Who holds EMRticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

EMERSON ELEC CO · COM · quarter ended 2026-03-31 · 38 members disclosed EMR ↗

1,778

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$53.5B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

747

addsholders whose share count rose or who opened the position (new + add), by shares

163

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of EMR ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$5.5B	41,811,242	+1,186,980	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$4.8B	36,526,083	—	no prior
3	STATE STREET CORP	$3.6B	27,274,540	−208,900	trim
4	BANK OF AMERICA CORP /DE/	$2.6B	19,941,844	+2,302,055	add
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.7B	13,096,286	—	no prior
6	GEODE CAPITAL MANAGEMENT, LLC	$1.6B	12,546,905	+218,581	add
7	MORGAN STANLEY	$1.5B	11,650,062	−155,987	trim
8	WELLS FARGO & COMPANY/MN	$1.3B	9,964,935	−875,174	trim
9	WELLINGTON MANAGEMENT GROUP LLP	$1.3B	9,618,055	−3,353,823	trim
10	Fisher Asset Management, LLC	$1.1B	8,480,019	+1,288,901	add
11	Invesco Ltd.	$1.1B	8,347,801	+497,297	add
12	UBS Group AG	$843M	6,430,904	+407,086	add
13	Bank of New York Mellon Corp	$827M	6,315,661	+117,513	add
14	NORTHERN TRUST CORP	$822M	6,271,073	−168,765	trim
15	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$765M	5,838,867	0	no change
16	NORDEA INVESTMENT MANAGEMENT AB	$758M	5,976,070	−201,271	trim
17	SCHRODER INVESTMENT MANAGEMENT GROUP	$755M	5,762,140	−1,699,587	trim
18	AMERIPRISE FINANCIAL INC	$653M	4,982,305	+1,848,714	add
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$580M	4,425,843	+393,298	add
20	Newport Trust Company, LLC	$571M	4,360,053	−123,661	trim
21	Legal & General Group Plc	$546M	4,165,222	+50,752	add
22	FMR LLC	$541M	4,130,229	+50,354	add
23	DIMENSIONAL FUND ADVISORS LP	$526M	4,014,569	+156,570	add
24	Nuveen, LLC	$489M	3,730,005	−1,967,305	trim
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$464M	3,541,657	+81,720	add
26	Swedbank AB	$437M	3,332,429	+221,632	add
27	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$427M	3,173,181	+1,048,006	add
28	VANGUARD FIDUCIARY TRUST CO	$414M	3,163,314	—	no prior
29	1832 Asset Management L.P.	$354M	2,703,627	−709,691	trim
30	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$339M	2,589,541	+262,017	add
31	Amundi	$331M	2,526,341	+317,594	add
32	RAYMOND JAMES FINANCIAL INC	$304M	2,351,253	+277,025	add
33	ROYAL BANK OF CANADA	$297M	2,270,471	−262,087	trim
34	Janus Henderson Group Ltd.	$289M	2,207,707	+1,079,665	add
35	Sumitomo Mitsui Trust Group, Inc.	$267M	2,034,712	−54,635	trim
36	KING LUTHER CAPITAL MANAGEMENT CORP	$261M	1,993,673	+670	add
37	US BANCORP \DE\	$254M	1,939,393	−20,765	trim
38	Bank Julius Baer & Co. Ltd, Zurich	$234M	1,811,452	+103,579	add
39	Guinness Asset Management LTD	$227M	1,735,563	−113,685	trim
40	ENVESTNET ASSET MANAGEMENT INC	$222M	1,692,527	+120,199	add
41	Sarasin & Partners LLP	$216M	1,651,372	−598,563	trim
42	Swiss National Bank	$216M	1,648,700	+106,500	add
43	Clearbridge Investments, LLC	$214M	1,635,258	+50,942	add
44	HSBC HOLDINGS PLC	$209M	1,597,789	−1,746,533	trim
45	DEUTSCHE BANK AG\	$204M	1,555,029	−55,315	trim
46	ALLIANCEBERNSTEIN L.P.	$192M	1,443,223	−490,770	trim
47	National Pension Service	$181M	1,382,959	+1,382,959	new
48	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$178M	1,360,140	+321,476	add
49	Phoenix Financial Ltd.	$173M	1,321,566	+1,314,656	add
50	Mitsubishi UFJ Asset Management Co., Ltd.	$171M	1,303,776	+89,546	add
51	Vontobel Holding Ltd.	$168M	1,279,230	+1,107,783	add
52	Rockefeller Capital Management L.P.	$161M	1,229,543	+72,669	add
53	Vanguard Global Advisers, LLC	$161M	1,229,078	—	no prior
54	Clean Energy Transition LLP	$160M	1,222,925	−128,299	trim
55	TRUIST FINANCIAL CORP	$159M	1,215,818	+30,658	add
