EME Institutional Ownership
EMCOR Group, Inc.
1W: -7.1%
1M: -12.6%
3M: -5.7%
YTD: +4.3%
1Y: -4.4%
3Y: +242.1%
5Y: +473.0%
$666.36
+0.43 (+0.06%)
After Hours: $666.25 (-0.12, -0.02%)
Weekly Expected Move ±5.6%
$574
$611
$647
$684
$720
Credit Risk of going bust: lower than 82% of companies Debt: 1.8% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.21 (down 99.8%), EMCOR Group, Inc. would be worth roughly what it owes.
Total debt $541.9M against a stock market value of $29.37B.
Distance to default 10.24 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $271.0M (short-term plus half of long-term), stock volatility 45.7%; Altman Z'' 5.14. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.21 (down 99.8%), EMCOR Group, Inc. would be worth roughly what it owes.
Total debt $541.9M against a stock market value of $29.37B.
Distance to default 10.24 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $271.0M (short-term plus half of long-term), stock volatility 45.7%; Altman Z'' 5.14. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — EME
1,321
Institutional Holders
+73 vs prior quarter
0.0%
Ownership
+0.00pp
$34B
Total Invested
177
New Positions
486
Increased
501
Reduced
74
Closed
0.86
Put/Call Ratio
Ownership Trends
Top Institutional Holders (490 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 54,566,270 | $36.4B | +54,501,266 | +83842.9% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 1,978,559 | $1.3B | +1,978,559 | — | 1Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC NEW | 572,283 | $381M | +572,283 | — | 1Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC NEW | 327,915 | $219M | +327,915 | — | 1Q | SEC ↗ |
| 5 | Allianz Asset Management GmbH NEW | 306,729 | $204M | +306,729 | — | 1Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC NEW | 239,678 | $160M | +239,678 | — | 1Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN NEW | 197,226 | $131M | +197,226 | — | 1Q | SEC ↗ |
| 8 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 164,516 | $110M | -126,673 | -43.5% | 2Q | SEC ↗ |
| 9 | Man Group plc NEW | 143,625 | $96M | +143,625 | — | 1Q | SEC ↗ |
| 10 | HSBC HOLDINGS PLC | 109,831 | $73M | -758,393 | -87.3% | 15Q | SEC ↗ |
| 11 | CONGRESS ASSET MANAGEMENT CO | 101,518 | $68M | -3,579 | -3.4% | 3Q | SEC ↗ |
| 12 | CITADEL ADVISORS LLC NEW | 94,598 | $63M | +94,598 | — | 1Q | SEC ↗ |
| 13 | VIRGINIA RETIREMENT SYSTEMS ET Al NEW | 76,613 | $51M | +76,613 | — | 1Q | SEC ↗ |
| 14 | Bristol Gate Capital Partners Inc. NEW | 75,639 | $50M | +75,639 | — | 1Q | SEC ↗ |
| 15 | RENAISSANCE TECHNOLOGIES LLC NEW | 65,640 | $44M | +65,640 | — | 1Q | SEC ↗ |
| 16 | COOKSON PEIRCE & CO INC NEW | 59,774 | $40M | +59,774 | — | 1Q | SEC ↗ |
| 17 | Robeco Institutional Asset Management NEW | 58,007 | $39M | +58,007 | — | 1Q | SEC ↗ |
| 18 | Robeco Schweiz AG NEW | 57,743 | $38M | +57,743 | — | 1Q | SEC ↗ |
| 19 | PRINCIPAL FINANCIAL GROUP INC NEW | 57,163 | $38M | +57,163 | — | 1Q | SEC ↗ |
