Public record / Tickers / EMR

EMR — EMERSON ELECTRIC CO

Both disclosure regimes on one name: who in Congress filed about EMR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
105
all PTR rows naming EMR
Members · 12m
3
2 buys · 2 sells · by trade date
Latest PTR
08-14
filed 2026-08-14
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kevin Hern · $250K–$500K

Purchase · traded 2021-05-18 → filed 2021-06-15. Ranked over every EMR row by the provable lower bound, never a point estimate.

3 members · 2 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

24 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

12 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 12 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EMR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EMR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-14Richard McCormick R–GA-7SaleTraded 07-30 +15d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-12-09Richard McCormick R–GA-7PurchaseTraded 11-05 +34d$1K–$15K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-17Richard McCormick R–GA-7PurchaseTraded 2023-03-15 LATE·917d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 105 ↗

Members active in EMR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing EMR in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Richard McCormick R–GA-72−$14.0K to $14.0K3
Alan Armstrong R–OK1$1.0K to $15.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

3 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Tudor Investment Corp 13Fnew+194,312 sh
2026-05-15Bridgewater Associates 13Fnew+133,973 sh
2026-05-15Gotham Asset Management 13Ftrim−7,335 sh
2026-05-14Caxton Associates 13Fadd+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of EMR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$5.5B1
2VANGUARD CAPITAL MANAGEMENT LLC$4.8B1
3STATE STREET CORP$3.6B1
4BANK OF AMERICA CORP /DE/$2.6B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$1.7B1
6GEODE CAPITAL MANAGEMENT, LLC$1.6B1
7MORGAN STANLEY$1.5B1
8WELLS FARGO & COMPANY/MN$1.3B1
9WELLINGTON MANAGEMENT GROUP LLP$1.3B1
10Fisher Asset Management, LLC$1.1B1
11Invesco Ltd.$1.1B1
12UBS Group AG$843M1
13Bank of New York Mellon Corp$827M1
14NORTHERN TRUST CORP$822M1
15STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$765M1
16NORDEA INVESTMENT MANAGEMENT AB$758M1
17SCHRODER INVESTMENT MANAGEMENT GROUP$755M1
18AMERIPRISE FINANCIAL INC$653M1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$580M1
20Newport Trust Company, LLC$571M1
21Legal & General Group Plc$546M1
22FMR LLC$541M1
23DIMENSIONAL FUND ADVISORS LP$526M1
24Nuveen, LLC$489M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$464M1
26Swedbank AB$437M1
27MASSACHUSETTS FINANCIAL SERVICES CO /MA/$427M1
28VANGUARD FIDUCIARY TRUST CO$414M1
291832 Asset Management L.P.$354M1
30MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$339M1
31Amundi$331M1
32RAYMOND JAMES FINANCIAL INC$304M1
33ROYAL BANK OF CANADA$297M1
34Janus Henderson Group Ltd.$289M1
