SUZNYSEPaper Mills
Suzano S.A.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 20-F on Mar 24, 2026
$8.50+0.00 (0.00%)
Close on Oct 19, 2026
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
5.8%
73M of 1.26B shares
Institutional holders
135
28 new, 32 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| David Feffer | 578,176,712 | 45.70% | 13D (active) | Aug 20, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SUZ | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Atlas FRM LLC | 24,320,000 | 1.92% | $188.72M | +5,200,000 | 8.08% |
| State Street Corp | 6,780,535 | 0.54% | $52.62M | +466,453 | 0.00% |
| Deutsche Bank AG\ | 5,510,920 | 0.44% | $42.76M | −7,124,492 | 0.01% |
| UBS Group AG | 5,282,931 | 0.42% | $41.00M | +428,861 | 0.01% |
| Wellington Management Group Llp | 4,211,039 | 0.33% | $32.68M | +4,197,157 | 0.01% |
| Dynamo Internacional Gestao De Recursos Ltda. | 2,561,542 | 0.20% | $19.88M | −27,692 | 8.14% |
| American Century Companies Inc | 2,528,457 | 0.20% | $19.62M | +213,415 | 0.01% |
| Morgan Stanley | 1,802,024 | 0.14% | $13.98M | −907,629 | 0.00% |
| Compass Rose Asset Management, LP | 1,715,000 | 0.14% | $13.31M | +865,000 | 0.37% |
| Kapitalo Investimentos Ltda | 1,709,143 | 0.14% | $13.26M | +614,410 | 0.84% |
| Northern Trust Corp | 1,276,806 | 0.10% | $9.91M | +459,961 | 0.00% |
| Goldman Sachs Group Inc | 1,189,787 | 0.09% | $9.23M | −1,055,791 | 0.00% |
| JPMorgan Chase & Co | 1,139,517 | 0.09% | $8.74M | +456,286 | 0.00% |
| Jane Street Group, LLC | 1,055,439 | 0.08% | $8.19M | +628,724 | 0.00% |
| Ramirez Asset Management, Inc. | 939,488 | 0.07% | $7.29M | +15,170 | 0.76% |
| Dimensional Fund Advisors LP | 844,195 | 0.07% | $6.55M | +314,420 | 0.00% |
| BlackRock, Inc. | 836,025 | 0.07% | $6.49M | +110,624 | 0.00% |
| Two Sigma Investments, LP | 726,360 | 0.06% | $5.64M | +663,860 | 0.00% |
| Renaissance Technologies LLC | 678,300 | 0.05% | $5.26M | −36,000 | 0.01% |
| Principal Financial Group Inc | 610,941 | 0.05% | $4.74M | +7,383 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 135 | 73M | 5.8% | 28 / 49 | 47 / 32 | 16M | 16M |
| Q1 2026 | 144 | 73M | 5.7% | 35 / 68 | 25 / 19 | 18M | 9M |
| Q4 2025 | 131 | 64M | 5.0% | 22 / 51 | 39 / 17 | 15M | 9M |
| Q3 2025 | 128 | 57M | 4.5% | 18 / 42 | 52 / 20 | 6M | 7M |
| Q2 2025 | 132 | 59M | 4.6% | 20 / 53 | 39 / 21 | 10M | 7M |
| Q1 2025 | 136 | 55M | 4.4% | 29 / 48 | 37 / 12 | 13M | 8M |
| Q4 2024 | 121 | 51M | 4.0% | 14 / 54 | 28 / 17 | 17M | 6M |
| Q3 2024 | 124 | 40M | 3.1% | 21 / 41 | 39 / 21 | 10M | 5M |
| Q2 2024 | 125 | 36M | 2.8% | 26 / 33 | 48 / 25 | 12M | 15M |
| Q1 2024 | 126 | 39M | 3.1% | 16 / 45 | 45 / 9 | 15M | 8M |
| Q4 2023 | 119 | 32M | 2.5% | 21 / 44 | 29 / 8 | 8M | 7M |
| Q3 2023 | 107 | 32M | 2.5% | 18 / 37 | 30 / 15 | 5M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SUZ | Value | % of fund | As of |
|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF | 6,281,846 | 0.50% | $48.75M | 1.09% | Jun 30, 2026 |
| Avantis Emerging Markets Equity ETF | 2,110,769 | 0.17% | $17.27M | 0.07% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio Emerging Markets ETF | 483,617 | 0.04% | $3.75M | 0.02% | Jun 30, 2026 |
| Seafarer Overseas Value Fund | 400,000 | 0.03% | $3.41M | 2.17% | Jul 31, 2026 |
| Diversified Real Asset Fund | 358,147 | 0.03% | $2.93M | 0.11% | May 31, 2026 |
