Emerson Electric Co.
MX ˙ BMV ˙ US2910111044
SecurityMX:EMR / Emerson Electric Co.
InstitutionPuzo Michael J
Latest Disclosed Ownership6,987 shares
Latest Disclosed Value $ 915,437
Puzo Michael J reports 18.63% decrease in ownership of EMR / Emerson Electric Co.

On May 7, 2026 - Puzo Michael J filed a 13F-HR form disclosing ownership of 6,987 shares of Emerson Electric Co. (MX:EMR) valued at $915,437 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 8,587 shares of Emerson Electric Co.. This represents a change in shares of -18.63% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F EMERSON ELECTRIC COM 291011104 6,987 -1,600 -18.63 915 -19.67 0.0402
2026-02-14 2025-12-31 13F EMERSON ELECTRIC COM 291011104 8,587 0 0.00 1,140 1.15 0.3102
2025-11-10 2025-09-30 13F EMERSON ELECTRIC COM 291011104 8,587 -40 -0.46 1,126 -2.09 0.3073
2025-07-23 2025-06-30 13F EMERSON ELECTRIC COM 291011104 8,627 -700 -7.51 1,150 12.52 0.3277
2025-04-21 2025-03-31 13F EMERSON ELECTRIC COM 291011104 9,327 -160 -1.69 1,023 -13.02 0.2930
2025-02-13 2024-12-31 13F EMERSON ELECTRIC COM 291011104 9,487 -325 -3.31 1,176 9.51 0.3287
2024-11-12 2024-09-30 13F EMERSON ELECTRIC COM 291011104 9,812 85 0.87 1,073 0.19 0.2805
2024-08-12 2024-06-30 13F EMERSON ELECTRIC COM 291011104 9,727 -390 -3.85 1,072 -6.63 0.2974
2024-05-13 2024-03-31 13F EMERSON ELECTRIC COM 291011104 10,117 -135 -1.32 1,147 15.05 0.3181
2024-02-14 2023-12-31 13F EMERSON ELECTRIC COM 291011104 10,252 -1,620 -13.65 998 -13.00 0.3169
2023-11-14 2023-09-30 13F EMERSON ELECTRIC COM 291011104 11,872 -1,375 -10.38 1,146 -4.26 0.3889
2023-08-11 2023-06-30 13F EMERSON ELECTRIC COM 291011104 13,247 -1,445 -9.84 1,197 -6.48 0.3790
2023-05-11 2023-03-31 13F EMERSON ELECTRIC COM 291011104 14,692 50 0.34 1,280 -8.96 0.4271
2023-02-09 2022-12-31 13F EMERSON ELECTRIC COM 291011104 14,642 0 0.00 1,407 31.16 0.5079
2022-11-08 2022-09-30 13F EMERSON ELECTRIC COM 291011104 14,642 0 0.00 1,072 -7.90 0.4075
2022-07-19 2022-06-30 13F EMERSON ELECTRIC COM 291011104 14,642 -300 -2.01 1,164 -20.55 0.4133
2022-05-17 2022-03-31 13F EMERSON ELECTRIC COM 291011104 14,942 -1,535 -9.32 1,465 -4.37 0.4409
2022-02-08 2021-12-31 13F EMERSON ELECTRIC COM 291011104 16,477 -250 -1.49 1,532 -2.79 0.4327
2021-11-10 2021-09-30 13F EMERSON ELECTRIC COM 291011104 16,727 -800 -4.56 1,576 -6.58 0.4995
2021-08-09 2021-06-30 13F EMERSON ELECTRIC COM 291011104 17,527 -2,100 -10.70 1,687 -4.74 0.5242
2021-05-17 2021-03-31 13F EMERSON ELECTRIC COM 291011104 19,627 -215 -1.08 1,771 11.03 0.5638
2021-02-16 2020-12-31 13F EMERSON ELECTRIC COM 291011104 19,842 0 0.00 1,595 22.69 0.5207
2020-10-28 2020-09-30 13F EMERSON ELECTRIC COM 291011104 19,842 -730 -3.55 1,300 1.88 0.4627
2020-07-28 2020-06-30 13F EMERSON ELECTRIC COM 291011104 20,572 -700 -3.29 1,276 25.84 0.4774
2020-05-07 2020-03-31 13F EMERSON ELECTRIC COM 291011104 21,272 0 0.00 1,014 -37.52 0.4462
