Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Emerson Elec Co (EMR)

2K + Investors. Track Smart Money conviction in EMR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +102
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — EMR

Based on 2298 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EMR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,298 hedge funds hold EMR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+190 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

1114 buying927 selling
Last quarter: 1,114 funds bought or added vs 927 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+49 vs last Q)

new funds entering per quarter
Funds opening a new EMR position: 139 → 250 → 175 → 224. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 16% medium ■ 14% new
1,619 out of 2,298 hedge funds have held EMR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +29%, value +13%

Value
+12%
Shares
+29%
Last quarter: funds added +29% more shares while total portfolio value only changed +13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~224 new funds/quarter

229 → 139 → 250 → 175 → 224 new funds/Q
New funds entering each quarter: 139 → 250 → 175 → 224. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 72% veterans vs 17% newcomers

■ 72% veterans ■ 11% 1-2yr ■ 17% new
Entry-cohort mix of 2,346 holders: 1,696 (72%) are 2+ year veterans, 262 entered 1–2 years ago, and 388 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
67 of 2284 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in EMR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EMR

In 2026 Q2, 1114 hedge funds were net buyers of EMR (224 opened a new position, 890 added to an existing one), while 927 reduced or exited (805 trimmed, 122 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 61% of total institutional value in EMR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +102 funds (more new holders than closures). Total institutional holders: 2298.

Hedge Fund Ownership: EMR

How many hedge funds hold EMR — quarterly history vs. share price
Quarterly hedge fund ownership of EMR vs. share price

Market Analysis: EMR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EMR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

59 top-rated funds 14 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: EMR
2K + Investors

Track Smart Money conviction in EMR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2282 2196 3.92%
13F Shares 580M 449M 29.21%
Total Value $64.15B $56.99B 12.55%
New Positions 223 175 +48
Increased Positions 876 778 +98
Closed Positions 123 175 -52
Reduced Positions 794 867 -73
Total Calls 28 25 12.0%
Total Puts 33 33 -
PUT/CALL Ratio 1.18 1.32 Neutral

Statistics: EMR

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Financial Highlights

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Institutional Holders (2026 Q2)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EMR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EMR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Acute Investment Advisory, LLC 18.20% 12,020 $1.7M
2 Clean Energy Transition LLP 12.44% 1,247,352 $178.6M
3 Absher Wealth Management, LLC 5.37% 329,473 $47.2M
4 Wormser Freres Gestion 5.10% 63,773 $9.0M
5 Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 4.83% 100,000 $14.3M
6 John G Ullman & Associates Inc 4.31% 248,310 $35.5M
7 Guinness Asset Management LTD 3.96% 1,642,288 $234.1M
8 Sunflower Bank, N.A. 3.54% 103,337 $14.8M
9 Eldred Rock Partners, LLC 3.19% 103,551 $14.8M
10 Mcdaniel Terry & Co 3.16% 282,826 $40.5M
11 Advanced Asset Management Advisors Inc 2.95% 78,400 $11.2M
12 Sarasin & Partners LLP 2.80% 1,670,751 $239.2M
13 Peninsula Asset Management Inc 2.79% 40,655 $5.8M
14 St. James Investment Company, LLC 2.77% 121,969 $17.5M
15 James Hambro & Partners LLP 2.73% 527,066 $75.4M
16 Campbell Newman Asset Management Inc 2.53% 238,521 $34.1M
17 Rnc Capital Management LLC 2.53% 441,816 $57.9M
18 Peak Asset Management, LLC 2.42% 114,844 $16.4M
19 Welch Group, LLC 2.28% 466,315 $66.8M
20 Wilkins Investment Counsel Inc 2.25% 116,748 $16.7M
21 Waycross Partners, LLC 2.21% 181,495 $26.0M
22 Virginia Wealth Management Group, INC. 2.17% 30,380 $4.3M
23 Strategy Asset Managers LLC 2.16% 100,936 $14.4M
24 DB&C Advisors, LLC 2.06% 13,285 $1.9M
25 Alkeme Wealth, LLC 2.05% 37,474 $5.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Emerson Elec Co (EMR)

What does the Smart Money Trend signal show for EMR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EMR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EMR?

Slight buying edge — 55% buying: Last quarter: 1,114 funds bought or added vs 927 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EMR holders?

Elite ownership — 61% AUM from top-100 funds: 67 of 2284 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in EMR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EMR?

70% of holders stayed for 2+ years: 1,619 out of 2,298 hedge funds have held EMR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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