Position in EMR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,612,780,398
+$271,627,607 QoQ
Shares Held
19,941,844
+13.1% QoQ
Ownership
3.56%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 16.14121041163495.ToString("F0")%
Shared 0.ToString("F0")%
None 83.85878958836504.ToString("F0")%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Derivatives in EMR
reported options exposure · as of Sep 30, 2025CallValue
$7,083,720
CallShares
54,000
PutValue
$6,480,292
PutShares
49,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $17,798,448,521 across 57 Specialty Industrial Machinery names. EMR ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
12,083,030 | $4,321,737,337 | |
| 2 | PH |
Parker-Hannifin Corp
|
3,483,595 | $3,118,653,585 | |
| 3 | EMR |
Emerson Electric Co
This page
|
19,941,844 | $2,612,780,398 | |
| 4 | GEV |
GE Vernova Inc.
|
2,598,178 | $2,267,949,571 | |
| 5 | CMI |
Cummins Inc
|
1,757,248 | $945,434,566 | |
| 6 | ITW |
Illinois Tool Works Inc
|
3,005,659 | $782,342,977 | |
| 7 | DOV |
DOVER Corp
|
2,801,530 | $583,978,925 | |
| 8 | ROK |
Rockwell Automation, Inc
|
1,046,789 | $375,671,633 |
All Filings in EMR
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,612,780,398 | 19,941,844 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $2,341,152,791 | 17,639,789 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,480,292 | 49,400 | Put | Defined | 2026-02-03 | |
| 2025-09-30 | $7,083,720 | 54,000 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $2,189,149,679 | 16,688,136 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $3,439,914 | 25,800 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $2,553,712,018 | 19,153,319 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $7,519,812 | 56,400 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $7,729,620 | 70,500 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $9,725,068 | 88,700 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $1,883,788,865 | 17,181,584 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $11,277,630 | 91,000 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $14,673,312 | 118,400 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $2,239,490,569 | 18,070,609 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,949,408 | 118,400 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $1,979,249,091 | 18,096,819 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $9,952,670 | 91,000 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $2,167,561,805 | 19,676,487 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $10,024,560 | 91,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $13,042,944 | 118,400 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $2,289,779,780 | 20,188,501 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $6,521,650 | 57,500 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $8,506,500 | 75,000 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $3,893,200 | 40,000 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $5,567,276 | 57,200 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $1,746,671,230 | 17,945,867 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,862,800 | 40,000 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $1,664,152,950 | 17,232,608 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $5,523,804 | 57,200 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $3,615,600 | 40,000 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $5,170,308 | 57,200 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $1,473,698,579 | 16,303,779 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,194,888,163 | 13,712,281 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $4,339,572 | 49,800 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $3,485,600 | 40,000 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $1,607,230,576 | 16,731,528 | Shares | Defined | 2023-02-10 | |
| 2022-12-31 | $4,572,456 | 47,600 | Put | Defined | 2023-02-10 | |
| 2022-12-31 | $816,510 | 8,500 | Call | Defined | 2023-02-10 | |
| 2022-09-30 | $1,153,802,659 | 15,758,026 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $666,302 | 9,100 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $3,404,730 | 46,500 | Put | Defined | 2022-11-14 | |
| 2022-06-30 | $1,443,978,144 | 18,154,113 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $3,690,656 | 46,400 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $493,148 | 6,200 | Call | Defined | 2022-08-12 | |
| 2022-03-31 | $607,910 | 6,200 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $4,490,690 | 45,800 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $1,848,827,365 | 18,855,965 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,757,774 | 94,200 | Call | Defined | 2022-02-08 | |
| 2021-12-31 | $1,631,573,943 | 17,549,467 | Shares | Defined | 2022-02-08 | |
| 2021-12-31 | $14,986,764 | 161,200 | Put | Defined | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||