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 |
|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | 904 | $222.9K | 0.05% | +28+3.2% | Added |
| Landmark Financial Advisors, LLC | 904 | $222.8K | 0.10% | +61+7.2% | Added |
| Delta Financial Group, Inc. | 900 | $222.0K | 0.09% | −100−10.0% | Reduced |
| Financial Council Asset Management Inc | 899 | $221.6K | 0.18% | 00.0% | Unchanged |
| Mather Group, LLC. | 897 | $221.2K | 0.00% | +897 | New |
| Brooklyn FI, LLC | 596 | $220.6K | 0.21% | +596 | New |
| Aptus Capital Advisors, LLC | 895 | $220.6K | 0.01% | −123−12.1% | Reduced |
| Sonen Capital LLC | 893 | $220.1K | 0.37% | −334−27.2% | Reduced |
| Strategic Blueprint, LLC | 890 | $219.3K | 0.02% | +71+8.7% | Added |
| Trust Co of Vermont | 887 | $218.6K | 0.02% | +272+44.2% | Added |
| Private Trust Co NA | 875 | $215.7K | 0.03% | −15−1.7% | Reduced |
| Wrapmanager Inc | 873 | $215.2K | 0.07% | +14+1.6% | Added |
| Hallmark Capital Management Inc | 872 | $214.9K | 0.02% | +5+0.6% | Added |
| Zacks Investment Management | 869 | $214.2K | 0.00% | +869 | New |
| Grove Bank & Trust | 866 | $213.4K | 0.05% | −9−1.0% | Reduced |
| Evergreen Capital Management LLC | 861 | $212.2K | 0.01% | −52−5.7% | Reduced |
| Stewart & Patten Co LLC | 861 | $212.2K | 0.04% | +5+0.6% | Added |
| Carlson Capital Management | 854 | $210.5K | 0.01% | +1+0.1% | Added |
| Verus Capital Partners, LLC | 850 | $209.5K | 0.03% | +850 | New |
| West Family Investments, Inc. | 840 | $207.0K | 0.08% | −16−1.9% | Reduced |
| 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 |
| Baron Silver Stevens Financial Advisors, LLC | 836 | $206.0K | 0.05% | +836 | New |
| Legacy Trust | 834 | $205.5K | 0.06% | −50−5.7% | Reduced |
| Warren Averett Asset Management, LLC | 833 | $205.4K | 0.01% | +833 | New |
| Winton Group Ltd | 832 | $205.1K | 0.01% | −605−42.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 826 | $203.6K | 0.04% | +826 | New |
| Evercore Wealth Management, LLC | 821 | $202.3K | 0.00% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 819 | $202.0K | 0.04% | +819 | New |
| Sonora Investment Management Group, LLC | 818 | $201.6K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 817 | $201.4K | 0.00% | +817 | New |
| Essex Financial Services, Inc. | 815 | $200.9K | 0.02% | +815 | New |
| Forte Capital LLC | 815 | $200.9K | 0.03% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 815 | $200.9K | 0.04% | +815 | New |
| Sigma Planning Corp | 811 | $200.0K | 0.01% | −815−50.1% | Reduced |
| Washington Trust Advisors, Inc. | 806 | $198.6K | 0.02% | −116−12.6% | Reduced |
| Paradigm Asset Management Co LLC | 800 | $197.2K | 0.05% | 00.0% | Unchanged |
| South Dakota Investment Council | 800 | $197.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 791 | $195.0K | 0.03% | −13−1.6% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 770 | $190.0K | 0.01% | +770 | New |
| Magellan Asset Management Ltd | 761 | $187.6K | 0.00% | −102−11.8% | Reduced |
| Harbor Investment Advisory, LLC | 752 | $185.3K | 0.03% | +45+6.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 738 | $181.9K | 0.12% | 00.0% | Unchanged |
| Asset Dedication, LLC | 716 | $176.0K | 0.02% | +8+1.1% | Added |
| Alta Advisers Ltd | 700 | $172.5K | 0.10% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 649 | $172.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 676 | $166.6K | 0.16% | +125+22.7% | Added |
| Smithfield Trust Co | 629 | $155.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 629 | $155.0K | 0.02% | −508−44.7% | Reduced |
| TCI Wealth Advisors, Inc. | 624 | $153.8K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 623 | $153.5K | 0.01% | +387+164.0% | Added |