35Sumitomo Mitsui Trust Group, Inc.$267M1
36KING LUTHER CAPITAL MANAGEMENT CORP$261M1
37US BANCORP \DE\$254M1
38Bank Julius Baer & Co. Ltd, Zurich$234M1
39Guinness Asset Management LTD$227M1
40ENVESTNET ASSET MANAGEMENT INC$222M1
41Sarasin & Partners LLP$216M1
42Swiss National Bank$216M1
43Clearbridge Investments, LLC$214M1
44HSBC HOLDINGS PLC$209M1
45DEUTSCHE BANK AG\$204M1
46ALLIANCEBERNSTEIN L.P.$192M1
47National Pension Service$181M1
48CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$178M1
49Phoenix Financial Ltd.$173M1
50Mitsubishi UFJ Asset Management Co., Ltd.$171M1
51Vontobel Holding Ltd.$168M1
52Rockefeller Capital Management L.P.$161M1
53Vanguard Global Advisers, LLC$161M1
54Clean Energy Transition LLP$160M1
55TRUIST FINANCIAL CORP$159M1
56LPL Financial LLC$157M1
57ProShare Advisors LLC$156M1
58Robeco Institutional Asset Management B.V.$140M1
59VANGUARD ASSET MANAGEMENT, Ltd$139M1
60BARCLAYS PLC$131M1
61KEYBANK NATIONAL ASSOCIATION/OH$130M1
62BRANDES INVESTMENT PARTNERS, LP$125M1
63DnB Asset Management AS$121M1
64CITADEL ADVISORS LLC$117M1
65FIFTH THIRD BANCORP$115M1
66Corient Private Wealth LLC$113M1
67Quilter Plc$108M1
68STIFEL FINANCIAL CORP$105M1
69Cerity Partners LLC$103M1
70NEW YORK STATE COMMON RETIREMENT FUND$102M1
71LAZARD ASSET MANAGEMENT LLC$101M1
72HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$97.2M1
73MANUFACTURERS LIFE INSURANCE COMPANY, THE$96.9M1
74SCOTIA CAPITAL INC.$95.7M1
75Baird Financial Group, Inc.$94.6M1
76Capital Research Global Investors$92.6M1
77Perpetual Ltd$92.3M1
78D. E. Shaw & Co., Inc.$92.0M1
79J. Safra Sarasin Holding AG$89.6M1
80WORLDQUANT MILLENNIUM ADVISORS LLC$88.1M1
81HighTower Advisors, LLC$87.4M1
82FIRST TRUST ADVISORS LP$82.6M1
83PRINCIPAL FINANCIAL GROUP INC$81.8M1
84COMMERCE BANK$74.6M1
85BANK OF MONTREAL /CAN/$73.9M1
86Aberdeen Group plc$71.7M1
87Mariner, LLC$70.3M1
88Candriam S.C.A.$68.4M1
89AVIVA PLC$64.1M1
90STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$63.4M1
91James Hambro & Partners LLP$63.4M1
92CITIGROUP INC$62.7M1
93MACKENZIE FINANCIAL CORP$62.3M1
94Quantinno Capital Management LP$61.3M1
95NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$59.9M1
96Universal- Beteiligungs- und Servicegesellschaft mbH$59.6M1
97NOMURA ASSET MANAGEMENT CO LTD$59.4M1
98M&T BANK CORP$55.7M1
99COMMONWEALTH EQUITY SERVICES, LLC$55.6M1
100ADAGE CAPITAL PARTNERS GP, L.L.C.$55.5M1
101NewEdge Advisors, LLC$55.2M1
102Allspring Global Investments Holdings, LLC$54.2M1
103Retirement Systems of Alabama$53.6M1
104Korea Investment CORP$53.3M1
105BLAIR WILLIAM & CO/IL$51.1M1
106EASTERN BANK$50.0M1
107Vest Financial, LLC$47.7M1
108NATIONAL BANK OF CANADA /FI/$47.5M1
109KLP KAPITALFORVALTNING AS$46.9M1
110Focus Partners Wealth$46.5M1
111Squarepoint Ops LLC$46.0M1
112Calamos Advisors LLC$45.0M1
113LGT Group Foundation$44.9M1
114MERCER GLOBAL ADVISORS INC /ADV$44.6M1
115DANSKE BANK A/S$43.5M1
116Cetera Investment Advisers$43.2M1
117ABSHER WEALTH MANAGEMENT, LLC$42.8M1
118BNP Paribas Asset Management Holding S.A.$42.6M1
