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; 835 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 | 835 | $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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 491 | $182.0K | 0.00% | +35+7.7% | Added |
| Sierra Capital LLC | 481 | $178.0K | 0.03% | +10+2.1% | Added |
| Covington Capital Management | 474 | $175.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 451 | $166.0K | 0.05% | +451 | New |
| Sandy Cove Advisors, LLC | 441 | $163.0K | 0.14% | +441 | New |
| Focused Wealth Management, Inc | 425 | $157.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 414 | $153.0K | 0.01% | +12+3.0% | Added |
| Delta Asset Management LLC | 400 | $148.0K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 400 | $148.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 399 | $148.0K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 378 | $140.0K | 0.20% | +378 | New |
| Capital Advisors, Ltd. LLC | 367 | $136.0K | 0.02% | +255+227.7% | Added |
| Newfound Research LLC | 364 | $135.0K | 0.16% | +184+102.2% | Added |
| Trust Co of Vermont | 365 | $135.0K | 0.01% | +365 | New |
| Carroll Financial Associates, Inc. | 350 | $129.0K | 0.01% | −92−20.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 348 | $129.0K | 0.05% | +348 | New |
| Horan Securities, Inc. | 337 | $125.0K | 0.08% | +337 | New |
| KB Financial Partners, LLC | 337 | $125.0K | 0.04% | +337 | New |
| NEXT Financial Group, Inc | 334 | $123.0K | 0.01% | +15+4.7% | Added |
| CVA Family Office, LLC | 323 | $120.0K | 0.03% | +323 | New |
| Geo Capital Gestora de Recursos Ltd | 321 | $119.0K | 0.06% | 00.0% | Unchanged |
| Trust Co | 320 | $118.0K | 0.03% | 00.0% | Unchanged |
| Kings Point Capital Management | 307 | $114.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 300 | $111.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 283 | $105.0K | 0.05% | +283 | New |
| Sycomore Asset Management | 260 | $96.0K | 0.01% | +260 | New |
| Twin Lakes Capital Management, LLC | 255 | $94.0K | 0.05% | +1+0.4% | Added |
| Rockbridge Investment Management, LCC | 248 | $92.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 245 | $91.0K | 0.02% | −204−45.4% | Reduced |
| CoreFirst Bank & Trust | 241 | $89.0K | 0.06% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 241 | $89.0K | 0.02% | +50+26.2% | Added |
| Oakworth Capital, Inc. | 236 | $88.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 234 | $86.0K | 0.00% | −10−4.1% | Reduced |
| James Investment Research Inc | 229 | $85.0K | 0.01% | +229 | New |
| Tradewinds Capital Management, LLC | 220 | $81.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 220 | $81.0K | 0.02% | +89+67.9% | Added |
| Massmutual Trust Co FSB | 214 | $79.0K | 0.00% | +58+37.2% | Added |
| Harvest Group Wealth Management, LLC | 212 | $78.0K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 210 | $77.7K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 207 | $77.0K | 0.02% | −5−2.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 209 | $77.0K | 0.04% | +31+17.4% | Added |
| Pinnacle Bancorp, Inc. | 202 | $75.0K | 0.03% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 202 | $75.0K | 0.03% | +202 | New |
| Addison Advisors LLC | 200 | $74.0K | 0.05% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $74.0K | 0.06% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 196 | $73.0K | 0.01% | +4+2.1% | Added |
| AlphaCentric Advisors LLC | 195 | $72.0K | 0.02% | −46−19.1% | Reduced |
| AdvisorNet Financial, Inc | 193 | $71.0K | 0.00% | −127−39.7% | Reduced |
| Harbour Investments, Inc. | 187 | $69.0K | 0.00% | −48−20.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 187 | $69.0K | 0.04% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 181 | $67.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 172 | $64.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 173 | $64.0K | 0.01% | +3+1.8% | Added |
| Hexagon Capital Partners LLC | 172 | $64.0K | 0.02% | +9+5.5% | Added |
| Prestige Wealth Management Group LLC | 165 | $61.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 165 | $61.0K | 0.00% | +15+10.0% | Added |
| Country Trust Bank | 158 | $58.0K | 0.00% | −45−22.2% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 150 | $56.0K | 0.03% | −160−51.6% | Reduced |
| Trustcore Financial Services, LLC | 152 | $56.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 149 | $55.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 148 | $55.0K | 0.03% | +148 | New |
| Allworth Financial LP | 147 | $54.0K | 0.00% | +80+119.4% | Added |
| CoreCap Advisors, LLC | 136 | $50.0K | 0.00% | +136 | New |
| Hall Laurie J Trustee | 130 | $48.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 116 | $43.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 111 | $41.0K | 0.01% | −59−34.7% | Reduced |
| James Reed Financial Services, Inc. | 166 | $41.0K | 0.04% | +166 | New |
| McIlrath & Eck, LLC | 102 | $38.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $37.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $37.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 102 | $37.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 99 | $37.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $37.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $37.0K | 0.02% | +100 | New |
| Earnest Partners LLC | 96 | $36.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 85 | $31.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 83 | $31.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 84 | $31.0K | 0.01% | −1−1.2% | Reduced |
| Mascoma Wealth Management LLC | 85 | $31.0K | 0.01% | +84+8,400.0% | Added |
| Sutton Wealth Advisors Inc. | 83 | $30.7K | 0.01% | +1+1.2% | Added |
| JNBA Financial Advisors | 80 | $30.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 80 | $30.0K | 0.00% | +34+73.9% | Added |
| Sugarloaf Wealth Management, LLC | 77 | $28.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 76 | $28.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 75 | $28.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 75 | $28.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 66 | $24.6K | 0.02% | +66 | New |
| Motco | 66 | $24.0K | 0.00% | −6−8.3% | Reduced |
| Vigilant Capital Management, LLC | 65 | $24.0K | 0.00% | +35+116.7% | Added |
| Selective Wealth Management, Inc. | 61 | $23.0K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $23.0K | 0.02% | – | New |
| Pittenger & Anderson Inc | 60 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 60 | $22.0K | 0.00% | +60 | New |
| Cedar Mountain Advisors, LLC | 56 | $21.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 58 | $21.0K | 0.00% | +6+11.5% | Added |
| Bedel Financial Consulting, Inc. | 57 | $21.0K | 0.01% | +8+16.3% | Added |
| Financial Management Professionals, Inc. | 54 | $20.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 54 | $20.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 55 | $20.0K | 0.01% | +55 | New |
| RGT Wealth Advisors, LLC | 54 | $20.0K | 0.00% | +54 | New |