Institutional Ownership EME (NYSE) - EMCOR Group Inc
Institutional Ownership Insights: Discover EME Holdings. Gain a Comprehensive Overview of Funds and Institutions.
Institutions
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Gurufocus
| Valid Date | Name | Percent of EME shares |
Percent of Portfolio |
Number of Shares that are hold |
Change (in shares) |
Change (in Percent) |
|---|---|---|---|---|---|---|
| 2023-09-30 | Congress Asset Management Company, LLP | 1.330% | 1.164% | 625628 | -96512 | -13.36% |
| 2023-09-30 | Bank of New York Mellon Corp | 1.401% | 0.031% | 659055 | -29356 | -4.26% |
| 2023-06-30 | ACK Asset Management LLC | 1.862% | 3.054% | 877400 | 577400 | 192.47% |
| 2023-06-30 | Fuller & Thaler Asset Management Inc | 1.608% | 0.796% | 757837 | -4485 | -0.59% |
| 2023-06-30 | Geode Capital Management, LLC | 1.632% | 0.017% | 769363 | -192626 | -20.02% |
| 2023-06-30 | JPMorgan Chase & Co | 1.095% | 0.010% | 516100 | -134982 | -20.73% |
| 2023-06-30 | Kayne Anderson Rudnick Investment Management LLC | 7.351% | 1.799% | 3464864 | -100462 | -2.82% |
| 2023-06-30 | Lord, Abbett & Co LLC | 1.956% | 0.587% | 921816 | -71897 | -7.24% |
| 2023-06-30 | Millennium Management LLC | 1.031% | 0.044% | 485828 | -29772 | -5.77% |
| 2023-06-30 | Morgan Stanley - Brokerage Accounts | 1.157% | 0.010% | 545488 | 8186 | 1.52% |
| 2023-06-30 | State Street Corporation | 2.825% | 0.013% | 1331693 | -276645 | -17.20% |
| 2023-06-30 | T. Rowe Price Associates, Inc. | 1.012% | 0.012% | 476793 | -2111 | -0.44% |
| 2023-06-30 | Vanguard Group Inc | 10.568% | 0.022% | 4981117 | -244473 | -4.68% |
| 2023-06-30 | FMR Inc | 7.022% | 0.051% | 3309763 | -1214807 | -26.85% |
| 2023-06-30 | Fiera Capital Corporation | 0.983% | 0.248% | 463267 | -10455 | -2.21% |
| 2023-06-30 | Wells Fargo & Co | 1.326% | 0.032% | 624913 | -2181 | -0.35% |
| 2023-06-30 | Amvescap Plc. | 1.392% | 0.032% | 655974 | 125209 | 23.59% |
| 2023-06-30 | Bank of New York Mellon Corp | 1.461% | 0.027% | 688411 | -36769 | -5.07% |
| 2023-06-30 | BlackRock Inc | 10.986% | 0.026% | 5178278 | -974370 | -15.84% |
| 2023-06-30 | Burgundy Asset Management Ltd | 1.372% | 1.406% | 646708 | -21973 | -3.29% |
| 2023-06-30 | Charles Schwab Investment Management Inc | 1.017% | 0.025% | 479219 | -106195 | -18.14% |
| 2023-06-30 | Congress Asset Management Company, LLP | 1.532% | 1.159% | 722140 | -48381 | -6.28% |
| 2023-06-30 | Dimensional Fund Advisors, Inc. | 1.869% | 0.052% | 881001 | -178310 | -16.83% |
| 2023-03-31 | JPMorgan Chase & Co | 1.381% | 0.013% | 651082 | 320153 | 96.74% |
| 2023-03-31 | Wells Fargo & Co | 1.330% | 0.029% | 627094 | 51881 | 9.02% |
| 2023-03-31 | Amvescap Plc. | 1.126% | 0.024% | 530765 | 286942 | 117.68% |
| 2023-03-31 | Envestnet Asset Management Inc | 2.075% | 0.012% | 978137 | 830522 | 562.63% |
| 2023-03-31 | Fuller & Thaler Asset Management Inc | 1.617% | 0.715% | 762322 | -6883 | -0.89% |
| 2023-03-31 | State Street Corporation | 3.412% | 0.015% | 1608338 | 31548 | 2.00% |
| 2023-03-31 | BlackRock Inc | 13.053% | 0.030% | 6152648 | 47507 | 0.78% |
