Vault-13

SUZANO S A SUZ

SPON ADS · ADR · CUSIP 86959K105

Brazilian paper and pulp producer

128 institutional holders +7 vs Q4 2023
39,035,93739.0m shares reported held*
$495.7mreported value*
16 new 45 added 45 reduced 9 sold out net bought ≈ $90.5m (+7.1m shares)

* 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 ($193.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $12.70. Options: 3 managers hold calls ($3.3k notional), 3 hold puts ($16.9k).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 95Q4 22: 103Q1 23: 97Q2 23: 106Q3 23: 108Q4 23: 121Q1 24: 128128Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202295
Q4 2022103
Q1 202397
Q2 2023106
Q3 2023108
Q4 2023121
Q1 2024128

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 58 bought or addedQ4 22: 33 cut or sold outQ4 22Q1 23: 44 bought or addedQ1 23: 55 cut or sold outQ1 23Q2 23: 56 bought or addedQ2 23: 48 cut or sold outQ2 23Q3 23: 53 bought or addedQ3 23: 45 cut or sold outQ3 23Q4 23: 61 bought or addedQ4 23: 37 cut or sold outQ4 23Q1 24: 61 bought or addedQ1 24: 54 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20225833
Q1 20234455
Q2 20235648
Q3 20235345
Q4 20236137
Q1 20246154

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5k$10k$15k$20kQ2 23 calls: $8.3kQ2 23 puts: $0Q2 23P/C 0.00Q3 23 calls: $0Q3 23 puts: $0Q3 23P/C —Q4 23 calls: $0Q4 23 puts: $13.6kQ4 23P/C —Q1 24 calls: $3.3kQ1 24 puts: $16.9kQ1 24P/C 5.17
Numbers
QuarterCallsPutsP/C
Q2 2023$8.3k$00.00
Q3 2023$0$0—
Q4 2023$0$13.6k—
Q1 2024$3.3k$16.9k5.17

Biggest buyers

Atlas FRM LLC Added +4,700,000+4.7m
MILLENNIUM MANAGEMENT LLC Added +4,126,703+4.1m
MORGAN STANLEY Added +2,787,394+2.8m
Wealth High Governance Capital Ltda Added +1,300,000+1.3m
Moran Wealth Management, LLC Added +390,601+390.6k
CITADEL ADVISORS LLC Added +271,631+271.6k
JANUS HENDERSON GROUP PLC Added +198,068+198.1k
NORTHERN TRUST CORP Added +155,251+155.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +145,371+145.4k
PRINCIPAL FINANCIAL GROUP INC New +128,294+128.3k

Biggest sellers

PLATINUM INVESTMENT MANAGEMENT LTD Reduced -2,780,681-2.8m
BANK OF AMERICA CORP /DE/ Reduced -1,595,713-1.6m
Kapitalo Investimentos Ltda Sold out -760,988-761.0k
STATE STREET CORP Reduced -543,556-543.6k
RENAISSANCE TECHNOLOGIES LLC Reduced -516,628-516.6k
BW Gestao de Investimentos Ltda. Reduced -412,000-412.0k
Mirae Asset Global Investments Co., Ltd. Reduced -235,294-235.3k
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Reduced -178,853-178.9k
FIRST TRUST ADVISORS LP Reduced -142,232-142.2k
TWO SIGMA INVESTMENTS, LP Reduced -124,258-124.3k

Biggest calls

SIMPLEX TRADING, LLC New $2.0k200 shares
CITADEL ADVISORS LLC New $1.3k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $8.9k700 shares
SIMPLEX TRADING, LLC New $8.0k700 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 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.

HolderStakeChangeShares Last filed
Suzano Holding S.A. 13D · may seek influence new · filed 2026-08-24
Stated purposeItem 6 of this Schedule 13D is hereby incorporated herein by reference. The Fanny Parties and SH entered into a shareholders' agreement, effective as of August 20, 2026 (the "Fanny Parties Shareholders' Agreement") regulating, among other provisions, the gradual replacement of shares held by the Fanny Parties in the share capital of SH with Shares issued by the Issuer held by SH, proportionately to the Fanny Parties' shareholding in SH, resulting in the exit of the Fanny Parties from the share capital of SH. Such replacement is to be carried out over a period of 20 years through reductions in SH's capital with the cancellation of SH-issued shares held by the Fanny Parties, and delivery by SH to the Fanny Parties, at book value, of Shares issued by the Issuer held by SH (the "SH Corporate… Full filing
45.7% new 578.2m 2026-08-24

