Vault-13

SUZANO S A SUZ

SPON ADS · ADR · CUSIP 86959K105

Brazilian paper and pulp producer

127 institutional holders -1 vs Q1 2024
35,761,49935.8m shares reported held*
$366.2mreported value*
24 new 33 added 48 reduced 24 sold out net sold ≈ $33.3m (-3.3m 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 ($91.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $10.24. Options: 4 managers hold calls ($34.9k notional), 6 hold puts ($853.9k).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 95Q4 22: 103Q1 23: 97Q2 23: 106Q3 23: 108Q4 23: 121Q1 24: 128Q2 24: 127127Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202295
Q4 2022103
Q1 202397
Q2 2023106
Q3 2023108
Q4 2023121
Q1 2024128
Q2 2024127

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 outQ2 23: 56 bought or addedQ2 23: 48 cut or sold outQ2 23Q3 23: 53 bought or addedQ3 23: 45 cut or sold outQ4 23: 61 bought or addedQ4 23: 37 cut or sold outQ4 23Q1 24: 61 bought or addedQ1 24: 54 cut or sold outQ2 24: 57 bought or addedQ2 24: 72 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20225833
Q1 20234455
Q2 20235648
Q3 20235345
Q4 20236137
Q1 20246154
Q2 20245772

Calls vs puts

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

CallsPuts
$0$250k$500k$750k$1mQ3 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 5.17Q2 24 calls: $34.9kQ2 24 puts: $853.9kQ2 24P/C 24.49
Numbers
QuarterCallsPutsP/C
Q3 2023$0$0—
Q4 2023$0$13.6k—
Q1 2024$3.3k$16.9k5.17
Q2 2024$34.9k$853.9k24.49

Biggest buyers

Atlas FRM LLC Added +5,200,000+5.2m
Kapitalo Investimentos Ltda New +1,399,005+1.4m
UBS Group AG Added +938,039+938.0k
MARSHALL WACE, LLP New +906,496+906.5k
Sagil Capital LLP New +615,739+615.7k
Absolute Gestao de Investimentos Ltda. New +273,180+273.2k
Pictet Asset Management Holding SA New +257,805+257.8k
Balyasny Asset Management L.P. New +223,236+223.2k
BANK OF AMERICA CORP /DE/ Added +216,115+216.1k
JANE STREET GROUP, LLC Added +200,294+200.3k

Biggest sellers

MILLENNIUM MANAGEMENT LLC Reduced -3,479,648-3.5m
MORGAN STANLEY Reduced -3,179,469-3.2m
Wealth High Governance Capital Ltda Reduced -1,100,000-1.1m
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Sold out -1,089,596-1.1m
Itau Unibanco Holding S.A. Reduced -973,071-973.1k
Moran Wealth Management, LLC Sold out -721,562-721.6k
JANUS HENDERSON GROUP PLC Sold out -647,950-648.0k
FIRST TRUST ADVISORS LP Sold out -565,501-565.5k
TWO SIGMA INVESTMENTS, LP Sold out -487,207-487.2k
STATE STREET CORP Reduced -379,394-379.4k

