Emerson Electric Co.
US ˙ NYSE ˙ US2910111044

SecurityEMR / Emerson Electric Co.
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership10,793 shares
Latest Disclosed Value $ 1,415,826
Wetherby Asset Management Inc reports 7.78% increase in ownership of EMR / Emerson Electric Co.

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 10,793 shares of Emerson Electric Co. (US:EMR) valued at $1,415,826 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 10,014 shares of Emerson Electric Co.. This represents a change in shares of 7.78% during the quarter. The current value of the position is $1,490,729 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)
2025-11-14 2025-09-30 13F EMERSON ELEC COM 291011104 10,793 779 7.78 1,416 5.99 0.0578
2025-08-14 2025-06-30 13F EMERSON ELEC COM 291011104 10,014 747 8.06 1,335 16.29 0.0594
2025-02-14 2024-12-31 13F EMERSON ELEC COM 291011104 9,267 -270 -2.83 1,148 10.07 0.0551
2024-11-14 2024-09-30 13F EMERSON ELEC COM 291011104 9,537 -513 -5.10 1,043 -5.78 0.0477
2024-08-14 2024-06-30 13F EMERSON ELEC COM 291011104 10,050 -212 -2.07 1,107 -4.82 0.0522
2024-05-15 2024-03-31 13F EMERSON ELEC COM 291011104 10,262 100 0.98 1,164 17.59 0.0555
2024-02-14 2023-12-31 13F EMERSON ELEC COM 291011104 10,162 -848 -7.70 989 -6.96 0.0515
2023-11-14 2023-09-30 13F EMERSON ELEC COM 291011104 11,010 -207 -1.85 1,063 4.94 0.0603
2023-08-14 2023-06-30 13F EMERSON ELEC COM 291011104 11,217 -1,302 -10.40 1,014 -7.06 0.0546
2023-05-12 2023-03-31 13F EMERSON ELEC COM 291011104 12,519 -328 -2.55 1,091 -11.67 0.0638
2023-02-14 2022-12-31 13F EMERSON ELEC COM 291011104 12,847 511 4.14 1,234 36.50 0.0793
2022-11-14 2022-09-30 13F EMERSON ELEC COM 291011104 12,336 1,344 12.23 904 3.43 0.0637
2022-08-15 2022-06-30 13F EMERSON ELEC COM 291011104 10,992 -1,621 -12.85 874 -29.35 0.0597
2022-05-16 2022-03-31 13F EMERSON ELEC COM 291011104 12,613 456 3.75 1,237 9.47 0.0709
2022-02-14 2021-12-31 13F EMERSON ELEC COM 291011104 12,157 -49 -0.40 1,130 -1.74 0.0634
2021-11-15 2021-09-30 13F EMERSON ELEC COM 291011104 12,206 167 1.39 1,150 -0.78 0.0710
2021-08-16 2021-06-30 13F EMERSON ELEC COM 291011104 12,039 498 4.32 1,159 11.34 0.0707
2021-05-14 2021-03-31 13F EMERSON ELEC COM 291011104 11,541 -593 -4.89 1,041 6.77 0.0793
2021-02-11 2020-12-31 13F EMERSON ELEC COM 291011104 12,134 -200 -1.62 975 20.67 0.0661
2020-12-16 2020-09-30 13F/A-01 EMERSON ELEC COM 291011104 12,334 -1,820 -12.86 808 -7.97 0.0741
2020-11-13 2020-09-30 13F EMERSON ELEC COM 291011104 12,736 -1,418 836 53,176.9405
2020-08-14 2020-06-30 13F EMERSON ELEC COM 291011104 14,154 516 3.78 878 35.29 0.0832
