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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 1,527 | $220.7K | 0.01% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 1,524 | $220.3K | 0.07% | −63−4.0% | Reduced |
| NewEdge Wealth, LLC | 1,521 | $219.8K | 0.01% | −11,034−87.9% | Reduced |
| Papp L Roy & Associates | 1,517 | $219.3K | 0.03% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,512 | $218.6K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,502 | $217.1K | 0.01% | −33−2.1% | Reduced |
| Capula Management Ltd | 1,500 | $216.8K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 1,498 | $216.5K | 0.02% | −22,425−93.7% | Reduced |
| Financial Advocates Investment Management | 1,498 | $216.5K | 0.02% | −88−5.5% | Reduced |
| Emfo, LLC | 1,476 | $213.4K | 0.20% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,084 | $213.0K | 0.00% | +745+219.8% | Added |
| Sequoia Financial Advisors, LLC | 1,472 | $212.8K | 0.00% | +278+23.3% | Added |
| 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 |
| Pinnacle Wealth Planning Services, Inc. | 1,468 | $212.1K | 0.03% | −321−17.9% | Reduced |
| Gleason Group, Inc. | 1,467 | $212.0K | 0.06% | +7+0.5% | Added |
| Bartlett & Co. LLC | 1,469 | $212.0K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,466 | $211.9K | 0.15% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,460 | $211.0K | 0.02% | +100+7.4% | Added |
| Monticello Wealth Management, LLC | 1,457 | $210.6K | 0.02% | +1,457 | New |
| Calamos Wealth Management LLC | 1,456 | $210.5K | 0.02% | −21,630−93.7% | Reduced |
| Farmers National Bank | 1,447 | $209.2K | 0.07% | +66+4.8% | Added |
| NorthCrest Asset Manangement, LLC | 1,444 | $208.7K | 0.01% | +5+0.3% | Added |
| Atlas Capital Advisors LLC | 1,443 | $208.6K | 0.03% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,431 | $206.9K | 0.03% | +1,431 | New |
| Paragon Financial Partners, Inc. | 1,426 | $206.1K | 0.21% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,426 | $206.1K | 0.02% | −30−2.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,415 | $204.5K | 0.01% | +8+0.6% | Added |
| China Universal Asset Management Co., Ltd. | 1,399 | $202.2K | 0.06% | +1,399 | New |
| Cookson Peirce & Co Inc | 1,400 | $202.0K | 0.01% | +1,400 | New |
| Old North State Trust, LLC | 1,392 | $201.0K | 0.16% | −72−4.9% | Reduced |
| Baldwin Brothers Inc | 1,390 | $200.9K | 0.02% | −9,969−87.8% | Reduced |
| Independent Advisor Alliance | 1,386 | $200.3K | 0.01% | +300+27.6% | Added |
| V-Square Quantitative Management LLC | 1,356 | $196.0K | 0.09% | +1,356 | New |
| 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 |
| Desjardins Global Asset Management Inc. | 1,328 | $192.0K | 0.02% | −1,075−44.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,315 | $190.0K | 0.01% | +96+7.9% | Added |
| Penserra Capital Management LLC | 1,311 | $189.0K | 0.00% | −198−13.1% | Reduced |
| Umb Bank N A | 1,302 | $188.2K | 0.00% | −1,455−52.8% | Reduced |
| Park Place Capital Corp | 1,204 | $174.0K | 0.05% | −110−8.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 649 | $172.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,178 | $170.3K | 0.04% | +22+1.9% | Added |
| Parkside Financial Bank & Trust | 1,173 | $169.6K | 0.04% | +200+20.6% | Added |
| Heritage Wealth Advisors | 1,164 | $168.3K | 0.01% | −718−38.2% | Reduced |
| Glassman Wealth Services | 1,158 | $167.4K | 0.03% | −45−3.7% | Reduced |
| Montag A & Associates Inc | 1,150 | $166.2K | 0.01% | −555−32.6% | Reduced |
| Concord Wealth Partners | 1,075 | $155.4K | 0.03% | +954+788.4% | Added |
| CNB Bank | 1,029 | $148.7K | 0.09% | −221−17.7% | Reduced |
