EMBRAER S.A. EMBJ
SPONSORED ADS · ADR · CUSIP 29082A107 · ISIN US29082A1079
Aircraft manufacturer in Brazil
- SectorIndustrials
- IndustryAircraft
- HeadquartersSão José dos Campos, Brazil
- Founded1969
- Websiteembraer.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 ($18.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $63.60. Options: 18 managers hold calls ($69.5m notional), 13 hold puts ($70.6m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 136 |
| Q4 2022 | 140 |
| Q1 2023 | 152 |
| Q2 2023 | 146 |
| Q3 2023 | 166 |
| Q4 2023 | 184 |
| Q1 2024 | 215 |
| Q2 2024 | 243 |
| Q3 2024 | 268 |
| Q4 2024 | 281 |
| Q1 2025 | 306 |
| Q2 2025 | 330 |
| Q3 2025 | 321 |
| Q4 2025 | 350 |
| Q1 2026 | 356 |
| Q2 2026 | 356 |
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 | 140 | 135 |
| Q4 2024 | 132 | 134 |
| Q1 2025 | 151 | 147 |
| Q2 2025 | 171 | 148 |
| Q3 2025 | 163 | 164 |
| Q4 2025 | 160 | 162 |
| Q1 2026 | 184 | 171 |
| Q2 2026 | 196 | 173 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $133.7m | $75.8m | 0.57 |
| Q4 2025 | $118.9m | $64.6m | 0.54 |
| Q1 2026 | $65.7m | $76.9m | 1.17 |
| Q2 2026 | $69.5m | $70.6m | 1.02 |
Biggest buyers
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +4.6m |
| JPMORGAN CHASE & CO | Added | +1.6m |
| Swedbank AB | New | +1.1m |
| Point72 Asset Management, L.P. | Added | +715.9k |
| GOLDMAN SACHS GROUP INC | Added | +695.8k |
| DNB Asset Management AS | New | +562.8k |
| Itau Unibanco Holding S.A. | Added | +466.3k |
| Egerton Capital (UK) LLP | Added | +409.1k |
| BRANDES INVESTMENT PARTNERS, LP | Added | +332.3k |
| AXIOM INVESTORS LLC /DE | Added | +298.3k |
Biggest sellers
| GQG Partners LLC | Reduced | -2.9m |
| JENNISON ASSOCIATES LLC | Reduced | -2.7m |
| AGF MANAGEMENT LTD | Sold out | -1.8m |
| Invesco Ltd. | Reduced | -1.6m |
| Carrhae Capital LLP | Reduced | -858.9k |
| BANK OF AMERICA CORP /DE/ | Reduced | -803.2k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -717.5k |
| FMR LLC | Reduced | -445.7k |
| Nicholas Investment Partners, LP | Sold out | -427.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -409.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $20.8m326.7k shares |
| JANE STREET GROUP, LLC | Added | $9.9m155.7k shares |
| CITADEL ADVISORS LLC | Added | $9.8m154.1k shares |
| GROUP ONE TRADING LLC | Reduced | $7.1m111.6k shares |
| Walleye Trading LLC | Reduced | $4.2m65.8k shares |
| IMC-Chicago, LLC | Reduced | $3.3m51.0k shares |
| HRT FINANCIAL LP | Unchanged | $3.2m50.0k shares |
| Optiver Holding B.V. | Reduced | $3.2m49.9k shares |
| Squarepoint Ops LLC | Added | $1.9m29.1k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $1.3m20.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $20.4m320.4k shares |
| PEAK6 LLC | Reduced | $12.1m189.8k shares |
| Optiver Holding B.V. | Added | $11.9m186.5k shares |
| CITADEL ADVISORS LLC | Added | $8.6m134.1k shares |
| JANE STREET GROUP, LLC | Reduced | $5.9m92.0k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $4.2m65.4k shares |
| IMC-Chicago, LLC | Reduced | $4.0m62.0k shares |
| SIMPLEX TRADING, LLC | Added | $1.5m23.4k shares |
| GROUP ONE TRADING LLC | Reduced | $854.9k13.4k shares |
| TWO SIGMA INVESTMENTS, LP | Added | $561.4k8.8k 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 filed 2026-01-21 | 6.9% |
| BRANDES INVESTMENT PARTNERS, LP 13G · institution +0.8 pts · filed 2026-08-13 | 5.3% |
Fell to 5% or below in the last year: MORGAN STANLEY (3.4%, 2026-08-13)
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.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP 2.70% of their portfolio | 6.0m $385.1m | Added +332.3k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 5.8m $362.8m | Added +1.6m |
| MORGAN STANLEY 0.02% of their portfolio | 5.1m $328.5m | Added +40.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 4.6m $290.6m | Added +4.6m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 3.5m $225.1m | Reduced -803.2k |
