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 Q3 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $193.66 M.
Top institutional holders include John Armitage and Renaissance Technologies.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $76.03 M net inflow during the quarter.
Recent activity highlights John Armitage who opened a new position. Conversely, Ray Dalio reduced exposure by 93.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 1.35% | New Buy | 2,117,012 | $127.97 M | Q3 2025 | |
| 0.06% | Reduce -32.2% | 711,900 | $43.03 M | Q3 2025 | |
| 0.01% | Reduce -67.4% | 163,848 | $9.9 M | Q3 2025 | |
| 0.00% | Reduce -93.9% | 10,611 | $641,435 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Embraer S.A. (ERJ)
Major holders include John Armitage ($127.97 M), Renaissance Technologies ($43.03 M), Cliff Asness ($9.9 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 3 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $76.03 M, with 1 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited ERJ. The total reported sell value was $51.94 M.
Yes, 1 managers opened new positions in ERJ, and 0 increased their existing holdings. The total reported buy value was $127.97 M.