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
↑ +2
Streak
2Q ▲
Buyers last Q
48%

Smart Money Signals — EMR

Based on 2193 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
2,193 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 — +8% more funds vs a year ago

fund count last 6Q
+171 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

962 buying1052 selling
Last quarter: 1,052 funds reduced or exited vs 962 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-75 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 227 → 138 → 249 → 174. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 17% medium ■ 13% new
1,536 out of 2,193 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.
📈

Growing discovery — still being found

156 → 227 → 138 → 249 → 174 new funds/Q
New funds entering each quarter: 227 → 138 → 249 → 174. A growing number of institutions are discovering EMR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 17% newcomers

■ 72% veterans ■ 12% 1-2yr ■ 17% new
Entry-cohort mix of 2,243 holders: 1,612 (72%) are 2+ year veterans, 258 entered 1–2 years ago, and 373 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
66 of 2185 holders are among the 100 largest funds by AUM, controlling 51% 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 Q1, 962 hedge funds were net buyers of EMR (174 opened a new position, 788 added to an existing one), while 1052 reduced or exited (880 trimmed, 172 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 51% of total institutional value in EMR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 2193.

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.

Is It Too Late to Buy Emerson Elec Co (EMR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EMR has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
EMR
+9.2%
XLI
+8.9%

EMR outperformed XLI by +0.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
EMR
+7.5%
XLI
+329.7%

Since the filing became public, EMR outperformed XLI by -322.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

106 top-rated funds 17 high-conviction
Consensus
8.8
/ 10
breadth
×
Elite
3.9
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 2166 2191 -1.14%
13F Shares 442M 466M -5.26%
Total Value $56.15B $61.02B -7.98%
New Positions 170 249 -79
Increased Positions 769 742 +27
Closed Positions 195 131 +64
Reduced Positions 854 810 +44
Total Calls 25 30 -16.67%
Total Puts 33 31 6.45%
PUT/CALL Ratio 1.32 1.03 Bearish

Statistics: EMR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

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.

QUARTER:
Top 25 EMR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Acute Investment Advisory, LLC 17.68% 12,020 $1.6M
2 Clean Energy Transition LLP 10.42% 1,222,925 $160.2M
3 Ecofi Investissements SA 6.51% 27,300 $3.6M
4 Absher Wealth Management, LLC 5.01% 326,327 $42.8M
5 Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 4.89% 100,000 $13.1M
6 John G Ullman & Associates Inc 4.35% 250,719 $32.8M
7 Wormser Freres Gestion 4.30% 44,449 $6.0M
8 Guinness Asset Management LTD 3.91% 1,735,563 $226.7M
9 Sunflower Bank, N.A. 3.45% 103,264 $13.5M
10 Eldred Rock Partners, LLC 3.24% 97,196 $12.7M
11 Mcdaniel Terry & Co 3.15% 283,074 $37.1M
12 Regents Gate Capital LLP 2.95% 105,769 $13.9M
13 Advanced Asset Management Advisors Inc 2.84% 78,400 $10.3M
14 Peninsula Asset Management Inc 2.72% 40,700 $5.3M
15 Campbell Newman Asset Management Inc 2.68% 252,382 $33.1M
16 Peak Asset Management, LLC 2.66% 114,917 $15.1M
17 Sarasin & Partners LLP 2.64% 1,651,372 $216.4M
18 St. James Investment Company, LLC 2.54% 123,879 $16.2M
19 James Hambro & Partners LLP 2.48% 483,431 $63.4M
20 Welch Group, LLC 2.30% 466,282 $61.1M
21 DB&C Advisors, LLC 2.26% 13,247 $1.7M
22 Wilkins Investment Counsel Inc 2.21% 117,548 $15.4M
23 Strategy Asset Managers LLC 2.16% 100,494 $13.2M
24 Barbara Oil Co. 2.15% 42,500 $5.6M
25 Virginia Wealth Management Group, INC. 2.11% 30,033 $3.9M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More sellers than buyers — 48% buying: Last quarter: 1,052 funds reduced or exited vs 962 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EMR holders?

Elite ownership — 51% AUM from top-100 funds: 66 of 2185 holders are among the 100 largest funds by AUM, controlling 51% 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: 1,536 out of 2,193 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.

Is it too late to buy Emerson Elec Co (EMR) following the 2026 Q1 hedge fund 13F filings?

As of today, EMR has moved +7.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +329.7% for the XLI sector ETF — an outperformance of -322.2%. Since the quarter end (March 31, 2026), EMR has gained +9.2% vs +8.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →