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, Q4 2021
Institutional positions in Estee Lauder Companies Inc as of Dec 31, 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
- 1,261
- +104 vs. Q3 2021
- Shares held
- 205.7M
- +2.96M (+1.5%) vs. Q3 2021
- Total value
- $76.0B
- +$15.2B (+25.1%) vs. Q3 2021
- New holders
- 201
- 477 more added
- Sold out
- 97
- 388 more reduced
17 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Estee Lauder Companies Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geller Advisors LLC | 615 | $228.0K | 0.04% | +615 | New |
| Stevens Capital Management LP | 619 | $229.0K | 0.05% | −2,964−82.7% | Reduced |
| McLean Asset Management Corp | 663 | $229.0K | 0.09% | +28+4.4% | Added |
| M&G Investment Management Ltd | 622 | $230.0K | 0.00% | −8,159−92.9% | Reduced |
| Washington Trust Bank | 621 | $230.0K | 0.02% | +621 | New |
| Crestwood Advisors Group LLC | 622 | $230.0K | 0.01% | +622 | New |
| BSW Wealth Partners | 621 | $230.0K | 0.06% | +621 | New |
| Mather Group, LLC. | 621 | $230.0K | 0.00% | +621 | New |
| Wealth Architects, LLC | 620 | $230.0K | 0.04% | +620 | New |
| Beaumont Financial Partners, LLC | 625 | $231.0K | 0.02% | −195−23.8% | Reduced |
| First Hawaiian Bank | 633 | $234.0K | 0.01% | −41−6.1% | Reduced |
| Commons Capital, LLC | 632 | $234.0K | 0.23% | +632 | New |
| Convergence Investment Partners, LLC | 636 | $235.0K | 0.12% | −33−4.9% | Reduced |
| TRUE Private Wealth Advisors | 638 | $236.0K | 0.03% | +638 | New |
| Gerber Kawasaki Wealth & Investment Management | 644 | $238.0K | 0.02% | −187−22.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 642 | $238.0K | 0.01% | +642 | New |
| International Assets Investment Management, LLC | 655 | $243.0K | 0.04% | +655 | New |
| Eagle Global Advisors LLC | 660 | $244.0K | 0.02% | −100−13.2% | Reduced |
| RMB Capital Management, LLC | 660 | $244.0K | 0.01% | +660 | New |
| Keel Point, LLC | 659 | $244.0K | 0.04% | +659 | New |
| Orion Portfolio Solutions, LLC | 663 | $245.0K | 0.01% | +663 | New |
| Charter Trust Co | 667 | $247.0K | 0.02% | −58−8.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 670 | $248.0K | 0.03% | −150−18.3% | Reduced |
| Freestone Capital Holdings, LLC | 671 | $248.0K | 0.01% | +671 | New |
| Iron Financial, LLC | 678 | $251.0K | 0.11% | −3−0.4% | Reduced |
| Peterson Wealth Services | 683 | $253.0K | 0.17% | +683 | New |
| West Family Investments, Inc. | 685 | $254.0K | 0.07% | −81−10.6% | Reduced |
| Smithfield Trust Co | 687 | $254.0K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 687 | $254.0K | 0.02% | +20+3.0% | Added |
| Laidlaw Wealth Management LLC | 685 | $254.0K | 0.04% | +685 | New |
| Tiedemann Advisors, LLC | 687 | $255.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 690 | $256.0K | 0.01% | +690 | New |
| Rench Wealth Management, Inc. | 694 | $257.0K | 0.12% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 694 | $257.0K | 0.11% | +25+3.7% | Added |
| Riverwater Partners LLC | 693 | $257.0K | 0.23% | +693 | New |
| TD Private Client Wealth LLC | 694 | $257.0K | 0.01% | −80−10.3% | Reduced |
| Jag Capital Management, LLC | 700 | $259.0K | 0.02% | −874−55.5% | Reduced |
| Fosun International Ltd | 700 | $259.0K | 0.01% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 705 | $261.0K | 0.11% | 00.0% | Unchanged |
| Tobam | 710 | $263.0K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 711 | $263.0K | 0.09% | +610+604.0% | Added |
| Range Financial Group LLC | 713 | $264.0K | 0.17% | −51−6.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 712 | $264.0K | 0.09% | +712 | New |
| Wealthsource Partners, LLC | 721 | $267.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 725 | $268.0K | 0.01% | −360−33.2% | Reduced |
| Tradition Wealth Management, LLC | 724 | $268.0K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 724 | $268.0K | 0.02% | +24+3.4% | Added |
| Andesa Financial Management Inc. | 727 | $269.0K | 0.13% | +727 | New |
| InterOcean Capital Group, LLC | 728 | $270.0K | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 734 | $271.0K | 0.01% | 00.0% | Unchanged |
| Canandaigua National Corp | 736 | $272.0K | 0.04% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 735 | $272.0K | 0.05% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 735 | $272.0K | 0.18% | +735 | New |
| HM Payson & Co | 737 | $273.0K | 0.01% | −66−8.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 738 | $273.0K | 0.15% | 00.0% | Unchanged |
| Wedmont Private Capital | 816 | $273.0K | 0.08% | +816 | New |
| Buckhead Capital Management LLC | 745 | $276.0K | 0.06% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 749 | $277.0K | 0.09% | +749 | New |
| Cypress Capital Group | 752 | $278.0K | 0.03% | +752 | New |
| Sargent Bickham Lagudis LLC | 760 | $281.0K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 768 | $284.0K | 0.01% | +768 | New |
| Flputnam Investment Management Co | 769 | $285.0K | 0.01% | +769 | New |
| Plante Moran Financial Advisors, LLC | 773 | $286.0K | 0.05% | +54+7.5% | Added |
| Mainstay Capital Management LLC | 771 | $286.0K | 0.09% | +771 | New |
| Mosaic Advisors LLC | 775 | $287.0K | 0.21% | +775 | New |
| Camden Capital, LLC | 780 | $289.0K | 0.06% | −516−39.8% | Reduced |
| Hollow Brook Wealth Management LLC | 780 | $289.0K | 0.15% | +780 | New |
| Trust Co of Toledo NA | 784 | $290.0K | 0.04% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 780 | $290.0K | 0.03% | +780 | New |
| Tranquility Partners, LLC | 789 | $292.0K | 0.14% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 788 | $292.0K | 0.04% | +20+2.6% | Added |
| Curated Wealth Partners LLC | 794 | $294.0K | 0.10% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 797 | $295.0K | 0.04% | +17+2.2% | Added |
| Intersect Capital LLC | 796 | $295.0K | 0.05% | +18+2.3% | Added |
| Country Club Trust Company, n.a. | 806 | $296.0K | 0.02% | −50−5.8% | Reduced |
| Forbes J M & Co LLP | 800 | $296.0K | 0.03% | 00.0% | Unchanged |
| RFG Advisory, LLC | 799 | $296.0K | 0.02% | +85+11.9% | Added |
| Metatron Capital SICAV plc | 800 | $296.1K | 0.28% | +800 | New |
| Grove Bank & Trust | 801 | $297.0K | 0.06% | 00.0% | Unchanged |
| Asset Dedication, LLC | 805 | $298.0K | 0.04% | −6−0.7% | Reduced |
| Sonora Investment Management Group, LLC | 818 | $303.0K | 0.04% | +818 | New |
| AlphaStar Capital Management, LLC | 949 | $306.0K | 0.02% | +949 | New |
| Murphy Capital Management Inc | 830 | $307.0K | 0.03% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 828 | $307.0K | 0.10% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 830 | $307.0K | 0.03% | +45+5.7% | Added |
| Foundry Partners, LLC | 832 | $308.0K | 0.01% | +125+17.7% | Added |
| Forte Capital LLC | 834 | $309.0K | 0.04% | +834 | New |
| Cabot Wealth Management Inc | 844 | $312.0K | 0.04% | 00.0% | Unchanged |
| Solstein Capital, LLC | 842 | $312.0K | 0.19% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 846 | $313.0K | 0.02% | −25−2.9% | Reduced |
| Inscription Capital, LLC | 847 | $314.0K | 0.09% | +35+4.3% | Added |
| Comerica Securities,inc. | 857 | $317.0K | 0.02% | −3−0.3% | Reduced |
| Chilton Capital Management LLC | 863 | $319.0K | 0.02% | +863 | New |
| Pinebridge Investments, L.P. | 867 | $321.0K | 0.00% | +696+407.0% | Added |
| Perigon Wealth Management, LLC | 873 | $323.0K | 0.02% | +50+6.1% | Added |
| EPG Wealth Management LLC | 875 | $324.0K | 0.11% | +66+8.2% | Added |
| Renasant Bank | 878 | $325.0K | 0.22% | −940−51.7% | Reduced |
| Wealth Management Associates, Inc. | 882 | $326.5K | 0.18% | 00.0% | Unchanged |
| American Trust | 887 | $328.0K | 0.03% | +887 | New |
| Evercore Wealth Management, LLC | 888 | $329.0K | 0.01% | 00.0% | Unchanged |