56	LPL Financial LLC	$157M	1,201,556	+18,288	add
57	ProShare Advisors LLC	$156M	1,187,923	−133,989	trim
58	Robeco Institutional Asset Management B.V.	$140M	1,068,844	+231,432	add
59	VANGUARD ASSET MANAGEMENT, Ltd	$139M	1,059,547	—	no prior
60	BARCLAYS PLC	$131M	1,000,746	+214,503	add
61	KEYBANK NATIONAL ASSOCIATION/OH	$130M	988,630	+2,990	add
62	BRANDES INVESTMENT PARTNERS, LP	$125M	953,506	+45,424	add
63	DnB Asset Management AS	$121M	925,822	+51,924	add
64	CITADEL ADVISORS LLC	$117M	893,197	+735,067	add
65	FIFTH THIRD BANCORP	$115M	877,275	+452,738	add
66	Corient Private Wealth LLC	$113M	862,405	−994,946	trim
67	Quilter Plc	$108M	822,694	+18,356	add
68	STIFEL FINANCIAL CORP	$105M	801,056	−134,163	trim
69	Cerity Partners LLC	$103M	789,721	+6,000	add
70	NEW YORK STATE COMMON RETIREMENT FUND	$102M	775,399	+200	add
71	LAZARD ASSET MANAGEMENT LLC	$101M	768,633	+9,214	add
72	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$97.2M	741,499	+110,890	add
73	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$96.9M	739,544	−10,709	trim
74	SCOTIA CAPITAL INC.	$95.7M	730,127	−72,087	trim
75	Baird Financial Group, Inc.	$94.6M	722,256	+722,256	new
76	Capital Research Global Investors	$92.6M	707,140	+3,593	add
77	Perpetual Ltd	$92.3M	704,749	−113,510	trim
78	D. E. Shaw & Co., Inc.	$92.0M	702,311	+667,949	add
79	J. Safra Sarasin Holding AG	$89.6M	684,181	−24,396	trim
80	WORLDQUANT MILLENNIUM ADVISORS LLC	$88.1M	672,078	+550,976	add
81	HighTower Advisors, LLC	$87.4M	667,141	−29,322	trim
82	FIRST TRUST ADVISORS LP	$82.6M	630,502	+60,674	add
83	PRINCIPAL FINANCIAL GROUP INC	$81.8M	624,612	−22,703	trim
84	COMMERCE BANK	$74.6M	569,211	+73,263	add
85	BANK OF MONTREAL /CAN/	$73.9M	564,333	−74,853	trim
86	Aberdeen Group plc	$71.7M	547,504	+6,374	add
87	Mariner, LLC	$70.3M	536,646	−12,393	trim
88	Candriam S.C.A.	$68.4M	522,004	+3,970	add
89	AVIVA PLC	$64.1M	489,591	+13,875	add
90	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$63.4M	484,130	0	no change
91	James Hambro & Partners LLP	$63.4M	483,431	+276,840	add
92	CITIGROUP INC	$62.7M	478,224	+133,414	add
93	MACKENZIE FINANCIAL CORP	$62.3M	475,515	+95,385	add
94	Quantinno Capital Management LP	$61.3M	467,877	+46,975	add
95	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$59.9M	457,270	−2,522	trim
96	Universal- Beteiligungs- und Servicegesellschaft mbH	$59.6M	455,081	+38,085	add
97	NOMURA ASSET MANAGEMENT CO LTD	$59.4M	453,126	−17,370	trim
98	M&T BANK CORP	$55.7M	424,989	−13,730	trim
99	COMMONWEALTH EQUITY SERVICES, LLC	$55.6M	424,743	−33,778	trim
100	ADAGE CAPITAL PARTNERS GP, L.L.C.	$55.5M	423,505	−5,573	trim
101	NewEdge Advisors, LLC	$55.2M	421,545	+14,893	add
102	Allspring Global Investments Holdings, LLC	$54.2M	409,771	+11,339	add
103	Retirement Systems of Alabama	$53.6M	409,363	−169	trim
104	Korea Investment CORP	$53.3M	406,609	+93,742	add
105	BLAIR WILLIAM & CO/IL	$51.1M	389,990	+8,785	add
106	EASTERN BANK	$50.0M	381,993	−79,305	trim
107	Vest Financial, LLC	$47.7M	364,415	−31,111	trim
108	NATIONAL BANK OF CANADA /FI/	$47.5M	362,306	+37,088	add
109	KLP KAPITALFORVALTNING AS	$46.9M	357,913	+10,700	add
110	Focus Partners Wealth	$46.5M	354,800	−3,393	trim
111	Squarepoint Ops LLC	$46.0M	351,339	+296,642	add
112	Calamos Advisors LLC	$45.0M	343,549	+21,635	add
113	LGT Group Foundation	$44.9M	342,347	+22,630	add
114	MERCER GLOBAL ADVISORS INC /ADV	$44.6M	340,381	−1,727	trim
115	DANSKE BANK A/S	$43.5M	331,658	−126,818	trim
116	Cetera Investment Advisers	$43.2M	330,019	+3,906	add
117	ABSHER WEALTH MANAGEMENT, LLC	$42.8M	326,327	+76,875	add
118	BNP Paribas Asset Management Holding S.A.	$42.6M	326,172	+22,927	add
119	Eurizon Capital SGR S.p.A.	$42.3M	324,393	−53,846	trim
120	EXCHANGE TRADED CONCEPTS, LLC	$42.1M	321,008	+36,918	add
121	DEPRINCE RACE & ZOLLO INC	$41.4M	316,238	−34,876	trim
