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 |
|---|---|---|---|---|---|
| Beese Fulmer Investment Management, Inc. | 1,751 | $434.4K | 0.05% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,741 | $431.9K | 0.01% | +538+44.7% | Added |
| GenWealth Group, Inc. | 1,739 | $431.5K | 0.14% | 00.0% | Unchanged |
| First County Bank | 1,730 | $429.2K | 0.21% | +1,730 | New |
| Credential Qtrade Securities Inc. | 1,720 | $426.7K | 0.03% | +1,720 | New |
| Summit Wealth & Retirement Planning, Inc. | 1,703 | $422.5K | 0.17% | −131−7.1% | Reduced |
| Vise Technologies, Inc. | 1,696 | $420.8K | 0.13% | −165−8.9% | Reduced |
| Transcend Wealth Collective, LLC | 1,687 | $418.5K | 0.05% | +99+6.2% | Added |
| Nordwand Advisors, LLC | 1,681 | $417.1K | 0.05% | +1,681 | New |
| Cerro Pacific Wealth Advisors LLC | 1,678 | $416.3K | 0.22% | −81−4.6% | Reduced |
| Capital Advisors Inc | 1,644 | $407.9K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,626 | $403.6K | 0.01% | +35+2.2% | Added |
| Curbstone Financial Management Corp | 1,620 | $402.0K | 0.10% | +1,620 | New |
| Waypoint Capital Advisors, LLC | 1,608 | $399.0K | 0.14% | +9+0.6% | Added |
| David Loasby | 1,505 | $396.7K | 0.05% | +493+48.7% | Added |
| Lincoln Capital LLC | 1,581 | $392.3K | 0.11% | +17+1.1% | Added |
| Elgethun Capital Management | 1,555 | $391.0K | 0.14% | −17−1.1% | Reduced |
| Vident Investment Advisory, LLC | 1,573 | $390.3K | 0.01% | +1,573 | New |
| Associated Banc-Corp | 1,564 | $388.0K | 0.02% | −16−1.0% | Reduced |
| Haverford Trust Co | 1,558 | $386.6K | 0.00% | +1,558 | New |
| Flagship Harbor Advisors, LLC | 1,552 | $385.0K | 0.04% | −2−0.1% | Reduced |
| Zeke Capital Advisors, LLC | 1,523 | $377.9K | 0.02% | −207−12.0% | Reduced |
| Papp L Roy & Associates | 1,517 | $376.4K | 0.05% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,516 | $376.1K | 0.02% | −53−3.4% | Reduced |
| First Financial Bank - Trust Division | 1,512 | $375.0K | 0.04% | −458−23.2% | Reduced |
| Cloverfields Capital Group, LP | 1,489 | $369.4K | 0.12% | +1,489 | New |
| Verdence Capital Advisors LLC | 1,480 | $367.3K | 0.05% | +1,480 | New |
| NorthCrest Asset Manangement, LLC | 1,477 | $366.0K | 0.02% | +50+3.5% | Added |
| Sawtooth Solutions, LLC | 1,475 | $365.9K | 0.05% | +66+4.7% | Added |
| Bartlett & Co. Wealth Management LLC | 1,469 | $364.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,469 | $364.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,466 | $363.7K | 0.27% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 1,465 | $363.5K | 0.08% | −12−0.8% | Reduced |
| Essex Savings Bank | 1,463 | $363.0K | 0.13% | +135+10.2% | Added |
| Gleason Group, Inc. | 1,451 | $360.1K | 0.11% | +4+0.3% | Added |
| Shell Asset Management Co | 1,451 | $360.0K | 0.02% | −247−14.5% | Reduced |
| Atlas Capital Advisors LLC | 1,443 | $358.0K | 0.06% | 00.0% | Unchanged |
| Winton Group Ltd | 1,437 | $356.5K | 0.02% | −172−10.7% | Reduced |
| 9258 Wealth Management, LLC | 1,432 | $355.3K | 0.08% | +176+14.0% | Added |
| Paragon Financial Partners, Inc. | 1,426 | $353.8K | 0.39% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 1,422 | $352.9K | 0.19% | −170−10.7% | Reduced |
| Ballentine Partners, LLC | 1,419 | $352.1K | 0.01% | −295−17.2% | Reduced |
| Private Advisor Group, LLC | 4,305 | $351.7K | 0.02% | −665−13.4% | Reduced |
| Old North State Trust, LLC | 1,414 | $351.0K | 0.23% | +56+4.1% | Added |
| Chicago Partners Investment Group LLC | 1,344 | $350.9K | 0.02% | −30−2.2% | Reduced |
| MUFG Securities EMEA plc | 1,408 | $349.0K | 0.01% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,404 | $348.3K | 0.03% | −19−1.3% | Reduced |
| First Manhattan Co | 1,392 | $345.4K | 0.00% | +318+29.6% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,391 | $345.1K | 0.36% | +1,391 | New |
| Wealthspire Advisors, LLC | 1,376 | $341.4K | 0.01% | +1,376 | New |
