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Institutional Ownership · SEC Form 13F

Who owns EMR (EMR)


Which tracked institutional funds hold EMR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EMR company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

2,179
Institutional holders
456,116,785
Shares held (tracked funds)
81.0%
Of shares outstanding

How the tape is positioned

280 tracked funds added or opened EMR while 393 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

EMR’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes EMR more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in EMR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 2179 tracked filers holding EMR, 924 increased or opened the position and 1059 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in EMR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 58

  • VANGUARD CAPITAL MANAGEMENT LLC$4.8B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$1.7B
  • VANGUARD FIDUCIARY TRUST CO$414M
  • Vanguard Global Advisers, LLC$161M
  • VANGUARD ASSET MANAGEMENT, Ltd$139M
  • MARSHALL WACE, LLP$46M

Full exits 76

  • VANGUARD GROUP INC$7.3B
  • Boston Partners$245M
  • Munich Reinsurance Co Stock Corp in Munich$65M
  • COMERICA BANK$63M
  • RNC CAPITAL MANAGEMENT LLC$62M
  • TRUST CO OF VERMONT$22M

Largest adds

  • BANK OF AMERICA CORP /DE/$272M
  • AMERIPRISE FINANCIAL INC$237M
  • PRICE T ROWE ASSOCIATES INC /MD/$174M
  • Phoenix Financial Ltd.$172M
  • Fisher Asset Management, LLC$157M
  • MASSACHUSETTS FINANCIAL SERVICES CO /MA/$145M