122	BERKSHIRE ASSET MANAGEMENT LLC/PA	$41.4M	316,076	−351	trim
123	STATE OF WISCONSIN INVESTMENT BOARD	$40.8M	311,102	+19,544	add
124	Covea Finance	$39.6M	302,599	−27,070	trim
125	Plancorp, LLC	$39.1M	271,981	−21,223	trim
126	TOCQUEVILLE ASSET MANAGEMENT L.P.	$39.0M	297,318	−3,084	trim
127	&PARTNERS	$38.9M	296,805	−12,688	trim
128	CIBC Bancorp USA Inc.	$38.8M	296,101	—	no prior
129	APG Asset Management N.V.	$38.0M	333,937	−1,928	trim
130	Chevy Chase Trust Holdings, LLC	$37.2M	284,125	−8,544	trim
131	Assenagon Asset Management S.A.	$37.1M	283,097	−265,726	trim
132	Creative Planning	$36.9M	281,876	+46,796	add
133	PRUDENTIAL FINANCIAL INC	$36.8M	280,662	−1,790	trim
134	CI INVESTMENTS INC.	$36.7M	279,875	−3,065	trim
135	Groupe la Francaise	$36.3M	277,003	+165,428	add
136	Zurcher Kantonalbank (Zurich Cantonalbank)	$36.1M	275,238	+275,238	new
137	Asset Management One Co., Ltd.	$35.9M	274,155	−7,204	trim
138	ROYAL LONDON ASSET MANAGEMENT LTD	$35.1M	268,108	+525	add
139	Allianz Asset Management GmbH	$35.0M	267,290	−16,631	trim
140	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$34.4M	262,665	+38,763	add
141	Vanguard Investments Australia, Ltd.	$34.3M	261,926	—	no prior
142	VICTORY CAPITAL MANAGEMENT INC	$34.1M	260,230	−5,435	trim
143	Pictet Asset Management Holding SA	$33.6M	256,438	−6,557	trim
144	Kestra Advisory Services, LLC	$33.4M	254,847	+16,955	add
145	JOHN G ULLMAN & ASSOCIATES INC	$32.8M	250,719	−26,722	trim
146	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$32.3M	246,310	−5,238	trim
147	Sanctuary Advisors, LLC	$32.1M	245,268	+15,189	add
148	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$31.7M	242,269	+1,594	add
149	FRANKLIN RESOURCES INC	$31.5M	240,574	−124,636	trim
150	TD ASSET MANAGEMENT INC	$31.3M	238,690	−9,065	trim
151	VOYA INVESTMENT MANAGEMENT LLC	$30.9M	236,153	−12,851	trim
152	SUMMITRY LLC	$30.9M	235,624	+175,130	add
153	Connor, Clark & Lunn Investment Management Ltd.	$30.5M	232,640	+189,604	add
154	Mitsubishi UFJ Trust & Banking Corp	$30.1M	229,493	+597	add
155	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$29.3M	223,323	−73,460	trim
156	Lansforsakringar Fondforvaltning AB (publ)	$28.9M	220,348	+1,492	add
157	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$28.8M	219,730	+30,886	add
158	Y-Intercept (Hong Kong) Ltd	$28.7M	218,790	+218,790	new
159	OSAIC HOLDINGS, INC.	$28.5M	217,573	−17,866	trim
160	Tredje AP-fonden	$28.5M	217,605	+28,587	add
161	Gotham Asset Management, LLC	$27.7M	211,504	−7,335	trim
162	Midwest Trust Co	$27.2M	207,376	+245	add
163	NISA INVESTMENT ADVISORS, LLC	$26.9M	205,678	−4,053	trim
164	Epoch Investment Partners, Inc.	$26.7M	203,608	−1,749	trim
165	Modera Wealth Management, LLC	$25.7M	196,327	−4,479	trim
166	TUDOR INVESTMENT CORP ET AL	$25.5M	194,312	+194,312	new
167	State of New Jersey Common Pension Fund D	$25.0M	190,699	+391	add
168	NOVARE CAPITAL MANAGEMENT LLC	$24.6M	187,538	−4,359	trim
169	FEDERATED HERMES, INC.	$24.2M	184,443	+4,365	add
170	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$24.1M	183,872	+16,931	add
171	FARMERS & MERCHANTS INVESTMENTS INC	$24.1M	183,571	+1,715	add
172	Resona Asset Management Co.,Ltd.	$24.0M	186,194	+1,692	add
173	OPPENHEIMER ASSET MANAGEMENT INC.	$23.3M	178,058	+1,897	add
174	Crossmark Global Holdings, Inc.	$23.1M	176,078	—	no prior
175	ZACKS INVESTMENT MANAGEMENT	$22.9M	175,131	−3,755	trim
176	TORONTO DOMINION BANK	$22.8M	174,363	−22,015	trim
177	GREAT LAKES ADVISORS, LLC	$22.7M	173,402	−132,631	trim
178	National Mutual Insurance Federation of Agricultural Cooperatives	$22.4M	170,800	0	no change
179	OFI INVEST ASSET MANAGEMENT	$22.3M	196,236	+183,866	add
180	AMERICAN CENTURY COMPANIES INC	$21.7M	165,642	−276,953	trim
181	PARSONS CAPITAL MANAGEMENT INC/RI	$21.6M	165,146	+131,750	add
182	U.S. Capital Wealth Advisors, LLC	$21.6M	164,834	+1,524	add
