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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $336.75 M.
Top institutional holders include John Armitage and Renaissance Technologies (RenTech).
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $65.17 M net inflow during the quarter.
Recent activity highlights Howard Marks who opened a new position. Conversely, John Armitage reduced exposure by 9.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Embraer S.A. (ERJ)
Major holders include John Armitage ($176.55 M), Renaissance Technologies (RenTech) ($79.4 M), Howard Marks ($26.56 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 5.22 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $65.17 M, with 5 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited ERJ. The total reported sell value was $18.29 M.
Yes, 4 managers opened new positions in ERJ, and 1 increased their existing holdings. The total reported buy value was $83.45 M.
