Emerson Electric Co.
MX ˙ BMV ˙ US2910111044
SecurityMX:EMR / Emerson Electric Co.
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership5,084 shares
Latest Disclosed Value $ 666,133
Sunbelt Securities, Inc. reports 13.15% increase in ownership of EMR / Emerson Electric Co.

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 5,084 shares of Emerson Electric Co. (MX:EMR) valued at $666,133 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 4,493 shares of Emerson Electric Co.. This represents a change in shares of 13.15% 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.

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)
2026-05-16 2026-03-31 13F EMERSON ELEC CO COM Stock 291011104 5,084 591 13.15 666 11.74 0.0421
2026-02-20 2025-12-31 13F EMERSON ELEC CO COM Stock 291011104 4,493 -67 -1.47 596 -0.33 0.0398
2025-11-19 2025-09-30 13F EMERSON ELEC CO COM Stock 291011104 4,560 -73 -1.58 598 4.18 0.0413
2025-08-14 2025-06-30 13F EMERSON ELEC CO COM Stock 291011104 4,633 -305 -6.18 574 6.10 0.0507
2025-04-24 2025-03-31 13F EMERSON ELEC CO COM Stock 291011104 4,938 305 6.58 541 -5.91 0.0483
2025-02-18 2024-12-31 13F EMERSON ELEC CO COM Stock 291011104 4,633 -7 -0.15 576 13.41 0.0507
2024-11-18 2024-09-30 13F EMERSON ELEC CO COM Stock 291011104 4,640 147 3.27 508 2.63 0.0498
2024-08-16 2024-06-30 13F EMERSON ELEC CO COM Stock 291011104 4,493 2 0.04 495 -2.95 0.0506
2024-04-15 2024-03-31 13F EMERSON ELEC CO COM Stock 291011104 4,491 1,502 50.25 509 75.52 0.0568
2024-02-15 2023-12-31 13F EMERSON ELEC CO COM Stock 291011104 2,989 -687 -18.69 291 -18.08 0.0366
2023-12-11 2023-09-30 13F EMERSON ELEC CO COM Stock 291011104 3,676 45 1.24 355 7.93 0.0491
2023-08-16 2023-06-30 13F EMERSON ELEC CO COM Stock 291011104 3,631 102 2.89 328 8.61 0.0472
2023-05-17 2023-03-31 13F EMERSON ELEC CO COM Stock 291011104 3,529 -80 -2.22 302 -12.72 0.0486
2023-02-08 2022-12-31 13F EMERSON ELEC COM 291011104 3,609 -487 -11.89 347 15.33 0.0677
2022-11-21 2022-09-30 13F EMERSON ELEC COM 291011104 4,096 606 17.36 300 7.91 0.0634
2022-10-03 2022-06-30 13F EMERSON ELEC COM 291011104 3,490 113 3.35 278 -16.77 0.0588
2022-05-16 2022-03-31 13F EMERSON ELEC COM 291011104 3,377 -1,005 -22.93 334 -21.60 0.0612
2022-02-14 2021-12-31 13F EMERSON ELEC COM 291011104 4,382 306 7.51 426 7.58 0.0692
2021-11-15 2021-09-30 13F EMERSON ELEC COM 291011104 4,076 0 0.00 396 0.00 0.0712
2021-07-29 2021-06-30 13F EMERSON ELEC COM 291011104 4,076 -1,342 -24.77 396 -19.02 0.0713
2021-05-27 2021-03-31 13F EMERSON ELEC COM 291011104 5,418 0 0.00 489 12.41 0.0963
2021-02-09 2020-12-31 13F EMERSON ELEC COM 291011104 5,418 5,418 435 0.0899
2020-08-14 2020-06-30 13F EMERSON ELEC COM 291011104 0 -6,593 -100.00 0 -100.00
2020-05-15 2020-03-31 13F EMERSON ELEC COM 291011104 6,593 -27,359 -80.58 372 -85.63 0.0159
2020-02-26 2019-12-31 13F/A-1 EMERSON ELEC COM 291011104 33,952 -205 -0.60 2,589 13.35 0.2725
2020-02-14 2019-12-31 13F EMERSON ELEC COM 291011104 33,952 -205 647 255.3194
2019-11-15 2019-09-30 13F EMERSON ELEC COM 291011104 34,157 29,399 617.89 2,284 620.50 0.2561
2019-08-01 2019-06-30 13F EMERSON ELEC COM 291011104 4,758 220 4.85 317 1.93 0.1379
2019-05-15 2019-03-31 13F EMERSON ELEC COM 291011104 4,538 -231 -4.84 311 9.12 0.1555
2019-02-14 2018-12-31 13F/A-1 EMERSON ELEC COM 291011104 4,769 -350 -6.84 285 -27.30 0.1660
2019-02-11 2018-12-31 13F EMERSON ELEC COM 291011104 5,119 0 392 0.2099
2018-11-14 2018-09-30 13F EMERSON ELEC COM 291011104 5,119 -91 -1.75 392 8.89 0.2099
2018-08-08 2018-06-30 13F EMERSON ELEC COM 291011104 5,210 5,210 360 0.2154
2017-02-15 2016-03-31 13F/A-1 EMERSON ELEC COM 291011104 0 -3,619 -100.00 0 -100.00
2016-02-11 2015-12-31 13F EMERSON ELEC COM 291011104 3,619 15 0.42 173 8.81 0.1939
2015-11-12 2015-09-30 13F EMERSON ELEC COM 291011104 3,604 1,045 40.84 159 12.77 0.1684
2015-08-13 2015-06-30 13F EMERSON ELEC COM 291011104 2,559 0 0.00 142 -2.08 0.1511
2015-05-19 2015-03-31 13F/A-1 EMERSON ELEC COM 291011104 2,559 2,559 145 0.1668
2015-05-14 2015-03-31 13F EMERSON ELEC COM 291011104 2,559 145
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.