| 20 | STOCK YARDS BANK & TRUST CO | 56,989 | $38M | +42,303 | +288.0% | 2Q | SEC ↗ |
| 21 | KIRR MARBACH & CO LLC /IN/ | 55,669 | $37M | -2,290 | -4.0% | 3Q | SEC ↗ |
| 22 | Assenagon Asset Management S.A. NEW | 54,579 | $36M | +54,579 | — | 1Q | SEC ↗ |
| 23 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 53,533 | $36M | +53,533 | — | 1Q | SEC ↗ |
| 24 | BANK OF NOVA SCOTIA NEW | 52,754 | $35M | +52,754 | — | 1Q | SEC ↗ |
| 25 | Mariner, LLC | 45,867 | $31M | -39,611 | -46.3% | 2Q | SEC ↗ |
| 26 | IEQ CAPITAL, LLC NEW | 45,206 | $30M | +45,206 | — | 1Q | SEC ↗ |
| 27 | NAVELLIER & ASSOCIATES INC NEW | 40,924 | $27M | +40,924 | — | 1Q | SEC ↗ |
| 28 | INTECH INVESTMENT MANAGEMENT LLC NEW | 40,104 | $27M | +40,104 | — | 1Q | SEC ↗ |
| 29 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 38,454 | $26M | +38,454 | — | 1Q | SEC ↗ |
| 30 | BARLOW WEALTH PARTNERS, LLC | 32,280 | $22M | +214 | +0.7% | 2Q | SEC ↗ |
| 31 | Hamilton Point Investment Advisors, LL | 30,400 | $20M | +1 | +0.0% | 2Q | SEC ↗ |
| 32 | MANUFACTURERS LIFE INSURANCE COMPANY, | 29,271 | $20M | -1,413 | -4.6% | 2Q | SEC ↗ |
| 33 | Baird Financial Group, Inc. NEW | 27,678 | $18M | +27,678 | — | 1Q | SEC ↗ |
| 34 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF NEW | 24,146 | $16M | +24,146 | — | 1Q | SEC ↗ |
| 35 | WASHINGTON TRUST Co NEW | 22,591 | $15M | +22,591 | — | 1Q | SEC ↗ |
| 36 | ADAMS DIVERSIFIED EQUITY FUND, INC. NEW | 21,400 | $14M | +21,400 | — | 1Q | SEC ↗ |
| 37 | Moran Wealth Management, LLC | 20,727 | $14M | -23,421 | -53.1% | 2Q | SEC ↗ |
| 38 | MARSHALL WACE, LLP NEW | 20,600 | $14M | +20,600 | — | 1Q | SEC ↗ |
| 39 | Nykredit A/S NEW | 19,249 | $13M | +19,249 | — | 1Q | SEC ↗ |
| 40 | PARADIGM CAPITAL MANAGEMENT INC/NY NEW | 19,075 | $13M | +19,075 | — | 1Q | SEC ↗ |
| 41 | MERCER GLOBAL ADVISORS INC /ADV NEW | 18,847 | $13M | +18,847 | — | 1Q | SEC ↗ |
| 42 | Ensign Peak Advisors, Inc NEW | 18,517 | $12M | +18,517 | — | 1Q | SEC ↗ |
| 43 | Inspire Investing, LLC NEW | 18,305 | $12M | +18,305 | — | 1Q | SEC ↗ |
| 44 | NISA INVESTMENT ADVISORS, LLC NEW | 17,040 | $11M | +17,040 | — | 1Q | SEC ↗ |
| 45 | Corient Private Wealth LP NEW | 16,835 | $11M | +16,835 | — | 1Q | SEC ↗ |
| 46 | Bogart Wealth, LLC | 15,995 | $11M | +96 | +0.6% | 2Q | SEC ↗ |
| 47 | RITHOLTZ WEALTH MANAGEMENT | 15,962 | $11M | +410 | +2.6% | 2Q | SEC ↗ |
| 48 | Advisors Asset Management, Inc. NEW | 15,674 | $10M | +15,674 | — | 1Q | SEC ↗ |
| 49 | FLPUTNAM INVESTMENT MANAGEMENT CO NEW | 15,441 | $10M | +15,441 | — | 1Q | SEC ↗ |
| 50 | WEDGE CAPITAL MANAGEMENT L L P/NC | 15,307 | $10M | -447 | -2.8% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 1,978,559 | $1.3B |
| GOLDMAN SACHS GROUP INC | 572,283 | $381M |
| AMERIPRISE FINANCIAL INC | 327,915 | $219M |
| Allianz Asset Management GmbH | 306,729 | $204M |
| ENVESTNET ASSET MANAGEMENT INC | 239,678 | $160M |
| WELLS FARGO & COMPANY/MN | 197,226 | $131M |
| Man Group plc | 143,625 | $96M |
