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 |
|---|---|---|---|---|---|
| Bell Rock Capital LLC | 890 | $331.0K | 0.24% | +890 | New |
| First Pacific Advisors, LP | 897 | $332.0K | 0.00% | 00.0% | Unchanged |
| Goodwin Daniel L | 900 | $333.0K | 0.15% | 00.0% | Unchanged |
| Old North State Trust, LLC | 906 | $335.0K | 0.24% | +31+3.5% | Added |
| Carlson Capital Management | 909 | $337.0K | 0.03% | −6−0.7% | Reduced |
| Community Financial Services Group, LLC | 917 | $340.0K | 0.09% | −635−40.9% | Reduced |
| CX Institutional | 918 | $340.0K | 0.03% | +85+10.2% | Added |
| Magellan Asset Management Ltd | 922 | $341.0K | 0.00% | +121+15.1% | Added |
| 9258 Wealth Management, LLC | 929 | $344.0K | 0.08% | +929 | New |
| Chicago Partners Investment Group LLC | 1,134 | $345.0K | 0.02% | +8+0.7% | Added |
| Wall Street Access Asset Management, LLC | 937 | $347.0K | 0.18% | 00.0% | Unchanged |
| Howland Capital Management LLC | 940 | $348.0K | 0.02% | +22+2.4% | Added |
| Hallmark Capital Management Inc | 945 | $350.0K | 0.03% | +107+12.8% | Added |
| 180 Wealth Advisors, LLC | 1,197 | $356.0K | 0.08% | +52+4.5% | Added |
| Bowen Hanes & Co Inc | 965 | $357.0K | 0.01% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 963 | $357.0K | 0.12% | +963 | New |
| Integrated Investment Consultants, LLC | 974 | $361.0K | 0.10% | −367−27.4% | Reduced |
| Harrington Investments, INC | 984 | $364.0K | 0.20% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 992 | $367.0K | 0.11% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 1,000 | $370.0K | 0.41% | +1,000 | New |
| Essex Financial Services, Inc. | 1,006 | $372.0K | 0.04% | +16+1.6% | Added |
| Center for Financial Planning, Inc. | 1,007 | $373.0K | 0.08% | +2+0.2% | Added |
| Bryn Mawr Trust Co | 1,008 | $373.0K | 0.01% | +115+12.9% | Added |
| Alphasimplex Group, LLC | 1,011 | $374.0K | 0.64% | −970−49.0% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 1,010 | $374.0K | 0.04% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,009 | $374.0K | 0.01% | +1,009 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,017 | $376.0K | 0.07% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,018 | $377.0K | 0.20% | +2+0.2% | Added |
| Hilltop Holdings Inc. | 1,022 | $378.0K | 0.04% | −51−4.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,045 | $387.0K | 0.01% | −10−0.9% | Reduced |
| Eqis Capital Management, Inc. | 1,051 | $389.0K | 0.03% | +200+23.5% | Added |
| Stonegate Investment Group, LLC | 1,062 | $393.0K | 0.02% | +1,062 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1,062 | $393.0K | 0.08% | +1,062 | New |
| Brown Advisory Securities, LLC | 1,066 | $394.0K | 0.17% | −141−11.7% | Reduced |
| Integrated Wealth Concepts LLC | 1,071 | $396.0K | 0.01% | −40−3.6% | Reduced |
| Peak Asset Management, LLC | 1,075 | $398.0K | 0.09% | 00.0% | Unchanged |
| First Manhattan Co | 1,080 | $399.0K | 0.00% | −400−27.0% | Reduced |
| Kingsview Wealth Management, LLC | 1,081 | $400.0K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,085 | $402.0K | 0.25% | −122−10.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,092 | $404.0K | 0.10% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,090 | $404.0K | 0.01% | 00.0% | Unchanged |
| Telemus Capital, LLC | 1,093 | $405.0K | 0.03% | +11+1.0% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 1,107 | $410.0K | 0.45% | −1,071−49.2% | Reduced |
| Green Square Capital Advisors LLC | 1,108 | $410.0K | 0.08% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,112 | $412.0K | 0.04% | +1,112 | New |
| EP Wealth Advisors, LLC | 1,115 | $413.0K | 0.01% | +3+0.3% | Added |
| Coastline Trust Co | 1,135 | $420.0K | 0.05% | 00.0% | Unchanged |
| Svenska Handelsbanken AB (publ) | 1,140 | $422.0K | 3.60% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,148 | $425.0K | 0.00% | −144−11.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,152 | $425.0K | 0.04% | +413+55.9% | Added |
