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EMCOR Group, Inc.

EME Industrials
$658.29 $-40.88 (-5.85%)
Market Cap: $29.04 B
Gurus Holding
8
Popularity Rank
#964
% of Shares Held
2.57%
Net Activity (Q2 2026)
-$17.02 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 Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $745.87 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $17.02 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who dramatically increased their stake. Conversely, Ray Dalio reduced exposure by 55.7%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$54.3 M
Total Buy Value
New Buys 1
Additions 1
-$71.32 M
Total Sell Value
Reductions 6
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
8
Net Buyers
2

FAQs for EMCOR Group, Inc. (EME)

Major holders include Cliff Asness ($759.56 M), Joel Greenblatt ($60.61 M), Renaissance Technologies (RenTech) ($54.47 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.13 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $17.02 M, with 2 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited EME. The total reported sell value was $71.32 M.

Yes, 1 managers opened new positions in EME, and 1 increased their existing holdings. The total reported buy value was $54.3 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.26% Reduce -0.7% 930,817 $759.56 M Q2 2026
0.14% Reduce -2.5% 73,030 $60.61 M Q2 2026
0.08% Add 10840.0% 65,640 $54.47 M Q2 2026
0.11% Reduce -55.7% 32,248 $26.76 M Q2 2026
0.03% Reduce -39.6% 28,245 $23.44 M Q2 2026
0.00% Reduce -16.3% 2,414 $2 M Q2 2026
0.00% New Buy 389 $323,462 Q2 2026
0.00% Reduce -21.0% 259 $214,939 Q2 2026
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