Ticker · CUSIP 518439104

EL

LAUDER ESTEE COS INC

Consumer Defensive·Household & Personal Products

···Share

Holders (tracked)

Combined shares

23,032,989

Combined value

$2.41B

Last close

$76.20

Quarter

2025Q4

Price is -27.2% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$76.20+22.58 (+42.12%)H $119.24 · L $53.54 · Avg Vol 4.0M

Tracked holders · last 8 quarters

+3 vs previous quarter over the last 8.

SEC event timeline

30 events

Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+131,500 shares · 2025Q4
Position
AQR Capital Management trimmed2026-02-17
−45,563 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−411,558 shares · 2025Q4
Position
D.E. Shaw & Co. trimmed2026-02-17
−5,583 shares · 2025Q4
Position
Boykin Curry (Eagle Capital) trimmed2026-02-17
−239,203 shares · 2025Q4
Position
Two Sigma Investments trimmed2026-02-17
−210,491 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+342,512 shares · 2025Q4
Position
Steve Cohen (Point72) added2026-02-17
+330,384 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+1,171,078 shares · 2025Q4
Position
Wellington Management trimmed2026-02-17
−245,845 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) added2026-02-13
+810 shares · 2025Q4
Position
Lee Ainslie (Maverick Capital) added2026-02-13
+10,539 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−242,900 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+2,949,886 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) added2026-02-09
+954 shares · 2025Q4
Position
Mario Gabelli (GAMCO) trimmed2026-02-05
−60 shares · 2025Q4
Position
AQR Capital Management trimmed2025-11-14
−108,908 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+242,935 shares · 2025Q3
Position
Steve Cohen (Point72) opened position2025-11-14
+312,703 shares · 2025Q3
Position
Two Sigma Investments opened position2025-11-14
+582,506 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−235,888 shares · 2025Q3
Position
Lee Ainslie (Maverick Capital) opened position2025-11-14
+22,901 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+1,172,431 shares · 2025Q3
Position
Wellington Management added2025-11-14
+2,031,262 shares · 2025Q3
Position
Boykin Curry (Eagle Capital) trimmed2025-11-14
−662,191 shares · 2025Q3
Position
Renaissance Technologies added2025-11-13
+228,000 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−2,347,314 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) added2025-11-13
+746 shares · 2025Q3
Position
Mario Gabelli (GAMCO) trimmed2025-11-12
−1,210 shares · 2025Q3
Position
Ken Fisher (Fisher Asset Mgmt) added2025-11-12
+10,775 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for EL →

Follow-the-investor returns

If you'd copied each holder of EL…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Boykin Curry (Eagle Capital)	2024Q4	$68.11	+11.9%	$665.2M
AQR Capital Management	2016Q1	$83.65	-8.9%	$13.6M
Ken Griffin (Citadel Advisors)	2016Q1	$84.95	-10.3%	$78.1M
Ken Griffin (Citadel Advisors)	2016Q1	$84.95	-10.3%	$78.1M
Ken Griffin (Citadel Advisors)	2016Q1	$84.95	-10.3%	$78.1M
Paul Tudor Jones (Tudor Investment)	2016Q1	$88.48	-13.9%	$6.5M
Paul Tudor Jones (Tudor Investment)	2016Q1	$88.48	-13.9%	$6.5M
Wellington Management	2016Q1	$89.52	-14.9%	$139.9M
Mario Gabelli (GAMCO)	2016Q1	$89.84	-15.2%	$939K
Lee Ainslie (Maverick Capital)	2020Q2	$95.57	-20.3%	$2.5M
Renaissance Technologies	2016Q1	$95.73	-20.4%	$1.7M
T. Rowe Price	2016Q1	$97.23	-21.6%	$204.5M
Izzy Englander (Millennium Mgmt)	2016Q1	$101.61	-25.0%	$19.9M
Izzy Englander (Millennium Mgmt)	2016Q1	$101.61	-25.0%	$19.9M
Izzy Englander (Millennium Mgmt)	2016Q1	$101.61	-25.0%	$19.9M
Steve Cohen (Point72)	2016Q2	$102.12	-25.4%	$8.1M
Steve Cohen (Point72)	2016Q2	$102.12	-25.4%	$8.1M
Steve Cohen (Point72)	2016Q2	$102.12	-25.4%	$8.1M
D.E. Shaw & Co.	2016Q2	$102.14	-25.4%	$17.8M
D.E. Shaw & Co.	2016Q2	$102.14	-25.4%	$17.8M
D.E. Shaw & Co.	2016Q2	$102.14	-25.4%	$17.8M
Two Sigma Investments	2016Q1	$102.59	-25.7%	$28.3M
Ken Fisher (Fisher Asset Mgmt)	2017Q4	$121.64	-37.4%	$2.4M
Ray Dalio (Bridgewater Associates)	2016Q2	$179.79	-57.6%	$1.1M
Norges Bank (Norway SWF)	2016Q1	$5824.38	-98.7%	$224.8M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Norges Bank (Norway SWF)
+2,949,886
$308.9M
Paul Tudor Jones (Tudor Investment)
+131,500
$13.8M

Added to6

Izzy Englander (Millennium Mgmt)
+342,512
$35.9M
Steve Cohen (Point72)
+330,384
$34.6M
Lee Ainslie (Maverick Capital)
+10,539
$1.1M
T. Rowe Price
+1,171,078
$123K
Ken Fisher (Fisher Asset Mgmt)
+954
$100K
Ray Dalio (Bridgewater Associates)
+810
$85K

