Guru Ownership Trend
Guru Analysis for The Estée Lauder Companies Inc. (EL)
The Estée Lauder Companies Inc. (EL), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $96.41 M.
Top institutional holders include Steven Cohen and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $2.77 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 105.7%. Conversely, Renaissance Technologies reduced exposure by 91.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for The Estée Lauder Companies Inc. (EL)
Major holders include Steven Cohen ($67.34 M), Cliff Asness ($18.67 M), Joel Greenblatt ($9.21 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 1.1 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $2.77 M, with 7 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited EL. The total reported sell value was $35.95 M.
Yes, 2 managers opened new positions in EL, and 5 increased their existing holdings. The total reported buy value was $38.72 M.
