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 2021Joho CapitalBuy9009,807$3,119
Q2 2021Fundsmith Investment ServicesBuy12,21312,213$3,885
Q2 2021Renaissance Technologies LLCBuy120,000129,600$41,223
Q2 2021Polen Capital ManagementBuy5,356168,197$53,500
Q2 2021Third PointBuy130,0001,095,000$348,298
Q2 2021AKO CapitalSell-24,5541,391,558$442,627
Q1 2021FundsmithBuy20,3436,807,070$1,979,836
Q1 2021Joho CapitalBuy2,3858,907$2,591
Q1 2021Renaissance Technologies LLCSell-185,1269,600$2,792
Q1 2021Polen Capital ManagementBuy229162,841$47,362
Q1 2021Third PointBuy765,000965,000$280,670
Q1 2021AKO CapitalSell-158,6831,416,112$411,876
Q4 2020FundsmithSell-13,6066,786,727$1,806,559
Q4 2020Polen Capital ManagementSell-6,068162,612$43,286
Q4 2020Renaissance Technologies LLCSell-588,604194,726$51,834
Q4 2020Third PointBuy200,000200,000$53,238
Q4 2020AKO CapitalSell-48,0391,574,795$419,195
Q3 2020FundsmithBuy41,7596,800,333$1,484,173
Q3 2020Polen Capital ManagementBuy168,680168,680$36,814
Q3 2020Renaissance Technologies LLCSell-123,700783,330$170,962
Q3 2020AKO CapitalBuy25,1091,622,834$354,184
Q2 2020FundsmithBuy19,9126,758,574$1,275,208
Q2 2020Lindsell TrainBuy8,8008,800$1,660
Q2 2020Joho CapitalSell-3,4506,522$1,231
Q2 2020Renaissance Technologies LLCBuy352,100907,030$171,138
Q2 2020AKO CapitalBuy435,9321,597,725$301,459
Q1 2020FundsmithSell-136,9256,738,662$1,073,738
Q1 2020Joho CapitalSell-6,4509,972$1,589
Q1 2020Renaissance Technologies LLCSell-963,100554,930$88,423
Q1 2020AKO CapitalBuy222,6801,161,793$185,120

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.