EMERSON ELEC CO (EMR)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
116
Reporting holders
$250.1M
Reported value
0.0%
Calls
0.1%
Puts
-2,191
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| EASTERN BANK | $59.3M | 382,359 | 0.90% | 32q | +2.1%+$1.2M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $41.5M | 267,331 | 0.49% | 32q | -1.3%-$533.1K |
| Iowa State Bank | $9.6M | 61,866 | 1.62% | 32q | -2.4%-$238.4K |
| ROCKLAND TRUST CO | $9.4M | 60,721 | 0.36% | 32q | -2.5%-$241.5K |
| PARK NATIONAL CORP /OH/ | $8.0M | 51,275 | 0.22% | 32q | -3.7%-$306.5K |
| MassMutual Private Wealth & Trust, FSB | $7.3M | 47,376 | 0.19% | 32q | -4.8%-$373.3K |
| BONNESS ENTERPRISES INC | $6.7M | 43,000 | 2.17% | 32q | HELD |
| Stonebridge Financial Group, LLC | $6.6M | 42,471 | 0.49% | 8q | +2.0%+$131.5K |
| ALKEME WEALTH, LLC | $5.7M | 36,937 | 2.16% | 32q | -1.4%-$83.3K |
| BENEDICT FINANCIAL ADVISORS INC | $5.2M | 33,769 | 1.04% | 32q | -0.9%-$48.9K |
| CYPRESS ASSET MANAGEMENT INC/TX | $4.7M | 30,546 | 0.94% | 19q | -2.9%-$139.6K |
| Farther Finance Advisors, LLC | $4.7M | 30,123 | 0.03% | 16q | +8.6%+$370.4K |
| Coastline Trust Co | $3.6M | 23,395 | 0.34% | 32q | -3.1%-$115.5K |
| CHAPIN DAVIS, INC. | $3.5M | 22,637 | 0.67% | 16q | +0.6%+$19.5K |
| Dominguez Wealth Management Solutions, Inc. | $3.2M | 20,928 | 1.80% | 16q | -2.5%-$84.4K |
| CoreCap Advisors, LLC | $3.2M | 20,355 | 0.09% | 9q | +1.2%+$36.6K |
| TOMPKINS FINANCIAL CORP | $3.0M | 19,301 | 0.21% | 31q | HELD |
| Apella Capital, LLC | $2.8M | 17,671 | 0.04% | 15q | +7.8%+$202.7K |
| GAMMA Investing LLC | $2.8M | 17,861 | 0.09% | 12q | +15.2%+$365.9K |
| Legacy Private Trust Co. | $2.7M | 17,475 | 0.15% | 25q | -0.9%-$23.9K |
| Avidian Wealth Enterprises, LLC | $2.2M | 14,481 | 0.06% | 9q | -2.1%-$47.5K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $2.2M | 13,912 | 0.19% | 20q | +5.5%+$113.2K |
| HALL LAURIE J TRUSTEE | $1.8M | 11,690 | 0.58% | 30q | -3.4%-$64.5K |
| Kessler Investment Group, LLC | $1.8M | 11,629 | 0.87% | 22q | HELD |
| Bangor Savings Bank | $1.7M | 11,067 | 0.13% | 31q | +1.2%+$19.7K |
| Valeo Financial Advisors, LLC | $1.6M | 10,232 | 0.03% | 32q | +7.8%+$115.4K |
| Montecito Bank & Trust | $1.6M | 10,009 | 0.24% | 31q | HELD |
| ANB BANK | $1.5M | 9,381 | 0.52% | 8q | HELD |
| TILIA FIDUCIARY PARTNERS, INC. | $1.4M | 9,336 | 0.33% | 7q | +98.2%+$717.4K |
| Parrish Capital LLC | $1.4M | 9,076 | 1.37% | 4q | HELD |
| Graves Light Lenhart Wealth, Inc. | $1.4M | 8,875 | 0.13% | 32q | HELD |
| Wedmont Private Capital | $1.3M | 8,397 | 0.03% | 20q | +14.0%+$163.5K |