| Egerton Capital (UK) LLP 2.09% of their portfolio | 3.4m $215.9m | Added +409.1k |
| GQG Partners LLC 0.38% of their portfolio | 3.2m $203.4m | Reduced -2.9m |
| JENNISON ASSOCIATES LLC 0.10% of their portfolio | 2.7m $174.4m | Reduced -2.7m |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 2.2m $142.7m | Reduced -177.2k |
| GILDER GAGNON HOWE & CO LLC 1.38% of their portfolio | 2.1m $133.9m | Reduced -21.2k |
| Carrhae Capital LLP 8.53% of their portfolio | 2.0m $129.5m | Reduced -858.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.8m $117.2m | Added +695.8k |
| Itau Unibanco Holding S.A. 1.99% of their portfolio | 1.6m $101.1m | Added +466.3k |
| AXIOM INVESTORS LLC /DE 0.81% of their portfolio | 1.5m $93.7m | Added +298.3k |
| Amundi 0.02% of their portfolio | 1.5m $92.9m | Added +161.2k |
| Nuveen, LLC 0.02% of their portfolio | 1.4m $90.6m | Added +32.0k |
| Invesco Ltd. 0.01% of their portfolio | 1.4m $88.4m | Reduced -1.6m |
| Artemis Investment Management LLP 0.72% of their portfolio | 1.3m $80.5m | Added +28.5k |
| BECKER CAPITAL MANAGEMENT INC 2.09% of their portfolio | 1.2m $77.7m | Reduced -25.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio | 1.2m $73.9m | Reduced -179.8k |
| Man Group plc 0.13% of their portfolio | 1.1m $70.9m | Reduced -38.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 1.1m $70.8m | Reduced -409.4k |
| UBS Group AG 0.01% of their portfolio | 1.1m $69.9m | Added +197.3k |
| Swedbank AB 0.06% of their portfolio | 1.1m $67.0m | New |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.0m $66.3m | Added +1.2k |
| Point72 Asset Management, L.P. 0.09% of their portfolio | 928.8k $59.3m | Added +715.9k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 792.4k $50.6m | Added +39.0k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.07% of their portfolio | 741.2k $47.3m | Reduced -289.3k |
| Coronation Fund Managers Ltd. 1.49% of their portfolio | 613.3k $39.1m | Added +272.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 581.4k $37.1m | Reduced -13.3k |
| DNB Asset Management AS 0.10% of their portfolio | 562.8k $35.9m | New |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 554.1k $35.3m | Reduced -23.4k |
| Graham Capital Management, L.P. 0.86% of their portfolio | 504.2k $32.2m | Added +102.5k |
| SPX Gestao de Recursos Ltda 3.58% of their portfolio | 503.2k $32.1m | Added +149.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 478.7k $30.5m | Reduced -717.5k |
| OAKTREE CAPITAL MANAGEMENT LP 0.53% of their portfolio | 439.7k $28.1m | Reduced -7.9k |
| RPg Family Wealth Advisory, LLC 2.56% of their portfolio | 434.0k $27.7m | Added +152.6k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.23% of their portfolio | 403.2k $25.7m | Added +37.7k |
| TimesSquare Capital Management, LLC 0.35% of their portfolio | 375.2k $23.9m | Added +6.8k |
| ASSETMARK, INC 0.04% of their portfolio | 345.0k $22.0m | Reduced -165.0k |
| RWC Asset Management LLP 0.81% of their portfolio | 336.5k $21.5m | Added +4.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 287.4k $18.3m | New |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 281.0k $17.9m | Added +21.6k |
| BlackRock, Inc. 0.00% of their portfolio | 269.6k $17.2m | Added +137.0k |
| Kapitalo Investimentos Ltda 1.30% of their portfolio | 259.2k $16.5m | Added +128.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 247.3k $15.8m | Reduced -431 |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 236.3k $15.1m | Reduced -27.8k |
| Aubrey Capital Management Ltd 9.34% of their portfolio | 233.6k $14.9m | Reduced -27.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 219.9k $14.0m | Reduced -155.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 199.5k $12.7m | Added +7.3k |
| STATE STREET CORP 0.00% of their portfolio | 194.2k $12.4m | Reduced -69.7k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 191.1k $12.2m | Added +101.7k |
