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 |
|---|---|---|---|---|---|
| Abel Hall, LLC | 733 | $315.6K | 0.21% | 00.0% | Unchanged |
| Encompass More Asset Management | 732 | $315.1K | 0.12% | +732 | New |
| Balboa Wealth Partners | 729 | $313.9K | 0.08% | +3+0.4% | Added |
| Wealthstream Advisors, Inc. | 714 | $307.4K | 0.06% | +19+2.7% | Added |
| Jackson Creek Investment Advisors LLC | 709 | $305.0K | 0.09% | +709 | New |
| Gen-Wealth Partners Inc | 704 | $304.0K | 0.13% | +1+0.1% | Added |
| Sequoia Financial Advisors, LLC | 697 | $300.1K | 0.00% | +54+8.4% | Added |
| TrinityPoint Wealth, LLC | 694 | $298.8K | 0.04% | +694 | New |
| Rockport Wealth LLC | 690 | $297.1K | 0.08% | +690 | New |
| McLean Asset Management Corp | 681 | $296.2K | 0.09% | +1+0.1% | Added |
| Fort, L.P. | 682 | $293.6K | 0.74% | −264−27.9% | Reduced |
| Wealth Alliance | 677 | $291.7K | 0.03% | −300−30.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,050 | $285.2K | 0.00% | +1,050 | New |
| CHB Investment Group, LLC | 661 | $285.0K | 0.15% | +661 | New |
| Advisors Capital Management, LLC | 660 | $284.0K | 0.00% | +660 | New |
| Prospera Financial Services Inc | 658 | $283.4K | 0.01% | +1+0.2% | Added |
| Paulson Wealth Management Inc. | 656 | $282.4K | 0.08% | +3+0.5% | Added |
| Bensler, LLC | 655 | $281.8K | 0.04% | +1+0.2% | Added |
| Atomi Financial Group, Inc. | 653 | $281.2K | 0.02% | −20−3.0% | Reduced |
| Mindset Wealth Management, LLC | 653 | $281.1K | 0.12% | +653 | New |
| Ellevest, Inc. | 642 | $276.4K | 0.02% | +6+0.9% | Added |
| V-Square Quantitative Management LLC | 637 | $274.2K | 0.04% | +2+0.3% | Added |
| Arkadios Wealth Advisors | 631 | $271.8K | 0.02% | +80+14.5% | Added |
| Koshinski Asset Management, Inc. | 630 | $271.2K | 0.02% | −867−57.9% | Reduced |
| Capital Counsel LLC | 621 | $267.4K | 0.01% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 618 | $266.1K | 0.11% | +51+9.0% | Added |
| Evergreen Capital Management LLC | 617 | $265.6K | 0.01% | +617 | New |
| Amplius Wealth Advisors, LLC | 617 | $265.6K | 0.03% | −3−0.5% | Reduced |
| Ameritas Advisory Services, LLC | 612 | $263.5K | 0.01% | +5+0.8% | Added |
| AdvisorNet Financial, Inc | 606 | $260.9K | 0.02% | 00.0% | Unchanged |
| DF Dent & Co Inc | 605 | $260.5K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 604 | $260.0K | 0.01% | −137−18.5% | Reduced |
| Prosperity Financial Group, Inc. | 602 | $259.2K | 0.15% | −329−35.3% | Reduced |
| Eagle Global Advisors LLC | 600 | $258.3K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 595 | $256.2K | 0.06% | +595 | New |
| PAX Financial Group, LLC | 592 | $254.9K | 0.05% | +592 | New |
| Bullock Wealth Management Group | 594 | $254.4K | 0.15% | +91+18.1% | Added |
| Fortitude Advisory Group L.L.C. | 577 | $248.4K | 0.16% | −39−6.3% | Reduced |
| HBK Sorce Advisory LLC | 574 | $247.1K | 0.01% | −19−3.2% | Reduced |
| L2 Asset Management, LLC | 574 | $247.0K | 0.07% | −13−2.2% | Reduced |
| Welch & Forbes LLC | 567 | $244.1K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 566 | $243.8K | 0.08% | −69−10.9% | Reduced |
| FLC Capital Advisors | 560 | $241.1K | 0.06% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 556 | $239.4K | 0.00% | +556 | New |
| EntryPoint Capital, LLC | 553 | $238.1K | 0.14% | +55+11.0% | Added |
| Pensionmark Financial Group, LLC | 552 | $237.7K | 0.01% | +552 | New |
| Fiduciary Trust Co | 545 | $234.6K | 0.00% | +545 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 544 | $234.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 545 | $234.0K | 0.15% | +50+10.1% | Added |
| Financial Engines Advisors L.L.C. | 543 | $233.8K | 0.00% | +543 | New |
