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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 1,380 | $350.0K | 0.02% | +36+2.7% | Added |
| Capital Investment Advisors, LLC | 1,416 | $348.9K | 0.01% | +1,416 | New |
| Mount Yale Investment Advisors, LLC | 1,413 | $348.2K | 0.04% | +1,413 | New |
| MUFG Securities EMEA plc | 1,408 | $347.0K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 1,405 | $346.3K | 0.22% | +1,405 | New |
| Boothbay Fund Management, LLC | 1,404 | $346.0K | 0.01% | +1,404 | New |
| Valeo Financial Advisors, LLC | 1,402 | $345.4K | 0.02% | +494+54.4% | Added |
| AlphaStar Capital Management, LLC | 1,381 | $340.4K | 0.03% | +71+5.4% | Added |
| Beese Fulmer Investment Management, Inc. | 1,378 | $339.6K | 0.04% | −373−21.3% | Reduced |
| Lumature Wealth Partners, LLC | 1,377 | $339.3K | 0.19% | −421−23.4% | Reduced |
| Pacific Global Investment Management CO | 1,373 | $338.3K | 0.07% | −92−6.3% | Reduced |
| Ballentine Partners, LLC | 1,370 | $337.6K | 0.01% | −49−3.5% | Reduced |
| Dana Investment Advisors, Inc. | 1,357 | $334.4K | 0.02% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 1,352 | $333.2K | 0.07% | +1,352 | New |
| Bragg Financial Advisors, Inc | 1,350 | $332.7K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,339 | $330.0K | 0.01% | +481+56.1% | Added |
| Ronald Blue Trust, Inc. | 1,325 | $328.0K | 0.01% | +155+13.2% | Added |
| Glassman Wealth Services | 1,330 | $327.8K | 0.06% | +25+1.9% | Added |
| Main Street Financial Solutions, LLC | 1,325 | $326.4K | 0.05% | +15+1.1% | Added |
| 1776 Wealth LLC | 1,322 | $325.8K | 0.20% | −48−3.5% | Reduced |
| Transcend Wealth Collective, LLC | 1,319 | $325.2K | 0.03% | −368−21.8% | Reduced |
| Sage Private Wealth Group, LLC | 1,310 | $322.9K | 0.37% | −44−3.2% | Reduced |
| Journey Advisory Group, LLC | 1,300 | $320.4K | 0.05% | −50−3.7% | Reduced |
| Farmers National Bank | 1,295 | $319.2K | 0.11% | −14−1.1% | Reduced |
| NBT Bank N A | 1,275 | $314.2K | 0.05% | +26+2.1% | Added |
| Andesa Financial Management Inc. | 2,278 | $312.5K | 0.16% | +1,059+86.9% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,263 | $311.3K | 0.30% | −128−9.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,247 | $307.0K | 0.01% | +21+1.7% | Added |
| Inscription Capital, LLC | 1,239 | $305.4K | 0.08% | +87+7.6% | Added |
| BTC Capital Management, Inc. | 1,228 | $302.7K | 0.03% | −68−5.2% | Reduced |
| Gladstone Institutional Advisory LLC | 1,215 | $299.5K | 0.02% | −88−6.8% | Reduced |
| Disciplined Investments, LLC | 1,213 | $299.0K | 0.13% | +2+0.2% | Added |
| Camden Capital, LLC | 1,202 | $296.3K | 0.04% | +195+19.4% | Added |
| Goepper Burkhardt LLC | 1,202 | $296.2K | 0.19% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,193 | $294.0K | 0.02% | +194+19.4% | Added |
| Tilt Investment Management Holdings, PBC | 1,209 | $292.4K | 0.22% | +156+14.8% | Added |
| Girard Partners Ltd. | 1,185 | $292.3K | 0.03% | −137−10.4% | Reduced |
| Aua Capital Management, LLC | 1,180 | $290.8K | 0.20% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,178 | $290.3K | 0.02% | +218+22.7% | Added |
| Connecticut Wealth Management, LLC | 1,167 | $287.6K | 0.02% | +42+3.7% | Added |
| Park Place Capital Corp | 1,160 | $285.9K | 0.08% | +177+18.0% | Added |
| Dorsey & Whitney Trust CO LLC | 1,158 | $285.4K | 0.03% | +114+10.9% | Added |
| Griffin Asset Management, Inc. | 1,157 | $285.2K | 0.04% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,156 | $284.9K | 0.07% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,154 | $284.4K | 0.15% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,150 | $283.4K | 0.03% | +1,150 | New |
| Insigneo Advisory Services, LLC | 1,147 | $282.7K | 0.09% | −62−5.1% | Reduced |
| Acrisure Capital Management, LLC | 1,133 | $279.2K | 0.28% | +1,133 | New |
