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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 2,280 | $329.6K | 0.04% | +243+11.9% | Added |
| Rosenbaum Jay D. | 2,301 | $332.6K | 0.56% | −197−7.9% | Reduced |
| Townsend Asset Management Corp | 2,317 | $334.9K | 0.17% | −410−15.0% | Reduced |
| Biltmore Family Office, LLC | 2,322 | $335.6K | 0.08% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,324 | $335.9K | 0.02% | +119+5.4% | Added |
| Bailard, Inc. | 2,357 | $340.7K | 0.01% | −25−1.0% | Reduced |
| Snowden Capital Advisors LLC | 2,373 | $343.0K | 0.01% | +74+3.2% | Added |
| Gryphon Financial Partners LLC | 2,387 | $345.0K | 0.08% | +406+20.5% | Added |
| Balentine LLC | 2,402 | $347.2K | 0.01% | +456+23.4% | Added |
| Moors & Cabot, Inc. | 2,418 | $349.5K | 0.02% | −63−2.5% | Reduced |
| Aptus Capital Advisors, LLC | 2,426 | $350.7K | 0.01% | +1,328+120.9% | Added |
| NorthRock Partners, LLC | 2,435 | $352.0K | 0.04% | +1,012+71.1% | Added |
| Cigna Investments Inc | 2,470 | $357.0K | 0.08% | −318−11.4% | Reduced |
| Clearstead Advisors, LLC | 2,470 | $357.0K | 0.02% | −10−0.4% | Reduced |
| Davis R M Inc | 2,474 | $358.0K | 0.01% | 00.0% | Unchanged |
| Bowman & Co S.C. | 2,486 | $359.7K | 0.29% | +275+12.4% | Added |
| Central Trust Co | 2,490 | $360.0K | 0.01% | −1,298−34.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,525 | $364.9K | 0.13% | +246+10.8% | Added |
| David Loasby | 2,620 | $373.0K | 0.04% | +884+50.9% | Added |
| Cooper Financial Group | 2,591 | $374.5K | 0.09% | +43+1.7% | Added |
| Northeast Investment Management | 2,598 | $375.5K | 0.02% | −5,513−68.0% | Reduced |
| Abn Amro Investment Solutions | 2,608 | $377.0K | 0.01% | −7,182−73.4% | Reduced |
| Valeo Financial Advisors, LLC | 2,615 | $377.9K | 0.02% | +1,021+64.1% | Added |
| Boltwood Capital Management | 2,620 | $378.7K | 0.14% | −160−5.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,625 | $379.4K | 0.17% | +545+26.2% | Added |
| Kestra Private Wealth Services, LLC | 2,640 | $381.6K | 0.01% | +196+8.0% | Added |
| Walker Asset Management, LLC | 2,650 | $383.1K | 0.34% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 2,658 | $384.2K | 0.09% | +24+0.9% | Added |
| Voya Financial Advisors, Inc. | 2,712 | $385.0K | 0.05% | −153−5.3% | Reduced |
| Park Avenue Securities LLC | 2,675 | $387.0K | 0.01% | +2,675 | New |
| Profund Advisors LLC | 2,700 | $390.3K | 0.02% | −323−10.7% | Reduced |
| B&D White Capital Company, LLC | 2,700 | $390.3K | 0.15% | +2,700 | New |
| Concentric Capital Strategies, LP | 2,720 | $393.2K | 0.04% | +2,720 | New |
| Pinnacle Associates Ltd | 2,726 | $394.0K | 0.01% | −77−2.7% | Reduced |
| Vantage Consulting Group Inc | 2,739 | $395.9K | 0.27% | −29−1.0% | Reduced |
| Syntax Advisors, LLC | 2,739 | $395.9K | 0.35% | −29−1.0% | Reduced |
| SOA Wealth Advisors, LLC. | 2,745 | $396.8K | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,750 | $397.5K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,762 | $399.2K | 0.18% | +60+2.2% | Added |
| Alps Advisors Inc | 2,785 | $402.6K | 0.00% | −2,240−44.6% | Reduced |
| Cetera Advisors LLC | 2,813 | $406.7K | 0.01% | +87+3.2% | Added |
| InterOcean Capital Group, LLC | 2,814 | $406.8K | 0.01% | +2,814 | New |
| Navalign, LLC | 2,820 | $407.6K | 0.15% | −152−5.1% | Reduced |
| Sawtooth Solutions, LLC | 2,830 | $409.1K | 0.01% | −276−8.9% | Reduced |
| Bleakley Financial Group, LLC | 2,830 | $409.1K | 0.01% | −276−8.9% | Reduced |
| Inceptionr LLC | 2,857 | $413.0K | 0.23% | +2,857 | New |
| Quadrant Capital Group LLC | 2,863 | $413.8K | 0.04% | +394+16.0% | Added |
| Ramiah Investment Group | 2,910 | $420.6K | 0.44% | −698−19.3% | Reduced |
| Gamco Investors, Inc. Et Al | 2,915 | $421.4K | 0.00% | −16,083−84.7% | Reduced |
| Brookstone Capital Management | 3,057 | $424.4K | 0.01% | +239+8.5% | Added |
