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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 272 | $117.1K | 0.01% | +8+3.0% | Added |
| Leonteq Securities AG | 275 | $118.4K | 0.01% | −15−5.2% | Reduced |
| Optimum Investment Advisors | 275 | $118.4K | 0.05% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $129.2K | 0.03% | +300 | New |
| Park Place Capital Corp | 301 | $129.6K | 0.04% | −167−35.7% | Reduced |
| Cubist Systematic Strategies, LLC | 304 | $130.7K | 0.00% | −25,922−98.8% | Reduced |
| Clearstead Advisors, LLC | 315 | $135.6K | 0.00% | −50−13.7% | Reduced |
| EverSource Wealth Advisors, LLC | 316 | $136.0K | 0.01% | −436−58.0% | Reduced |
| Huntington National Bank | 317 | $136.5K | 0.00% | +64+25.3% | Added |
| Northwestern Mutual Wealth Management Co | 361 | $155.4K | 0.00% | −10−2.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 364 | $156.7K | 0.00% | −2−0.5% | Reduced |
| Ci Investments Inc. | 373 | $161.0K | 0.00% | −49−11.6% | Reduced |
| Central Pacific Bank - Trust Division | 380 | $163.6K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 381 | $164.0K | 0.06% | −23−5.7% | Reduced |
| International Assets Investment Management, LLC | 72,329 | $168.0K | 0.00% | +72,329 | New |
| Independence Bank of Kentucky | 395 | $170.1K | 0.04% | +300+315.8% | Added |
| Adirondack Trust Co | 400 | $172.2K | 0.07% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 404 | $173.8K | 0.07% | +5+1.3% | Added |
| Global Retirement Partners, LLC | 424 | $182.5K | 0.01% | +118+38.6% | Added |
| GAMMA Investing LLC | 459 | $197.6K | 0.02% | +116+33.8% | Added |
| Signaturefd, LLC | 469 | $201.9K | 0.00% | +49+11.7% | Added |
| Edge Capital Group, LLC | 469 | $201.9K | 0.01% | +469 | New |
| Rehmann Capital Advisory Group | 473 | $203.6K | 0.01% | +473 | New |
| Cerro Pacific Wealth Advisors LLC | 560 | $204.5K | 0.08% | 00.0% | Unchanged |
| Fulcrum Equity Management | 477 | $205.4K | 0.17% | +477 | New |
| Cutter & CO Brokerage, Inc. | 477 | $205.4K | 0.05% | +477 | New |
| SRS Capital Advisors, Inc. | 483 | $207.9K | 0.02% | −78−13.9% | Reduced |
| Cigna Investments Inc | 497 | $214.0K | 0.04% | +497 | New |
| Whittier Trust Co of Nevada Inc | 498 | $214.4K | 0.01% | +432+654.5% | Added |
| First Western Trust Bank | 498 | $214.4K | 0.01% | +498 | New |
| Parisi Gray Wealth Management | 500 | $215.3K | 0.07% | +500 | New |
| Brown Miller Wealth Management, LLC | 500 | $215.3K | 0.08% | +500 | New |
| Siemens Fonds Invest GmbH | 503 | $216.6K | 0.02% | +503 | New |
| Claret Asset Management Corp | 504 | $217.0K | 0.04% | +504 | New |
| Claro Advisors LLC | 508 | $218.7K | 0.03% | +508 | New |
| Retirement Guys Formula LLC | 513 | $220.6K | 0.10% | +513 | New |
| Brophy Wealth Management, LLC | 513 | $220.9K | 0.08% | +513 | New |
| Wetherby Asset Management Inc | 516 | $222.2K | 0.01% | +516 | New |
| Lido Advisors, LLC | 521 | $224.3K | 0.00% | +521 | New |
| Buckingham Strategic Partners | 522 | $224.7K | 0.00% | +522 | New |
| Warren Street Wealth Advisors, LLC | 528 | $227.3K | 0.09% | +528 | New |
| Wallace Advisory Group, LLC | 624 | $227.8K | 0.17% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 531 | $228.5K | 0.00% | +136+34.4% | Added |
| Meadow Creek Wealth Advisors LLC | 537 | $231.2K | 0.18% | +537 | New |
| Financial Engines Advisors L.L.C. | 543 | $233.8K | 0.00% | +543 | New |
| Covestor Ltd | 545 | $234.0K | 0.15% | +50+10.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 544 | $234.2K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 545 | $234.6K | 0.00% | +545 | New |
| Pensionmark Financial Group, LLC | 552 | $237.7K | 0.01% | +552 | New |
