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, Q4 2023
Institutional positions in Estee Lauder Companies Inc as of Dec 31, 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
- 1,039
- +19 vs. Q3 2023
- Shares held
- 205.7M
- +4.15M (+2.1%) vs. Q3 2023
- Total value
- $30.1B
- +$911.3M (+3.1%) vs. Q3 2023
- New holders
- 159
- 297 more added
- Sold out
- 140
- 480 more reduced
17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Estee Lauder Companies Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 71 | $10.4K | 0.01% | −38−34.9% | Reduced |
| Laurel Wealth Advisors LLC | 76 | $11.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 85 | $11.4K | 0.00% | +85 | New |
| Anchor Investment Management, LLC | 78 | $11.4K | 0.00% | −377−82.9% | Reduced |
| JNBA Financial Advisors | 80 | $11.7K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 80 | $11.7K | 0.01% | +80 | New |
| New Millennium Group LLC | 82 | $12.0K | 0.01% | −6−6.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 83 | $12.1K | 0.00% | +83 | New |
| Motco | 85 | $12.4K | 0.00% | −68−44.4% | Reduced |
| DSM Capital Partners LLC | 94 | $13.7K | 0.00% | +94 | New |
| Oliver Lagore Vanvalin Investment Group | 95 | $13.9K | 0.01% | −4,197−97.8% | Reduced |
| Covestor Ltd | 95 | $14.0K | 0.01% | −13−12.0% | Reduced |
| Hexagon Capital Partners LLC | 96 | $14.0K | 0.00% | −19−16.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 99 | $14.5K | 0.00% | −1,300−92.9% | Reduced |
| Chilton Capital Management LLC | 100 | $14.6K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $14.6K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $14.6K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $14.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 100 | $14.6K | 0.01% | +100 | New |
| Cornerstone Planning Group LLC | 104 | $15.2K | 0.01% | +59+131.1% | Added |
| Core Alternative Capital | 105 | $15.4K | 0.00% | −231−68.8% | Reduced |
| Manchester Capital Management LLC | 110 | $16.1K | 0.00% | −240−68.6% | Reduced |
| AdvisorNet Financial, Inc | 112 | $16.4K | 0.00% | +87+348.0% | Added |
| Tortoise Investment Management, LLC | 114 | $16.7K | 0.00% | +25+28.1% | Added |
| Rothschild Investment LLC | 121 | $17.7K | 0.00% | +121 | New |
| Lee Financial Co | 121 | $17.7K | 0.00% | −33−21.4% | Reduced |
| Hall Laurie J Trustee | 130 | $19.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 130 | $19.0K | 0.00% | −28,011−99.5% | Reduced |
| AlphaMark Advisors, LLC | 140 | $20.0K | 0.01% | +140 | New |
| Fairfield Financial Advisors, LTD | 143 | $20.9K | 0.01% | −307−68.2% | Reduced |
| Voisard Asset Management Group, Inc. | 150 | $21.9K | 0.01% | +150 | New |
| NBC Securities, Inc. | 152 | $22.0K | 0.00% | −311−67.2% | Reduced |
| Sunbelt Securities, Inc. | 153 | $22.4K | 0.00% | −124−44.8% | Reduced |
| Evolution Advisers, Inc. | 157 | $23.0K | 0.01% | +157 | New |
| Deseret Mutual Benefit Administrators | 158 | $23.1K | 0.01% | +13+9.0% | Added |
| Harbor Investment Advisory, LLC | 160 | $23.4K | 0.00% | +60+60.0% | Added |
| JJJ Advisors Inc. | 160 | $23.4K | 0.01% | +121+310.3% | Added |
| Operose Advisors LLC | 164 | $24.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 168 | $24.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 170 | $24.9K | 0.01% | +7+4.3% | Added |
| General Partner, Inc. | 175 | $25.6K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 177 | $25.9K | 0.02% | +177 | New |
| Avion Wealth | 185 | $27.0K | 0.01% | +4+2.2% | Added |
| EntryPoint Capital, LLC | 190 | $27.8K | 0.03% | +190 | New |
| Acadian Asset Management LLC | 198 | $28.0K | 0.00% | −307−60.8% | Reduced |
| Quarry LP | 198 | $29.0K | 0.01% | +198 | New |