183	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$21.3M	162,417	+68,050	add
184	Daiwa Securities Group Inc.	$20.9M	159,864	+2,783	add
185	Lido Advisors, LLC	$20.9M	159,627	−20,723	trim
186	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$20.9M	236,761	−100,318	trim
187	AQR CAPITAL MANAGEMENT LLC	$20.7M	161,593	+28,695	add
188	Equitable Holdings, Inc.	$20.6M	156,552	+137,139	add
189	FLPUTNAM INVESTMENT MANAGEMENT CO	$20.5M	156,122	+5,809	add
190	SEI INVESTMENTS CO	$20.4M	155,989	+17,207	add
191	Foster Victor Wealth Advisors, LLC	$20.3M	140,520	+6,979	add
192	Arizona State Retirement System	$20.2M	153,943	−4,545	trim
193	Czech National Bank	$20.1M	153,058	+4,919	add
194	GLENMEDE TRUST CO NA	$20.0M	152,835	+519	add
195	Stack Financial Management, Inc	$19.8M	150,967	−1,034	trim
196	FIDUCIARY TRUST CO	$19.4M	148,182	−2,785	trim
197	STATE OF MICHIGAN RETIREMENT SYSTEM	$19.2M	146,820	−300	trim
198	MONETA GROUP INVESTMENT ADVISORS LLC	$19.2M	146,728	+2,375	add
199	BAHL & GAYNOR INC	$19.1M	145,657	−1,830	trim
200	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$18.5M	141,148	−176	trim
201	Willis Investment Counsel	$18.3M	139,600	0	no change
202	BROWN ADVISORY INC	$18.1M	138,435	−1,781	trim
203	Rodgers Brothers Inc.	$18.1M	138,052	−399	trim
204	Cresset Asset Management, LLC	$17.8M	135,884	−36,450	trim
205	KORNITZER CAPITAL MANAGEMENT INC /KS	$17.8M	135,545	−545	trim
206	CIBC Asset Management Inc	$17.6M	134,519	+2,031	add
207	Bridgewater Associates, LP	$17.6M	133,973	+133,973	new
208	Guardian Partners Inc.	$17.5M	132,889	−594	trim
209	D.A. DAVIDSON & CO.	$17.4M	132,489	+339	add
210	JB Capital LLC	$17.3M	132,295	+18,955	add
211	Federation des caisses Desjardins du Quebec	$17.2M	131,429	−5,391	trim
212	MetLife Investment Management, LLC	$17.2M	131,340	−3,364	trim
213	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$17.2M	130,914	+236	add
214	AE Wealth Management LLC	$16.8M	128,358	−27,574	trim
215	Varma Mutual Pension Insurance Co	$16.7M	127,095	0	no change
216	REGIONS FINANCIAL CORP	$16.4M	125,076	−6,727	trim
217	Mirae Asset Global Investments Co., Ltd.	$16.2M	123,899	+20,398	add
218	St. James Investment Company, LLC	$16.2M	123,879	+122	add
219	PRUDENTIAL PLC	$16.1M	123,096	+9,637	add
220	Richard C. Young & CO., LTD.	$16.1M	122,924	+1,125	add
221	KESTRA PRIVATE WEALTH SERVICES, LLC	$15.7M	119,588	−3,905	trim
222	ADELL HARRIMAN & CARPENTER INC	$15.7M	119,568	+2,048	add
223	GW HENSSLER & ASSOCIATES LTD	$15.6M	118,802	−67	trim
224	Carnegie Investment Counsel	$15.4M	117,867	−9,543	trim
225	Peak Asset Management, LLC	$15.1M	114,917	−2,467	trim
226	Andra AP-fonden	$14.9M	113,513	+64,113	add
227	Pinnacle Financial Partners, Inc.	$14.7M	112,396	+4,607	add
228	FOUNDATIONS INVESTMENT ADVISORS, LLC	$14.7M	111,912	+14,726	add
229	YOUSIF CAPITAL MANAGEMENT, LLC	$14.6M	111,317	−2,758	trim
230	Ensign Peak Advisors, Inc	$14.6M	111,052	+25,699	add
231	WELCH & FORBES LLC	$14.5M	110,476	−2,698	trim
232	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$14.4M	109,828	+22,624	add
233	DELTA ASSET MANAGEMENT LLC/TN	$14.2M	108,719	−2,221	trim
234	CIBC WORLD MARKET INC.	$14.2M	108,031	−19,119	trim
235	Visionary Wealth Advisors	$14.1M	107,559	+6,506	add
236	Talbot Financial, LLC	$13.9M	106,351	+1,095	add
237	Regents Gate Capital LLP	$13.9M	105,769	+71,736	add
238	TCTC Holdings, LLC	$13.7M	104,470	−684	trim
239	GHP Investment Advisors, Inc.	$13.6M	103,806	+2,901	add
240	Intesa Sanpaolo S.p.A.	$13.6M	103,660	+4,660	add
241	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$13.6M	103,640	+103,640	new
242	MAI Capital Management	$13.6M	103,633	+31,815	add
243	STEPHENS INC /AR/	$13.5M	102,299	+3,863	add
244	ISTHMUS PARTNERS, LLC	$13.5M	102,859	−7,336	trim
245	CANADA PENSION PLAN INVESTMENT BOARD	$13.4M	102,140	+26,910	add