| Violich Capital Management, Inc. | $1.3M | 8,550 | 0.14% | 4q | +19.6%+$217.1K |
| Partnership Wealth Management, LLC | $1.3M | 8,193 | 0.91% | 12q | HELD |
| Versant Capital Management, Inc | $1.1M | 7,401 | 0.10% | 32q | +13.3%+$134.9K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $1.1M | 7,239 | 0.26% | 9q | +8.0%+$83.3K |
| Douglas Lane & Associates, LLC | $1.1M | 7,069 | 0.01% | 32q | -8.5%-$101.6K |
| AVITY INVESTMENT MANAGEMENT INC. | $1.0M | 6,599 | 0.06% | 15q | HELD |
| Venture Visionary Partners LLC | $999.6K | 6,445 | 0.03% | 23q | +7.6%+$71.0K |
| Acropolis Investment Management, LLC | $965.5K | 6,225 | 0.04% | 32q | -49.8%-$956.4K |
| Greenfield Savings Bank | $921.3K | 5,940 | 0.35% | 18q | HELD |
| ARGENT CAPITAL MANAGEMENT LLC | $854.1K | 5,507 | 0.03% | 32q | HELD |
| Werlinich Asset Management, LLC | $854.0K | 5,506 | 0.33% | 2q | HELD |
| Nautilus Advisors LLC | $823.0K | 5,306 | 0.50% | 8q | +1.7%+$14.0K |
| Hummer Financial Advisory Services Inc | $767.7K | 4,950 | 0.50% | 28q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $752.9K | 4,854 | 0.51% | 4q | -2.8%-$21.4K |
| SAPIENT CAPITAL LLC | $752.2K | 4,850 | 0.01% | 12q | -49.2%-$728.7K |
| Dickmeyer Boyce Financial Management, Inc. | $713.0K | 4,597 | 0.36% | 3q | HELD |
| Crumly & Associates Inc. | $710.7K | 4,582 | 0.13% | 9q | +3.4%+$23.6K |
| ATWOOD & PALMER INC | $662.4K | 4,271 | 0.03% | 32q | HELD |
| Balefire, LLC | $657.2K | 4,237 | 0.10% | 14q | -0.5%-$3.6K |
| Cambridge Financial Group, LLC | $608.2K | 4,248 | 0.19% | 12q | HELD |
| Ledgewood Wealth Advisors, LLC | $607.4K | 3,916 | 0.33% | 12q | -2.5%-$15.5K |
| ARMSTRONG HENRY H ASSOCIATES INC | $600.9K | 3,874 | 0.05% | 32q | HELD |
| Red Spruce Capital, LLC | $599.9K | 3,868 | 0.21% | 28q | -8.2%-$53.5K |
| Everhart Financial Group, Inc. | $597.2K | 3,850 | 0.04% | 5q | +11.6%+$62.0K |
| Exchange Bank | $594.2K | 3,831 | 0.37% | 14q | -0.7%-$4.0K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $585.5K | 3,775 | 0.35% | 16q | HELD |
| Boltwood Capital Management | $563.6K | 3,634 | 0.13% | 4q | +22.9%+$105.2K |
| Trinity Financial Advisors LLC | $542.9K | 3,500 | 0.14% | 17q | -0.7%-$3.6K |
| Wealth Enhancement Trust Services, Inc. | $532.6K | 3,434 | 0.06% | 4q | -51.1%-$556.2K |
| TITLEIST ASSET MANAGEMENT, LLC | $524.7K | 3,383 | 0.03% | 5q | +3.7%+$18.6K |
| Atlas Brown,Inc. | $524.4K | 3,381 | 0.14% | 32q | +1.2%+$6.0K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $504.7K | 3,254 | 0.04% | 32q | -0.6%-$3.1K |
| Roxbury Financial LLC | $501.5K | 3,233 | 0.38% | 8q | HELD |
