undamentalytics Newsletter

Emcor: which funds bought and sold

Institutions that bought and sold Emcor shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 648 institutions that filed 13F reports for both quarters added to or opened positions in Emcor, and 493 cut or closed them. Together they sold a net 469K shares, −1.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 359K shares (−4.2%); index fund managers were net sellers of 129K shares (−0.9%). 159 opened a new position and 73 sold out entirely.

Bought, Q2 2026 648 institutions, 159 of them new holders Sold, Q2 2026 493 institutions, 73 of them sold out
Net change, all compared −469K shares (−1.1%)
Net change, active managers −359K shares (−4.2%), 37 bought, 41 sold

Buyers versus sellers

institutions compared, 1,290
Active managers and hedge funds 37 bought · 41 sold · −359K
Index fund managers 8 bought · 4 sold · −129K
Other institutions 603 bought · 448 sold · +18K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Goldman Sachs Group Inc +280K +95.8% 572K $475M
Acadian Asset Management LLC Active manager +166K +234.3% 237K $197M
Qube Research & Technologies Ltd Hedge fund +159K +93.6% 328K $272M
Fuller & Thaler Asset Management, Inc. +149K +51.2% 440K $365M
First Trust Advisors LP +142K +22.6% 773K $641M
SG Americas Securities, LLC +131K +418.1% 163K $135M
Value Aligned Research Advisors, LLC +126K +56.6% 350K $290M
Millennium Management LLC Hedge fund +120K +297.4% 161K $133M
Price T Rowe Associates Inc Active manager +115K +114.5% 215K $179M
Healthcare Of Ontario Pension Plan Trust Fund +104K +1152.9% 113K $93.8M
Polen Capital Management LLC Active manager +103K New position 103K $85.6M
Axiom Investors LLC Active manager +100K New position 100K $82.8M
Franklin Resources Inc Active manager +79K +521.9% 95K $78.6M
Bristol Gate Capital Partners Inc. +76K New position 76K $62.8M
Royal Bank Of Canada +76K +64.7% 192K $160M
Renaissance Technologies LLC Hedge fund +65K +10840.0% 66K $54.5M
Jpmorgan Chase & Co +62K +23.9% 321K $262M
Worldquant Millennium Advisors LLC Hedge fund +56K +69.4% 138K $114M
State Street Corp Index funds +44K +2.3% 2.0M $1.6B
Bank Of America Corp +40K +13.4% 340K $283M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager −624K −31.9% 1.3M $1.1B
Geode Capital Management, LLC Index funds −195K −13.2% 1.3M $1.1B
Assenagon Asset Management S.A. −181K −62.4% 109K $90.6M
UBS Group AG −177K −49.8% 178K $148M
American Century Companies Inc Active manager −174K −58.3% 124K $103M
Victory Capital Management Inc Active manager −164K −21.8% 588K $488M
Ameriprise Financial Inc −160K −48.7% 168K $140M
Select Equity Group, L.P. Active manager −136K −24.5% 420K $348M
Caisse De Depot Et Placement Du Quebec −127K −43.5% 165K $137M
Kayne Anderson Rudnick Investment Management LLC Active manager −94K −13.3% 613K $509M
BNP Paribas Asset Management Holding S.A. −84K −47.5% 93K $77.4M
Citadel Advisors LLC Hedge fund −84K −47.0% 95K $78.5M
Invesco Ltd. −80K −12.1% 581K $482M
Pbu - The Pension Fund Of Early Childhood & Youth Educators −75K Sold out 0 —
KBC Group NV −70K −35.9% 125K $104M
Australiansuper Pty Ltd −70K −30.6% 158K $131M
Fiera Capital Corp −56K −43.0% 74K $61.3M
Nuveen, LLC −44K −19.7% 181K $151M
Bridgewater Associates, LP Hedge fund −41K −55.7% 32K $26.8M
Man Group PLC Hedge fund −37K −20.4% 144K $119M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,234
Ten largest holders
39.9%
of 13F-reported shares
Index fund managers
32.6%
of 13F-reported shares
Active managers and hedge funds
19.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 37 41 10 3 −359K −4.2%
Index fund managers 8 4 0 0 −129K −0.9%
Other institutions 603 448 149 70 +18K +0.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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