| CITADEL ADVISORS LLC | 94,598 | $63M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 76,613 | $51M |
| Bristol Gate Capital Partners Inc. | 75,639 | $50M |
| RENAISSANCE TECHNOLOGIES LLC | 65,640 | $44M |
| COOKSON PEIRCE & CO INC | 59,774 | $40M |
| Robeco Institutional Asset Manageme | 58,007 | $39M |
| Robeco Schweiz AG | 57,743 | $38M |
| PRINCIPAL FINANCIAL GROUP INC | 57,163 | $38M |
| Assenagon Asset Management S.A. | 54,579 | $36M |
| NEW YORK STATE COMMON RETIREMENT FU | 53,533 | $36M |
| BANK OF NOVA SCOTIA | 52,754 | $35M |
| IEQ CAPITAL, LLC | 45,206 | $30M |
| NAVELLIER & ASSOCIATES INC | 40,924 | $27M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +54,501,266 | +83842.9% | 54,566,270 |
| STOCK YARDS BANK & TRUST CO | +42,775 | +582.5% | 50,118 |
| UNIVEST FINANCIAL Corp | +6,864 | +195.6% | 10,374 |
| Talon Private Wealth, LLC | +4,368 | +109200.0% | 4,372 |
| Mariner, LLC | +2,253 | +5.3% | 44,992 |
| AZZAD ASSET MANAGEMENT INC /ADV | +1,783 | +248.3% | 2,501 |
| First National Bank of Hutchinson | +1,409 | +1904.1% | 1,483 |
| Merit Financial Group, LLC | +1,312 | +67.2% | 3,263 |
| DUNCKER STREETT & CO INC | +1,288 | +62.2% | 3,360 |
| CITIZENS FINANCIAL GROUP INC/RI | +1,001 | +77.8% | 2,288 |
| TWIN CAPITAL MANAGEMENT INC | +621 | +18.7% | 3,938 |
| Trust Point Inc. | +560 | +7000.0% | 568 |
| Patten Group, Inc. | +545 | +3633.3% | 560 |
| Segment Wealth Management, LLC | +530 | +10.3% | 5,675 |
| SAPIENT CAPITAL LLC | +496 | +6.9% | 7,680 |
| Parkside Financial Bank & Trust | +477 | +1703.6% | 505 |
| Moss Adams Wealth Advisors LLC | +471 | +1002.1% | 518 |
| MBL Wealth, LLC | +445 | +140.4% | 762 |
| RITHOLTZ WEALTH MANAGEMENT | +410 | +2.6% | 15,962 |
| BARTLETT & CO. WEALTH MANAGEMENT LL | +376 | +5371.4% | 383 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HSBC HOLDINGS PLC | -758,393 | -87.3% | 109,831 |
| CAISSE DE DEPOT ET PLACEMENT DU QUE | -126,673 | -43.5% | 164,516 |
| Mariner, LLC | -41,864 | -98.0% | 875 |
| Moran Wealth Management, LLC | -23,421 | -53.1% | 20,727 |
| Merit Financial Group, LLC | -12,441 | -79.7% | 3,167 |
| Gibraltar Capital Management, Inc. | -10,402 | -97.2% | 299 |
| Candriam S.C.A. | -3,775 | -35.4% | 6,889 |
| CONGRESS ASSET MANAGEMENT CO | -3,579 | -3.4% | 101,518 |
| Western Wealth Management, LLC | -3,377 | -50.4% | 3,325 |
| KIRR MARBACH & CO LLC /IN/ | -2,290 | -4.0% | 55,669 |
| PATTON FUND MANAGEMENT, INC. | -2,026 | -30.7% | 4,566 |
| AXXCESS WEALTH MANAGEMENT, LLC | -1,682 | -79.6% | 430 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -1,413 | -4.6% | 29,271 |
| Walleye Capital LLC | -1,285 | -18.6% | 5,624 |
| Bullock Wealth Management Group | -627 | -86.5% | 98 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | -612 | -5.9% | 9,816 |
| MISSION WEALTH MANAGEMENT, LP | -480 | -18.8% | 2,071 |
| STOCK YARDS BANK & TRUST CO | -472 | -6.4% | 6,871 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | -447 | -2.8% | 15,307 |
| CHICAGO TRUST Co NA | -420 | -48.3% | 450 |