The Estée Lauder Companies Inc.
CH ˙ SWX ˙ US5184391044
SecurityCH:EL / The Estée Lauder Companies Inc.
InstitutionRenaissance Technologies Llc
ManagerJames Simons
Latest Disclosed Ownership31,100 shares
Latest Disclosed Value $ 2,232,047
Renaissance Technologies Llc reports 42.01% increase in ownership of EL / The Estée Lauder Companies Inc.

On May 14, 2026 - Renaissance Technologies Llc filed a 13F-HR form disclosing ownership of 31,100 shares of The Estée Lauder Companies Inc. (CH:EL) valued at $2,232,047 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 21,900 shares of The Estée Lauder Companies Inc.. This represents a change in shares of 42.01% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F LAUDER ESTEE COS CL A 518439104 31,100 9,200 42.01 2,232 -2.66 0.0035
2026-02-12 2025-12-31 13F LAUDER ESTEE COS CL A 518439104 21,900 -242,900 -91.73 2,293 -90.17 0.0036
2025-11-13 2025-09-30 13F LAUDER ESTEE COS CL A 518439104 264,800 228,000 619.57 23,334 684.86 0.0308
2025-08-13 2025-06-30 13F LAUDER ESTEE COS CL A 518439104 36,800 36,800 2,973 0.0040
2025-02-13 2024-12-31 13F LAUDER ESTEE COS CL A 518439104 0 -671,152 -100.00 0 -100.00
2024-11-13 2024-09-30 13F LAUDER ESTEE COS CL A 518439104 671,152 355,652 112.73 66,907 99.31 0.1006
2024-08-09 2024-06-30 13F LAUDER ESTEE COS CL A 518439104 315,500 315,500 33,569 0.0569
2023-02-13 2022-12-31 13F LAUDER ESTEE COS CL A 518439104 0 -202,300 -100.00 0 -100.00
2022-11-14 2022-09-30 13F LAUDER ESTEE COS CL A 518439104 202,300 202,300 43,677 0.0618
2022-02-11 2021-12-31 13F LAUDER ESTEE COS CL A 518439104 0 -52,000 -100.00 0 -100.00
2021-11-12 2021-09-30 13F LAUDER ESTEE COS CL A 518439104 52,000 -77,600 -59.88 15,596 -62.17 0.0201
2021-08-13 2021-06-30 13F LAUDER ESTEE COS CL A 518439104 129,600 120,000 1,250.00 41,223 1,376.47 0.0515
2021-05-13 2021-03-31 13F LAUDER ESTEE COS CL A 518439104 9,600 -185,126 -95.07 2,792 -94.61 0.0035
2021-02-10 2020-12-31 13F LAUDER ESTEE COS CL A 518439104 194,726 -588,604 -75.14 51,834 -69.68 0.0563
2020-11-13 2020-09-30 13F LAUDER ESTEE COS CL A 518439104 783,330 -123,700 -13.64 170,962 -0.10 0.1707
2020-08-13 2020-06-30 13F LAUDER ESTEE COS CL A 518439104 907,030 352,100 63.45 171,138 93.54 0.1477
2020-05-14 2020-03-31 13F LAUDER ESTEE COS CL A 518439104 554,930 -963,100 -63.44 88,423 -71.80 0.0859
2020-02-13 2019-12-31 13F LAUDER ESTEE COS CL A 518439104 1,518,030 -1,274,100 -45.63 313,534 -43.56 0.2409
2019-11-13 2019-09-30 13F LAUDER ESTEE COS CL A 518439104 2,792,130 576,400 26.01 555,494 36.91 0.4702
2019-08-12 2019-06-30 13F LAUDER ESTEE COS CL A 518439104 2,215,730 124,800 5.97 405,722 17.21 0.3572
2019-05-14 2019-03-31 13F LAUDER ESTEE COS CL A 518439104 2,090,930 -145,097 -6.49 346,153 18.99 0.3147
2019-02-12 2018-12-31 13F LAUDER ESTEE COS CL A 518439104 2,236,027 989,327 79.36 290,907 60.57 0.3185
2018-11-13 2018-09-30 13F LAUDER ESTEE COS CL A 518439104 1,246,700 882,300 242.12 181,170 248.43 0.1863
2018-08-13 2018-06-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 364,400 200,100 121.79 51,996 111.37 0.0567
2018-08-13 2018-06-30 13F LAUDER ESTEE COS CL A 518439104 164,300 24,599
2018-05-14 2018-03-31 13F LAUDER ESTEE COS CL A 518439104 164,300 45,000 37.72 24,599 62.05 0.0269
2018-02-13 2017-12-31 13F LAUDER ESTEE COS CL A 518439104 119,300 -366,900 -75.46 15,180 -71.05 0.0167
2017-11-13 2017-09-30 13F LAUDER ESTEE COS CL A 518439104 486,200 -900 -0.18 52,432 26.95 0.0617
2017-05-12 2017-03-31 13F LAUDER ESTEE COS CL A 518439104 487,100 -1,605,600 -76.72 41,301 -74.20 0.0577
2017-02-13 2016-12-31 13F LAUDER ESTEE COS CL A 518439104 2,092,700 692,100 49.41 160,071 29.05 0.2532
2016-11-14 2016-09-30 13F LAUDER ESTEE COS CL A 518439104 1,400,600 775,400 124.02 124,037 117.97 0.2192
2016-08-12 2016-06-30 13F LAUDER ESTEE COS CL A 518439104 625,200 -484,900 -43.68 56,906 -45.65 0.1083
2016-05-13 2016-03-31 13F LAUDER ESTEE COS CL A 518439104 1,110,100 59,200 5.63 104,694 13.13 0.1990
2016-02-11 2015-12-31 13F LAUDER ESTEE COS CL A 518439104 1,050,900 347,900 49.49 92,542 63.16 0.2017
2015-11-12 2015-09-30 13F LAUDER ESTEE COS CL A 518439104 703,000 601,600 593.29 56,718 545.48 0.1353
2015-08-14 2015-06-30 13F LAUDER ESTEE COS CL A 518439104 101,400 -88,500 -46.60 8,787 -44.36 0.0200
2015-05-13 2015-03-31 13F LAUDER ESTEE COS CL A 518439104 189,900 -363,300 -65.67 15,792 -62.54 0.0336
2015-02-13 2014-12-31 13F LAUDER ESTEE COS CL A 518439104 553,200 -552,700 -49.98 42,154 -48.99 0.1018
2014-11-12 2014-09-30 13F LAUDER ESTEE COS CL A 518439104 1,105,900 974,600 742.27 82,633 747.52 0.2263
2014-08-13 2014-06-30 13F LAUDER ESTEE COS CL A 518439104 131,300 -35,800 -21.42 9,750 -22.53 0.0227
2014-02-14 2013-12-31 13F LAUDER ESTEE COS CL A 518439104 167,100 -632,600 -79.10 12,586 -77.48 0.0301
2013-11-13 2013-09-30 13F LAUDER ESTEE COS CL A 518439104 799,700 694,700 661.62 55,899 709.43 0.1356
2013-08-12 2013-06-30 13F LAUDER ESTEE COS CL A 518439104 105,000 105,000 6,906 0.0181
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.