| Tidal Investments LLC 0.03% of their portfolio | 169.4k $10.8m | Reduced -7.3k |
| BEARING POINT CAPITAL, LLC 1.38% of their portfolio | 160.4k $10.2m | Added +27.7k |
| Fundamenta Capital S.A. 5.78% of their portfolio | 156.1k $10.0m | Added +86.1k |
| Capital Wealth Planning, LLC 0.05% of their portfolio | 147.4k $9.4m | Reduced -52.1k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 134.2k $8.5m | Added +109.3k |
| Ramirez Asset Management, Inc. 0.88% of their portfolio | 132.2k $8.4m | Added +1.9k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 131.6k $8.4m | Added +21.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 129.4k $8.3m | Reduced -73.7k |
| Zweig-DiMenna Associates LLC 0.71% of their portfolio | 122.2k $7.8m | Unchanged |
| Nordwand Advisors, LLC 1.19% of their portfolio | 121.2k $7.7m | Added +14.2k |
| Optiver Holding B.V. 0.11% of their portfolio | 117.3k $7.5m | Added +44.1k |
| Vontobel Holding Ltd. 0.02% of their portfolio | 116.9k $7.5m | New |
| Lansforsakringar Fondforvaltning AB (publ) 0.01% of their portfolio | 103.0k $1.6m | New |
| BROWN ADVISORY INC 0.01% of their portfolio | 101.2k $6.5m | Reduced -1.2k |
| Eurizon SLJ Capital Ltd 2.34% of their portfolio | 99.6k $6.4m | Added +70.9k |
| CAPITAL FUND MANAGEMENT S.A. 0.04% of their portfolio | 96.7k $6.2m | Added +54.0k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 95.0k $6.1m | Unchanged |
| IBEX WEALTH ADVISORS 0.45% of their portfolio | 89.4k $5.7m | Added +6.2k |
| WCM INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 86.1k $5.4m | Added +33.8k |
| Gradient Investments LLC 0.07% of their portfolio | 83.5k $5.3m | Added +7.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 81.1k $5.2m | Reduced -31.2k |
| DELTEC ASSET MANAGEMENT LLC 0.75% of their portfolio | 79.8k $5.1m | Added +8.5k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 79.4k $5.1m | Reduced -16.9k |
| Summit Financial, LLC 0.06% of their portfolio | 79.4k $5.1m | Reduced -5.7k |
| MIRABELLA FINANCIAL SERVICES LLP 0.48% of their portfolio | 78.7k $5.0m | Added +30.8k |
| Future Fund LLC 1.43% of their portfolio | 78.2k $5.0m | Added +5.0k |
| Diversify Advisory Services, LLC 0.09% of their portfolio | 76.2k $5.2m | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.09% of their portfolio | 76.2k $5.2m | Added +3.3k |
| U S GLOBAL INVESTORS INC 0.45% of their portfolio | 74.0k $4.7m | Reduced -39.0k |
| LPL Financial LLC 0.00% of their portfolio | 72.3k $4.6m | Reduced -70.7k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 70.4k $4.5m | Reduced -22.9k |
| FMR LLC 0.00% of their portfolio | 69.3k $4.4m | Reduced -445.7k |
| Congress Park Capital LLC 1.19% of their portfolio | 69.2k $4.4m | Reduced -441 |
| Advisors Asset Management, Inc. 0.07% of their portfolio | 69.1k $4.4m | Added +7.5k |
| Artisan Partners Limited Partnership 0.01% of their portfolio | 67.6k $4.3m | Reduced -3.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 65.2k $4.1m | Reduced -32.7k |
| XTX Topco Ltd 0.05% of their portfolio | 63.2k $4.0m | Added +29.3k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio | 59.6k $3.8m | Reduced -1.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 58.5k $3.7m | Added +32.2k |
| MITCHELL CAPITAL MANAGEMENT CO 0.55% of their portfolio | 56.8k $3.6m | Added +711 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 56.4k $3.6m | Added +46.4k |
| Eurizon Capital SGR S.p.A. 0.01% of their portfolio | 55.7k $3.6m | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 55.1k $3.5m | Added +339 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1.74% of their portfolio | 52.4k $3.3m | Added +1.7k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 50.8k $3.2m | New |
| LBP AM SA 0.03% of their portfolio | 50.2k $3.2m | Unchanged |
| HRT FINANCIAL LP 0.01% of their portfolio | 47.7k $3.0m | Added +30.1k |
| SMA Capital LLC 1.23% of their portfolio | 46.0k $2.9m | New |