ELEMENT SOLUTIONS INC ESI
COM · Common Stock · CUSIP 28618M106 · ISIN US28618M1062
American chemicals production company
- SectorMaterials
- IndustryMiscellaneous Chemical Products
- HeadquartersMiami Beach, FL
- Founded2013
- Websiteplatformspecialtyproducts.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($62.7m this quarter). Holder counts are more reliable. Shares outstanding: 243.6m as of 2026-04-22, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $33.93. Options: 10 managers hold calls ($41.6m notional), 3 hold puts ($32.5m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 255 |
| Q4 2022 | 282 |
| Q1 2023 | 280 |
| Q2 2023 | 268 |
| Q3 2023 | 252 |
| Q4 2023 | 278 |
| Q1 2024 | 298 |
| Q2 2024 | 322 |
| Q3 2024 | 336 |
| Q4 2024 | 376 |
| Q1 2025 | 366 |
| Q2 2025 | 355 |
| Q3 2025 | 377 |
| Q4 2025 | 394 |
| Q1 2026 | 445 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 174 | 134 |
| Q3 2024 | 188 | 138 |
| Q4 2024 | 203 | 150 |
| Q1 2025 | 201 | 186 |
| Q2 2025 | 198 | 193 |
| Q3 2025 | 210 | 157 |
| Q4 2025 | 200 | 177 |
| Q1 2026 | 245 | 191 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $613.4k | $3.1m | 4.97 |
| Q3 2025 | $75.0k | $11.7m | 156.03 |
| Q4 2025 | $182.4k | $7.5k | 0.04 |
| Q1 2026 | $41.6m | $32.5m | 0.78 |
Biggest buyers
| FMR LLC | Added | +3.4m |
| FIL Ltd | Added | +3.0m |
| Invesco Ltd. | Added | +1.9m |
| LORD, ABBETT & CO. LLC | Added | +1.9m |
| ALLIANCEBERNSTEIN L.P. | Added | +1.6m |
| Holocene Advisors, LP | New | +1.2m |
| RAYMOND JAMES FINANCIAL INC | Added | +1.0m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +1.0m |
| Point72 Asset Management, L.P. | Added | +858.3k |
| Troluce Capital Advisors LLC | New | +810.4k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -4.6m |
| Jain Global LLC | Reduced | -1.9m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Sold out | -1.5m |
| Gates Capital Management, Inc. | Reduced | -1.5m |
| NEUBERGER BERMAN GROUP LLC | Reduced | -1.4m |
| GLENVIEW CAPITAL MANAGEMENT, LLC | Reduced | -1.2m |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -981.3k |
| JPMORGAN CHASE & CO | Reduced | -854.8k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -738.3k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Reduced | -737.5k |
Biggest calls
| JANE STREET GROUP, LLC | New | $16.8m493.1k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | New | $10.2m300.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $6.6m192.3k shares |
| SIMPLEX TRADING, LLC | Added | $3.2m94.0k shares |
| BARCLAYS PLC | New | $1.7m50.0k shares |
| CITADEL ADVISORS LLC | New | $1.7m48.9k shares |
| PEAK6 LLC | New | $635.0k18.6k shares |
| IMC-Chicago, LLC | New | $385.8k11.3k shares |
| Walleye Capital LLC | New | $198.0k5.8k shares |
| GROUP ONE TRADING LLC | Reduced | $140.0k4.1k shares |
Biggest puts
| SCOPUS ASSET MANAGEMENT, L.P. | New | $32.4m950.0k shares |
| SIMPLEX TRADING, LLC | Added | $27.3k800 shares |
| Walleye Capital LLC | New | $6.8k200 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution new · filed 2025-04-03 | 10.7% |
| FMR LLC 13G · institution filed 2025-02-12 | 7.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.6% |
| Invesco Ltd. 13G · institution new · filed 2026-08-13 | 5.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), FRANKLIN MARTIN E (4.6%, 2026-03-23)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $52.2m | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 4 | $7.6m | — |
| Q4 2025 | 0 | — | 2 | $8.9m | — |
| Q1 2026 | 0 | — | 3 | $16.9m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-24 | Gliklich Benjamin CEO, director | Sold | $6.3m170.0k shares |
| 2026-02-23 | Dorman Carey J. Pdt Enterprise Ops and CFO | Sold | $3.4m97.5k shares |
| 2026-02-20 | ONEAL E STANLEY Director | Sold | $5.1m143.6k shares |
| 2026-02-20 | ONEAL E STANLEY Director · By Trust | Sold | $1.0m28.5k shares |
| 2026-02-20 | ONEAL E STANLEY Director | Sold | $1.0m28.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 27.3m $930.4m | Added +694.0k |