Trimmed8

Ken Griffin (Citadel Advisors)
−411,558
$43.1M
Wellington Management
−245,845
$25.7M
Renaissance Technologies
−242,900
$25.4M
Boykin Curry (Eagle Capital)
−239,203
$25.0M
Two Sigma Investments
−210,491
$22.0M
AQR Capital Management
−45,563
$4.8M
D.E. Shaw & Co.
−5,583
$585K
Mario Gabelli (GAMCO)
−60
$6K

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	21	27,239,831	$606.64B	—
2022Q2	21	26,855,724	$603.54B	—
2022Q3	24	28,474,736	$6.15B	+3
2022Q4	24	30,840,747	$7.65B	—
2023Q1	24	31,509,840	$7.77B	—
2023Q2	24	30,231,129	$5.94B	—
2023Q3	23	31,959,204	$4.62B	-1
2023Q4	19	25,233,861	$3.69B	-4
2024Q1	20	26,176,904	$4.04B	+1
2024Q2	23	38,312,316	$4.08B	+3
2024Q3	23	22,138,160	$2.21B	—
2024Q4	24	17,824,408	$1.34B	+1
2025Q1	24	20,769,314	$1.37B	—
2025Q2	25	19,679,529	$1.59B	+1
2025Q3	22	20,255,629	$1.78B	-3
2025Q4	25	23,032,989	$2.41B	+3

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2025-04-11	Dan Newhouse	Sell (P)	$1K – $15K	PDF ↗
2025-02-12	Julie Johnson	Sell	$1K – $15K	PDF ↗
2025-01-15	Julie Johnson	Buy	$1K – $15K	PDF ↗
2024-12-31	Kevin Hern	Sell	$15K – $50K	PDF ↗

Who owns EL

25 super-investors · 2025Q4

Tracked stake

23.03M

Combined value

$2.41B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New3Added10Trim12

#	Manager	Shares	Value	% of book	Last action
1	Boykin Curry Eagle Capital	8.73M	$914M	2.8%	Trim−239.2K
2	Norges Bank Norway SWF	2.95M	$309M	0.0%	New+2.95M
3	T. Rowe Price	2.68M	$281M	0.0%	Added+1.17M
4	Wellington Management	1.84M	$192M	0.0%	Trim−245.8K
5	Ken Griffin Citadel Advisors	1.12M	$117M	0.0%	Trim−411.6K
6	Ken Griffin Citadel Advisors	1.03M	$107M	0.0%	Trim−411.6K
7	Izzy Englander Millennium Mgmt	982.9K	$103M	0.0%	Added+342.5K
8	Ken Griffin Citadel Advisors	876.3K	$92M	0.0%	Trim−411.6K
9	Steve Cohen Point72	643.1K	$67M	0.1%	Added+330.4K
10	D.E. Shaw & Co.	421.8K	$44M	0.0%	Trim−5.6K
11	Two Sigma Investments	372.0K	$39M	0.1%	Trim−210.5K
12	Izzy Englander Millennium Mgmt	261.2K	$27M	0.0%	Added+342.5K
13	D.E. Shaw & Co.	233.3K	$24M	0.0%	Trim−5.6K
14	AQR Capital Management	178.3K	$19M	0.0%	Trim−45.6K
15	Steve Cohen Point72	168.8K	$18M	0.0%	Added+330.4K
16	Izzy Englander Millennium Mgmt	149.5K	$16M	0.0%	Added+342.5K
17	Steve Cohen Point72	105.9K	$11M	0.0%	Added+330.4K
18	Paul Tudor Jones Tudor Investment	84.8K	$9M	0.0%	New+131.5K
19	D.E. Shaw & Co.	48.0K	$5M	0.0%	Trim−5.6K
20	Paul Tudor Jones Tudor Investment	46.7K	$5M	0.0%	New+131.5K
21	Lee Ainslie Maverick Capital	33.4K	$4M	0.0%	Added+10.5K
22	Ken Fisher Fisher Asset Mgmt	31.3K	$3M	0.0%	Added+954
23	Renaissance Technologies	21.9K	$2M	0.0%	Trim−242.9K
24	Ray Dalio Bridgewater Associates	14.7K	$2M	0.0%	Added+810
25	Mario Gabelli GAMCO	12.3K	$1M	0.0%	Trim−60

Recent moves

20 transactions

TRIMTwo Sigma Investments
−210,491 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+131,500 · 2025Q4
ADDSteve Cohen (Point72)
+330,384 · 2025Q4
TRIMBoykin Curry (Eagle Capital)
−239,203 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−411,558 · 2025Q4
TRIMAQR Capital Management
−45,563 · 2025Q4
TRIMD.E. Shaw & Co.
−5,583 · 2025Q4
ADDT. Rowe Price
+1,171,078 · 2025Q4
TRIMWellington Management
−245,845 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+342,512 · 2025Q4
ADDLee Ainslie (Maverick Capital)
+10,539 · 2025Q4
ADDRay Dalio (Bridgewater Associates)
+810 · 2025Q4
TRIMRenaissance Technologies
−242,900 · 2025Q4
NEWNorges Bank (Norway SWF)
+2,949,886 · 2025Q4
ADDKen Fisher (Fisher Asset Mgmt)
+954 · 2025Q4
TRIMMario Gabelli (GAMCO)
−60 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+242,935 · 2025Q3
NEWSteve Cohen (Point72)
+312,703 · 2025Q3
NEWTwo Sigma Investments
+582,506 · 2025Q3
TRIMD.E. Shaw & Co.
−235,888 · 2025Q3

Embed this chart

Paste this iframe anywhere to embed the live EL chart.

<iframe src="https://openstocks.me/embed/stocks/EL" width="100%" height="480" frameborder="0" loading="lazy" title="EL chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>

Preview: https://openstocks.me/embed/stocks/EL

Explore related topics