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 |
|---|---|---|---|---|---|
| Paragon Financial Partners, Inc. | 1,426 | $208.6K | 0.20% | 00.0% | Unchanged |
| 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 |
| Syon Capital LLC | 1,399 | $204.6K | 0.02% | −875−38.5% | Reduced |
| Colony Group, LLC | 1,397 | $204.0K | 0.00% | +1,397 | New |
| S.A. Mason LLC | 1,391 | $203.4K | 0.14% | −75−5.1% | Reduced |
| Waypoint Capital Advisors, LLC | 1,385 | $202.6K | 0.06% | −139−9.1% | Reduced |
| Perigon Wealth Management, LLC | 1,382 | $202.2K | 0.01% | +1,382 | New |
| Mark Sheptoff Financial Planning, LLC | 1,380 | $201.8K | 0.12% | −400−22.5% | Reduced |
| AJOVista, LLC | 1,355 | $198.2K | 0.25% | +1,355 | New |
| Desjardins Global Asset Management Inc. | 1,346 | $196.9K | 0.02% | +18+1.4% | Added |
| Federated Hermes, Inc. | 1,302 | $190.4K | 0.00% | +715+121.8% | Added |
| Baldwin Brothers Inc | 1,300 | $190.1K | 0.01% | −90−6.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,269 | $187.2K | 0.00% | −200−13.6% | Reduced |
| Park Place Capital Corp | 1,280 | $187.2K | 0.07% | +76+6.3% | Added |
| Bartlett & Co. LLC | 1,269 | $187.0K | 0.00% | −200−13.6% | Reduced |
| TD Waterhouse Canada Inc. | 1,232 | $182.4K | 0.00% | −613−33.2% | Reduced |
| Sentry Investment Management LLC | 1,218 | $178.0K | 0.08% | −131−9.7% | Reduced |
| Center for Financial Planning, Inc. | 1,178 | $172.3K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,174 | $171.7K | 0.02% | +16+1.4% | Added |
| Concord Wealth Partners | 1,173 | $171.6K | 0.03% | +98+9.1% | Added |
| Montag A & Associates Inc | 1,150 | $168.2K | 0.01% | 00.0% | Unchanged |
| Tobam | 1,149 | $168.0K | 0.01% | −199−14.8% | Reduced |
| GAMMA Investing LLC | 1,231 | $162.5K | 0.04% | +1,231 | New |
| Ronald Blue Trust, Inc. | 1,115 | $162.0K | 0.00% | +31+2.9% | Added |
| Penserra Capital Management LLC | 1,088 | $158.0K | 0.00% | −223−17.0% | Reduced |
| Heritage Wealth Advisors | 1,029 | $150.5K | 0.01% | −135−11.6% | Reduced |
| Elgethun Capital Management | 1,013 | $148.1K | 0.04% | +1+0.1% | Added |
| TD Private Client Wealth LLC | 1,009 | $147.6K | 0.01% | −800−44.2% | Reduced |
| Carolinas Wealth Consulting LLC | 992 | $145.1K | 0.03% | −5−0.5% | Reduced |
| Paladin Advisory Group, LLC | 925 | $135.3K | 0.11% | 00.0% | Unchanged |
| HM Payson & Co | 919 | $134.4K | 0.00% | −14−1.5% | Reduced |
| Parkside Financial Bank & Trust | 866 | $126.7K | 0.02% | −307−26.2% | Reduced |
| Grove Bank & Trust | 829 | $121.2K | 0.02% | −3−0.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 817 | $119.0K | 0.07% | +817 | New |
| Chesapeake Asset Management LLC | 813 | $118.9K | 0.11% | +813 | New |
| CNB Bank | 801 | $117.1K | 0.06% | −228−22.2% | Reduced |
| Capital Advisors, Ltd. LLC | 759 | $111.0K | 0.02% | −214−22.0% | Reduced |
| Johnson Financial Group, Inc. | 758 | $110.9K | 0.01% | +756+37,800.0% | Added |
| IFP Advisors, Inc | 746 | $109.0K | 0.01% | −39−5.0% | Reduced |
| Banco de Sabadell, S.A | 744 | $109.0K | 0.08% | −8−1.1% | Reduced |
| Magellan Asset Management Ltd | 739 | $108.1K | 0.00% | −49−6.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 738 | $107.9K | 0.06% | 00.0% | Unchanged |
| Central Bank & Trust Co | 737 | $107.8K | 0.02% | −31−4.0% | Reduced |
| Alta Advisers Ltd | 700 | $102.4K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 699 | $102.2K | 0.01% | −50−6.7% | Reduced |
| Private Trust Co NA | 687 | $100.5K | 0.01% | −180−20.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 686 | $100.3K | 0.02% | −100−12.7% | Reduced |
| Peoples Bank | 670 | $98.0K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 667 | $97.5K | 0.01% | +96+16.8% | Added |
| Horizon Bancorp Inc | 643 | $94.0K | 0.05% | +36+5.9% | Added |
| Plante Moran Financial Advisors, LLC | 618 | $90.4K | 0.01% | +6+1.0% | Added |
| Proequities, Inc. | 611 | $89.4K | 0.01% | +35+6.1% | Added |
| Smithfield Trust Co | 600 | $88.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 597 | $87.0K | 0.00% | −1,674−73.7% | Reduced |
| Quent Capital, LLC | 594 | $86.8K | 0.01% | −306−34.0% | Reduced |
| MCF Advisors LLC | 585 | $85.6K | 0.01% | +395+207.9% | Added |
| Rakuten Investment Management, Inc. | 574 | $84.7K | 0.00% | +574 | New |
| Global Retirement Partners, LLC | 597 | $77.5K | 0.00% | −47−7.3% | Reduced |
| Turim 21 Investimentos Ltda. | 520 | $76.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 510 | $74.6K | 0.01% | +256+100.8% | Added |
| Plato Investment Management Ltd | 468 | $68.4K | 0.08% | +468 | New |
| True Wealth Design, LLC | 453 | $66.3K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 455 | $66.0K | 0.01% | −57−11.1% | Reduced |
| Spectrum Wealth Counsel, LLC | 438 | $64.1K | 0.01% | +438 | New |
| CVA Family Office, LLC | 417 | $61.0K | 0.01% | +417 | New |
| Delta Asset Management LLC | 402 | $58.8K | 0.01% | −17−4.1% | Reduced |
| Spire Wealth Management | 446 | $56.1K | 0.00% | −564−55.8% | Reduced |
| GHP Investment Advisors, Inc. | 381 | $55.7K | 0.00% | −61−13.8% | Reduced |
| First Manhattan Co | 374 | $54.7K | 0.00% | −125−25.1% | Reduced |
| TFC Financial Management | 362 | $52.9K | 0.01% | −10−2.7% | Reduced |
| Hollencrest Capital Management | 354 | $51.8K | 0.00% | +80+29.2% | Added |
| Indiana Trust & Investment Management CO | 350 | $51.2K | 0.02% | −28−7.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 345 | $50.5K | 0.05% | +345 | New |
| Farther Finance Advisors, LLC | 339 | $49.6K | 0.00% | +85+33.5% | Added |
| Massmutual Trust Co FSB | 320 | $46.8K | 0.00% | −234−42.2% | Reduced |
| Harbour Investments, Inc. | 301 | $44.1K | 0.00% | +8+2.7% | Added |
| Northwest Financial Advisors | 299 | $43.8K | 0.04% | +299 | New |
| Exchange Traded Concepts, LLC | 282 | $41.2K | 0.00% | +2+0.7% | Added |
| ICA Group Wealth Management, LLC | 279 | $40.8K | 0.01% | +279 | New |
| Washington Trust Advisors, Inc. | 268 | $39.2K | 0.00% | −56−17.3% | Reduced |
| ORG Partners LLC | 265 | $38.8K | 0.01% | −53−16.7% | Reduced |
| SYSTM Wealth Solutions LLC | 264 | $38.6K | 0.01% | +264 | New |
| Salem Investment Counselors Inc | 257 | $37.6K | 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 |
| Oakworth Capital, Inc. | 236 | $34.5K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 233 | $34.1K | 0.01% | +87+59.6% | Added |
| Tradewinds Capital Management, LLC | 220 | $32.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 220 | $32.2K | 0.01% | +220 | New |
| Glass Jacobson Investment Advisors llc | 217 | $31.7K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 206 | $30.1K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $29.3K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 198 | $29.0K | 0.01% | +198 | New |
| Acadian Asset Management LLC | 198 | $28.0K | 0.00% | −307−60.8% | Reduced |
| EntryPoint Capital, LLC | 190 | $27.8K | 0.03% | +190 | New |
| Avion Wealth | 185 | $27.0K | 0.01% | +4+2.2% | Added |
| Rakuten Securities, Inc. | 177 | $25.9K | 0.02% | +177 | New |
| General Partner, Inc. | 175 | $25.6K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 170 | $24.9K | 0.01% | +7+4.3% | Added |