EMCOR Group, Inc.
US ˙ NYSE ˙ US29084Q1004

SecurityEME / EMCOR Group, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,341 shares
Latest Disclosed Value $ 990,074
IFP Advisors, Inc reports 2.97% decrease in ownership of EME / EMCOR Group, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,341 shares of EMCOR Group, Inc. (US:EME) valued at $990,074 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,382 shares of EMCOR Group, Inc.. This represents a change in shares of -2.97% during the quarter. The current value of the position is $1,125,823 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F EMCOR GROUP cs 29084Q100 1,341 -41 -2.97 990 17.16 0.0205
2026-02-06 2025-12-31 13F EMCOR GROUP cs 29084Q100 1,382 -230 -14.27 845 -19.29 0.0190
2026-02-06 2025-09-30 13F/A-1 EMCOR GROUP cs 29084Q100 1,612 -347 -17.71 1,047 0.00 0.0272
2025-12-02 2025-09-30 13F EMCOR GROUP cs 29084Q100 1,623 -336 1,054 0.0272
2025-07-24 2025-06-30 13F EMCOR GROUP cs 29084Q100 1,959 177 9.93 1,048 59.12 0.0298
2025-05-05 2025-03-31 13F EMCOR GROUP cs 29084Q100 1,782 113 6.77 659 -13.08 0.0203
2025-02-04 2024-12-31 13F EMCOR GROUP cs 29084Q100 1,669 147 9.66 758 15.57 0.0248
2025-02-04 2024-09-30 13F EMCOR GROUP cs 29084Q100 1,522 287 23.24 655 45.56 0.0236
2024-07-30 2024-06-30 13F EMCOR GROUP cs 29084Q100 1,235 -845 -40.62 451 -38.19 0.0179
2024-07-30 2024-03-31 13F EMCOR GROUP cs 29084Q100 2,080 -82 -3.79 728 56.56 0.0319
2024-01-09 2023-12-31 13F EMCOR GROUP cs 29084Q100 2,162 -10 -0.46 466 1.97 0.0220
2023-10-12 2023-09-30 13F EMCOR GROUP cs 29084Q100 2,172 -742 -25.46 457 -15.24 0.0205
2023-08-14 2023-06-30 13F/A-1 EMCOR GROUP cs 29084Q100 2,914 -245 -7.76 539 122.31 0.0225
2023-08-04 2023-06-30 13F EMCOR GROUP cs 29084Q100 2,914 -245 224 0.0104
2023-04-18 2023-03-31 13F EMCOR GROUP cs 29084Q100 3,159 -1,036 -24.70 243 0.0106
2023-02-07 2022-12-31 13F EMCOR GROUP cs 29084Q100 4,195 -276 -6.17 0 -100.00 0.0087
2022-11-08 2022-09-30 13F EMCOR GROUP cs 29084Q100 4,471 109 2.50 346 4.22 0.0090
2022-09-06 2022-06-30 13F/A-1 EMCOR GROUP cs 29084Q100 4,362 0 0.00 332 0.00 0.0106
2022-09-06 2022-03-31 13F/A-1 EMCOR GROUP cs 29084Q100 4,362 2,182 100.09 332 19.86 0.0106
2022-08-08 2022-03-31 13F EMCOR GROUP INC COM Stock 29084Q100 2,428 248 183 0.0037
2022-01-12 2021-12-31 13F EMCOR GROUP INC COM Stock 29084Q100 2,180 33 1.54 277 13.06 0.0054
2021-10-06 2021-09-30 13F EMCOR GROUP INC COM Stock 29084Q100 2,147 66 3.17 245 -3.92 0.0049
2021-07-13 2021-06-30 13F EMCOR GROUP INC COM Stock 29084Q100 2,081 342 19.67 255 30.77 0.0053
2021-04-30 2021-03-31 13F EMCOR GROUP INC COM Stock 29084Q100 1,739 170 10.83 195 37.32 0.0038
