EMCOR 그룹, Inc.
US ˙ NYSE ˙ US29084Q1004

SecurityEME / EMCOR Group, Inc.
InstitutionAdvisory Research Inc
Latest Disclosed Ownership3,624 shares
Latest Disclosed Value $ 2,675,635
Advisory Research Inc reports 8.16% decrease in ownership of EME / EMCOR Group, Inc.

On May 14, 2026 - Advisory Research Inc filed a 13F-HR form disclosing ownership of 3,624 shares of EMCOR Group, Inc. (US:EME) valued at $2,675,635 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,946 shares of EMCOR Group, Inc.. This represents a change in shares of -8.16% during the quarter. The current value of the position is $3,063,838 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)
2026-05-14 2026-03-31 13F EMCOR GROUP COM 29084Q100 3,624 -322 -8.16 2,676 10.81 0.2793
2026-02-13 2025-12-31 13F EMCOR GROUP COM 29084Q100 3,946 89 2.31 2,414 -3.63 0.3034
2025-11-13 2025-09-30 13F EMCOR GROUP COM 29084Q100 3,857 227 6.25 2,505 29.06 0.3290
2025-08-13 2025-06-30 13F EMCOR GROUP COM 29084Q100 3,630 1,192 48.89 1,942 115.43 0.2983
2025-05-14 2025-03-31 13F EMCOR GROUP COM 29084Q100 2,438 -13,902 -85.08 901 -87.85 0.1589
2025-02-13 2024-12-31 13F EMCOR GROUP COM 29084Q100 16,340 -171 -1.04 7,417 4.33 1.2327
2024-11-14 2024-09-30 13F EMCOR GROUP COM 29084Q100 16,511 2,137 14.87 7,109 35.47 1.2629
2024-08-13 2024-06-30 13F EMCOR GROUP COM 29084Q100 14,374 14,374 5,248 0.9871
2020-05-12 2020-03-31 13F EMCOR Group COM 29084Q100 0 -16,534 -100.00 0 -100.00
2020-02-11 2019-12-31 13F EMCOR Group COM 29084Q100 16,534 -709 -4.11 1,427 -3.91 0.0656
2019-11-12 2019-09-30 13F EMCOR Group COM 29084Q100 17,243 2,002 13.14 1,485 10.57 0.0715
2019-08-14 2019-06-30 13F EMCOR Group COM 29084Q100 15,241 15,241 1,343 0.0264
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.