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; 835 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 | 835 | $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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 280 | $40.5K | 0.00% | +266+1,900.0% | Added |
| Sunbelt Securities, Inc. | 277 | $40.0K | 0.01% | +125+82.2% | Added |
| FNY Investment Advisers, LLC | 279 | $40.0K | 0.02% | +279 | New |
| Hollencrest Capital Management | 274 | $39.6K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 259 | $37.4K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 257 | $37.2K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 254 | $36.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 254 | $36.7K | 0.01% | +94+58.8% | Added |
| Resurgent Financial Advisors LLC | 252 | $36.4K | 0.02% | −67−21.0% | Reduced |
| Carmel Capital Partners, LLC | 250 | $36.1K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 241 | $34.8K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 236 | $34.1K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 236 | $34.1K | 0.00% | 00.0% | Unchanged |
| Trust Co | 223 | $32.2K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 221 | $31.9K | 0.01% | +44+24.9% | Added |
| Arlington Trust Co LLC | 221 | $31.9K | 0.01% | +221 | New |
| Tradewinds Capital Management, LLC | 220 | $31.8K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 217 | $31.4K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 206 | $29.8K | 0.01% | +6+3.0% | Added |
| Piscataqua Savings Bank | 200 | $28.9K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 190 | $27.5K | 0.00% | −127−40.1% | Reduced |
| Goodman Advisory Group, LLC | 180 | $26.1K | 0.01% | −10,239−98.3% | Reduced |
| Avion Wealth | 181 | $26.0K | 0.01% | +3+1.7% | Added |
| General Partner, Inc. | 175 | $25.3K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 168 | $24.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 164 | $23.7K | 0.01% | +164 | New |
| Prestige Wealth Management Group LLC | 163 | $23.6K | 0.01% | +10+6.5% | Added |
| Lee Financial Co | 154 | $22.3K | 0.00% | +100+185.2% | Added |
| Motco | 153 | $22.1K | 0.00% | −31,777−99.5% | Reduced |
| Institutional & Family Asset Management, LLC | 146 | $21.1K | 0.00% | −14,243−99.0% | Reduced |
| Deseret Mutual Benefit Administrators | 145 | $21.0K | 0.01% | −18−11.0% | Reduced |
| Pinnacle Bancorp, Inc. | 141 | $20.4K | 0.01% | −84−37.3% | Reduced |
| Flaharty Asset Management, LLC | 138 | $19.9K | 0.00% | +138 | New |
| Hall Laurie J Trustee | 130 | $19.0K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 130 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 123 | $17.8K | 0.01% | +48+64.0% | Added |
| Hexagon Capital Partners LLC | 115 | $16.6K | 0.00% | +13+12.7% | Added |
| Key Financial Inc | 114 | $16.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 108 | $16.0K | 0.01% | +3+2.9% | Added |
| Newbridge Financial Services Group, Inc. | 109 | $15.8K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 104 | $15.0K | 0.01% | +104 | New |
| Harbor Investment Advisory, LLC | 100 | $14.5K | 0.00% | −564−84.9% | Reduced |
| Chilton Capital Management LLC | 100 | $14.5K | 0.00% | −22−18.0% | Reduced |
| Community Bank, N.A. | 100 | $14.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $14.5K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $14.5K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 100 | $14.5K | 0.00% | +100 | New |
| West Oak Capital, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 96 | $13.9K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 90 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 89 | $12.9K | 0.00% | −7−7.3% | Reduced |
| New Millennium Group LLC | 88 | $12.7K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 86 | $12.4K | 0.00% | +42+95.5% | Added |
| JNBA Financial Advisors | 80 | $11.6K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 76 | $11.0K | 0.00% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 9,500 | $10.8K | 0.31% | −8,330−46.7% | Reduced |
| Abound Wealth Management | 72 | $10.4K | 0.00% | +11+18.0% | Added |
| ZRC Wealth Management, LLC | 71 | $10.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $10.3K | 0.00% | +7+10.9% | Added |
| First Pacific Financial | 70 | $10.1K | 0.00% | +57+438.5% | Added |
| Live Oak Investment Partners | – | $9.83K | 0.01% | – | – |
| Rise Advisors, LLC | 68 | $9.79K | 0.01% | +1+1.5% | Added |
| Pacific Center for Financial Services | 64 | $9.25K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 64 | $9.25K | 0.00% | +8+14.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $9.11K | 0.00% | +63 | New |
| Tucker Asset Management LLC | 61 | $8.82K | 0.00% | +2+3.4% | Added |
| Impact Partnership Wealth, LLC | 61 | $8.82K | 0.00% | +4+7.0% | Added |
| Tyler-Stone Wealth Management | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 60 | $8.00K | 0.00% | +60 | New |
| SRS Capital Advisors, Inc. | 54 | $7.81K | 0.00% | +20+58.8% | Added |
| McIlrath & Eck, LLC | 50 | $7.23K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 50 | $7.23K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 49 | $7.08K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 49 | $7.08K | 0.00% | +11+28.9% | Added |
| Atlantic Trust, LLC | 47 | $6.79K | 0.00% | +47 | New |
| JFS Wealth Advisors, LLC | 46 | $6.65K | 0.00% | +11+31.4% | Added |
| VisionPoint Advisory Group, LLC | 45 | $6.53K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $6.50K | 0.00% | −152−77.2% | Reduced |
| Raffa Wealth Management, LLC | 43 | $6.22K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 40 | $5.78K | 0.00% | −30−42.9% | Reduced |
| Intrepid Capital Management Inc | 40 | $5.78K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 39 | $5.69K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 38 | $5.49K | 0.00% | −12−24.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 36 | $5.20K | 0.00% | +26+260.0% | Added |
| Financial Management Professionals, Inc. | 34 | $5.00K | 0.00% | −3−8.1% | Reduced |
| Tradition Wealth Management, LLC | 32 | $5.00K | 0.00% | +9+39.1% | Added |
| Larson Financial Group LLC | 31 | $4.48K | 0.00% | +25+416.7% | Added |
| Eagle Bay Advisors LLC | 29 | $4.19K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 28 | $4.05K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 27 | $3.90K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 26 | $3.76K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $3.61K | 0.00% | −449−94.7% | Reduced |
| RFP Financial Group LLC | 25 | $3.61K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 18 | $3.54K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 24 | $3.50K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $3.47K | 0.00% | +20+500.0% | Added |
| Baker Avenue Asset Management, LP | 23 | $3.33K | 0.00% | +17+283.3% | Added |
| Perkins Coie Trust Co | 23 | $3.32K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 22 | $3.17K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 21 | $3.04K | 0.00% | 00.0% | Unchanged |