艾默生電氣公司
MX ˙ BMV ˙ US2910111044
SecurityMX:EMR / Emerson Electric Co.
InstitutionRichard C. Young & CO., LTD.
Latest Disclosed Ownership122,924 shares
Latest Disclosed Value $ 16,105,460
Richard C. Young & CO., LTD. reports 0.92% increase in ownership of EMR / Emerson Electric Co.

On May 7, 2026 - Richard C. Young & CO., LTD. filed a 13F-HR form disclosing ownership of 122,924 shares of Emerson Electric Co. (MX:EMR) valued at $16,105,460 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 121,799 shares of Emerson Electric Co.. This represents a change in shares of 0.92% 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 Elec COM 291011104 122,924 1,125 0.92 16,105 -0.37 1.3341
2026-01-29 2025-12-31 13F Emerson Elec COM 291011104 121,799 1,073 0.89 16,165 2.08 1.4484
2025-11-12 2025-09-30 13F Emerson Elec COM 291011104 120,726 -776 -0.64 15,837 -2.24 1.4710
2025-08-07 2025-06-30 13F Emerson Elec COM 291011104 121,502 2,528 2.12 16,200 24.19 1.6006
2025-05-02 2025-03-31 13F Emerson Elec COM 291011104 118,974 -155 -0.13 13,044 -11.64 1.4013
2025-01-28 2024-12-31 13F Emerson Elec COM 291011104 119,129 780 0.66 14,764 14.06 1.6084
2024-11-07 2024-09-30 13F Emerson Elec COM 291011104 118,349 2,257 1.94 12,944 1.21 1.4137
2024-08-08 2024-06-30 13F Emerson Elec COM 291011104 116,092 1,293 1.13 12,789 -1.78 1.5546
2024-05-08 2024-03-31 13F Emerson Elec COM 291011104 114,799 1,137 1.00 13,021 17.70 1.6347
2024-02-12 2023-12-31 13F Emerson Elec COM 291011104 113,662 5,277 4.87 11,063 5.69 1.4829
2023-11-13 2023-09-30 13F Emerson Elec COM 291011104 108,385 1,753 1.64 10,467 8.59 1.4902
2023-08-08 2023-06-30 13F Emerson Elec COM 291011104 106,632 4,163 4.06 9,638 7.94 1.3239
2023-05-12 2023-03-31 13F Emerson Elec COM 291011104 102,469 5,662 5.85 8,929 -3.98 1.2296
2023-02-10 2022-12-31 13F Emerson Elec COM 291011104 96,807 2,450 2.60 9,299 34.59 1.2378
2022-11-10 2022-09-30 13F Emerson Elec COM 291011104 94,357 3,020 3.31 6,909 -4.90 1.0567
2022-08-03 2022-06-30 13F Emerson Elec COM 291011104 91,337 5,821 6.81 7,265 -13.36 0.9415
2022-05-06 2022-03-31 13F Emerson Elec COM 291011104 85,516 28,619 50.30 8,385 58.51 1.0709
2022-02-11 2021-12-31 13F Emerson Elec COM 291011104 56,897 3,100 5.76 5,290 4.38 0.6668
2021-11-10 2021-09-30 13F Emerson Elec COM 291011104 53,797 -554 -1.02 5,068 -3.12 0.6957
2021-08-11 2021-06-30 13F Emerson Elec COM 291011104 54,351 -154 -0.28 5,231 6.39 0.6648
2021-05-13 2021-03-31 13F Emerson Elec COM 291011104 54,505 -567 -1.03 4,917 11.09 0.6531
2021-02-12 2020-12-31 13F Emerson Elec COM 291011104 55,072 -678 -1.22 4,426 21.09 0.6738
2020-11-12 2020-09-30 13F Emerson Elec COM 291011104 55,750 -1,206 -2.12 3,655 3.45 0.5891
2020-08-13 2020-06-30 13F Emerson Elec COM 291011104 56,956 -1,515 -2.59 3,533 26.81 0.5884
2020-05-11 2020-03-31 13F Emerson Elec COM 291011104 58,471 3,848 7.04 2,786 -33.13 0.5401
2020-02-12 2019-12-31 13F Emerson Elec COM 291011104 54,623 3,678 7.22 4,166 22.31 0.6940
2019-10-29 2019-09-30 13F Emerson Elec COM 291011104 50,945 3,023 6.31 3,406 6.54 0.6123
2019-08-06 2019-06-30 13F Emerson Elec COM 291011104 47,922 3,076 6.86 3,197 4.10 0.6060
2019-05-09 2019-03-31 13F Emerson Elec COM 291011104 44,846 2,060 4.81 3,071 20.15 0.5862
2019-02-13 2018-12-31 13F Emerson Elec COM 291011104 42,786 1,538 3.73 2,556 -19.09 0.5456
2018-11-14 2018-09-30 13F Emerson Elec COM 291011104 41,248 1,017 2.53 3,159 13.55 0.6009
2018-08-10 2018-06-30 13F Emerson Elec COM 291011104 40,231 -1,190 -2.87 2,782 -1.66 0.5607
2018-05-08 2018-03-31 13F Emerson Elec COM 291011104 41,421 2,200 5.61 2,829 3.51 0.5628
2018-02-13 2017-12-31 13F Emerson Elec COM 291011104 39,221 3,507 9.82 2,733 21.79 0.5148
2017-11-09 2017-09-30 13F Emerson Elec COM 291011104 35,714 2,053 6.10 2,244 11.81 0.4247
2017-08-10 2017-06-30 13F Emerson Elec COM 291011104 33,661 3,495 11.59 2,007 11.13 0.3931
2017-05-12 2017-03-31 13F Emerson Elec COM 291011104 30,166 6,771 28.94 1,806 38.50 0.3567
2017-02-10 2016-12-31 13F Emerson Elec COM 291011104 23,395 4,727 25.32 1,304 28.09 0.2745
2016-11-14 2016-09-30 13F Emerson Elec COM 291011104 18,668 1,674 9.85 1,018 14.90 0.2200
2016-08-11 2016-06-30 13F Emerson Elec COM 291011104 16,994 2,994 21.39 886 16.43 0.1964
2016-05-10 2016-03-31 13F Emerson Elec COM 291011104 14,000 2,855 25.62 761 42.78 0.1713
2016-02-08 2015-12-31 13F Emerson Elec COM 291011104 11,145 4,726 73.63 533 87.68 0.1213
2015-11-10 2015-09-30 13F Emerson Elec COM 291011104 6,419 1,846 40.37 284 12.25 0.0703
2015-08-11 2015-06-30 13F Emerson Elec COM 291011104 4,573 4,573 253 0.0570
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.