Signals

EMR

113 in-universe funds with a nonzero position in EMR within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#5233
Score / z0.000 / -0.03
Consensus35.07 over 73 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-7% / 3.5d

Forensics

Clean as of 2026Q3
Accrual ratio-0.017
F-score
M-score
Net issuance-27.3%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-04 8-K 2.02, 9.01
2026-05-05 8-K 2.02, 5.02, 7.01, 9.01
2026-02-13 8-K 1.01, 2.03, 9.01
2026-02-06 8-K 5.07
2026-02-03 8-K 2.02, 9.01
2025-11-20 8-K 2.02, 9.01
2025-11-14 8-K 5.02
2025-11-05 8-K 2.02, 8.01, 9.01
2025-08-06 8-K 2.02, 9.01
2025-05-07 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-02-27 424B5 EMERSON ELECTRIC CO
2025-02-27 424B5 EMERSON ELECTRIC CO
2025-02-25 424B5 EMERSON ELECTRIC CO
2025-02-25 424B5 EMERSON ELECTRIC CO
2021-12-09 424B5 EMERSON ELECTRIC CO
2021-12-07 424B5 EMERSON ELECTRIC CO
2020-09-21 424B5 EMERSON ELECTRIC CO
2020-09-17 424B5 EMERSON ELECTRIC CO
2020-04-28 424B5 EMERSON ELECTRIC CO
2020-04-27 424B5 EMERSON ELECTRIC CO
Showing the 10 most recent.

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,883.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,408.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 568.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 375.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 250.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 206.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 115.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 96.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 94.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 87.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Employees Provident Fund Board CIK 0001600177 0.852 68 78.1 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 58.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 47.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 38.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 28.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 27.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 23.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 17.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 16.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. CIK 0002053628 0.898 10 11.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 9.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
ALLIANZ SE CIK 0001127508 0.910 519 9.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 7.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 7.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABN AMRO Bank N.V. CIK 0001561082 0.622 231 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Nebraska Trust Co CIK 2134841 0.657 231 3.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Caldwell Trust Co CIK 0002080218 0.488 811 3.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 1.6 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 1.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 1.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 1.5 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
ANB BANK CIK 0002067126 0.446 127 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 1.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Farmers National Bank CIK 0001632966 0.440 180 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
American State Bank (Iowa) CIK 0002122473 0.272 139 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFR Capital, LLC. CIK 0002059325 0.284 165 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Old North State Trust, LLC CIK 0001760444 0.248 151 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Manske Wealth Management CIK 0002095143 0.466 226 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finivi Inc. CIK 0002101641 0.183 111 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just EMR). Qtrs Held counts distinct quarters this fund has actually held EMR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EMR position size. Δ columns are the percentage-point change in EMR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status