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 |
|---|---|---|---|---|---|
| Glass Jacobson Investment Advisors llc | 567 | $257.2K | 0.08% | +1+0.2% | Added |
| Ellevest, Inc. | 563 | $255.5K | 0.01% | −79−12.3% | Reduced |
| Financial Engines Advisors L.L.C. | 562 | $255.1K | 0.00% | +19+3.5% | Added |
| FLC Capital Advisors | 560 | $254.2K | 0.06% | 00.0% | Unchanged |
| Straightline Group LLC | 560 | $254.2K | 0.17% | +560 | New |
| Wayfinding Financial, LLC | 554 | $251.0K | 0.13% | +554 | New |
| Fiduciary Trust Co | 545 | $247.4K | 0.00% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 560 | $241.3K | 0.08% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 531 | $241.0K | 0.01% | −591−52.7% | Reduced |
| Warren Street Wealth Advisors, LLC | 521 | $236.5K | 0.10% | −7−1.3% | Reduced |
| Naviter Wealth, LLC | 520 | $236.0K | 0.03% | +520 | New |
| Lido Advisors, LLC | 516 | $234.3K | 0.00% | −5−1.0% | Reduced |
| Claret Asset Management Corp | 508 | $231.0K | 0.04% | +4+0.8% | Added |
| Jones Financial Companies LLLP | 508 | $230.6K | 0.00% | +408+408.0% | Added |
| Polymer Capital Management (US) LLC | 507 | $230.1K | 0.07% | +507 | New |
| Siemens Fonds Invest GmbH | 503 | $230.0K | 0.02% | 00.0% | Unchanged |
| Sym Financial Corp | 505 | $229.2K | 0.03% | +505 | New |
| Covestor Ltd | 501 | $228.0K | 0.14% | −44−8.1% | Reduced |
| Edge Capital Group, LLC | 502 | $227.9K | 0.01% | +33+7.0% | Added |
| Parisi Gray Wealth Management | 500 | $226.9K | 0.07% | 00.0% | Unchanged |
| First Western Trust Bank | 498 | $226.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 498 | $226.0K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 495 | $224.7K | 0.01% | +495 | New |
| Retirement Guys Formula LLC | 494 | $224.0K | 0.11% | −19−3.7% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 488 | $221.5K | 0.07% | +488 | New |
| Poinciana Advisors Group, LLC | 481 | $218.3K | 0.22% | +481 | New |
| GTS Securities LLC | 480 | $217.9K | 0.01% | +480 | New |
| Venture Visionary Partners LLC | 479 | $217.6K | 0.01% | +479 | New |
| Wetherby Asset Management Inc | 478 | $217.0K | 0.01% | −38−7.4% | Reduced |
| XML Financial, LLC | 478 | $217.0K | 0.02% | +478 | New |
| Cutter & CO Brokerage, Inc. | 477 | $216.6K | 0.05% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 477 | $216.5K | 0.21% | +477 | New |
| Twinbeech Capital LP | 473 | $214.7K | 0.00% | +473 | New |
| Citizens Financial Group Inc | 472 | $214.2K | 0.00% | +472 | New |
| Keebeck Wealth Management, LLC | 472 | $214.2K | 0.03% | +472 | New |
| Cigna Investments Inc | 472 | $214.0K | 0.04% | −25−5.0% | Reduced |
| Stratos Wealth Partners, LTD. | 465 | $211.1K | 0.00% | +465 | New |
| LaSalle St. Investment Advisors, LLC | 463 | $210.0K | 0.07% | +463 | New |
| Mayfair Advisory Group, LLC | 461 | $209.2K | 0.12% | −534−53.7% | Reduced |
| Signaturefd, LLC | 457 | $207.4K | 0.00% | −12−2.6% | Reduced |
| Raleigh Capital Management Inc. | 456 | $206.9K | 0.08% | +52+12.9% | Added |
| Personal Cfo Solutions, LLC | 455 | $206.6K | 0.04% | +455 | New |
| Mindset Wealth Management, LLC | 455 | $206.5K | 0.08% | −198−30.3% | Reduced |
| MAI Capital Management | 453 | $205.7K | 0.00% | +453 | New |
| Northwestern Mutual Wealth Management Co | 451 | $204.7K | 0.00% | +90+24.9% | Added |
| Peak Financial Management, Inc. | 450 | $204.3K | 0.06% | +450 | New |
| Moss Adams Wealth Advisors LLC | 447 | $202.9K | 0.02% | +447 | New |
| Great Lakes Advisors, LLC | 446 | $202.4K | 0.00% | +446 | New |
| Guardian Wealth Advisors, LLC | 445 | $202.0K | 0.02% | +445 | New |
