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 |
|---|---|---|---|---|---|
| Quantamental Technologies LLC | 3,083 | $759.8K | 0.41% | +3,083 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,088 | $760.9K | 0.13% | +42+1.4% | Added |
| Magnolia Capital Advisors LLC | 3,100 | $764.0K | 0.39% | +81+2.7% | Added |
| Townsend Asset Management Corp | 3,121 | $769.3K | 0.40% | −85−2.7% | Reduced |
| Beach Investment Counsel Inc | 3,145 | $775.0K | 0.10% | −625−16.6% | Reduced |
| J. W. Coons Advisors, LLC | 3,160 | $778.8K | 0.22% | +3,160 | New |
| Summit Financial, LLC | 3,170 | $781.3K | 0.07% | +182+6.1% | Added |
| Ergoteles LLC | 3,172 | $781.8K | 0.03% | −1,405−30.7% | Reduced |
| Little House Capital LLC | 3,178 | $783.3K | 0.37% | +3,178 | New |
| Lincoln National Corp | 3,186 | $785.1K | 0.02% | +887+38.6% | Added |
| Atria Wealth Solutions, Inc. | 3,200 | $788.7K | 0.01% | +1,375+75.3% | Added |
| Tiaa, FSB | 3,224 | $794.6K | 0.00% | −85−2.6% | Reduced |
| Aspen Grove Capital, LLC | 3,229 | $795.8K | 0.35% | −1,021−24.0% | Reduced |
| Northcape Capital Pty Ltd | 3,240 | $799.0K | 0.10% | +930+40.3% | Added |
| First Hawaiian Bank | 3,288 | $810.4K | 0.03% | +3,288 | New |
| CAPROCK Group, Inc. | 3,293 | $811.6K | 0.06% | +234+7.6% | Added |
| Hemenway Trust Co LLC | 3,300 | $813.3K | 0.09% | −7−0.2% | Reduced |
| Cloverfields Capital Group, LP | 3,316 | $817.3K | 0.24% | +1,827+122.7% | Added |
| Mechanics Bank Trust Department | 3,321 | $818.5K | 0.14% | −563−14.5% | Reduced |
| Signaturefd, LLC | 3,337 | $822.5K | 0.02% | −167−4.8% | Reduced |
| Coldstream Capital Management Inc | 3,377 | $832.2K | 0.03% | −28−0.8% | Reduced |
| Balentine LLC | 3,410 | $840.4K | 0.03% | +282+9.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,428 | $844.9K | 0.04% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 3,519 | $846.6K | 0.69% | −127−3.5% | Reduced |
| Columbia Trust Co 01012016 | 3,443 | $848.6K | 0.49% | −93−2.6% | Reduced |
| Canandaigua National Bank & Trust Co | 3,446 | $849.0K | 0.14% | +3,446 | New |
| Umb Bank N A | 3,474 | $856.2K | 0.01% | +109+3.2% | Added |
| Wedbush Securities Inc | 3,485 | $859.0K | 0.04% | +623+21.8% | Added |
| CWM, LLC | 3,489 | $860.0K | 0.01% | +266+8.3% | Added |
| Schechter Investment Advisors, LLC | 3,500 | $862.6K | 0.08% | +41+1.2% | Added |
| Sentry Investment Management LLC | 3,503 | $863.0K | 0.36% | +963+37.9% | Added |
| Advisory Services Network, LLC | 3,517 | $866.9K | 0.02% | +396+12.7% | Added |
| Oppenheimer & Co Inc | 3,532 | $870.5K | 0.02% | −2,551−41.9% | Reduced |
| Comgest Global Investors S.A.S. | 3,579 | $882.1K | 0.02% | −26,789−88.2% | Reduced |
| Chesley Taft & Associates LLC | 3,618 | $891.7K | 0.06% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 3,620 | $892.3K | 0.03% | +152+4.4% | Added |
| Sawtooth Solutions, LLC | 3,620 | $892.3K | 0.02% | +2,145+145.4% | Added |
| Marion Wealth Management | 3,633 | $895.3K | 0.33% | +209+6.1% | Added |
| Stephens Inc | 3,633 | $895.3K | 0.02% | +547+17.7% | Added |
| Wright Investors Service Inc | 3,635 | $895.9K | 0.25% | +3,635 | New |
| Ellevest, Inc. | 3,646 | $898.6K | 0.07% | −139−3.7% | Reduced |
| Fox Run Management, L.L.C. | 3,655 | $900.8K | 0.29% | +3,655 | New |
| Cambridge Trust Co | 3,712 | $914.9K | 0.04% | −160−4.1% | Reduced |
| Advisors Capital Management, LLC | 3,797 | $936.0K | 0.02% | −37,900−90.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,818 | $941.0K | 0.03% | +732+23.7% | Added |
| Missouri Trust & Investment Co | 3,827 | $943.2K | 0.61% | +395+11.5% | Added |
| Central Trust Co | 3,898 | $960.6K | 0.03% | −869−18.2% | Reduced |
| DB Fitzpatrick & Co, Inc | 3,929 | $968.3K | 1.05% | +396+11.2% | Added |
| Pathstone Family Office, LLC | 3,946 | $972.5K | 0.02% | −3,558−47.4% | Reduced |
| Lido Advisors, LLC | 3,964 | $977.1K | 0.01% | +2,151+118.6% | Added |
