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Embraer S.A.

ERJ Industrials
$64.48 $-0.74 (-1.13%)
Market Cap: $11.86 B
Gurus Holding
7
Popularity Rank
#1160
% of Shares Held
0.82%
Net Activity (Q2 2026)
+$51.61 M

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)

+$72.62 M
Total Buy Value
New Buys 0
Additions 3
-$21.01 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
3

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.09% Add 13.8% 3,384,349 $215.92 M Q2 2026
0.10% Reduce -13.4% 1,158,200 $73.89 M Q2 2026
0.07% Add 336.2% 928,782 $59.26 M Q2 2026
0.39% Reduce -1.8% 439,706 $28.05 M Q2 2026
0.00% Reduce -33.4% 65,181 $4.1 M Q2 2026
0.00% Add 57.6% 36,268 $2.31 M Q2 2026
0.00% Reduce -85.5% 18,531 $1.18 M Q2 2026
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