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, Q4 2024
Institutional positions in EMCOR Group, Inc. as of Dec 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
- 891
- +111 vs. Q3 2024
- Shares held
- 42.3M
- −234.2K (−0.6%) vs. Q3 2024
- Total value
- $19.2B
- +$925.6M (+5.1%) vs. Q3 2024
- New holders
- 165
- 310 more added
- Sold out
- 54
- 326 more reduced
14 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding EMCOR Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 585 | $265.5K | 0.04% | +585 | New |
| Manchester Capital Management LLC | 599 | $271.9K | 0.03% | −347−36.7% | Reduced |
| AdvisorNet Financial, Inc | 600 | $272.3K | 0.02% | −6−1.0% | Reduced |
| Eagle Global Advisors LLC | 600 | $272.3K | 0.01% | 00.0% | Unchanged |
| DF Dent & Co Inc | 605 | $274.6K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 609 | $276.4K | 0.01% | +5+0.8% | Added |
| Jackson Creek Investment Advisors LLC | 617 | $280.0K | 0.08% | −92−13.0% | Reduced |
| Amplius Wealth Advisors, LLC | 617 | $280.1K | 0.03% | 00.0% | Unchanged |
| Capital Counsel LLC | 621 | $281.9K | 0.01% | 00.0% | Unchanged |
| Welch & Forbes LLC | 626 | $284.1K | 0.00% | +59+10.4% | Added |
| Global Retirement Partners, LLC | 628 | $285.0K | 0.01% | +204+48.1% | Added |
| Smith Group Asset Management, LLC | 630 | $286.0K | 0.02% | +630 | New |
| V-Square Quantitative Management LLC | 641 | $290.9K | 0.04% | +4+0.6% | Added |
| Cynosure Management, LLC | 649 | $294.6K | 0.04% | −208−24.3% | Reduced |
| Bensler, LLC | 655 | $297.3K | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 656 | $297.8K | 0.03% | +26+4.1% | Added |
| CHB Investment Group, LLC | 657 | $298.0K | 0.16% | −4−0.6% | Reduced |
| Atomi Financial Group, Inc. | 660 | $299.5K | 0.02% | +7+1.1% | Added |
| Petros Family Wealth, LLC | 666 | $302.3K | 0.33% | +666 | New |
| Lazari Capital Management, Inc. | 672 | $305.0K | 0.12% | +54+8.7% | Added |
| Rockport Wealth LLC | 677 | $307.3K | 0.14% | −13−1.9% | Reduced |
| Prospera Financial Services Inc | 678 | $307.8K | 0.01% | +20+3.0% | Added |
| Murphy & Mullick Capital Management Corp | 680 | $308.7K | 0.28% | +680 | New |
| Stevens Capital Management LP | 681 | $309.0K | 0.12% | +681 | New |
| RDA Financial Network | 681 | $309.1K | 0.09% | +681 | New |
| Aptus Capital Advisors, LLC | 685 | $310.9K | 0.00% | +129+23.2% | Added |
| Strategy Asset Managers LLC | 685 | $311.0K | 0.06% | −203−22.9% | Reduced |
| Wolff Wiese Magana LLC | 686 | $311.4K | 0.21% | +667+3,510.5% | Added |
| McLean Asset Management Corp | 688 | $312.3K | 0.09% | +7+1.0% | Added |
| Bullock Wealth Management Group | 689 | $312.7K | 0.18% | +95+16.0% | Added |
| TrinityPoint Wealth, LLC | 690 | $313.2K | 0.04% | −4−0.6% | Reduced |
| Wealthstream Advisors, Inc. | 699 | $317.3K | 0.06% | −15−2.1% | Reduced |
| Buckingham Strategic Partners | 701 | $318.2K | 0.01% | +179+34.3% | Added |
| Gen-Wealth Partners Inc | 704 | $319.5K | 0.14% | 00.0% | Unchanged |
| Tevis Investment Management | 706 | $320.5K | 0.24% | −312−30.6% | Reduced |
| Evergreen Capital Management LLC | 712 | $323.2K | 0.01% | +95+15.4% | Added |
| Pensionmark Financial Group, LLC | 712 | $323.2K | 0.01% | +160+29.0% | Added |
| Bleakley Financial Group, LLC | 714 | $324.1K | 0.01% | −126−15.0% | Reduced |
| Fifth Third Bancorp | 718 | $325.9K | 0.00% | −302−29.6% | Reduced |
| CoreCap Advisors, LLC | 721 | $327.3K | 0.01% | −141−16.4% | Reduced |
| Anb Bank | 724 | $328.6K | 0.14% | +724 | New |
| Prelude Capital Management, LLC | 729 | $330.9K | 0.03% | −1,325−64.5% | Reduced |
| Abel Hall, LLC | 734 | $333.2K | 0.21% | +1+0.1% | Added |
| PAX Financial Group, LLC | 735 | $333.6K | 0.06% | +143+24.2% | Added |
| Bourne Lent Asset Management Inc | 736 | $334.1K | 0.13% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 737 | $334.4K | 0.07% | +163+28.4% | Added |
| Balboa Wealth Partners | 739 | $335.4K | 0.08% | +10+1.4% | Added |