246	DAVENPORT & Co LLC	$13.3M	101,739	+3,787	add
247	NISSAY ASSET MANAGEMENT CORP /JAPAN	$13.3M	101,625	+6,476	add
248	QRG CAPITAL MANAGEMENT, INC.	$13.3M	101,536	+7,099	add
249	ING GROEP NV	$13.2M	101,029	+37,837	add
250	STRATEGY ASSET MANAGERS LLC	$13.2M	100,494	−3,476	trim
251	TEACHER RETIREMENT SYSTEM OF TEXAS	$13.1M	100,080	−27,538	trim
252	Vanguard Personalized Indexing Management, LLC	$13.1M	100,065	+3,484	add
253	XPONANCE LLC	$13.1M	100,052	+13,591	add
254	Powszechne Towarzystwo Emerytalne Allianz Polska S.A.	$13.1M	100,000	0	no change
255	Beacon Pointe Advisors, LLC	$13.1M	99,989	+9,248	add
256	LMCG INVESTMENTS, LLC	$12.9M	98,554	+208	add
257	Moors & Cabot, Inc.	$12.9M	98,224	+50	add
258	Tidal Investments LLC	$12.8M	100,100	−728,308	trim
259	MEYER HANDELMAN CO	$12.8M	97,485	−155	trim
260	FORBES J M & CO LLP	$12.8M	97,470	+1,659	add
261	Eldred Rock Partners, LLC	$12.7M	97,196	+1,495	add
262	BARTLETT & CO. WEALTH MANAGEMENT LLC	$12.6M	92,782	−1,077	trim
263	MML INVESTORS SERVICES, LLC	$12.2M	92,964	−41,442	trim
264	Utah Retirement Systems	$12.0M	91,619	−1,521	trim
265	SHELTON CAPITAL MANAGEMENT	$12.0M	91,383	0	no change
266	PUBLIC SECTOR PENSION INVESTMENT BOARD	$11.9M	90,598	+17,776	add
267	BECKER CAPITAL MANAGEMENT INC	$11.8M	89,693	−5,977	trim
268	Cardinal Capital Management	$11.6M	88,824	+88,824	new
269	CAPITAL ADVISORS INC/OK	$11.5M	88,077	−340	trim
270	Advisors Capital Management, LLC	$11.5M	87,884	−298	trim
271	ASR Vermogensbeheer N.V.	$11.5M	87,537	+1,412	add
272	OPPENHEIMER & CO INC	$11.5M	87,425	−4,400	trim
273	EDMOND DE ROTHSCHILD HOLDING S.A.	$11.4M	87,238	−7,395	trim
274	Woodline Partners LP	$11.4M	86,735	+29,733	add
275	Dynamic Advisor Solutions LLC	$11.4M	86,643	+19,376	add
276	TD Waterhouse Canada Inc.	$11.3M	85,738	+8,432	add
277	Ethic Inc.	$11.3M	85,961	+8,966	add
278	JOHNSON INVESTMENT COUNSEL INC	$11.2M	85,102	−5,132	trim
279	Henshaw Capital LLC	$11.1M	85,000	—	no prior
280	Cornerstone Advisors, LLC	$11.1M	84,600	0	no change
281	Empowered Funds, LLC	$11.1M	84,525	+84,525	new
282	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$11.0M	83,747	+4,435	add
283	CENTRAL TRUST Co	$10.6M	81,047	+288	add
284	ZEVIN ASSET MANAGEMENT LLC	$10.5M	80,295	−27,956	trim
285	WEDGE CAPITAL MANAGEMENT L L P/NC	$10.5M	80,222	−237	trim
286	NEOS Investment Management LLC	$10.5M	80,147	−8,664	trim
287	ALLIANZ SE	$10.5M	79,838	−2,820	trim
288	Biondo Investment Advisors, LLC	$10.4M	79,450	+79,450	new
289	BANK OF NOVA SCOTIA	$10.3M	78,911	−20,550	trim
290	NorthCrest Asset Manangement, LLC	$10.3M	78,123	−71,715	trim
291	Rakuten Investment Management, Inc.	$10.3M	83,397	+9,450	add
292	Pathstone Holdings, LLC	$10.3M	78,470	−2,655	trim
293	Advanced Asset Management Advisors Inc	$10.3M	78,400	0	no change
294	LS Investment Advisors, LLC	$10.2M	78,185	−4,350	trim
295	ADVOCATE GROUP LLC	$10.2M	78,168	−267	trim
296	GUYASUTA INVESTMENT ADVISORS INC	$10.1M	77,396	−1,755	trim
297	Boston Common Asset Management, LLC	$10.1M	76,719	−24,846	trim
298	Choate Investment Advisors	$10.0M	76,652	−2,224	trim
299	AG2R LA MONDIALE GESTION D'ACTIFS	$9.9M	75,781	+52,658	add
300	Ramsay, Stattman, Vela & Price, Inc.	$9.9M	75,651	−271	trim
301	Sumitomo Mitsui DS Asset Management Company, Ltd	$9.8M	74,529	+1,460	add
302	JENSEN INVESTMENT MANAGEMENT INC	$9.8M	74,490	−410	trim
303	GUGGENHEIM CAPITAL LLC	$9.7M	73,931	−3,066	trim
304	BAR HARBOR WEALTH MANAGEMENT	$9.6M	73,367	−452	trim
305	LYNCH & ASSOCIATES/IN	$9.5M	72,821	−893	trim
306	Radnor Capital Management, LLC	$9.5M	72,580	+2,100	add
307	KANAWHA CAPITAL MANAGEMENT LLC	$9.4M	71,579	−641	trim
308	LBP AM SA	$9.3M	70,753	−93,696	trim
309	Regal Investment Advisors LLC	$9.2M	70,041	+321	add
310	S-Bank Fund Management Ltd	$9.2M	70,000	+42,000	add
311	Swiss Life Asset Management Ltd	$9.2M	69,944	+18,273	add
