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 |
|---|---|---|---|---|---|
| Intersect Capital LLC | 778 | $233.0K | 0.04% | +124+19.0% | Added |
| Proficio Capital Partners LLC | 780 | $234.0K | 0.03% | +47+6.4% | Added |
| Trust Co of Toledo NA | 784 | $235.0K | 0.04% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 785 | $235.0K | 0.01% | +785 | New |
| Citizens Financial Group Inc | 788 | $236.0K | 0.01% | −1,948−71.2% | Reduced |
| Merit Financial Group, LLC | 785 | $236.0K | 0.02% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 789 | $237.0K | 0.12% | −29−3.5% | Reduced |
| Curated Wealth Partners LLC | 794 | $238.0K | 0.13% | 00.0% | Unchanged |
| Grove Bank & Trust | 801 | $240.0K | 0.05% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 800 | $240.0K | 0.03% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 801 | $240.0K | 0.00% | +44+5.8% | Added |
| HM Payson & Co | 803 | $241.0K | 0.01% | +36+4.7% | Added |
| EPG Wealth Management LLC | 809 | $243.0K | 0.10% | +59+7.9% | Added |
| Asset Dedication, LLC | 811 | $244.0K | 0.03% | −16−1.9% | Reduced |
| Inscription Capital, LLC | 812 | $244.0K | 0.08% | +812 | New |
| Sonora Investment Management, LLC | 818 | $245.0K | 0.03% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 820 | $246.0K | 0.03% | −1,010−55.2% | Reduced |
| Beaumont Financial Partners, LLC | 820 | $246.0K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 823 | $247.0K | 0.02% | −306−27.1% | Reduced |
| Murphy Capital Management Inc | 830 | $248.0K | 0.03% | −137−14.2% | Reduced |
| Perennial Investment Advisors, LLC | 828 | $248.0K | 0.09% | −45−5.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 831 | $249.0K | 0.03% | +2+0.2% | Added |
| CX Institutional | 833 | $250.0K | 0.02% | +53+6.8% | Added |
| Point72 Hong Kong Ltd | 835 | $250.0K | 0.02% | +835 | New |
| Gries Financial LLC | 837 | $251.0K | 0.08% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 838 | $251.0K | 0.02% | +74+9.7% | Added |
| Cabot Wealth Management Inc | 844 | $253.0K | 0.03% | 00.0% | Unchanged |
| Solstein Capital, LLC | 842 | $253.0K | 0.15% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 851 | $255.0K | 0.02% | −69−7.5% | Reduced |
| Caxton Associates LP | 852 | $256.0K | 0.04% | +852 | New |
| Comerica Securities,inc. | 860 | $258.0K | 0.02% | −299−25.8% | Reduced |
| GHP Investment Advisors, Inc. | 871 | $261.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 875 | $262.0K | 0.23% | +49+5.9% | Added |
| Country Club Trust Company, n.a. | 856 | $262.0K | 0.02% | +200+30.5% | Added |
| Wealth Management Associates, Inc. | 882 | $264.5K | 0.15% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 884 | $265.0K | 0.01% | −20−2.2% | Reduced |
| Americana Partners, LLC | 884 | $265.0K | 0.06% | +884 | New |
| Evercore Wealth Management, LLC | 888 | $266.0K | 0.00% | −136−13.3% | Reduced |
| Bryn Mawr Trust Co | 893 | $268.0K | 0.01% | +261+41.3% | Added |
| First Pacific Advisors, LP | 897 | $269.0K | 0.00% | 00.0% | Unchanged |
| Goodwin Daniel L | 900 | $270.0K | 0.13% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 905 | $271.0K | 0.13% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 902 | $271.0K | 0.06% | +67+8.0% | Added |
| Carlson Capital Management | 915 | $274.0K | 0.03% | +6+0.7% | Added |
| Howland Capital Management LLC | 918 | $275.0K | 0.01% | −87−8.7% | Reduced |
| Savant Capital, LLC | 929 | $279.0K | 0.01% | +22+2.4% | Added |
| Wall Street Access Asset Management, LLC | 937 | $281.0K | 0.12% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 955 | $286.0K | 0.04% | +77+8.8% | Added |
| Bowen Hanes & Co Inc | 965 | $289.0K | 0.01% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 964 | $289.0K | 0.02% | +964 | New |