Insider purchases and sales in Q1 2024

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 in Q1 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Atlas FRM LLC 12.30% of their portfolio GREENWICH, CT 7,120,0007.1m $91.0m $91.0m 12.30% Added +4.7m +4,700,000
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,578,6184.6m $58.5m $58.5m 0.00% Added +2.8m +2,787,394
3 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 4,408,5774.4m $56.3m $56.3m 0.00% Reduced -543.6k -543,556
4 MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 4,138,5524.1m $52.9m $52.9m 0.04% Added +4.1m +4,126,703
5 Itau Unibanco Holding S.A. 0.88% of their portfolio SAO PAULO, D5 1,624,1121.6m $20.6m $20.6m 0.88% Reduced -115.6k -115,629
6 Wealth High Governance Capital Ltda 4.00% of their portfolio SAO PAULO, D5 1,400,0001.4m $17.9m $17.9m 4.00% Added +1.3m +1,300,000
7 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 1,089,5961.1m $13.9m $13.9m 0.00% Added +56.2k +56,249
8 BlackRock Inc. 0.00% of their portfolio New York, NY 873,623873.6k $11.2m $11.2m 0.00% Added +36.7k +36,709
9 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 805,866805.9k $10.3m $10.3m 0.00% Added +155.3k +155,251
10 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 784,865784.9k $10.0m $10.0m 0.01% Added +39.3k +39,251
11 DekaBank Deutsche Girozentrale 0.02% of their portfolio FRANKFURT, 2M 779,392779.4k $9.9m $9.9m 0.02% Unchanged
12 Moran Wealth Management, LLC 0.30% of their portfolio NAPLES, FL 721,562721.6k $9.2m $9.2m 0.30% Added +390.6k +390,601
13 Perpetual Ltd 0.09% of their portfolio SYDNEY, NEW SOUTH WALES, C3 717,262717.3k $9.2m $9.2m 0.09% Reduced -103.1k -103,070
14 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 714,715714.7k $6.4m $6.4m 0.01% Reduced -235.3k -235,294
15 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 647,950648.0k $8.3m $8.3m 0.00% Added +198.1k +198,068
16 Ramirez Asset Management, Inc. 1.50% of their portfolio NEW YORK, NY 581,395581.4k $7.4m $7.4m 1.50% Reduced -59.2k -59,203
17 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 565,501565.5k $7.2m $7.2m 0.01% Reduced -142.2k -142,232
18 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio FRANKFURT AM MAIN, 2M 546,910546.9k $7.0m $7.0m 0.01% Reduced -178.9k -178,853
19 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 487,207487.2k $6.2m $6.2m 0.02% Reduced -124.3k -124,258
20 DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 0.98% of their portfolio RIO DE JANEIRO, D5 450,000450.0k $5.8m $5.8m 0.98% Unchanged
21 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 345,293345.3k $4.4m $4.4m 0.00% Added +271.6k +271,631
22 Naman Capital Ltda 1.72% of their portfolio Sao Paulo, D5 344,547344.5k $4.4m $4.4m 1.72% Unchanged
23 ANTIPODES PARTNERS Ltd 0.12% of their portfolio ROYAL EXCHANGE, C3 299,848299.8k $3.8m $3.8m 0.12% Reduced -17.7k -17,664
24 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 255,774255.8k $3.3m $3.3m 0.01% Reduced -516.6k -516,628
25 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 235,632235.6k $3.0m $3.0m 0.00% Reduced -14.7k -14,694
26 Waterfront Wealth Inc. 0.74% of their portfolio OVERLAND PARK, KS 225,956226.0k $2.7m $2.7m 0.74% Added +29.0k +28,987
27 BW Gestao de Investimentos Ltda. 0.24% of their portfolio SAO PAULO, D5 206,493206.5k $2.6m $2.6m 0.24% Reduced -412.0k -412,000
28 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 194,104194.1k $2.5m $2.5m 0.00% Added +952 +952
29 BTG Pactual Global Asset Management Ltd 0.74% of their portfolio NEW YORK, NY 182,120182.1k $2.3m $2.3m 0.74% Unchanged
30 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 174,410174.4k $2.2m $2.2m 0.00% Added +3.5k +3,544
31 PINEBRIDGE INVESTMENTS, L.P. 0.02% of their portfolio NEW YORK, NY 167,503167.5k $2.1m $2.1m 0.02% Reduced -1.7k -1,695
