Guru Ownership Trend
Guru Analysis for Embraer S.A. (ERJ)
Embraer S.A. (ERJ), a key player in the Industrials sector, continues to attract institutional attention.
As of Q4 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $265.95 M.
Top institutional holders include John Armitage and Renaissance Technologies (RenTech).
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $72.23 M net inflow during the quarter.
Recent activity highlights John Armitage who increased their stake by 54.9%. Conversely, Cliff Asness reduced exposure by 36.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Embraer S.A. (ERJ)
Major holders include John Armitage ($211.01 M), Renaissance Technologies (RenTech) ($47.83 M), Cliff Asness ($6.63 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 4.12 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $72.23 M, with 2 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited ERJ. The total reported sell value was $4.52 M.
Yes, 0 managers opened new positions in ERJ, and 2 increased their existing holdings. The total reported buy value was $76.75 M.