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 Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $388.88 M.
Top institutional holders include John Armitage and Renaissance Technologies (RenTech).
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $51.61 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 336.2%. Conversely, Paul Tudor Jones reduced exposure by 85.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Embraer S.A. (ERJ)
Major holders include John Armitage ($215.92 M), Renaissance Technologies (RenTech) ($73.89 M), Steven Cohen ($59.26 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 6.03 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $51.61 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited ERJ. The total reported sell value was $21.01 M.
Yes, 0 managers opened new positions in ERJ, and 3 increased their existing holdings. The total reported buy value was $72.62 M.