Emerson Electric Co.
MX ˙ BMV ˙ US2910111044
SecurityMX:EMR / Emerson Electric Co.
InstitutionLifePlan Financial, LLC
Latest Disclosed Ownership5,181 shares
Latest Disclosed Value $ 678,815
LifePlan Financial, LLC reports 6.40% decrease in ownership of EMR / Emerson Electric Co.

On April 14, 2026 - LifePlan Financial, LLC filed a 13F-HR form disclosing ownership of 5,181 shares of Emerson Electric Co. (MX:EMR) valued at $678,815 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 5,535 shares of Emerson Electric Co.. This represents a change in shares of -6.40% 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)
2026-04-14 2026-03-31 13F EMERSON ELEC COM 291011104 5,181 -354 -6.40 679 -7.63 0.5016
2026-01-20 2025-12-31 13F EMERSON ELEC COM 291011104 5,535 -1,760 -24.13 735 -23.22 0.5634
2025-11-13 2025-09-30 13F EMERSON ELEC COM 291011104 7,295 -425 -5.51 957 -7.09 0.7582
2025-07-09 2025-06-30 13F EMERSON ELEC COM 291011104 7,720 881 12.88 1,029 37.38 0.8530
2025-04-25 2025-03-31 13F EMERSON ELEC COM 291011104 6,839 -1,866 -21.44 750 -30.52 0.6539
2025-01-17 2024-12-31 13F EMERSON ELEC COM 291011104 8,705 668 8.31 1,079 22.64 0.9532
2024-10-04 2024-09-30 13F EMERSON ELEC COM 291011104 8,037 -472 -5.55 879 -6.19 0.7545
2024-07-30 2024-06-30 13F EMERSON ELEC COM 291011104 8,509 -648 -7.08 937 -9.73 0.8633
2024-04-30 2024-03-31 13F EMERSON ELEC COM 291011104 9,157 790 9.44 1,039 27.52 0.9517
2024-01-30 2023-12-31 13F EMERSON ELEC COM 291011104 8,367 8,367 814 0.8156
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.