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, Q3 2023
Institutional positions in Estee Lauder Companies Inc as of Sep 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
- 1,037
- −79 vs. Q2 2023
- Shares held
- 201.7M
- +873.9K (+0.4%) vs. Q2 2023
- Total value
- $29.2B
- −$10.3B (−26.0%) vs. Q2 2023
- New holders
- 101
- 388 more added
- Sold out
- 180
- 406 more reduced
16 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Estee Lauder Companies Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Desjardins Global Asset Management Inc. | 1,328 | $192.0K | 0.02% | −1,075−44.7% | Reduced |
| Sentry Investment Management LLC | 1,349 | $195.0K | 0.09% | −276−17.0% | Reduced |
| Tobam | 1,348 | $195.0K | 0.02% | +214+18.9% | Added |
| V-Square Quantitative Management LLC | 1,356 | $196.0K | 0.09% | +1,356 | New |
| Independent Advisor Alliance | 1,386 | $200.3K | 0.01% | +300+27.6% | Added |
| Baldwin Brothers Inc | 1,390 | $200.9K | 0.02% | −9,969−87.8% | Reduced |
| Old North State Trust, LLC | 1,392 | $201.0K | 0.16% | −72−4.9% | Reduced |
| Cookson Peirce & Co Inc | 1,400 | $202.0K | 0.01% | +1,400 | New |
| China Universal Asset Management Co., Ltd. | 1,399 | $202.2K | 0.06% | +1,399 | New |
| Robertson Stephens Wealth Management, LLC | 1,415 | $204.5K | 0.01% | +8+0.6% | Added |
| BOK Financial Private Wealth, Inc. | 1,426 | $206.1K | 0.02% | −30−2.1% | Reduced |
| Paragon Financial Partners, Inc. | 1,426 | $206.1K | 0.21% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,431 | $206.9K | 0.03% | +1,431 | New |
| Atlas Capital Advisors LLC | 1,443 | $208.6K | 0.03% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,444 | $208.7K | 0.01% | +5+0.3% | Added |
| Farmers National Bank | 1,447 | $209.2K | 0.07% | +66+4.8% | Added |
| Calamos Wealth Management LLC | 1,456 | $210.5K | 0.02% | −21,630−93.7% | Reduced |
| Monticello Wealth Management, LLC | 1,457 | $210.6K | 0.02% | +1,457 | New |
| Beese Fulmer Investment Management, Inc. | 1,460 | $211.0K | 0.02% | +100+7.4% | Added |
| S.A. Mason LLC | 1,466 | $211.9K | 0.15% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,469 | $212.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,467 | $212.0K | 0.06% | +7+0.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,468 | $212.1K | 0.03% | −321−17.9% | Reduced |
| Linscomb & Williams, Inc. | 1,469 | $212.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,469 | $212.3K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,472 | $212.8K | 0.00% | +278+23.3% | Added |
| Ronald Blue Trust, Inc. | 1,084 | $213.0K | 0.00% | +745+219.8% | Added |
| Emfo, LLC | 1,476 | $213.4K | 0.20% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,498 | $216.5K | 0.02% | −88−5.5% | Reduced |
| Alerus Financial NA | 1,498 | $216.5K | 0.02% | −22,425−93.7% | Reduced |
| Capula Management Ltd | 1,500 | $216.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,502 | $217.1K | 0.01% | −33−2.1% | Reduced |
| First Financial Bank - Trust Division | 1,512 | $218.6K | 0.02% | 00.0% | Unchanged |
| Papp L Roy & Associates | 1,517 | $219.3K | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,521 | $219.8K | 0.01% | −11,034−87.9% | Reduced |
| Waypoint Capital Advisors, LLC | 1,524 | $220.3K | 0.07% | −63−4.0% | Reduced |
| Shelton Capital Management | 1,527 | $220.7K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,533 | $221.6K | 0.05% | +115+8.1% | Added |
| Symmetry Partners, LLC | 1,538 | $222.0K | 0.01% | −1,045−40.5% | Reduced |
| First County Bank | 1,553 | $224.5K | 0.12% | −60−3.7% | Reduced |
| Lincoln Capital LLC | 1,560 | $225.5K | 0.06% | −10,109−86.6% | Reduced |
| Advisors Asset Management, Inc. | 1,568 | $226.7K | 0.00% | −3,249−67.4% | Reduced |
| Keystone Wealth Services, LLC | 1,594 | $230.4K | 0.09% | +1,594 | New |
| Capital Advisors Inc | 1,644 | $237.6K | 0.01% | −5−0.3% | Reduced |
| Telemus Capital, LLC | 1,665 | $240.7K | 0.02% | −207−11.1% | Reduced |
| Kingsview Wealth Management, LLC | 1,674 | $242.0K | 0.01% | +1,674 | New |
| Hilltop Holdings Inc. | 1,692 | $244.6K | 0.03% | +254+17.7% | Added |
