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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 1,059 institutions
Q1 2021: 1,135 institutionsQ2 2021: 1,152 institutionsQ3 2021: 1,174 institutionsQ4 2021: 1,261 institutionsQ1 2022: 1,207 institutionsQ2 2022: 1,157 institutionsQ3 2022: 1,126 institutionsQ4 2022: 1,184 institutionsQ1 2023: 1,235 institutionsQ2 2023: 1,132 institutionsQ3 2023: 1,037 institutionsQ4 2023: 1,039 institutionsQ1 2024: 1,059 institutionsQ2 2024: 994 institutionsQ3 2024: 921 institutionsQ4 2024: 843 institutionsQ1 2025: 793 institutionsQ2 2025: 811 institutionsQ3 2025: 822 institutionsQ4 2025: 889 institutionsQ1 2026: 836 institutionsQ2 2026: 834 institutions
Value heldQ1 2024: $32.0B
Q1 2021: $59.4BQ2 2021: $65.4BQ3 2021: $60.9BQ4 2021: $76.0BQ1 2022: $55.1BQ2 2022: $52.0BQ3 2022: $43.7BQ4 2022: $50.6BQ1 2023: $50.0BQ2 2023: $39.6BQ3 2023: $29.2BQ4 2023: $30.1BQ1 2024: $32.0BQ2 2024: $21.9BQ3 2024: $20.0BQ4 2024: $15.9BQ1 2025: $14.2BQ2 2025: $17.8BQ3 2025: $19.1BQ4 2025: $24.0BQ1 2026: $16.4BQ2 2026: $18.1B
Institutions holding EL and their total value by quarter
QuarterHoldersValue
Q2 2026834$18.1B
Q1 2026836$16.4B
Q4 2025889$24.0B
Q3 2025822$19.1B
Q2 2025811$17.8B
Q1 2025793$14.2B
Q4 2024843$15.9B
Q3 2024921$20.0B
Q2 2024994$21.9B
Q1 20241,059$32.0B
Q4 20231,039$30.1B
Q3 20231,037$29.2B
Q2 20231,132$39.6B
Q1 20231,235$50.0B
Q4 20221,184$50.6B
Q3 20221,126$43.7B
Q2 20221,157$52.0B
Q1 20221,207$55.1B
Q4 20211,261$76.0B
Q3 20211,174$60.9B
Q2 20211,152$65.4B
Q1 20211,135$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.

Institutions holding EL in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Parkside Financial Bank & Trust850$131.0K0.02%−16−1.8%Reduced
Heritage Wealth Advisors864$133.2K0.01%−165−16.0%Reduced
CVA Family Office, LLC902$139.0K0.02%+485+116.3%Added
Paladin Advisory Group, LLC925$140.6K0.11%00.0%Unchanged
HM Payson & Co919$141.7K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC935$144.2K0.03%−57−5.7%Reduced
China Universal Asset Management Co., Ltd.936$144.3K0.02%+837+845.5%Added
Magellan Asset Management Ltd945$145.7K0.00%+206+27.9%Added
Farther Finance Advisors, LLC996$151.4K0.01%+657+193.8%Added
U S Global Investors Inc1,000$154.2K0.01%−4,000−80.0%Reduced
Elgethun Capital Management1,013$154.6K0.04%00.0%Unchanged
TD Private Client Wealth LLC1,138$175.4K0.01%+129+12.8%Added
Mather Group, LLC.1,204$176.1K0.00%+1,204New
Montag A & Associates Inc1,150$177.3K0.01%00.0%Unchanged
Sentry Investment Management LLC1,218$188.0K0.07%00.0%Unchanged
Center for Financial Planning, Inc.1,221$188.3K0.03%+43+3.7%Added
Federated Hermes, Inc.1,245$191.9K0.00%−57−4.4%Reduced
Motco1,245$191.9K0.01%+1,160+1,364.7%Added