| Bullock Wealth Management Group | $480.6K | 3,031 | 0.20% | 11q | HELD |
| Investors Research Corp | $471.0K | 3,037 | 0.08% | 32q | -8.7%-$44.7K |
| First Heartland Consultants, Inc. | $456.3K | 2,942 | 0.03% | 19q | +8.6%+$36.3K |
| Shulman DeMeo Asset Management LLC | $416.2K | 2,564 | 0.08% | 21q | -4.5%-$19.8K |
| Whalen Wealth Management Inc. | $408.6K | 2,634 | 0.17% | new | NEW |
| YHB Investment Advisors, Inc. | $405.3K | 2,613 | 0.03% | 32q | -7.1%-$31.2K |
| M.E. ALLISON & CO., INC. | $387.8K | 2,500 | 0.22% | 8q | HELD |
| CenterStar Asset Management, LLC | $372.2K | options only | 0.09% | 2q | OPTIONS |
| City Center Advisors, LLC | $363.6K | 2,344 | 0.28% | 7q | +2.6%+$9.3K |
| Cooper Financial Group | $345.5K | 2,228 | 0.03% | 5q | +17.3%+$50.9K |
| Allen Mooney & Barnes Investment Advisors LLC | $343.9K | 2,217 | 0.05% | 11q | -2.2%-$7.6K |
| Gradient Investments LLC | $342.1K | 2,206 | 0.00% | new | NEW |
| Gouws Capital LLC | $333.5K | 2,150 | 0.16% | 6q | HELD |
| Rosenberg Matthew Hamilton | $315.0K | 2,031 | 0.06% | 27q | -3.3%-$10.9K |
| Successful Portfolios LLC | $297.4K | 1,832 | 0.14% | 16q | HELD |
| Worth Asset Management, LLC | $297.2K | 1,916 | 0.09% | new | NEW |
| ARGUS INVESTORS' COUNSEL, INC. | $283.8K | 1,830 | 0.22% | 32q | -9.0%-$27.9K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $275.8K | 1,778 | 0.05% | 6q | HELD |
| Bill Few Associates, Inc. | $275.3K | 1,775 | 0.06% | 6q | HELD |
| TrueWealth Advisors, LLC | $271.5K | 1,751 | 0.06% | 16q | HELD |
| Bank of New Hampshire | $263.7K | 1,700 | 0.06% | 19q | -18.4%-$59.4K |
| Grove Bank & Trust | $263.4K | 1,698 | 0.03% | 16q | HELD |
| Monument Capital Management | $257.0K | 1,657 | 0.05% | 6q | -1.3%-$3.4K |
| Hamilton Capital, LLC | $253.7K | 1,636 | 0.01% | 5q | -1.1%-$2.8K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $235.0K | 1,515 | 0.02% | 2q | HELD |
| RVW Wealth, LLC | $233.4K | 1,505 | 0.01% | 7q | -10.1%-$26.4K |
| Castle Rock Wealth Management, LLC | $229.4K | 1,421 | 0.04% | new | NEW |
| RIVERSEDGE ADVISORS, LLC | $228.8K | 1,475 | 0.03% | new | NEW |
| LAWOOD & CO | $217.5K | 1,402 | 0.15% | 2q | HELD |
| RFG - Bristol Wealth Advisors, LLC | $215.4K | 1,389 | 0.05% | new | NEW |
| INSPIRION WEALTH ADVISORS, LLC | $206.1K | 1,329 | 0.02% | new | NEW |
| AMERICAN NATIONAL BANK & TRUST | $188.1K | 1,213 | 0.02% | 23q | -44.6%-$151.5K |
| FIRST COMMUNITY TRUST NA | $178.8K | 1,153 | 0.06% | 20q | HELD |
| Dorato Capital Management | $171.2K | 1,075 | 0.11% | 4q | HELD |
