undamentalytics Newsletter

Emerson Electric: which funds bought and sold

Institutions that bought and sold Emerson Electric shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 1,037 institutions that filed 13F reports for both quarters added to or opened positions in Emerson Electric, and 885 cut or closed them. Together they sold a net 3.2M shares, −0.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.3M shares (+4.6%); index fund managers were net buyers of 2.0M shares (+1.4%). 159 opened a new position and 88 sold out entirely.

Bought, Q2 2026 1,037 institutions, 159 of them new holders Sold, Q2 2026 885 institutions, 88 of them sold out
Net change, all compared −3.2M shares (−0.7%)
Net change, active managers +2.3M shares (+4.6%), 31 bought, 43 sold

Buyers versus sellers

institutions compared, 2,325
Active managers and hedge funds 31 bought · 43 sold · +2.3M
Index fund managers 9 bought · 3 sold · +2.0M
Other institutions 997 bought · 839 sold · −7.5M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Price T Rowe Associates Inc Active manager +5.9M +212.1% 8.7M $1.3B
Assenagon Asset Management S.A. +1.6M +568.2% 1.9M $271M
Blackrock, Inc. Index funds +1.5M +3.5% 43.3M $6.2B
Fisher Asset Management, LLC Active manager +947K +11.2% 9.4M $1.3B
Point72 Asset Management, L.P. Hedge fund +558K New position 558K $79.8M
Canoe Financial LP +481K +196.0% 726K $104M
State Street Corp Index funds +404K +1.5% 27.7M $4B
Pfa Pension, Forsikringsaktieselskab +370K New position 370K $52.9M
Morgan Stanley +361K +3.1% 12.0M $1.7B
UBS Group AG +354K +5.5% 6.8M $971M
Goldman Sachs Group Inc +336K +7.4% 4.8M $694M
Walleye Capital LLC Hedge fund +334K +4738.1% 341K $48.9M
Swedbank AB +315K +9.5% 3.6M $522M
Dimensional Fund Advisors LP +256K +6.4% 4.3M $611M
Quantinno Capital Management LP +247K +52.8% 715K $102M
Citigroup Inc +242K +50.7% 720K $103M
Ameriprise Financial Inc +222K +4.4% 5.2M $745M
Arax Advisory Partners +217K +1943.3% 228K $32.7M
Vanguard Portfolio Management LLC Index funds +216K +1.7% 13.3M $1.9B
Mirae Asset Global Etfs Holdings Ltd. +215K +8.3% 2.8M $401M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jpmorgan Chase & Co −4.1M −27.8% 10.8M $1.5B
Bank Of New York Mellon Corp −1.7M −27.1% 4.6M $659M
Bank Of America Corp −1.6M −7.9% 18.4M $2.6B
Invesco Ltd. −1.4M −16.4% 7.0M $999M
Schroder Investment Management Group Active manager −1.3M −22.1% 4.5M $642M
Wellington Management Group LLP Active manager −1.2M −12.0% 8.5M $1.2B
Bank Julius Baer & Co. Ltd, Zurich −789K −43.5% 1.0M $146M
Nordea Investment Management AB −769K −12.9% 5.2M $746M
Capital Research Global Investors Active manager −707K Sold out 0 —
1832 Asset Management L.P. −579K −21.4% 2.1M $304M
Lord, Abbett & Co. LLC −553K Sold out 0 —
Amundi −507K −20.1% 2.0M $289M
Citadel Advisors LLC Hedge fund −440K −49.3% 453K $64.9M
Nuveen, LLC −346K −9.3% 3.4M $484M
Squarepoint Ops LLC Hedge fund −325K −92.4% 27K $3.8M
Worldquant Millennium Advisors LLC Hedge fund −319K −47.4% 353K $50.6M
Clearbridge Investments, LLC Active manager −291K −17.8% 1.3M $192M
Mackenzie Financial Corp −261K −54.8% 215K $30.7M
SG Americas Securities, LLC −250K −35.0% 464K $66.5M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −248K −5.6% 4.2M $598M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Capital Research Global InvestorsActive manager 707K $92.6M
Lord, Abbett & Co. LLC 553K $72.4M
Regents Gate Capital LLP 106K $13.9M
Dupont Capital Management Corp 75K $9.9M
Aventail Capital Group, LP 54K $7M
Arrowstreet Capital, Limited PartnershipHedge fund 50K $6.6M
Sma Capital LLC 35K $4.6M
Verition Fund Management LLCHedge fund 33K $4.3M
Ecofi Investissements SA 27K $3.6M
Graham Capital Management, L.P.Hedge fund 25K $3.2M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
2,275
Ten largest holders
42.1%
of 13F-reported shares
Index fund managers
32.3%
of 13F-reported shares
Active managers and hedge funds
11.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 31 43 10 8 +2.3M +4.6%
Index fund managers 9 3 0 0 +2.0M +1.4%
Other institutions 997 839 149 80 −7.5M −3.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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