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ZHEN

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, Q1 2024

Institutional positions in EMCOR Group, Inc. as of Mar 31, 2024. 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
657
+92 vs. Q4 2023
Shares held
43.3M
−372.0K (−0.9%) vs. Q4 2023
Total value
$15.1B
+$5.70B (+60.6%) vs. Q4 2023
New holders
142
190 more added
Sold out
50
261 more reduced

3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 657 institutions
Q1 2021: 362 institutionsQ2 2021: 375 institutionsQ3 2021: 367 institutionsQ4 2021: 391 institutionsQ1 2022: 394 institutionsQ2 2022: 383 institutionsQ3 2022: 383 institutionsQ4 2022: 464 institutionsQ1 2023: 463 institutionsQ2 2023: 494 institutionsQ3 2023: 529 institutionsQ4 2023: 568 institutionsQ1 2024: 657 institutionsQ2 2024: 748 institutionsQ3 2024: 794 institutionsQ4 2024: 891 institutionsQ1 2025: 874 institutionsQ2 2025: 946 institutionsQ3 2025: 1,066 institutionsQ4 2025: 1,099 institutionsQ1 2026: 1,164 institutionsQ2 2026: 1,251 institutions
Value heldQ1 2024: $15.1B
Q1 2021: $5.81BQ2 2021: $6.27BQ3 2021: $5.79BQ4 2021: $6.35BQ1 2022: $5.50BQ2 2022: $4.78BQ3 2022: $5.19BQ4 2022: $6.60BQ1 2023: $7.45BQ2 2023: $8.21BQ3 2023: $9.30BQ4 2023: $9.47BQ1 2024: $15.1BQ2 2024: $15.9BQ3 2024: $18.3BQ4 2024: $19.2BQ1 2025: $15.6BQ2 2025: $22.7BQ3 2025: $26.7BQ4 2025: $26.2BQ1 2026: $30.6BQ2 2026: $34.3B
Institutions holding EME and their total value by quarter
QuarterHoldersValue
Q2 20261,251$34.3B
Q1 20261,164$30.6B
Q4 20251,099$26.2B
Q3 20251,066$26.7B
Q2 2025946$22.7B
Q1 2025874$15.6B
Q4 2024891$19.2B
Q3 2024794$18.3B
Q2 2024748$15.9B
Q1 2024657$15.1B
Q4 2023568$9.47B
Q3 2023529$9.30B
Q2 2023494$8.21B
Q1 2023463$7.45B
Q4 2022464$6.60B
Q3 2022383$5.19B
Q2 2022383$4.78B
Q1 2022394$5.50B
Q4 2021391$6.35B
Q3 2021367$5.79B
Q2 2021375$6.27B
Q1 2021362$5.81B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding EMCOR Group, Inc.; share changes are against Q4 2023.