| Pacifica Partners Inc. | $160.4K | 1,012 | 0.05% | 13q | HELD |
Showing the largest 100 of 122 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-01 | Krishnan Ram R. | Executive Vice Pres & COO | Sold | 11,500 | $1.6M |
| 2026-08-11 | Karsanbhai Surendralal Lanca | President & CEO | Sold | 9,650 | $1.6M |
| 2026-08-06 | Train Michael H. | SVP & Chief Sustain Officer | Sold | 7,329 | $1.2M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 116 | $250.1M | 1,609,387 | 8 | 30 | 37 | 0.1% |
| Q2 2026 | 2,307 | $72.5B | 497,766,450 | 174 | 761 | 711 | 1.3% |
| Q1 2026 | 2,207 | $62.2B | 471,087,417 | 128 | 664 | 767 | 1.0% |
| Q4 2025 | 2,227 | $62.5B | 465,541,315 | 114 | 640 | 729 | 1.1% |
| Q3 2025 | 2,119 | $62.9B | 474,572,414 | 112 | 581 | 704 | 1.1% |
| Q2 2025 | 2,153 | $62.9B | 464,608,920 | 181 | 638 | 739 | 1.3% |
| Q1 2025 | 2,088 | $50.4B | 453,346,402 | 118 | 646 | 728 | 1.4% |
| Q4 2024 | 2,136 | $57.0B | 450,834,745 | 166 | 574 | 710 | 2.0% |
| Q3 2024 | 1,956 | $49.9B | 447,615,288 | 107 | 614 | 669 | 1.8% |
| Q2 2024 | 1,962 | $49.6B | 442,732,499 | 114 | 604 | 641 | 1.8% |
| Q1 2024 | 1,978 | $53.7B | 464,375,251 | 181 | 553 | 735 | 2.2% |
| Q4 2023 | 1,882 | $44.0B | 443,590,399 | 94 | 536 | 669 | 2.0% |
| Q3 2023 | 1,814 | $42.2B | 429,749,627 | 119 | 530 | 653 | 1.7% |
| Q2 2023 | 1,790 | $38.5B | 418,687,382 | 112 | 531 | 632 | 1.9% |
| Q1 2023 | 1,754 | $37.9B | 445,217,442 | 104 | 547 | 631 | 2.1% |
| Q4 2022 | 1,809 | $42.5B | 434,307,291 | 164 | 517 | 579 | 1.9% |
| Q3 2022 | 1,684 | $32.4B | 435,301,359 | 77 | 575 | 548 | 1.6% |
| Q2 2022 | 1,724 | $35.2B | 436,119,562 | 92 | 578 | 549 | 1.6% |
| Q1 2022 | 1,803 | $43.7B | 438,756,988 | 118 | 606 | 587 | 1.6% |
| Q4 2021 | 1,803 | $41.2B | 436,854,116 | 97 | 559 | 525 | 1.6% |
| Q3 2021 | 1,691 | $41.9B | 439,663,254 | 68 | 526 | 559 | 1.1% |
| Q2 2021 | 1,708 | $43.1B | 442,596,704 | 103 | 556 | 539 | 1.2% |
| Q1 2021 | 1,693 | $40.4B | 443,557,971 | 152 | 529 | 567 | 1.0% |
| Q4 2020 | 1,599 | $36.6B | 447,352,409 | 128 | 443 | 558 | 1.5% |
| Q3 2020 | 1,458 | $29.8B | 448,946,546 | 115 | 417 | 542 | 1.3% |
| Q2 2020 | 1,407 | $27.9B | 443,579,375 | 152 | 402 | 553 | 1.3% |
| Q1 2020 | 1,348 | $21.1B | 437,934,225 | 80 | 438 | 550 | 1.2% |
| Q4 2019 | 1,515 | $35.9B | 458,362,807 | 100 | 401 | 547 | 2.7% |
| Q3 2019 | 1,393 | $30.0B | 440,049,610 | 62 | 431 | 555 | 2.1% |
| Q2 2019 | 1,412 | $30.3B | 444,577,961 | 63 | 439 | 520 | 2.1% |
| Q1 2019 | 1,470 | $30.5B | 441,635,837 | 112 | 459 | 537 | 0.9% |
| Q4 2018 | 1,419 | $27.8B | 460,375,701 | 10 | 19 | 24 | 1.1% |