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 2024
Institutional positions in EMCOR Group, Inc. as of Sep 30, 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
- 794
- +53 vs. Q2 2024
- Shares held
- 42.7M
- +4.99M (+13.2%) vs. Q2 2024
- Total value
- $18.3B
- +$4.58B (+33.3%) vs. Q2 2024
- New holders
- 123
- 308 more added
- Sold out
- 70
- 272 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding EMCOR Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $431 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $431 | 0.00% | +1 | New |
| Riverview Trust Co | 2 | $861 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | −1−25.0% | Reduced |
| PEAK6 Investments LLC | 3 | $1.28K | 0.00% | +1+50.0% | Added |
| Glen Eagle Advisors, LLC | 3 | $1.29K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 4 | $1.72K | 0.00% | +4 | New |
| Caitlin John, LLC | 4 | $2.01K | 0.00% | −3,351−99.9% | Reduced |
| Byrne Asset Management LLC | 6 | $2.58K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 6 | $2.58K | 0.00% | +6 | New |
| Sachetta, LLC | 8 | $3.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $3.88K | 0.00% | +1+12.5% | Added |
| Horizon Investments, LLC | 10 | $4.30K | 0.00% | +3+42.9% | Added |
| Ridgewood Investments LLC | 10 | $4.30K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 10 | $4.30K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $4.31K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 11 | $4.74K | 0.00% | +1+10.0% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $5.17K | 0.00% | −1−7.7% | Reduced |
| Eastern Bank | 13 | $5.60K | 0.00% | +13 | New |
| Macroview Investment Management LLC | 13 | $5.60K | 0.01% | +13 | New |
| Householder Group Estate & Retirement Specialist, LLC | 15 | $6.00K | 0.00% | −16−51.6% | Reduced |
| Raffa Wealth Management, LLC | 14 | $6.03K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $6.89K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 19 | $8.18K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $8.18K | 0.00% | −1−5.0% | Reduced |
| Wolff Wiese Magana LLC | 19 | $8.18K | 0.01% | +19 | New |
| Bokf, NA | 19 | $8.19K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 20 | $8.61K | 0.00% | +20 | New |
| Group One Trading, L.P. | 22 | $9.47K | 0.00% | +22 | New |
| Sound Income Strategies, LLC | 25 | $10.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $12.9K | 0.00% | +16+114.3% | Added |
| Prestige Wealth Management Group LLC | 35 | $15.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 37 | $15.9K | 0.00% | −2−5.1% | Reduced |
| Cornerstone Planning Group LLC | 38 | $16.6K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 41 | $17.7K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 41 | $18.0K | 0.00% | +41 | New |
| Richard W. Paul & Associates, LLC | 43 | $18.5K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 44 | $18.9K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 45 | $19.4K | 0.01% | +45 | New |
| Addison Advisors LLC | 49 | $21.1K | 0.01% | −80−62.0% | Reduced |
| REAP Financial Group, LLC | 50 | $21.6K | 0.01% | +6+13.6% | Added |
| Contravisory Investment Management, Inc. | 51 | $22.0K | 0.00% | +9+21.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 54 | $23.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 56 | $24.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 54 | $26.9K | 0.00% | +9+20.0% | Added |
| Ossiam | 66 | $28.4K | 0.00% | +66 | New |
| WR Wealth Planners, LLC | 67 | $28.8K | 0.01% | +20+42.6% | Added |
| Matrix Trust Co | 70 | $30.0K | 0.01% | −2−2.8% | Reduced |
| Frazier Financial Advisors, LLC | 70 | $30.1K | 0.02% | −106−60.2% | Reduced |
| ORG Wealth Partners, LLC | 76 | $32.7K | 0.01% | +76 | New |
| Parkside Financial Bank & Trust | 76 | $32.7K | 0.00% | −26−25.5% | Reduced |
| Private Wealth Management Group, LLC | 77 | $33.2K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 91 | $33.2K | 0.02% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 82 | $35.3K | 0.14% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 87 | $37.5K | 0.01% | −10−10.3% | Reduced |
| Operose Advisors LLC | 87 | $37.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 93 | $40.0K | 0.01% | −224−70.7% | Reduced |
| Core Alternative Capital | 99 | $42.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $42.8K | 0.00% | +68+212.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $43.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $43.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 102 | $43.9K | 0.01% | +50+96.2% | Added |
| Anchor Investment Management, LLC | 106 | $45.6K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 106 | $45.6K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 107 | $46.1K | 0.02% | +104+3,466.7% | Added |
| Geneos Wealth Management Inc. | 114 | $49.1K | 0.00% | +62+119.2% | Added |
| Northwest Investment Counselors, LLC | 114 | $49.1K | 0.01% | +114 | New |
| Rise Advisors, LLC | 114 | $49.1K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 119 | $51.1K | 0.01% | −19−13.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 119 | $51.2K | 0.00% | −12,587−99.1% | Reduced |
| JFS Wealth Advisors, LLC | 125 | $53.8K | 0.00% | +1+0.8% | Added |
| Reuter James Wealth Management, LLC | 127 | $54.7K | 0.01% | +127 | New |
| Point72 Hong Kong Ltd | 132 | $56.9K | 0.00% | −31,201−99.6% | Reduced |
| Hemington Wealth Management | 129 | $57.0K | 0.02% | +129 | New |
| LGT Financial Advisors LLC | 143 | $61.6K | 0.15% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 145 | $62.0K | 0.00% | +145 | New |
| Chelsea Counsel Co | 150 | $64.6K | 0.03% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 150 | $64.7K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 164 | $70.6K | 0.01% | +164 | New |
| Rakuten Securities, Inc. | 165 | $71.0K | 0.03% | +161+4,025.0% | Added |
| NewSquare Capital LLC | 166 | $71.5K | 0.01% | −21,094−99.2% | Reduced |
| Massmutual Trust Co FSB | 174 | $74.9K | 0.00% | −25−12.6% | Reduced |
| CVA Family Office, LLC | 180 | $77.5K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 180 | $77.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 199 | $85.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 200 | $86.1K | 0.00% | −21−9.5% | Reduced |
| AlphaCentric Advisors LLC | 202 | $87.0K | 0.06% | −6−2.9% | Reduced |
| Smartleaf Asset Management LLC | 205 | $87.6K | 0.01% | +77+60.2% | Added |
| Harbour Investments, Inc. | 216 | $93.0K | 0.00% | −3−1.4% | Reduced |
| St Germain D J Co Inc | 217 | $93.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 225 | $96.9K | 0.00% | −85−27.4% | Reduced |
| Lindbrook Capital, LLC | 225 | $96.9K | 0.01% | +1+0.4% | Added |
| GeoWealth Management, LLC | 225 | $96.9K | 0.00% | +225 | New |
| Capital Performance Advisors LLP | 230 | $99.0K | 0.03% | +230 | New |
| First Horizon Advisors, Inc. | 235 | $101.2K | 0.00% | +27+13.0% | Added |
| Point72 (DIFC) Ltd | 245 | $105.6K | 0.01% | −2,301−90.4% | Reduced |
| Private Trust Co NA | 246 | $105.9K | 0.01% | +149+153.6% | Added |
| EMC Capital Management | 5,417 | $106.0K | 0.09% | +4,079+304.9% | Added |
| C M Bidwell & Associates Ltd | 263 | $113.2K | 0.07% | −37−12.3% | Reduced |