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 Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $124.19 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 | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
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)
Major holders include Steven Cohen ($27.56 M), Renaissance Technologies ($23.33 M), Cliff Asness ($19.73 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 1.08 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $29.27 M, with 6 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited EL. The total reported sell value was $25.48 M.
Yes, 3 managers opened new positions in EL, and 3 increased their existing holdings. The total reported buy value was $54.75 M.