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, Q4 2023
Institutional positions in EMCOR Group, Inc. as of Dec 31, 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
- 568
- +47 vs. Q3 2023
- Shares held
- 43.8M
- −293.6K (−0.7%) vs. Q3 2023
- Total value
- $9.47B
- +$169.2M (+1.8%) vs. Q3 2023
- New holders
- 91
- 199 more added
- Sold out
- 44
- 207 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding EMCOR Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LGT Financial Advisors LLC | 143 | $30.8K | 0.04% | 00.0% | Unchanged |
| Toronto Dominion Bank | 140 | $30.2K | 0.00% | −421−75.0% | Reduced |
| Headlands Technologies LLC | 138 | $29.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 136 | $29.3K | 0.00% | +62+83.8% | Added |
| Harbour Investments, Inc. | 127 | $27.4K | 0.00% | −73−36.5% | Reduced |
| JFS Wealth Advisors, LLC | 124 | $26.7K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 106 | $22.8K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 105 | $22.6K | 0.00% | −45−30.0% | Reduced |
| Richardson Financial Services Inc. | 104 | $22.4K | 0.02% | +104 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $22.0K | 0.01% | +100 | New |
| Princeton Global Asset Management LLC | 100 | $21.5K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 100 | $21.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 100 | $21.5K | 0.00% | +100 | New |
| Core Alternative Capital | 99 | $21.3K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 99 | $21.3K | 0.00% | +99 | New |
| Private Trust Co NA | 91 | $19.6K | 0.00% | −2−2.2% | Reduced |
| Hexagon Capital Partners LLC | 90 | $19.4K | 0.00% | −3−3.2% | Reduced |
| West Tower Group, LLC | 88 | $19.0K | 0.04% | +88 | New |
| Operose Advisors LLC | 87 | $18.7K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 75 | $16.2K | 0.01% | −25−25.0% | Reduced |
| Private Wealth Management Group, LLC | 70 | $15.1K | 0.01% | +70 | New |
| Covestor Ltd | 68 | $15.0K | 0.01% | +3+4.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 67 | $14.4K | 0.00% | +16+31.4% | Added |
| Archer Investment Corp | 66 | $14.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 65 | $14.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 64 | $13.8K | 0.00% | +3+4.9% | Added |
| Planning Capital Management Corp | 62 | $13.4K | 0.01% | +62 | New |
| Point72 Europe (London) LLP | 57 | $12.3K | 0.00% | +57 | New |
| Frazier Financial Advisors, LLC | 56 | $12.1K | 0.01% | +56 | New |
| Smartleaf Asset Management LLC | 56 | $11.7K | 0.00% | +56 | New |
| Versant Capital Management, Inc | 52 | $11.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 52 | $11.2K | 0.00% | +20+62.5% | Added |
| Addison Advisors LLC | 49 | $10.6K | 0.00% | +49 | New |
| Bokf, NA | 49 | $10.6K | 0.00% | +48+4,800.0% | Added |
| Carolinas Wealth Consulting LLC | 48 | $10.3K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 45 | $9.70K | 0.00% | +10+28.6% | Added |
| Farther Finance Advisors, LLC | 40 | $8.62K | 0.00% | +21+110.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40 | $8.42K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 39 | $8.40K | 0.00% | +39 | New |
| Cornerstone Planning Group LLC | 38 | $8.19K | 0.00% | +38 | New |
| Prestige Wealth Management Group LLC | 35 | $7.54K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 29 | $6.25K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 22 | $4.74K | 0.00% | −886−97.6% | Reduced |
| Gradient Investments LLC | 22 | $4.74K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $4.53K | 0.00% | +1+5.0% | Added |
| Farmers & Merchants Investments Inc | 19 | $4.09K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 18 | $3.88K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $3.45K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 14 | $3.03K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 14 | $3.02K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.59K | 0.00% | +12 | New |
| M&R Capital Management Inc | 12 | $2.58K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 12 | $2.58K | 0.00% | +12 | New |
| TD Capital Management LLC | 11 | $2.37K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 11 | $2.37K | 0.00% | +4+57.1% | Added |
| Spire Wealth Management | 10 | $2.19K | 0.00% | −3,360−99.7% | Reduced |
| Quent Capital, LLC | 10 | $2.15K | 0.00% | +10 | New |
| Abich Financial Wealth Management LLC | 10 | $2.15K | 0.00% | +10 | New |
| Glassman Wealth Services | 7 | $1.51K | 0.00% | +1+16.7% | Added |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $862 | 0.00% | −2−33.3% | Reduced |
| Tfo-TDC, LLC | 4 | $862 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $862 | 0.00% | +4 | New |
| Horizon Investments, LLC | 4 | $861 | 0.00% | +1+33.3% | Added |
| Rakuten Securities, Inc. | 1 | $215 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 0 | $4 | 0.00% | 0 | Unchanged |
| Hill City Capital, LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −97,441−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −97,441−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −90,220−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −23,540−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −13,743−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −12,470−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −10,512−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,028−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −7,568−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −5,919−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −4,409−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −3,646−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −3,527−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,062−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −2,626−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −2,552−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,260−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −2,003−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −1,892−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −1,888−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,762−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −1,229−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Desjardins Global Asset Management Inc. | 0 | $0 | 0.00% | −135−100.0% | Sold out |