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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $320.2 M.
Top institutional holders include Steven Cohen and Chuck Royce.
Institutional sentiment is currently Bullish. This is evidenced by a $33.72 M net inflow during the quarter.
Recent activity highlights First Eagle Investment who increased their stake by 548.9%. Conversely, Ray Dalio reduced exposure by 87.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Element Solutions Inc (ESI)
Major holders include Steven Cohen ($166.78 M), Chuck Royce ($92.23 M), Joel Greenblatt ($65.8 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 8.85 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $33.72 M, with 4 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited ESI. The total reported sell value was $56.98 M.
Yes, 1 managers opened new positions in ESI, and 3 increased their existing holdings. The total reported buy value was $90.69 M.
