ESI Element Solutions Inc: institutional ownership and insider trading
530 funds reported holding $12.8B of Element Solutions Inc in their latest 13F filings; in Q2 2026 funds net bought $28.7M, with 91 new positions and 38 funds selling out; over the last 12 months insiders bought $0 and sold $25.7M on the open market; over its last four quarters it reported revenue of $3.49B and net income of $205M.
ESI revenue and earnings
- Quarter ended Sep 30, 2026: revenue $995M, net income $65.7M, EPS 0.27
- Quarter ended Jun 30, 2026: revenue $978M, net income $77.3M, EPS 0.32
- Quarter ended Mar 31, 2026: revenue $840M, net income $55.9M, EPS 0.23
- Quarter ended Dec 31, 2025: revenue $676M, net income $6.10M, EPS 0.03
Famous investors holding ESI
- Larry Robbins (Glenview Capital): $47.5M, 0.9% of the portfolio
- Izzy Englander (Millennium Management): $22.4M, 0.0% of the portfolio
- Lee Ainslie (Maverick Capital): $612K, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $15.8M, 0.0% of the portfolio
- Ray Dalio (Bridgewater Associates): $924K, 0.0% of the portfolio
Largest institutional holders of ESI
- BlackRock, Inc. (BLK) — $1.32B
- FMR LLC — $835M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $635M
- VANGUARD GROUP INC — $628M
- Invesco Ltd. (IVZ) — $603M
- VANGUARD CAPITAL MANAGEMENT LLC — $498M
- T. Rowe Price Investment Management, Inc. — $400M
- STATE STREET CORP (STT, STT-PG) — $363M
- DIMENSIONAL FUND ADVISORS LP — $324M
- FIL Ltd — $321M
Recent ESI insider trades
- Feb 24, 2026: Gliklich Benjamin sold 170,000 shares ($6.34M)
- Feb 23, 2026: Dorman Carey J. sold 97,500 shares ($3.40M)
- Feb 20, 2026: Oneal E Stanley sold 200,641 shares ($7.13M)
- Dec 12, 2025: Liebowitz Matthew sold 37,000 shares ($984K)
5%+ owners
- Vanguard Portfolio Management: 5.6% (Schedule 13G, filed Apr 29, 2026)
- Invesco Ltd.: 5.2% (Schedule 13G, filed Aug 13, 2026)
- Vanguard Capital Management: 5.1% (Schedule 13G, filed Apr 29, 2026)