Position in EMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$208,960,631
-$381,678 QoQ
Shares Held
1,459,732
-8.6% QoQ
Ownership
0.262%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#48
of 2,282 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Derivatives in EMR
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$42,945
PutShares
300
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 Jun 30, 2026HSBC HOLDINGS PLC holds $3,944,101,448 across 37 Specialty Industrial Machinery names. EMR ranks #10 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
698,890 | $821,097,902 | |
| 2 | CMI |
Cummins Inc
|
661,625 | $471,877,562 | |
| 3 | ETN |
Eaton Corp plc
|
831,505 | $354,320,906 | |
| 4 | XYL |
Xylem Inc.
|
2,705,479 | $319,814,669 | |
| 5 | AME |
Ametek Inc/
|
1,250,040 | $302,434,673 | |
| 6 | ROK |
Rockwell Automation, Inc
|
472,888 | $234,117,386 | |
| 7 | PH |
Parker-Hannifin Corp
|
234,789 | $229,651,813 | |
| 8 | DOV |
DOVER Corp
|
941,695 | $211,203,350 |
All Filings in EMR
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,945 | 300 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $208,960,631 | 1,459,732 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $39,306 | 300 | Put | Defined | 2026-04-30 | |
| 2026-03-31 | $209,342,309 | 1,597,789 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $221,929,199 | 1,672,161 | Shares | Defined | 2026-03-06 | |
| 2025-09-30 | $141,323,620 | 1,077,326 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $133,330 | 1,000 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $136,545,780 | 1,024,119 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $139,201,016 | 1,269,619 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $109,640 | 1,000 | Put | Sole | 2025-05-14 | |
| 2024-12-31 | $159,234,550 | 1,284,875 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $123,930 | 1,000 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $109,370 | 1,000 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $145,491,401 | 1,330,268 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $159,332,552 | 1,446,374 | Shares | Sole | 2024-08-12 | |
| 2024-06-30 | $110,160 | 1,000 | Put | Sole | 2024-08-12 | |
| 2024-03-31 | $113,420 | 1,000 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $125,073,675 | 1,102,748 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $91,604,267 | 941,172 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $8,380,113 | 86,100 | Put | Sole | 2024-02-12 | |
| 2023-12-31 | $1,615,678 | 16,600 | Call | Defined | 2024-02-12 | |
| 2023-09-30 | $1,670,661 | 17,300 | Call | Defined | 2023-11-13 | |
| 2023-09-30 | $8,643,015 | 89,500 | Put | Defined | 2023-11-13 | |
| 2023-09-30 | $82,432,824 | 853,607 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,900,086 | 87,400 | Put | Sole | 2023-08-11 | |
| 2023-06-30 | $88,543,057 | 979,567 | Shares | Sole | 2023-08-11 | |
| 2023-06-30 | $1,500,474 | 16,600 | Call | Defined | 2023-08-11 | |
| 2023-03-31 | $7,023,484 | 80,600 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $16,809,306 | 192,900 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $77,352,606 | 887,682 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $77,806,866 | 809,982 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $14,812,452 | 154,200 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $18,558,792 | 193,200 | Put | Defined | 2023-02-14 | |
| 2022-09-30 | $14,146,104 | 193,200 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $11,290,524 | 154,200 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $57,712,293 | 788,204 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $67,109,643 | 843,722 | Shares | Sole | 2022-08-11 | |
| 2022-06-30 | $15,001,244 | 188,600 | Put | Defined | 2022-08-11 | |
| 2022-06-30 | $12,471,872 | 156,800 | Call | Defined | 2022-08-11 | |
| 2022-03-31 | $79,312,052 | 808,894 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $7,942,050 | 81,000 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $9,324,555 | 95,100 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $81,710,120 | 878,887 | Shares | Sole | 2022-02-11 | |
| 2021-12-31 | $5,541,012 | 59,600 | Put | Defined | 2022-02-11 | |
| 2021-12-31 | $2,770,506 | 29,800 | Call | Defined | 2022-02-11 | |
| 2021-09-30 | $72,944,802 | 774,361 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $4,521,600 | 48,000 | Put | Defined | 2021-11-12 | |
| 2021-09-30 | $2,260,800 | 24,000 | Call | Defined | 2021-11-12 | |
| 2021-06-30 | $2,309,760 | 24,000 | Call | Defined | 2021-08-13 | |
| 2021-06-30 | $4,619,520 | 48,000 | Put | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||