Element Solutions Inc (ESI) 13F Holdings Overview (Q2 2026)

ESI ranks #1175 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

502 institutions disclose a position in ESI, but none treat it as a major bet — even New South Capital Management Inc, its most concentrated holder, allocates just 4.8% of its own portfolio to it.

BlackRock has added to its ESI position for two straight quarters, increasing it by $653.9M to reach $1.3B today.

Gates Capital Management, Inc. has trimmed its ESI position for two straight quarters, cutting it by $37.1M while still holding $76.9M.

ESI is up 1.5% today, and institutions have been net buyers of $792.3M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

ESI posted net income of $148.7M over the trailing twelve months, and currently trades at a P/E of 58.7.

• Profitable — net income of $148.7M over the trailing twelve months
• Revenue grew 13.0% year over year
• Net income declined year over year, from $286.2M to $148.7M
• Generated $289.8M in positive operating cash flow
• Current ratio of 3.68x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.90x equity — within a conventional range