| Piscataqua Savings Bank | 200 | $29.3K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 206 | $30.1K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 217 | $31.7K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 220 | $32.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 220 | $32.2K | 0.01% | +220 | New |
| Institutional & Family Asset Management, LLC | 233 | $34.1K | 0.01% | +87+59.6% | Added |
| Oakworth Capital, Inc. | 236 | $34.5K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 241 | $35.2K | 0.02% | −11−4.4% | Reduced |
| CoreFirst Bank & Trust | 241 | $35.2K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 257 | $37.6K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 264 | $38.6K | 0.01% | +264 | New |
| ORG Partners LLC | 265 | $38.8K | 0.01% | −53−16.7% | Reduced |
| Washington Trust Advisors, Inc. | 268 | $39.2K | 0.00% | −56−17.3% | Reduced |
| ICA Group Wealth Management, LLC | 279 | $40.8K | 0.01% | +279 | New |
| Exchange Traded Concepts, LLC | 282 | $41.2K | 0.00% | +2+0.7% | Added |
| Northwest Financial Advisors | 299 | $43.8K | 0.04% | +299 | New |
| Harbour Investments, Inc. | 301 | $44.1K | 0.00% | +8+2.7% | Added |
| Massmutual Trust Co FSB | 320 | $46.8K | 0.00% | −234−42.2% | Reduced |
| Farther Finance Advisors, LLC | 339 | $49.6K | 0.00% | +85+33.5% | Added |
| MeadowBrook Investment Advisors LLC | 345 | $50.5K | 0.05% | +345 | New |
| Indiana Trust & Investment Management CO | 350 | $51.2K | 0.02% | −28−7.4% | Reduced |
| Hollencrest Capital Management | 354 | $51.8K | 0.00% | +80+29.2% | Added |
| TFC Financial Management | 362 | $52.9K | 0.01% | −10−2.7% | Reduced |
| First Manhattan Co | 374 | $54.7K | 0.00% | −125−25.1% | Reduced |
| GHP Investment Advisors, Inc. | 381 | $55.7K | 0.00% | −61−13.8% | Reduced |
| Spire Wealth Management | 446 | $56.1K | 0.00% | −564−55.8% | Reduced |
| Delta Asset Management LLC | 402 | $58.8K | 0.01% | −17−4.1% | Reduced |
| CVA Family Office, LLC | 417 | $61.0K | 0.01% | +417 | New |
| Spectrum Wealth Counsel, LLC | 438 | $64.1K | 0.01% | +438 | New |
| Valley National Advisers Inc | 455 | $66.0K | 0.01% | −57−11.1% | Reduced |
| True Wealth Design, LLC | 453 | $66.3K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 468 | $68.4K | 0.08% | +468 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 510 | $74.6K | 0.01% | +256+100.8% | Added |
| Turim 21 Investimentos Ltda. | 520 | $76.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 597 | $77.5K | 0.00% | −47−7.3% | Reduced |
| Rakuten Investment Management, Inc. | 574 | $84.7K | 0.00% | +574 | New |
| MCF Advisors LLC | 585 | $85.6K | 0.01% | +395+207.9% | Added |
| Quent Capital, LLC | 594 | $86.8K | 0.01% | −306−34.0% | Reduced |
| Ci Investments Inc. | 597 | $87.0K | 0.00% | −1,674−73.7% | Reduced |
| Smithfield Trust Co | 600 | $88.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 611 | $89.4K | 0.01% | +35+6.1% | Added |
| Plante Moran Financial Advisors, LLC | 618 | $90.4K | 0.01% | +6+1.0% | Added |
| Horizon Bancorp Inc | 643 | $94.0K | 0.05% | +36+5.9% | Added |
| EverSource Wealth Advisors, LLC | 667 | $97.5K | 0.01% | +96+16.8% | Added |
| Peoples Bank | 670 | $98.0K | 0.08% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 686 | $100.3K | 0.02% | −100−12.7% | Reduced |
| Private Trust Co NA | 687 | $100.5K | 0.01% | −180−20.8% | Reduced |
| Trust Co of Vermont | 699 | $102.2K | 0.01% | −50−6.7% | Reduced |
| Alta Advisers Ltd | 700 | $102.4K | 0.05% | 00.0% | Unchanged |
| Central Bank & Trust Co | 737 | $107.8K | 0.02% | −31−4.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 738 | $107.9K | 0.06% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 739 | $108.1K | 0.00% | −49−6.2% | Reduced |
| Banco de Sabadell, S.A | 744 | $109.0K | 0.08% | −8−1.1% | Reduced |
| IFP Advisors, Inc | 746 | $109.0K | 0.01% | −39−5.0% | Reduced |