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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 2,745 | $396.8K | 0.10% | 00.0% | Unchanged |
| 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 |
| Pinnacle Associates Ltd | 2,726 | $394.0K | 0.01% | −77−2.7% | Reduced |
| Concentric Capital Strategies, LP | 2,720 | $393.2K | 0.04% | +2,720 | 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 |
| Park Avenue Securities LLC | 2,675 | $387.0K | 0.01% | +2,675 | New |
| Voya Financial Advisors, Inc. | 2,712 | $385.0K | 0.05% | −153−5.3% | Reduced |
| Abacus Planning Group, Inc. | 2,658 | $384.2K | 0.09% | +24+0.9% | Added |
| Walker Asset Management, LLC | 2,650 | $383.1K | 0.34% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,640 | $381.6K | 0.01% | +196+8.0% | Added |
| Argonautica Private Wealth Management, Inc | 2,625 | $379.4K | 0.17% | +545+26.2% | Added |
| Boltwood Capital Management | 2,620 | $378.7K | 0.14% | −160−5.8% | Reduced |
| Valeo Financial Advisors, LLC | 2,615 | $377.9K | 0.02% | +1,021+64.1% | Added |
| Abn Amro Investment Solutions | 2,608 | $377.0K | 0.01% | −7,182−73.4% | Reduced |
| Northeast Investment Management | 2,598 | $375.5K | 0.02% | −5,513−68.0% | Reduced |
| Cooper Financial Group | 2,591 | $374.5K | 0.09% | +43+1.7% | Added |
| David Loasby | 2,620 | $373.0K | 0.04% | +884+50.9% | Added |
| Oak Harbor Wealth Partners, LLC | 2,525 | $364.9K | 0.13% | +246+10.8% | Added |
| Central Trust Co | 2,490 | $360.0K | 0.01% | −1,298−34.3% | Reduced |
| Bowman & Co S.C. | 2,486 | $359.7K | 0.29% | +275+12.4% | Added |
| Davis R M Inc | 2,474 | $358.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,470 | $357.0K | 0.02% | −10−0.4% | Reduced |
| Cigna Investments Inc | 2,470 | $357.0K | 0.08% | −318−11.4% | Reduced |
| NorthRock Partners, LLC | 2,435 | $352.0K | 0.04% | +1,012+71.1% | Added |
| Aptus Capital Advisors, LLC | 2,426 | $350.7K | 0.01% | +1,328+120.9% | Added |
| Moors & Cabot, Inc. | 2,418 | $349.5K | 0.02% | −63−2.5% | Reduced |
| Balentine LLC | 2,402 | $347.2K | 0.01% | +456+23.4% | Added |
| Gryphon Financial Partners LLC | 2,387 | $345.0K | 0.08% | +406+20.5% | Added |
| Snowden Capital Advisors LLC | 2,373 | $343.0K | 0.01% | +74+3.2% | Added |
| Bailard, Inc. | 2,357 | $340.7K | 0.01% | −25−1.0% | Reduced |
| Moody National Bank Trust Division | 2,324 | $335.9K | 0.02% | +119+5.4% | Added |
| Biltmore Family Office, LLC | 2,322 | $335.6K | 0.08% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 2,317 | $334.9K | 0.17% | −410−15.0% | Reduced |
| Rosenbaum Jay D. | 2,301 | $332.6K | 0.56% | −197−7.9% | Reduced |
| Bamco Inc | 2,280 | $329.6K | 0.00% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,280 | $329.6K | 0.04% | +243+11.9% | Added |
| Syon Capital LLC | 2,274 | $328.7K | 0.04% | +2,274 | New |
| Ci Investments Inc. | 2,271 | $328.0K | 0.00% | −125,088−98.2% | Reduced |
| Vise Technologies, Inc. | 2,251 | $325.4K | 0.08% | +832+58.6% | Added |
| NEOS Investment Management LLC | 2,244 | $324.4K | 0.04% | +2,244 | New |
| Atom Investors LP | 2,241 | $323.9K | 0.07% | +2,241 | New |
| Verdence Capital Advisors LLC | 2,213 | $319.9K | 0.03% | +843+61.5% | Added |
| Old Mission Investment Co LLC | 2,211 | $319.5K | 0.12% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,199 | $317.9K | 0.00% | +188+9.3% | Added |
| Connecticut Wealth Management, LLC | 2,196 | $317.4K | 0.02% | +445+25.4% | Added |
| Financial Insights, Inc. | 2,453 | $316.1K | 0.11% | +655+36.4% | Added |
| Israel Discount Bank of New York | 2,177 | $314.7K | 0.26% | 00.0% | Unchanged |
| Apexium Financial, LP | 2,129 | $307.7K | 0.03% | −98−4.4% | Reduced |
| James Hambro & Partners | 2,114 | $305.7K | 0.02% | −507−19.3% | Reduced |
