Estee Lauder Companies Inc
EL- Exchange
- NYSE
- Industry
- Perfumes, Cosmetics & Other Toilet Preparations
- SEC CIK
- 0001001250
In the last 90 days, Estee Lauder Companies Inc insiders filed 0 open-market purchases and 4 sales; 834 institutions reported holding it in 13F filings for Q2 2026, worth $18.1B in total; superinvestors Lindsell Train and Maverick Capital hold it.
13F holders, Q3 2021
Institutional positions in Estee Lauder Companies Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,174
- +36 vs. Q2 2021
- Shares held
- 203.0M
- −1.95M (−1.0%) vs. Q2 2021
- Total value
- $60.9B
- −$4.23B (−6.5%) vs. Q2 2021
- New holders
- 107
- 442 more added
- Sold out
- 71
- 423 more reduced
14 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 834 | $18.1B |
| Q1 2026 | 836 | $16.4B |
| Q4 2025 | 889 | $24.0B |
| Q3 2025 | 822 | $19.1B |
| Q2 2025 | 811 | $17.8B |
| Q1 2025 | 793 | $14.2B |
| Q4 2024 | 843 | $15.9B |
| Q3 2024 | 921 | $20.0B |
| Q2 2024 | 994 | $21.9B |
| Q1 2024 | 1,059 | $32.0B |
| Q4 2023 | 1,039 | $30.1B |
| Q3 2023 | 1,037 | $29.2B |
| Q2 2023 | 1,132 | $39.6B |
| Q1 2023 | 1,235 | $50.0B |
| Q4 2022 | 1,184 | $50.6B |
| Q3 2022 | 1,126 | $43.7B |
| Q2 2022 | 1,157 | $52.0B |
| Q1 2022 | 1,207 | $55.1B |
| Q4 2021 | 1,261 | $76.0B |
| Q3 2021 | 1,174 | $60.9B |
| Q2 2021 | 1,152 | $65.4B |
| Q1 2021 | 1,135 | $59.4B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Estee Lauder Companies Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FourThought Financial, LLC | 170 | $50.0K | 0.01% | −13−7.1% | Reduced |
| Evolution Wealth Advisors, LLC | 166 | $50.0K | 0.01% | +88+112.8% | Added |
| Pinebridge Investments, L.P. | 171 | $51.0K | 0.00% | −3−1.7% | Reduced |
| Private Capital Group, LLC | 170 | $51.0K | 0.01% | +75+78.9% | Added |
| Avion Wealth | 172 | $52.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 178 | $53.0K | 0.03% | +43+31.9% | Added |
| Gemmer Asset Management LLC | 181 | $54.0K | 0.01% | 00.0% | Unchanged |
| Newfound Research LLC | 180 | $54.0K | 0.09% | +34+23.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 187 | $56.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 191 | $57.0K | 0.01% | +7+3.8% | Added |
| Tarbox Family Office, Inc. | 192 | $58.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $60.0K | 0.05% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $60.0K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 201 | $60.0K | 0.01% | +76+60.8% | Added |
| Country Trust Bank | 203 | $61.0K | 0.00% | +13+6.8% | Added |
| Pinnacle Bancorp, Inc. | 202 | $61.0K | 0.02% | +15+8.0% | Added |
| Glen Eagle Advisors, LLC | 210 | $63.0K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 212 | $63.0K | 0.02% | +5+2.4% | Added |
| Harvest Group Wealth Management, LLC | 212 | $64.0K | 0.04% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 220 | $66.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 236 | $71.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 235 | $71.0K | 0.00% | +90+62.1% | Added |
| CoreFirst Bank & Trust | 241 | $72.0K | 0.05% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 241 | $72.0K | 0.02% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 248 | $74.0K | 0.01% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 249 | $75.0K | 0.00% | −926−78.8% | Reduced |
| Geneos Wealth Management Inc. | 244 | $75.0K | 0.00% | +9+3.8% | Added |
| Twin Lakes Capital Management, LLC | 254 | $76.0K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 277 | $83.0K | 0.01% | +5+1.8% | Added |
| Kowal Investment Group, LLC | 294 | $88.0K | 0.03% | +294 | New |
| TCTC Holdings, LLC | 300 | $90.0K | 0.00% | +300 | New |
| Kings Point Capital Management | 307 | $92.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 310 | $93.0K | 0.09% | +230+287.5% | Added |
| Walleye Trading LLC | 314 | $94.0K | 0.00% | −5,273−94.4% | Reduced |
| Pinnacle Holdings, LLC | 319 | $95.7K | 0.04% | +319 | New |
| Trust Co | 320 | $96.0K | 0.02% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 321 | $96.0K | 0.04% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 319 | $96.0K | 0.01% | +101+46.3% | Added |
| AdvisorNet Financial, Inc | 320 | $96.0K | 0.01% | +172+116.2% | Added |
| Manchester Capital Management LLC | 356 | $107.0K | 0.01% | +335+1,595.2% | Added |
