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 |
|---|---|---|---|---|---|
| Brown Shipley& Co Ltd | 19,651 | $4.84M | 3.12% | +19,651 | New |
| Hartford Investment Management Co | 19,521 | $4.81M | 0.16% | +2,807+16.8% | Added |
| Strategy Asset Managers LLC | 19,491 | $4.80M | 1.17% | −249−1.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 19,288 | $4.75M | 0.37% | +37+0.2% | Added |
| Securian Asset Management, Inc | 19,203 | $4.73M | 0.13% | +100+0.5% | Added |
| Bogart Wealth, LLC | 19,193 | $4.73M | 0.32% | +314+1.7% | Added |
| Creative Planning | 19,104 | $4.71M | 0.01% | +188+1.0% | Added |
| Conning Inc. | 18,811 | $4.64M | 0.16% | −285−1.5% | Reduced |
| Sheets Smith Wealth Management | 18,717 | $4.61M | 0.70% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 18,591 | $4.58M | 0.24% | +2,796+17.7% | Added |
| Elo Mutual Pension Insurance Co | 18,467 | $4.55M | 0.14% | +527+2.9% | Added |
| Thematics Asset Management | 18,387 | $4.53M | 0.25% | −1,940−9.5% | Reduced |
| Kentucky Retirement Systems | 18,318 | $4.51M | 0.17% | +93+0.5% | Added |
| Cetera Advisor Networks LLC | 18,182 | $4.48M | 0.03% | +3,220+21.5% | Added |
| Maryland State Retirement & Pension System | 18,058 | $4.45M | 0.10% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 17,918 | $4.42M | 0.07% | +239+1.4% | Added |
| Gamco Investors, Inc. Et Al | 17,874 | $4.41M | 0.05% | +522+3.0% | Added |
| Stratos Wealth Partners, LTD. | 17,873 | $4.41M | 0.12% | −782−4.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 17,660 | $4.35M | 0.08% | +60.0% | Added |
| Northwestern Mutual Wealth Management Co | 17,622 | $4.34M | 0.01% | +913+5.5% | Added |
| Saranac Partners Ltd | 17,554 | $4.33M | 2.55% | +11,408+185.6% | Added |
| Financial Counselors Inc | 17,392 | $4.29M | 0.09% | +76+0.4% | Added |
| Bank of Nova Scotia Trust Co | 17,334 | $4.27M | 0.47% | +364+2.1% | Added |
| Synovus Financial Corp | 17,266 | $4.26M | 0.05% | −681−3.8% | Reduced |
| Lindbrook Capital, LLC | 17,095 | $4.21M | 0.49% | +155+0.9% | Added |
| Cary Street Partner Investment Advisory LLC | 16,966 | $4.18M | 0.30% | +399+2.4% | Added |
| Pitcairn Co | 16,917 | $4.17M | 0.38% | +211+1.3% | Added |
| Andra AP-fonden | 16,600 | $4.09M | 0.11% | −6,600−28.4% | Reduced |
| Moreno Evelyn V | 16,564 | $4.08M | 0.93% | +678+4.3% | Added |
| FORA Capital, LLC | 16,425 | $4.05M | 0.41% | +16,425 | New |
| MML Investors Services, LLC | 16,341 | $4.03M | 0.03% | −971−5.6% | Reduced |
| Norinchukin Bank, The | 16,167 | $3.98M | 0.08% | +450+2.9% | Added |
| Front Barnett Associates LLC | 16,020 | $3.95M | 0.46% | −805−4.8% | Reduced |
| Rafferty Asset Management, LLC | 15,810 | $3.90M | 0.03% | +1,230+8.4% | Added |
| Atria Investments LLC | 15,797 | $3.89M | 0.07% | +904+6.1% | Added |
| Close Asset Management Ltd | 15,786 | $3.89M | 0.19% | +1,780+12.7% | Added |
| Schmidt P J Investment Management Inc | 15,820 | $3.89M | 0.81% | −569−3.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 15,739 | $3.88M | 1.06% | +30+0.2% | Added |
| JustInvest LLC | 15,489 | $3.82M | 0.13% | −556−3.5% | Reduced |
| Ninety One SA (PTY) Ltd | 15,425 | $3.80M | 0.97% | −124−0.8% | Reduced |
| Morse Asset Management, Inc | 15,365 | $3.79M | 1.28% | +519+3.5% | Added |
| Louisiana State Employees Retirement System | 15,100 | $3.72M | 0.09% | +200+1.3% | Added |
| Raymond James Trust N.A. | 14,909 | $3.67M | 0.12% | −77−0.5% | Reduced |
| Trium Capital LLP | 14,792 | $3.65M | 1.54% | +399+2.8% | Added |
| Lester Murray Antman dba SimplyRich | 14,618 | $3.60M | 1.35% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 14,931 | $3.53M | 0.34% | −84−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 14,290 | $3.52M | 0.08% | −237−1.6% | Reduced |
| Bailard, Inc. | 13,830 | $3.41M | 0.12% | −92−0.7% | Reduced |
| Capricorn Fund Managers Ltd | 13,721 | $3.38M | 1.03% | +2,000+17.1% | Added |
| Institutional & Family Asset Management, LLC | 13,526 | $3.33M | 0.55% | +4,001+42.0% | Added |
