13FPulse
EM

EMR EMERSON ELECTRIC CO

2026Q2 · CUSIP 291011104 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
2,241
Institutions that reported holding it to the SEC
Net increase in holders
+35
Last quarter 2,206 → now 2,241
How unusual is that
Top 10%
Stronger buying than 91% of US stocks
What the filings say, in one paragraph

2,241 funds held EMR at the end of 2026Q2, up 35 from the quarter before. That is stronger buying than 91.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $18.6B(YoY +4.8%), the P/E is 32.6x, return on equity is 12.7%. EMR has had 27 buying rushes in its history, and the price moved +7.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=1135 2013Q4: holders=1215 2014Q1: holders=1216 2014Q2: holders=1234 2014Q3: holders=1206 2014Q4: holders=1268 2015Q1: holders=1246 2015Q2: holders=1256 2015Q3: holders=1183 2015Q4: holders=1207 2016Q1: holders=1234 2016Q2: holders=1229 2016Q3: holders=1204 2016Q4: holders=1263 2017Q1: holders=1282 2017Q2: holders=1264 2017Q3: holders=1275 2017Q4: holders=1367 2018Q1: holders=1424 2018Q2: holders=1416 2018Q3: holders=1414 2018Q4: holders=1399 2019Q1: holders=1459 2019Q2: holders=1399 2019Q3: holders=1385 2019Q4: holders=1509 2020Q1: holders=1344 2020Q2: holders=1391 2020Q3: holders=1454 2020Q4: holders=1590 2021Q1: holders=1681 2021Q2: holders=1695 2021Q3: holders=1685 2021Q4: holders=1796 2022Q1: holders=1792 2022Q2: holders=1722 2022Q3: holders=1672 2022Q4: holders=1788 2023Q1: holders=1753 2023Q2: holders=1777 2023Q3: holders=1800 2023Q4: holders=1864 2024Q1: holders=1957 2024Q2: holders=1951 2024Q3: holders=1947 2024Q4: holders=2121 2025Q1: holders=2071 2025Q2: holders=2137 2025Q3: holders=2104 2025Q4: holders=2218 2026Q1: holders=2206 2026Q2: holders=2241 -174 -87 +0 +87 +174 102116882354 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 27 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2025Q4 Top 5% -11.8%
2025Q2 Top 5% -2.8% +15.6%
2024Q4 Top 5% -1.8% +7.8%
2024Q1 Top 5% -7.5% +13.3%
2023Q4 Top 10% +6.8% -1.2%
2023Q3 Top 10% +20.4% +31.2%
2023Q2 Top 10% -7.8% +11.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
344
Change in large funds
+27
Total value they hold
$65.3B
Funds buying for the first time
194
Funds that sold out entirely
159
Price change that quarter
+12.7%
Funds holding puts (bearish)
32
Funds holding calls (bullish)
27

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
32.6
EPS (TTM)
$4.57
EPS YoY
-1.7%
Revenue (TTM)
$18.6B
Revenue YoY
+4.8%
Net margin
13.8%
ROE
12.7%
Debt ratio
51.7%
FCF (TTM)
$3.5B
Dividend (TTM)
$2.19
Quarterly Revenue & EPS
2021-09-30: EPS 1.11 2021-12-31: EPS 1.50 2022-03-31: EPS 1.13 2022-06-30: EPS 1.54 2022-09-30: EPS 1.24 2022-12-31: EPS 3.97 2023-03-31: EPS 1.38 2023-06-30: EPS 16.28 2023-09-30: EPS 1.29 2023-12-31: EPS 0.25 2024-03-31: EPS 0.87 2024-06-30: EPS 0.57 2024-09-30: EPS 1.73 2024-12-31: EPS 1.02 2025-03-31: EPS 0.86 2025-06-30: EPS 1.04 2025-09-30: EPS 1.12 2025-12-31: EPS 1.07 2026-03-31: EPS 1.10 2026-06-30: EPS 1.28 0B 2.5B 5.0B $B 0.00 8.95 17.91 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 28 3 21 38 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-812M105M1.0B 20162017201820192020202120222023202420252026
Latest quarter $694M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.