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, Q1 2023
Institutional positions in Estee Lauder Companies Inc as of Mar 31, 2023. 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
- 1,235
- +74 vs. Q4 2022
- Shares held
- 211.6M
- +8.14M (+4.0%) vs. Q4 2022
- Total value
- $50.0B
- −$495.6M (−1.0%) vs. Q4 2022
- New holders
- 141
- 510 more added
- Sold out
- 67
- 396 more reduced
23 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Estee Lauder Companies Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Community Bank, N.A. | 100 | $24.6K | 0.00% | −16−13.8% | Reduced |
| West Oak Capital, LLC | 100 | $24.6K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $24.6K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 100 | $24.6K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $24.6K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 106 | $26.1K | 0.00% | −18−14.5% | Reduced |
| North Star Investment Management Corp. | 110 | $27.1K | 0.00% | +102+1,275.0% | Added |
| Investors Research Corp | 111 | $27.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 113 | $28.0K | 0.02% | −44−28.0% | Reduced |
| Key Financial Inc | 114 | $28.1K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 116 | $29.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 118 | $29.1K | 0.00% | −3,415−96.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 121 | $29.8K | 0.02% | +5+4.3% | Added |
| WealthPLAN Partners, LLC | 124 | $30.6K | 0.00% | +124 | New |
| Hexagon Capital Partners LLC | 127 | $31.3K | 0.01% | −37−22.6% | Reduced |
| Hall Laurie J Trustee | 130 | $32.0K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 130 | $32.0K | 0.10% | −20−13.3% | Reduced |
| BDO Wealth Advisors, LLC | 132 | $32.5K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 8,712,361 | $35.4K | 0.18% | +8,712,361 | New |
| Chilton Capital Management LLC | 152 | $37.5K | 0.00% | +152 | New |
| Endurance Wealth Management, Inc. | 160 | $39.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 163 | $40.2K | 0.02% | −39−19.3% | Reduced |
| Avion Wealth | 172 | $42.0K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 175 | $42.2K | 0.04% | +114+186.9% | Added |
| Farmers & Merchants Investments Inc | 175 | $43.1K | 0.00% | +7+4.2% | Added |
| Caldwell Trust Co | 182 | $44.9K | 0.01% | +142+355.0% | Added |
| Ameritas Advisory Services, LLC | 180 | $44.9K | 0.00% | +180 | New |
| Jackson, Grant Investment Advisers, Inc. | 187 | $46.1K | 0.02% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 190 | $46.8K | 0.03% | −22−10.4% | Reduced |
| Addison Advisors LLC | 200 | $49.3K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $49.3K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 211 | $52.0K | 0.01% | +211 | New |
| Industrial Alliance Investment Management Inc. | 211 | $52.0K | 0.00% | +45+27.1% | Added |
| Geneos Wealth Management Inc. | 214 | $52.7K | 0.00% | −15−6.6% | Reduced |
| Headlands Technologies LLC | 219 | $54.0K | 0.04% | +219 | New |
| Tradewinds Capital Management, LLC | 220 | $54.2K | 0.02% | 00.0% | Unchanged |
| Trust Co | 223 | $55.0K | 0.01% | −12−5.1% | Reduced |
| Riverview Trust Co | 225 | $55.5K | 0.05% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 225 | $55.5K | 0.02% | +225 | New |
| Core Alternative Capital | 231 | $56.9K | 0.01% | +86+59.3% | Added |
| Pinnacle Bancorp, Inc. | 235 | $57.9K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 236 | $58.2K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 241 | $59.4K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 246 | $60.6K | 0.02% | +92+59.7% | Added |
| Carmel Capital Partners, LLC | 250 | $61.6K | 0.04% | +250 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 254 | $62.6K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 257 | $63.4K | 0.00% | −221−46.2% | Reduced |