312	FIRST NATIONAL BANK OF OMAHA	$9.2M	73,981	−885	trim
313	Pallas Capital Advisors LLC	$9.1M	69,398	−4,189	trim
314	Private Advisor Group, LLC	$9.1M	69,213	+281	add
315	Kimelman & Baird, LLC	$9.0M	68,585	0	no change
316	Steward Partners Investment Advisory, LLC	$8.8M	67,494	−16,625	trim
317	LAFFER TENGLER INVESTMENTS, INC.	$8.8M	67,093	+2,260	add
318	Azimuth Capital Investment Management LLC	$8.6M	65,427	−2,896	trim
319	DAYMARK WEALTH PARTNERS, LLC	$8.6M	65,416	−1,245	trim
320	MAIRS & POWER INC	$8.5M	64,752	−2,164	trim
321	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$8.4M	64,291	−34	trim
322	Elo Mutual Pension Insurance Co	$8.4M	64,183	−2,057	trim
323	Prospera Financial Services Inc	$8.4M	63,997	−5,219	trim
324	Sky Investment Group LLC	$8.3M	63,604	+606	add
325	Iowa State Bank	$8.3M	63,519	−939	trim
326	Community Financial Services Group, LLC	$8.3M	62,786	+62,786	new
327	IFM Investors Pty Ltd	$8.3M	63,420	−1,245	trim
328	Man Group plc	$8.3M	63,063	−64,133	trim
329	ROCKLAND TRUST CO	$8.2M	62,746	−738	trim
330	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$8.2M	62,566	−857	trim
331	GLOBALT Investments LLC / GA	$8.1M	61,940	−1,962	trim
332	ABN AMRO INVESTMENT SOLUTIONS	$8.0M	61,183	+269	add
333	Clearstead Advisors, LLC	$8.0M	60,730	+20,100	add
334	FIRST MANHATTAN CO. LLC.	$7.9M	60,201	−2,931	trim
335	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.8M	59,793	−546	trim
336	Addenda Capital Inc.	$7.7M	58,500	0	no change
337	Glenview Trust Co	$7.6M	58,273	−3,823	trim
338	Cornerstone Wealth Management, LLC	$7.6M	57,706	+1,785	add
339	OP Asset Management Ltd	$7.5M	57,066	—	no prior
340	MONARCH CAPITAL MANAGEMENT INC	$7.4M	56,587	−649	trim
341	WOODMONT INVESTMENT COUNSEL LLC	$7.4M	56,527	+2,083	add
342	Atria Investments, Inc	$7.3M	55,890	+5,060	add
343	Wealthfront Advisers LLC	$7.3M	55,589	−7,516	trim
344	NATIXIS	$7.2M	55,139	−10,242	trim
345	Concurrent Investment Advisors, LLC	$7.2M	54,922	+340	add
346	Morningstar Investment Management LLC	$7.2M	54,671	−31,593	trim
347	L. Roy Papp & Associates, LLP	$7.1M	54,279	+76	add
348	PARK NATIONAL CORP /OH/	$7.1M	54,167	−628	trim
349	Aventail Capital Group, LP	$7.0M	53,784	−3,826	trim
350	PINNACLE ASSOCIATES LTD	$7.0M	53,188	−2,042	trim
351	Robeco Schweiz AG	$6.9M	52,825	0	no change
352	MACQUARIE GROUP LTD	$6.9M	52,388	−28,895	trim
353	USS Investment Management Ltd	$6.9M	52,349	0	no change
354	CULLINAN ASSOCIATES INC	$6.8M	51,897	−12,064	trim
355	HEADINVEST, LLC	$6.8M	51,602	−1,389	trim
356	LMG Wealth Partners, LLC	$6.7M	51,323	+802	add
357	Capital Investment Counsel, LLC	$6.7M	50,882	+884	add
358	DIVERSIFY WEALTH MANAGEMENT, LLC	$6.6M	48,652	+14,886	add
359	Greystone Financial Group, LLC	$6.6M	50,665	−33,221	trim
360	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$6.6M	50,459	−44,118	trim
361	Mandatum Life Insurance Co Ltd	$6.6M	50,000	0	no change
362	MOTCO	$6.5M	49,888	−157	trim
363	SouthState Bank Corp	$6.4M	49,218	−598	trim
364	Siemens Fonds Invest GmbH	$6.4M	49,168	+2,264	add
365	Strategic Advisors LLC	$6.4M	48,902	+32	add
366	Hilton Capital Management, LLC	$6.3M	48,049	+1,412	add
367	VAN STRUM & TOWNE INC.	$6.2M	47,579	−236	trim
368	MANNING & NAPIER ADVISORS LLC	$6.2M	47,035	−2,029	trim
369	Krilogy Financial LLC	$6.1M	43,774	+6,613	add
370	Banco Santander, S.A.	$6.1M	46,739	+8,940	add
371	UniSuper Management Pty Ltd	$6.1M	46,513	−316	trim
372	Orion Porfolio Solutions, LLC	$6.0M	45,972	−7,781	trim
373	Geneos Wealth Management Inc.	$6.0M	45,874	+1,874	add
374	Dai-ichi Life Insurance Company, Ltd	$6.0M	45,845	−858	trim
375	WORMSER FRERES GESTION	$6.0M	44,449	+42,147	add
376	CREDIT AGRICOLE S A	$5.8M	44,366	−25,700	trim
377	Haverford Trust Co	$5.7M	43,651	−693	trim
378	UMB Bank, n.a.	$5.7M	43,634	−2,255	trim
379	Wilmington Savings Fund Society, FSB	$5.7M	43,279	−266	trim