| Retirement Guys Formula LLC | 2,941 | $425.1K | 0.30% | +519+21.4% | Added |
| Summit Financial, LLC | 2,943 | $425.3K | 0.03% | −17−0.6% | Reduced |
| Values Added Financial LLC | 2,966 | $428.7K | 0.39% | +179+6.4% | Added |
| Edgestream Partners, L.P. | 2,976 | $430.2K | 0.03% | +1,848+163.8% | Added |
| FineMark National Bank & Trust | 2,993 | $432.6K | 0.02% | −501−14.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,996 | $433.1K | 0.01% | −172−5.4% | Reduced |
| Liberty Capital Management, Inc. | 2,999 | $433.5K | 0.13% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 3,000 | $433.6K | 0.10% | +1,000+50.0% | Added |
| Savoie Capital LLC | 3,000 | $433.6K | 0.11% | +3,000 | New |
| Spears Abacus Advisors LLC | 3,025 | $437.3K | 0.04% | −150−4.7% | Reduced |
| Tolleson Wealth Management, Inc. | 3,047 | $440.0K | 0.11% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,048 | $440.6K | 0.04% | +894+41.5% | Added |
| Morse Asset Management, Inc | 3,065 | $443.0K | 0.14% | −9,742−76.1% | Reduced |
| Welch & Forbes LLC | 3,090 | $446.7K | 0.01% | −895−22.5% | Reduced |
| Independence Bank of Kentucky | 3,093 | $447.1K | 0.19% | +3,080+23,692.3% | Added |
| ABN AMRO Bank N.V. | 3,105 | $448.4K | 0.01% | −361−10.4% | Reduced |
| Vident Advisory, LLC | 3,131 | $452.6K | 0.01% | +3,131 | New |
| Intrust Bank NA | 3,155 | $456.1K | 0.06% | −1,341−29.8% | Reduced |
| Scotia Capital Inc. | 3,218 | $465.2K | 0.00% | +581+22.0% | Added |
| Cambridge Trust Co | 3,238 | $468.1K | 0.02% | −202−5.9% | Reduced |
| Ostrum Asset Management | 3,257 | $470.8K | 0.04% | +222+7.3% | Added |
| HB Wealth Management, LLC | 3,270 | $472.7K | 0.01% | +1,326+68.2% | Added |
| Allworth Financial LP | 3,295 | $476.2K | 0.00% | +694+26.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,300 | $477.1K | 0.02% | −128−3.7% | Reduced |
| CAPROCK Group, Inc. | 3,302 | $477.2K | 0.04% | +344+11.6% | Added |
| Boston Family Office LLC | 3,315 | $479.0K | 0.04% | −752−18.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,315 | $479.2K | 0.08% | +298+9.9% | Added |
| Flputnam Investment Management Co | 3,328 | $481.0K | 0.01% | −8,175−71.1% | Reduced |
| River & Mercantile Asset Management LLP | 3,340 | $483.0K | 0.11% | +3,340 | New |
| Stonegate Investment Group, LLC | 3,356 | $485.1K | 0.02% | +572+20.5% | Added |
| Wealth Alliance | 3,367 | $486.7K | 0.08% | −544−13.9% | Reduced |
| Tiaa Trust, National Association | 3,370 | $487.1K | 0.00% | +3,370 | New |
| Advisory Services Network, LLC | 3,424 | $495.0K | 0.01% | −226−6.2% | Reduced |
| Haverford Trust Co | 3,455 | $499.4K | 0.01% | +567+19.6% | Added |
| Beach Investment Counsel Inc | 3,465 | $501.0K | 0.06% | +50+1.5% | Added |
| Virtue Capital Management, LLC | 2,578 | $504.4K | 0.09% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,496 | $505.3K | 0.04% | +241+7.4% | Added |
| Columbia Trust Co 01012016 | 3,503 | $506.4K | 0.29% | +8+0.2% | Added |
| First Bank & Trust | 3,510 | $507.4K | 0.13% | −2,567−42.2% | Reduced |
| D.A. Davidson & Co. | 3,524 | $509.4K | 0.01% | +654+22.8% | Added |
| Apollon Wealth Management, LLC | 3,539 | $511.6K | 0.03% | −374−9.6% | Reduced |
| Wahed Invest LLC | 3,552 | $513.4K | 0.17% | +303+9.3% | Added |
| FDx Advisors, Inc. | 3,563 | $515.0K | 0.04% | −590−14.2% | Reduced |
| Comgest Global Investors S.A.S. | 3,579 | $517.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,595 | $519.7K | 0.01% | +937+35.3% | Added |
| Chesley Taft & Associates LLC | 3,601 | $520.5K | 0.03% | −17−0.5% | Reduced |
| Maven Securities LTD | 3,636 | $525.6K | 0.06% | +3,636 | New |
| Financial Counselors Inc | 3,661 | $529.2K | 0.01% | −339−8.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,691 | $533.5K | 0.07% | −3,631−49.6% | Reduced |
| Oppenheimer & Co Inc | 3,723 | $538.2K | 0.01% | −60−1.6% | Reduced |