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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 3,092 | $452.2K | 0.05% | +812+35.6% | Added |
| Burford Brothers, Inc. | 3,110 | $454.8K | 0.32% | +3,110 | New |
| ABN AMRO Bank N.V. | 3,105 | $455.1K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,114 | $455.4K | 0.01% | −156−4.8% | Reduced |
| Cambridge Trust Co | 3,126 | $457.2K | 0.02% | −112−3.5% | Reduced |
| MV Capital Management, Inc. | 3,131 | $457.9K | 0.06% | −4,344−58.1% | Reduced |
| HighPoint Advisor Group LLC | 3,293 | $458.0K | 0.03% | +3,293 | New |
| Twinbeech Capital LP | 3,148 | $460.4K | 0.01% | +3,148 | New |
| Greenleaf Trust | 3,164 | $462.7K | 0.00% | −2,329−42.4% | Reduced |
| Stonegate Investment Group, LLC | 3,170 | $463.7K | 0.02% | −186−5.5% | Reduced |
| Profund Advisors LLC | 3,191 | $466.7K | 0.02% | +491+18.2% | Added |
| NEOS Investment Management LLC | 3,259 | $476.6K | 0.05% | +1,015+45.2% | Added |
| Insigneo Advisory Services, LLC | 3,281 | $479.8K | 0.07% | +1,748+114.0% | Added |
| Boston Family Office LLC | 3,292 | $481.0K | 0.04% | −23−0.7% | Reduced |
| Edgestream Partners, L.P. | 3,301 | $482.8K | 0.03% | +325+10.9% | Added |
| Lincoln National Corp | 3,327 | $486.5K | 0.01% | −957−22.3% | Reduced |
| Haverford Trust Co | 3,331 | $487.2K | 0.01% | −124−3.6% | Reduced |
| Intech Investment Management LLC | 3,359 | $491.3K | 0.01% | −619−15.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,366 | $492.3K | 0.02% | +66+2.0% | Added |
| D.A. Davidson & Co. | 3,387 | $495.3K | 0.00% | −137−3.9% | Reduced |
| Retirement Guys Formula LLC | 3,389 | $495.6K | 0.27% | +448+15.2% | Added |
| V-Square Quantitative Management LLC | 3,397 | $496.8K | 0.12% | +2,041+150.5% | Added |
| CAPROCK Group, Inc. | 3,431 | $501.8K | 0.03% | +129+3.9% | Added |
| Gryphon Financial Partners LLC | 1,817 | $502.1K | 0.09% | −570−23.9% | Reduced |
| Ramiah Investment Group | 3,446 | $504.0K | 0.47% | +536+18.4% | Added |
| Invera Wealth Advisors, LLC | 3,449 | $504.4K | 0.32% | +3,449 | New |
| Avantax Advisory Services, Inc. | 3,483 | $509.4K | 0.01% | −700−16.7% | Reduced |
| Chesley Taft & Associates LLC | 3,493 | $510.9K | 0.03% | −108−3.0% | Reduced |
| Beach Investment Counsel Inc | 3,515 | $514.0K | 0.06% | +50+1.4% | Added |
| Financial Counselors Inc | 3,538 | $517.4K | 0.01% | −123−3.4% | Reduced |
| CWM, LLC | 3,545 | $518.0K | 0.00% | −468−11.7% | Reduced |
| Signaturefd, LLC | 3,543 | $518.2K | 0.01% | −52−1.4% | Reduced |
| Jefferies Financial Group Inc. | 3,570 | $522.1K | 0.01% | +3,570 | New |
| Comgest Global Investors S.A.S. | 3,579 | $523.4K | 0.01% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 3,588 | $524.7K | 0.00% | −8,870−71.2% | Reduced |
| Private Advisor Group, LLC | 3,614 | $528.5K | 0.00% | −625−14.7% | Reduced |
| Wealth Alliance | 3,627 | $530.4K | 0.07% | +260+7.7% | Added |
| United Bank | 3,700 | $541.1K | 0.30% | −995−21.2% | Reduced |
| Quadcap Wealth Management, LLC | 3,721 | $544.2K | 0.14% | +3,721 | New |
| Old National Bancorp | 3,724 | $544.6K | 0.01% | −527−12.4% | Reduced |
| Sapient Capital LLC | 3,758 | $549.6K | 0.01% | +3,758 | New |
| Columbia Trust Co 01012016 | 3,773 | $551.8K | 0.25% | +270+7.7% | Added |
| Wahed Invest LLC | 3,806 | $556.6K | 0.16% | +254+7.2% | Added |
| Brookstone Capital Management | 3,813 | $557.6K | 0.01% | +756+24.7% | Added |
| Integrated Wealth Concepts LLC | 3,852 | $563.4K | 0.01% | −632−14.1% | Reduced |
| Roberts Glore & Co Inc | 3,860 | $564.5K | 0.18% | +3,860 | New |
| We Are One Seven, LLC | 3,890 | $568.9K | 0.03% | +394+11.3% | Added |
| Alps Advisors Inc | 3,981 | $582.2K | 0.00% | +1,196+42.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 4,000 | $585.0K | 0.01% | −21,700−84.4% | Reduced |
| SS&H Financial Advisors, Inc. | 4,030 | $589.0K | 0.25% | −500−11.0% | Reduced |
| National Asset Management, Inc. | 4,032 | $589.7K | 0.02% | −16,917−80.8% | Reduced |
| Tiaa Trust, National Association | 4,049 | $592.2K | 0.00% | +679+20.1% | Added |
| Wetherby Asset Management Inc | 4,154 | $607.5K | 0.03% | −1,540−27.0% | Reduced |
| GWM Advisors LLC | 4,579 | $612.5K | 0.01% | −3,098−40.4% | Reduced |
| Cetera Investment Advisers | 4,199 | $614.0K | 0.00% | +411+10.9% | Added |
| Coldstream Capital Management Inc | 4,209 | $615.5K | 0.02% | +437+11.6% | Added |
| Scotia Capital Inc. | 4,242 | $620.4K | 0.00% | +1,024+31.8% | Added |
| Cabot Wealth Management Inc | 4,281 | $626.1K | 0.09% | −457−9.6% | Reduced |
| Nicolet Bankshares Inc | 4,282 | $626.2K | 0.17% | −189−4.2% | Reduced |
| MidWestOne Financial Group, Inc. | 4,308 | $630.1K | 0.12% | −357−7.7% | Reduced |
| Sonnipe Ltd | 4,314 | $630.9K | 0.08% | +4,314 | New |
| First Trust Advisors LP | 4,342 | $635.0K | 0.00% | +2,439+128.2% | Added |
| Gsa Capital Partners LLP | 4,362 | $638.0K | 0.05% | −7,411−62.9% | Reduced |
| Nichols & Pratt Advisers LLP | 4,377 | $640.1K | 0.05% | −115−2.6% | Reduced |
| Northwest Bank & Trust Co | 4,412 | $645.2K | 0.58% | +4,412 | New |
| Ellevest, Inc. | 4,412 | $645.3K | 0.04% | +398+9.9% | Added |
| Glenview Trust Co | 4,420 | $646.4K | 0.02% | +2,530+133.9% | Added |
| La Financiere de L'Echiquier | 4,445 | $650.1K | 0.03% | −1,144−20.5% | Reduced |
| Clark Capital Management Group, Inc. | 4,462 | $652.6K | 0.01% | +4,462 | New |
| Vinva Investment Management Ltd | 4,491 | $662.6K | 0.05% | +522+13.2% | Added |
| MAI Capital Management | 4,549 | $665.3K | 0.01% | −791−14.8% | Reduced |
| Meeder Advisory Services, Inc. | 4,589 | $671.1K | 0.08% | +268+6.2% | Added |
| Veriti Management LLC | 4,617 | $675.2K | 0.06% | +787+20.5% | Added |
| Ieq Capital, LLC | 4,649 | $679.9K | 0.01% | −3,105−40.0% | Reduced |
| Iowa State Bank | 4,651 | $680.2K | 0.16% | −32−0.7% | Reduced |
| Huntington National Bank | 4,655 | $680.8K | 0.01% | −576−11.0% | Reduced |
| Helios Capital Management Pte. Ltd | 4,750 | $694.7K | 0.55% | +4,750 | New |
| Congress Asset Management Co | 4,794 | $701.1K | 0.01% | −71,457−93.7% | Reduced |
| Guardian Investment Management | 4,800 | $702.0K | 0.60% | −150−3.0% | Reduced |
| Enterprise Bank & Trust Co | 4,858 | $710.5K | 0.25% | +164+3.5% | Added |
| CSU Producer Resources, Inc. | 4,900 | $716.6K | 2.52% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,917 | $719.1K | 0.06% | −432−8.1% | Reduced |
| Vestcor Inc | 4,932 | $721.0K | 0.02% | −65−1.3% | Reduced |
| Dover Advisors, LLC | 4,943 | $722.9K | 0.95% | −919−15.7% | Reduced |
| Apollon Wealth Management, LLC | 4,950 | $723.9K | 0.03% | +1,411+39.9% | Added |
| U S Global Investors Inc | 5,000 | $731.3K | 0.05% | +5,000 | New |
| Saranac Partners Ltd | 5,022 | $734.5K | 0.49% | −21,177−80.8% | Reduced |
| Northcape Capital Pty Ltd | 5,100 | $746.0K | 0.09% | +584+12.9% | Added |
| Concurrent Investment Advisors, LLC | 5,146 | $752.6K | 0.04% | +5,146 | New |
| Brinker Capital Investments, LLC | 5,432 | $755.3K | 0.01% | +723+15.4% | Added |
| Orion Portfolio Solutions, LLC | 5,432 | $755.3K | 0.01% | +723+15.4% | Added |
| Hudson Value Partners, LLC | 5,170 | $756.1K | 0.35% | −1,190−18.7% | Reduced |
| Cipher Capital LP | 5,199 | $760.4K | 0.25% | +5,199 | New |
| Public Sector Pension Investment Board | 5,215 | $762.7K | 0.01% | −19,649−79.0% | Reduced |
| River & Mercantile Asset Management LLP | 5,230 | $765.3K | 0.14% | +1,890+56.6% | Added |
| William Allan, LLC | 5,305 | $776.0K | 0.56% | −240−4.3% | Reduced |
| Webster Bank, N. A. | 5,325 | $778.8K | 0.10% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,361 | $784.0K | 0.01% | −928−14.8% | Reduced |
| Investment Management Corp of Ontario | 5,459 | $798.4K | 0.02% | +5,459 | New |
| Cyndeo Wealth Partners, LLC | 5,472 | $800.3K | 0.07% | −1,330−19.6% | Reduced |