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 ($56.1m this quarter). Holder counts are more reliable. Shares outstanding: 243.7m as of 2026-07-21, 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 ≈ $47.52. Options: 9 managers hold calls ($37.6m notional), 6 hold puts ($13.2m).
Trends to Q2 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 |
| Q2 2026 | 501 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 265 | 213 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $75.0k | $11.7m | 156.03 |
| Q4 2025 | $182.4k | $7.5k | 0.04 |
| Q1 2026 | $41.6m | $32.5m | 0.78 |
| Q2 2026 | $37.6m | $13.2m | 0.35 |
Biggest buyers
| Invesco Ltd. | Added | +3.6m |
| FRANKLIN RESOURCES INC | Added | +1.9m |
| Balyasny Asset Management L.P. | New | +1.8m |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +1.5m |
| Point72 Asset Management, L.P. | Added | +1.5m |
| Artemis Investment Management LLP | New | +1.1m |
| Divisadero Street Capital Management, LP | New | +1.0m |
| Southpoint Capital Advisors LP | New | +1.0m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +980.1k |
| Holocene Advisors, LP | Added | +952.7k |
Biggest sellers
| FMR LLC | Reduced | -3.2m |
| NEUBERGER BERMAN GROUP LLC | Reduced | -2.2m |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Reduced | -1.8m |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -1.7m |
| Gates Capital Management, Inc. | Reduced | -1.4m |
| FIL Ltd | Reduced | -1.3m |
| FIRST TRUST ADVISORS LP | Reduced | -1.1m |
| REINHART PARTNERS, LLC. | Sold out | -976.3k |
| LOCUST WOOD CAPITAL ADVISERS, LLC | Reduced | -884.1k |
| Boston Partners | Reduced | -879.5k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $25.9m542.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.3m89.8k shares |
| CITADEL ADVISORS LLC | Added | $3.6m76.1k shares |
| GROUP ONE TRADING LLC | Added | $1.2m25.1k shares |
| PEAK6 LLC | Added | $1.1m23.2k shares |
| IMC-Chicago, LLC | Added | $654.2k13.7k shares |
| Walleye Trading LLC | New | $458.4k9.6k shares |
| Point72 Asset Management, L.P. | New | $296.1k6.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $95.5k2.0k shares |
Biggest puts
| SCOPUS ASSET MANAGEMENT, L.P. | Reduced | $9.6m200.0k shares |
| JANE STREET GROUP, LLC | New | $1.6m33.9k shares |
| CITADEL ADVISORS LLC | New | $1.4m30.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $506.1k10.6k shares |
| SIMPLEX TRADING, LLC | Added | $43.0k900 shares |
| GROUP ONE TRADING LLC | New | $4.8k100 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 27.6m $1.3bn | Added +341.8k |
| FMR LLC 0.04% of their portfolio | 17.5m $834.9m | Reduced -3.2m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 13.3m $635.1m | Reduced -362.9k |
| Invesco Ltd. 0.05% of their portfolio | 12.6m $603.2m | Added +3.6m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 10.4m $497.8m | Reduced -297.9k |
| T. Rowe Price Investment Management, Inc. 0.26% of their portfolio | 8.4m $399.7m | Reduced -653.0k |
| STATE STREET CORP 0.01% of their portfolio | 7.6m $362.6m | Added +286.6k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 6.8m $324.0m | Reduced -1.7m |
| FIL Ltd 0.23% of their portfolio | 6.7m $321.4m | Reduced -1.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 6.2m $296.2m | Added +980.1k |
| NEUBERGER BERMAN GROUP LLC 0.18% of their portfolio | 5.8m $275.9m | Reduced -2.2m |
| ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio | 4.3m $146.8m | Reduced -753.8k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 1.18% of their portfolio | 3.8m $180.8m | Reduced -581.6k |
| Capital World Investors 0.02% of their portfolio | 3.8m $179.8m | Added +132.5k |
| LOCUST WOOD CAPITAL ADVISERS, LLC 4.09% of their portfolio | 3.5m $168.8m | Reduced -884.1k |
| Point72 Asset Management, L.P. 0.25% of their portfolio | 3.5m $166.8m | Added +1.5m |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 3.3m $155.6m | Added +368.1k |
| JENNISON ASSOCIATES LLC 0.09% of their portfolio | 3.1m $146.5m | Added +91.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.13% of their portfolio | 3.1m $146.2m | Added +1.5m |
| SCOPUS ASSET MANAGEMENT, L.P. 3.38% of their portfolio | 3.0m $143.6m | Reduced -95.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.05% of their portfolio | 3.0m $147.5m | Reduced -56.8k |
| MORGAN STANLEY 0.01% of their portfolio | 2.8m $133.8m | Added +878.1k |
| Thrivent Financial for Lutherans 0.20% of their portfolio | 2.6m $121.9m | Reduced -315.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 2.5m $120.6m | Reduced -118.6k |
| Clearbridge Investments, LLC 0.10% of their portfolio | 2.5m $119.5m | Added +741.5k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 2.3m $110.9m | Reduced -328.5k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.3m $107.7m | Reduced -551.3k |
| NEW SOUTH CAPITAL MANAGEMENT INC 4.77% of their portfolio | 2.3m $108.9m | Reduced -141.8k |
| Holocene Advisors, LP 0.23% of their portfolio | 2.1m $102.0m | Added +952.7k |
| LORD, ABBETT & CO. LLC 0.29% of their portfolio | 2.1m $99.8m | Reduced -144.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 2.0m $94.8m | Added +824.3k |
| GW&K Investment Management, LLC 0.72% of their portfolio | 1.9m $92.5m | Reduced -138.6k |
| ROYCE & ASSOCIATES LP 0.74% of their portfolio | 1.9m $92.2m | Reduced -33.3k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 1.9m $92.1m | Added +1.9m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.8m $86.1m | Added +581.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.8m $84.6m | Reduced -33.6k |
