Emerson Electric Co.
US ˙ NYSE ˙ US2910111044

SecurityEMR / Emerson Electric Co.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership4,014,569 shares
Latest Disclosed Value $ 525,824,612
Dimensional Fund Advisors Lp reports 4.06% increase in ownership of EMR / Emerson Electric Co.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 4,014,569 shares of Emerson Electric Co. (US:EMR) valued at $525,988,830 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,857,999 shares of Emerson Electric Co.. This represents a change in shares of 4.06% during the quarter. The current value of the position is $565,572,481 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)
2026-05-07 2026-03-31 13F EMERSON ELEC COM 291011104 4,014,569 156,570 4.06 525,825 2.68 0.0235
2026-02-12 2025-12-31 13F EMERSON ELEC COM 291011104 3,857,999 191,117 5.21 512,104 6.48 0.1074
2025-11-12 2025-09-30 13F EMERSON ELEC COM 291011104 3,666,882 373,778 11.35 480,949 9.53 0.1032
2025-08-12 2025-06-30 13F EMERSON ELEC COM 291011104 3,293,104 427,063 14.90 439,087 39.76 0.1017
2025-05-13 2025-03-31 13F EMERSON ELEC COM 291011104 2,866,041 -13,629 -0.47 314,175 -11.97 0.0781
2025-02-13 2024-12-31 13F EMERSON ELEC COM 291011104 2,879,670 254,224 9.68 356,886 24.29 0.0857
2024-11-07 2024-09-30 13F EMERSON ELEC COM 291011104 2,625,446 266,650 11.30 287,136 10.52 0.0696
2024-08-09 2024-06-30 13F EMERSON ELEC COM 291011104 2,358,796 355,106 17.72 259,809 14.32 0.0679
2024-05-10 2024-03-31 13F EMERSON ELEC COM 291011104 2,003,690 27,120 1.37 227,259 18.13 0.0615
2024-02-07 2023-12-31 13F EMERSON ELEC COM 291011104 1,976,570 277,636 16.34 192,376 17.24 0.0562
2023-11-09 2023-09-30 13F EMERSON ELEC COM 291011104 1,698,934 108,495 6.82 164,086 14.15 0.0538
2023-08-09 2023-06-30 13F EMERSON ELEC COM 291011104 1,590,439 -42,420 -2.60 143,744 1.04 0.0458
2023-05-12 2023-03-31 13F EMERSON ELEC COM 291011104 1,632,859 -125,568 -7.14 142,258 84,577.38 0.0479
2023-02-09 2022-12-31 13F EMERSON ELEC COM 291011104 1,758,427 -704,826 -28.61 169 -99.91 0.0499
2022-11-10 2022-09-30 13F EMERSON ELEC COM 291011104 2,463,253 -129,420 -4.99 180,409 -12.52 0.0693
2022-08-12 2022-06-30 13F EMERSON ELEC COM 291011104 2,592,673 -28,674 -1.09 206,219 -19.78 0.0740
2022-05-13 2022-03-31 13F EMERSON ELEC COM 291011104 2,621,347 -24,406 -0.92 257,063 4.52 0.0792
2022-02-09 2021-12-31 13F EMERSON ELEC COM 291011104 2,645,753 -1,839 -0.07 245,951 -1.41 0.0744
2021-11-12 2021-09-30 13F EMERSON ELEC COM 291011104 2,647,592 -76,890 -2.82 249,478 -4.83 0.0804
2021-08-12 2021-06-30 13F EMERSON ELEC COM 291011104 2,724,482 10,504 0.39 262,134 7.04 0.0830
2021-05-14 2021-03-31 13F EMERSON ELEC COM 291011104 2,713,978 -37,861 -1.38 244,895 10.74 0.0810
2021-03-08 2020-12-31 13F/A-2 EMERSON ELEC COM 291011104 2,751,839 -77,629 -2.74 221,149 19.22 0.0799
2021-02-11 2020-12-31 13F EMERSON ELEC COM 291011104 2,751,839 -77,629 221,149 79,867.2641
2020-11-12 2020-09-30 13F EMERSON ELEC COM 291011104 2,829,468 217,635 8.33 185,494 14.52 0.0787
