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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| Stonnington Group, LLC | 1,030 | $321.0K | 0.07% | −50−4.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,066 | $320.0K | 0.02% | +266+33.3% | Added |
| Ferguson Wellman Capital Management, Inc | 1,055 | $316.0K | 0.01% | −39−3.6% | Reduced |
| 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 |
| Parkside Financial Bank & Trust | 1,029 | $308.0K | 0.09% | +21+2.1% | Added |
| 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 |
| Girard Partners Ltd. | 1,015 | $304.0K | 0.04% | −41−3.9% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 1,010 | $303.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Farmers National Bank | 1,127 | $300.0K | 0.12% | +1,127 | New |
| Marino, Stram & Associates LLC | 992 | $298.0K | 0.10% | +992 | New |
| Essex Financial Services, Inc. | 990 | $297.0K | 0.03% | +59+6.3% | Added |
| Harrington Investments, INC | 984 | $295.0K | 0.17% | 00.0% | Unchanged |
| Homrich & Berg | 977 | $293.0K | 0.01% | +7+0.7% | 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 |
| Sawtooth Solutions, LLC | 955 | $286.0K | 0.04% | +77+8.8% | Added |
| Wall Street Access Asset Management, LLC | 937 | $281.0K | 0.12% | 00.0% | Unchanged |
| Savant Capital, LLC | 929 | $279.0K | 0.01% | +22+2.4% | Added |
| Howland Capital Management LLC | 918 | $275.0K | 0.01% | −87−8.7% | Reduced |
| Carlson Capital Management | 915 | $274.0K | 0.03% | +6+0.7% | Added |
| 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 |
| Goodwin Daniel L | 900 | $270.0K | 0.13% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 897 | $269.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 893 | $268.0K | 0.01% | +261+41.3% | Added |
| Evercore Wealth Management, LLC | 888 | $266.0K | 0.00% | −136−13.3% | Reduced |
| Pathstone Family Office, LLC | 884 | $265.0K | 0.01% | −20−2.2% | Reduced |
| Americana Partners, LLC | 884 | $265.0K | 0.06% | +884 | New |
| Wealth Management Associates, Inc. | 882 | $264.5K | 0.15% | 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 |
| GHP Investment Advisors, Inc. | 871 | $261.0K | 0.02% | 00.0% | Unchanged |
| Comerica Securities,inc. | 860 | $258.0K | 0.02% | −299−25.8% | Reduced |
| Caxton Associates LP | 852 | $256.0K | 0.04% | +852 | New |
| Eqis Capital Management, Inc. | 851 | $255.0K | 0.02% | −69−7.5% | Reduced |
| Cabot Wealth Management Inc | 844 | $253.0K | 0.03% | 00.0% | Unchanged |
| Solstein Capital, LLC | 842 | $253.0K | 0.15% | 00.0% | Unchanged |
| Gries Financial LLC | 837 | $251.0K | 0.08% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 838 | $251.0K | 0.02% | +74+9.7% | Added |
| CX Institutional | 833 | $250.0K | 0.02% | +53+6.8% | Added |
| Point72 Hong Kong Ltd | 835 | $250.0K | 0.02% | +835 | New |
| Gerber Kawasaki Wealth & Investment Management | 831 | $249.0K | 0.03% | +2+0.2% | Added |
| 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 |
| Perigon Wealth Management, LLC | 823 | $247.0K | 0.02% | −306−27.1% | Reduced |
| 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 |
| Sonora Investment Management, LLC | 818 | $245.0K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 811 | $244.0K | 0.03% | −16−1.9% | Reduced |
| Inscription Capital, LLC | 812 | $244.0K | 0.08% | +812 | New |
| EPG Wealth Management LLC | 809 | $243.0K | 0.10% | +59+7.9% | Added |
| HM Payson & Co | 803 | $241.0K | 0.01% | +36+4.7% | Added |
| 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 |
| Curated Wealth Partners LLC | 794 | $238.0K | 0.13% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 789 | $237.0K | 0.12% | −29−3.5% | Reduced |
| 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 |
| 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 |
| Proficio Capital Partners LLC | 780 | $234.0K | 0.03% | +47+6.4% | Added |
| Intersect Capital LLC | 778 | $233.0K | 0.04% | +124+19.0% | Added |
| TD Private Client Wealth LLC | 774 | $232.2K | 0.01% | −107−12.1% | Reduced |
| 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 |
| 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 |
| Eagle Global Advisors LLC | 760 | $228.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 760 | $228.0K | 0.02% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 667 | $227.0K | 0.02% | −1,166−63.6% | Reduced |
| Balentine LLC | 750 | $225.0K | 0.01% | −104−12.2% | Reduced |
| Buckhead Capital Management LLC | 745 | $223.0K | 0.05% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 739 | $222.0K | 0.02% | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Fosun International Ltd | 700 | $214.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 714 | $214.0K | 0.02% | +714 | New |
| Tobam | 710 | $213.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 711 | $213.0K | 0.04% | +18+2.6% | Added |