| EP Wealth Advisors, LLC | 444 | $201.5K | 0.00% | +444 | New |
| Verdence Capital Advisors LLC | 441 | $200.2K | 0.02% | +441 | New |
| Adirondack Trust Co | 420 | $190.6K | 0.07% | +20+5.0% | Added |
| EverSource Wealth Advisors, LLC | 414 | $187.8K | 0.01% | +98+31.0% | Added |
| SRS Capital Advisors, Inc. | 403 | $182.9K | 0.01% | −80−16.6% | Reduced |
| State of Wyoming | 397 | $180.2K | 0.02% | +397 | New |
| R Squared Ltd | 390 | $177.0K | 0.17% | +390 | New |
| Huntington National Bank | 385 | $174.8K | 0.00% | +68+21.5% | Added |
| Natixis | 360 | $163.4K | 0.00% | −19,547−98.2% | Reduced |
| SBI Securities Co., Ltd. | 335 | $152.1K | 0.00% | +335 | New |
| Smartleaf Asset Management LLC | 321 | $146.8K | 0.01% | +116+56.6% | Added |
| Ci Investments Inc. | 317 | $144.0K | 0.00% | −56−15.0% | Reduced |
| Clearstead Advisors, LLC | 315 | $143.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 309 | $140.3K | 0.02% | −86−21.8% | Reduced |
| Sunbelt Securities, Inc. | 290 | $132.6K | 0.01% | +18+6.6% | Added |
| Park Place Capital Corp | 291 | $132.1K | 0.04% | −10−3.3% | Reduced |
| Whittier Trust Co | 279 | $126.6K | 0.00% | +80+40.2% | Added |
| UMA Financial Services, Inc. | 277 | $125.7K | 0.02% | +277 | New |
| Eagle Bay Advisors LLC | 255 | $115.7K | 0.07% | −126−33.1% | Reduced |
| C M Bidwell & Associates Ltd | 254 | $115.3K | 0.07% | −9−3.4% | Reduced |
| GeoWealth Management, LLC | 253 | $114.8K | 0.00% | +28+12.4% | Added |
| Cullen/Frost Bankers, Inc. | 250 | $113.5K | 0.00% | −114−31.3% | Reduced |
| Altshuler Shaham Ltd | 238 | $108.0K | 0.00% | +227+2,063.6% | Added |
| First Horizon Advisors, Inc. | 230 | $104.4K | 0.00% | −5−2.1% | Reduced |
| Mather Group, LLC. | 225 | $102.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 184 | $98.6K | 0.00% | −16−8.0% | Reduced |
| Private Trust Co NA | 217 | $98.5K | 0.01% | −29−11.8% | Reduced |
| St Germain D J Co Inc | 217 | $98.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 217 | $98.5K | 0.00% | +1+0.5% | Added |
| Headlands Technologies LLC | 212 | $96.2K | 0.01% | −1,101−83.9% | Reduced |
| Penserra Capital Management LLC | 212 | $96.0K | 0.00% | −4,516−95.5% | Reduced |
| Massmutual Trust Co FSB | 199 | $90.3K | 0.00% | +25+14.4% | Added |
| Lindbrook Capital, LLC | 196 | $89.0K | 0.01% | −29−12.9% | Reduced |
| CVA Family Office, LLC | 187 | $84.9K | 0.01% | +7+3.9% | Added |
| Evermay Wealth Management LLC | 180 | $81.7K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 172 | $78.1K | 0.08% | −30−14.9% | Reduced |
| Rakuten Securities, Inc. | 170 | $77.2K | 0.03% | +5+3.0% | Added |
| Silicon Valley Capital Partners | 150 | $68.3K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $68.1K | 0.03% | −125−45.5% | Reduced |
| Chelsea Counsel Co | 150 | $68.1K | 0.04% | 00.0% | Unchanged |
| WPG Advisers, LLC | 149 | $67.6K | 0.06% | +149 | New |
| LGT Financial Advisors LLC | 143 | $64.9K | 0.14% | 00.0% | Unchanged |
| Hemington Wealth Management | 140 | $63.0K | 0.02% | +11+8.5% | Added |
| True Wealth Design, LLC | 133 | $60.4K | 0.02% | +26+24.3% | Added |
| Harbor Capital Advisors, Inc. | 133 | $60.0K | 0.00% | −12−8.3% | Reduced |
| JFS Wealth Advisors, LLC | 125 | $56.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 119 | $54.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 114 | $51.8K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 114 | $51.7K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 113 | $51.3K | 0.01% | +94+494.7% | Added |
| Anchor Investment Management, LLC | 106 | $48.1K | 0.00% | 00.0% | Unchanged |