HolderBook

EMCOR GROUP INC (EME)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

42
Reporting holders
$107.6M
Reported value
0.0%
Calls
0.0%
Puts
-1,209
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CONGRESS ASSET MANAGEMENT CO$76.6M101,5180.50%32q-3.4%-$2.7M
TILIA FIDUCIARY PARTNERS, INC.$6.6M8,7541.52%7q+102.4%+$3.3M
SPRING CAPITAL MANAGEMENT, LLC$6.1M8,0202.90%newNEW
SAPIENT CAPITAL LLC$5.8M7,6800.08%2q-46.5%-$5.0M
Farther Finance Advisors, LLC$1.7M2,2720.01%16q-13.0%-$255.8K
GAMMA Investing LLC$1.7M2,2440.06%12q+7.3%+$115.4K
Venture Visionary Partners LLC$993.2K1,3160.03%3q+48.7%+$325.3K
Vann Equity Management LLC$728.6K9660.43%3q-0.7%-$5.3K
Monument Capital Management$721.3K9560.15%14q-90.9%-$7.2M
Greenfield Savings Bank$577.9K7660.22%11qHELD
Legacy Wealth Asset Management, LLC$547.0K7250.12%16q+2.5%+$13.6K
Cooper Financial Group$523.1K6930.04%12q+9.0%+$43.0K
Bullock Wealth Management Group$499.9K6500.21%11q-5.5%-$29.2K
CoreCap Advisors, LLC$473.8K6280.01%11qHELD
Wedmont Private Capital$467.7K6010.01%5q+16.0%+$64.6K
RIVERSEDGE ADVISORS, LLC$443.1K5870.05%3q+59.5%+$165.3K
PFW Advisors LLC$414.2K5490.12%14q-6.2%-$27.2K
Apella Capital, LLC$361.7K4610.00%2q+15.0%+$47.1K
Elm3 Financial Group, LLC$353.1K4680.24%3q-3.7%-$13.6K
Financial Enhancement Group LLC$293.5K3740.03%3q+0.8%+$2.4K
LifeGoal Investments, LLC$290.5K3850.09%3q-1.5%-$4.5K
CANANDAIGUA NATIONAL BANK & TRUST CO$272.4K3610.02%14q+1.7%+$4.5K
Valeo Financial Advisors, LLC$248.3K3290.01%3q+15.0%+$32.5K
Kaizen Financial Strategies$221.1K2930.09%4q-23.5%-$67.9K
Versant Capital Management, Inc$218.0K2890.02%32q+18.0%+$33.2K
Central Pacific Bank - Trust Division$143.4K1900.02%11qHELD
MassMutual Private Wealth & Trust, FSB$100.3K1330.00%21q-26.9%-$37.0K
BURKETT FINANCIAL SERVICES, LLC$53.6K710.02%newNEW
TOTH FINANCIAL ADVISORY CORP$49.0K650.00%8q+6.6%+$3.0K
ATWOOD & PALMER INC$48.3K640.00%7q+236.8%+$34.0K
GK Wealth Management LLC$31.0K410.02%newNEW
ARMSTRONG ADVISORY GROUP, INC$21.1K280.00%5q-39.1%-$13.6K
ELEVATION WEALTH PARTNERS, LLC$18.1K240.01%3q+166.7%+$11.3K
Mn Services Vermogensbeheer B.V.$9.8K12,9740.07%6qHELD
Grove Bank & Trust$6.0K80.00%8qHELD
Retirement Wealth Solutions LLC$3.8K50.00%newNEW
MJT & Associates Financial Advisory Group, Inc.$3.0K40.00%2q-33.3%-$1.5K
Byrne Asset Management LLC$2.3K30.00%10qHELD
Marquette Asset Management, LLC$2.3K30.00%3qHELD
GILPIN WEALTH MANAGEMENT, LLC$1.5K20.00%newNEW
Planning Strategies Inc.$1.5K20.00%2qHELD
Trust Co$75410.00%4qHELD
Davis Capital Management$75410.00%5qHELD
CX Institutional$2252980.01%7q+4.2%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-04-30Schwarzwaelder StevenDirectorSold5,602$5.0M
2026-05-01Altmeyer John WDirectorSold2,500$2.2M
2026-05-11Reid William PDirectorSold2,000$1.9M
2026-06-17Lowe Carol PDirectorSold950$802.3K
2026-04-30Nalbandian Jason RSVP, CFO, Chief Acct. OfficerSold800$685.1K
2026-04-30Lind Robert PeterVP and ControllerSold675$603.6K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202642$107.6M142,530515130.0%
Q2 20261,251$37.4B44,566,0761664634051.2%
Q1 20261,161$31.3B41,922,5741574173761.1%
Q4 20251,102$26.9B43,324,5951224103611.2%
Q3 20251,069$27.2B41,420,4001813353811.3%
Q2 2025947$23.1B42,748,0121663113281.0%
Q1 2025878$15.8B42,232,2951013303121.3%
Q4 2024893$19.4B42,234,6161142953151.1%
Q3 2024792$18.7B42,792,5341152812561.3%
Q2 2024749$16.4B44,379,7811332552591.0%
Q1 2024661$15.9B45,082,1661351772550.9%
Q4 2023570$9.9B45,778,617631901960.4%
Q3 2023529$9.5B45,016,120771452160.5%
Q2 2023492$8.4B45,397,681631321910.1%
Q1 2023464$8.0B50,071,270471621670.2%
Q4 2022465$6.8B45,536,3431031261500.4%
Q3 2022384$5.2B45,174,295341191560.1%
Q2 2022383$4.8B46,453,204361201530.2%
Q1 2022394$5.6B49,232,187411271300.1%
Q4 2021393$6.4B49,965,587321151330.1%
Q3 2021369$5.8B50,191,647311121360.1%
Q2 2021375$6.3B51,026,292421091430.1%
Q1 2021362$5.8B51,865,18449991320.1%
Q4 2020342$4.8B52,240,13242901310.1%
Q3 2020330$3.5B51,788,58641821380.1%
Q2 2020332$3.4B52,122,45960941250.1%
Q1 2020306$3.3B53,459,71322991240.1%
Q4 2019374$4.6B53,272,787431061390.1%
Q3 2019351$4.5B52,119,795501011180.1%
Q2 2019335$4.6B52,573,02849781330.2%
Q1 2019332$3.9B53,369,81148951200.0%
Q4 2018322$3.3B54,548,1984580.0%