Emerson Electric Co.
US ˙ NYSE ˙ US2910111044

SecurityEMR / Emerson Electric Co.
InstitutionIntellectus Partners, LLC
Latest Disclosed Ownership2,236 shares
Latest Disclosed Value $ 292,961
Intellectus Partners, LLC reports 7.40% increase in ownership of EMR / Emerson Electric Co.

On April 10, 2026 - Intellectus Partners, LLC filed a 13F-HR form disclosing ownership of 2,236 shares of Emerson Electric Co. (US:EMR) valued at $292,961 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,082 shares of Emerson Electric Co.. This represents a change in shares of 7.40% during the quarter. The current value of the position is $315,008 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-10 2026-03-31 13F EMERSON ELEC COM 291011104 2,236 154 7.40 293 5.80 0.0598
2026-02-10 2025-12-31 13F EMERSON ELEC COM 291011104 2,082 100 5.05 276 6.56 0.0534
2025-11-12 2025-09-30 13F EMERSON ELEC COM 291011104 1,982 0 0.00 260 -1.89 0.0504
2025-08-05 2025-06-30 13F EMERSON ELEC COM 291011104 1,982 0 0.00 264 21.66 0.0571
2025-04-11 2025-03-31 13F EMERSON ELEC COM 291011104 1,982 0 0.00 217 -11.43 0.0536
2025-02-07 2024-12-31 13F EMERSON ELEC COM 291011104 1,982 0 0.00 246 13.43 0.0544
2024-11-06 2024-09-30 13F EMERSON ELEC COM 291011104 1,982 0 0.00 217 -0.92 0.0554
2024-07-18 2024-06-30 13F EMERSON ELEC COM 291011104 1,982 0 0.00 218 -2.68 0.0596
2024-05-03 2024-03-31 13F EMERSON ELEC COM 291011104 1,982 1,982 225 0.0591
2023-07-31 2023-06-30 13F EMERSON ELEC COM 291011104 0 -10,298 -100.00 0 -100.00
2023-05-04 2023-03-31 13F EMERSON ELEC COM 291011104 10,298 434 4.40 897 -5.28 0.2833
2023-02-02 2022-12-31 13F Emerson Electric Equity 291011104 9,864 182 1.88 948 33.57 0.3299
2022-11-14 2022-09-30 13F Emerson Electric Equity 291011104 9,682 78 0.81 709 -7.20 0.2522
2022-08-12 2022-06-30 13F Emerson Electric Common Stock 291011104 9,604 11 0.11 764 -18.81 0.2625
2022-05-16 2022-03-31 13F Emerson Electric Common Stock 291011104 9,593 -190 -1.94 941 3.52 0.2809
2022-02-14 2021-12-31 13F Emerson Electric Common Stock 291011104 9,783 -397 -3.90 909 -5.21 0.2317
2021-11-16 2021-09-30 13F Emerson Electric Equity 291011104 10,180 -515 -4.82 959 -6.80 0.2321
2021-08-13 2021-06-30 13F Emerson Electric Equity 291011104 10,695 -1,054 -8.97 1,029 -2.92 0.2320
2021-05-17 2021-03-31 13F Emerson Electric Equity 291011104 11,749 37 0.32 1,060 12.65 0.2911
2021-02-18 2020-12-31 13F/A-1 Emerson Electric Common Stock 291011104 11,712 1,219 11.62 941 36.77 0.2816
2021-02-12 2020-12-31 13F Emerson Electric Common Stock 291011104 5,500 -4,993 941 279,787.2309
2020-11-16 2020-09-30 13F Emerson Electric Common Stock 291011104 10,493 -953 -8.33 688 -3.10 0.2600
2020-08-14 2020-06-30 13F Emerson Electric Equity 291011104 11,446 779 7.30 710 39.76 0.2752
2020-05-14 2020-03-31 13F Emerson Electric Equity 291011104 10,667 2,360 28.41 508 -19.75 0.2421
2020-01-24 2019-12-31 13F Emerson Electric Common Stock 291011104 8,307 12 0.14 633 14.05 0.2576
2019-10-10 2019-09-30 13F Emerson Electric Equity 291011104 8,295 1,153 16.14 555 16.60 0.2439
2019-08-08 2019-06-30 13F Emerson Electric Common Stock 291011104 7,142 324 4.75 476 1.93 0.2060
2019-05-15 2019-03-31 13F Emerson Electric Equity 291011104 6,818 6,724 7,153.19 467 7,683.33 0.2009
2019-02-14 2018-12-31 13F Emerson Electric COM 291011104 94 -7,144 -98.70 6 -98.92 0.0041
2018-11-15 2018-09-30 13F Emerson Electric Equity 291011104 7,238 179 2.54 554 13.52 0.1935
2018-08-14 2018-06-30 13F Emerson Electric Equity 291011104 7,059 1,095 18.36 488 19.90 0.1780
2018-05-15 2018-03-31 13F Emerson Electric Equity 291011104 5,964 3,870 184.81 407 178.77 0.1398
2018-02-13 2017-12-31 13F Emerson Electric Equity 291011104 2,094 -4,016 -65.73 146 -61.98 0.0545
2017-11-14 2017-09-30 13F Emerson Electric Equity 291011104 6,110 4,016 191.79 384 207.20 0.1591
2017-08-15 2017-06-30 13F Emerson Electric Equity 291011104 2,094 7 0.34 125 0.00 0.0563
2017-05-08 2017-03-31 13F Emerson Electric Equity 291011104 2,087 -6,672 -76.17 125 -74.39 0.0635
2017-02-14 2016-12-31 13F Emerson Electric Equity 291011104 8,759 8,759 488 0.2538
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.