| FMR LLC 0.04% of their portfolio | 20.7m $706.2m | Added +3.4m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 13.7m $466.5m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 10.7m $366.1m | First filing |
| T. Rowe Price Investment Management, Inc. 0.21% of their portfolio | 9.0m $308.1m | Reduced -4.6m |
| Invesco Ltd. 0.03% of their portfolio | 9.0m $307.0m | Added +1.9m |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 8.5m $289.3m | Reduced -10.2k |
| FIL Ltd 0.21% of their portfolio | 8.1m $275.9m | Added +3.0m |
| NEUBERGER BERMAN GROUP LLC 0.21% of their portfolio | 8.0m $272.0m | Reduced -1.4m |
| STATE STREET CORP 0.01% of their portfolio | 7.3m $249.4m | Added +144.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 5.2m $178.3m | Added +320.3k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 5.1m $126.3m | Added +1.6m |
| LOCUST WOOD CAPITAL ADVISERS, LLC 4.11% of their portfolio | 4.4m $150.8m | Reduced -419.1k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 1.08% of their portfolio | 4.4m $149.1m | Reduced -312.6k |
| Capital World Investors 0.02% of their portfolio | 3.6m $124.0m | Added +226.7k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1.22% of their portfolio | 3.6m $121.3m | Reduced -737.5k |
| SCOPUS ASSET MANAGEMENT, L.P. 3.32% of their portfolio | 3.1m $105.9m | Reduced -217.9k |
| Gates Capital Management, Inc. 3.60% of their portfolio | 3.1m $104.4m | Reduced -1.5m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 3.0m $107.1m | Added +1.0m |
| JENNISON ASSOCIATES LLC 0.07% of their portfolio | 3.0m $101.7m | Added +798.9k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 2.9m $98.7m | Added +173.8k |
| Thrivent Financial for Lutherans 0.19% of their portfolio | 2.9m $97.9m | Added +343.8k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.9m $92.8m | Reduced -854.8k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 2.7m $90.5m | Added +624.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.6m $90.3m | Added +123.4k |
| NEW SOUTH CAPITAL MANAGEMENT INC 3.96% of their portfolio | 2.4m $82.7m | Reduced -94.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 2.3m $80.0m | Reduced -168.9k |
| LORD, ABBETT & CO. LLC 0.25% of their portfolio | 2.2m $76.3m | Added +1.9m |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 2.2m $75.8m | Added +180.9k |
| GW&K Investment Management, LLC 0.62% of their portfolio | 2.1m $70.9m | Reduced -315.4k |
| Point72 Asset Management, L.P. 0.12% of their portfolio | 2.0m $69.5m | Added +858.3k |
| ROYCE & ASSOCIATES LP 0.66% of their portfolio | 2.0m $67.1m | Reduced -393.2k |
| MORGAN STANLEY 0.00% of their portfolio | 1.9m $65.7m | Reduced -148.6k |
| SEGALL BRYANT & HAMILL, LLC 0.89% of their portfolio | 1.8m $62.1m | Reduced -416.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.8m $61.7m | Added +28.5k |
| Clearbridge Investments, LLC 0.05% of their portfolio | 1.8m $60.1m | Added +21.2k |
| GLENVIEW CAPITAL MANAGEMENT, LLC 1.51% of their portfolio | 1.6m $55.6m | Reduced -1.2m |
| VOYA INVESTMENT MANAGEMENT LLC 0.05% of their portfolio | 1.5m $52.7m | Reduced -241.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 1.4m $49.2m | Reduced -104.3k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.4m $48.6m | First filing |
| Quantinno Capital Management LP 0.08% of their portfolio | 1.4m $47.3m | Reduced -64.7k |
| Gotham Asset Management, LLC 0.14% of their portfolio | 1.3m $44.5m | Added +241.9k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 1.3m $42.6m | Added +1.0m |
| UBS Group AG 0.01% of their portfolio | 1.3m $43.1m | Added +81.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.2m $41.7m | Reduced -164.9k |
| BESSEMER GROUP INC 0.06% of their portfolio | 1.2m $40.5m | Reduced -277.9k |
| Holocene Advisors, LP 0.10% of their portfolio | 1.2m $40.4m | New |
| EVENTIDE ASSET MANAGEMENT, LLC 0.66% of their portfolio | 1.2m $39.8m | Added +22.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.2m $39.6m | Added +506.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.1m $38.1m | Added +629.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 1.1m $37.6m | Added +21.3k |
| Boston Partners 0.04% of their portfolio | 1.1m $37.5m | Reduced -66.2k |
