Guru Ownership Over Time
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 Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $201.38 M.
Top institutional holders include Chuck Royce and Larry Robbins.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $5.06 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Larry Robbins reduced exposure by 21.6%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.67% | Reduce -0.5% | 2,674,989 | $67.33 M | Q3 2025 | |
| 1.24% | Reduce -21.6% | 2,207,167 | $55.55 M | Q3 2025 | |
| 0.16% | Add 66.7% | 1,444,890 | $36.37 M | Q3 2025 | |
| 0.02% | Reduce -18.7% | 1,021,672 | $25.68 M | Q3 2025 | |
| 0.08% | Add 38.8% | 232,243 | $5.85 M | Q3 2025 | |
| 0.03% | 132,900 | $3.35 M | Q3 2025 | ||
| 0.00% | New Buy | 13,661 | $343,850 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Element Solutions Inc (ESI)
Top Guru holders include Chuck Royce ($67.33 M), Larry Robbins ($55.55 M), Joel Greenblatt ($36.37 M). Collectively, tracked Gurus hold 7.73 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $5.06 M, with 3 Gurus buying and 3 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 0 Gurus sold out of ESI completely. Total sell value was $21.58 M.
Yes, 1 Gurus opened new positions in ESI, and 2 added to their existing holdings. Total buy value was $16.52 M.