32 Optiver Holding B.V. 0.08% of their portfolio AMSTERDAM, P7 155,550155.6k $2.0m $2.0m 0.08% Reduced -65.1k -65,145
33 SPX Gestao de Recursos Ltda 0.16% of their portfolio RIO DE JANEIRO, D5 145,924145.9k $1.9m $1.9m 0.16% Added +86.6k +86,643
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 145,371145.4k $1.9m $1.9m 0.00% New
35 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 135,179135.2k $1.7m $1.7m 0.00% Reduced -1.6m -1,595,713
36 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 128,294128.3k $1.6m $1.6m 0.00% New
37 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 127,100127.1k $1.6m $1.6m 0.00% Added +89.2k +89,200
38 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio Stamford, CT 124,933124.9k $1.6m $1.6m 0.02% Reduced -31.4k -31,353
39 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 121,723121.7k $1.6m $1.6m 0.00% New
40 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 121,414121.4k $1.6m $1.6m 0.00% Reduced -78.3k -78,258
41 BRANDES INVESTMENT PARTNERS, LP 0.02% of their portfolio LA JOLLA, CA 119,446119.4k $1.5m $1.5m 0.02% Reduced -2.1k -2,140
42 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 112,900112.9k $1.4m $1.4m 0.01% New
43 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 104,485104.5k $1.3m $1.3m 0.00% Unchanged
44 Y-Intercept (Hong Kong) Ltd 0.10% of their portfolio HONG KONG, K3 101,561101.6k $1.3m $1.3m 0.10% Reduced -49.9k -49,905
45 GRACE & WHITE INC /NY 0.20% of their portfolio NY, NY 85,47485.5k $1.1m $1.1m 0.20% Unchanged
46 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 82,97683.0k $1.1m $1.1m 0.00% Reduced -529 -529
47 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 81,72881.7k $1.0m $1.0m 0.00% Added +81.6k +81,626
48 Metis Global Partners, LLC 0.04% of their portfolio San Diego, CA 79,75979.8k $1.0m $1.0m 0.04% Added +4.6k +4,595
49 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 70,43570.4k $900.2k $900.2k 0.00% Reduced -658 -658
50 RITHOLTZ WEALTH MANAGEMENT 0.03% of their portfolio NEW YORK, NY 63,41263.4k $810.4k $810.4k 0.03% Reduced -6.3k -6,349
51 Capital Wealth Planning, LLC 0.01% of their portfolio NAPLES, FL 62,30162.3k $796.2k $796.2k 0.01% New
52 Penserra Capital Management LLC 0.01% of their portfolio ORINDA, CA 62,30162.3k $796.0k $796.0k 0.01% New
53 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 61,35461.4k $784.1k $784.1k 0.01% Added +18.8k +18,849
54 VPR Management LLC 0.21% of their portfolio HOUSTON, TX 58,83558.8k $751.9k $751.9k 0.21% Unchanged
55 AXQ CAPITAL, LP 0.17% of their portfolio JERSEY CITY, NJ 55,40055.4k $708.0k $708.0k 0.17% Added +41.2k +41,200
56 Legal & General Group Plc 0.00% of their portfolio London, X0 55,12155.1k $704.2k $704.2k 0.00% Unchanged
57 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 45,06345.1k $575.9k $575.9k 0.00% Added +3.9k +3,916
58 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 44,23044.2k $565.0k $565.0k 0.00% Reduced -2.7k -2,666
59 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 44,07544.1k $563.3k $563.3k 0.02% New
60 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 42,83642.8k $547.4k $547.4k 0.00% Reduced -19.0k -18,955
61 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 42,54642.5k $543.7k $543.7k 0.00% Added +8.8k +8,838
62 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 42,34442.3k $541.0k $541.0k 0.00% New
63 Crossmark Global Holdings, Inc. 0.01% of their portfolio HOUSTON, TX 39,59539.6k $506.0k $506.0k 0.01% Reduced -4.7k -4,725
64 XTX Topco Ltd 0.06% of their portfolio LONDON, X0 37,01237.0k $473.0k $473.0k 0.06% New
65 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 35,52035.5k $453.9k $453.9k 0.00% Reduced -8.2k -8,161
66 PROFUND ADVISORS LLC 0.02% of their portfolio BETHESDA, MD 32,44932.4k $414.7k $414.7k 0.02% Reduced -7.2k -7,172