| 2023-03-31 | Morgan Stanley - Brokerage Accounts | 1.140% | 0.009% | 537302 | 15590 | 2.99% |
| 2023-03-31 | Millennium Management LLC | 1.094% | 0.048% | 515600 | 111265 | 27.52% |
| 2023-03-31 | Geode Capital Management, LLC | 2.041% | 0.020% | 961989 | 9577 | 1.01% |
| 2023-03-31 | Lord, Abbett & Co LLC | 2.108% | 0.583% | 993713 | 49310 | 5.22% |
| 2023-03-31 | Charles Schwab Investment Management Inc | 1.242% | 0.029% | 585414 | -3067 | -0.52% |
| 2023-03-31 | Kayne Anderson Rudnick Investment Management LLC | 7.564% | 1.704% | 3565326 | 82360 | 2.36% |
| 2023-03-31 | FMR Inc | 4.800% | 0.034% | 2262285 | 760499 | 50.64% |
Funds
| Valid Date | Name | Percent of EME shares |
Percent of Portfolio |
Number of Shares that are hold |
Change (in shares) |
Change (in Percent) |
|---|---|---|---|---|---|---|
| 2023-10-31 | iShares S&P Mid-Cap 400 Growth ETF | 0.613% | 0.850% | 288281 | - | - |
| 2023-10-31 | iShares Core S&P Mid-Cap ETF | 3.095% | 0.456% | 1456002 | 522 | 0.04% |
| 2023-10-31 | Global X US Infrastructure Dev ETF | 0.522% | 1.049% | 245712 | 240 | 0.10% |
| 2023-09-30 | Vanguard Total Stock Mkt Idx Inv | 3.101% | 0.024% | 1461499 | -23426 | -1.58% |
| 2023-09-30 | State St Russell Sm/Mid Cp® Indx NL Cl C | 0.552% | 0.162% | 260358 | 5900 | 2.32% |
| 2023-09-30 | Vanguard Institutional Extnd Mkt Idx Tr | 1.391% | 0.160% | 655852 | -6942 | -1.05% |
| 2023-09-30 | Vanguard Small Cap Index | 2.573% | 0.214% | 1212880 | -25341 | -2.05% |
| 2023-09-30 | TRP Integrated US Small-Cap Gr Eq | 0.684% | 0.957% | 322400 | -13300 | -3.96% |
| 2023-09-30 | SPDR® S&P MIDCAP 400 ETF Trust | 0.819% | 0.439% | 386229 | -12135 | -3.05% |
| 2023-09-30 | Vanguard Small Cap Value Index Inv | 1.802% | 0.383% | 849357 | -5801 | -0.68% |
| 2023-09-30 | Clark Navigator All Cap Core U.S. Equity | 0.487% | 2.568% | 228894 | 2973 | 1.32% |
| 2023-09-30 | Fidelity® Extended Market Index | 0.523% | 0.165% | 245818 | -262 | -0.11% |
| 2023-09-29 | Global X US Infrastructure Dev ETF | 0.516% | 1.012% | 243177 | 375 | 0.15% |
| 2023-09-29 | iShares Core S&P Mid-Cap ETF | 3.128% | 0.439% | 1474158 | 1040 | 0.07% |
| 2023-09-29 | iShares S&P Mid-Cap 400 Growth ETF | 0.612% | 0.823% | 288500 | - | - |
| 2023-08-31 | Global X US Infrastructure Dev ETF | 0.509% | 1.016% | 240027 | 2040 | 0.86% |
| 2023-08-31 | Fuller & Thaler Behavioral Small-Cap Eq | 1.514% | 1.944% | 712399 | - | - |
| 2023-08-31 | iShares S&P Mid-Cap 400 Growth ETF | 0.680% | 0.893% | 320362 | -656 | -0.20% |
| 2023-08-31 | State St Russell Sm/Mid Cp® Indx NL Cl C | 0.540% | 0.161% | 254458 | - | - |
| 2023-08-31 | iShares Core S&P Mid-Cap ETF | 3.252% | 0.460% | 1532979 | -2037 | -0.13% |
| 2023-08-31 | SPDR® S&P MIDCAP 400 ETF Trust | 0.845% | 0.462% | 398364 | -2372 | -0.59% |
| 2023-08-31 | Vanguard Total Stock Mkt Idx Inv | 3.150% | 0.024% | 1484925 | -115 | -0.01% |
| 2023-08-31 | Fidelity® Extended Market Index | 0.522% | 0.167% | 246080 | 766 | 0.31% |
| 2023-08-31 | Fidelity® Low-Priced Stock | 1.828% | 0.708% | 860154 | - | - |
