 416 13.97 0.0607
2019-10-17 2019-09-30 13F EMERSON ELEC COM 291011104 5,464 171 3.23 365 3.40 0.0593
2019-07-15 2019-06-30 13F EMERSON ELEC COM 291011104 5,293 0 0.00 353 -2.49 0.0603
2019-04-12 2019-03-31 13F EMERSON ELEC COM 291011104 5,293 0 0.00 362 14.56 0.0663
2019-01-18 2018-12-31 13F EMERSON ELEC COM 291011104 5,293 0 0.00 316 -21.98 0.0716
2018-10-12 2018-09-30 13F EMERSON ELEC COM 291011104 5,293 -51 -0.95 405 9.76 0.1026
2018-07-12 2018-06-30 13F EMERSON ELEC COM 291011104 5,344 51 0.96 369 1.93 0.1003
2018-04-17 2018-03-31 13F EMERSON ELEC COM 291011104 5,293 1,291 32.26 362 29.75 0.1034
2018-01-23 2017-12-31 13F EMERSON ELEC COM 291011104 4,002 4,002 279 0.0827
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.