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 1,020 institutions that hold shares in the stock, with a total of 41.6 Million shares, which have been reported (via 13F filing form) to have a value of $25.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
52
shares
|
$32,069
0.01% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
50
shares
|
$30,836
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
50
shares
|
$30,836
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
49
shares
|
$30,219
0.02% of portfolio
|
Q1 2025
Reduced 18.33%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
47
shares
|
$28,985
0.0% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
47
shares
|
$28,985
0.02% of portfolio
|
Q2 2025
Reduced 42.68%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
47
shares
|
$28,985
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
46
shares
|
$28,369
0.01% of portfolio
|
Q2 2025
Reduced 67.61%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
45
shares
|
$27,752
0.0% of portfolio
|
Q4 2023
Added 28.57%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
45
shares
|
$27,752
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
44
shares
|
$27,135
0.01% of portfolio
|
Q2 2024
Reduced 29.03%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
41
shares
|
$25,285
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
40
shares
|
$24,668
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
40
shares
|
$24,668
0.01% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
38
shares
|
$23,435
0.0% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
37
shares
|
$22,818
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
37
shares
|
$22,818
0.01% of portfolio
|
Q4 2024
Added 146.67%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
35
shares
|
$21,585
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
30
shares
|
$18,501
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
30
shares
|
$18,501
0.0% of portfolio
|
Q2 2025
Added 42.86%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
30
shares
|
$18,501
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
30
shares
|
$18,501
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
29
shares
|
$17,884
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
25
shares
|
$15,418
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
25
shares
|
$15,418
0.0% of portfolio
|
Q2 2025
Reduced 95.89%
|