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 |
|---|---|---|---|---|---|
| Quadcap Wealth Management, LLC | 3,721 | $544.2K | 0.14% | +3,721 | New |
| United Bank | 3,700 | $541.1K | 0.30% | −995−21.2% | Reduced |
| Wealth Alliance | 3,627 | $530.4K | 0.07% | +260+7.7% | Added |
| Private Advisor Group, LLC | 3,614 | $528.5K | 0.00% | −625−14.7% | Reduced |
| Hudson Bay Capital Management LP | 3,588 | $524.7K | 0.00% | −8,870−71.2% | Reduced |
| Comgest Global Investors S.A.S. | 3,579 | $523.4K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 3,570 | $522.1K | 0.01% | +3,570 | New |
| Signaturefd, LLC | 3,543 | $518.2K | 0.01% | −52−1.4% | Reduced |
| CWM, LLC | 3,545 | $518.0K | 0.00% | −468−11.7% | Reduced |
| Financial Counselors Inc | 3,538 | $517.4K | 0.01% | −123−3.4% | Reduced |
| Beach Investment Counsel Inc | 3,515 | $514.0K | 0.06% | +50+1.4% | Added |
| Chesley Taft & Associates LLC | 3,493 | $510.9K | 0.03% | −108−3.0% | Reduced |
| Avantax Advisory Services, Inc. | 3,483 | $509.4K | 0.01% | −700−16.7% | Reduced |
| Invera Wealth Advisors, LLC | 3,449 | $504.4K | 0.32% | +3,449 | New |
| Ramiah Investment Group | 3,446 | $504.0K | 0.47% | +536+18.4% | Added |
| Gryphon Financial Partners LLC | 1,817 | $502.1K | 0.09% | −570−23.9% | Reduced |
| CAPROCK Group, Inc. | 3,431 | $501.8K | 0.03% | +129+3.9% | Added |
| V-Square Quantitative Management LLC | 3,397 | $496.8K | 0.12% | +2,041+150.5% | Added |
| Retirement Guys Formula LLC | 3,389 | $495.6K | 0.27% | +448+15.2% | Added |
| D.A. Davidson & Co. | 3,387 | $495.3K | 0.00% | −137−3.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,366 | $492.3K | 0.02% | +66+2.0% | Added |
| Intech Investment Management LLC | 3,359 | $491.3K | 0.01% | −619−15.6% | Reduced |
| Haverford Trust Co | 3,331 | $487.2K | 0.01% | −124−3.6% | Reduced |
| Lincoln National Corp | 3,327 | $486.5K | 0.01% | −957−22.3% | Reduced |
| Edgestream Partners, L.P. | 3,301 | $482.8K | 0.03% | +325+10.9% | Added |
| Boston Family Office LLC | 3,292 | $481.0K | 0.04% | −23−0.7% | Reduced |
| Insigneo Advisory Services, LLC | 3,281 | $479.8K | 0.07% | +1,748+114.0% | Added |
| NEOS Investment Management LLC | 3,259 | $476.6K | 0.05% | +1,015+45.2% | Added |
| Profund Advisors LLC | 3,191 | $466.7K | 0.02% | +491+18.2% | Added |
| Stonegate Investment Group, LLC | 3,170 | $463.7K | 0.02% | −186−5.5% | Reduced |
| Greenleaf Trust | 3,164 | $462.7K | 0.00% | −2,329−42.4% | Reduced |
| Twinbeech Capital LP | 3,148 | $460.4K | 0.01% | +3,148 | New |
| HighPoint Advisor Group LLC | 3,293 | $458.0K | 0.03% | +3,293 | New |
| MV Capital Management, Inc. | 3,131 | $457.9K | 0.06% | −4,344−58.1% | Reduced |
| Cambridge Trust Co | 3,126 | $457.2K | 0.02% | −112−3.5% | Reduced |
| HB Wealth Management, LLC | 3,114 | $455.4K | 0.01% | −156−4.8% | Reduced |
| ABN AMRO Bank N.V. | 3,105 | $455.1K | 0.01% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 3,110 | $454.8K | 0.32% | +3,110 | New |
| Founders Financial Securities LLC | 3,092 | $452.2K | 0.05% | +812+35.6% | Added |
| IHT Wealth Management, LLC | 3,084 | $451.1K | 0.02% | −3,046−49.7% | Reduced |
| Summit Financial, LLC | 3,079 | $450.3K | 0.03% | +136+4.6% | Added |
| Tolleson Wealth Management, Inc. | 3,047 | $446.0K | 0.09% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,043 | $445.0K | 0.08% | +1,133+59.3% | Added |
| Madison Asset Management, LLC | 3,042 | $444.9K | 0.01% | −10,067−76.8% | Reduced |
| Umb Bank N A | 3,028 | $442.8K | 0.01% | +1,726+132.6% | Added |
| Acropolis Investment Management, LLC | 2,988 | $440.9K | 0.03% | −830−21.7% | Reduced |
| Capstone Investment Advisors, LLC | 3,005 | $439.5K | 0.01% | −11,763−79.7% | Reduced |
| Vantage Consulting Group Inc | 2,999 | $438.6K | 0.29% | +260+9.5% | Added |
| Mill Creek Capital Advisors, LLC | 2,955 | $432.2K | 0.01% | −41−1.4% | Reduced |
| Ostrum Asset Management | 2,946 | $430.9K | 0.04% | −311−9.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,893 | $423.1K | 0.01% | −8,749−75.2% | Reduced |
| Balentine LLC | 2,866 | $419.2K | 0.01% | +464+19.3% | Added |
| LifePlan Financial, LLC | 2,860 | $418.3K | 0.42% | +2,860 | New |
| Picton Mahoney Asset Management | 2,856 | $417.0K | 0.02% | +2,856 | New |
| Intrua Financial, LLC | 2,839 | $415.2K | 0.06% | +2,839 | New |
| Malaga Cove Capital, LLC | 2,803 | $409.9K | 0.17% | +2,803 | New |
| Hudson Valley Investment Advisors Inc | 2,948 | $409.9K | 0.06% | −4,390−59.8% | Reduced |
| Advisory Services Network, LLC | 2,801 | $409.7K | 0.01% | −623−18.2% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 2,800 | $409.5K | 0.25% | +2,800 | New |
| Meridian Wealth Management, LLC | 2,799 | $409.4K | 0.03% | +2,799 | New |
| Financial Advisory Corp | 2,796 | $409.0K | 0.19% | +2,796 | New |
| Tritonpoint Wealth, LLC | 2,788 | $407.8K | 0.04% | +2,788 | New |
| Values Added Financial LLC | 2,784 | $407.2K | 0.33% | −182−6.1% | Reduced |
| Tremblant Capital Group | 2,775 | $405.8K | 0.05% | +2,775 | New |
| InterOcean Capital Group, LLC | 2,762 | $404.0K | 0.01% | −52−1.8% | Reduced |
| Mirabaud & Cie SA | 2,758 | $403.4K | 0.13% | +2,758 | New |
| Intrust Bank NA | 2,750 | $402.2K | 0.05% | −405−12.8% | Reduced |
| Ofi Invest Asset Management | 3,035 | $401.8K | 0.01% | +2,302+314.1% | Added |
| SOA Wealth Advisors, LLC. | 2,745 | $401.5K | 0.09% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 2,740 | $400.7K | 0.04% | −10,997−80.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,731 | $399.4K | 0.13% | +206+8.2% | Added |
| Quadrant Capital Group LLC | 2,698 | $394.6K | 0.03% | −165−5.8% | Reduced |
| Teza Capital Management LLC | 2,689 | $393.3K | 0.07% | +2,689 | New |
| Allworth Financial LP | 2,683 | $392.4K | 0.00% | −612−18.6% | Reduced |
| NorthRock Partners, LLC | 2,661 | $389.2K | 0.02% | +226+9.3% | Added |
| Pinnacle Associates Ltd | 2,654 | $388.1K | 0.01% | −72−2.6% | Reduced |
| Walker Asset Management, LLC | 2,650 | $387.6K | 0.28% | 00.0% | Unchanged |
| Bowman & Co S.C. | 2,640 | $386.8K | 0.27% | +154+6.2% | Added |
| Abacus Planning Group, Inc. | 2,634 | $385.2K | 0.08% | −24−0.9% | Reduced |
| First Bank & Trust | 2,632 | $384.9K | 0.09% | −878−25.0% | Reduced |
| Apexium Financial, LP | 2,632 | $384.9K | 0.03% | +503+23.6% | Added |
| Brown Brothers Harriman & Co | 2,621 | $383.3K | 0.00% | −1,790−40.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,618 | $382.9K | 0.01% | −132−4.8% | Reduced |
| Spears Abacus Advisors LLC | 2,600 | $380.3K | 0.03% | −425−14.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,585 | $378.1K | 0.15% | −40−1.5% | Reduced |
| Everence Capital Management Inc | 2,580 | $377.0K | 0.03% | −2,360−47.8% | Reduced |
| Keybank National Association | 2,567 | $375.4K | 0.00% | −1,940−43.0% | Reduced |
| Clearstead Advisors, LLC | 2,556 | $373.8K | 0.02% | +86+3.5% | Added |
| Sequoia Financial Advisors, LLC | 2,502 | $365.9K | 0.00% | +1,030+70.0% | Added |
| Cooper Financial Group | 2,500 | $365.6K | 0.07% | −91−3.5% | Reduced |
| First Foundation Advisors | 2,475 | $362.0K | 0.02% | −3,048−55.2% | Reduced |
| Davis R M Inc | 2,474 | $361.8K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,470 | $361.0K | 0.07% | 00.0% | Unchanged |
| Versor Investments LP | 2,467 | $360.8K | 0.07% | +2,467 | New |
| FineMark National Bank & Trust | 2,459 | $359.6K | 0.01% | −534−17.8% | Reduced |
| Welch & Forbes LLC | 2,450 | $358.3K | 0.01% | −640−20.7% | Reduced |
| Cove Private Wealth, LLC | 2,450 | $358.3K | 0.34% | +2,450 | New |
| Clarius Group, LLC | 2,447 | $357.9K | 0.03% | +417+20.5% | Added |
| Checchi Capital Advisers, LLC | 2,433 | $355.8K | 0.03% | −615−20.2% | Reduced |
| MUFG Securities EMEA plc | 2,429 | $355.2K | 0.03% | +500+25.9% | Added |