119Eurizon Capital SGR S.p.A.$42.3M1
120EXCHANGE TRADED CONCEPTS, LLC$42.1M1
121DEPRINCE RACE & ZOLLO INC$41.4M1
122BERKSHIRE ASSET MANAGEMENT LLC/PA$41.4M1
123STATE OF WISCONSIN INVESTMENT BOARD$40.8M1
124Covea Finance$39.6M1
125Plancorp, LLC$39.1M1
126TOCQUEVILLE ASSET MANAGEMENT L.P.$39.0M1
127&PARTNERS$38.9M1
128CIBC Bancorp USA Inc.$38.8M1
129APG Asset Management N.V.$38.0M1
130Chevy Chase Trust Holdings, LLC$37.2M1
131Assenagon Asset Management S.A.$37.1M1
132Creative Planning$36.9M1
133PRUDENTIAL FINANCIAL INC$36.8M1
134CI INVESTMENTS INC.$36.7M1
135Groupe la Francaise$36.3M1
136Zurcher Kantonalbank (Zurich Cantonalbank)$36.1M1
137Asset Management One Co., Ltd.$35.9M1
138ROYAL LONDON ASSET MANAGEMENT LTD$35.1M1
139Allianz Asset Management GmbH$35.0M1
140BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$34.4M1
141Vanguard Investments Australia, Ltd.$34.3M1
142VICTORY CAPITAL MANAGEMENT INC$34.1M1
143Pictet Asset Management Holding SA$33.6M1
144Kestra Advisory Services, LLC$33.4M1
145JOHN G ULLMAN & ASSOCIATES INC$32.8M1
146CLIFFORD SWAN INVESTMENT COUNSEL LLC$32.3M1
147Sanctuary Advisors, LLC$32.1M1
148PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$31.7M1
149FRANKLIN RESOURCES INC$31.5M1
150TD ASSET MANAGEMENT INC$31.3M1
151VOYA INVESTMENT MANAGEMENT LLC$30.9M1
152SUMMITRY LLC$30.9M1
153Connor, Clark & Lunn Investment Management Ltd.$30.5M1
154Mitsubishi UFJ Trust & Banking Corp$30.1M1
155FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$29.3M1
156Lansforsakringar Fondforvaltning AB (publ)$28.9M1
157DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$28.8M1
158Y-Intercept (Hong Kong) Ltd$28.7M1
159OSAIC HOLDINGS, INC.$28.5M1
160Tredje AP-fonden$28.5M1
161Gotham Asset Management, LLC$27.7M1
162Midwest Trust Co$27.2M1
163NISA INVESTMENT ADVISORS, LLC$26.9M1
164Epoch Investment Partners, Inc.$26.7M1
165Modera Wealth Management, LLC$25.7M1
166TUDOR INVESTMENT CORP ET AL$25.5M1
167State of New Jersey Common Pension Fund D$25.0M1
168NOVARE CAPITAL MANAGEMENT LLC$24.6M1
169FEDERATED HERMES, INC.$24.2M1
170O'SHAUGHNESSY ASSET MANAGEMENT, LLC$24.1M1
171FARMERS & MERCHANTS INVESTMENTS INC$24.1M1
172Resona Asset Management Co.,Ltd.$24.0M1
173OPPENHEIMER ASSET MANAGEMENT INC.$23.3M1
174Crossmark Global Holdings, Inc.$23.1M1
175ZACKS INVESTMENT MANAGEMENT$22.9M1
176TORONTO DOMINION BANK$22.8M1
177GREAT LAKES ADVISORS, LLC$22.7M1
178National Mutual Insurance Federation of Agricultural Cooperatives$22.4M1
179OFI INVEST ASSET MANAGEMENT$22.3M1
180AMERICAN CENTURY COMPANIES INC$21.7M1
181PARSONS CAPITAL MANAGEMENT INC/RI$21.6M1
182U.S. Capital Wealth Advisors, LLC$21.6M1
183FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$21.3M1
184Daiwa Securities Group Inc.$20.9M1
185Lido Advisors, LLC$20.9M1
186WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$20.9M1
187AQR CAPITAL MANAGEMENT LLC$20.7M1
188Equitable Holdings, Inc.$20.6M1
189FLPUTNAM INVESTMENT MANAGEMENT CO$20.5M1
190SEI INVESTMENTS CO$20.4M1
191Foster Victor Wealth Advisors, LLC$20.3M1
