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 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 758 | $110.9K | 0.01% | +756+37,800.0% | Added |
| Capital Advisors, Ltd. LLC | 759 | $111.0K | 0.02% | −214−22.0% | Reduced |
| CNB Bank | 801 | $117.1K | 0.06% | −228−22.2% | Reduced |
| Chesapeake Asset Management LLC | 813 | $118.9K | 0.11% | +813 | New |
| Wetzel Investment Advisors, Inc. | 817 | $119.0K | 0.07% | +817 | New |
| Grove Bank & Trust | 829 | $121.2K | 0.02% | −3−0.4% | Reduced |
| Parkside Financial Bank & Trust | 866 | $126.7K | 0.02% | −307−26.2% | Reduced |
| HM Payson & Co | 919 | $134.4K | 0.00% | −14−1.5% | Reduced |
| Paladin Advisory Group, LLC | 925 | $135.3K | 0.11% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 992 | $145.1K | 0.03% | −5−0.5% | Reduced |
| TD Private Client Wealth LLC | 1,009 | $147.6K | 0.01% | −800−44.2% | Reduced |
| Elgethun Capital Management | 1,013 | $148.1K | 0.04% | +1+0.1% | Added |
| Heritage Wealth Advisors | 1,029 | $150.5K | 0.01% | −135−11.6% | Reduced |
| Penserra Capital Management LLC | 1,088 | $158.0K | 0.00% | −223−17.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,115 | $162.0K | 0.00% | +31+2.9% | Added |
| GAMMA Investing LLC | 1,231 | $162.5K | 0.04% | +1,231 | New |
| Tobam | 1,149 | $168.0K | 0.01% | −199−14.8% | Reduced |
| Montag A & Associates Inc | 1,150 | $168.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,173 | $171.6K | 0.03% | +98+9.1% | Added |
| Glassman Wealth Services | 1,174 | $171.7K | 0.02% | +16+1.4% | Added |
| Center for Financial Planning, Inc. | 1,178 | $172.3K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,218 | $178.0K | 0.08% | −131−9.7% | Reduced |
| TD Waterhouse Canada Inc. | 1,232 | $182.4K | 0.00% | −613−33.2% | Reduced |
| Bartlett & Co. LLC | 1,269 | $187.0K | 0.00% | −200−13.6% | Reduced |
| Park Place Capital Corp | 1,280 | $187.2K | 0.07% | +76+6.3% | Added |
| Bartlett & Co. Wealth Management LLC | 1,269 | $187.2K | 0.00% | −200−13.6% | Reduced |
| Baldwin Brothers Inc | 1,300 | $190.1K | 0.01% | −90−6.5% | Reduced |
| Federated Hermes, Inc. | 1,302 | $190.4K | 0.00% | +715+121.8% | Added |
| Desjardins Global Asset Management Inc. | 1,346 | $196.9K | 0.02% | +18+1.4% | Added |
| AJOVista, LLC | 1,355 | $198.2K | 0.25% | +1,355 | New |
| Mark Sheptoff Financial Planning, LLC | 1,380 | $201.8K | 0.12% | −400−22.5% | Reduced |
| Perigon Wealth Management, LLC | 1,382 | $202.2K | 0.01% | +1,382 | New |
| Waypoint Capital Advisors, LLC | 1,385 | $202.6K | 0.06% | −139−9.1% | Reduced |
| S.A. Mason LLC | 1,391 | $203.4K | 0.14% | −75−5.1% | Reduced |
| Colony Group, LLC | 1,397 | $204.0K | 0.00% | +1,397 | New |
| Syon Capital LLC | 1,399 | $204.6K | 0.02% | −875−38.5% | Reduced |
| Ballentine Partners, LLC | 1,407 | $205.8K | 0.00% | −430−23.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,407 | $205.8K | 0.01% | −8−0.6% | Reduced |
| Paragon Financial Partners, Inc. | 1,426 | $208.6K | 0.20% | 00.0% | Unchanged |
| Shelton Capital Management | 1,427 | $208.7K | 0.01% | −100−6.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,439 | $210.5K | 0.01% | −5−0.3% | Reduced |
| Atlas Capital Advisors LLC | 1,443 | $211.0K | 0.03% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,455 | $212.8K | 0.02% | −2−0.1% | Reduced |
| First County Bank | 1,466 | $214.4K | 0.10% | −87−5.6% | Reduced |
| Linscomb & Williams, Inc. | 1,469 | $214.8K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,473 | $215.5K | 0.05% | +6+0.4% | Added |
| Independence Bank of Kentucky | 1,480 | $216.4K | 0.08% | −1,613−52.2% | Reduced |
| Savant Capital, LLC | 1,480 | $216.5K | 0.00% | +1,480 | New |
| Vestmark Advisory Solutions, Inc. | 1,484 | $217.0K | 0.01% | +1,484 | New |
| Penobscot Investment Management Company, Inc. | 1,485 | $217.2K | 0.03% | −2,206−59.8% | Reduced |
