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Institutional Ownership · SEC Form 13F

Who owns EMCOR Group (EME)


Which tracked institutional funds hold EME, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EME company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

1,175
Institutional holders
39M
Shares held (tracked funds)
88.3%
Of shares outstanding

How the tape is positioned

426 tracked funds added or opened EME while 184 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

EME’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes EME more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in EME divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 1175 tracked filers holding EME, 640 increased or opened the position and 550 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in EME between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 47

  • POLEN CAPITAL MANAGEMENT LLC$86M
  • AXIOM INVESTORS LLC /DE$83M
  • Bristol Gate Capital Partners Inc.$63M
  • Nykredit A/S$18M
  • ExodusPoint Capital Management, LP$17M
  • MARSHALL WACE, LLP$17M

Full exits 85

  • LORD, ABBETT & CO. LLC$237M
  • Thrivent Financial for Lutherans$183M
  • Amundi$165M
  • TrinityBridge Ltd$150M
  • KBC Group NV$144M
  • BI Asset Management Fondsmaeglerselskab A/S$72M

Largest adds

  • BlackRock, Inc.$913M
  • VANGUARD CAPITAL MANAGEMENT LLC$267M
  • GOLDMAN SACHS GROUP INC$259M
  • STATE STREET CORP$214M
  • NORGES BANK$205M
  • FIRST TRUST ADVISORS LP$176M