380	Meiji Yasuda Asset Management Co Ltd.	$5.6M	43,076	−6,663	trim
381	BONNESS ENTERPRISES INC	$5.6M	43,000	0	no change
382	Kesler, Norman & Wride, LLC	$5.6M	42,675	−139	trim
383	Barbara Oil Co.	$5.6M	42,500	0	no change
384	Royal Fund Management, LLC	$5.5M	42,191	+4,690	add
385	BENJAMIN EDWARDS INC	$5.5M	41,817	+762	add
386	Jain Global LLC	$5.5M	41,732	−209,415	trim
387	LEAVELL INVESTMENT MANAGEMENT, INC.	$5.5M	41,674	+695	add
388	Cannell & Spears LLC	$5.4M	41,568	−1,450	trim
389	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.4M	41,567	−53,089	trim
390	Walleye Trading LLC	$5.4M	40,903	+8,740	add
391	PENINSULA ASSET MANAGEMENT INC	$5.3M	40,700	−1,490	trim
392	CITIZENS FINANCIAL GROUP INC/RI	$5.3M	40,653	−953	trim
393	Investment Management Corp of Ontario	$5.3M	40,186	−28,153	trim
394	EXENCIAL WEALTH ADVISORS, LLC	$5.3M	40,108	−919	trim
395	Stonebridge Financial Group, LLC	$5.3M	40,078	+1,244	add
396	Snowden Capital Advisors LLC	$5.2M	39,877	+378	add
397	BANK OF NOVA SCOTIA TRUST CO	$5.2M	39,685	−4,640	trim
398	First Nebraska Trust Co	$5.2M	39,616	—	no prior
399	Sound View Wealth Advisors Group, LLC	$5.2M	39,404	−204	trim
400	GUARDIAN CAPITAL LP	$5.2M	39,360	+10,074	add
401	Principle Wealth Partners LLC	$5.1M	39,036	−178	trim
402	Mengis Capital Management, Inc.	$5.1M	38,884	0	no change
403	FIRST NATIONAL TRUST CO	$5.1M	38,764	+20,632	add
404	CHOREO, LLC	$5.1M	38,736	+2,496	add
405	Rafferty Asset Management, LLC	$5.0M	38,320	−14,403	trim
406	HM PAYSON & CO	$5.0M	38,083	+489	add
407	PITTENGER & ANDERSON INC	$5.0M	37,974	+65	add
408	CAMBIENT FAMILY OFFICE, LLC	$5.0M	37,927	−662	trim
409	ALPINE WOODS CAPITAL INVESTORS, LLC	$4.9M	37,765	+19,261	add
410	ALKEME WEALTH, LLC	$4.9M	37,744	−340	trim
411	ASSOCIATED BANC-CORP	$4.9M	37,581	−241	trim
412	WealthPlan Investment Management, LLC	$4.9M	37,504	−17,198	trim
413	NAPLES GLOBAL ADVISORS, LLC	$4.8M	36,719	+193	add
414	Marble Harbor Investment Counsel, LLC	$4.8M	36,705	−793	trim
415	EVERETT HARRIS & CO /CA/	$4.7M	36,067	−175	trim
416	Murphy Pohlad Asset Management LLC	$4.7M	35,795	−245	trim
417	WealthBridge Capital Management, LLC	$4.7M	35,724	−42	trim
418	XML Financial, LLC	$4.7M	35,568	−4,964	trim
419	BAILARD, INC.	$4.6M	35,471	+657	add
420	EP Wealth Advisors, LLC	$4.6M	35,320	−952	trim
421	AZZAD ASSET MANAGEMENT INC /ADV	$4.6M	35,125	−618	trim
422	Leo Wealth, LLC	$4.6M	35,024	+13,769	add
423	SMA Capital LLC	$4.6M	35,000	+35,000	new
424	Norinchukin Bank, The	$4.6M	34,829	+87	add
425	RWA WEALTH PARTNERS, LLC	$4.5M	34,236	+885	add
426	Danica Pension, Livsforsikringsaktieselskab	$4.5M	34,082	+34,082	new
427	NORTHCAPE WEALTH MANAGEMENT, LLC	$4.5M	34,045	+21	add
428	MIZUHO SECURITIES USA LLC	$4.5M	33,975	−6,932	trim
429	Argyle Capital Management, LLC	$4.4M	33,924	+100	add
430	WINDWARD CAPITAL MANAGEMENT CO /CA	$4.4M	33,438	+103	add
431	MONTAG A & ASSOCIATES INC	$4.4M	33,377	+2,286	add
432	OMERS ADMINISTRATION Corp	$4.3M	33,007	+12,528	add
433	Generali Asset Management SPA SGR	$4.3M	32,773	−991	trim
434	LOWE BROCKENBROUGH & CO INC	$4.3M	32,631	−209	trim
435	Verition Fund Management LLC	$4.3M	32,508	−33,719	trim
436	Palisade Asset Management, LLC	$4.2M	32,216	−50	trim
437	Vertrix Wealth Management, LLC	$4.2M	32,126	—	no prior
438	HARTFORD INVESTMENT MANAGEMENT CO	$4.2M	32,068	−382	trim
439	BRADLEY FOSTER & SARGENT INC/CT	$4.2M	31,941	−88	trim
440	JONES FINANCIAL COMPANIES LLLP	$4.2M	31,786	+1,132	add
441	Gibraltar Capital Management, Inc.	$4.2M	31,738	+5	add
442	MGO ONE SEVEN LLC	$4.1M	31,216	−782	trim
443	Occidental Asset Management, LLC	$4.1M	31,157	−8,863	trim
444	Bleakley Financial Group, LLC	$4.1M	31,090	+3,261	add
445	Summit Trail Advisors, LLC	$4.1M	31,062	+6,356	add
446	SIMON QUICK ADVISORS, LLC	$4.1M	30,992	−2,223	trim
447	NICHOLS & PRATT ADVISERS LLP /MA	$4.1M	30,987	−240	trim
448	Savant Capital, LLC	$4.0M	30,801	+10,074	add
449	Sequoia Financial Advisors, LLC	$4.0M	30,680	+2,929	add
450	Diversified Trust Co	$4.0M	30,557	−574	trim
451	Penobscot Investment Management Company, Inc.	$4.0M	30,472	−319	trim
452	M&G Plc	$4.0M	30,347	−112	trim
453	Capital Asset Advisory Services LLC	$4.0M	26,957	−5,070	trim
454	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$3.9M	30,033	+229	add
455	TRUE Private Wealth Advisors	$3.9M	29,955	+219	add
456	Drexel Morgan & Co.	$3.9M	29,904	0	no change
457	Evercore Wealth Management, LLC	$3.9M	29,900	−801	trim
458	HB Wealth Management, LLC	$3.9M	29,872	+1,761	add
459	Waverly Advisors, LLC	$3.9M	29,815	+79	add
460	Samjo Management, LLC	$3.9M	29,765	−7,100	trim
461	180 WEALTH ADVISORS, LLC	$3.8M	29,377	+588	add
462	Birch Hill Investment Advisors LLC	$3.8M	29,363	−100	trim
463	Apollon Wealth Management, LLC	$3.8M	29,319	−882	trim
464	GREAT VALLEY ADVISOR GROUP, INC.	$3.8M	29,212	+2,044	add
465	Cornell Pochily Investment Advisors, Inc.	$3.8M	29,174	−86	trim
466	Summit Financial, LLC	$3.8M	29,116	+951	add
467	GREENWOOD CAPITAL ASSOCIATES LLC	$3.8M	28,837	−429	trim
468	Chesley Taft & Associates LLC	$3.8M	28,748	−3,900	trim
469	ADVISORTRUST PARTNERS, LLC	$3.8M	28,731	+3,021	add
470	Rossmore Private Capital	$3.8M	28,705	0	no change
471	Kinloch Capital, LLC	$3.8M	28,683	−1,899	trim
472	Merit Financial Group, LLC	$3.7M	28,622	−74	trim
473	Curi Capital, LLC	$3.7M	28,569	−82	trim
474	Caldwell Trust Co	$3.7M	28,380	−1,413	trim
475	Maryland State Retirement & Pension System	$3.7M	28,097	0	no change
476	Keebeck Wealth Management	$3.7M	28,036	−6,358	trim
477	Ameritas Investment Partners, Inc.	$3.7M	28,030	−2,422	trim
478	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$3.7M	27,876	+27,876	new
479	JANE STREET GROUP, LLC	$3.6M	27,742	−14,508	trim
480	Lynch Asset Management, Inc.	$3.6M	27,500	0	no change
481	Laird Norton Wetherby Trust Company, LLC	$3.6M	27,471	−33	trim
482	KAVAR CAPITAL PARTNERS GROUP, LLC	$3.6M	27,442	−1,822	trim
483	Mutual Advisors, LLC	$3.6M	27,433	+2,434	add
484	Advisors Asset Management, Inc.	$3.6M	27,381	−8,314	trim
485	Linscomb Wealth, Inc.	$3.6M	27,355	−9,609	trim
486	NOVEM GROUP	$3.6M	27,296	+770	add
487	ECOFI INVESTISSEMENTS SA	$3.6M	27,300	−24,800	trim
488	Vident Advisory, LLC	$3.6M	27,203	+11,018	add
489	Allworth Financial LP	$3.5M	27,061	+1,818	add
490	Osmosis Investment Management UK Ltd	$3.5M	27,041	+437	add
491	Kingsview Wealth Management, LLC	$3.5M	26,907	−56,743	trim
492	Composition Wealth, LLC	$3.5M	26,824	+412	add
493	HOWLAND CAPITAL MANAGEMENT LLC	$3.5M	26,784	0	no change
494	CWM, LLC	$3.5M	26,695	−1,235	trim
495	NewEdge Wealth, LLC	$3.4M	26,305	+1,805	add
496	EagleClaw Capital Managment, LLC	$3.4M	26,226	−1,325	trim
497	Vestmark Advisory Solutions, Inc.	$3.4M	26,174	+19,171	add
498	NICOLET BANKSHARES INC	$3.4M	26,055	+26,055	new
499	INTECH INVESTMENT MANAGEMENT LLC	$3.4M	25,960	−28,365	trim
500	NOMURA HOLDINGS INC	$3.4M	25,895	+17,584	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · EMR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 1 Richard McCormick R–GA-7 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Tudor Investment Corp, Bridgewater Associates, Caxton Associates $45.7M held
Trimming: 1 Gotham Asset Management $27.7M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · EMERSON ELEC CO

Merged timeline of congressional filings and notable-manager moves on EMR
Date	Who	Change	Size
2026-08-14	Richard McCormick Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	new	+194,312 sh
2026-05-15	Bridgewater Associates 13F	new	+133,973 sh
2026-05-15	Gotham Asset Management 13F	trim	−7,335 sh
2026-05-14	Caxton Associates 13F	add	+11,209 sh

6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

38 members of Congress disclosed EMR — the congressional view ↗