| LONDON CO OF VIRGINIA 0.22% of their portfolio | 1.1m $35.9m | Added +44.2k |
| REINHART PARTNERS, LLC. 0.96% of their portfolio | 976.3k $33.3m | Reduced -270.6k |
| Public Sector Pension Investment Board 0.10% of their portfolio | 965.4k $33.0m | Added +178.3k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.13% of their portfolio | 956.2k $32.6m | Reduced -123.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 891.6k $30.4m | Added +87.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 881.5k $30.1m | Added +28.5k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 828.4k $28.1m | Reduced -201.5k |
| Troluce Capital Advisors LLC 2.93% of their portfolio | 810.4k $27.7m | New |
| SEI INVESTMENTS CO 0.03% of their portfolio | 802.6k $27.4m | Added +238.7k |
| VALLEY WEALTH MANAGERS, INC. 1.70% of their portfolio | 774.6k $26.4m | New |
| NATIXIS ADVISORS, LLC 0.04% of their portfolio | 746.2k $25.5m | Reduced -112.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 702.2k $22.7m | Reduced -981.3k |
| Nuveen, LLC 0.01% of their portfolio | 693.9k $23.7m | Added +25.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 666.8k $22.8m | Added +2.5k |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 633.5k $21.6m | Reduced -12.2k |
| WCM INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 597.0k $19.3m | Reduced -436.4k |
| Beck Bode, LLC 3.38% of their portfolio | 584.6k $20.0m | Reduced -14.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 539.8k $18.4m | Reduced -57.3k |
| Legal & General Group Plc 0.00% of their portfolio | 531.5k $18.1m | Reduced -59.5k |
| Clark Capital Management Group, Inc. 0.11% of their portfolio | 531.5k $18.1m | Added +63.0k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 527.9k $18.0m | Added +14.5k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.66% of their portfolio | 524.0k $17.9m | Reduced -144.9k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 514.7k $17.6m | Reduced -738.3k |
| California Public Employees Retirement System 0.01% of their portfolio | 501.8k $17.1m | Added +4.5k |
| Fenimore Asset Management Inc 0.36% of their portfolio | 468.4k $16.0m | Reduced -145.5k |
| Swiss National Bank 0.01% of their portfolio | 454.9k $15.5m | Added +2.3k |
| Corient Private Wealth LP 0.02% of their portfolio | 407.2k $13.7m | Reduced -583.4k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.04% of their portfolio | 397.5k $13.6m | Added +52.9k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 379.4k $13.1m | Added +92.4k |
| Impax Asset Management Group plc 0.09% of their portfolio | 366.9k $12.5m | Reduced -225.0k |
| DDD Partners, LLC 0.86% of their portfolio | 364.4k $12.4m | New |
| Ceredex Value Advisors LLC 0.39% of their portfolio | 362.2k $12.4m | Reduced -361.5k |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 356.8k $12.2m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 329.5k $11.2m | Added +60.0k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 324.2k $11.1m | Added +19.3k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 306.0k $10.4m | Added +305.0k |
| Moody Aldrich Partners LLC 1.71% of their portfolio | 278.4k $9.5m | Reduced -3.0k |
| CASTLEARK MANAGEMENT LLC 0.31% of their portfolio | 273.9k $9.4m | Added +10.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 273.8k $9.3m | Added +57.2k |
| Parkside Investments, LLC 1.06% of their portfolio | 256.0k $8.7m | Reduced -33.2k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 255.7k $8.7m | Reduced -2.1k |
| Jain Global LLC 0.11% of their portfolio | 252.3k $8.6m | Reduced -1.9m |
| IRIDIAN ASSET MANAGEMENT LLC/CT 3.27% of their portfolio | 236.3k $8.1m | Reduced -27.9k |
| GUGGENHEIM CAPITAL LLC 0.06% of their portfolio | 229.7k $7.8m | Reduced -15.7k |
| Portolan Capital Management, LLC 0.40% of their portfolio | 221.2k $7.6m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 213.1k $7.3m | Unchanged |
| Granite Investment Partners, LLC 0.45% of their portfolio | 212.1k $7.2m | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 207.6k $7.1m | First filing |