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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 975 | $442.6K | 0.00% | +37+3.9% | Added |
| Everence Capital Management Inc | 970 | $440.0K | 0.03% | +970 | New |
| Altus Wealth Management, LLC | 969 | $439.8K | 0.20% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 967 | $438.9K | 0.00% | +967 | New |
| Tema ETFs LLC | 952 | $432.1K | 0.18% | +952 | New |
| Quantum Financial Advisors, LLC | 950 | $431.4K | 0.07% | +1+0.1% | Added |
| D'Orazio & Associates, Inc. | 946 | $429.6K | 0.06% | +13+1.4% | Added |
| One Wealth Advisors, LLC | 941 | $427.1K | 0.06% | −124−11.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 938 | $425.8K | 0.12% | −106−10.2% | Reduced |
| Ascent Group, LLC | 933 | $423.5K | 0.03% | −2−0.2% | Reduced |
| Intrust Bank NA | 931 | $422.6K | 0.04% | +144+18.3% | Added |
| Portside Wealth Group, LLC | 928 | $421.2K | 0.07% | −18−1.9% | Reduced |
| Bradley Foster & Sargent Inc | 925 | $419.9K | 0.01% | −15−1.6% | Reduced |
| Prosperity Financial Group, Inc. | 915 | $415.3K | 0.21% | +313+52.0% | Added |
| Parallel Advisors, LLC | 905 | $410.8K | 0.01% | +11+1.2% | Added |
| 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 |
| Crestline Management, LP | 897 | $407.1K | 0.01% | +897 | New |
| Alps Advisors Inc | 878 | $398.5K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 778 | $397.6K | 0.01% | +19+2.5% | Added |
| Grandfield & Dodd, LLC | 861 | $390.8K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 840 | $381.3K | 0.10% | −51−5.7% | Reduced |
| City Center Advisors, LLC | 833 | $378.1K | 0.42% | −148−15.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 827 | $375.4K | 0.01% | −739−47.2% | Reduced |
| Arcus Capital Partners, LLC | 1,071 | $375.1K | 0.12% | +192+21.8% | Added |
| Quantitative Investment Management, LLC | 818 | $371.0K | 0.03% | +818 | New |
| Moneta Group Investment Advisors LLC | 817 | $370.8K | 0.01% | 00.0% | Unchanged |
| WBI Investments | 817 | $370.7K | 0.09% | −3,888−82.6% | Reduced |
| Greenfield Savings Bank | 813 | $369.0K | 0.18% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 806 | $365.6K | 0.01% | −24−2.9% | Reduced |
| Arkadios Wealth Advisors | 800 | $363.3K | 0.02% | +169+26.8% | Added |
| Cresset Asset Management, LLC | 796 | $361.3K | 0.00% | −697−46.7% | Reduced |
| Ignite Planners, LLC | 760 | $360.0K | 0.08% | −5−0.7% | Reduced |
| HighPoint Advisor Group LLC | 804 | $358.8K | 0.02% | +32+4.1% | Added |
| 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 |
| Pinnacle Associates Ltd | 772 | $350.4K | 0.00% | +772 | New |
| Archer Investment Corp | 768 | $348.6K | 0.09% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 766 | $347.7K | 0.07% | −55−6.7% | Reduced |
| Sequoia Financial Advisors, LLC | 765 | $347.3K | 0.00% | +68+9.8% | Added |
| 111 Capital | 755 | $342.7K | 0.07% | +755 | New |
| Smithfield Trust Co | 753 | $341.0K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 750 | $340.4K | 0.03% | +291+63.4% | Added |
| Gsa Capital Partners LLP | 746 | $339.0K | 0.03% | +746 | New |
| Balboa Wealth Partners | 739 | $335.4K | 0.08% | +10+1.4% | Added |
| L2 Asset Management, LLC | 737 | $334.4K | 0.07% | +163+28.4% | Added |
| Bourne Lent Asset Management Inc | 736 | $334.1K | 0.13% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 735 | $333.6K | 0.06% | +143+24.2% | Added |
| Abel Hall, LLC | 734 | $333.2K | 0.21% | +1+0.1% | Added |
| Prelude Capital Management, LLC | 729 | $330.9K | 0.03% | −1,325−64.5% | Reduced |
| Anb Bank | 724 | $328.6K | 0.14% | +724 | New |