67 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 31,92031.9k $407.9k $407.9k 0.01% Reduced -4.9k -4,941
68 Aquatic Capital Management LLC 0.01% of their portfolio CHICAGO, IL 30,50030.5k $389.8k $389.8k 0.01% Reduced -13.1k -13,100
69 PLATINUM INVESTMENT MANAGEMENT LTD 0.02% of their portfolio SYDNEY AUSTRALIA 2000, C3 29,31929.3k $374.7k $374.7k 0.02% Reduced -2.8m -2,780,681
70 Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio OAKLAND, CA 26,03026.0k $332.7k $332.7k 0.01% Added +656 +656
71 Laird Norton Wetherby Wealth Management, LLC 0.02% of their portfolio Seattle, WA 25,15325.2k $321.5k $321.5k 0.02% Added +108 +108
72 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BLOOMFIELD HILLS, MI 22,75222.8k $290.8k $290.8k 0.00% Unchanged
73 QRG CAPITAL MANAGEMENT, INC. 0.00% of their portfolio BERWYN, PA 22,48622.5k $287.4k $287.4k 0.00% Added +7.4k +7,367
74 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 20,31120.3k $259.6k $259.6k 0.00% Added +977 +977
75 QUADRANT CAPITAL GROUP LLC 0.02% of their portfolio CINCINNATI, OH 19,94419.9k $254.9k $254.9k 0.02% Added +3.7k +3,680
76 Knights of Columbus Asset Advisors LLC 0.02% of their portfolio NEW HAVEN, CT 18,08818.1k $231.2k $231.2k 0.02% Added +196 +196
77 Cullen Capital Management, LLC 0.00% of their portfolio New York, NY 16,46516.5k $210.4k $210.4k 0.00% Unchanged
78 UBS Group AG 0.00% of their portfolio ZURICH, V8 15,12615.1k $193.3k $193.3k 0.00% Reduced -46.6k -46,631
79 Compound Planning, Inc. 0.02% of their portfolio NEW YORK, NY 15,06415.1k $192.5k $192.5k 0.02% Reduced -480 -480
80 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 14,35014.3k $183.4k $183.4k 0.00% New
81 Compagnie Lombard Odier SCmA 0.00% of their portfolio 1204 GENEVA, V8 13,74513.7k $175.7k $175.7k 0.00% Unchanged
82 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 13,54613.5k $173.1k $173.1k 0.00% Reduced -17.8k -17,784
83 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 13,33213.3k $170.4k $170.4k 0.00% Added +1.7k +1,661
84 ATLAS CAPITAL ADVISORS INC. 0.03% of their portfolio JACKSON, WY 13,32913.3k $170.3k $170.3k 0.03% Unchanged
85 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 12,92412.9k $165.2k $165.2k 0.00% Added +2.2k +2,220
86 First Trust Direct Indexing L.P. 0.01% of their portfolio Boston, MA 12,87512.9k $164.5k $164.5k 0.01% Reduced -7.2k -7,163
87 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,41812.4k $158.7k $158.7k 0.00% Reduced -22.9k -22,875
88 Ballentine Partners, LLC 0.00% of their portfolio Waltham, MA 12,05512.1k $154.1k $154.1k 0.00% New
89 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 11,98212.0k $153.1k $153.1k 0.00% Reduced -980 -980
90 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 11,61811.6k $148.0k $148.0k 0.00% New
91 Banco Santander, S.A. 0.00% of their portfolio Madrid, U3 10,61010.6k $135.6k $135.6k 0.00% Reduced -1.1k -1,080
92 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 9,0459.0k $115.6k $115.6k 0.00% Added +36 +36
93 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 8,6388.6k $110.4k $110.4k 0.00% Reduced -160 -160
94 Quantbot Technologies LP 0.01% of their portfolio NEW YORK, NY 7,5317.5k $96.2k $96.2k 0.01% New
95 FMR LLC 0.00% of their portfolio BOSTON, MA 6,4246.4k $82.1k $82.1k 0.00% Added +480 +480
96 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 5,8565.9k $74.8k $74.8k 0.00% Added +196 +196
97 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 5,0955.1k $65.1k $65.1k 0.00% Added +2.0k +2,043
98 Mondrian Investment Partners LTD 0.00% of their portfolio LONDON, X0 4,6574.7k $59.5k $59.5k 0.00% Reduced -9.8k -9,798
99 CREDIT AGRICOLE S A 0.00% of their portfolio Montrouge Cedex, I0 3,8703.9k $44.9k $44.9k 0.00% Reduced -2.5k -2,500
100 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 3,0003.0k $33.7k $33.7k 0.00% Reduced -55 -55