| Plante Moran Financial Advisors, LLC | 612 | $150.8K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 604 | $148.9K | 0.01% | +343+131.4% | Added |
| Richelieu Gestion PLC | 600 | $148.0K | 0.13% | +600 | New |
| Venturi Wealth Management, LLC | 600 | $147.9K | 0.01% | +600 | New |
| Valley National Advisers Inc | 532 | $135.0K | 0.02% | −6−1.1% | Reduced |
| WR Wealth Planners, LLC | 530 | $130.7K | 0.06% | +530 | New |
| MBM Wealth Consultants, LLC | 511 | $126.0K | 0.05% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 491 | $121.0K | 0.01% | +491 | New |
| Anchor Investment Management, LLC | 485 | $119.5K | 0.02% | −25−4.9% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 485 | $119.5K | 0.00% | −164−25.3% | Reduced |
| ICA Group Wealth Management, LLC | 475 | $117.2K | 0.03% | 00.0% | Unchanged |
| New Hampshire Trust | 457 | $112.6K | 0.03% | −19−4.0% | Reduced |
| Clear Street Markets LLC | 454 | $112.0K | 0.03% | +220+94.0% | Added |
| True Wealth Design, LLC | 453 | $111.6K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 434 | $107.0K | 0.03% | +35+8.8% | Added |
| Manchester Capital Management LLC | 424 | $104.5K | 0.01% | +300+241.9% | Added |
| Delta Asset Management LLC | 419 | $103.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 411 | $101.3K | 0.00% | +50+13.9% | Added |
| CVA Family Office, LLC | 405 | $99.8K | 0.02% | −43−9.6% | Reduced |
| Proequities, Inc. | 393 | $96.9K | 0.01% | +89+29.3% | Added |
| GHP Investment Advisors, Inc. | 381 | $93.9K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 372 | $91.7K | 0.08% | −475−56.1% | Reduced |
| Horan Securities, Inc. | 356 | $87.7K | 0.05% | −16−4.3% | Reduced |
| IFP Advisors, Inc | 591 | $87.7K | 0.00% | −849−59.0% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 337 | $83.0K | 0.06% | −80−19.2% | Reduced |
| Harvest Fund Management Co., Ltd | 330 | $81.0K | 0.02% | −338−50.6% | Reduced |
| MCF Advisors LLC | 322 | $79.4K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 322 | $79.4K | 0.01% | +2+0.6% | Added |
| PFG Private Wealth Management, LLC | 316 | $77.9K | 0.05% | +18+6.0% | Added |
| Banco de Sabadell, S.A | 310 | $76.0K | 0.06% | +35+12.7% | Added |
| Western Pacific Wealth Management, LP | 295 | $72.7K | 0.06% | −12−3.9% | Reduced |
| Resurgent Financial Advisors LLC | 292 | $72.0K | 0.05% | −483−62.3% | Reduced |
| Harbour Investments, Inc. | 287 | $70.8K | 0.00% | −1−0.3% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 35,660 | $69.0K | 1.59% | +28+0.1% | Added |
| Hollencrest Capital Management | 274 | $67.5K | 0.01% | −24−8.1% | Reduced |
| Twin Lakes Capital Management, LLC | 258 | $63.6K | 0.05% | +1+0.4% | Added |
| Salem Investment Counselors Inc | 257 | $63.4K | 0.00% | −221−46.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 254 | $62.6K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 250 | $61.6K | 0.04% | +250 | New |
| Farther Finance Advisors, LLC | 246 | $60.6K | 0.02% | +92+59.7% | Added |
| CoreFirst Bank & Trust | 241 | $59.4K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 236 | $58.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 235 | $57.9K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 231 | $56.9K | 0.01% | +86+59.3% | Added |
| Riverview Trust Co | 225 | $55.5K | 0.05% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 225 | $55.5K | 0.02% | +225 | New |
| Trust Co | 223 | $55.0K | 0.01% | −12−5.1% | Reduced |
| Tradewinds Capital Management, LLC | 220 | $54.2K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 219 | $54.0K | 0.04% | +219 | New |