Guru Ownership Over Time
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 Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $108.9 M.
Top institutional holders include Steven Cohen and Renaissance Technologies.
Institutional sentiment is currently Bullish. This is evidenced by a $29.27 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 619.6%. Conversely, Cliff Asness reduced exposure by 32.7%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.05% | New Buy | 312,703 | $27.56 M | Q3 2025 | |
| 0.03% | Add 619.6% | 264,800 | $23.33 M | Q3 2025 | |
| 0.01% | Reduce -32.7% | 223,885 | $19.73 M | Q3 2025 | |
| 0.03% | Reduce -13.0% | 80,045 | $7.05 M | Q3 2025 | |
| 3.62% | Reduce -13.4% | 70,688 | $6.23 M | Q3 2025 | |
| 0.01% | New Buy | 46,212 | $4.07 M | Q3 2025 | |
| 0.00% | Add 55.0% | 30,357 | $2.68 M | Q3 2025 | |
| 0.03% | New Buy | 22,901 | $2.02 M | Q3 2025 | |
| 0.00% | Add 5.7% | 13,926 | $1.23 M | Q3 2025 | |
| 0.01% | Reduce -8.9% | 12,385 | $1.09 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for The Estée Lauder Companies Inc. (EL)
Top Guru holders include Steven Cohen ($27.56 M), Renaissance Technologies ($23.33 M), Cliff Asness ($19.73 M). Collectively, tracked Gurus hold 1.08 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $29.27 M, with 6 Gurus buying and 7 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 3 Gurus sold out of EL completely. Total sell value was $25.48 M.
Yes, 3 Gurus opened new positions in EL, and 3 added to their existing holdings. Total buy value was $54.75 M.