EMCOR Group, Inc.
EME- Exchange
- NYSE
- Industry
- Electrical Work
- SEC CIK
- 0000105634
No open-market purchases or sales by EMCOR Group, Inc. insiders were filed in the last 90 days; 1,251 institutions reported holding it in 13F filings for Q2 2026, worth $34.3B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in EMCOR Group, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 529
- +39 vs. Q2 2023
- Shares held
- 44.2M
- −590.6K (−1.3%) vs. Q2 2023
- Total value
- $9.30B
- +$1.09B (+13.3%) vs. Q2 2023
- New holders
- 81
- 156 more added
- Sold out
- 42
- 222 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EME on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,251 | $34.3B |
| Q1 2026 | 1,164 | $30.6B |
| Q4 2025 | 1,099 | $26.2B |
| Q3 2025 | 1,066 | $26.7B |
| Q2 2025 | 946 | $22.7B |
| Q1 2025 | 874 | $15.6B |
| Q4 2024 | 891 | $19.2B |
| Q3 2024 | 794 | $18.3B |
| Q2 2024 | 748 | $15.9B |
| Q1 2024 | 657 | $15.1B |
| Q4 2023 | 568 | $9.47B |
| Q3 2023 | 529 | $9.30B |
| Q2 2023 | 494 | $8.21B |
| Q1 2023 | 463 | $7.45B |
| Q4 2022 | 464 | $6.60B |
| Q3 2022 | 383 | $5.19B |
| Q2 2022 | 383 | $4.78B |
| Q1 2022 | 394 | $5.50B |
| Q4 2021 | 391 | $6.35B |
| Q3 2021 | 367 | $5.79B |
| Q2 2021 | 375 | $6.27B |
| Q1 2021 | 362 | $5.81B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding EMCOR Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Readystate Asset Management LP | 1,410 | $296.6K | 0.02% | +1,410 | New |
| AE Wealth Management LLC | 1,404 | $295.4K | 0.00% | +1,404 | New |
| Davenport & Co LLC | 1,400 | $294.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,375 | $289.3K | 0.01% | −2,145−60.9% | Reduced |
| Kestra Advisory Services, LLC | 1,351 | $284.2K | 0.00% | −10−0.7% | Reduced |
| Harvest Fund Management Co., Ltd | 1,342 | $282.0K | 0.05% | +816+155.1% | Added |
| Mayfair Advisory Group, LLC | 1,339 | $277.4K | 0.27% | −39−2.8% | Reduced |
| Csenge Advisory Group | 1,317 | $277.1K | 0.02% | −469−26.3% | Reduced |
| Profund Advisors LLC | 1,270 | $267.2K | 0.01% | −222−14.9% | Reduced |
| HM Payson & Co | 1,268 | $266.8K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 1,250 | $263.0K | 0.01% | +38+3.1% | Added |
| CIBC Asset Management Inc | 1,247 | $262.4K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,243 | $261.5K | 0.01% | −95−7.1% | Reduced |
| AXS Investments LLC | 1,240 | $260.9K | 0.07% | −3,260−72.4% | Reduced |
| Cim Investment Mangement Inc | 1,231 | $259.0K | 0.09% | −1,235−50.1% | Reduced |
| Savant Capital, LLC | 1,229 | $258.6K | 0.00% | −101−7.6% | Reduced |
| Fifth Third Bancorp | 1,194 | $251.2K | 0.00% | −14−1.2% | Reduced |
| GYL Financial Synergies, LLC | 1,182 | $248.7K | 0.02% | +2+0.2% | Added |
| Blair William & Co | 1,178 | $247.8K | 0.00% | +1,178 | New |
| Chevy Chase Trust Holdings, Inc. | 1,170 | $246.2K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,162 | $244.5K | 0.00% | +1,162 | New |
| Globeflex Capital L P | 1,142 | $240.3K | 0.03% | −26−2.2% | Reduced |
| Wallace Advisory Group, LLC | 1,270 | $234.7K | 0.17% | −35−2.7% | Reduced |
| Nebula Research & Development LLC | 1,097 | $230.8K | 0.12% | −2,307−67.8% | Reduced |
| Narus Financial Partners, LLC | 1,059 | $222.8K | 0.11% | +1,059 | New |
| Axxcess Wealth Management, LLC | 1,052 | $221.3K | 0.01% | −115−9.9% | Reduced |
| Wealthfront Advisers LLC | 1,008 | $212.1K | 0.00% | +1,008 | New |
| Pinnacle Wealth Planning Services, Inc. | 987 | $207.7K | 0.03% | +987 | New |
| Colonial Trust Co | 975 | $205.1K | 0.05% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 971 | $204.4K | 0.06% | +971 | New |
| Altus Wealth Management, LLC | 969 | $203.9K | 0.14% | +969 | New |
| CWM, LLC | 967 | $203.0K | 0.00% | +1+0.1% | Added |
| Quadrant Capital Group LLC | 955 | $200.9K | 0.02% | +104+12.2% | Added |
| Strategy Asset Managers LLC | 953 | $200.5K | 0.05% | +953 | New |
| USA Financial Portformulas Corp | 908 | $191.0K | 0.29% | +437+92.8% | Added |
| TD Private Client Wealth LLC | 883 | $185.8K | 0.01% | +222+33.6% | Added |
| Impact Partnership Wealth, LLC | 810 | $170.4K | 0.05% | +810 | New |
| KBC Group NV | 778 | $164.0K | 0.00% | +778 | New |
| Smithfield Trust Co | 753 | $158.0K | 0.01% | −230−23.4% | Reduced |