| Ancora Advisors, LLC | 2,102 | $303.8K | 0.01% | 00.0% | Unchanged |
| Seven Mile Advisory | 2,101 | $303.7K | 0.32% | +128+6.5% | Added |
| Investors Research Corp | 2,099 | $303.4K | 0.08% | +1,988+1,791.0% | Added |
| Warren Averett Asset Management, LLC | 2,077 | $300.2K | 0.01% | +45+2.2% | Added |
| Moloney Securities Asset Management, LLC | 2,050 | $296.3K | 0.05% | +32+1.6% | Added |
| Clarius Group, LLC | 2,030 | $293.4K | 0.03% | −246−10.8% | Reduced |
| Cannell Peter B & Co Inc | 2,025 | $292.7K | 0.01% | −150−6.9% | Reduced |
| Argent Capital Management LLC | 2,017 | $291.6K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,988 | $287.4K | 0.01% | −5,916−74.8% | Reduced |
| Strid Group, LLC | 1,953 | $282.3K | 0.06% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 1,944 | $281.0K | 0.26% | −318−14.1% | Reduced |
| Neo Ivy Capital Management | 1,940 | $280.0K | 0.12% | +1,940 | New |
| Coppell Advisory Solutions LLC | 1,125 | $279.2K | 0.10% | −52−4.4% | Reduced |
| MUFG Securities EMEA plc | 1,929 | $278.8K | 0.03% | +522+37.1% | Added |
| Guardian Capital Advisors LP | 1,980 | $278.1K | 0.03% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,910 | $276.1K | 0.05% | −226−10.6% | Reduced |
| Union Savings Bank | 1,908 | $275.8K | 0.17% | 00.0% | Unchanged |
| First Trust Advisors LP | 1,903 | $275.1K | 0.00% | −18,649−90.7% | Reduced |
| Glenview Trust Co | 1,890 | $273.2K | 0.01% | −638−25.2% | Reduced |
| Integrated Advisors Network LLC | 1,884 | $272.3K | 0.02% | −34−1.8% | Reduced |
| SeaCrest Wealth Management, LLC | 1,880 | $271.8K | 0.04% | −5,215−73.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,861 | $269.0K | 0.01% | −179−8.8% | Reduced |
| TD Waterhouse Canada Inc. | 1,845 | $266.0K | 0.00% | −306−14.2% | Reduced |
| Ballentine Partners, LLC | 1,837 | $265.5K | 0.01% | +602+48.7% | Added |
| Waldron Private Wealth LLC | 1,821 | $263.2K | 0.01% | +345+23.4% | Added |
| Empowered Funds, LLC | 1,812 | $261.9K | 0.01% | +336+22.8% | Added |
| TD Private Client Wealth LLC | 1,809 | $261.5K | 0.01% | +6+0.3% | Added |
| Simon Quick Advisors, LLC | 1,793 | $259.2K | 0.02% | +1,793 | New |
| Simmons Bank | 1,788 | $258.5K | 0.02% | +223+14.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,780 | $257.3K | 0.17% | −100−5.3% | Reduced |
| AlphaStar Capital Management, LLC | 1,779 | $257.2K | 0.03% | +363+25.6% | Added |
| Wedbush Securities Inc | 1,775 | $257.0K | 0.01% | −48−2.6% | Reduced |
| Belpointe Asset Management LLC | 1,773 | $256.4K | 0.03% | +106+6.4% | Added |
| Brevan Howard Capital Management LP | 1,769 | $255.7K | 0.08% | +1,769 | New |
| Marex Group plc | 1,756 | $253.8K | 0.04% | −2,819−61.6% | Reduced |
| GenWealth Group, Inc. | 1,739 | $251.4K | 0.08% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,737 | $251.1K | 0.01% | −148−7.9% | Reduced |
| 1776 Wealth LLC | 1,730 | $250.1K | 0.13% | 00.0% | Unchanged |
| Sender Co & Partners, Inc. | 1,721 | $248.8K | 0.41% | +1,721 | New |
| Hilltop Holdings Inc. | 1,692 | $244.6K | 0.03% | +254+17.7% | Added |
| Kingsview Wealth Management, LLC | 1,674 | $242.0K | 0.01% | +1,674 | New |
| Telemus Capital, LLC | 1,665 | $240.7K | 0.02% | −207−11.1% | Reduced |
| Capital Advisors Inc | 1,644 | $237.6K | 0.01% | −5−0.3% | Reduced |
| Keystone Wealth Services, LLC | 1,594 | $230.4K | 0.09% | +1,594 | New |
| Advisors Asset Management, Inc. | 1,568 | $226.7K | 0.00% | −3,249−67.4% | Reduced |
| Lincoln Capital LLC | 1,560 | $225.5K | 0.06% | −10,109−86.6% | Reduced |
| First County Bank | 1,553 | $224.5K | 0.12% | −60−3.7% | Reduced |
| Symmetry Partners, LLC | 1,538 | $222.0K | 0.01% | −1,045−40.5% | Reduced |
| Insigneo Advisory Services, LLC | 1,533 | $221.6K | 0.05% | +115+8.1% | Added |