Guru Ownership Trend
Guru Analysis for MercadoLibre, Inc. (MELI)
MercadoLibre, Inc. (MELI), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q4 2025, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.14 B.
Top institutional holders include Frank Sands and Al Gore.
Notably, Al Gore has expressed high conviction in this stock, allocating 6.41% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $56.22 M net outflow during the quarter.
Recent activity highlights Manning & Napier Group who increased their stake by 65.4%. Conversely, Renaissance Technologies reduced exposure by 54.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for MercadoLibre, Inc. (MELI)
Major holders include Frank Sands ($1.03 B), Al Gore ($924.04 M), Ken Fisher ($146.84 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 1.28 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $56.22 M, with 4 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 1 fully exited MELI. The total reported sell value was $133.94 M.
Yes, 0 managers opened new positions in MELI, and 4 increased their existing holdings. The total reported buy value was $77.73 M.