| Homrich & Berg | 977 | $293.0K | 0.01% | +7+0.7% | Added |
| Harrington Investments, INC | 984 | $295.0K | 0.17% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 990 | $297.0K | 0.03% | +59+6.3% | Added |
| Marino, Stram & Associates LLC | 992 | $298.0K | 0.10% | +992 | New |
| Farmers National Bank | 1,127 | $300.0K | 0.12% | +1,127 | New |
| S&CO Inc | 1,005 | $301.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,005 | $301.0K | 0.07% | +5+0.5% | Added |
| Budros, Ruhlin & Roe, Inc. | 1,010 | $303.0K | 0.03% | 00.0% | Unchanged |
| Girard Partners Ltd. | 1,015 | $304.0K | 0.04% | −41−3.9% | Reduced |
| 1776 Wealth LLC | 1,016 | $305.0K | 0.17% | −150−12.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,017 | $305.0K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,029 | $308.0K | 0.09% | +21+2.1% | Added |
| Fisher Asset Management, LLC | 1,051 | $315.0K | 0.00% | −46−4.2% | Reduced |
| Enterprise Bank & Trust Co | 1,050 | $315.0K | 0.12% | +1,050 | New |
| Ferguson Wellman Capital Management, Inc | 1,055 | $316.0K | 0.01% | −39−3.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,066 | $320.0K | 0.02% | +266+33.3% | Added |
| Stonnington Group, LLC | 1,030 | $321.0K | 0.07% | −50−4.6% | Reduced |
| Peak Asset Management, LLC | 1,075 | $322.0K | 0.08% | −581−35.1% | Reduced |
| Diversified Trust Co | 1,073 | $322.0K | 0.01% | −345−24.3% | Reduced |
| Hilltop Holdings Inc. | 1,073 | $322.0K | 0.04% | −20−1.8% | Reduced |
| Kingsview Wealth Management, LLC | 1,081 | $324.0K | 0.02% | −118−9.8% | Reduced |
| Maven Securities LTD | 1,080 | $324.0K | 0.04% | +1,080 | New |
| Telemus Capital, LLC | 1,082 | $325.0K | 0.03% | −25−2.3% | Reduced |
| Montag A & Associates Inc | 1,085 | $325.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,087 | $326.0K | 0.08% | −65−5.6% | Reduced |
| South Dakota Investment Council | 1,090 | $327.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 1,092 | $328.0K | 0.09% | 00.0% | Unchanged |
| DC Investments Management, LLC | 1,096 | $329.0K | 0.61% | +1,096 | New |
| Keywise Capital Management (HK) Ltd | 1,100 | $330.0K | 0.14% | −111,200−99.0% | Reduced |
| Ritholtz Wealth Management | 1,099 | $330.0K | 0.02% | +172+18.6% | Added |
| Allred Capital Management, LLC | 1,103 | $331.0K | 0.17% | −50−4.3% | Reduced |
| Green Square Capital Advisors LLC | 1,108 | $332.0K | 0.08% | +400+56.5% | Added |
| Ballentine Partners, LLC | 1,112 | $333.0K | 0.01% | +11+1.0% | Added |
| Integrated Wealth Concepts LLC | 1,111 | $333.0K | 0.01% | +84+8.2% | Added |
| EP Wealth Advisors, LLC | 1,112 | $334.0K | 0.01% | −36−3.1% | Reduced |
| Lido Advisors, LLC | 1,133 | $339.0K | 0.01% | −63−5.3% | Reduced |
| Coastline Trust Co | 1,135 | $340.0K | 0.04% | +1,135 | New |
| Svenska Handelsbanken AB (publ) | 1,140 | $342.0K | 1.84% | +1,140 | New |
| Pearl River Capital, LLC | 1,148 | $344.0K | 0.09% | +1,148 | New |
| Aigen Investment Management, LP | 1,150 | $345.0K | 0.07% | +1,150 | New |
| Phoenix Wealth Advisors | 1,152 | $346.0K | 0.26% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,154 | $346.0K | 0.20% | +1+0.1% | Added |
| StrongBox Wealth, LLC | 1,161 | $348.0K | 0.20% | +1,161 | New |
| Anchor Investment Management, LLC | 1,168 | $350.3K | 0.05% | +207+21.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,170 | $351.0K | 0.06% | −6,343−84.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,176 | $352.0K | 0.04% | −44−3.6% | Reduced |
| Waldron Private Wealth LLC | 1,182 | $354.0K | 0.02% | +342+40.7% | Added |
| Fort Point Capital Partners LLC | 1,186 | $356.0K | 0.06% | +1,186 | New |
| Brown Advisory Securities, LLC | 1,207 | $358.0K | 0.11% | +1,207 | New |
| XR Securities LLC | 1,200 | $360.0K | 0.33% | −56−4.5% | Reduced |