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 2022
Institutional positions in Estee Lauder Companies Inc as of Dec 31, 2022. 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
- 1,184
- +83 vs. Q3 2022
- Shares held
- 204.1M
- +3.12M (+1.6%) vs. Q3 2022
- Total value
- $50.6B
- +$7.22B (+16.6%) vs. Q3 2022
- New holders
- 169
- 452 more added
- Sold out
- 86
- 404 more reduced
25 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Estee Lauder Companies Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ARGI Investment Services, LLC | 1,104 | $274.0K | 0.01% | +1,104 | New |
| JCIC Asset Management Inc. | 1,099 | $273.0K | 0.14% | −15−1.3% | Reduced |
| Wealth Management Associates, Inc. | 1,095 | $271.7K | 0.18% | −470−30.0% | Reduced |
| First Horizon Advisors, Inc. | 1,094 | $271.4K | 0.01% | −259−19.1% | Reduced |
| Savant Capital, LLC | 1,087 | $269.8K | 0.01% | −374−25.6% | Reduced |
| Rossmore Private Capital | 1,087 | $269.7K | 0.04% | +1,087 | New |
| Ritholtz Wealth Management | 1,080 | $268.0K | 0.01% | −276−20.4% | Reduced |
| Citizens Financial Group Inc | 1,080 | $268.0K | 0.01% | +16+1.5% | Added |
| Diversified Trust Co | 1,077 | $267.0K | 0.01% | +1,077 | New |
| Peak Asset Management, LLC | 1,075 | $266.7K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 1,073 | $266.2K | 0.08% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,044 | $264.9K | 0.03% | −328−23.9% | Reduced |
| Howland Capital Management LLC | 1,064 | $264.0K | 0.02% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 1,060 | $263.0K | 0.05% | −205−16.2% | Reduced |
| Forum Financial Management, LP | 1,059 | $262.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,057 | $262.3K | 0.08% | +31+3.0% | Added |
| RIA Advisory Group LLC | 1,079 | $261.7K | 0.15% | +1,079 | New |
| Tilt Investment Management Holdings, PBC | 1,053 | $261.3K | 0.22% | +1,053 | New |
| Clark Capital Management Group, Inc. | 1,043 | $258.8K | 0.00% | +20+2.0% | Added |
| Ferguson Wellman Capital Management, Inc | 1,025 | $254.0K | 0.01% | −20−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,170 | $253.0K | 0.00% | +628+115.9% | Added |
| Aptus Capital Advisors, LLC | 1,018 | $252.6K | 0.01% | −1,762−63.4% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,017 | $252.3K | 0.05% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,007 | $249.8K | 0.04% | −245−19.6% | Reduced |
| Redmont Wealth Advisors LLC | 1,000 | $248.1K | 0.29% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 1,000 | $248.0K | 0.11% | +1,000 | New |
| Gerber Kawasaki Wealth & Investment Management | 999 | $247.9K | 0.02% | +999 | New |
| Olistico Wealth, LLC | 993 | $246.4K | 0.27% | +993 | New |
| Harrington Investments, INC | 984 | $244.1K | 0.18% | 00.0% | Unchanged |
| Park Place Capital Corp | 983 | $244.0K | 0.07% | +983 | New |
| EPG Wealth Management LLC | 983 | $243.8K | 0.09% | −1,131−53.5% | Reduced |
| Marino, Stram & Associates LLC | 977 | $242.3K | 0.08% | +977 | New |
| Brandywine Oak Private Wealth LLC | 973 | $241.4K | 0.03% | −72−6.9% | Reduced |
| Phoenix Wealth Advisors | 965 | $239.4K | 0.14% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 964 | $239.2K | 0.18% | −31−3.1% | Reduced |
| Bessemer Securities LLC | 965 | $239.0K | 0.11% | −650−40.2% | Reduced |
| Allred Capital Management, LLC | 962 | $238.7K | 0.13% | −5−0.5% | Reduced |
| Financial Advocates Investment Management | 960 | $238.2K | 0.02% | +960 | New |
| Maven Securities LTD | 958 | $237.7K | 0.05% | +958 | New |
| Wall Street Access Asset Management, LLC | 938 | $232.7K | 0.17% | +1+0.1% | Added |
| Eqis Capital Management, Inc. | 927 | $229.9K | 0.03% | −24−2.5% | Reduced |
| Palisades Hudson Asset Management, L.P. | 923 | $229.0K | 0.13% | +923 | New |
| Washington Trust Advisors, Inc. | 922 | $228.8K | 0.03% | −354−27.7% | Reduced |
| Great Lakes Advisors, LLC | 921 | $228.5K | 0.01% | −46−4.8% | Reduced |