| EverSource Wealth Advisors, LLC | 730 | $153.6K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 813 | $150.0K | 0.00% | +511+169.2% | Added |
| Proequities, Inc. | 685 | $144.1K | 0.01% | +38+5.9% | Added |
| Loomis Sayles & Co L P | 642 | $135.0K | 0.00% | +642 | New |
| Parallel Advisors, LLC | 607 | $127.7K | 0.00% | +1+0.2% | Added |
| Park Place Capital Corp | 573 | $120.6K | 0.04% | −8−1.4% | Reduced |
| Toronto Dominion Bank | 561 | $118.0K | 0.00% | +503+867.2% | Added |
| SRS Capital Advisors, Inc. | 538 | $113.2K | 0.01% | −218−28.8% | Reduced |
| Eagle Bay Advisors LLC | 422 | $88.8K | 0.04% | −3−0.7% | Reduced |
| AdvisorNet Financial, Inc | 411 | $86.5K | 0.01% | −15−3.5% | Reduced |
| Signaturefd, LLC | 411 | $86.5K | 0.00% | +18+4.6% | Added |
| Adirondack Trust Co | 400 | $84.2K | 0.04% | +400 | New |
| Whittier Trust Co | 358 | $75.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 300 | $63.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 293 | $61.6K | 0.00% | +13+4.6% | Added |
| Global Retirement Partners, LLC | 281 | $57.7K | 0.00% | −99−26.1% | Reduced |
| Sunbelt Securities, Inc. | 264 | $55.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 200 | $42.1K | 0.00% | −5−2.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 200 | $42.1K | 0.00% | +200 | New |
| First Horizon Advisors, Inc. | 195 | $41.0K | 0.00% | −110−36.1% | Reduced |
| Raleigh Capital Management Inc. | 195 | $40.9K | 0.02% | +46+30.9% | Added |
| Clearstead Advisors, LLC | 192 | $40.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 190 | $40.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 188 | $39.6K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 168 | $35.3K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 168 | $35.3K | 0.01% | +168 | New |
| National Bank of Canada | 169 | $35.0K | 0.00% | −3−1.7% | Reduced |
| FinTrust Capital Advisors, LLC | 163 | $34.2K | 0.01% | −39−19.3% | Reduced |
| Lindbrook Capital, LLC | 157 | $33.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 153 | $32.2K | 0.00% | +10+7.0% | Added |
| Parkside Financial Bank & Trust | 150 | $31.6K | 0.01% | +35+30.4% | Added |
| Huntington National Bank | 145 | $30.5K | 0.00% | −16−9.9% | Reduced |
| LGT Financial Advisors LLC | 143 | $30.1K | 0.04% | +143 | New |
| Headlands Technologies LLC | 138 | $29.0K | 0.01% | −894−86.6% | Reduced |
| Desjardins Global Asset Management Inc. | 135 | $28.5K | 0.00% | +135 | New |
| JFS Wealth Advisors, LLC | 124 | $26.1K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 114 | $24.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 106 | $22.3K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 100 | $21.0K | 0.01% | −38−27.5% | Reduced |
| Princeton Global Asset Management LLC | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 100 | $21.0K | 0.01% | +100 | New |
| Federation des caisses Desjardins du Quebec | 100 | $21.0K | 0.00% | +100 | New |
| Core Alternative Capital | 99 | $20.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 93 | $19.6K | 0.00% | −2−2.1% | Reduced |
| Hexagon Capital Partners LLC | 93 | $19.6K | 0.01% | +3+3.3% | Added |
| Operose Advisors LLC | 87 | $18.3K | 0.01% | +87 | New |
| RFP Financial Group LLC | 75 | $15.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 74 | $15.6K | 0.00% | +13+21.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 69 | $15.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 68 | $14.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 65 | $14.0K | 0.01% | −51−44.0% | Reduced |
| Archer Investment Corp | 66 | $13.9K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 65 | $13.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 61 | $12.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 52 | $10.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51 | $10.7K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 50 | $10.0K | 0.00% | +50 | New |
| Carolinas Wealth Consulting LLC | 48 | $9.92K | 0.00% | −32−40.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40 | $8.42K | 0.00% | +40 | New |
| Prestige Wealth Management Group LLC | 35 | $7.36K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 35 | $7.36K | 0.00% | +35 | New |