| Balyasny Asset Management L.P. 0.15% of their portfolio | 1.8m $84.0m | New |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.73% of their portfolio | 1.7m $82.5m | Reduced -1.8m |
| Gates Capital Management, Inc. 2.53% of their portfolio | 1.6m $76.9m | Reduced -1.4m |
| Quantinno Capital Management LP 0.09% of their portfolio | 1.6m $74.2m | Added +169.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.5m $71.1m | Reduced -855.4k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 1.5m $70.7m | Added +189.3k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 1.5m $69.4m | Added +28.2k |
| SEGALL BRYANT & HAMILL, LLC 0.82% of their portfolio | 1.5m $69.3m | Reduced -368.3k |
| Gotham Asset Management, LLC 0.15% of their portfolio | 1.4m $65.8m | Added +75.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 1.3m $63.7m | Reduced -106.0k |
| BESSEMER GROUP INC 0.09% of their portfolio | 1.3m $62.2m | Added +115.9k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.73% of their portfolio | 1.1m $54.7m | Reduced -22.4k |
| Artemis Investment Management LLP 0.49% of their portfolio | 1.1m $54.8m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 1.1m $52.7m | Added +2.3k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 1.1m $52.7m | Reduced -1.1m |
| Divisadero Street Capital Management, LP 1.14% of their portfolio | 1.0m $48.8m | New |
| Southpoint Capital Advisors LP 1.09% of their portfolio | 1.0m $47.8m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 998.7k $47.7m | Added +117.2k |
| GLENVIEW CAPITAL MANAGEMENT, LLC 0.95% of their portfolio | 994.6k $47.5m | Reduced -634.1k |
| UBS Group AG 0.01% of their portfolio | 987.6k $47.2m | Reduced -274.2k |
| LONDON CO OF VIRGINIA 0.27% of their portfolio | 985.0k $46.9m | Reduced -65.2k |
| Capital International Investors 0.01% of their portfolio | 951.5k $45.4m | New |
| Nuveen, LLC 0.01% of their portfolio | 840.3k $40.1m | Added +146.4k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 839.1k $40.1m | Reduced -278.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 817.6k $39.0m | Reduced -74.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 812.6k $37.6m | Added +110.3k |
| Public Sector Pension Investment Board 0.10% of their portfolio | 786.7k $37.6m | Reduced -178.7k |
| VALLEY WEALTH MANAGERS, INC. 2.10% of their portfolio | 761.7k $36.4m | Reduced -13.0k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.73% of their portfolio | 740.1k $35.3m | New |
| First Eagle Investment Management, LLC 0.03% of their portfolio | 733.2k $35.0m | Added +676.7k |
| Senator Investment Group LP 1.26% of their portfolio | 725.0k $34.6m | Not comparable |
| Oribel Capital Management, LP 2.58% of their portfolio | 651.4k $31.1m | New |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.04% of their portfolio | 610.9k $29.2m | Added +443.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 596.4k $28.5m | Reduced -70.4k |
| Clark Capital Management Group, Inc. 0.15% of their portfolio | 575.7k $27.5m | Added +44.3k |
| Woodline Partners LP 0.08% of their portfolio | 561.5k $26.8m | New |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.09% of their portfolio | 555.5k $26.5m | Reduced -400.7k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 553.4k $26.4m | Reduced -192.8k |
| Beck Bode, LLC 3.92% of their portfolio | 541.8k $25.9m | Reduced -42.8k |
| Legal & General Group Plc 0.01% of their portfolio | 533.9k $25.5m | Added +2.4k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 524.8k $25.1m | Added +512.5k |
| California Public Employees Retirement System 0.01% of their portfolio | 513.7k $24.5m | Added +12.0k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 477.0k $22.8m | Reduced -325.7k |
| Portolan Capital Management, LLC 0.84% of their portfolio | 469.2k $22.4m | Added +248.0k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 468.9k $22.4m | Reduced -45.9k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 465.0k $22.0m | Reduced -363.4k |
| Swiss National Bank 0.01% of their portfolio | 464.4k $22.2m | Added +9.5k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.70% of their portfolio | 453.3k $21.6m | Reduced -70.6k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 440.9k $21.1m | Reduced -86.9k |
| Corient Private Wealth LP 0.03% of their portfolio | 413.0k $19.7m | Added +5.8k |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 411.7k $19.7m | Added +54.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 410.0k $19.6m | Reduced -129.8k |
| ExodusPoint Capital Management, LP 0.17% of their portfolio | 381.8k $18.2m | New |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 379.9k $18.1m | Added +55.7k |
| Impax Asset Management Group plc 0.11% of their portfolio | 366.9k $17.5m | Unchanged |
| DDD Partners, LLC 1.08% of their portfolio | 362.6k $17.3m | Reduced -1.9k |
| Fenimore Asset Management Inc 0.33% of their portfolio | 337.8k $16.1m | Reduced -130.6k |
| COOKSON PEIRCE & CO INC 0.53% of their portfolio | 335.1k $16.0m | Added +291.7k |
| REGIONS FINANCIAL CORP 0.09% of their portfolio | 314.9k $15.0m | Added +300.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 314.1k $15.0m | Reduced -15.4k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.04% of their portfolio | 306.4k $14.6m | Reduced -91.1k |
| Swedbank AB 0.01% of their portfolio | 302.0k $14.4m | Added +101.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 294.5k $14.1m | Added +137.4k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 275.6k $13.2m | Reduced -357.9k |