| Carolinas Wealth Consulting LLC | 1,125 | $277.3K | 0.06% | −174−13.4% | Reduced |
| Corrado Advisors, LLC | 1,123 | $276.8K | 0.18% | 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 |
| Hilltop Holdings Inc. | 1,119 | $275.8K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,114 | $274.6K | 0.01% | 00.0% | Unchanged |
| Financial Insights, Inc. | 1,112 | $274.1K | 0.11% | +1,112 | New |
| Green Square Capital Advisors LLC | 1,108 | $273.1K | 0.04% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,095 | $269.9K | 0.17% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 1,090 | $268.6K | 0.01% | +1,090 | New |
| Rossmore Private Capital | 1,087 | $267.9K | 0.04% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,086 | $267.7K | 0.01% | +27+2.5% | Added |
| Parkside Financial Bank & Trust | 1,084 | $267.2K | 0.07% | +27+2.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,080 | $266.2K | 0.07% | +7+0.7% | Added |
| Gateway Investment Advisers LLC | 1,078 | $265.7K | 0.00% | −231−17.6% | Reduced |
| Peak Asset Management, LLC | 1,075 | $264.9K | 0.06% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,064 | $262.3K | 0.08% | +87+8.9% | Added |
| Howland Capital Management LLC | 1,064 | $262.2K | 0.02% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 1,060 | $261.0K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 1,055 | $260.0K | 0.01% | +306+40.9% | Added |
| W.H. Cornerstone Investments Inc. | 1,053 | $259.0K | 0.24% | +4+0.4% | Added |
| AIA Group Ltd | 1,050 | $258.8K | 0.01% | −115−9.9% | Reduced |
| Sage Mountain Advisors LLC | 1,042 | $256.8K | 0.04% | +1,042 | New |
| JCIC Asset Management Inc. | 1,027 | $253.1K | 0.12% | −72−6.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,025 | $252.6K | 0.01% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,017 | $250.7K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,013 | $249.7K | 0.01% | +1,013 | New |
| Summit Wealth & Retirement Planning, Inc. | 1,012 | $249.4K | 0.09% | −691−40.6% | Reduced |
| Elgethun Capital Management | 1,012 | $248.9K | 0.08% | −543−34.9% | Reduced |
| Stratos Wealth Advisors, LLC | 1,006 | $248.0K | 0.02% | −4,964−83.1% | Reduced |
| Allstate Corp | 999 | $246.2K | 0.02% | −5,692−85.1% | Reduced |
| Olistico Wealth, LLC | 993 | $244.7K | 0.24% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 993 | $244.7K | 0.18% | +29+3.0% | Added |
| Great Lakes Advisors, LLC | 989 | $243.7K | 0.00% | +68+7.4% | Added |
| Harrington Investments, INC | 984 | $242.5K | 0.17% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 983 | $242.3K | 0.08% | +983 | New |
| Graypoint LLC | 983 | $242.2K | 0.03% | +983 | New |
| Avidian Wealth Solutions, LLC | 975 | $240.3K | 0.01% | −288−22.8% | Reduced |
| Peterson Wealth Services | 974 | $240.0K | 0.12% | +164+20.2% | Added |
| Phoenix Wealth Advisors | 965 | $237.8K | 0.15% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 962 | $237.1K | 0.13% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 955 | $235.4K | 0.01% | +955 | New |
| Bowen Hanes & Co Inc | 954 | $235.1K | 0.01% | −815−46.1% | Reduced |
| Wall Street Access Asset Management, LLC | 938 | $231.2K | 0.15% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 935 | $230.4K | 0.19% | +49+5.5% | Added |
| Eqis Capital Management, Inc. | 932 | $229.6K | 0.03% | +5+0.5% | Added |
| Gotham Asset Management, LLC | 928 | $228.7K | 0.01% | −921−49.8% | Reduced |
| Empowered Funds, LLC | 928 | $228.7K | 0.01% | +928 | New |
| Paladin Advisory Group, LLC | 925 | $228.0K | 0.19% | +925 | New |
| Palisades Hudson Asset Management, L.P. | 923 | $227.0K | 0.12% | 00.0% | Unchanged |
| Tobam | 923 | $227.0K | 0.01% | +229+33.0% | Added |
| Kingsview Wealth Management, LLC | 907 | $223.4K | 0.01% | −2−0.2% | Reduced |