| Gsa Capital Partners LLP | 746 | $339.0K | 0.03% | +746 | New |
| GAMMA Investing LLC | 750 | $340.4K | 0.03% | +291+63.4% | Added |
| Smithfield Trust Co | 753 | $341.0K | 0.02% | 00.0% | Unchanged |
| 111 Capital | 755 | $342.7K | 0.07% | +755 | New |
| Sequoia Financial Advisors, LLC | 765 | $347.3K | 0.00% | +68+9.8% | Added |
| SkyOak Wealth, LLC | 766 | $347.7K | 0.07% | −55−6.7% | Reduced |
| Archer Investment Corp | 768 | $348.6K | 0.09% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 772 | $350.4K | 0.00% | +772 | New |
| Thompson Davis & Co., Inc. | 775 | $351.8K | 0.23% | −625−44.6% | Reduced |
| Thor Investment Management Inc | 775 | $351.8K | 0.27% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 804 | $358.8K | 0.02% | +32+4.1% | Added |
| Ignite Planners, LLC | 760 | $360.0K | 0.08% | −5−0.7% | Reduced |
| Cresset Asset Management, LLC | 796 | $361.3K | 0.00% | −697−46.7% | Reduced |
| Arkadios Wealth Advisors | 800 | $363.3K | 0.02% | +169+26.8% | Added |
| Cassaday & Co Wealth Management LLC | 806 | $365.6K | 0.01% | −24−2.9% | Reduced |
| Greenfield Savings Bank | 813 | $369.0K | 0.18% | 00.0% | Unchanged |
| WBI Investments | 817 | $370.7K | 0.09% | −3,888−82.6% | Reduced |
| Moneta Group Investment Advisors LLC | 817 | $370.8K | 0.01% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 818 | $371.0K | 0.03% | +818 | New |
| Arcus Capital Partners, LLC | 1,071 | $375.1K | 0.12% | +192+21.8% | Added |
| Robertson Stephens Wealth Management, LLC | 827 | $375.4K | 0.01% | −739−47.2% | Reduced |
| City Center Advisors, LLC | 833 | $378.1K | 0.42% | −148−15.1% | Reduced |
| Alliance Wealth Advisors, LLC | 840 | $381.3K | 0.10% | −51−5.7% | Reduced |
| Grandfield & Dodd, LLC | 861 | $390.8K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 778 | $397.6K | 0.01% | +19+2.5% | Added |
| Alps Advisors Inc | 878 | $398.5K | 0.00% | 00.0% | Unchanged |
| Crestline Management, LP | 897 | $407.1K | 0.01% | +897 | New |
| UniSuper Management Pty Ltd | 900 | $408.5K | 0.00% | −974−52.0% | Reduced |
| Hyperion Capital Advisors LP | 900 | $408.5K | 0.21% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 905 | $410.8K | 0.01% | +11+1.2% | Added |
| Prosperity Financial Group, Inc. | 915 | $415.3K | 0.21% | +313+52.0% | Added |
| Bradley Foster & Sargent Inc | 925 | $419.9K | 0.01% | −15−1.6% | Reduced |
| Portside Wealth Group, LLC | 928 | $421.2K | 0.07% | −18−1.9% | Reduced |
| Intrust Bank NA | 931 | $422.6K | 0.04% | +144+18.3% | Added |
| Ascent Group, LLC | 933 | $423.5K | 0.03% | −2−0.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 938 | $425.8K | 0.12% | −106−10.2% | Reduced |
| One Wealth Advisors, LLC | 941 | $427.1K | 0.06% | −124−11.6% | Reduced |
| D'Orazio & Associates, Inc. | 946 | $429.6K | 0.06% | +13+1.4% | Added |
| Quantum Financial Advisors, LLC | 950 | $431.4K | 0.07% | +1+0.1% | Added |
| Tema ETFs LLC | 952 | $432.1K | 0.18% | +952 | New |
| HB Wealth Management, LLC | 967 | $438.9K | 0.00% | +967 | New |
| Altus Wealth Management, LLC | 969 | $439.8K | 0.20% | 00.0% | Unchanged |
| Everence Capital Management Inc | 970 | $440.0K | 0.03% | +970 | New |
| Resonant Capital Advisors, LLC | 975 | $442.6K | 0.03% | +1+0.1% | Added |
| Greenleaf Trust | 975 | $442.6K | 0.00% | +37+3.9% | Added |
| Kovitz Investment Group Partners, LLC | 982 | $446.1K | 0.00% | −68−6.5% | Reduced |
| Csenge Advisory Group | 983 | $446.2K | 0.02% | +44+4.7% | Added |
| Kathmere Capital Management, LLC | 990 | $449.4K | 0.04% | +47+5.0% | Added |
| New Wave Wealth Advisors LLC | 992 | $450.3K | 0.18% | −9−0.9% | Reduced |
| Cim Investment Mangement Inc | 994 | $451.2K | 0.13% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,000 | $453.9K | 0.01% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 1,006 | $456.6K | 0.67% | +1,006 | New |
| Impact Partnership Wealth, LLC | 1,012 | $459.5K | 0.09% | +133+15.1% | Added |