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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 225 | $96.9K | 0.00% | +225 | New |
| Mather Group, LLC. | 225 | $96.9K | 0.00% | −85−27.4% | Reduced |
| Lindbrook Capital, LLC | 225 | $96.9K | 0.01% | +1+0.4% | Added |
| St Germain D J Co Inc | 217 | $93.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 216 | $93.0K | 0.00% | −3−1.4% | Reduced |
| Smartleaf Asset Management LLC | 205 | $87.6K | 0.01% | +77+60.2% | Added |
| AlphaCentric Advisors LLC | 202 | $87.0K | 0.06% | −6−2.9% | Reduced |
| Allworth Financial LP | 200 | $86.1K | 0.00% | −21−9.5% | Reduced |
| Whittier Trust Co | 199 | $85.7K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 180 | $77.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 180 | $77.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 174 | $74.9K | 0.00% | −25−12.6% | Reduced |
| NewSquare Capital LLC | 166 | $71.5K | 0.01% | −21,094−99.2% | Reduced |
| Rakuten Securities, Inc. | 165 | $71.0K | 0.03% | +161+4,025.0% | Added |
| Jaffetilchin Investment Partners, LLC | 164 | $70.6K | 0.01% | +164 | New |
| Silicon Valley Capital Partners | 150 | $64.7K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 150 | $64.6K | 0.03% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 145 | $62.0K | 0.00% | +145 | New |
| LGT Financial Advisors LLC | 143 | $61.6K | 0.15% | 00.0% | Unchanged |
| Hemington Wealth Management | 129 | $57.0K | 0.02% | +129 | New |
| Point72 Hong Kong Ltd | 132 | $56.9K | 0.00% | −31,201−99.6% | Reduced |
| Reuter James Wealth Management, LLC | 127 | $54.7K | 0.01% | +127 | New |
| JFS Wealth Advisors, LLC | 125 | $53.8K | 0.00% | +1+0.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 119 | $51.2K | 0.00% | −12,587−99.1% | Reduced |
| FinTrust Capital Advisors, LLC | 119 | $51.1K | 0.01% | −19−13.8% | Reduced |
| Rise Advisors, LLC | 114 | $49.1K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 114 | $49.1K | 0.00% | +62+119.2% | Added |
| Northwest Investment Counselors, LLC | 114 | $49.1K | 0.01% | +114 | New |
| True Wealth Design, LLC | 107 | $46.1K | 0.02% | +104+3,466.7% | Added |
| Anchor Investment Management, LLC | 106 | $45.6K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 106 | $45.6K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 102 | $43.9K | 0.01% | +50+96.2% | Added |
| Princeton Global Asset Management LLC | 100 | $43.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $43.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $42.8K | 0.00% | +68+212.5% | Added |
| Core Alternative Capital | 99 | $42.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 93 | $40.0K | 0.01% | −224−70.7% | Reduced |
| Hexagon Capital Partners LLC | 87 | $37.5K | 0.01% | −10−10.3% | Reduced |
| Operose Advisors LLC | 87 | $37.5K | 0.01% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 82 | $35.3K | 0.14% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 91 | $33.2K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 77 | $33.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 76 | $32.7K | 0.00% | −26−25.5% | Reduced |
| ORG Wealth Partners, LLC | 76 | $32.7K | 0.01% | +76 | New |
| Frazier Financial Advisors, LLC | 70 | $30.1K | 0.02% | −106−60.2% | Reduced |
| Matrix Trust Co | 70 | $30.0K | 0.01% | −2−2.8% | Reduced |
| WR Wealth Planners, LLC | 67 | $28.8K | 0.01% | +20+42.6% | Added |
| Ossiam | 66 | $28.4K | 0.00% | +66 | New |
| Continuum Advisory, LLC | 54 | $26.9K | 0.00% | +9+20.0% | Added |
| Brown Brothers Harriman & Co | 56 | $24.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 54 | $23.2K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 51 | $22.0K | 0.00% | +9+21.4% | Added |
| REAP Financial Group, LLC | 50 | $21.6K | 0.01% | +6+13.6% | Added |
| Addison Advisors LLC | 49 | $21.1K | 0.01% | −80−62.0% | Reduced |
| Darwin Advisors, LLC | 45 | $19.4K | 0.01% | +45 | New |
| Planning Capital Management Corp | 44 | $18.9K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 43 | $18.5K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 41 | $18.0K | 0.00% | +41 | New |
| Pacific Center for Financial Services | 41 | $17.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 38 | $16.6K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 37 | $15.9K | 0.00% | −2−5.1% | Reduced |
| Prestige Wealth Management Group LLC | 35 | $15.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $12.9K | 0.00% | +16+114.3% | Added |
| Sound Income Strategies, LLC | 25 | $10.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 22 | $9.47K | 0.00% | +22 | New |
| Oarsman Capital, Inc. | 20 | $8.61K | 0.00% | +20 | New |
| Bokf, NA | 19 | $8.19K | 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 |
| Farmers & Merchants Investments Inc | 19 | $8.18K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $6.89K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $6.03K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 15 | $6.00K | 0.00% | −16−51.6% | Reduced |
| Eastern Bank | 13 | $5.60K | 0.00% | +13 | New |
| Macroview Investment Management LLC | 13 | $5.60K | 0.01% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $5.17K | 0.00% | −1−7.7% | Reduced |
| Altshuler Shaham Ltd | 11 | $4.74K | 0.00% | +1+10.0% | Added |
| Valued Wealth Advisors LLC | 10 | $4.31K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 10 | $4.30K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 10 | $4.30K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 10 | $4.30K | 0.00% | +3+42.9% | Added |
| Bell Investment Advisors, Inc | 9 | $3.88K | 0.00% | +1+12.5% | Added |
| Sachetta, LLC | 8 | $3.44K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 6 | $2.58K | 0.00% | +6 | New |
| Byrne Asset Management LLC | 6 | $2.58K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 4 | $2.01K | 0.00% | −3,351−99.9% | Reduced |
| Claris Advisors, LLC | 4 | $1.72K | 0.00% | +4 | New |
| Glen Eagle Advisors, LLC | 3 | $1.29K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.28K | 0.00% | +1+50.0% | Added |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | −1−25.0% | Reduced |
| Riverview Trust Co | 2 | $861 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $431 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $431 | 0.00% | +1 | New |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −189,600−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −40,487−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −29,355−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −26,900−100.0% | Sold out |
| Scalar Gauge Management, LLC | 0 | $0 | 0.00% | −24,500−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −22,597−100.0% | Sold out |