| 0.07% |
| 4 | STATE STREET CORP | 2.0M | $1.64B | +2.3% | 4.452% | 0.02% |
| 5 | FMR LLC | 1.3M | $1.11B | -31.9% | 3.003% | 0.05% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $1.06B | -13.2% | 2.883% | 0.06% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 931K | $759.6M | -0.7% | 2.095% | 0.26% |
| 8 | FIRST TRUST ADVISORS LP | 773K | $641.4M | +22.6% | 1.739% | 0.38% |
| 9 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 613K | $508.7M | -13.3% | 1.379% | 1.58% |
| 10 | VICTORY CAPITAL MANAGEMENT INC | 588K | $487.6M | -21.8% | 1.322% | 0.27% |
| 11 | Invesco Ltd. | 581K | $482.4M | -12.1% | 1.308% | 0.04% |
| 12 | GOLDMAN SACHS GROUP INC | 572K | $474.9M | +95.8% | 1.288% | 0.04% |
| 13 | MORGAN STANLEY | 560K | $464.9M | +5.8% | 1.260% | 0.02% |
| 14 | NORGES BANK | 527K | $437.1M | — | 1.185% | 0.04% |
| 15 | NORTHERN TRUST CORP | 477K | $396.1M | -1.8% | 1.074% | 0.05% |
| 16 | BANK OF MONTREAL /CAN/ | 447K | $370.8M | -7.4% | 1.005% | 0.12% |
| 17 | FULLER & THALER ASSET MANAGEMENT, INC. | 440K | $364.9M | +51.2% | 0.989% | 0.99% |
| 18 | Select Equity Group, L.P. | 420K | $348.4M | -24.5% | 0.945% | 1.72% |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 417K | $345.8M | +9.0% | 0.938% | 0.06% |
| 20 | DEUTSCHE BANK AG\ | 412K | $342.3M | +7.2% | 0.928% | 0.10% |
| 21 | DIMENSIONAL FUND ADVISORS LP | 392K | $325.5M | -2.8% | 0.883% | 0.06% |
| 22 | NORDEA INVESTMENT MANAGEMENT AB | 393K | $323.4M | +0.6% | 0.885% | 0.26% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 369K | $306.1M | +6.9% | 0.830% | 0.04% |
| 24 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 364K | $301.9M | +9.1% | 0.819% | 0.36% |
| 25 | Value Aligned Research Advisors, LLC | 350K | $290.4M | +56.6% | 0.787% | 0.72% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in EME — a direct measure of their conviction.
Institutions that fully closed their EME position in Q2 2026
| 95.79% |
| +1.23 pp |
| $14.79B |
| 18% |
| Q4 2024 | 854 | +12% | 94.56% | 0.23 pp | $18.05B | +2.0% |
| Q3 2024 | 765 | — | 94.79% | — | $17.70B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
160 institutions opened new positions in EME during Q2 2026, while 75 fully exited. 851 added to existing positions and 194 trimmed.
EME institutional ownership rose by 0.07 percentage points quarter-over-quarter, with a net change of +93 holders.
The top 10 institutions account for 41.6% of all reported 13F value in EME, and the top 25 account for 58.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
EMCOR Group, Inc. (EME) Institutional Ownership