$EL is held by 18 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.49%, with an average of 0.08% of portfolio. Largest holder: Cacti Asset Management LLC at 0.49%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
LAUDER ESTEE COS INC
13F holders
844
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 844 · Source: 13F-HR01
Morningstar Investment Services LLC
—
—
02
Axa S.a.
—
—
03
State Street
—
—
04
American Beacon Advisors, Inc.
—
—
05
Brightline Capital Management, LLC
—
—
06
Nbc Securities, Inc.
—
—
07
Renaissancere Holdings Ltd.
—
—
08
Deutsche Bank AG
—
—
09
Solus Alternative Asset Management LP
—
—
10
Teton Advisors, Inc.
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—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
18 holders · Q1 202601
Cacti Asset Management LLC
0.49% NEW
α +12.7pts
02
Fruth Investment Management
0.21% held
α +79.5pts
03
Banco Santander, S.A.
0.16% held
α +12.6pts
04
River Road Asset Management, LLC
0.12% held
α +12.9pts
05
Oxford Asset Management LLP
0.09% held
α +10.3pts
06
Fiduciary Alliance LLC
0.07% held
α +16.8pts
07
Voloridge Investment Management, LLC
0.07% held
α +15.5pts
08
Banque Pictet & Cie SA
0.04% held
α +10.3pts
09
Caption Management, LLC
0.03% held
α +15.5pts
10
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.03% held
α +27.5pts
11
Citigroup Inc.
0.03% held
α +26.3pts
12
Nisa Investment Advisors, LLC
0.02% held
α +16.6pts
13
Quarry LP
0.01% held
α +10.6pts
14
Level Financial Advisors
0.01% held
α +30.9pts
15
Wellington Management Group LLP
0.00% held
α +10.5pts
16
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
17
Erste Asset Management GmbH
0.00% held
α +33.4pts
18
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
21 transactions · 11 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
23 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $EL lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $EL — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 12:59 UTC.