EMCOR Group Inc (EME) Ownership

504.92 ↓22.03 (-4.18%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of EMCOR Group Inc (EME), owning a total of 5.9 million shares. Combined, the top 35 institutional holders of EME own 80.40% of the company with a total of 37.2 million shares.

In the latest ownership report on June 30th 2024, the top 35 institutional holders decreased their combined ownership of EME by 0.9 million shares. 7 institutions bought 1,193,837 total additional shares and increased their ownership by an average of 12.91%. However 14 institutions sold 2,135,649 total shares and decreased their ownership by an average of 10.49%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of EMCOR Group decreased by a net total of -941,812 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	12.805%	13.713%	5,890,755	710,377	2024-06-30
Vanguard Group Inc	10.515%	-0.831%	4,837,174	-40,536	2024-06-30
FMR Inc	7.836%	-20.343%	3,604,673	-920,569	2024-06-30
Kayne Anderson Rudnick Investment Management LLC	5.791%	-10.799%	2,663,747	-322,482	2024-06-30
State Street Corp	3.453%	12.318%	1,588,241	174,180	2024-06-30
Amvescap Plc.	2.591%	-2.320%	1,192,045	-28,312	2024-06-30
Select Equity Group LP	2.537%	-14.316%	1,167,140	-194,999	2024-06-30
Morgan Stanley - Brokerage Accounts	2.330%	5.807%	1,071,996	58,834	2024-06-30
Fuller & Thaler Asset Management Inc	2.193%	-7.070%	1,008,732	-76,748	2024-06-30
Geode Capital Management, LLC	2.060%	10.174%	947,531	87,499	2024-06-30
NORGES BANK	1.525%	-1.687%	701,601	-12,037	2024-06-30
Lord, Abbett & Co LLC	1.307%	-7.148%	601,093	-46,274	2024-06-30
Dimensional Fund Advisors, Inc.	1.053%	-10.169%	484,288	-54,823	2024-06-30
Wells Fargo & Co	1.052%	-6.602%	483,919	-34,207	2024-06-30
Bank of New York Mellon Corp	1.032%	-3.412%	474,817	-16,772	2024-06-30
Burgundy Asset Management Ltd	1.007%	-32.994%	463,264	-228,117	2024-06-30
Northern Trust Corp	0.914%	18.724%	420,606	66,335	2024-06-30
AQR Capital Management LLC	0.896%	27.486%	412,382	88,909	2024-06-30
Congress Asset Management Company, LLP	0.849%	-28.424%	396,065	-157,284	2024-06-30
First Trust Advisors L.P.	0.794%	2.156%	365,057	7,703	2024-06-30
Charles Schwab Investment Management Inc	0.767%	-0.701%	352,585	-2,489	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	12.805%	13.713%	5,890,755	710,377	2024-06-30
Vanguard Group Inc	10.515%	-0.831%	4,837,174	-40,536	2024-06-30
FMR Inc	7.836%	-20.343%	3,604,673	-920,569	2024-06-30
Kayne Anderson Rudnick Investment Management LLC	5.791%	-10.799%	2,663,747	-322,482	2024-06-30
State Street Corp	3.453%	12.318%	1,588,241	174,180	2024-06-30
State Street Corporation	3.031%	3.850%	1,414,061	52,418	2024-03-31
Amvescap Plc.	2.591%	-2.320%	1,192,045	-28,312	2024-06-30
Select Equity Group LP	2.537%	-14.316%	1,167,140	-194,999	2024-06-30
Morgan Stanley - Brokerage Accounts	2.330%	5.807%	1,071,996	58,834	2024-06-30
Fuller & Thaler Asset Management Inc	2.193%	-7.070%	1,008,732	-76,748	2024-06-30
Envestnet Asset Management Inc	2.075%	562.627%	978,137	830,522	2023-03-31
Geode Capital Management, LLC	2.060%	10.174%	947,531	87,499	2024-06-30
ACK Asset Management LLC	1.862%	192.467%	877,400	577,400	2023-06-30
NORGES BANK	1.525%	-1.687%	701,601	-12,037	2024-06-30
Lord, Abbett & Co LLC	1.307%	-7.148%	601,093	-46,274	2024-06-30
Millennium Management LLC	1.033%	-5.774%	485,828	-29,772	2023-06-30
Dimensional Fund Advisors, Inc.	1.053%	-10.169%	484,288	-54,823	2024-06-30
Wells Fargo & Co	1.052%	-6.602%	483,919	-34,207	2024-06-30
Bank of New York Mellon Corp	1.032%	-3.412%	474,817	-16,772	2024-06-30
Fiera Capital Corporation	0.985%	-2.207%	463,267	-10,455	2023-06-30
Burgundy Asset Management Ltd	1.007%	-32.994%	463,264	-228,117	2024-06-30
T. Rowe Price Associates, Inc.	0.977%	-3.576%	459,743	-17,050	2023-09-30
Goldman Sachs Group Inc	0.966%	54.313%	453,930	159,768	2023-12-31
Allspring Global Investments Holdings, LLC	0.931%	20.517%	434,523	73,975	2024-03-31
JPMorgan Chase & Co	0.923%	-15.831%	434,396	-81,704	2023-09-30
AllianceBernstein L.P.	0.895%	-0.967%	426,375	-4,163	2022-06-30
TimesSquare Capital Management, LLC	0.907%	93.419%	426,083	205,793	2023-12-31
Victory Capital Management Inc.	0.887%	-51.649%	421,805	-450,583	2023-03-31
Northern Trust Corp	0.914%	18.724%	420,606	66,335	2024-06-30
AQR Capital Management LLC	0.896%	27.486%	412,382	88,909	2024-06-30
Congress Asset Management Company, LLP	0.849%	-28.424%	396,065	-157,284	2024-06-30
Acadian Asset Management LLC	0.839%	55.623%	391,469	139,919	2024-03-31
Los Angeles Capital Management LLC	0.786%	24.866%	369,886	73,660	2023-09-30
First Trust Advisors L.P.	0.794%	2.156%	365,057	7,703	2024-06-30
Charles Schwab Investment Management Inc	0.767%	-0.701%	352,585	-2,489	2024-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of EMCOR Group Inc (EME), owning a total of 1.5 million shares. Combined, the top 45 mutual fund holders of EME own 49.36% of the company with a total of 23 million shares.

In the latest ownership report on October 31st 2024, the top 45 fund holders increased their combined ownership of EME by 9 thousand shares. 3 funds bought 1,655 total additional shares and increased their ownership by an average of 0.12%. However 2 funds sold 10,343 total shares and decreased their ownership by an average of 1.73%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding EMCOR Group decreased by a net total of -8,688 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.194%	0.055%	1,469,064	800	2024-10-31
Invesco S&P MidCap Quality ETF	0.991%	0.087%	456,045	395	2024-10-31
Global X US Infrastructure Dev ETF	0.634%	0.000%	291,595	0	2024-10-31
iShares S&P Mid-Cap 400 Growth ETF	0.632%	-0.049%	290,660	-143	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.628%	-3.411%	288,858	-10,200	2024-10-31
State St S&P Midcap® Indx SL Cl II	0.461%	0.000%	212,060	0	2024-10-31
Invesco S&P MidCap Momentum ETF	0.437%	0.230%	200,921	460	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.211%	-0.689%	1,477,267	-10,250	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.140%	1.851%	1,477,100	26,842	2023-03-31
iShares Core S&P Mid-Cap ETF	3.194%	0.055%	1,469,064	800	2024-10-31