192Arizona State Retirement System$20.2M1
193Czech National Bank$20.1M1
194GLENMEDE TRUST CO NA$20.0M1
195Stack Financial Management, Inc$19.8M1
196FIDUCIARY TRUST CO$19.4M1
197STATE OF MICHIGAN RETIREMENT SYSTEM$19.2M1
198MONETA GROUP INVESTMENT ADVISORS LLC$19.2M1
199BAHL & GAYNOR INC$19.1M1
200CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$18.5M1
201Willis Investment Counsel$18.3M1
202BROWN ADVISORY INC$18.1M1
203Rodgers Brothers Inc.$18.1M1
204Cresset Asset Management, LLC$17.8M1
205KORNITZER CAPITAL MANAGEMENT INC /KS$17.8M1
206CIBC Asset Management Inc$17.6M1
207Bridgewater Associates, LP$17.6M1
208Guardian Partners Inc.$17.5M1
209D.A. DAVIDSON & CO.$17.4M1
210JB Capital LLC$17.3M1
211Federation des caisses Desjardins du Quebec$17.2M1
212MetLife Investment Management, LLC$17.2M1
213COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$17.2M1
214AE Wealth Management LLC$16.8M1
215Varma Mutual Pension Insurance Co$16.7M1
216REGIONS FINANCIAL CORP$16.4M1
217Mirae Asset Global Investments Co., Ltd.$16.2M1
218St. James Investment Company, LLC$16.2M1
219PRUDENTIAL PLC$16.1M1
220Richard C. Young & CO., LTD.$16.1M1
221KESTRA PRIVATE WEALTH SERVICES, LLC$15.7M1
222ADELL HARRIMAN & CARPENTER INC$15.7M1
223GW HENSSLER & ASSOCIATES LTD$15.6M1
224Carnegie Investment Counsel$15.4M1
225Peak Asset Management, LLC$15.1M1
226Andra AP-fonden$14.9M1
227Pinnacle Financial Partners, Inc.$14.7M1
228FOUNDATIONS INVESTMENT ADVISORS, LLC$14.7M1
229YOUSIF CAPITAL MANAGEMENT, LLC$14.6M1
230Ensign Peak Advisors, Inc$14.6M1
231WELCH & FORBES LLC$14.5M1
232FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$14.4M1
233DELTA ASSET MANAGEMENT LLC/TN$14.2M1
234CIBC WORLD MARKET INC.$14.2M1
235Visionary Wealth Advisors$14.1M1
236Talbot Financial, LLC$13.9M1
237Regents Gate Capital LLP$13.9M1
238TCTC Holdings, LLC$13.7M1
239GHP Investment Advisors, Inc.$13.6M1
240Intesa Sanpaolo S.p.A.$13.6M1
241UNITED CAPITAL FINANCIAL ADVISORS, LLC$13.6M1
242MAI Capital Management$13.6M1
243STEPHENS INC /AR/$13.5M1
244ISTHMUS PARTNERS, LLC$13.5M1
245CANADA PENSION PLAN INVESTMENT BOARD$13.4M1
246DAVENPORT & Co LLC$13.3M1
247NISSAY ASSET MANAGEMENT CORP /JAPAN$13.3M1
248QRG CAPITAL MANAGEMENT, INC.$13.3M1
249ING GROEP NV$13.2M1
250STRATEGY ASSET MANAGERS LLC$13.2M1
251TEACHER RETIREMENT SYSTEM OF TEXAS$13.1M1
252Vanguard Personalized Indexing Management, LLC$13.1M1
253XPONANCE LLC$13.1M1
254Powszechne Towarzystwo Emerytalne Allianz Polska S.A.$13.1M1
255Beacon Pointe Advisors, LLC$13.1M1
256LMCG INVESTMENTS, LLC$12.9M1
257Moors & Cabot, Inc.$12.9M1
258Tidal Investments LLC$12.8M1
259MEYER HANDELMAN CO$12.8M1
260FORBES J M & CO LLP$12.8M1
261Eldred Rock Partners, LLC$12.7M1
262BARTLETT & CO. WEALTH MANAGEMENT LLC$12.6M1
263MML INVESTORS SERVICES, LLC$12.2M1
264Utah Retirement Systems$12.0M1
265SHELTON CAPITAL MANAGEMENT$12.0M1
266PUBLIC SECTOR PENSION INVESTMENT BOARD$11.9M1
267BECKER CAPITAL MANAGEMENT INC$11.8M1
268Cardinal Capital Management$11.6M1
269CAPITAL ADVISORS INC/OK$11.5M1
