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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 815 | $200.9K | 0.03% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 815 | $200.9K | 0.04% | +815 | New |
| Essex Financial Services, Inc. | 815 | $200.9K | 0.02% | +815 | New |
| Moneta Group Investment Advisors LLC | 817 | $201.4K | 0.00% | +817 | New |
| Sonora Investment Management Group, LLC | 818 | $201.6K | 0.02% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 819 | $202.0K | 0.04% | +819 | New |
| Evercore Wealth Management, LLC | 821 | $202.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 826 | $203.6K | 0.04% | +826 | New |
| Winton Group Ltd | 832 | $205.1K | 0.01% | −605−42.1% | Reduced |
| Warren Averett Asset Management, LLC | 833 | $205.4K | 0.01% | +833 | New |
| Legacy Trust | 834 | $205.5K | 0.06% | −50−5.7% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 836 | $206.0K | 0.05% | +836 | New |
| Altfest L J & Co Inc | 838 | $207.0K | 0.03% | −1−0.1% | Reduced |
| Capital Advisors, Ltd. LLC | 839 | $207.0K | 0.03% | 00.0% | Unchanged |
| West Family Investments, Inc. | 840 | $207.0K | 0.08% | −16−1.9% | Reduced |
| Verus Capital Partners, LLC | 850 | $209.5K | 0.03% | +850 | New |
| Carlson Capital Management | 854 | $210.5K | 0.01% | +1+0.1% | Added |
| Stewart & Patten Co LLC | 861 | $212.2K | 0.04% | +5+0.6% | Added |
| Evergreen Capital Management LLC | 861 | $212.2K | 0.01% | −52−5.7% | Reduced |
| Grove Bank & Trust | 866 | $213.4K | 0.05% | −9−1.0% | Reduced |
| Zacks Investment Management | 869 | $214.2K | 0.00% | +869 | New |
| Hallmark Capital Management Inc | 872 | $214.9K | 0.02% | +5+0.6% | Added |
| Wrapmanager Inc | 873 | $215.2K | 0.07% | +14+1.6% | Added |
| Private Trust Co NA | 875 | $215.7K | 0.03% | −15−1.7% | Reduced |
| Trust Co of Vermont | 887 | $218.6K | 0.02% | +272+44.2% | Added |
| Strategic Blueprint, LLC | 890 | $219.3K | 0.02% | +71+8.7% | Added |
| Sonen Capital LLC | 893 | $220.1K | 0.37% | −334−27.2% | Reduced |
| Aptus Capital Advisors, LLC | 895 | $220.6K | 0.01% | −123−12.1% | Reduced |
| Brooklyn FI, LLC | 596 | $220.6K | 0.21% | +596 | New |
| Mather Group, LLC. | 897 | $221.2K | 0.00% | +897 | New |
| Financial Council Asset Management Inc | 899 | $221.6K | 0.18% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 900 | $222.0K | 0.09% | −100−10.0% | Reduced |
| Landmark Financial Advisors, LLC | 904 | $222.8K | 0.10% | +61+7.2% | Added |
| Confluence Wealth Services, Inc. | 904 | $222.9K | 0.05% | +28+3.2% | Added |
| Kingsview Wealth Management, LLC | 907 | $223.4K | 0.01% | −2−0.2% | Reduced |
| Palisades Hudson Asset Management, L.P. | 923 | $227.0K | 0.12% | 00.0% | Unchanged |
| Tobam | 923 | $227.0K | 0.01% | +229+33.0% | Added |
| Paladin Advisory Group, LLC | 925 | $228.0K | 0.19% | +925 | New |
| Gotham Asset Management, LLC | 928 | $228.7K | 0.01% | −921−49.8% | Reduced |
| Empowered Funds, LLC | 928 | $228.7K | 0.01% | +928 | New |
| Eqis Capital Management, Inc. | 932 | $229.6K | 0.03% | +5+0.5% | Added |
| BOS Asset Management, LLC | 935 | $230.4K | 0.19% | +49+5.5% | Added |
| Wall Street Access Asset Management, LLC | 938 | $231.2K | 0.15% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 954 | $235.1K | 0.01% | −815−46.1% | Reduced |
| Resources Investment Advisors, LLC. | 955 | $235.4K | 0.01% | +955 | New |
| Allred Capital Management, LLC | 962 | $237.1K | 0.13% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 965 | $237.8K | 0.15% | 00.0% | Unchanged |
| Peterson Wealth Services | 974 | $240.0K | 0.12% | +164+20.2% | Added |
| Avidian Wealth Solutions, LLC | 975 | $240.3K | 0.01% | −288−22.8% | Reduced |
| Graypoint LLC | 983 | $242.2K | 0.03% | +983 | New |
| Kapitalo Investimentos Ltda | 983 | $242.3K | 0.08% | +983 | New |
