Institutional Ownership Emcor Group, Inc. (EME)
This table provides information about the institutional ownership of Emcor Group, Inc. (EME). We have compiled data on the 957 institutions that hold shares in the stock, with a total of 40.7 Million shares, which have been reported (via 13F filing form) to have a value of $22.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
638
shares
|
$356,629
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
633
shares
|
$353,834
0.01% of portfolio
|
Q3 2022
Added 27.36%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Jul 08, 2025 Q2 2025 |
633
shares
|
$353,834
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
628
shares
|
$351,039
0.01% of portfolio
|
Q4 2024
Added 48.11%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
626
shares
|
$349,921
0.0% of portfolio
|
Q4 2024
Added 10.41%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
625
shares
|
$349,362
0.03% of portfolio
|
Q1 2025
Reduced 48.98%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
617
shares
|
$344,890
0.12% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
613
shares
|
$342,654
0.03% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
609
shares
|
$340,418
0.07% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
607
shares
|
$339,300
0.01% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
605
shares
|
$338,182
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
605
shares
|
$338,182
0.0% of portfolio
|
Q2 2024
Reduced 50.25%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
605
shares
|
$338,182
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
605
shares
|
$338,182
0.02% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
600
shares
|
$335,388
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
600
shares
|
$335,388
0.01% of portfolio
|
Q1 2025
Reduced 27.45%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
600
shares
|
$335,388
0.09% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
596
shares
|
$333,152
0.1% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
590
shares
|
$329,798
0.0% of portfolio
|
Q1 2025
Added 32.29%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
590
shares
|
$329,798
0.29% of portfolio
|
Q2 2025
Reduced 12.46%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
586
shares
|
$327,562
0.01% of portfolio
|
Q1 2023
Added 0.17%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
578
shares
|
$323,090
0.04% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
577
shares
|
$322,531
0.18% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
571
shares
|
$319,177
0.13% of portfolio
|
Q2 2025
Added 14.66%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
570
shares
|
$318,618
0.01% of portfolio
|
Q1 2025
New holding
|