| Evergreen Capital Management LLC | 913 | $226.5K | 0.01% | −171−15.8% | Reduced |
| Kingsview Wealth Management, LLC | 909 | $225.5K | 0.01% | −23−2.5% | Reduced |
| Valeo Financial Advisors, LLC | 908 | $225.2K | 0.01% | +908 | New |
| Financial Council Asset Management Inc | 899 | $223.1K | 0.14% | +899 | New |
| Private Trust Co NA | 890 | $221.0K | 0.03% | −62−6.5% | Reduced |
| BOS Asset Management, LLC | 886 | $219.8K | 0.20% | +886 | New |
| Legacy Trust | 884 | $219.3K | 0.07% | +884 | New |
| Confluence Wealth Services, Inc. | 876 | $217.3K | 0.06% | +876 | New |
| Grove Bank & Trust | 875 | $217.0K | 0.05% | +875 | New |
| ESG Planning | 873 | $216.6K | 0.27% | −1,281−59.5% | Reduced |
| IFP Advisors, Inc | 1,440 | $216.0K | 0.01% | +18+1.3% | Added |
| Hallmark Capital Management Inc | 867 | $215.1K | 0.02% | +92+11.9% | Added |
| Patton Fund Management, Inc. | 866 | $215.0K | 0.06% | +866 | New |
| Magellan Asset Management Ltd | 863 | $214.1K | 0.00% | −358−29.3% | Reduced |
| Equitable Holdings, Inc. | 859 | $213.1K | 0.00% | +859 | New |
| Wrapmanager Inc | 859 | $213.0K | 0.07% | +859 | New |
| Summit Trail Advisors, LLC | 858 | $212.9K | 0.01% | +858 | New |
| Stewart & Patten Co LLC | 856 | $212.4K | 0.04% | +856 | New |
| West Family Investments, Inc. | 856 | $212.4K | 0.07% | +856 | New |
| Carlson Capital Management | 853 | $211.6K | 0.02% | +853 | New |
| Solstein Capital, LLC | 847 | $210.1K | 0.18% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 843 | $209.2K | 0.10% | +843 | New |
| Capital Advisors, Ltd. LLC | 839 | $208.0K | 0.04% | +17+2.1% | Added |
| Altfest L J & Co Inc | 839 | $208.0K | 0.03% | +839 | New |
| Ssi Investment Management LLC | 825 | $204.7K | 0.01% | +825 | New |
| Western Wealth Management, LLC | 822 | $204.0K | 0.02% | −528−39.1% | Reduced |
| Benedetti & Gucer, Inc. | 823 | $204.0K | 0.15% | +823 | New |
| Evercore Wealth Management, LLC | 821 | $203.7K | 0.00% | +821 | New |
| Strategic Blueprint, LLC | 819 | $203.2K | 0.02% | +819 | New |
| Sonora Investment Management Group, LLC | 818 | $203.0K | 0.02% | −2−0.2% | Reduced |
| Forte Capital LLC | 815 | $202.2K | 0.03% | +815 | New |
| Orion Portfolio Solutions, LLC | 812 | $201.5K | 0.01% | +812 | New |
| Peterson Wealth Services | 810 | $200.9K | 0.12% | −131−13.9% | Reduced |
| Quent Capital, LLC | 804 | $199.5K | 0.04% | +121+17.7% | Added |
| Paradigm Asset Management Co LLC | 800 | $198.5K | 0.06% | −700−46.7% | Reduced |
| South Dakota Investment Council | 800 | $198.0K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 775 | $192.3K | 0.10% | +775 | New |
| Nomura Holdings Inc | 756 | $188.0K | 0.00% | +46+6.5% | Added |
| Sargent Bickham Lagudis LLC | 753 | $186.8K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 749 | $185.8K | 0.00% | +2+0.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 738 | $183.1K | 0.14% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 714 | $177.0K | 0.03% | +39+5.8% | Added |
| Spire Wealth Management | 709 | $176.0K | 0.01% | +34+5.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 707 | $175.5K | 0.01% | +707 | New |
| Harbor Investment Advisory, LLC | 707 | $175.4K | 0.03% | +432+157.1% | Added |
| Asset Dedication, LLC | 708 | $174.0K | 0.02% | −99−12.3% | Reduced |
| Alta Advisers Ltd | 700 | $174.0K | 0.10% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 649 | $172.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 694 | $172.0K | 0.01% | +694 | New |
| Harvest Fund Management Co., Ltd | 668 | $166.0K | 0.04% | +668 | New |
| Veritas Investment Partners (UK) Ltd. | 649 | $161.1K | 0.00% | +649 | New |
| PGGM Investments | 646 | $160.0K | 0.00% | −3,234−83.4% | Reduced |
| Smithfield Trust Co | 629 | $156.0K | 0.01% | −8−1.3% | Reduced |
| TCI Wealth Advisors, Inc. | 624 | $154.8K | 0.02% | −71−10.2% | Reduced |
| Trust Co of Vermont | 615 | $152.6K | 0.01% | +164+36.4% | Added |
| Plante Moran Financial Advisors, LLC | 612 | $151.8K | 0.02% | −107−14.9% | Reduced |