Position in EMR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$159,296,473
+$2,002,039 QoQ
Shares Held
1,215,818
+2.6% QoQ
Ownership
0.217%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 34.54768723608303.ToString("F0")%
Shared 2.2890761610701604.ToString("F0")%
None 63.16323660284681.ToString("F0")%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $795,034,644 across 37 Specialty Industrial Machinery names. EMR ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
690,956 | $247,134,231 | |
| 2 | EMR |
Emerson Electric Co
This page
|
1,215,818 | $159,296,473 | |
| 3 | PH |
Parker-Hannifin Corp
|
177,335 | $158,757,384 | |
| 4 | GEV |
GE Vernova Inc.
|
77,579 | $67,718,707 | |
| 5 | ROK |
Rockwell Automation, Inc
|
79,553 | $28,549,979 | |
| 6 | CMI |
Cummins Inc
|
52,780 | $28,396,695 | |
| 7 | ITW |
Illinois Tool Works Inc
|
53,058 | $13,810,466 | |
| 8 | XYL |
Xylem Inc.
|
70,492 | $8,423,793 |
All Filings in EMR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $159,296,473 | 1,215,818 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $157,294,434 | 1,185,160 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $148,590,208 | 1,132,720 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $143,049,622 | 1,072,899 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $118,259,458 | 1,078,616 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $131,433,588 | 1,060,547 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $118,345,011 | 1,082,061 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $107,674,238 | 977,435 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $101,210,563 | 892,352 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $88,864,916 | 913,027 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $91,886,547 | 951,502 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $82,433,147 | 911,972 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $82,347,125 | 944,998 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $87,875,782 | 914,801 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $66,165,250 | 903,650 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $69,715,933 | 876,489 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $93,336,048 | 951,923 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $89,090,081 | 958,267 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $86,197,425 | 915,047 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $86,951,490 | 903,486 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $77,115,995 | 854,755 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $67,105,491 | 834,957 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $57,518,590 | 877,209 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $59,271,027 | 955,522 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $39,987,399 | 839,190 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||