| Global Opportunities Portfolio | 330,200 | 0.03% | $2.81M | 0.02% | Jul 31, 2026 |
| Dimensional World ex. U.S. Core Equity 2 ETF | 221,798 | 0.02% | $1.89M | 0.02% | Jul 31, 2026 |
| Avantis Emerging Markets Value ETF | 207,260 | 0.02% | $1.70M | 0.12% | May 31, 2026 |
| Dimensional Emerging Markets Value ETF | 185,555 | 0.01% | $1.58M | 0.08% | Jul 31, 2026 |
| Dimensional Emerging Markets Core Equity 2 ETF | 158,680 | 0.01% | $1.35M | 0.02% | Jul 31, 2026 |
| Praxis International Index Fund | 157,997 | 0.01% | $1.23M | 0.18% | Jun 30, 2026 |
| Dimensional Emerging Core Equity Market ETF | 120,100 | 0.01% | $1.02M | 0.01% | Jul 31, 2026 |
| Tax-Managed Real Assets Fund | 104,485 | 0.01% | $890.21K | 0.06% | Jul 31, 2026 |
| VanEck Natural Resources ETF | 92,965 | 0.01% | $721.41K | 0.24% | Jun 30, 2026 |
| Avantis Emerging Markets Equity Fund | 78,919 | 0.01% | $645.56K | 0.05% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Carlos Anibal Fernandes de Almeida Junior | VP of Pulp, Eng. , Energy | 2,700 | 0.00% | Sep 11, 2026 |
| Walner Alves Cunha Junior | VP Legal, Tax and Corp Affairs | 652 | 0.00% | Sep 2, 2026 |
| Machado Pablo Francisco Gimenez | VP Consumer Goods and Strategy | 105,491 | 0.01% | Sep 2, 2026 |
| Fabio Almeida de Oliveira | VP of Paper and Packaging | 118,679 | 0.01% | May 28, 2026 |
| Luis Renato Costa Bueno | Executive VP of Consumer Goods | 158,238 | 0.01% | May 28, 2026 |
| Douglas Seibert Lazaretti | Executive VP of Forestry | 47,471 | 0.00% | May 28, 2026 |
| Aires Galhardo | VP of Pulp Operations | 158,238 | 0.01% | May 28, 2026 |
| Leonardo Barreto de Araujo Grimaldi | VP of Pulp Commercial and Log. | 2,740 | 0.00% | May 28, 2026 |
| Maria Luiza de Oliveira Pinto | VP, Sust., Comm. & Brand | 89,270 | 0.01% | May 28, 2026 |
| Marcos Moreno Chagas Assumpcao | VP of Finance and IR | 47,471 | 0.00% | May 28, 2026 |
| Joao Alberto Fernandez de Abreu | CEO | 265,602 | 0.02% | Apr 30, 2026 |
| David Feffer | Director | 412,917,186 | 32.66% | Aug 20, 2026 |
| Daniel Feffer | Director | 407,326,274 | 32.22% | Aug 20, 2026 |
| Gabriela Feffer Moll | – | 1,016,280 | 0.08% | Aug 20, 2026 |
| Rodrigo Calvo Galindo | – | – | – | Mar 17, 2026 |
| Walter Schalka | – | 121,351 | 0.01% | Mar 17, 2026 |
| Paulo Sergio Kakinoff | – | – | – | Mar 11, 2026 |
| Maria Priscila Rodini Vansetti Machado | – | 4,000 | 0.00% | Mar 10, 2026 |
| Nildemar Secches | – | – | – | Mar 6, 2026 |
| Paulo Rogerio Caffarelli | – | – | – | Mar 6, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Gabriela Feffer Moll – | Aug 19, 2026 | Other | +253,570 | – | – | 255,570 |
| David Feffer Director | Aug 19, 2026 | Other | +554,210 | – | – | 54,077,080 |
| David Feffer Director | Aug 19, 2026 | Other | −8,772,223 | – | – | 358,840,106 |
| Daniel Feffer Director | Aug 19, 2026 | Other | +408,863 | – | – | 48,486,168 |
| Daniel Feffer Director | Aug 19, 2026 | Other | −8,772,223 | – | – | 358,840,106 |
| Joao Alberto Fernandez de Abreu CEO | Apr 30, 2026 | Award | +97,824 | – | – | 265,602 |
| Joao Alberto Fernandez de Abreu CEO | Apr 30, 2026 | Award | +192,567 | – | – | 458,169 |
| Joao Alberto Fernandez de Abreu CEO | Apr 17, 2026 | Conversion | −168.67 | – | – | 232,482 |
| Joao Alberto Fernandez de Abreu CEO | Apr 17, 2026 | Conversion | +168.67 | $47.53 | $8.02K | 168,841 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.