270Advisors Capital Management, LLC$11.5M1
271ASR Vermogensbeheer N.V.$11.5M1
272OPPENHEIMER & CO INC$11.5M1
273EDMOND DE ROTHSCHILD HOLDING S.A.$11.4M1
274Woodline Partners LP$11.4M1
275Dynamic Advisor Solutions LLC$11.4M1
276TD Waterhouse Canada Inc.$11.3M1
277Ethic Inc.$11.3M1
278JOHNSON INVESTMENT COUNSEL INC$11.2M1
279Henshaw Capital LLC$11.1M1
280Cornerstone Advisors, LLC$11.1M1
281Empowered Funds, LLC$11.1M1
282NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.0M1
283CENTRAL TRUST Co$10.6M1
284ZEVIN ASSET MANAGEMENT LLC$10.5M1
285WEDGE CAPITAL MANAGEMENT L L P/NC$10.5M1
286NEOS Investment Management LLC$10.5M1
287ALLIANZ SE$10.5M1
288Biondo Investment Advisors, LLC$10.4M1
289BANK OF NOVA SCOTIA$10.3M1
290NorthCrest Asset Manangement, LLC$10.3M1
291Rakuten Investment Management, Inc.$10.3M1
292Pathstone Holdings, LLC$10.3M1
293Advanced Asset Management Advisors Inc$10.3M1
294LS Investment Advisors, LLC$10.2M1
295ADVOCATE GROUP LLC$10.2M1
296GUYASUTA INVESTMENT ADVISORS INC$10.1M1
297Boston Common Asset Management, LLC$10.1M1
298Choate Investment Advisors$10.0M1
299AG2R LA MONDIALE GESTION D'ACTIFS$9.9M1
300Ramsay, Stattman, Vela & Price, Inc.$9.9M1
301Sumitomo Mitsui DS Asset Management Company, Ltd$9.8M1
302JENSEN INVESTMENT MANAGEMENT INC$9.8M1
303GUGGENHEIM CAPITAL LLC$9.7M1
304BAR HARBOR WEALTH MANAGEMENT$9.6M1
305LYNCH & ASSOCIATES/IN$9.5M1
306Radnor Capital Management, LLC$9.5M1
307KANAWHA CAPITAL MANAGEMENT LLC$9.4M1
308LBP AM SA$9.3M1
309Regal Investment Advisors LLC$9.2M1
310S-Bank Fund Management Ltd$9.2M1
311Swiss Life Asset Management Ltd$9.2M1
312FIRST NATIONAL BANK OF OMAHA$9.2M1
313Pallas Capital Advisors LLC$9.1M1
314Private Advisor Group, LLC$9.1M1
315Kimelman & Baird, LLC$9.0M1
316Steward Partners Investment Advisory, LLC$8.8M1
317LAFFER TENGLER INVESTMENTS, INC.$8.8M1
318Azimuth Capital Investment Management LLC$8.6M1
319DAYMARK WEALTH PARTNERS, LLC$8.6M1
320MAIRS & POWER INC$8.5M1
321OREGON PUBLIC EMPLOYEES RETIREMENT FUND$8.4M1
322Elo Mutual Pension Insurance Co$8.4M1
323Prospera Financial Services Inc$8.4M1
324Sky Investment Group LLC$8.3M1
325Iowa State Bank$8.3M1
326Community Financial Services Group, LLC$8.3M1
327IFM Investors Pty Ltd$8.3M1
328Man Group plc$8.3M1
329ROCKLAND TRUST CO$8.2M1
330BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$8.2M1
331GLOBALT Investments LLC / GA$8.1M1
332ABN AMRO INVESTMENT SOLUTIONS$8.0M1
333Clearstead Advisors, LLC$8.0M1
334FIRST MANHATTAN CO. LLC.$7.9M1
335MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.8M1
336Addenda Capital Inc.$7.7M1
337Glenview Trust Co$7.6M1
338Cornerstone Wealth Management, LLC$7.6M1
339OP Asset Management Ltd$7.5M1
340MONARCH CAPITAL MANAGEMENT INC$7.4M1
341WOODMONT INVESTMENT COUNSEL LLC$7.4M1
342Atria Investments, Inc$7.3M1
343Wealthfront Advisers LLC$7.3M1
344NATIXIS$7.2M1
345Concurrent Investment Advisors, LLC$7.2M1
346Morningstar Investment Management LLC$7.2M1
347L. Roy Papp & Associates, LLP$7.1M1
348PARK NATIONAL CORP /OH/$7.1M1