| Harrington Investments, INC | 984 | $242.5K | 0.17% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 989 | $243.7K | 0.00% | +68+7.4% | Added |
| Olistico Wealth, LLC | 993 | $244.7K | 0.24% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 993 | $244.7K | 0.18% | +29+3.0% | Added |
| Allstate Corp | 999 | $246.2K | 0.02% | −5,692−85.1% | Reduced |
| Stratos Wealth Advisors, LLC | 1,006 | $248.0K | 0.02% | −4,964−83.1% | Reduced |
| Elgethun Capital Management | 1,012 | $248.9K | 0.08% | −543−34.9% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 1,012 | $249.4K | 0.09% | −691−40.6% | Reduced |
| Independent Advisor Alliance | 1,013 | $249.7K | 0.01% | +1,013 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,017 | $250.7K | 0.05% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,025 | $252.6K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 1,027 | $253.1K | 0.12% | −72−6.6% | Reduced |
| Sage Mountain Advisors LLC | 1,042 | $256.8K | 0.04% | +1,042 | New |
| AIA Group Ltd | 1,050 | $258.8K | 0.01% | −115−9.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,053 | $259.0K | 0.24% | +4+0.4% | Added |
| HM Payson & Co | 1,055 | $260.0K | 0.01% | +306+40.9% | Added |
| Abbrea Capital, LLC | 1,060 | $261.0K | 0.04% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,064 | $262.2K | 0.02% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,064 | $262.3K | 0.08% | +87+8.9% | Added |
| Peak Asset Management, LLC | 1,075 | $264.9K | 0.06% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,078 | $265.7K | 0.00% | −231−17.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,080 | $266.2K | 0.07% | +7+0.7% | Added |
| Parkside Financial Bank & Trust | 1,084 | $267.2K | 0.07% | +27+2.6% | Added |
| Forum Financial Management, LP | 1,086 | $267.7K | 0.01% | +27+2.5% | Added |
| Rossmore Private Capital | 1,087 | $267.9K | 0.04% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 1,090 | $268.6K | 0.01% | +1,090 | New |
| Wealth Management Associates, Inc. | 1,095 | $269.9K | 0.17% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 1,108 | $273.1K | 0.04% | 00.0% | Unchanged |
| Financial Insights, Inc. | 1,112 | $274.1K | 0.11% | +1,112 | New |
| TD Private Client Wealth LLC | 1,114 | $274.6K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,119 | $275.8K | 0.04% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,118 | $275.9K | 0.09% | −7−0.6% | Reduced |
| Coppell Advisory Solutions Corp. | 1,118 | $275.9K | 0.09% | −7−0.6% | Reduced |
| Corrado Advisors, LLC | 1,123 | $276.8K | 0.18% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,125 | $277.3K | 0.06% | −174−13.4% | Reduced |
| Acrisure Capital Management, LLC | 1,133 | $279.2K | 0.28% | +1,133 | New |
| Insigneo Advisory Services, LLC | 1,147 | $282.7K | 0.09% | −62−5.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,150 | $283.4K | 0.03% | +1,150 | New |
| Avenue 1 Advisors, LLC | 1,154 | $284.4K | 0.15% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,156 | $284.9K | 0.07% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 1,157 | $285.2K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,158 | $285.4K | 0.03% | +114+10.9% | Added |
| Park Place Capital Corp | 1,160 | $285.9K | 0.08% | +177+18.0% | Added |
| Connecticut Wealth Management, LLC | 1,167 | $287.6K | 0.02% | +42+3.7% | Added |
| Financial Advocates Investment Management | 1,178 | $290.3K | 0.02% | +218+22.7% | Added |
| Aua Capital Management, LLC | 1,180 | $290.8K | 0.20% | 00.0% | Unchanged |
| Girard Partners Ltd. | 1,185 | $292.3K | 0.03% | −137−10.4% | Reduced |
| Tilt Investment Management Holdings, PBC | 1,209 | $292.4K | 0.22% | +156+14.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,193 | $294.0K | 0.02% | +194+19.4% | Added |