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
↑ +105
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — EMR

Based on 2060 hedge funds · latest filing: 2025 Q4 · 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
2,060 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 — +5% more funds vs a year ago

fund count last 6Q
+102 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

945 buying901 selling
Last quarter: 945 funds bought or added vs 901 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 (+105 vs last Q)

new funds entering per quarter
Funds opening a new EMR position: 144 → 209 → 126 → 231. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 16% medium ■ 12% new
1,468 out of 2,060 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.
➡️

Steady discovery — ~231 new funds/quarter

258 → 144 → 209 → 126 → 231 new funds/Q
New funds entering each quarter: 144 → 209 → 126 → 231. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Of 2,110 current holders: 1,516 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
45 of 2060 holders are among the 100 largest funds by AUM, controlling 58% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

170 top-rated funds 16 high-conviction
Consensus
9.7
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: EMR
2026 Q1 Stats Unlock in 22 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2110 2007 5.13%
13F Shares 453M 442M 2.52%
Total Value $59.67B $57.52B 3.75%
New Positions 234 128 +106
Increased Positions 784 752 +32
Closed Positions 132 163 -31
Reduced Positions 828 839 -11
Total Calls 30 33 -9.09%
Total Puts 31 35 -11.43%
PUT/CALL Ratio 1.03 1.06 Neutral

Statistics: EMR

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

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.

Top 25 institutional holders of EMR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ACUTE INVESTMENT ADVISORY, LLC 17.68% 12,020 $1.6M
2 WORMSER FRERES GESTION 4.30% 44,449 $6.0M
3 Guinness Asset Management LTD 3.91% 1,735,563 $226.7M
4 Sunflower Bank, N.A. 3.45% 103,264 $13.5M
5 Eldred Rock Partners, LLC 3.24% 97,196 $12.7M
6 Advanced Asset Management Advisors Inc 2.84% 78,400 $10.3M
7 CAMPBELL NEWMAN ASSET MANAGEMENT INC 2.68% 252,382 $33.1M
8 Sarasin & Partners LLP 2.64% 1,651,372 $216.4M
9 OLD REPUBLIC INTERNATIONAL CORP 2.60% 499,100 $65K
10 James Hambro & Partners LLP 2.48% 483,431 $63.4M
11 Welch Group, LLC 2.30% 466,282 $61.1M
12 DB&C Advisors, LLC 2.26% 13,247 $1.7M
13 BONNESS ENTERPRISES INC 2.06% 43,000 $5.6M
14 Exeter Financial, LLC 2.02% 37,744 $4.9M
15 NOVARE CAPITAL MANAGEMENT LLC 1.95% 187,538 $24.6M
16 Greystone Financial Group, LLC 1.88% 50,665 $6.6M
17 MONARCH CAPITAL MANAGEMENT INC 1.81% 56,587 $7.4M
18 LYNCH & ASSOCIATES/IN 1.79% 72,821 $9.5M
19 Dominguez Wealth Management Solutions, Inc. 1.71% 21,496 $2.8M
20 Murphy Pohlad Asset Management LLC 1.68% 35,795 $4.7M
21 CHEMUNG CANAL TRUST CO 1.61% 60,637 $7.9M
22 ADVOCATE GROUP LLC 1.60% 78,168 $10.2M
23 Founders Capital Management 1.59% 24,889 $3.3M
24 Vertrix Wealth Management, LLC 1.55% 32,126 $4.2M
25 LS Investment Advisors, LLC 1.53% 78,185 $10.2M
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 — 51% buying: Last quarter: 945 funds bought or added vs 901 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 — 58% AUM from top-100 funds: 45 of 2060 holders are among the 100 largest funds by AUM, controlling 58% 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?

71% of holders stayed for 2+ years: 1,468 out of 2,060 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.