| EntryPoint Capital, LLC | 553 | $238.1K | 0.14% | +55+11.0% | Added |
| Aptus Capital Advisors, LLC | 556 | $239.4K | 0.00% | +556 | New |
| FLC Capital Advisors | 560 | $241.1K | 0.06% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 566 | $243.8K | 0.08% | −69−10.9% | Reduced |
| Welch & Forbes LLC | 567 | $244.1K | 0.00% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 574 | $247.0K | 0.07% | −13−2.2% | Reduced |
| HBK Sorce Advisory LLC | 574 | $247.1K | 0.01% | −19−3.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 577 | $248.4K | 0.16% | −39−6.3% | Reduced |
| Bullock Wealth Management Group | 594 | $254.4K | 0.15% | +91+18.1% | Added |
| PAX Financial Group, LLC | 592 | $254.9K | 0.05% | +592 | New |
| Aster Capital Management (DIFC) Ltd | 595 | $256.2K | 0.06% | +595 | New |
| Eagle Global Advisors LLC | 600 | $258.3K | 0.01% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 602 | $259.2K | 0.15% | −329−35.3% | Reduced |
| Dakota Wealth Management | 604 | $260.0K | 0.01% | −137−18.5% | Reduced |
| DF Dent & Co Inc | 605 | $260.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 606 | $260.9K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 612 | $263.5K | 0.01% | +5+0.8% | Added |
| Amplius Wealth Advisors, LLC | 617 | $265.6K | 0.03% | −3−0.5% | Reduced |
| Evergreen Capital Management LLC | 617 | $265.6K | 0.01% | +617 | New |
| Lazari Capital Management, Inc. | 618 | $266.1K | 0.11% | +51+9.0% | Added |
| Capital Counsel LLC | 621 | $267.4K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 630 | $271.2K | 0.02% | −867−57.9% | Reduced |
| Arkadios Wealth Advisors | 631 | $271.8K | 0.02% | +80+14.5% | Added |
| V-Square Quantitative Management LLC | 637 | $274.2K | 0.04% | +2+0.3% | Added |
| Ellevest, Inc. | 642 | $276.4K | 0.02% | +6+0.9% | Added |
| Mindset Wealth Management, LLC | 653 | $281.1K | 0.12% | +653 | New |
| Atomi Financial Group, Inc. | 653 | $281.2K | 0.02% | −20−3.0% | Reduced |
| Bensler, LLC | 655 | $281.8K | 0.04% | +1+0.2% | Added |
| Paulson Wealth Management Inc. | 656 | $282.4K | 0.08% | +3+0.5% | Added |
| Prospera Financial Services Inc | 658 | $283.4K | 0.01% | +1+0.2% | Added |
| Advisors Capital Management, LLC | 660 | $284.0K | 0.00% | +660 | New |
| CHB Investment Group, LLC | 661 | $285.0K | 0.15% | +661 | New |
| Kovitz Investment Group Partners, LLC | 1,050 | $285.2K | 0.00% | +1,050 | New |
| Wealth Alliance | 677 | $291.7K | 0.03% | −300−30.7% | Reduced |
| Fort, L.P. | 682 | $293.6K | 0.74% | −264−27.9% | Reduced |
| McLean Asset Management Corp | 681 | $296.2K | 0.09% | +1+0.1% | Added |
| Rockport Wealth LLC | 690 | $297.1K | 0.08% | +690 | New |
| TrinityPoint Wealth, LLC | 694 | $298.8K | 0.04% | +694 | New |
| Sequoia Financial Advisors, LLC | 697 | $300.1K | 0.00% | +54+8.4% | Added |
| Gen-Wealth Partners Inc | 704 | $304.0K | 0.13% | +1+0.1% | Added |
| Jackson Creek Investment Advisors LLC | 709 | $305.0K | 0.09% | +709 | New |
| Wealthstream Advisors, Inc. | 714 | $307.4K | 0.06% | +19+2.7% | Added |
| Balboa Wealth Partners | 729 | $313.9K | 0.08% | +3+0.4% | Added |
| Encompass More Asset Management | 732 | $315.1K | 0.12% | +732 | New |
| Abel Hall, LLC | 733 | $315.6K | 0.21% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 736 | $316.9K | 0.12% | 00.0% | Unchanged |
| Smithfield Trust Co | 753 | $325.0K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 759 | $326.8K | 0.01% | +46+6.5% | Added |
| Ignite Planners, LLC | 765 | $329.4K | 0.08% | +14+1.9% | Added |
| Archer Investment Corp | 768 | $330.7K | 0.09% | +717+1,405.9% | Added |
| Thor Investment Management Inc | 775 | $333.7K | 0.24% | +775 | New |