| Welch & Forbes LLC | 3,976 | $979.9K | 0.02% | −91−2.2% | Reduced |
| Boston Family Office LLC | 3,975 | $980.0K | 0.08% | +120+3.1% | Added |
| Wealth Alliance | 4,019 | $990.5K | 0.16% | −98−2.4% | Reduced |
| James Hambro & Partners | 4,044 | $996.3K | 0.07% | +433+12.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 4,075 | $1.00M | 0.08% | −150−3.6% | Reduced |
| Scott & Selber, Inc. | 4,098 | $1.01M | 0.43% | +11+0.3% | Added |
| Capstone Investment Advisors, LLC | 4,133 | $1.02M | 0.03% | −8,515−67.3% | Reduced |
| Biltmore Family Office, LLC | 4,156 | $1.02M | 0.22% | +216+5.5% | Added |
| Triangle Securities Wealth Management | 4,178 | $1.03M | 0.37% | +415+11.0% | Added |
| Alps Advisors Inc | 4,191 | $1.03M | 0.01% | −357−7.8% | Reduced |
| Central Bank & Trust Co | 4,206 | $1.04M | 0.18% | −7−0.2% | Reduced |
| Veriti Management LLC | 4,219 | $1.04M | 0.12% | +144+3.5% | Added |
| Apollon Wealth Management, LLC | 4,231 | $1.04M | 0.06% | +129+3.1% | Added |
| Eastern Bank | 4,260 | $1.05M | 0.05% | +2,155+102.4% | Added |
| Comerica Securities,inc. | 4,325 | $1.07M | 0.08% | +276+6.8% | Added |
| Enterprise Bank & Trust Co | 4,335 | $1.07M | 0.46% | −197−4.3% | Reduced |
| Platte River Wealth Advisors, LLC | 4,355 | $1.07M | 0.41% | −60−1.4% | Reduced |
| GM Advisory Group, Inc. | 4,398 | $1.08M | 0.10% | +4+0.1% | Added |
| Integrated Wealth Concepts LLC | 4,490 | $1.11M | 0.02% | +3,287+273.2% | Added |
| Shelton Capital Management | 4,527 | $1.12M | 0.05% | +1,527+50.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,567 | $1.13M | 0.64% | +251+5.8% | Added |
| Accretive Wealth Partners, LLC | 4,571 | $1.13M | 0.72% | +153+3.5% | Added |
| Pinnacle Associates Ltd | 4,572 | $1.13M | 0.02% | +206+4.7% | Added |
| SS&H Financial Advisors, Inc. | 4,580 | $1.13M | 0.52% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,597 | $1.13M | 0.02% | −118−2.5% | Reduced |
| WD Rutherford LLC | 4,610 | $1.14M | 0.80% | −20−0.4% | Reduced |
| MidWestOne Financial Group, Inc. | 4,624 | $1.14M | 0.26% | 00.0% | Unchanged |
| Keybank National Association | 4,666 | $1.15M | 0.01% | +750+19.2% | Added |
| Monumental Financial Group Inc. | 4,668 | $1.15M | 0.82% | +210+4.7% | Added |
| Private Advisor Group, LLC | 4,672 | $1.15M | 0.01% | +367+8.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 4,765 | $1.17M | 0.49% | −6,456−57.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,744 | $1.17M | 0.13% | +1,491+45.8% | Added |
| Prospera Financial Services Inc | 4,810 | $1.19M | 0.05% | +3,683+326.8% | Added |
| Cetera Investment Advisers | 4,830 | $1.19M | 0.01% | +539+12.6% | Added |
| Prime Capital Investment Advisors, LLC | 4,833 | $1.19M | 0.05% | +1,398+40.7% | Added |
| Decatur Capital Management, Inc. | 4,896 | $1.21M | 0.91% | −883−15.3% | Reduced |
| CSU Producer Resources, Inc. | 4,900 | $1.21M | 4.50% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,940 | $1.22M | 0.10% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 4,958 | $1.22M | 0.14% | +4,958 | New |
| Dakota Wealth Management | 4,964 | $1.22M | 0.08% | +3,810+330.2% | Added |
| Intrust Bank NA | 4,974 | $1.23M | 0.16% | +53+1.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 4,999 | $1.23M | 0.11% | −930−15.7% | Reduced |
| MAI Capital Management | 5,001 | $1.23M | 0.02% | +491+10.9% | Added |
| Achmea Investment Management B.V. | 5,057 | $1.25M | 0.04% | −4,424−46.7% | Reduced |
| Great Lakes Retirement, Inc. | 5,059 | $1.25M | 0.23% | +1,534+43.5% | Added |
| Roundview Capital LLC | 5,065 | $1.25M | 0.13% | +61+1.2% | Added |
| Brown Brothers Harriman & Co | 5,082 | $1.25M | 0.01% | +113+2.3% | Added |
| Strategic Wealth Partners, Ltd. | 5,152 | $1.27M | 0.19% | −314−5.7% | Reduced |
| Mirabella Financial Services LLP | 5,252 | $1.29M | 0.28% | +5,252 | New |
| Iowa State Bank | 5,271 | $1.30M | 0.33% | +175+3.4% | Added |