2021-01-25 2020-12-31 13F EMCOR GROUP INC COM Stock 29084Q100 1,569 -36 -2.24 142 27.93 0.0058
2020-10-29 2020-09-30 13F EMCOR GROUP INC COM Stock 29084Q100 1,605 -11 -0.68 111 5.71 0.0066
2020-08-05 2020-06-30 13F EMCOR GROUP INC COM Stock 29084Q100 1,616 198 13.96 105 23.53 0.0083
2020-05-12 2020-03-31 13F EMCOR GROUP INC COM Stock 29084Q100 1,418 22 1.58 85 -29.75 0.0086
2020-01-17 2019-12-31 13F EMCOR GROUP INC COM Stock 29084Q100 1,396 -11 -0.78 121 3.42 0.0091
2019-11-07 2019-09-30 13F EMCOR GROUP INC COM Stock 29084Q100 1,407 668 90.39 117 116.67 0.0078
2019-05-15 2019-03-31 13F EMCOR GROUP Stock 29084Q100 739 -1,549 -67.70 54 -60.00 0.0074
2019-06-03 2018-12-31 13F/A-10 EMCOR GROUP INC COM Stock 29084Q100 2,288 -1 -0.04 135 -21.51 0.0082
2019-01-23 2018-12-31 13F EMCOR GROUP INC COM Stock 29084Q100 2,288 -1 135 0.0082
2019-06-03 2018-09-30 13F/A-9 EMCOR GROUP INC COM Stock 29084Q100 2,289 2 0.09 172 -1.15 0.0070
2018-10-25 2018-09-30 13F EMCOR GROUP INC COM Stock 29084Q100 2,289 2 172 0.0070
2019-06-03 2018-06-30 13F/A-8 EMCOR GROUP INC COM Stock 29084Q100 2,287 -163 -6.65 174 -13.00 0.0073
2018-08-07 2018-06-30 13F EMCOR GROUP INC COM Stock 29084Q100 2,287 53 174
2019-06-03 2018-03-31 13F/A-7 EMCOR GROUP INC COM Stock 29084Q100 2,450 0 0.00 200 0.00 0.0091
2018-05-09 2018-03-31 13F EMCOR GROUP INC COM Stock 29084Q100 2,234 -216 174
2019-06-03 2017-12-31 13F/A-6 EMCOR GROUP INC COM Stock 29084Q100 2,450 22 0.91 200 19.05 0.0091
2018-01-24 2017-12-31 13F EMCOR GROUP INC COM Stock 29084Q100 2,450 22 200
2017-10-30 2017-09-30 13F EMCOR GROUP INC COM Stock 29084Q100 2,428 -118 -4.63 168 1.20 0.0067
2019-06-03 2017-06-30 13F/A-5 EMCOR GROUP INC COM Stock 29084Q100 2,546 249 10.84 166 14.48 0.0070
2017-07-31 2017-06-30 13F EMCOR GROUP INC COM Stock 29084Q100 2,546 249 166
2019-06-03 2017-03-31 13F/A-4 EMCOR GROUP INC COM Stock 29084Q100 2,297 -158 -6.44 145 -16.67 0.0063
2017-04-26 2017-03-31 13F EMCOR GROUP INC COM Stock 29084Q100 2,297 -158 145
2019-06-03 2016-12-31 13F/A-3 EMCOR GROUP INC COM Stock 29084Q100 2,455 220 9.84 174 30.83 0.0084
2017-02-14 2016-12-31 13F EMCOR GROUP INC COM Stock 29084Q100 2,455 220 174
2016-11-04 2016-09-30 13F EMCOR GROUP INC COM Stock 29084Q100 2,235 1,099 96.74 133 137.50 0.0069
2019-06-03 2016-06-30 13F/A-2 EMCOR GROUP INC COM Stock 29084Q100 1,136 397 53.72 56 3.70 0.0031
2016-08-22 2016-06-30 13F EMCOR GROUP INC COM Stock 29084Q100 1,136 397 56
2019-06-03 2016-03-31 13F/A-1 EMCOR GROUP Stock 29084Q100 739 -144 -16.31 54 28.57 0.0074
2016-05-02 2016-03-31 13F EMCOR GROUP INC COM Stock 29084Q100 1,772 889 86
2016-02-11 2015-12-31 13F EMCOR GROUP INC COM Stock 29084Q100 883 883 42 0.0028
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.