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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 214 | $52.7K | 0.00% | −15−6.6% | Reduced |
| Industrial Alliance Investment Management Inc. | 211 | $52.0K | 0.00% | +45+27.1% | Added |
| Sunbelt Securities, Inc. | 211 | $52.0K | 0.01% | +211 | New |
| Addison Advisors LLC | 200 | $49.3K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $49.3K | 0.04% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 190 | $46.8K | 0.03% | −22−10.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 187 | $46.1K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 180 | $44.9K | 0.00% | +180 | New |
| Caldwell Trust Co | 182 | $44.9K | 0.01% | +142+355.0% | Added |
| Farmers & Merchants Investments Inc | 175 | $43.1K | 0.00% | +7+4.2% | Added |
| General Partner, Inc. | 175 | $42.2K | 0.04% | +114+186.9% | Added |
| Avion Wealth | 172 | $42.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 163 | $40.2K | 0.02% | −39−19.3% | Reduced |
| Endurance Wealth Management, Inc. | 160 | $39.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 152 | $37.5K | 0.00% | +152 | New |
| Ofi Invest Asset Management | 8,712,361 | $35.4K | 0.18% | +8,712,361 | New |
| BDO Wealth Advisors, LLC | 132 | $32.5K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 130 | $32.0K | 0.10% | −20−13.3% | Reduced |
| Hall Laurie J Trustee | 130 | $32.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 127 | $31.3K | 0.01% | −37−22.6% | Reduced |
| WealthPLAN Partners, LLC | 124 | $30.6K | 0.00% | +124 | New |
| Newbridge Financial Services Group, Inc. | 121 | $29.8K | 0.02% | +5+4.3% | Added |
| Group One Trading, L.P. | 118 | $29.1K | 0.00% | −3,415−96.7% | Reduced |
| Canton Hathaway, LLC | 116 | $29.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 114 | $28.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 113 | $28.0K | 0.02% | −44−28.0% | Reduced |
| Investors Research Corp | 111 | $27.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 110 | $27.1K | 0.00% | +102+1,275.0% | Added |
| Tortoise Investment Management, LLC | 106 | $26.1K | 0.00% | −18−14.5% | Reduced |
| 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 |
| Concord Wealth Partners | 98 | $24.2K | 0.01% | −86−46.7% | Reduced |
| Sutton Wealth Advisors Inc. | 96 | $23.7K | 0.01% | −10−9.4% | Reduced |
| Earnest Partners LLC | 96 | $23.7K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 90 | $22.2K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 90 | $22.0K | 0.00% | +66+275.0% | Added |
| New Millennium Group LLC | 88 | $21.7K | 0.02% | −6−6.4% | Reduced |
| Bell Investment Advisors, Inc | 86 | $21.2K | 0.00% | −34−28.3% | Reduced |
| Live Oak Investment Partners | – | $20.7K | 0.02% | – | – |
| JNBA Financial Advisors | 80 | $19.7K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 77 | $19.0K | 0.00% | −90−53.9% | Reduced |
| Laurel Wealth Advisors LLC | 76 | $18.7K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 71 | $17.5K | 0.02% | +71 | New |
| Avalon Trust Co | 70 | $17.3K | 0.00% | +70 | New |
| Y.D. More Investments Ltd | 70 | $17.3K | 0.00% | +10+16.7% | Added |
| Sageworth Trust Co | 69 | $17.0K | 0.00% | +68+6,800.0% | Added |
| Rise Advisors, LLC | 67 | $16.6K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 64 | $15.8K | 0.01% | +64 | New |
| Ten Capital Wealth Advisors, LLC | 62 | $15.3K | 0.00% | +27+77.1% | Added |
| Mach-1 Financial Group, Inc. | 60 | $14.8K | 0.09% | +60 | New |
| Glen Eagle Advisors, LLC | 58 | $14.3K | 0.00% | +47+427.3% | Added |
| Quarry LP | 58 | $14.3K | 0.01% | +58 | New |
| Householder Group Estate & Retirement Specialist, LLC | 55 | $14.0K | 0.01% | +55 | New |
| Cedar Mountain Advisors, LLC | 56 | $13.8K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 55 | $13.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 55 | $13.6K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 51 | $13.0K | 0.00% | +51 | New |
| McIlrath & Eck, LLC | 52 | $12.8K | 0.00% | +2+4.0% | Added |
| DecisionPoint Financial, LLC | 51 | $12.6K | 0.01% | +51 | New |
| FinTrust Capital Advisors, LLC | 50 | $12.4K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 48 | $12.3K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 49 | $12.1K | 0.00% | −8−14.0% | Reduced |
| American National Bank | 46 | $11.3K | 0.00% | −48−51.1% | Reduced |
| Archer Investment Corp | 45 | $11.1K | 0.00% | +35+350.0% | Added |
| Financial Management Professionals, Inc. | 45 | $11.0K | 0.00% | +2+4.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 45 | $11.0K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 44 | $10.8K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 44 | $10.8K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $10.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 41 | $10.1K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 40 | $9.86K | 0.00% | −43−51.8% | Reduced |
| JFS Wealth Advisors, LLC | 39 | $9.61K | 0.00% | −6−13.3% | Reduced |
| South State Corp. | 38 | $9.37K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 37 | $9.12K | 0.00% | −27−42.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 38 | $9.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 34 | $8.38K | 0.00% | +9+36.0% | Added |
| Stonebridge Capital Advisors LLC | 33 | $8.13K | 0.00% | +23+230.0% | Added |
| Tradition Wealth Management, LLC | 32 | $8.00K | 0.00% | +32 | New |
| Lee Financial Co | 30 | $7.39K | 0.00% | −4−11.8% | Reduced |
| Vigilant Capital Management, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 28 | $6.90K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 27 | $6.66K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 27 | $6.65K | 0.00% | +2+8.0% | Added |
| HHM Wealth Advisors, LLC | 26 | $6.41K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 26 | $6.41K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 26 | $6.41K | 0.00% | +26 | New |
| RFP Financial Group LLC | 25 | $6.16K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 25 | $6.16K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 24 | $5.96K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 23 | $5.67K | 0.01% | +10+76.9% | Added |
| Perkins Coie Trust Co | 23 | $5.67K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 22 | $5.43K | 0.00% | −10−31.3% | Reduced |
| Kelly Financial Services LLC | 22 | $5.35K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 21 | $5.00K | 0.00% | −237−91.9% | Reduced |
| BerganKDV Wealth Management, LLC | 20 | $4.96K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 20 | $4.93K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 19 | $4.68K | 0.00% | +19 | New |