| Meadow Creek Wealth Advisors LLC | 537 | $231.2K | 0.18% | +537 | New |
| Federation des caisses Desjardins du Quebec | 531 | $228.5K | 0.00% | +136+34.4% | Added |
| Wallace Advisory Group, LLC | 624 | $227.8K | 0.17% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 528 | $227.3K | 0.09% | +528 | New |
| Buckingham Strategic Partners | 522 | $224.7K | 0.00% | +522 | New |
| Lido Advisors, LLC | 521 | $224.3K | 0.00% | +521 | New |
| Wetherby Asset Management Inc | 516 | $222.2K | 0.01% | +516 | New |
| Brophy Wealth Management, LLC | 513 | $220.9K | 0.08% | +513 | New |
| Retirement Guys Formula LLC | 513 | $220.6K | 0.10% | +513 | New |
| Claro Advisors LLC | 508 | $218.7K | 0.03% | +508 | New |
| Claret Asset Management Corp | 504 | $217.0K | 0.04% | +504 | New |
| Siemens Fonds Invest GmbH | 503 | $216.6K | 0.02% | +503 | New |
| Parisi Gray Wealth Management | 500 | $215.3K | 0.07% | +500 | New |
| Brown Miller Wealth Management, LLC | 500 | $215.3K | 0.08% | +500 | New |
| First Western Trust Bank | 498 | $214.4K | 0.01% | +498 | New |
| Whittier Trust Co of Nevada Inc | 498 | $214.4K | 0.01% | +432+654.5% | Added |
| Cigna Investments Inc | 497 | $214.0K | 0.04% | +497 | New |
| SRS Capital Advisors, Inc. | 483 | $207.9K | 0.02% | −78−13.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 477 | $205.4K | 0.05% | +477 | New |
| Fulcrum Equity Management | 477 | $205.4K | 0.17% | +477 | New |
| Cerro Pacific Wealth Advisors LLC | 560 | $204.5K | 0.08% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 473 | $203.6K | 0.01% | +473 | New |
| Signaturefd, LLC | 469 | $201.9K | 0.00% | +49+11.7% | Added |
| Edge Capital Group, LLC | 469 | $201.9K | 0.01% | +469 | New |
| GAMMA Investing LLC | 459 | $197.6K | 0.02% | +116+33.8% | Added |
| Global Retirement Partners, LLC | 424 | $182.5K | 0.01% | +118+38.6% | Added |
| Raleigh Capital Management Inc. | 404 | $173.8K | 0.07% | +5+1.3% | Added |
| Adirondack Trust Co | 400 | $172.2K | 0.07% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 395 | $170.1K | 0.04% | +300+315.8% | Added |
| International Assets Investment Management, LLC | 72,329 | $168.0K | 0.00% | +72,329 | New |
| Eagle Bay Advisors LLC | 381 | $164.0K | 0.06% | −23−5.7% | Reduced |
| Central Pacific Bank - Trust Division | 380 | $163.6K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 373 | $161.0K | 0.00% | −49−11.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 364 | $156.7K | 0.00% | −2−0.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 361 | $155.4K | 0.00% | −10−2.7% | Reduced |
| Huntington National Bank | 317 | $136.5K | 0.00% | +64+25.3% | Added |
| EverSource Wealth Advisors, LLC | 316 | $136.0K | 0.01% | −436−58.0% | Reduced |
| Clearstead Advisors, LLC | 315 | $135.6K | 0.00% | −50−13.7% | Reduced |
| Cubist Systematic Strategies, LLC | 304 | $130.7K | 0.00% | −25,922−98.8% | Reduced |
| Park Place Capital Corp | 301 | $129.6K | 0.04% | −167−35.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 300 | $129.2K | 0.03% | +300 | New |
| Leonteq Securities AG | 275 | $118.4K | 0.01% | −15−5.2% | Reduced |
| Optimum Investment Advisors | 275 | $118.4K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 272 | $117.1K | 0.01% | +8+3.0% | Added |
| C M Bidwell & Associates Ltd | 263 | $113.2K | 0.07% | −37−12.3% | Reduced |
| EMC Capital Management | 5,417 | $106.0K | 0.09% | +4,079+304.9% | Added |
| Private Trust Co NA | 246 | $105.9K | 0.01% | +149+153.6% | Added |
| Point72 (DIFC) Ltd | 245 | $105.6K | 0.01% | −2,301−90.4% | Reduced |
| First Horizon Advisors, Inc. | 235 | $101.2K | 0.00% | +27+13.0% | Added |
| Capital Performance Advisors LLP | 230 | $99.0K | 0.03% | +230 | New |