| 2023-08-31 | Vanguard Small Cap Value Index Inv | 1.814% | 0.390% | 855158 | -2078 | -0.24% |
| 2023-08-31 | Fidelity® Series Small Cap Opps | 0.518% | 1.132% | 243660 | - | - |
| 2023-08-31 | Vanguard Small Cap Index | 2.627% | 0.219% | 1238221 | 5253 | 0.43% |
| 2023-08-31 | Vanguard Institutional Extnd Mkt Idx Tr | 1.406% | 0.164% | 662794 | 2891 | 0.44% |
| 2023-08-31 | Vanguard Extended Market Index Investor | 1.406% | 0.164% | 662794 | 2891 | 0.44% |
| 2023-07-31 | Vanguard Small Cap Value Index Inv | 1.819% | 0.360% | 857236 | 6094 | 0.72% |
| 2023-07-31 | State St Russell Sm/Mid Cp® Indx NL Cl C | 0.540% | 0.149% | 254458 | - | - |
| 2023-07-31 | Vanguard Small Cap Index | 2.616% | 0.201% | 1232968 | 4850 | 0.39% |
| 2023-07-31 | Vanguard Total Stock Mkt Idx Inv | 3.151% | 0.023% | 1485040 | -1457 | -0.10% |
| 2023-07-31 | Vanguard Extended Market Index Investor | 1.400% | 0.150% | 659903 | 6421 | 0.98% |
| 2023-07-31 | SPDR® S&P MIDCAP 400 ETF Trust | 0.850% | 0.431% | 400736 | -1476 | -0.37% |
| 2023-07-31 | Fidelity® Series Small Cap Opps | 0.517% | 1.053% | 243660 | -28500 | -10.47% |
| 2023-07-31 | Fidelity® Extended Market Index | 0.520% | 0.153% | 245314 | 3030 | 1.25% |
| 2023-07-31 | Clark Navigator All Cap Core U.S. Equity | 0.665% | 3.445% | 313615 | 1146 | 0.37% |
| 2023-07-31 | iShares Core S&P Mid-Cap ETF | 3.223% | 0.430% | 1519129 | 7344 | 0.49% |
| 2023-07-31 | Fidelity® Low-Priced Stock | 1.825% | 0.657% | 860154 | - | - |
| 2023-07-31 | iShares S&P Mid-Cap 400 Growth ETF | 0.682% | 0.839% | 321476 | - | - |
| 2023-07-31 | Fidelity® Small Cap Growth | 0.570% | 1.051% | 268437 | -55300 | -17.08% |
| 2023-06-30 | Fidelity® Low-Priced Stock | 1.825% | 0.577% | 860154 | -2249 | -0.26% |
| 2023-06-30 | Fidelity® Series Small Cap Opps | 0.577% | 1.011% | 272160 | -5400 | -1.95% |
| 2023-06-30 | Fidelity® Small Cap Growth | 0.687% | 1.122% | 323737 | -38296 | -10.58% |
| 2023-06-30 | Virtus KAR Small-Cap Core I | 1.372% | 6.688% | 646770 | -52000 | -7.44% |
| 2023-06-30 | Fuller & Thaler Behavioral Small-Cap Eq | 1.511% | 1.944% | 712399 | -5500 | -0.77% |
| 2023-06-30 | TRP Integrated US Small-Cap Gr Eq | 0.712% | 0.812% | 335700 | - | - |
| 2023-06-30 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 1.511% | 1.945% | 712399 | -5500 | -0.77% |
| 2023-05-31 | Fidelity® Small Cap Index | 0.877% | 0.346% | 413179 | 6899 | 1.70% |
| 2023-05-31 | Fidelity® Low-Priced Stock | 1.830% | 0.539% | 862403 | -89364 | -9.39% |
| 2023-05-31 | Fuller & Thaler Behavioral Small-Cap Eq | 1.523% | 1.830% | 717899 | - | - |
| 2023-05-31 | Fidelity® Series Small Cap Opps | 0.589% | 0.991% | 277560 | - | - |
| 2023-05-31 | Fidelity® Small Cap Growth | 0.768% | 1.209% | 362033 | 141860 | 64.43% |
| 2023-03-31 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 1.523% | 1.832% | 717899 | - | - |
| 2023-03-31 | Virtus KAR Small-Cap Core I | 1.483% | 6.623% | 698770 | -12400 | -1.74% |
| 2023-03-31 | Vanguard Instl Ttl Stck Mkt Idx Tr | 3.134% | 0.019% | 1477100 | 26842 | 1.85% |