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 Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $134.12 M.
Top institutional holders include Cliff Asness and Paul Tudor Jones.
Institutional sentiment is currently Bullish. This is evidenced by a $26.07 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 265.5%. Conversely, Steven Cohen reduced exposure by 85.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for The Estée Lauder Companies Inc. (EL)
Major holders include Cliff Asness ($45.24 M), Paul Tudor Jones ($32.31 M), Joel Greenblatt ($9.78 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 1.5 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $26.07 M, with 7 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited EL. The total reported sell value was $44.07 M.
Yes, 1 managers opened new positions in EL, and 6 increased their existing holdings. The total reported buy value was $70.14 M.