349Aventail Capital Group, LP$7.0M1
350PINNACLE ASSOCIATES LTD$7.0M1
351Robeco Schweiz AG$6.9M1
352MACQUARIE GROUP LTD$6.9M1
353USS Investment Management Ltd$6.9M1
354CULLINAN ASSOCIATES INC$6.8M1
355HEADINVEST, LLC$6.8M1
356LMG Wealth Partners, LLC$6.7M1
357Capital Investment Counsel, LLC$6.7M1
358DIVERSIFY WEALTH MANAGEMENT, LLC$6.6M1
359Greystone Financial Group, LLC$6.6M1
360ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$6.6M1
361Mandatum Life Insurance Co Ltd$6.6M1
362MOTCO$6.5M1
363SouthState Bank Corp$6.4M1
364Siemens Fonds Invest GmbH$6.4M1
365Strategic Advisors LLC$6.4M1
366Hilton Capital Management, LLC$6.3M1
367VAN STRUM & TOWNE INC.$6.2M1
368MANNING & NAPIER ADVISORS LLC$6.2M1
369Krilogy Financial LLC$6.1M1
370Banco Santander, S.A.$6.1M1
371UniSuper Management Pty Ltd$6.1M1
372Orion Porfolio Solutions, LLC$6.0M1
373Geneos Wealth Management Inc.$6.0M1
374Dai-ichi Life Insurance Company, Ltd$6.0M1
375WORMSER FRERES GESTION$6.0M1
376CREDIT AGRICOLE S A$5.8M1
377Haverford Trust Co$5.7M1
378UMB Bank, n.a.$5.7M1
379Wilmington Savings Fund Society, FSB$5.7M1
380Meiji Yasuda Asset Management Co Ltd.$5.6M1
381BONNESS ENTERPRISES INC$5.6M1
382Kesler, Norman & Wride, LLC$5.6M1
383Barbara Oil Co.$5.6M1
384Royal Fund Management, LLC$5.5M1
385BENJAMIN EDWARDS INC$5.5M1
386Jain Global LLC$5.5M1
387LEAVELL INVESTMENT MANAGEMENT, INC.$5.5M1
388Cannell & Spears LLC$5.4M1
389SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.4M1
390Walleye Trading LLC$5.4M1
391PENINSULA ASSET MANAGEMENT INC$5.3M1
392CITIZENS FINANCIAL GROUP INC/RI$5.3M1
393Investment Management Corp of Ontario$5.3M1
394EXENCIAL WEALTH ADVISORS, LLC$5.3M1
395Stonebridge Financial Group, LLC$5.3M1
396Snowden Capital Advisors LLC$5.2M1
397BANK OF NOVA SCOTIA TRUST CO$5.2M1
398First Nebraska Trust Co$5.2M1
399Sound View Wealth Advisors Group, LLC$5.2M1
400GUARDIAN CAPITAL LP$5.2M1
401Principle Wealth Partners LLC$5.1M1
402Mengis Capital Management, Inc.$5.1M1
403FIRST NATIONAL TRUST CO$5.1M1
404CHOREO, LLC$5.1M1
405Rafferty Asset Management, LLC$5.0M1
406HM PAYSON & CO$5.0M1
407PITTENGER & ANDERSON INC$5.0M1
408CAMBIENT FAMILY OFFICE, LLC$5.0M1
409ALPINE WOODS CAPITAL INVESTORS, LLC$4.9M1
410ALKEME WEALTH, LLC$4.9M1
411ASSOCIATED BANC-CORP$4.9M1
412WealthPlan Investment Management, LLC$4.9M1
413NAPLES GLOBAL ADVISORS, LLC$4.8M1
414Marble Harbor Investment Counsel, LLC$4.8M1
415EVERETT HARRIS & CO /CA/$4.7M1
416Murphy Pohlad Asset Management LLC$4.7M1
417WealthBridge Capital Management, LLC$4.7M1
418XML Financial, LLC$4.7M1
419BAILARD, INC.$4.6M1
420EP Wealth Advisors, LLC$4.6M1
421AZZAD ASSET MANAGEMENT INC /ADV$4.6M1
422Leo Wealth, LLC$4.6M1
423SMA Capital LLC$4.6M1
424Norinchukin Bank, The$4.6M1
425RWA WEALTH PARTNERS, LLC$4.5M1
426Danica Pension, Livsforsikringsaktieselskab$4.5M1
427NORTHCAPE WEALTH MANAGEMENT, LLC$4.5M1
428MIZUHO SECURITIES USA LLC$4.5M1
429Argyle Capital Management, LLC$4.4M1
430WINDWARD CAPITAL MANAGEMENT CO /CA$4.4M1
431MONTAG A & ASSOCIATES INC$4.4M1