Biggest calls

JPMORGAN CHASE & CO New $28.8k2.8k shares
CITADEL ADVISORS LLC Added $4.1k400 shares
SIMPLEX TRADING, LLC Unchanged $2.0k200 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $375.9k36.6k shares
DRW Securities, LLC New $347.1k33.8k shares
HARVEST MANAGEMENT LLC New $102.7k10.0k shares
SIMPLEX TRADING, LLC Added $22.0k2.2k shares
CITADEL ADVISORS LLC Reduced $6.2k600 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 Q2 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 Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Atlas FRM LLC 16.77% of their portfolio GREENWICH, CT 12,320,00012.3m $126.5m $126.5m 16.77% Added +5.2m +5,200,000
2 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 4,029,1834.0m $41.4m $41.4m 0.00% Reduced -379.4k -379,394
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,399,1491.4m $14.4m $14.4m 0.00% Reduced -3.2m -3,179,469
4 Kapitalo Investimentos Ltda 4.31% of their portfolio SAO PAULO, D5 1,399,0051.4m $14.4m $14.4m 4.31% New
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 953,165953.2k $9.8m $9.8m 0.00% Added +938.0k +938,039
6 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 926,254926.3k $9.5m $9.5m 0.00% Added +120.4k +120,388
7 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 906,496906.5k $9.3m $9.3m 0.01% New
8 BlackRock Inc. 0.00% of their portfolio New York, NY 793,374793.4k $8.1m $8.1m 0.00% Reduced -80.2k -80,249
9 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 785,272785.3k $8.1m $8.1m 0.00% Added +407 +407
10 DekaBank Deutsche Girozentrale 0.01% of their portfolio FRANKFURT, 2M 778,866778.9k $8.1m $8.1m 0.01% Reduced -526 -526
11 Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio SEOUL, M5 704,773704.8k $6.2m $6.2m 0.03% Reduced -9.9k -9,942
12 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 658,904658.9k $6.8m $6.8m 0.01% Reduced -3.5m -3,479,648
13 Itau Unibanco Holding S.A. 0.27% of their portfolio SAO PAULO, D5 651,041651.0k $6.7m $6.7m 0.27% Reduced -973.1k -973,071
14 Sagil Capital LLP 5.55% of their portfolio LONDON, X0 615,739615.7k $6.3m $6.3m 5.55% New
15 Perpetual Ltd 0.07% of their portfolio SYDNEY, NEW SOUTH WALES, C3 597,292597.3k $6.1m $6.1m 0.07% Reduced -120.0k -119,970
16 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio FRANKFURT AM MAIN, 2M 556,087556.1k $5.7m $5.7m 0.01% Added +9.2k +9,177
17 Ramirez Asset Management, Inc. 1.15% of their portfolio NEW YORK, NY 548,766548.8k $5.6m $5.6m 1.15% Reduced -32.6k -32,629
18 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 482,579482.6k $5.0m $5.0m 0.00% Added +137.3k +137,286
19 DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 0.82% of their portfolio RIO DE JANEIRO, D5 450,000450.0k $4.6m $4.6m 0.82% Unchanged
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 351,294351.3k $3.6m $3.6m 0.00% Added +216.1k +216,115
21 Naman Capital Ltda 1.50% of their portfolio Sao Paulo, D5 344,547344.5k $3.5m $3.5m 1.50% Unchanged
22 Wealth High Governance Capital Ltda 0.76% of their portfolio SAO PAULO, D5 300,000300.0k $3.1m $3.1m 0.76% Reduced -1.1m -1,100,000
23 Waterfront Wealth Inc. 0.78% of their portfolio OVERLAND PARK, KS 278,290278.3k $2.9m $2.9m 0.78% Added +52.3k +52,334
24 Absolute Gestao de Investimentos Ltda. 1.46% of their portfolio SAO PAULO, D5 273,180273.2k $2.8m $2.8m 1.46% New
25 Pictet Asset Management Holding SA 0.00% of their portfolio CAROUGE, V8 257,805257.8k $2.6m $2.6m 0.00% New
26 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 226,528226.5k $2.3m $2.3m 0.00% Added +104.8k +104,805
27 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 223,236223.2k $2.3m $2.3m 0.01% New
28 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 212,712212.7k $2.2m $2.2m 0.00% Added +200.3k +200,294
29 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 194,128194.1k $2.0m $2.0m 0.00% Added +24 +24
30 BTG Pactual Asset Management US LLC 0.47% of their portfolio NEW YORK, NY 182,698182.7k $1.9m $1.9m 0.47% First filing