Largest trims

  • FMR LLC$326M
  • Assenagon Asset Management S.A.$169M
  • AMERICAN CENTURY COMPANIES INC$117M
  • UBS Group AG$114M
  • AMERIPRISE FINANCIAL INC$102M
  • Caisse de depot et placement du Quebec$78M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added4,116,754$3.4B12.1%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added2,901,344$2.4B8.6%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed1,988,553$1.7B5.9%2026-Q2
STATE STREET CORP added1,978,559$1.6B5.8%2026-Q2
FMR LLC trimmed1,334,646$1.1B3.9%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed1,281,283$1.1B3.8%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed930,817$760M2.7%2026-Q2
FIRST TRUST ADVISORS LP added772,897$641M2.3%2026-Q2
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed613,035$509M1.8%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed587,535$488M1.7%2026-Q2
Invesco Ltd. trimmed581,246$482M1.7%2026-Q2
GOLDMAN SACHS GROUP INC added572,283$475M1.7%2026-Q2
MORGAN STANLEY added560,165$465M1.7%2026-Q2
NORGES BANK trimmed526,648$437M1.6%2026-Q2
NORTHERN TRUST CORP trimmed477,305$396M1.4%2026-Q2
BANK OF MONTREAL /CAN/ trimmed446,759$371M1.3%2026-Q2
FULLER & THALER ASSET MANAGEMENT, INC. added439,676$365M1.3%2026-Q2
Select Equity Group, L.P. trimmed419,806$348M1.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added416,734$346M1.2%2026-Q2
DEUTSCHE BANK AG\ added412,437$342M1.2%2026-Q2
NORDEA INVESTMENT MANAGEMENT AB added393,220$323M1.1%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed392,311$326M1.2%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added368,895$306M1.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added363,832$302M1.1%2026-Q2
Value Aligned Research Advisors, LLC added349,960$290M1.0%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added347,730$289M1.0%2026-Q2
BANK OF AMERICA CORP /DE/ added340,421$283M1.0%2026-Q2
Qube Research & Technologies Ltd added328,009$272M1.0%2026-Q2
JPMORGAN CHASE & CO added321,330$262M0.9%2026-Q2
Allianz Asset Management GmbH trimmed310,084$229M0.8%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed283,794$236M0.8%2026-Q2
EARNEST PARTNERS LLC trimmed274,102$227M0.8%2026-Q2
TD Asset Management Inc trimmed259,462$215M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO added255,295$212M0.8%2026-Q2
Bank of New York Mellon Corp trimmed250,153$208M0.7%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added239,678$199M0.7%2026-Q2
Epoch Investment Partners, Inc. trimmed239,577$199M0.7%2026-Q2
FEDERATED HERMES, INC. trimmed217,549$181M0.6%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added215,216$179M0.6%2026-Q2
WELLS FARGO & COMPANY/MN added205,034$170M0.6%2026-Q2
Legal & General Group Plc added202,469$168M0.6%2026-Q2
ROYAL BANK OF CANADA added192,456$160M0.6%2026-Q2
TimesSquare Capital Management, LLC trimmed189,107$157M0.6%2026-Q2
Nuveen, LLC trimmed181,425$151M0.5%2026-Q2
Allspring Global Investments Holdings, LLC trimmed180,924$146M0.5%2026-Q2
UBS Group AG trimmed178,305$148M0.5%2026-Q2
Swedbank AB trimmed175,796$146M0.5%2026-Q2
Clark Capital Management Group, Inc. added173,452$144M0.5%2026-Q2
AMERIPRISE FINANCIAL INC trimmed168,379$140M0.5%2026-Q2
SEI INVESTMENTS CO trimmed167,793$139M0.5%2026-Q2
Russell Investments Group, Ltd. added164,919$137M0.5%2026-Q2
Caisse de depot et placement du Quebec trimmed164,516$137M0.5%2026-Q2
MILLENNIUM MANAGEMENT LLC added160,534$133M0.5%2026-Q2
AustralianSuper Pty Ltd trimmed158,448$131M0.5%2026-Q2
ZACKS INVESTMENT MANAGEMENT added144,747$120M0.4%2026-Q2
Man Group plc trimmed143,625$119M0.4%2026-Q2
WORLDQUANT MILLENNIUM ADVISORS LLC added137,869$114M0.4%2026-Q2
Swiss National Bank trimmed125,580$104M0.4%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed124,329$103M0.4%2026-Q2
California Public Employees Retirement System added114,275$95M0.3%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added112,978$94M0.3%2026-Q2
HSBC HOLDINGS PLC trimmed109,831$91M0.3%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. added108,569$90M0.3%2026-Q2
BARCLAYS PLC trimmed108,242$90M0.3%2026-Q2
LPL Financial LLC added107,865$90M0.3%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed106,189$88M0.3%2026-Q2
CONGRESS ASSET MANAGEMENT CO trimmed105,097$87M0.3%2026-Q2
POLEN CAPITAL MANAGEMENT LLC new103,123$86M0.3%2026-Q2
RAYMOND JAMES FINANCIAL INC added100,999$84M0.3%2026-Q2
RHUMBLINE ADVISERS added99,944$83M0.3%2026-Q2
AXIOM INVESTORS LLC /DE new99,778$83M0.3%2026-Q2
SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed98,615$82M0.3%2026-Q2
Sumitomo Mitsui Trust Group, Inc. trimmed98,258$82M0.3%2026-Q2
Vanguard Global Advisers, LLC trimmed96,465$80M0.3%2026-Q2
FRANKLIN RESOURCES INC added94,689$79M0.3%2026-Q2
CITADEL ADVISORS LLC trimmed94,598$79M0.3%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed93,279$77M0.3%2026-Q2
Vinva Investment Management Ltd added90,804$74M0.3%2026-Q2
STOREBRAND ASSET MANAGEMENT AS trimmed89,042$74M0.3%2026-Q2
National Pension Service added86,169$72M0.3%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC added83,261$69M0.2%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added82,544$69M0.2%2026-Q2
CIBC Bancorp USA Inc. added81,221$67M0.2%2026-Q2
VIRGINIA RETIREMENT SYSTEMS ET Al added76,613$64M0.2%2026-Q2
Bristol Gate Capital Partners Inc. new75,639$63M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added74,970$62M0.2%2026-Q2
PANAGORA ASSET MANAGEMENT INC trimmed74,203$62M0.2%2026-Q2
Fiera Capital Corp trimmed73,854$61M0.2%2026-Q2
Gotham Asset Management, LLC trimmed73,030$61M0.2%2026-Q2
PFA Pension, Forsikringsaktieselskab trimmed69,802$58M0.2%2026-Q2
TREMBLANT CAPITAL GROUP trimmed67,255$56M0.2%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed67,091$55M0.2%2026-Q2
ALLIANCEBERNSTEIN L.P. added65,972$49M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added65,752$55M0.2%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added65,640$54M0.2%2026-Q2
Robeco Schweiz AG added65,460$54M0.2%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC added63,559$53M0.2%2026-Q2
Orbis Allan Gray Ltd added62,764$52M0.2%2026-Q2
COOKSON PEIRCE & CO INC added59,774$50M0.2%2026-Q2
KIRR MARBACH & CO LLC /IN/ trimmed57,959$48M0.2%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership