Guru Ownership Trend
Guru Analysis for Element Solutions Inc (ESI)
Element Solutions Inc (ESI), a key player in the Materials sector, continues to attract institutional attention.
As of Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $328.62 M.
Top institutional holders include Steven Cohen and Chuck Royce.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $22.48 M net outflow during the quarter.
Recent activity highlights First Eagle Investment who opened a new position. Conversely, Larry Robbins reduced exposure by 42.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Element Solutions Inc (ESI)
Major holders include Steven Cohen ($69.49 M), Chuck Royce ($67.08 M), Larry Robbins ($55.6 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 8.15 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $22.48 M, with 4 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited ESI. The total reported sell value was $63.45 M.
Yes, 2 managers opened new positions in ESI, and 2 increased their existing holdings. The total reported buy value was $40.98 M.