31 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 157,653157.7k $1.6m $1.6m 0.00% Reduced -16.8k -16,757
32 Slotnik Capital, LLC 0.79% of their portfolio DALLAS, TX 150,000150.0k $1.5m $1.5m 0.79% New
33 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 147,882147.9k $1.5m $1.5m 0.00% Added +105.0k +105,046
34 ANTIPODES PARTNERS Ltd 0.05% of their portfolio ROYAL EXCHANGE, C3 143,130143.1k $1.5m $1.5m 0.05% Reduced -156.7k -156,718
35 SPX Gestao de Recursos Ltda 0.22% of their portfolio RIO DE JANEIRO, D5 141,901141.9k $1.5m $1.5m 0.22% Reduced -4.0k -4,023
36 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 122,024122.0k $1.3m $1.3m 0.00% Reduced -6.3k -6,270
37 Arkfeld Wealth Strategies, L.L.C. 0.56% of their portfolio OMAHA, NE 112,123112.1k $1.1m $1.1m 0.56% New
38 BRANDES INVESTMENT PARTNERS, LP 0.01% of their portfolio LA JOLLA, CA 107,876107.9k $1.1m $1.1m 0.01% Reduced -11.6k -11,570
39 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 104,485104.5k $1.1m $1.1m 0.00% Unchanged
40 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 102,400102.4k $1.1m $1.1m 0.00% Reduced -24.7k -24,700
41 PINEBRIDGE INVESTMENTS, L.P. 0.01% of their portfolio NEW YORK, NY 102,393102.4k $1.1m $1.1m 0.01% Reduced -65.1k -65,110
42 Metis Global Partners, LLC 0.03% of their portfolio San Diego, CA 91,14891.1k $936.1k $936.1k 0.03% Added +11.4k +11,389
43 GRACE & WHITE INC /NY 0.16% of their portfolio NY, NY 85,47485.5k $877.8k $877.8k 0.16% Unchanged
44 Y-Intercept (Hong Kong) Ltd 0.04% of their portfolio HONG KONG, K3 73,85373.9k $758.5k $758.5k 0.04% Reduced -27.7k -27,708
45 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 73,61473.6k $756.0k $756.0k 0.00% Reduced -8.1k -8,114
46 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 73,52773.5k $755.1k $755.1k 0.00% New
47 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 71,31871.3k $732.4k $732.4k 0.01% Reduced -53.6k -53,615
48 DELTEC ASSET MANAGEMENT LLC 0.13% of their portfolio New York, NY 65,70065.7k $674.7k $674.7k 0.13% New
49 GUGGENHEIM CAPITAL LLC 0.00% of their portfolio CHICAGO, IL 65,26765.3k $670.3k $670.3k 0.00% Added +3.9k +3,913
50 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 64,86564.9k $666.2k $666.2k 0.00% Reduced -18.1k -18,111
51 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 64,00064.0k $657.3k $657.3k 0.01% Reduced -48.9k -48,900
52 VPR Management LLC 0.23% of their portfolio HOUSTON, TX 58,83558.8k $604.2k $604.2k 0.23% Unchanged
53 Legal & General Group Plc 0.00% of their portfolio London, X0 55,12155.1k $565.8k $565.8k 0.00% Unchanged
54 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 53,40353.4k $548.0k $548.0k 0.00% Added +11.1k +11,059
55 Optiver Holding B.V. 0.01% of their portfolio AMSTERDAM, P7 53,20653.2k $546.4k $546.4k 0.01% Reduced -102.3k -102,344
56 XTX Topco Ltd 0.05% of their portfolio LONDON, X0 52,54752.5k $539.7k $539.7k 0.05% Added +15.5k +15,535
57 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 47,19147.2k $484.7k $484.7k 0.00% Added +2.1k +2,128
58 BW Gestao de Investimentos Ltda. 0.06% of their portfolio SAO PAULO, D5 46,49346.5k $477.5k $477.5k 0.06% Reduced -160.0k -160,000
59 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 44,41944.4k $456.0k $456.0k 0.00% Added +189 +189
60 Investidor Profissional Gestao de Recursos Ltda. 0.40% of their portfolio RIO DE JANEIRO, D5 43,95044.0k $451.4k $451.4k 0.40% New
61 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 43,15543.2k $443.0k $443.0k 0.00% New
62 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 42,71842.7k $438.7k $438.7k 0.00% Added +172 +172
63 Quantbot Technologies LP 0.02% of their portfolio NEW YORK, NY 40,57440.6k $416.7k $416.7k 0.02% Added +33.0k +33,043
64 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 37,08837.1k $380.9k $380.9k 0.01% Reduced -26.3k -26,324
65 Crossmark Global Holdings, Inc. 0.01% of their portfolio HOUSTON, TX 34,04734.0k $350.0k $350.0k 0.01% Reduced -5.5k -5,548