| CoreCap Advisors, LLC | 721 | $327.3K | 0.01% | −141−16.4% | Reduced |
| Fifth Third Bancorp | 718 | $325.9K | 0.00% | −302−29.6% | Reduced |
| Bleakley Financial Group, LLC | 714 | $324.1K | 0.01% | −126−15.0% | Reduced |
| Pensionmark Financial Group, LLC | 712 | $323.2K | 0.01% | +160+29.0% | Added |
| Evergreen Capital Management LLC | 712 | $323.2K | 0.01% | +95+15.4% | Added |
| Tevis Investment Management | 706 | $320.5K | 0.24% | −312−30.6% | Reduced |
| Gen-Wealth Partners Inc | 704 | $319.5K | 0.14% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 701 | $318.2K | 0.01% | +179+34.3% | Added |
| Wealthstream Advisors, Inc. | 699 | $317.3K | 0.06% | −15−2.1% | Reduced |
| TrinityPoint Wealth, LLC | 690 | $313.2K | 0.04% | −4−0.6% | Reduced |
| Bullock Wealth Management Group | 689 | $312.7K | 0.18% | +95+16.0% | Added |
| McLean Asset Management Corp | 688 | $312.3K | 0.09% | +7+1.0% | Added |
| Wolff Wiese Magana LLC | 686 | $311.4K | 0.21% | +667+3,510.5% | Added |
| Strategy Asset Managers LLC | 685 | $311.0K | 0.06% | −203−22.9% | Reduced |
| Aptus Capital Advisors, LLC | 685 | $310.9K | 0.00% | +129+23.2% | Added |
| RDA Financial Network | 681 | $309.1K | 0.09% | +681 | New |
| Stevens Capital Management LP | 681 | $309.0K | 0.12% | +681 | New |
| Murphy & Mullick Capital Management Corp | 680 | $308.7K | 0.28% | +680 | New |
| Prospera Financial Services Inc | 678 | $307.8K | 0.01% | +20+3.0% | Added |
| Rockport Wealth LLC | 677 | $307.3K | 0.14% | −13−1.9% | Reduced |
| Lazari Capital Management, Inc. | 672 | $305.0K | 0.12% | +54+8.7% | Added |
| Petros Family Wealth, LLC | 666 | $302.3K | 0.33% | +666 | New |
| Atomi Financial Group, Inc. | 660 | $299.5K | 0.02% | +7+1.1% | Added |
| CHB Investment Group, LLC | 657 | $298.0K | 0.16% | −4−0.6% | Reduced |
| Koshinski Asset Management, Inc. | 656 | $297.8K | 0.03% | +26+4.1% | Added |
| Bensler, LLC | 655 | $297.3K | 0.04% | 00.0% | Unchanged |
| Cynosure Management, LLC | 649 | $294.6K | 0.04% | −208−24.3% | Reduced |
| V-Square Quantitative Management LLC | 641 | $290.9K | 0.04% | +4+0.6% | Added |
| Smith Group Asset Management, LLC | 630 | $286.0K | 0.02% | +630 | New |
| Global Retirement Partners, LLC | 628 | $285.0K | 0.01% | +204+48.1% | Added |
| Welch & Forbes LLC | 626 | $284.1K | 0.00% | +59+10.4% | Added |
| Capital Counsel LLC | 621 | $281.9K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 617 | $280.1K | 0.03% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 617 | $280.0K | 0.08% | −92−13.0% | Reduced |
| Dakota Wealth Management | 609 | $276.4K | 0.01% | +5+0.8% | Added |
| DF Dent & Co Inc | 605 | $274.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 600 | $272.3K | 0.02% | −6−1.0% | Reduced |
| Eagle Global Advisors LLC | 600 | $272.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 599 | $271.9K | 0.03% | −347−36.7% | Reduced |
| USA Financial Portformulas Corp | 585 | $265.5K | 0.04% | +585 | New |
| Optimize Financial Inc | 584 | $265.1K | 0.20% | +584 | New |
| Paulson Wealth Management Inc. | 583 | $264.6K | 0.07% | −73−11.1% | Reduced |
| Gallacher Capital Management LLC | 578 | $262.4K | 0.13% | +578 | New |
| Fortitude Advisory Group L.L.C. | 577 | $261.9K | 0.16% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 575 | $261.0K | 0.08% | +575 | New |
| Kapitalo Investimentos Ltda | 573 | $260.1K | 0.17% | +573 | New |
| CIBC Private Wealth Group, LLC | 544 | $258.9K | 0.00% | −387−41.6% | Reduced |
| HBK Sorce Advisory LLC | 568 | $257.8K | 0.01% | −6−1.0% | Reduced |
| Corton Capital Inc. | 567 | $257.4K | 0.15% | +567 | New |