| 1776 Wealth LLC | 1,370 | $340.0K | 0.24% | +160+13.2% | Added |
| Dana Investment Advisors, Inc. | 1,357 | $336.7K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,356 | $336.4K | 0.01% | +38+2.9% | Added |
| Sage Private Wealth Group, LLC | 1,354 | $336.2K | 0.40% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,358 | $336.0K | 0.02% | +1,295+2,055.6% | Added |
| Bragg Financial Advisors, Inc | 1,350 | $334.9K | 0.02% | −350−20.6% | Reduced |
| Journey Advisory Group, LLC | 1,350 | $334.9K | 0.08% | −294−17.9% | Reduced |
| Girard Partners Ltd. | 1,322 | $328.2K | 0.04% | +178+15.6% | Added |
| AlphaStar Capital Management, LLC | 1,310 | $325.0K | 0.03% | −31−2.3% | Reduced |
| Main Street Financial Solutions, LLC | 1,310 | $325.0K | 0.05% | −8−0.6% | Reduced |
| Farmers National Bank | 1,309 | $324.8K | 0.12% | +20+1.6% | Added |
| Gateway Investment Advisers LLC | 1,309 | $324.8K | 0.00% | +277+26.8% | Added |
| Glassman Wealth Services | 1,305 | $323.8K | 0.06% | +129+11.0% | Added |
| Gladstone Institutional Advisory LLC | 1,303 | $323.3K | 0.02% | −209−13.8% | Reduced |
| Carolinas Wealth Consulting LLC | 1,299 | $322.2K | 0.07% | −35−2.6% | Reduced |
| Covenant Partners, LLC | 1,297 | $321.8K | 0.13% | +1,297 | New |
| BTC Capital Management, Inc. | 1,296 | $321.6K | 0.04% | −245−15.9% | Reduced |
| Waldron Private Wealth LLC | 1,487 | $321.0K | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,283 | $318.3K | 0.05% | +1,283 | New |
| Alpha Paradigm Partners, LLC | 1,276 | $317.0K | 0.13% | +1,276 | New |
| Perigon Wealth Management, LLC | 1,277 | $316.9K | 0.02% | +1,277 | New |
| Avidian Wealth Solutions, LLC | 1,263 | $313.3K | 0.02% | +1,263 | New |
| NBT Bank N A | 1,249 | $309.9K | 0.05% | +206+19.8% | Added |
| Sonen Capital LLC | 1,227 | $304.4K | 0.50% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,226 | $304.0K | 0.01% | −46−3.6% | Reduced |
| Andesa Financial Management Inc. | 1,219 | $302.4K | 0.16% | −364−23.0% | Reduced |
| Disciplined Investments, LLC | 1,211 | $300.5K | 0.15% | −3−0.2% | Reduced |
| Insigneo Advisory Services, LLC | 1,209 | $300.0K | 0.11% | +1,209 | New |
| Goepper Burkhardt LLC | 1,202 | $298.2K | 0.21% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,203 | $298.0K | 0.01% | −96−7.4% | Reduced |
| Telemus Capital, LLC | 1,115 | $294.1K | 0.03% | −63−5.3% | Reduced |
| Aua Capital Management, LLC | 1,180 | $292.8K | 0.20% | 00.0% | Unchanged |
| AIA Group Ltd | 1,165 | $289.0K | 0.02% | −753−39.3% | Reduced |
| Griffin Asset Management, Inc. | 1,157 | $287.1K | 0.04% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,156 | $286.8K | 0.07% | +151+15.0% | Added |
| Avenue 1 Advisors, LLC | 1,154 | $286.3K | 0.17% | +3+0.3% | Added |
| Dakota Wealth Management | 1,154 | $286.3K | 0.02% | +1,154 | New |
| Inscription Capital, LLC | 1,152 | $285.9K | 0.10% | +75+7.0% | Added |
| Svenska Handelsbanken AB (publ) | 1,140 | $283.0K | 3.79% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,137 | $281.9K | 0.04% | +87+8.3% | Added |
| Pacer Advisors, Inc. | 1,130 | $280.4K | 0.00% | −36,561−97.0% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,049 | $280.3K | 0.27% | +4+0.4% | Added |
| Prospera Financial Services Inc | 1,127 | $279.8K | 0.01% | +1,127 | New |
| Coppell Advisory Solutions LLC | 1,125 | $279.2K | 0.10% | +1,125 | New |
| Coppell Advisory Solutions Corp. | 1,125 | $279.2K | 0.10% | +1,125 | New |
| Connecticut Wealth Management, LLC | 1,125 | $279.1K | 0.02% | +3+0.3% | Added |
| Corrado Advisors, LLC | 1,123 | $278.6K | 0.19% | −187−14.3% | Reduced |
| Hilltop Holdings Inc. | 1,119 | $277.6K | 0.04% | +154+16.0% | Added |
| TD Private Client Wealth LLC | 1,114 | $276.4K | 0.01% | +41+3.8% | Added |
| Green Square Capital Advisors LLC | 1,108 | $274.9K | 0.04% | 00.0% | Unchanged |