| Americana Partners, LLC | 13,479 | $3.32M | 0.52% | +585+4.5% | Added |
| Brookfield Asset Management Inc. | 13,452 | $3.32M | 0.01% | −13,096−49.3% | Reduced |
| Shufro Rose & Co LLC | 13,391 | $3.30M | 0.31% | −351−2.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 13,331 | $3.29M | 0.06% | −4,588−25.6% | Reduced |
| Assetmark, Inc | 13,305 | $3.28M | 0.01% | +1,281+10.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,189 | $3.25M | 0.02% | +1,657+14.4% | Added |
| Hills Bank & Trust Co | 13,181 | $3.25M | 0.45% | +363+2.8% | Added |
| Hudson Valley Investment Advisors Inc | 13,145 | $3.24M | 0.45% | −751−5.4% | Reduced |
| Fruth Investment Management | 13,097 | $3.23M | 0.93% | −25−0.2% | Reduced |
| Bremer Bank National Association | 13,086 | $3.23M | 0.62% | −456−3.4% | Reduced |
| Whalerock Point Partners, LLC | 13,076 | $3.22M | 1.20% | +235+1.8% | Added |
| Meridian Wealth Advisors, LLC | 12,930 | $3.19M | 0.80% | +1,645+14.6% | Added |
| Schulhoff & Co Inc | 12,791 | $3.15M | 1.47% | +30.0% | Added |
| Ieq Capital, LLC | 12,734 | $3.14M | 0.07% | +104+0.8% | Added |
| MU Investments Co., Ltd. | 12,710 | $3.14M | 4.12% | −600−4.5% | Reduced |
| Copeland Capital Management, LLC | 12,684 | $3.13M | 0.07% | +12,684 | New |
| Wendell David Associates Inc | 12,640 | $3.12M | 0.37% | −480−3.7% | Reduced |
| Verition Fund Management LLC | 12,632 | $3.11M | 0.05% | +12,632 | New |
| Abn Amro Investment Solutions | 12,536 | $3.09M | 0.06% | +12,536 | New |
| Wealthspire Advisors, LLC | 12,316 | $3.04M | 0.05% | +10,940+795.1% | Added |
| Parsec Financial Management, Inc. | 12,279 | $3.03M | 0.13% | −107−0.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,216 | $3.01M | 0.18% | −843−6.5% | Reduced |
| Spinnaker Trust | 12,187 | $3.00M | 0.23% | +513+4.4% | Added |
| Atlantic Union Bankshares Corp | 12,124 | $2.99M | 0.31% | −565−4.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,049 | $2.97M | 0.13% | +7,169+146.9% | Added |
| O'Shaughnessy Asset Management, LLC | 12,010 | $2.96M | 0.05% | +945+8.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 12,000 | $2.96M | 0.49% | +837+7.5% | Added |
| Mercer Global Advisors Inc | 11,918 | $2.94M | 0.01% | −752−5.9% | Reduced |
| Advisors Asset Management, Inc. | 11,899 | $2.93M | 0.06% | −1,446−10.8% | Reduced |
| Hantz Financial Services, Inc. | 11,849 | $2.92M | 0.08% | +3,943+49.9% | Added |
| Baldwin Brothers Inc | 11,799 | $2.91M | 0.25% | −85−0.7% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 11,740 | $2.89M | 0.15% | 00.0% | Unchanged |
| CIBC World Markets Corp | 11,716 | $2.89M | 0.05% | −19,474−62.4% | Reduced |
| Panagora Asset Management Inc | 11,703 | $2.88M | 0.02% | −4,784−29.0% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 11,672 | $2.88M | 1.29% | −4,831−29.3% | Reduced |
| Stock Yards Bank & Trust Co | 11,600 | $2.86M | 0.11% | −97−0.8% | Reduced |
| Natixis Investment Managers International | 11,545 | $2.85M | 0.22% | −1,031−8.2% | Reduced |
| Spire Wealth Management | 11,477 | $2.83M | 0.11% | +10,768+1,518.8% | Added |
| Level Four Advisory Services, LLC | 11,418 | $2.81M | 0.18% | +3,005+35.7% | Added |
| CM Wealth Advisors LLC | 11,570 | $2.79M | 0.54% | +11,570 | New |
| Thrivent Financial for Lutherans | 11,195 | $2.76M | 0.01% | −83,556−88.2% | Reduced |
| First Foundation Advisors | 11,184 | $2.76M | 0.13% | +1,015+10.0% | Added |
| Voloridge Investment Management, LLC | 11,150 | $2.75M | 0.01% | −29,570−72.6% | Reduced |
| Fred Alger Management, LLC | 11,062 | $2.73M | 0.01% | −909−7.6% | Reduced |
| Souders Financial Advisors | 11,055 | $2.72M | 0.58% | +223+2.1% | Added |
| 1st Source Bank | 10,984 | $2.71M | 0.18% | −272−2.4% | Reduced |
| GWM Advisors LLC | 11,275 | $2.70M | 0.03% | +4,985+79.3% | Added |
| Point72 Middle East FZE | 10,915 | $2.69M | 0.15% | −5,291−32.6% | Reduced |
| Argent Trust Co | 10,898 | $2.69M | 0.17% | +127+1.2% | Added |
| New Mexico Educational Retirement Board | 10,724 | $2.64M | 0.13% | −300−2.7% | Reduced |