2020-05-06 2020-03-31 13F EMERSON ELEC COM 291011104 13,638 -2,566 -15.84 649 -47.49 0.0729
2020-01-28 2019-12-31 13F EMERSON ELEC COM 291011104 16,204 -177 -1.08 1,236 12.88 0.1217
2019-10-31 2019-09-30 13F EMERSON ELEC COM 291011104 16,381 117 0.72 1,095 0.92 0.1143
2019-07-25 2019-06-30 13F EMERSON ELEC COM 291011104 16,264 588 3.75 1,085 1.12 0.1188
2019-07-25 2019-03-31 13F/A-1 EMERSON ELEC COM 291011104 15,676 -483 -2.99 1,073 11.19 0.1336
2019-05-09 2019-03-31 13F EMERSON ELEC COM 291011104 15,676 -483 1,073
2019-01-30 2018-12-31 13F EMERSON ELEC COM 291011104 16,159 -207 -1.26 965 -22.98 0.1365
2018-11-07 2018-09-30 13F EMERSON ELEC COM 291011104 16,366 195 1.21 1,253 11.97 0.1548
2018-07-24 2018-06-30 13F EMERSON ELEC COM 291011104 16,171 -251 -1.53 1,119 -0.18 0.1515
2018-05-04 2018-03-31 13F EMERSON ELEC COM 291011104 16,422 95 0.58 1,121 -1.49 0.1547
2018-02-09 2017-12-31 13F EMERSON ELEC COM 291011104 16,327 -587 -3.47 1,138 7.06 0.1579
2017-11-13 2017-09-30 13F EMERSON ELEC COM 291011104 16,914 726 4.48 1,063 10.16 0.1581
2017-08-01 2017-06-30 13F EMERSON ELEC COM 291011104 16,188 -619 -3.68 965 -4.08 0.1642
2017-04-27 2017-03-31 13F EMERSON ELEC COM 291011104 16,807 326 1.98 1,006 9.47 0.1809
2017-02-08 2016-12-31 13F EMERSON ELEC COM 291011104 16,481 -794 -4.60 919 -2.44 0.1800
2016-11-14 2016-09-30 13F EMERSON ELEC COM 291011104 17,275 417 2.47 942 7.05 0.1906
2016-08-10 2016-06-30 13F EMERSON ELEC COM 291011104 16,858 341 2.06 880 -2.00 0.1951
2016-05-10 2016-03-31 13F EMERSON ELEC COM 291011104 16,517 2,073 14.35 898 30.14 0.2116
2016-02-08 2015-12-31 13F EMERSON ELEC COM 291011104 14,444 -1,035 -6.69 690 1.02 0.1654
2015-11-12 2015-09-30 13F EMERSON ELEC COM 291011104 15,479 946 6.51 683 -15.16 0.1750
2015-08-12 2015-06-30 13F EMERSON ELEC COM 291011104 14,533 -2,102 -12.64 805 -14.54 0.1935
2015-05-08 2015-03-31 13F EMERSON ELEC COM 291011104 16,635 400 2.46 942 -5.99 0.2293
2015-02-12 2014-12-31 13F EMERSON ELEC COM 291011104 16,235 37 0.23 1,002 -1.09 0.2520
2014-11-03 2014-09-30 13F EMERSON ELEC COM 291011104 16,198 562 3.59 1,013 -2.31 0.2824
2014-08-01 2014-06-30 13F EMERSON ELEC COM 291011104 15,636 728 4.88 1,037 4.22 0.2927
2014-05-05 2014-03-31 13F/A-1 EMERSON ELEC COM 291011104 14,908 117 0.79 995 -4.14 0.2852
2014-04-30 2014-03-31 13F EMERSON ELEC COM 291011104 14,908 995
2014-01-29 2013-12-31 13F EMERSON ELEC COM 291011104 14,791 95 0.65 1,038 9.15 0.2960
2013-10-29 2013-09-30 13F EMERSON ELEC COM 291011104 14,696 156 1.07 951 19.92 0.2967
2013-07-24 2013-06-30 13F EMERSON ELEC COM 291011104 14,540 14,540 793 0.2764
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.