| Spire Wealth Management | 1,010 | $146.1K | 0.01% | −10,617−91.3% | Reduced |
| Elgethun Capital Management | 1,012 | $145.1K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,001 | $144.7K | 0.01% | +125+14.3% | Added |
| Capital Advisors, Ltd. LLC | 973 | $141.0K | 0.02% | +134+16.0% | Added |
| Amica Retiree Medical Trust | 940 | $136.0K | 0.16% | 00.0% | Unchanged |
| HM Payson & Co | 933 | $134.9K | 0.00% | +79+9.3% | Added |
| Paladin Advisory Group, LLC | 925 | $133.7K | 0.11% | 00.0% | Unchanged |
| Quent Capital, LLC | 900 | $130.2K | 0.02% | +109+13.8% | Added |
| Carolinas Wealth Consulting LLC | 997 | $128.5K | 0.03% | −21−2.1% | Reduced |
| Private Trust Co NA | 867 | $125.3K | 0.02% | −169−16.3% | Reduced |
| Grove Bank & Trust | 832 | $120.3K | 0.02% | +1+0.1% | Added |
| Icon Wealth Partners, LLC | 810 | $117.1K | 0.01% | +15+1.9% | Added |
| Magellan Asset Management Ltd | 788 | $113.9K | 0.00% | −18−2.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 786 | $113.6K | 0.02% | −33−4.0% | Reduced |
| IFP Advisors, Inc | 785 | $113.4K | 0.01% | +137+21.1% | Added |
| Central Bank & Trust Co | 768 | $111.0K | 0.02% | −2,786−78.4% | Reduced |
| Trust Co of Vermont | 749 | $108.3K | 0.01% | −52−6.5% | Reduced |
| Banco de Sabadell, S.A | 752 | $108.0K | 0.09% | +301+66.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 738 | $106.7K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $101.2K | 0.06% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 733 | $100.1K | 0.00% | −34,095−97.9% | Reduced |
| Peoples Bank | 670 | $96.8K | 0.08% | +670 | New |
| Global Retirement Partners, LLC | 644 | $91.7K | 0.00% | −349−35.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 612 | $88.5K | 0.01% | −42−6.4% | Reduced |
| Horizon Bancorp Inc | 607 | $88.0K | 0.06% | +514+552.7% | Added |
| Smithfield Trust Co | 600 | $87.0K | 0.01% | −29−4.6% | Reduced |
| Federated Hermes, Inc. | 587 | $84.9K | 0.00% | −58,661−99.0% | Reduced |
| Proequities, Inc. | 576 | $83.3K | 0.01% | +107+22.8% | Added |
| EverSource Wealth Advisors, LLC | 571 | $82.4K | 0.01% | +81+16.5% | Added |
| Massmutual Trust Co FSB | 554 | $80.1K | 0.00% | +362+188.5% | Added |
| BluePath Capital Management, LLC | 521 | $75.3K | 0.07% | +521 | New |
| Turim 21 Investimentos Ltda. | 520 | $75.2K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 512 | $74.0K | 0.01% | +37+7.8% | Added |
| First Manhattan Co | 499 | $72.1K | 0.00% | −1,034−67.4% | Reduced |
| Acadian Asset Management LLC | 505 | $72.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 463 | $66.0K | 0.01% | +463 | New |
| Anchor Investment Management, LLC | 455 | $65.8K | 0.01% | −30−6.2% | Reduced |
| True Wealth Design, LLC | 453 | $65.5K | 0.02% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 450 | $65.0K | 0.03% | −306−40.5% | Reduced |
| GHP Investment Advisors, Inc. | 442 | $60.9K | 0.00% | +61+16.0% | Added |
| Delta Asset Management LLC | 419 | $60.6K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 382 | $54.8K | 0.01% | +382 | New |
| Indiana Trust & Investment Management CO | 378 | $54.6K | 0.03% | +378 | New |
| TFC Financial Management | 372 | $53.8K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 372 | $53.8K | 0.05% | 00.0% | Unchanged |
| Twin Tree Management, LP | 360 | $52.0K | 0.00% | −118,775−99.7% | Reduced |
| Manchester Capital Management LLC | 350 | $50.6K | 0.01% | −59−14.4% | Reduced |
| Core Alternative Capital | 336 | $48.6K | 0.01% | +155+85.6% | Added |
| Washington Trust Advisors, Inc. | 324 | $46.8K | 0.00% | +97+42.7% | Added |
| ORG Partners LLC | 318 | $46.0K | 0.01% | −16−4.8% | Reduced |
| Harbour Investments, Inc. | 293 | $42.4K | 0.00% | −3−1.0% | Reduced |