ESTEE LAUDER COMPANIES-CL A (EL) Stock Institutional Trading Activity


ESTEE LAUDER COMPANIES-CL A (EL) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Renaissance Technologies LLC, Eagle Capital Management, Hillman Value Fund, Sequoia Financial Advisors, and Cullen Value Fund. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2024Hillman Value FundBuy22,29768,586$7,297,550
Q2 2024Renaissance Technologies LLCBuy113,200315,500$33,569,200
Q1 2024Cullen Value FundBuy7958,287$1,265,975
Q1 2024Sequoia Financial AdvisorsSell-4342,068$318,822
Q1 2024AKO CapitalBuy838,7832,709,857$417,724
Q1 2024Hillman Value FundBuy2,28946,289$7,135,449
Q4 2023Cullen Value FundBuy7,4927,492$1,095,752
Q4 2023AKO CapitalBuy1,408,8971,871,074$273,645
Q4 2023Sequoia Financial AdvisorsBuy1,0302,502$365,872
Q4 2023Lindsell TrainBuy90011,425$1,671,820
Q4 2023Hillman Value FundBuy44,00044,000$6,435,000
Q3 2023AKO CapitalSell-127,827462,177$66,808
Q3 2023Sequoia Financial AdvisorsBuy2781,472$212,789
Q3 2023Polen Capital ManagementBuy8,494135,734$19,620,286
Q3 2023Parnassus Endeavor FundBuy441,407441,407$63,805,382
Q2 2023Fundsmith Investment ServicesBuy1,6241,637,837$321,638,430
Q2 2023FundsmithSell-9,8075,418,525$1,064,089,940
Q2 2023AKO CapitalSell-18,976590,004$115,865
Q2 2023Sequoia Financial AdvisorsSell-5631,194$234,387
Q2 2023Lindsell TrainBuy1,10010,525$2,066,847
Q2 2023Joho CapitalBuy1,45011,802$2,317,677
Q2 2023Polen Capital ManagementBuy6,788127,240$24,987,401
Q1 2023Fundsmith Investment ServicesBuy8501,636,213$403,261,056
Q1 2023FundsmithSell-251,2885,428,332$1,337,866,705
Q1 2023AKO CapitalSell-265,536608,980$150,089
Q1 2023Sequoia Financial AdvisorsBuy161,757$433,060
Q1 2023Polen Capital ManagementSell-3,710120,452$29,686,666
Q4 2022Fundsmith Investment ServicesBuy16,3121,635,363$405,749,914
Q4 2022FundsmithSell-276,3545,679,620$1,409,170,518
Q4 2022Lindsell TrainBuy6259,425$2,339,426

Frequently asked questions about EL activity

  • Which institutional owners are buying EL?

    Institutional owners buying EL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EL activity?

    "Buy" means an investor increased their reported position in EL compared to the prior reporting period. This reflects growing exposure to ESTEE LAUDER COMPANIES-CL A (EL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EL increasing?

    Institutional interest in EL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.