2020-08-13 2020-06-30 13F EMERSON ELEC COM 291011104 2,611,833 433,225 19.89 161,978 56.08 0.0712
2020-05-14 2020-03-31 13F EMERSON ELEC COM 291011104 2,178,608 77,022 3.66 103,778 -35.25 0.0541
2020-02-14 2019-12-31 13F EMERSON ELEC COM 291011104 2,101,586 6,814 0.33 160,272 14.44 0.0584
2019-11-12 2019-09-30 13F EMERSON ELEC COM 291011104 2,094,772 13,928 0.67 140,050 0.88 0.0544
2019-08-13 2019-06-30 13F EMERSON ELEC COM 291011104 2,080,844 33,094 1.62 138,827 -0.98 0.0539
2019-08-12 2019-03-31 13F/A-2 EMERSON ELEC COM 291011104 2,047,750 137,469 7.20 140,199 22.83 0.0558
2019-05-10 2019-03-31 13F EMERSON ELEC COM 291011104 2,047,750 137,469 140,199
2019-02-26 2018-12-31 13F/A-1 EMERSON ELEC COM 291011104 1,910,281 64,900 3.52 114,137 -19.24 0.0517
2019-02-13 2018-12-31 13F EMERSON ELEC COM 291011104 1,910,281 64,900 114,137
2018-11-13 2018-09-30 13F EMERSON ELEC COM 291011104 1,845,381 9,422 0.51 141,320 11.33 0.0538
2018-08-10 2018-06-30 13F EMERSON ELEC COM 291011104 1,835,959 7,593 0.42 126,934 1.65 0.0506
2018-05-11 2018-03-31 13F EMERSON ELEC COM 291011104 1,828,366 -5,040 -0.27 124,877 -2.27 0.0520
2018-02-12 2017-12-31 13F EMERSON ELEC COM 291011104 1,833,406 -16,429 -0.89 127,778 9.92 0.0530
2017-11-13 2017-09-30 13F EMERSON ELEC COM 291011104 1,849,835 -4,912 -0.26 116,244 5.14 0.0508
2017-08-11 2017-06-30 13F EMERSON ELEC COM 291011104 1,854,747 23,373 1.28 110,566 0.86 0.0510
2017-05-12 2017-03-31 13F EMERSON ELEC COM 291011104 1,831,374 1,068 0.06 109,621 7.42 0.0524
2017-02-09 2016-12-31 13F EMERSON ELEC COM 291011104 1,830,306 18,559 1.02 102,047 3.35 0.0510
2016-11-10 2016-09-30 13F EMERSON ELEC COM 291011104 1,811,747 -1,897 -0.10 98,739 4.40 0.0534
2016-08-09 2016-06-30 13F EMERSON ELEC COM 291011104 1,813,644 -11,216 -0.61 94,581 -4.69 0.0544
2016-05-13 2016-03-31 13F EMERSON ELEC COM 291011104 1,824,860 64,953 3.69 99,237 17.88 0.0594
2016-02-10 2015-12-31 13F EMERSON ELEC COM 291011104 1,759,907 115,398 7.02 84,185 15.90 0.0525
2015-11-13 2015-09-30 13F EMERSON ELEC COM 291011104 1,644,509 186,131 12.76 72,635 -10.15 0.0477
2015-08-14 2015-06-30 13F EMERSON ELEC COM 291011104 1,458,378 61,876 4.43 80,842 2.25 0.0495
2015-05-14 2015-03-31 13F EMERSON ELEC COM 291011104 1,396,502 30,167 2.21 79,066 -6.27 0.0499
2015-02-06 2014-12-31 13F EMERSON ELEC COM 291011104 1,366,335 247,566 22.13 84,352 20.48 0.0554
2014-11-13 2014-09-30 13F EMERSON ELEC COM 291011104 1,118,769 52,470 4.92 70,015 -1.06 0.0496
2014-08-08 2014-06-30 13F EMERSON ELEC COM 291011104 1,066,299 198,788 22.91 70,763 22.12 0.0492
2014-05-14 2014-03-31 13F EMERSON ELEC COM 291011104 867,511 95,007 12.30 57,946 6.88 0.0433
2014-02-12 2013-12-31 13F EMERSON ELEC COM 291011104 772,504 14,818 1.96 54,215 10.60 0.0422
2013-11-13 2013-09-30 13F EMERSON ELEC COM 291011104 757,686 9,953 1.33 49,019 20.17 0.0424
2013-08-15 2013-06-30 13F EMERSON ELEC COM 291011104 747,733 747,733 40,790 0.0384
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.