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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $356.43 M.
Top institutional holders include Cliff Asness and Steven Cohen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $170.78 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 32.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for The Estée Lauder Companies Inc. (EL)
Major holders include Cliff Asness ($124.99 M), Steven Cohen ($57.31 M), Joel Greenblatt ($35.98 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 3.67 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $170.78 M, with 6 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 $12.52 M.
Yes, 1 managers opened new positions in EL, and 5 increased their existing holdings. The total reported buy value was $183.31 M.