| Sender Co & Partners, Inc. | 1,721 | $248.8K | 0.41% | +1,721 | New |
| 1776 Wealth LLC | 1,730 | $250.1K | 0.13% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,737 | $251.1K | 0.01% | −148−7.9% | Reduced |
| GenWealth Group, Inc. | 1,739 | $251.4K | 0.08% | 00.0% | Unchanged |
| Marex Group plc | 1,756 | $253.8K | 0.04% | −2,819−61.6% | Reduced |
| Brevan Howard Capital Management LP | 1,769 | $255.7K | 0.08% | +1,769 | New |
| Belpointe Asset Management LLC | 1,773 | $256.4K | 0.03% | +106+6.4% | Added |
| Wedbush Securities Inc | 1,775 | $257.0K | 0.01% | −48−2.6% | Reduced |
| AlphaStar Capital Management, LLC | 1,779 | $257.2K | 0.03% | +363+25.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,780 | $257.3K | 0.17% | −100−5.3% | Reduced |
| Simmons Bank | 1,788 | $258.5K | 0.02% | +223+14.2% | Added |
| Simon Quick Advisors, LLC | 1,793 | $259.2K | 0.02% | +1,793 | New |
| TD Private Client Wealth LLC | 1,809 | $261.5K | 0.01% | +6+0.3% | Added |
| Empowered Funds, LLC | 1,812 | $261.9K | 0.01% | +336+22.8% | Added |
| Waldron Private Wealth LLC | 1,821 | $263.2K | 0.01% | +345+23.4% | Added |
| Ballentine Partners, LLC | 1,837 | $265.5K | 0.01% | +602+48.7% | Added |
| TD Waterhouse Canada Inc. | 1,845 | $266.0K | 0.00% | −306−14.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,861 | $269.0K | 0.01% | −179−8.8% | Reduced |
| SeaCrest Wealth Management, LLC | 1,880 | $271.8K | 0.04% | −5,215−73.5% | Reduced |
| Integrated Advisors Network LLC | 1,884 | $272.3K | 0.02% | −34−1.8% | Reduced |
| Glenview Trust Co | 1,890 | $273.2K | 0.01% | −638−25.2% | Reduced |
| First Trust Advisors LP | 1,903 | $275.1K | 0.00% | −18,649−90.7% | Reduced |
| Union Savings Bank | 1,908 | $275.8K | 0.17% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,910 | $276.1K | 0.05% | −226−10.6% | Reduced |
| Guardian Capital Advisors LP | 1,980 | $278.1K | 0.03% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 1,929 | $278.8K | 0.03% | +522+37.1% | Added |
| Coppell Advisory Solutions LLC | 1,125 | $279.2K | 0.10% | −52−4.4% | Reduced |
| Neo Ivy Capital Management | 1,940 | $280.0K | 0.12% | +1,940 | New |
| Quantamental Technologies LLC | 1,944 | $281.0K | 0.26% | −318−14.1% | Reduced |
| Strid Group, LLC | 1,953 | $282.3K | 0.06% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,988 | $287.4K | 0.01% | −5,916−74.8% | Reduced |
| Argent Capital Management LLC | 2,017 | $291.6K | 0.01% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 2,025 | $292.7K | 0.01% | −150−6.9% | Reduced |
| Clarius Group, LLC | 2,030 | $293.4K | 0.03% | −246−10.8% | Reduced |
| Moloney Securities Asset Management, LLC | 2,050 | $296.3K | 0.05% | +32+1.6% | Added |
| Warren Averett Asset Management, LLC | 2,077 | $300.2K | 0.01% | +45+2.2% | Added |
| Investors Research Corp | 2,099 | $303.4K | 0.08% | +1,988+1,791.0% | Added |
| Seven Mile Advisory | 2,101 | $303.7K | 0.32% | +128+6.5% | Added |
| Ancora Advisors, LLC | 2,102 | $303.8K | 0.01% | 00.0% | Unchanged |
| James Hambro & Partners | 2,114 | $305.7K | 0.02% | −507−19.3% | Reduced |
| Apexium Financial, LP | 2,129 | $307.7K | 0.03% | −98−4.4% | Reduced |
| Israel Discount Bank of New York | 2,177 | $314.7K | 0.26% | 00.0% | Unchanged |
| Financial Insights, Inc. | 2,453 | $316.1K | 0.11% | +655+36.4% | Added |
| Connecticut Wealth Management, LLC | 2,196 | $317.4K | 0.02% | +445+25.4% | Added |
| Atria Wealth Solutions, Inc. | 2,199 | $317.9K | 0.00% | +188+9.3% | Added |
| Old Mission Investment Co LLC | 2,211 | $319.5K | 0.12% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,213 | $319.9K | 0.03% | +843+61.5% | Added |
| Atom Investors LP | 2,241 | $323.9K | 0.07% | +2,241 | New |
| NEOS Investment Management LLC | 2,244 | $324.4K | 0.04% | +2,244 | New |
| Vise Technologies, Inc. | 2,251 | $325.4K | 0.08% | +832+58.6% | Added |
| Ci Investments Inc. | 2,271 | $328.0K | 0.00% | −125,088−98.2% | Reduced |
| Syon Capital LLC | 2,274 | $328.7K | 0.04% | +2,274 | New |
| Bamco Inc | 2,280 | $329.6K | 0.00% | 00.0% | Unchanged |