| Twin Lakes Capital Management, LLC | 258 | $63.6K | 0.05% | +1+0.4% | Added |
| Hollencrest Capital Management | 274 | $67.5K | 0.01% | −24−8.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 35,660 | $69.0K | 1.59% | +28+0.1% | Added |
| Harbour Investments, Inc. | 287 | $70.8K | 0.00% | −1−0.3% | Reduced |
| Resurgent Financial Advisors LLC | 292 | $72.0K | 0.05% | −483−62.3% | Reduced |
| Western Pacific Wealth Management, LP | 295 | $72.7K | 0.06% | −12−3.9% | Reduced |
| Banco de Sabadell, S.A | 310 | $76.0K | 0.06% | +35+12.7% | Added |
| PFG Private Wealth Management, LLC | 316 | $77.9K | 0.05% | +18+6.0% | Added |
| MCF Advisors LLC | 322 | $79.4K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 322 | $79.4K | 0.01% | +2+0.6% | Added |
| Harvest Fund Management Co., Ltd | 330 | $81.0K | 0.02% | −338−50.6% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 337 | $83.0K | 0.06% | −80−19.2% | Reduced |
| IFP Advisors, Inc | 591 | $87.7K | 0.00% | −849−59.0% | Reduced |
| Horan Securities, Inc. | 356 | $87.7K | 0.05% | −16−4.3% | Reduced |
| Solstein Capital, LLC | 372 | $91.7K | 0.08% | −475−56.1% | Reduced |
| GHP Investment Advisors, Inc. | 381 | $93.9K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 393 | $96.9K | 0.01% | +89+29.3% | Added |
| CVA Family Office, LLC | 405 | $99.8K | 0.02% | −43−9.6% | Reduced |
| Massmutual Trust Co FSB | 411 | $101.3K | 0.00% | +50+13.9% | Added |
| Delta Asset Management LLC | 419 | $103.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 424 | $104.5K | 0.01% | +300+241.9% | Added |
| TFC Financial Management | 434 | $107.0K | 0.03% | +35+8.8% | Added |
| True Wealth Design, LLC | 453 | $111.6K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 454 | $112.0K | 0.03% | +220+94.0% | Added |
| New Hampshire Trust | 457 | $112.6K | 0.03% | −19−4.0% | Reduced |
| ICA Group Wealth Management, LLC | 475 | $117.2K | 0.03% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 485 | $119.5K | 0.00% | −164−25.3% | Reduced |
| Anchor Investment Management, LLC | 485 | $119.5K | 0.02% | −25−4.9% | Reduced |
| Icon Wealth Partners, LLC | 491 | $121.0K | 0.01% | +491 | New |
| MBM Wealth Consultants, LLC | 511 | $126.0K | 0.05% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 530 | $130.7K | 0.06% | +530 | New |
| Valley National Advisers Inc | 532 | $135.0K | 0.02% | −6−1.1% | Reduced |
| Venturi Wealth Management, LLC | 600 | $147.9K | 0.01% | +600 | New |
| Richelieu Gestion PLC | 600 | $148.0K | 0.13% | +600 | New |
| AdvisorNet Financial, Inc | 604 | $148.9K | 0.01% | +343+131.4% | Added |
| Plante Moran Financial Advisors, LLC | 612 | $150.8K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 623 | $153.5K | 0.01% | +387+164.0% | Added |
| TCI Wealth Advisors, Inc. | 624 | $153.8K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 629 | $155.0K | 0.02% | −508−44.7% | Reduced |
| Smithfield Trust Co | 629 | $155.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 676 | $166.6K | 0.16% | +125+22.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 649 | $172.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $172.5K | 0.10% | 00.0% | Unchanged |
| Asset Dedication, LLC | 716 | $176.0K | 0.02% | +8+1.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 738 | $181.9K | 0.12% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 752 | $185.3K | 0.03% | +45+6.4% | Added |
| Magellan Asset Management Ltd | 761 | $187.6K | 0.00% | −102−11.8% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 770 | $190.0K | 0.01% | +770 | New |
| Quent Capital, LLC | 791 | $195.0K | 0.03% | −13−1.6% | Reduced |
| South Dakota Investment Council | 800 | $197.0K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 800 | $197.2K | 0.05% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 806 | $198.6K | 0.02% | −116−12.6% | Reduced |
| Sigma Planning Corp | 811 | $200.0K | 0.01% | −815−50.1% | Reduced |