432OMERS ADMINISTRATION Corp$4.3M1
433Generali Asset Management SPA SGR$4.3M1
434LOWE BROCKENBROUGH & CO INC$4.3M1
435Verition Fund Management LLC$4.3M1
436Palisade Asset Management, LLC$4.2M1
437Vertrix Wealth Management, LLC$4.2M1
438HARTFORD INVESTMENT MANAGEMENT CO$4.2M1
439BRADLEY FOSTER & SARGENT INC/CT$4.2M1
440JONES FINANCIAL COMPANIES LLLP$4.2M1
441Gibraltar Capital Management, Inc.$4.2M1
442MGO ONE SEVEN LLC$4.1M1
443Occidental Asset Management, LLC$4.1M1
444Bleakley Financial Group, LLC$4.1M1
445Summit Trail Advisors, LLC$4.1M1
446SIMON QUICK ADVISORS, LLC$4.1M1
447NICHOLS & PRATT ADVISERS LLP /MA$4.1M1
448Savant Capital, LLC$4.0M1
449Sequoia Financial Advisors, LLC$4.0M1
450Diversified Trust Co$4.0M1
451Penobscot Investment Management Company, Inc.$4.0M1
452M&G Plc$4.0M1
453Capital Asset Advisory Services LLC$4.0M1
454VIRGINIA WEALTH MANAGEMENT GROUP, INC.$3.9M1
455TRUE Private Wealth Advisors$3.9M1
456Drexel Morgan & Co.$3.9M1
457Evercore Wealth Management, LLC$3.9M1
458HB Wealth Management, LLC$3.9M1
459Waverly Advisors, LLC$3.9M1
460Samjo Management, LLC$3.9M1
461180 WEALTH ADVISORS, LLC$3.8M1
462Birch Hill Investment Advisors LLC$3.8M1
463Apollon Wealth Management, LLC$3.8M1
464GREAT VALLEY ADVISOR GROUP, INC.$3.8M1
465Cornell Pochily Investment Advisors, Inc.$3.8M1
466Summit Financial, LLC$3.8M1
467GREENWOOD CAPITAL ASSOCIATES LLC$3.8M1
468Chesley Taft & Associates LLC$3.8M1
469ADVISORTRUST PARTNERS, LLC$3.8M1
470Rossmore Private Capital$3.8M1
471Kinloch Capital, LLC$3.8M1
472Merit Financial Group, LLC$3.7M1
473Curi Capital, LLC$3.7M1
474Caldwell Trust Co$3.7M1
475Maryland State Retirement & Pension System$3.7M1
476Keebeck Wealth Management$3.7M1
477Ameritas Investment Partners, Inc.$3.7M1
478NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.7M1
479JANE STREET GROUP, LLC$3.6M1
480Lynch Asset Management, Inc.$3.6M1
481Laird Norton Wetherby Trust Company, LLC$3.6M1
482KAVAR CAPITAL PARTNERS GROUP, LLC$3.6M1
483Mutual Advisors, LLC$3.6M1
484Advisors Asset Management, Inc.$3.6M1
485Linscomb Wealth, Inc.$3.6M1
486NOVEM GROUP$3.6M1
487ECOFI INVESTISSEMENTS SA$3.6M1
488Vident Advisory, LLC$3.6M1
489Allworth Financial LP$3.5M1
490Osmosis Investment Management UK Ltd$3.5M1
491Kingsview Wealth Management, LLC$3.5M1
492Composition Wealth, LLC$3.5M1
493HOWLAND CAPITAL MANAGEMENT LLC$3.5M1
494CWM, LLC$3.5M1
495NewEdge Wealth, LLC$3.4M1
496EagleClaw Capital Managment, LLC$3.4M1
497Vestmark Advisory Solutions, Inc.$3.4M1
498NICOLET BANKSHARES INC$3.4M1
499INTECH INVESTMENT MANAGEMENT LLC$3.4M1
500NOMURA HOLDINGS INC$3.4M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 2 sell
Congress net ($ bound)−$28.0K to $28.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on EMR

RETAINED WINDOW · ACTIVE HITS
Signal hits naming EMR
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for EMR · financials and macro

Financials — as filed PLANNED

EMR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: EMR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing