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EMCOR Group, Inc.

EME Industrials
$848.91 $-0.29 (-0.03%)
Market Cap: $37.73 B
Gurus Holding
9
Popularity Rank
#572
% of Shares Held
2.60%
Net Activity (Q1 2026)
+$237.71 M

Guru Ownership Trend

Guru Analysis for EMCOR Group, Inc. (EME)

EMCOR Group, Inc. (EME), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $981.28 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $237.71 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 562.7%. Conversely, George Soros reduced exposure by 83.8%.

Key Holders

Top 5 by Value

$681.35 M
$55.3 M
$53.75 M
$34.52 M
$13.21 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$245.46 M
Total Buy Value
New Buys 3
Additions 3
-$7.75 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
6

FAQs for EMCOR Group, Inc. (EME)

Major holders include Cliff Asness ($681.35 M), Joel Greenblatt ($55.3 M), Ray Dalio ($53.75 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 1.16 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $237.71 M, with 6 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited EME. The total reported sell value was $7.75 M.

Yes, 3 managers opened new positions in EME, and 3 increased their existing holdings. The total reported buy value was $245.46 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.31% Add 40.3% 937,080 $681.35 M Q1 2026
0.17% Add 9.2% 74,895 $55.3 M Q1 2026
0.24% Reduce -10.6% 72,808 $53.75 M Q1 2026
0.06% Add 562.7% 46,750 $34.52 M Q1 2026
0.02% New Buy 17,898 $13.21 M Q1 2026
0.01% Reduce -6.3% 2,884 $2.13 M Q1 2026
0.01% New Buy 2,691 $1.99 M Q1 2026
0.00% New Buy 600 $442,986 Q1 2026
0.00% Reduce -83.8% 328 $242,166 Q1 2026
Date
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Transaction
Value
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Position / Chg
SEC Form