Emerson Electric Co.
MX ˙ BMV ˙ US2910111044
SecurityMX:EMR / Emerson Electric Co.
InstitutionWaterfront Wealth Inc.
Latest Disclosed Ownership11,955 shares
Latest Disclosed Value $ 1,566,313
Waterfront Wealth Inc. reports 5.35% increase in ownership of EMR / Emerson Electric Co.

On April 30, 2026 - Waterfront Wealth Inc. filed a 13F-HR form disclosing ownership of 11,955 shares of Emerson Electric Co. (MX:EMR) valued at $1,566,313 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 11,348 shares of Emerson Electric Co.. This represents a change in shares of 5.35% 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)
2026-04-30 2026-03-31 13F EMERSON ELEC COM 291011104 11,955 607 5.35 1,566 -7.06 0.2876
2026-01-27 2025-12-31 13F EMERSON ELEC COM 291011104 11,348 -24 -0.21 1,686 13.62 0.3203
2025-11-06 2025-09-30 13F EMERSON ELEC COM 291011104 11,372 -22 -0.19 1,483 -2.37 0.3037
2025-08-04 2025-06-30 13F EMERSON ELEC COM 291011104 11,394 -441 -3.73 1,519 17.12 0.3406
2025-04-25 2025-03-31 13F EMERSON ELEC COM 291011104 11,835 -55 -0.46 1,298 -11.95 0.3165
2025-02-03 2024-12-31 13F EMERSON ELEC COM 291011104 11,890 373 3.24 1,473 17.18 0.3590
2024-10-31 2024-09-30 13F EMERSON ELEC COM 291011104 11,517 273 2.43 1,257 1.53 0.3081
2024-08-01 2024-06-30 13F EMERSON ELEC COM 291011104 11,244 260 2.37 1,239 3.00 0.3359
2024-05-13 2024-03-31 13F EMERSON ELEC COM 291011104 10,984 210 1.95 1,202 14.69 0.3365
2024-01-31 2023-12-31 13F EMERSON ELEC COM 291011104 10,774 242 2.30 1,049 10.20 0.3092
2023-11-09 2023-09-30 13F EMERSON ELEC COM 291011104 10,532 316 3.09 951 0.63 0.3114
2023-07-28 2023-06-30 13F EMERSON ELEC COM 291011104 10,216 692 7.27 945 13.99 0.2808
2023-04-19 2023-03-31 13F EMERSON ELEC COM 291011104 9,524 615 6.90 830 4.15 0.2712
2023-01-31 2022-12-31 13F EMERSON ELEC COM 291011104 8,909 558 6.68 797 9.64 0.2737
2022-11-02 2022-09-30 13F EMERSON ELEC COM 291011104 8,351 1,411 20.33 726 31.52 0.2762
2022-07-25 2022-06-30 13F EMERSON ELEC COM 291011104 6,940 3,651 111.01 552 78.06 0.2230
2022-05-13 2022-03-31 13F EMERSON ELEC COM 291011104 3,289 3,289 310 0.1097
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.