Institutions holding EME in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Richardson Financial Services Inc.97$34.0K0.02%−7−6.7%Reduced
Independence Bank of Kentucky95$33.3K0.01%+95New
Operose Advisors LLC87$30.5K0.01%00.0%Unchanged
Frazier Financial Advisors, LLC84$29.4K0.02%+28+50.0%Added
V-Square Quantitative Management LLC80$28.0K0.00%+80New
Toronto Dominion Bank77$27.0K0.00%−63−45.0%Reduced
VisionPoint Advisory Group, LLC72$25.2K0.01%−3−4.0%Reduced
Private Wealth Management Group, LLC70$24.5K0.01%00.0%Unchanged
Archer Investment Corp66$23.1K0.01%00.0%Unchanged
JJJ Advisors Inc.65$22.8K0.00%00.0%Unchanged
Planning Capital Management Corp62$21.7K0.02%00.0%Unchanged
Smartleaf Asset Management LLC60$21.1K0.00%+4+7.1%Added
WR Wealth Planners, LLC58$20.3K0.01%+58New
Anchor Investment Management, LLC56$19.6K0.00%+56New
Continuum Advisory, LLC51$19.5K0.00%+51New
Geneos Wealth Management Inc.52$18.2K0.00%00.0%Unchanged
Addison Advisors LLC49$17.2K0.01%00.0%Unchanged
REAP Financial Group, LLC48$16.8K0.00%+9+23.1%Added
Farther Finance Advisors, LLC45$16.0K0.00%+5+12.5%Added
Carolinas Wealth Consulting LLC45$15.8K0.00%−3−6.3%Reduced
Pacific Center for Financial Services41$14.4K0.00%+41New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.40$14.0K0.00%00.0%Unchanged
Cornerstone Planning Group LLC38$13.8K0.00%00.0%Unchanged
Versant Capital Management, Inc35$12.3K0.00%−17−32.7%Reduced
Prestige Wealth Management Group LLC35$12.3K0.00%00.0%Unchanged
Rakuten Securities, Inc.32$11.2K0.00%+31+3,100.0%Added
Federation des caisses Desjardins du Quebec30$10.5K0.00%−70−70.0%Reduced
ClariVest Asset Management LLC29$10.2K0.00%00.0%Unchanged
Sound Income Strategies, LLC25$8.77K0.00%+25New
Exchange Traded Concepts, LLC25$8.76K0.00%+25New
Front Row Advisors LLC25$8.76K0.00%+25New
SJS Investment Consulting Inc.20$7.00K0.00%−1−4.8%Reduced
Farmers & Merchants Investments Inc19$6.65K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC16$5.60K0.00%00.0%Unchanged
Sofos Investments, Inc.16$5.54K0.00%+16Added
Institutional & Family Asset Management, LLC15$5.25K0.00%+15New
Raffa Wealth Management, LLC14$4.90K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC13$4.55K0.00%+3+30.0%Added
Jones Financial Companies LLLP12$4.20K0.00%00.0%Unchanged
United Community Bank12$4.20K0.00%+12New
DiNuzzo Private Wealth, Inc.11$3.85K0.00%−1−8.3%Reduced
Quent Capital, LLC10$3.50K0.00%00.0%Unchanged
CoreCap Advisors, LLC10$3.50K0.00%+10New
Venturi Wealth Management, LLC8$2.80K0.00%−3−27.3%Reduced
Bell Investment Advisors, Inc7$2.45K0.00%+3+75.0%Added
Valued Wealth Advisors LLC7$2.45K0.00%+7New
Harbor Investment Advisory, LLC7$2.45K0.00%+7New
Horizon Investments, LLC7$2.45K0.00%+3+75.0%Added
Avion Wealth3$2.00K0.00%00.0%Unchanged
Spire Wealth Management5$1.75K0.00%−5−50.0%Reduced
Tfo-TDC, LLC3$1.05K0.00%−1−25.0%Reduced
Capital Advisors, Ltd. LLC3$1.00K0.00%00.0%Unchanged
Sachetta, LLC4$8620.00%00.0%Unchanged
PEAK6 Investments LLC2$7320.00%+2New
Bokf, NA2$7100.00%−47−95.9%Reduced
Creekmur Asset Management LLC2$7000.00%+2New
TFC Financial Management1$3510.00%+1New
ACK Asset Management LLC0$00.00%−180,000−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−120,243−100.0%Sold out
Twinbeech Capital LP0$00.00%−94,378−100.0%Sold out
Bridgewater Associates, LP0$00.00%−25,546−100.0%Sold out
Massachusetts Financial Services Co0$00.00%−21,887−100.0%Sold out
Magnetar Financial LLC0$00.00%−14,653−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−9,900−100.0%Sold out
Seven Eight Capital, LP0$00.00%−9,842−100.0%Sold out
Waratah Capital Advisors Ltd.0$00.00%−8,715−100.0%Sold out
Point72 Middle East FZE0$00.00%−7,603−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−7,479−100.0%Sold out
Nebula Research & Development LLC0$00.00%−7,299−100.0%Sold out
AMG National Trust Bank0$00.00%−6,174−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−5,964−100.0%Sold out
Formula Growth Ltd0$00.00%−5,900−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−5,621−100.0%Sold out
Morse Asset Management, Inc0$00.00%−5,348−100.0%Sold out
Curated Wealth Partners LLC0$00.00%−5,173−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−4,895−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−3,864−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−3,659−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−3,331−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−3,156−100.0%Sold out
Private Advisory Group LLC0$00.00%−3,012−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−2,776−100.0%Sold out
Aigen Investment Management, LP0$00.00%−2,725−100.0%Sold out
ClearAlpha Technologies LP0$00.00%−2,421−100.0%Sold out
Intech Investment Management LLC0$00.00%−2,414−100.0%Sold out
Cetera Advisors LLC0$00.00%−2,340−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−2,056−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−2,048−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,777−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−1,764−100.0%Sold out
Aspen Investment Management Inc0$00.00%−1,755−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−1,731−100.0%Sold out
Gallacher Capital Management LLC0$00.00%−1,599−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−1,500−100.0%Sold out
Axq Capital, LP0$00.00%−1,318−100.0%Sold out
Quantbot Technologies LP0$00.00%−1,127−100.0%Sold out
APG Asset Management N.V.0$00.00%−1,200−100.0%Sold out
T. Rowe Price Investment Management, Inc.0$00.00%−341−100.0%Sold out
West Tower Group, LLC0$00.00%−88−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−57−100.0%Sold out