| Delta Asset Management LLC | 400 | $120.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 399 | $120.0K | 0.04% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 400 | $120.0K | 0.01% | +400 | New |
| Proequities, Inc. | 402 | $121.0K | 0.01% | −817−67.0% | Reduced |
| Focused Wealth Management, Inc | 425 | $127.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 434 | $130.0K | 0.02% | +13+3.1% | Added |
| Carroll Financial Associates, Inc. | 442 | $132.0K | 0.01% | −40−8.3% | Reduced |
| IFP Advisors, Inc | 456 | $134.0K | 0.00% | +12+2.7% | Added |
| FinTrust Capital Advisors, LLC | 449 | $135.0K | 0.04% | +112+33.2% | Added |
| State of Wyoming | 453 | $136.0K | 0.09% | +211+87.2% | Added |
| Dark Forest Capital Management LP | 464 | $139.0K | 0.05% | +464 | New |
| Sierra Capital LLC | 471 | $141.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 474 | $142.0K | 0.01% | +25+5.6% | Added |
| MBM Wealth Consultants, LLC | 511 | $153.0K | 0.07% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 519 | $155.0K | 0.01% | −10−1.9% | Reduced |
| Koshinski Asset Management, Inc. | 531 | $159.3K | 0.01% | +531 | New |
| Ibex Wealth Advisors | 574 | $172.0K | 0.03% | +574 | New |
| GPS Wealth Strategies Group, LLC | 641 | $192.0K | 0.05% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 669 | $200.0K | 0.08% | +23+3.6% | Added |
| Kovack Advisors, Inc. | 667 | $200.0K | 0.02% | +667 | New |
| Convergence Investment Partners, LLC | 669 | $201.0K | 0.11% | −34−4.8% | Reduced |
| First Hawaiian Bank | 674 | $202.0K | 0.01% | −21−3.0% | Reduced |
| Sigma Planning Corp | 673 | $202.0K | 0.01% | +673 | New |
| Iron Financial, LLC | 681 | $204.0K | 0.10% | −393−36.6% | Reduced |
| Tiedemann Advisors, LLC | 687 | $204.0K | 0.01% | −168−19.6% | Reduced |
| Smithfield Trust Co | 687 | $206.0K | 0.01% | 00.0% | Unchanged |
| First Mercantile Trust Co | 690 | $207.0K | 0.03% | −20−2.8% | Reduced |
| Rench Wealth Management, Inc. | 694 | $208.0K | 0.10% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 698 | $209.0K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 700 | $210.0K | 0.05% | −144−17.1% | Reduced |
| McLean Asset Management Corp | 635 | $210.0K | 0.08% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 705 | $211.0K | 0.10% | 00.0% | Unchanged |
| Old Dominion Capital Management Inc | 708 | $212.0K | 0.05% | 00.0% | Unchanged |
| Foundry Partners, LLC | 707 | $212.0K | 0.01% | +49+7.4% | Added |
| Tobam | 710 | $213.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 711 | $213.0K | 0.04% | +18+2.6% | Added |
| Fosun International Ltd | 700 | $214.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 714 | $214.0K | 0.02% | +714 | New |
| Wealthsource Partners, LLC | 721 | $216.0K | 0.02% | +52+7.8% | Added |
| Plante Moran Financial Advisors, LLC | 719 | $216.0K | 0.05% | +107+17.5% | Added |
| Charter Trust Co | 725 | $217.0K | 0.02% | −73−9.1% | Reduced |
| Tradition Wealth Management, LLC | 724 | $217.0K | 0.03% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 727 | $217.0K | 0.03% | +92+14.5% | Added |
| Prelude Capital Management, LLC | 726 | $218.0K | 0.01% | −890−55.1% | Reduced |
| InterOcean Capital Group, LLC | 728 | $218.0K | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 734 | $220.0K | 0.01% | −105−12.5% | Reduced |
| Altfest L J & Co Inc | 735 | $220.0K | 0.05% | 00.0% | Unchanged |
| Canandaigua National Corp | 736 | $221.0K | 0.04% | −55−7.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 738 | $221.0K | 0.13% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 739 | $222.0K | 0.02% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 745 | $223.0K | 0.05% | 00.0% | Unchanged |
| Balentine LLC | 750 | $225.0K | 0.01% | −104−12.2% | Reduced |
| Pallas Capital Advisors LLC | 667 | $227.0K | 0.02% | −1,166−63.6% | Reduced |
| Eagle Global Advisors LLC | 760 | $228.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 760 | $228.0K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,051 | $229.0K | 0.01% | −206−16.4% | Reduced |
| Range Financial Group LLC | 764 | $229.0K | 0.16% | +95+14.2% | Added |
| West Family Investments, Inc. | 766 | $230.0K | 0.06% | +27+3.7% | Added |
| TCI Wealth Advisors, Inc. | 768 | $230.0K | 0.04% | +37+5.1% | Added |
| TD Private Client Wealth LLC | 774 | $232.2K | 0.01% | −107−12.1% | Reduced |