| Farmers National Bank | 1,150 | $425.7K | 0.14% | +23+2.0% | Added |
| Phoenix Wealth Advisors | 1,152 | $426.0K | 0.32% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,154 | $427.0K | 0.05% | −22−1.9% | Reduced |
| Avenue 1 Advisors, LLC | 1,154 | $427.0K | 0.22% | 00.0% | Unchanged |
| Everett Harris & Co | 1,159 | $429.0K | 0.01% | −300−20.6% | Reduced |
| Savant Capital, LLC | 1,157 | $429.0K | 0.01% | +228+24.5% | Added |
| Amplius Wealth Advisors, LLC | 1,164 | $430.0K | 0.06% | +1,164 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,170 | $431.0K | 0.03% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,165 | $431.0K | 0.21% | +62+5.6% | Added |
| Glassman Wealth Services | 1,164 | $431.0K | 0.08% | +453+63.7% | Added |
| Bessemer Securities LLC | 1,165 | $431.0K | 0.12% | +1,165 | New |
| Roundview Capital LLC | 1,170 | $433.0K | 0.04% | +1,170 | New |
| Brown, Lisle/Cummings, Inc. | 1,175 | $435.0K | 0.22% | +1,175 | New |
| Anchor Investment Management, LLC | 1,177 | $435.7K | 0.05% | +9+0.8% | Added |
| Waldron Private Wealth LLC | 1,183 | $437.0K | 0.02% | +1+0.1% | Added |
| Fort Point Capital Partners LLC | 1,185 | $439.0K | 0.06% | −1−0.1% | Reduced |
| First Midwest Bank Trust Division | 1,193 | $441.0K | 0.06% | −242−16.9% | Reduced |
| Balentine LLC | 1,193 | $441.0K | 0.02% | +443+59.1% | Added |
| One + One Wealth Management, LLC | 1,194 | $442.0K | 0.31% | −86−6.7% | Reduced |
| Silphium Asset Management Ltd | 1,194 | $442.0K | 0.42% | −1,000−45.6% | Reduced |
| Disciplined Investments, LLC | 1,200 | $444.0K | 0.20% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,202 | $445.0K | 0.26% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 1,210 | $448.0K | 0.22% | +49+4.2% | Added |
| Girard Partners Ltd. | 1,222 | $452.0K | 0.05% | +207+20.4% | Added |
| Amica Retiree Medical Trust | 1,230 | $455.0K | 0.39% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 1,238 | $458.0K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,240 | $459.0K | 0.01% | +128+11.5% | Added |
| Marietta Investment Partners LLC | 1,250 | $463.0K | 0.10% | −265−17.5% | Reduced |
| S&CO Inc | 1,255 | $464.0K | 0.03% | +250+24.9% | Added |
| NorthCrest Asset Manangement, LLC | 1,265 | $468.0K | 0.03% | +1,265 | New |
| City Holding Co | 1,591 | $471.0K | 0.08% | +1,591 | New |
| We Are One Seven, LLC | 1,277 | $473.0K | 0.05% | +50+4.1% | Added |
| Davy Global Fund Management Ltd | 1,286 | $476.0K | 0.07% | −125−8.9% | Reduced |
| Colony Group LLC | 1,291 | $478.0K | 0.01% | +57+4.6% | Added |
| Clarus Wealth Advisors | 1,387 | $479.0K | 0.28% | −34−2.4% | Reduced |
| Carolinas Wealth Consulting LLC | 1,293 | $479.0K | 0.10% | +206+19.0% | Added |
| Journey Advisory Group, LLC | 1,300 | $481.0K | 0.13% | +1,300 | New |
| Corbett Road Capital Management, LLC | 1,302 | $482.0K | 0.83% | +34+2.7% | Added |
| Forum Financial Management, LP | 1,312 | $486.0K | 0.03% | +1,312 | New |
| Essex Savings Bank | 1,315 | $487.0K | 0.17% | −1−0.1% | Reduced |
| Bridges Investment Management Inc | 1,322 | $489.0K | 0.01% | +123+10.3% | Added |
| Sonen Capital LLC | 1,326 | $491.0K | 0.48% | +1,326 | New |
| Great Lakes Advisors, LLC | 1,345 | $498.0K | 0.01% | −7−0.5% | Reduced |
| B. Riley Wealth Management, Inc. | 1,344 | $498.0K | 0.03% | +380+39.4% | Added |
| Bellevue Group AG | 1,348 | $499.0K | 0.01% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,347 | $499.0K | 0.40% | +1,347 | New |
| Griffin Asset Management, Inc. | 1,357 | $502.0K | 0.06% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,357 | $502.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,362 | $504.0K | 0.10% | +83+6.5% | Added |
| Central Bank & Trust Co | 1,376 | $509.0K | 0.08% | 00.0% | Unchanged |