Vanguard Small Cap Index	2.539%	-1.751%	1,168,073	-20,822	2024-09-30
iShares Russell 2000 ETF	2.260%	0.188%	1,074,679	2,015	2023-06-21
Fuller & Thaler Behavioral Small-Cap Eq	2.147%	0.000%	1,010,099	0	2023-11-30
Fuller & Thaler Behavioral Sm-Cp Eq R6	2.147%	41.788%	1,010,099	297,700	2023-09-30
FullerThaler Behavioral Small-Cap Equity	2.069%	0.000%	951,872	0	2024-08-31
FullerThaler Behavioral Sm-Cp Eq R6	2.069%	-7.157%	951,872	-73,379	2024-06-30
Vanguard Small Cap Value Index Inv	1.719%	-0.851%	790,830	-6,784	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.512%	-3.077%	695,545	-22,081	2024-09-30
Vanguard Extended Market Index Investor	1.406%	0.438%	662,794	2,891	2023-08-31
Fidelity® Low-Priced Stock	1.387%	-23.985%	652,329	-205,825	2023-10-31
Virtus KAR Small-Cap Core I	1.122%	-10.204%	516,057	-58,641	2024-06-30
Invesco S&P MidCap Quality ETF	0.991%	0.087%	456,045	395	2024-10-31
Victory Small Cap Value CIT (Net 75)	0.891%	-47.853%	425,000	-390,000	2022-12-31
Fidelity® Small Cap Index	0.877%	1.698%	413,179	6,899	2023-05-31
SPDR® S&P MIDCAP 400 ETF Trust	0.810%	-0.688%	372,376	-2,578	2024-09-30
iShares Russell 2000 Growth ETF	0.782%	0.151%	371,978	562	2023-06-21
iShares S&P Mid-Cap 400 Value ETF	0.722%	-0.367%	343,878	-1,265	2022-11-30
T. Rowe Price QM US Small-Cap Gr Eq	0.704%	0.000%	335,700	0	2023-03-31
T. Rowe Price Integrated US SmCapGrEq	0.720%	0.000%	335,700	335,700	2024-03-31
Fidelity Dividend Growth	0.720%	-2.417%	331,100	-8,200	2024-09-30
Pacer US Cash Cows 100 ETF	0.690%	0.338%	324,637	1,092	2024-02-29
TRP Integrated US Small-Cap Gr Eq	0.685%	-3.962%	322,400	-13,300	2023-09-30
T. Rowe Price Integrated US Sm Gr Eq	0.685%	-3.962%	322,400	-13,300	2023-09-30
Fidelity OTC	0.658%	-7.277%	307,100	-24,100	2024-06-30
Global X US Infrastructure Dev ETF	0.634%	0.000%	291,595	0	2024-10-31
iShares S&P Mid-Cap 400 Growth ETF	0.632%	-0.049%	290,660	-143	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.628%	-3.411%	288,858	-10,200	2024-10-31
Fidelity Extended Market Index	0.590%	-4.015%	271,544	-11,358	2024-09-30
JPMorgan Small Cap Growth A	0.576%	-1.301%	271,493	-3,579	2023-05-31
Victory Sycamore Small Company Opp R	0.568%	-36.471%	270,000	-155,000	2023-03-31
Fidelity® Small Cap Growth	0.569%	-17.082%	268,437	-55,300	2023-07-31
Fidelity® Extended Market Index	0.542%	1.781%	254,832	4,459	2023-11-30
Strategic Advisers® Fidelity US TtlStk	0.523%	14.379%	245,866	30,909	2023-11-30
Fidelity® Series Small Cap Opps	0.499%	0.000%	234,660	0	2023-10-31
Fidelity VIP Contrafund Initial	0.510%	0.990%	234,650	2,300	2024-09-30
Strategic Advisers Fidelity US TtlStk	0.501%	-6.416%	234,034	-16,045	2024-05-31
Fidelity Low-Priced Stock	0.492%	-0.377%	226,475	-858	2024-08-31
Fidelity Series Small Cap Opps	0.467%	-3.813%	219,460	-8,700	2024-02-29
State St S&P Midcap® Indx SL Cl II	0.461%	0.000%	212,060	0	2024-10-31
Clark Navigator All Cap Core U.S. Equity	0.448%	0.195%	205,873	401	2024-09-30
Invesco S&P MidCap Momentum ETF	0.437%	0.230%	200,921	460	2024-10-31
Fidelity	0.429%	0.000%	200,000	0	2024-07-31