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, Q2 2023
Institutional positions in Estee Lauder Companies Inc as of Jun 30, 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
- 1,132
- −92 vs. Q1 2023
- Shares held
- 201.7M
- −9.90M (−4.7%) vs. Q1 2023
- Total value
- $39.6B
- −$10.4B (−20.8%) vs. Q1 2023
- New holders
- 102
- 448 more added
- Sold out
- 194
- 428 more reduced
11 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Estee Lauder Companies Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 1,153 | $226.4K | 0.01% | −62−5.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,150 | $225.8K | 0.02% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,139 | $223.8K | 0.02% | −18,149−94.1% | Reduced |
| Patron Partners Advisors, LLC | 1,138 | $223.5K | 0.16% | +145+14.6% | Added |
| Tobam | 1,134 | $223.0K | 0.02% | +211+22.9% | Added |
| Edgestream Partners, L.P. | 1,128 | $221.5K | 0.02% | +1,128 | New |
| Rossmore Private Capital | 1,127 | $221.3K | 0.03% | +40+3.7% | Added |
| Griffin Asset Management, Inc. | 1,107 | $217.4K | 0.03% | −50−4.3% | Reduced |
| Strategic Blueprint, LLC | 1,105 | $217.1K | 0.02% | +215+24.2% | Added |
| Chicago Partners Investment Group LLC | 1,252 | $215.9K | 0.01% | −128−9.3% | Reduced |
| Aptus Capital Advisors, LLC | 1,098 | $215.6K | 0.01% | +203+22.7% | Added |
| Independent Advisor Alliance | 1,086 | $213.3K | 0.01% | +73+7.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,080 | $212.1K | 0.06% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 1,078 | $211.7K | 0.04% | −295−21.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,077 | $211.5K | 0.04% | +60+5.9% | Added |
| Peak Asset Management, LLC | 1,075 | $211.1K | 0.05% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,075 | $211.1K | 0.06% | +11+1.0% | Added |
| Wealth Management Associates, Inc. | 1,072 | $210.5K | 0.12% | −23−2.1% | Reduced |
| Howland Capital Management LLC | 1,064 | $208.9K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,064 | $208.9K | 0.01% | +58+5.8% | Added |
| Forum Financial Management, LP | 1,059 | $208.0K | 0.00% | −27−2.5% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,056 | $207.0K | 0.19% | +3+0.3% | Added |
| Eqis Capital Management, Inc. | 1,048 | $205.8K | 0.02% | +116+12.4% | Added |
| SYSTM Wealth Solutions LLC | 1,036 | $203.5K | 0.03% | +1,036 | New |
| Private Trust Co NA | 1,036 | $203.4K | 0.03% | +161+18.4% | Added |
| Ferguson Wellman Capital Management, Inc | 1,025 | $201.3K | 0.00% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 1,025 | $201.0K | 0.03% | −35−3.3% | Reduced |
| Carolinas Wealth Consulting LLC | 1,018 | $200.0K | 0.04% | −107−9.5% | Reduced |
| Elgethun Capital Management | 1,012 | $198.8K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 993 | $195.1K | 0.01% | −9,029−90.1% | Reduced |
| Parkside Financial Bank & Trust | 973 | $191.1K | 0.05% | −111−10.2% | Reduced |
| Amica Retiree Medical Trust | 940 | $185.0K | 0.21% | +940 | New |
| Paladin Advisory Group, LLC | 925 | $181.7K | 0.15% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 883 | $173.4K | 0.08% | −144−14.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 876 | $172.0K | 0.01% | −16,090−94.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 649 | $172.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 854 | $167.7K | 0.00% | −201−19.1% | Reduced |
| Richelieu Gestion PLC | 850 | $167.0K | 0.14% | +250+41.7% | Added |
| Capital Advisors, Ltd. LLC | 839 | $165.0K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 831 | $163.2K | 0.03% | −35−4.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 819 | $160.9K | 0.03% | −7−0.8% | Reduced |
| Magellan Asset Management Ltd | 806 | $158.3K | 0.00% | +45+5.9% | Added |
| Trust Co of Vermont | 801 | $157.3K | 0.01% | −86−9.7% | Reduced |
| Icon Wealth Partners, LLC | 795 | $156.1K | 0.02% | +304+61.9% | Added |