66 PLATINUM INVESTMENT MANAGEMENT LTD 0.01% of their portfolio SYDNEY AUSTRALIA 2000, C3 33,63333.6k $345.4k $345.4k 0.01% Added +4.3k +4,314
67 PROFUND ADVISORS LLC 0.01% of their portfolio BETHESDA, MD 31,91231.9k $327.7k $327.7k 0.01% Reduced -537 -537
68 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 30,73530.7k $315.6k $315.6k 0.00% Reduced -90.7k -90,679
69 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 29,23229.2k $300.2k $300.2k 0.00% Added +15.7k +15,686
70 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 28,86828.9k $296.5k $296.5k 0.00% Reduced -116.5k -116,503
71 Frank, Rimerman Advisors LLC 0.02% of their portfolio Palo Alto, CA 26,70926.7k $274.3k $274.3k 0.02% New
72 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 26,21626.2k $269.2k $269.2k 0.00% Reduced -229.6k -229,558
73 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 25,00025.0k $256.8k $256.8k 0.00% New
74 Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio OAKLAND, CA 23,92823.9k $245.1k $245.1k 0.00% Reduced -2.1k -2,102
75 Laird Norton Wetherby Wealth Management, LLC 0.01% of their portfolio Seattle, WA 22,40222.4k $230.1k $230.1k 0.01% Reduced -2.8k -2,751
76 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BLOOMFIELD HILLS, MI 20,45720.5k $210.1k $210.1k 0.00% Reduced -2.3k -2,295
77 DRW Securities, LLC 0.01% of their portfolio CHICAGO, IL 19,60019.6k $201.3k $201.3k 0.01% New
78 Knights of Columbus Asset Advisors LLC 0.01% of their portfolio NEW HAVEN, CT 18,08818.1k $185.8k $185.8k 0.01% Unchanged
79 EntryPoint Capital, LLC 0.08% of their portfolio NEW YORK, NY 17,71917.7k $182.0k $182.0k 0.08% Added +15.8k +15,838
80 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 16,61516.6k $170.6k $170.6k 0.00% Reduced -3.7k -3,696
81 Cullen Capital Management, LLC 0.00% of their portfolio New York, NY 16,46516.5k $169.1k $169.1k 0.00% Unchanged
82 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 14,04314.0k $144.2k $144.2k 0.00% New
83 Compagnie Lombard Odier SCmA 0.00% of their portfolio 1204 GENEVA, V8 13,74513.7k $141.2k $141.2k 0.00% Unchanged
84 QRG CAPITAL MANAGEMENT, INC. 0.00% of their portfolio BERWYN, PA 12,85112.9k $132.0k $132.0k 0.00% Reduced -9.6k -9,635
85 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 12,60712.6k $129.5k $129.5k 0.00% Added +625 +625
86 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 12,58812.6k $129.3k $129.3k 0.00% Added +4.0k +3,950
87 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 12,55912.6k $128.5k $128.5k 0.00% New
88 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 12,50912.5k $128.5k $128.5k 0.00% Added +891 +891
89 First Trust Direct Indexing L.P. 0.01% of their portfolio Boston, MA 11,49611.5k $118.1k $118.1k 0.01% Reduced -1.4k -1,379
90 QUADRANT CAPITAL GROUP LLC 0.01% of their portfolio CINCINNATI, OH 11,24911.2k $115.5k $115.5k 0.01% Reduced -8.7k -8,695
91 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 11,12711.1k $114.3k $114.3k 0.00% Reduced -1.8k -1,797
92 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 10,66410.7k $109.5k $109.5k 0.00% New
93 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,29310.3k $106.0k $106.0k 0.00% New
94 Caprock Group, LLC 0.00% of their portfolio BOISE, ID 10,05910.1k $103.3k $103.3k 0.00% New
95 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 8,9198.9k $91.6k $91.6k 0.00% Reduced -126 -126
96 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 8,8678.9k $91.1k $91.1k 0.00% First filing
97 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 6,5106.5k $66.9k $66.9k 0.00% Added +654 +654
98 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,4174.4k $45.4k $45.4k 0.00% Reduced -678 -678
99 CREDIT AGRICOLE S A 0.00% of their portfolio Montrouge Cedex, I0 3,8703.9k $39.7k $39.7k 0.00% Unchanged
100 FMR LLC 0.00% of their portfolio BOSTON, MA 3,0853.1k $31.7k $31.7k 0.00% Reduced -3.3k -3,339