2020-01-15 2019-12-31 13F EMERSON ELECTRIC COM 291011104 21,272 -100 -0.47 1,623 13.58 0.5808
2019-11-06 2019-09-30 13F EMERSON ELECTRIC COM 291011104 21,372 -200 -0.93 1,429 -0.63 0.5382
2019-07-24 2019-06-30 13F EMERSON ELECTRIC COM 291011104 21,572 2,750 14.61 1,438 11.65 0.5341
2019-05-01 2019-03-31 13F EMERSON ELECTRIC COM 291011104 18,822 -725 -3.71 1,288 10.37 0.5021
2019-01-24 2018-12-31 13F EMERSON ELECTRIC COM 291011104 19,547 -2 -0.01 1,167 -22.04 0.5185
2018-10-15 2018-09-30 13F EMERSON ELECTRIC COM 291011104 19,549 -265 -1.34 1,497 9.35 0.5648
2018-07-30 2018-06-30 13F EMERSON ELECTRIC COM 291011104 19,814 -912 -4.40 1,369 -3.32 0.5796
2018-04-24 2018-03-31 13F EMERSON ELECTRIC COM 291011104 20,726 0 0.00 1,416 -1.94 0.6032
2018-02-02 2017-12-31 13F EMERSON ELECTRIC COM 291011104 20,726 -358 -1.70 1,444 8.90 0.5951
2017-10-26 2017-09-30 13F EMERSON ELECTRIC COM 291011104 21,084 -1,000 -4.53 1,326 0.68 0.6900
2017-07-25 2017-06-30 13F EMERSON ELECTRIC COM 291011104 22,084 -2,330 -9.54 1,317 -9.92 0.7108
2017-05-16 2017-03-31 13F EMERSON ELECTRIC COM 291011104 24,414 -650 -2.59 1,462 4.73 0.8120
2017-02-14 2016-12-31 13F EMERSON ELECTRIC Common Stock 291011104 25,064 -5,285 -17.41 1,396 -15.60 0.8077
2016-11-16 2016-09-30 13F EMERSON ELECTRIC Common Stock 291011104 30,349 -3,861 -11.29 1,654 -7.29 0.9538
2016-08-08 2016-06-30 13F EMERSON ELECTRIC Common Stock 291011104 34,210 -8,287 -19.50 1,784 -22.84 1.1768
2016-05-27 2016-03-31 13F EMERSON ELECTRIC Common Stock 291011104 42,497 -11,238 -20.91 2,312 -10.07 1.5338
2016-02-12 2015-12-31 13F EMERSON ELECTRIC Common Stock 291011104 53,735 -17,143 -24.19 2,571 -17.89 1.7957
2015-11-13 2015-09-30 13F EMERSON ELECTRIC Common Stock 291011104 70,878 -3,834 -5.13 3,131 -24.37 2.2243
2015-08-10 2015-06-30 13F EMERSON ELECTRIC Common Stock 291011104 74,712 1,675 2.29 4,140 0.12 2.6675
2015-05-22 2015-03-31 13F EMERSON ELECTRIC Common Stock 291011104 73,037 1,120 1.56 4,135 -6.87 2.6411
2015-02-13 2014-12-31 13F EMERSON ELECTRIC Common Stock 291011104 71,917 -87 -0.12 4,440 -1.49 2.9142
2014-11-24 2014-09-30 13F EMERSON ELECTRIC Common Stock 291011104 72,004 -1,129 -1.54 4,507 -7.15 3.0926
2014-07-24 2014-06-30 13F EMERSON ELECTRIC Common Stock 291011104 73,133 -400 -0.54 4,854 -1.20 3.3674
2014-05-30 2014-03-31 13F EMERSON ELECTRIC Common Stock 291011104 73,533 -276 -0.37 4,913 -5.17 3.5365
2014-05-28 2013-12-31 13F EMERSON ELECTRIC Common Stock 291011104 73,809 75 0.10 5,181 8.59 3.7789
2013-11-18 2013-09-30 13F EMERSON ELECTRIC Common Stock 291011104 73,734 300 0.41 4,771 19.13 3.9890
2013-08-19 2013-06-30 13F EMERSON ELECTRIC Common Stock 291011104 73,434 0 0.00 4,005 -2.39 3.5158
2013-08-16 2013-03-31 13F EMERSON ELECTRIC Common Stock 291011104 73,434 -350 -0.47 4,103 5.02 3.5763
2013-08-16 2012-12-31 13F EMERSON ELECTRIC Common Stock 291011104 73,784 73,784 3,907 3.7278
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.