13FPulse
中
EM

EME EMCOR GROUP INC

2026Q2 · CUSIP 29084Q100 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,212
Institutions that reported holding it to the SEC
Net increase in holders
+63
Last quarter 1,149 → now 1,212
How unusual is that
Top 5%
Stronger buying than 96% of US stocks
What the filings say, in one paragraph

1,212 funds held EME at the end of 2026Q2, up 63 from the quarter before. That is stronger buying than 96.2% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $18.6B(YoY +18.9%), the P/E is 22.9x, return on equity is 35.3%. EME has had 25 buying rushes in its history, and the price moved +18.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=223 2013Q4: holders=205 2014Q1: holders=207 2014Q2: holders=209 2014Q3: holders=218 2014Q4: holders=222 2015Q1: holders=230 2015Q2: holders=223 2015Q3: holders=249 2015Q4: holders=239 2016Q1: holders=263 2016Q2: holders=281 2016Q3: holders=291 2016Q4: holders=327 2017Q1: holders=301 2017Q2: holders=294 2017Q3: holders=303 2017Q4: holders=345 2018Q1: holders=337 2018Q2: holders=320 2018Q3: holders=329 2018Q4: holders=318 2019Q1: holders=326 2019Q2: holders=328 2019Q3: holders=348 2019Q4: holders=369 2020Q1: holders=304 2020Q2: holders=329 2020Q3: holders=326 2020Q4: holders=337 2021Q1: holders=357 2021Q2: holders=368 2021Q3: holders=363 2021Q4: holders=389 2022Q1: holders=392 2022Q2: holders=380 2022Q3: holders=378 2022Q4: holders=459 2023Q1: holders=457 2023Q2: holders=489 2023Q3: holders=524 2023Q4: holders=560 2024Q1: holders=652 2024Q2: holders=741 2024Q3: holders=786 2024Q4: holders=883 2025Q1: holders=870 2025Q2: holders=939 2025Q3: holders=1056 2025Q4: holders=1087 2026Q1: holders=1149 2026Q2: holders=1212 -117 -58.5 +0 +58.5 +117 1847291273 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 25 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5% — —
2026Q1 Top 5% — —
2025Q4 Top 20% +6.2% —
2025Q3 Top 1% in the market +31.5% +39.7%
2025Q2 Top 5% +1.2% +27.9%
2024Q4 Top 5% +10.4% +43.9%
2024Q3 Top 10% -19.2% -8.4%
2024Q2 Top 1% in the market +36.0% +18.7%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
330
Change in large funds
+30
Total value they hold
$33.8B
Funds buying for the first time
177
Funds that sold out entirely
114
Price change that quarter
-16.3%
Funds holding puts (bearish)
8
Funds holding calls (bullish)
13

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
22.9
EPS (TTM)
$32.11
EPS YoY
+33.4%
Revenue (TTM)
$18.6B
Revenue YoY
+18.9%
Net margin
7.7%
ROE
35.3%
Debt ratio
59.8%
FCF (TTM)
$1.2B
Dividend (TTM)
$1.30
Quarterly Revenue & EPS
2022-09-30: EPS 2.16 2022-12-31: EPS 2.56 2023-03-31: EPS 2.32 2023-06-30: EPS 2.95 2023-09-30: EPS 3.57 2023-12-31: EPS 4.47 2024-03-31: EPS 4.17 2024-06-30: EPS 5.25 2024-09-30: EPS 5.80 2024-12-31: EPS 6.30 2025-03-31: EPS 5.26 2025-06-30: EPS 6.72 2025-09-30: EPS 6.57 2025-12-31: EPS 9.64 2026-03-31: EPS 6.84 2026-06-30: EPS 9.06 0B 2.6B 5.2B $B 0.00 5.30 10.60 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 25 16 24 32 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-108M200M509M 20162017201820192020202120222023202420252026
Latest quarter $-28M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.