| Virtue Capital Management, LLC | 1,605 | $219.3K | 0.04% | −973−37.7% | Reduced |
| Capula Management Ltd | 1,500 | $219.4K | 0.01% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,512 | $221.1K | 0.02% | 00.0% | Unchanged |
| Papp L Roy & Associates | 1,517 | $221.9K | 0.03% | 00.0% | Unchanged |
| Boltwood Capital Management | 1,518 | $222.0K | 0.07% | −1,102−42.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,534 | $224.3K | 0.02% | +1,534 | New |
| Vise Technologies, Inc. | 1,547 | $226.3K | 0.05% | −704−31.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,549 | $226.5K | 0.02% | +123+8.6% | Added |
| Lincoln Capital LLC | 1,560 | $228.2K | 0.06% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,560 | $228.2K | 0.02% | +100+6.8% | Added |
| First Horizon Advisors, Inc. | 1,565 | $228.9K | 0.01% | +63+4.2% | Added |
| Wedbush Securities Inc | 1,568 | $229.0K | 0.01% | −207−11.7% | Reduced |
| Diversified Trust Co | 1,571 | $229.8K | 0.01% | −16,333−91.2% | Reduced |
| Chicago Partners Investment Group LLC | 1,822 | $229.9K | 0.01% | +1,822 | New |
| Jacobi Capital Management LLC | 1,578 | $230.8K | 0.02% | +1,578 | New |
| Simmons Bank | 1,580 | $231.1K | 0.02% | −208−11.6% | Reduced |
| Keystone Wealth Services, LLC | 1,593 | $233.0K | 0.08% | −1−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,599 | $233.8K | 0.04% | +131+8.9% | Added |
| AlTi Global, Inc. | 1,617 | $236.5K | 0.01% | +1,617 | New |
| Capital Advisors Inc | 1,643 | $240.3K | 0.01% | −1−0.1% | Reduced |
| Aptus Capital Advisors, LLC | 1,647 | $240.9K | 0.01% | −779−32.1% | Reduced |
| Farmers National Bank | 1,655 | $242.0K | 0.08% | +208+14.4% | Added |
| SeaCrest Wealth Management, LLC | 1,774 | $243.6K | 0.03% | −106−5.6% | Reduced |
| NewEdge Wealth, LLC | 1,672 | $244.5K | 0.01% | +151+9.9% | Added |
| 1776 Wealth LLC | 1,689 | $247.0K | 0.12% | −41−2.4% | Reduced |
| Conning Inc. | 1,708 | $249.8K | 0.01% | −23,812−93.3% | Reduced |
| Moreno Evelyn V | 1,737 | $254.0K | 0.12% | −14,755−89.5% | Reduced |
| GenWealth Group, Inc. | 1,739 | $254.3K | 0.07% | 00.0% | Unchanged |
| Marex Group plc | 1,749 | $255.8K | 0.01% | −7−0.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,749 | $255.8K | 0.01% | +748+74.7% | Added |
| Summit Trail Advisors, LLC | 1,762 | $257.7K | 0.01% | +25+1.4% | Added |
| Liberty Capital Management, Inc. | 1,789 | $261.6K | 0.07% | −1,210−40.3% | Reduced |
| Townsend Asset Management Corp | 1,803 | $263.6K | 0.12% | −514−22.2% | Reduced |
| Financial Advocates Investment Management | 1,807 | $264.3K | 0.02% | +309+20.6% | Added |
| Skopos Labs, Inc. | 1,813 | $265.2K | 0.13% | +1,813 | New |
| Principal Securities, Inc. | 1,823 | $266.6K | 0.01% | +1,823 | New |
| Simon Quick Advisors, LLC | 1,838 | $268.8K | 0.02% | +45+2.5% | Added |
| Davenport & Co LLC | 1,853 | $271.0K | 0.00% | +1,853 | New |
| Benjamin F. Edwards & Company, Inc. | 1,850 | $271.0K | 0.01% | +535+40.7% | Added |
| Systematic Portfolios LLC | 1,870 | $273.5K | 0.83% | +1,870 | New |
| Westwood Holdings Group Inc. | 1,873 | $274.0K | 0.00% | −371,094−99.5% | Reduced |
| Bokf, NA | 1,884 | $275.5K | 0.01% | −7,843−80.6% | Reduced |
| Guardian Capital Advisors LP | 1,992 | $276.9K | 0.03% | +12+0.6% | Added |
| Bailard, Inc. | 1,896 | $277.3K | 0.01% | −461−19.6% | Reduced |
| Waratah Capital Advisors Ltd. | 1,904 | $278.5K | 0.02% | +1,904 | New |
| Union Savings Bank | 1,913 | $279.8K | 0.16% | +5+0.3% | Added |
| Mirabella Financial Services LLP | 1,913 | $279.9K | 0.04% | +1,913 | New |
| Atria Wealth Solutions, Inc. | 1,917 | $280.3K | 0.00% | −282−12.8% | Reduced |
| Hartford Funds Management Co LLC | 1,917 | $280.4K | 0.03% | +1,917 | New |
| Stonebrook Private Inc. | 1,922 | $281.1K | 0.09% | +1,922 | New |