| Quent Capital, LLC | 791 | $155.4K | 0.02% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 756 | $148.4K | 0.06% | −944−55.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 738 | $144.9K | 0.08% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 714 | $140.2K | 0.00% | −36,977−98.1% | Reduced |
| Walleye Trading LLC | 704 | $138.3K | 0.01% | −24,074−97.2% | Reduced |
| Alta Advisers Ltd | 700 | $137.5K | 0.08% | 00.0% | Unchanged |
| Asset Dedication, LLC | 678 | $133.0K | 0.01% | −38−5.3% | Reduced |
| Harbor Investment Advisory, LLC | 664 | $130.4K | 0.02% | −88−11.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 654 | $128.4K | 0.02% | +42+6.9% | Added |
| Smithfield Trust Co | 629 | $124.0K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 520 | $102.1K | 0.05% | +520 | New |
| Acadian Asset Management LLC | 505 | $99.0K | 0.00% | −1,089−68.3% | Reduced |
| IFP Advisors, Inc | 648 | $96.2K | 0.00% | +57+9.6% | Added |
| EverSource Wealth Advisors, LLC | 490 | $96.2K | 0.01% | −139−22.1% | Reduced |
| Anchor Investment Management, LLC | 485 | $95.2K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 485 | $95.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 475 | $94.0K | 0.02% | −57−10.7% | Reduced |
| AdvisorNet Financial, Inc | 474 | $93.1K | 0.01% | −130−21.5% | Reduced |
| Proequities, Inc. | 469 | $92.1K | 0.01% | +76+19.3% | Added |
| True Wealth Design, LLC | 453 | $89.0K | 0.03% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 451 | $88.0K | 0.07% | +141+45.5% | Added |
| Ronald Blue Trust, Inc. | 339 | $84.0K | 0.00% | −986−74.4% | Reduced |
| Delta Asset Management LLC | 419 | $82.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 409 | $80.3K | 0.01% | −15−3.5% | Reduced |
| Western Pacific Wealth Management, LP | 395 | $77.6K | 0.06% | +100+33.9% | Added |
| TFC Financial Management | 372 | $73.1K | 0.02% | −62−14.3% | Reduced |
| Solstein Capital, LLC | 372 | $73.1K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 366 | $71.9K | 0.02% | −39−9.6% | Reduced |
| ICA Group Wealth Management, LLC | 341 | $66.9K | 0.02% | −134−28.2% | Reduced |
| Horan Securities, Inc. | 337 | $66.2K | 0.03% | −19−5.3% | Reduced |
| ORG Partners LLC | 334 | $66.1K | 0.01% | +334 | New |
| West Tower Group, LLC | 329 | $64.6K | 0.05% | +329 | New |
| GHP Investment Advisors, Inc. | 381 | $63.9K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 319 | $62.6K | 0.04% | +27+9.2% | Added |
| Private Ocean, LLC | 319 | $62.6K | 0.01% | +319 | New |
| MCF Advisors LLC | 317 | $62.3K | 0.01% | −5−1.6% | Reduced |
| Clear Street Markets LLC | 302 | $59.0K | 0.02% | −152−33.5% | Reduced |
| Harbour Investments, Inc. | 296 | $58.2K | 0.00% | +9+3.1% | Added |
| Hollencrest Capital Management | 274 | $53.8K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 259 | $50.9K | 0.04% | +1+0.4% | Added |
| Salem Investment Counselors Inc | 257 | $50.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 254 | $49.9K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 250 | $49.1K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 241 | $47.3K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 236 | $46.3K | 0.00% | −387−62.1% | Reduced |
| Column Capital Advisors, LLC | 236 | $46.3K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 227 | $44.6K | 0.00% | −579−71.8% | Reduced |
| Pinnacle Bancorp, Inc. | 225 | $44.2K | 0.02% | −10−4.3% | Reduced |
| Trust Co | 223 | $43.8K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 220 | $43.2K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 217 | $42.6K | 0.02% | +217 | New |
| Geneos Wealth Management Inc. | 214 | $42.0K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 211 | $41.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $39.3K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $39.3K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 197 | $38.7K | 0.02% | +197 | New |