Emerson Electric (NYSE: EMR) is a global industrial technology leader focused on automation solutions, process control, and industrial software. Shares recently traded around $137 per share, giving Emerson a market value of roughly $76.8B.
As Emerson continues to concentrate its portfolio around higher margin automation and software driven businesses, examining institutional ownership and insider activity offers insight into how large investors appear to be viewing the company’s long term earnings durability and valuation.
Who Are Emerson’s Top Shareholders?
Emerson’s shareholder base is led by large institutional investors that tend to hold through market cycles, which can help keep long term ownership stable. Recent activity among active managers shows a mix of incremental buying and trimming rather than aggressive repositioning.
- The Vanguard Group: 54,087,141 shares (9.63%), ~$7.39B value. Added 196,054 shares (+0.36%).
- State Street Investment Management: 26,941,553 shares (4.80%), ~$3.68B value. Cut 111,466 shares (-0.41%).
- BlackRock Institutional Trust Company: 25,696,734 shares (4.57%), ~$3.51B value. Added 350,692 shares (+1.38%).
- J.P. Morgan Asset Management: 15,939,868 shares (2.84%), ~$2.18B value. Added 6,118,826 shares (+62.30%).
- Wellington Management: 13,935,263 shares (2.48%), ~$1.90B value. Cut 942,566 shares (-6.34%).
- Geode Capital Management: 12,251,836 shares (2.18%), ~$1.67B value. Added 108,479 shares (+0.89%).
For investors, this ownership mix suggests Emerson remains firmly supported by long term institutional capital, while active managers appear selective at current valuation levels rather than broadly increasing exposure.
Hedge Fund Highlights
One notable move last quarter came from Squarepoint Ops LLC, the multi strategy firm founded by Jens Modin, which increased its stake in Emerson by over 820%, bringing total holdings to roughly $165M value.
Jane Street Group, co founded by Rob Granieri, Marc Gerstein, Michael Jenkins, and Tim Reynolds, also sharply increased its position, boosting holdings by more than 2,200% to about $17M value, which may indicate growing interest from quantitative strategies as Emerson’s business mix evolves.
Bridgewater Associates, led by founder Ray Dalio, raised its Emerson position by nearly 390%, bringing total holdings to roughly $5.7M value, a modest allocation that suggests Emerson has re entered Bridgewater’s opportunity set.
Meanwhile, Adage Capital Partners, founded by Robert Atchinson and Phillip Gross, increased its Emerson stake by about 135%, now holding approximately $58M value, which may reflect confidence in Emerson’s long term earnings durability as automation and software become a larger share of the business. For investors, hedge fund positioning appears selective and targeted rather than broadly aggressive.
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Emerson’s Recent Insider Trades
Recent insider filings show several small transactions that appear mixed and modest relative to Emerson’s overall share count.
- Ram R. Krishnan (Officer): Sold 39,492 shares and acquired 39,492 shares on 12/9/25 at prices near market levels.
- Michael J. Baughman (Officer): Sold 4,000 shares on 12/7/25 at prices near market levels.
- Surendralal Lanca Karsanbhai (Officer & Director): Sold and acquired shares across multiple transactions between 11/24/25 and 12/3/25 at prices ranging from roughly $45.50 to $133, resulting in no meaningful net change.
It appears insider activity is mixed and limited in scale, with transactions that may reflect personal exposure management rather than a clear directional signal, and for investors these trades do not materially alter the broader ownership picture.
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What the Ownership & Insider Trade Data Tell Us
Emerson’s ownership structure remains anchored by large institutional investors, providing stability in the shareholder base. Hedge fund activity shows selective accumulation, while insider trades appear measured and mixed.
Taken together, it appears investors continue to view Emerson as a high quality industrial and automation business with dependable cash flow, though both institutions and insiders seem cautious about adding aggressively at current valuation levels.
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