Largest trims

  • JPMORGAN CHASE & CO$724M
  • BlackRock, Inc.$618M
  • WELLINGTON MANAGEMENT GROUP LLP$462M
  • NORGES BANK$290M
  • Nuveen, LLC$267M
  • SCHRODER INVESTMENT MANAGEMENT GROUP$235M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
VANGUARD CAPITAL MANAGEMENT LLC new36,526,083$4.8B8.3%2026-Q1
BlackRock, Inc. trimmed36,431,269$4.8B8.3%2026-Q1
STATE STREET CORP trimmed27,274,540$3.6B6.2%2026-Q1
BANK OF AMERICA CORP /DE/ added19,941,844$2.6B4.5%2026-Q1
JPMORGAN CHASE & CO trimmed14,883,944$1.8B3.2%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new13,096,286$1.7B3.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added12,546,905$1.6B2.8%2026-Q1
MORGAN STANLEY trimmed11,650,062$1.5B2.6%2026-Q1
WELLS FARGO & COMPANY/MN trimmed9,964,935$1.3B2.3%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed9,611,215$1.3B2.2%2026-Q1
Fisher Asset Management, LLC added8,480,019$1.1B1.9%2026-Q1
Invesco Ltd. added8,263,719$1.1B1.9%2026-Q1
UBS Group AG added6,430,904$843M1.5%2026-Q1
Bank of New York Mellon Corp added6,315,661$827M1.4%2026-Q1
NORTHERN TRUST CORP trimmed6,271,073$822M1.4%2026-Q1
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO5,838,867$765M1.3%2026-Q1
NORGES BANK trimmed6,929,541$760M1.3%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB trimmed5,976,070$758M1.3%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed5,762,140$755M1.3%2026-Q1
AMERIPRISE FINANCIAL INC added4,982,305$653M1.1%2026-Q1
GOLDMAN SACHS GROUP INC added4,513,742$591M1.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added4,425,843$580M1.0%2026-Q1
Newport Trust Company, LLC trimmed4,360,053$571M1.0%2026-Q1
Legal & General Group Plc added4,165,222$546M0.9%2026-Q1
FMR LLC trimmed4,076,661$534M0.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP added4,014,569$526M0.9%2026-Q1
Nuveen, LLC trimmed3,730,005$489M0.8%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added3,541,657$464M0.8%2026-Q1
Swedbank AB added3,332,429$437M0.8%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added3,173,181$427M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new3,163,314$414M0.7%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added2,800,150$367M0.6%2026-Q1
1832 Asset Management L.P. trimmed2,703,627$354M0.6%2026-Q1
DekaBank Deutsche Girozentrale2,738,701$343M0.6%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added2,589,541$339M0.6%2026-Q1
Amundi added2,526,341$331M0.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added2,351,253$304M0.5%2026-Q1
ROYAL BANK OF CANADA trimmed2,270,471$297M0.5%2026-Q1
JANUS HENDERSON GROUP PLC added2,207,707$289M0.5%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed2,034,712$267M0.5%2026-Q1
KING LUTHER CAPITAL MANAGEMENT CORP added1,993,673$261M0.5%2026-Q1
US BANCORP \DE\ trimmed1,939,393$254M0.4%2026-Q1
Bank Julius Baer & Co. Ltd, Zurich added1,811,452$234M0.4%2026-Q1
Guinness Asset Management LTD trimmed1,735,563$227M0.4%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed1,698,904$223M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,692,527$222M0.4%2026-Q1
Sarasin & Partners LLP trimmed1,651,372$216M0.4%2026-Q1
Swiss National Bank added1,648,700$216M0.4%2026-Q1
Clearbridge Investments, LLC added1,635,258$214M0.4%2026-Q1
HSBC HOLDINGS PLC trimmed1,597,789$209M0.4%2026-Q1
DEUTSCHE BANK AG\ trimmed1,555,029$204M0.4%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed1,443,223$192M0.3%2026-Q1
National Pension Service added1,382,959$181M0.3%2026-Q1
California Public Employees Retirement System added1,360,140$178M0.3%2026-Q1
Phoenix Financial Ltd. added1,321,566$173M0.3%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added1,303,776$171M0.3%2026-Q1
Vontobel Holding Ltd. added1,279,230$168M0.3%2026-Q1
Rockefeller Capital Management L.P. added1,229,543$161M0.3%2026-Q1
Vanguard Global Advisers, LLC new1,229,078$161M0.3%2026-Q1
Clean Energy Transition LLP trimmed1,222,925$160M0.3%2026-Q1
TRUIST FINANCIAL CORP added1,215,818$159M0.3%2026-Q1
LPL Financial LLC added1,201,556$157M0.3%2026-Q1
ProShare Advisors LLC trimmed1,187,923$156M0.3%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added1,108,665$145M0.3%2026-Q1
Robeco Institutional Asset Management B.V. added1,068,844$140M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new1,059,547$139M0.2%2026-Q1
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO trimmed1,047,430$137M0.2%2026-Q1
BARCLAYS PLC added1,000,746$131M0.2%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH added988,630$130M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed980,005$128M0.2%2026-Q1
BRANDES INVESTMENT PARTNERS, LP added953,506$125M0.2%2026-Q1
HUNTINGTON NATIONAL BANK added927,038$121M0.2%2026-Q1
DNB Asset Management AS added925,822$121M0.2%2026-Q1
CITADEL ADVISORS LLC added893,197$117M0.2%2026-Q1
FIFTH THIRD BANCORP added877,275$115M0.2%2026-Q1
Corient Private Wealth LLC trimmed862,405$113M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed843,493$111M0.2%2026-Q1
Quilter Plc added822,694$108M0.2%2026-Q1
STIFEL FINANCIAL CORP trimmed801,056$105M0.2%2026-Q1
Cerity Partners LLC added789,721$103M0.2%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed786,347$103M0.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added775,399$102M0.2%2026-Q1
LAZARD ASSET MANAGEMENT LLC added768,633$101M0.2%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added741,499$97M0.2%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed739,544$97M0.2%2026-Q1
SCOTIA CAPITAL INC. trimmed730,127$96M0.2%2026-Q1
Janney Montgomery Scott LLC added727,974$95M0.2%2026-Q1
Baird Financial Group, Inc. added722,256$95M0.2%2026-Q1
SG Americas Securities, LLC added714,329$94M0.2%2026-Q1
Capital Research Global Investors added707,140$93M0.2%2026-Q1
Perpetual Ltd trimmed704,749$92M0.2%2026-Q1
D. E. Shaw & Co., Inc. added702,311$92M0.2%2026-Q1
J. Safra Sarasin Holding AG trimmed684,181$90M0.2%2026-Q1
WORLDQUANT MILLENNIUM ADVISORS LLC added672,078$88M0.2%2026-Q1
HighTower Advisors, LLC trimmed667,141$87M0.2%2026-Q1
FIRST TRUST ADVISORS LP added630,502$83M0.1%2026-Q1
VANGUARD GROUP INC added54,902,548$7.3B12.6%2025-Q4 stale
Boston Partners trimmed1,832,743$245M0.4%2025-Q4 stale
Capital World Investors1,532,420$204M0.4%2025-Q2 stale
AMF Tjanstepension AB trimmed710,080$95M0.2%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership