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, Q1 2024
Institutional positions in Estee Lauder Companies Inc as of Mar 31, 2024. 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
- 1,059
- +34 vs. Q4 2023
- Shares held
- 207.0M
- +1.36M (+0.7%) vs. Q4 2023
- Total value
- $32.0B
- +$1.90B (+6.3%) vs. Q4 2023
- New holders
- 130
- 425 more added
- Sold out
- 96
- 345 more reduced
14 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Estee Lauder Companies Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stephenson National Bank & Trust | 70 | $10.8K | 0.00% | +70 | New |
| ZRC Wealth Management, LLC | 71 | $10.9K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 71 | $10.9K | 0.00% | +11+18.3% | Added |
| Frazier Financial Advisors, LLC | 74 | $11.4K | 0.01% | +9+13.8% | Added |
| Laurel Wealth Advisors LLC | 76 | $11.7K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 80 | $12.3K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 85 | $13.2K | 0.00% | −68−44.4% | Reduced |
| Tortoise Investment Management, LLC | 89 | $13.7K | 0.00% | −25−21.9% | Reduced |
| Bogart Wealth, LLC | 90 | $13.9K | 0.00% | −25,335−99.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 92 | $14.2K | 0.00% | +92 | New |
| MV Capital Management, Inc. | 97 | $15.0K | 0.00% | −3,034−96.9% | Reduced |
| CoreCap Advisors, LLC | 99 | $15.3K | 0.00% | +99 | New |
| Community Bank, N.A. | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $15.4K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 100 | $15.4K | 0.01% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 111 | $17.1K | 0.02% | +111 | New |
| Covestor Ltd | 114 | $18.0K | 0.01% | +19+20.0% | Added |
| Hall Laurie J Trustee | 130 | $20.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 134 | $20.6K | 0.00% | −477−78.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 136 | $21.0K | 0.01% | +125+1,136.4% | Added |
| JJJ Advisors Inc. | 140 | $21.6K | 0.00% | −20−12.5% | Reduced |
| Voisard Asset Management Group, Inc. | 150 | $23.1K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 151 | $23.3K | 0.00% | +115+319.4% | Added |
| Anchor Investment Management, LLC | 154 | $23.7K | 0.00% | +76+97.4% | Added |
| Raleigh Capital Management Inc. | 157 | $24.2K | 0.01% | +130+481.5% | Added |
| Rise Advisors, LLC | 158 | $24.3K | 0.01% | +158 | New |
| Nemes Rush Group LLC | 161 | $24.8K | 0.00% | +31+23.8% | Added |
| Operose Advisors LLC | 164 | $25.3K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 167 | $25.7K | 0.01% | +9+5.7% | Added |
| Farmers & Merchants Investments Inc | 168 | $25.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 168 | $25.9K | 0.02% | +168 | New |
| Prestige Wealth Management Group LLC | 173 | $26.7K | 0.01% | +3+1.8% | Added |
| General Partner, Inc. | 175 | $27.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 172 | $27.0K | 0.00% | −5,704−97.1% | Reduced |
| Hexagon Capital Partners LLC | 195 | $30.1K | 0.01% | +99+103.1% | Added |
| Salem Investment Counselors Inc | 197 | $30.4K | 0.00% | −60−23.3% | Reduced |
| Addison Advisors LLC | 200 | $30.8K | 0.01% | −6−2.9% | Reduced |
| Avion Wealth | 199 | $31.0K | 0.01% | +14+7.6% | Added |
| Piscataqua Savings Bank | 206 | $31.8K | 0.03% | +6+3.0% | Added |
| Glass Jacobson Investment Advisors llc | 217 | $33.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 220 | $33.9K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 230 | $35.5K | 0.01% | −3−1.3% | Reduced |
| Crewe Advisors LLC | 230 | $35.5K | 0.00% | +230 | New |
| Oakworth Capital, Inc. | 236 | $36.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 238 | $36.6K | 0.00% | −877−78.7% | Reduced |
| CoreFirst Bank & Trust | 241 | $37.1K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 272 | $39.5K | 0.01% | +187+220.0% | Added |
| Chilton Capital Management LLC | 263 | $40.5K | 0.00% | +163+163.0% | Added |
| Washington Trust Advisors, Inc. | 268 | $41.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 269 | $41.5K | 0.00% | +261+3,262.5% | Added |
| Johnson Financial Group, Inc. | 276 | $42.5K | 0.00% | −482−63.6% | Reduced |
| ICA Group Wealth Management, LLC | 279 | $43.1K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 294 | $45.3K | 0.00% | −60−16.9% | Reduced |
| Tradewinds Capital Management, LLC | 295 | $45.5K | 0.01% | +75+34.1% | Added |
| SYSTM Wealth Solutions LLC | 300 | $46.3K | 0.01% | +36+13.6% | Added |
| South State Corp. | 306 | $47.2K | 0.00% | +306 | New |
| Harbour Investments, Inc. | 309 | $47.7K | 0.00% | +8+2.7% | Added |
| MCF Advisors LLC | 336 | $51.8K | 0.00% | −249−42.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 345 | $53.2K | 0.05% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 350 | $54.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 374 | $57.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 374 | $57.7K | 0.01% | +12+3.3% | Added |
| GHP Investment Advisors, Inc. | 381 | $58.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 400 | $61.7K | 0.01% | −2−0.5% | Reduced |
| Massmutual Trust Co FSB | 402 | $62.0K | 0.00% | +82+25.6% | Added |
| Spectrum Wealth Counsel, LLC | 438 | $67.5K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 440 | $67.8K | 0.00% | +319+263.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 444 | $68.4K | 0.00% | −297,667−99.9% | Reduced |
| True Wealth Design, LLC | 455 | $70.1K | 0.02% | +2+0.4% | Added |
| Plato Investment Management Ltd | 468 | $72.1K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 471 | $72.6K | 0.01% | −266−36.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 471 | $72.6K | 0.03% | +428+995.3% | Added |
| Private Trust Co NA | 481 | $74.1K | 0.01% | −206−30.0% | Reduced |
| Valley National Advisers Inc | 499 | $76.0K | 0.01% | +44+9.7% | Added |
| Allworth Financial LP | 507 | $78.2K | 0.00% | −2,176−81.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 510 | $78.5K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 520 | $80.2K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 540 | $83.2K | 0.04% | −1,373−71.8% | Reduced |
| Spire Wealth Management | 550 | $84.8K | 0.00% | +104+23.3% | Added |
| Global Retirement Partners, LLC | 556 | $85.7K | 0.00% | −41−6.9% | Reduced |
| Smithfield Trust Co | 600 | $93.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 604 | $93.2K | 0.01% | +10+1.7% | Added |
| Plante Moran Financial Advisors, LLC | 612 | $94.3K | 0.01% | −6−1.0% | Reduced |
| EverSource Wealth Advisors, LLC | 651 | $95.4K | 0.01% | −16−2.4% | Reduced |
| Exchange Traded Concepts, LLC | 637 | $98.2K | 0.00% | +355+125.9% | Added |
| GPS Wealth Strategies Group, LLC | 646 | $99.6K | 0.02% | −40−5.8% | Reduced |
| CNB Bank | 667 | $102.8K | 0.05% | −134−16.7% | Reduced |
| Peoples Bank | 670 | $103.3K | 0.08% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 690 | $106.0K | 0.05% | +47+7.3% | Added |
| Manchester Capital Management LLC | 695 | $107.1K | 0.01% | +585+531.8% | Added |
| Trust Co of Vermont | 699 | $107.8K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $107.9K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 701 | $108.0K | 0.00% | +104+17.4% | Added |
| Accordant Advisory Group Inc | 732 | $112.8K | 0.08% | +732 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 738 | $113.8K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 768 | $118.4K | 0.01% | +22+2.9% | Added |
| Grove Bank & Trust | 780 | $120.2K | 0.02% | −49−5.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 885 | $128.2K | 0.08% | +68+8.3% | Added |
| Capital Advisors, Ltd. LLC | 849 | $131.0K | 0.02% | +90+11.9% | Added |