EMERSON ELEC CO

EMR Q1 2026 institutional ownership is a $57.4B book across 2,125 holders. BlackRock is the largest holder at $5.5B (41.8M shares, +0.4%, +$86M). Vanguard Capital Management $4.8B (36.5M shares, NEW); Vanguard Portfolio Management $1.7B (NEW); Vanguard Fiduciary Trust $414M (NEW) -- Vanguard total passive ~$6.9B across three entities after three-way split. State Street $3.6B (27.3M shares, -0.4%, -$74M). Bank of America $2.6B (19.9M shares, +10.4%, +$272M) -- one of the largest adds. JPMorgan $1.8B (14.9M shares, -25.9%, -$724M) -- the largest seller. Geode Capital $1.6B (12.5M shares, +0.6%, +$8M). Morgan Stanley $1.5B (11.7M shares, -1.2%, -$41M). Wells Fargo $1.3B (10.0M shares, -7.5%, -$133M). Wellington Management $1.3B (9.6M shares, -27.0%, -$461M). Fisher Asset $1.1B (8.5M shares, +21.8%, +$157M). MassFinancial $427M (3.2M shares, +64.2%, +$145M). Invesco $1.1B (8.3M shares, +6.6%, +$52M). Goldman Sachs $594M (4.5M shares, +8.6%, +$51M). UBS AM $580M (4.4M shares, +7.7%, +$45M). UBS Group $864M (6.6M shares, +0.6%, +$23M). BNY Mellon $827M (6.3M shares, +0.2%, +$5M). State Farm $765M (5.8M shares, UNCHANGED). Ameriprise $653M (5.0M shares, +37.1%, +$237M). Nordea $758M (6.0M shares, -6.6%, -$70M). Schroder Investment $755M (5.8M shares, -26.3%, -$235M). Northern Trust $822M (6.3M shares, -3.4%, -$33M). Newport Trust $571M (4.4M shares, -3.0%, -$24M). New positions: Vanguard three-way. The 75.50 whaleScore reflects AUM. Smart-money read: net-bearish. JPMorgan's -$724M (-25.9%) and Wellington's -$461M (-27.0%) dominate the seller cohort. Schroder -$235M and Wells Fargo -$133M add to active-manager de-risking of industrial exposure. Buyers (Bank of America +$272M, Fisher +$157M, MassFinancial +$145M, Ameriprise +$237M, Invesco +$52M, Goldman +$51M) are present but insufficient to offset the magnitude of reductions from large active managers. Net read: cautious-to-bearish on Emerson Electric (EMR) -- sector headwinds for industrial conglomerates driving active-manager rotations.