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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $300.27 M.
Top institutional holders include Larry Robbins and Chuck Royce.
Institutional sentiment is currently Bullish. This is evidenced by a $27.03 M net inflow during the quarter.
Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Joel Greenblatt reduced exposure by 26.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Element Solutions Inc (ESI)
Major holders include Larry Robbins ($70.82 M), Chuck Royce ($58.93 M), Steven Cohen ($29.41 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 8.81 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $27.03 M, with 5 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited ESI. The total reported sell value was $23.36 M.
Yes, 2 managers opened new positions in ESI, and 3 increased their existing holdings. The total reported buy value was $50.39 M.