Bartlett & Co. Wealth Management LLC1,271$195.9K0.00%+2+0.2%Added
Baldwin Brothers Inc1,300$200.4K0.02%00.0%Unchanged
Journey Advisory Group, LLC1,300$200.4K0.02%+1,300New
First Citizens Bank & Trust Co1,303$200.9K0.00%+1,303New
Park Place Capital Corp1,304$201.0K0.07%+24+1.9%Added
Empower Advisory Group, LLC1,310$201.9K0.00%−44,898−97.2%Reduced
AE Wealth Management LLC1,314$202.5K0.00%−10,755−89.1%Reduced
Reuter James Wealth Management, LLC1,318$203.2K0.14%+1,318New
Atomi Financial Group, Inc.1,318$203.2K0.02%+1,318New
ISAM Funds (UK) Ltd1,329$204.9K0.12%+1,329New
Ransom Advisory, Ltd1,335$205.8K0.11%+1,335New
CWA Asset Management Group, LLC1,351$208.3K0.01%+1,351New
Wiley Bros.-Aintree Capital, LLC1,351$208.3K0.03%+1,351New
AJOVista, LLC1,355$208.9K0.57%00.0%Unchanged
Tobam1,357$209.0K0.02%+208+18.1%Added
Carnegie Capital Asset Management, LLC1,361$209.8K0.01%+1,361New
Mark Sheptoff Financial Planning, LLC1,380$212.7K0.12%00.0%Unchanged
NorthCrest Asset Manangement, LLC1,389$214.1K0.01%−50−3.5%Reduced
S.A. Mason LLC1,391$214.4K0.13%00.0%Unchanged
Iams Wealth Management, LLC1,458$214.9K0.13%+1,458New
Waypoint Capital Advisors, LLC1,396$215.2K0.06%+11+0.8%Added
Robertson Stephens Wealth Management, LLC1,398$215.5K0.01%−9−0.6%Reduced
Dorsey & Whitney Trust CO LLC1,412$217.7K0.01%+1,412New
Hartford Financial Management Inc.1,416$218.3K0.05%+1,401+9,340.0%Added
Paragon Financial Partners, Inc.1,426$219.8K0.18%00.0%Unchanged
Shelton Capital Management1,427$220.0K0.01%00.0%Unchanged
Boltwood Capital Management1,428$220.1K0.07%−90−5.9%Reduced
Inscription Capital, LLC1,430$220.4K0.04%+1,430New
Coppell Advisory Solutions Corp.1,441$222.2K0.04%+1,441New
Waldron Private Wealth LLC1,475$227.4K0.01%+1,475New
Gleason Group, Inc.1,480$228.1K0.05%+7+0.5%Added
Independence Bank of Kentucky1,480$228.1K0.07%00.0%Unchanged
Dai-Ichi Life Insurance Company, Ltd1,481$228.3K0.01%−581−28.2%Reduced
Beese Fulmer Investment Management, Inc.1,495$230.5K0.02%−65−4.2%Reduced
EntryPoint Capital, LLC1,498$230.9K0.21%+1,308+688.4%Added
Baader Bank INC1,500$231.2K0.02%+1,500New
ABN AMRO Bank N.V.1,500$231.6K0.00%−1,605−51.7%Reduced
First Financial Bank - Trust Division1,512$233.1K0.02%00.0%Unchanged
Papp L Roy & Associates1,517$233.8K0.03%00.0%Unchanged
Fukoku Mutual Life Insurance Co1,534$236.5K0.02%00.0%Unchanged
Lake Street Advisors Group, LLC1,552$239.2K0.01%+1,552New
Lincoln Capital LLC1,560$240.5K0.05%00.0%Unchanged
Chicago Partners Investment Group LLC1,615$240.6K0.01%−207−11.4%Reduced
Prospera Financial Services Inc1,561$240.8K0.01%+1,561New
CX Institutional1,577$243.1K0.01%+1,577New
Keystone Wealth Services, LLC1,580$243.6K0.08%−13−0.8%Reduced
BOK Financial Private Wealth, Inc.1,587$244.6K0.02%+38+2.5%Added
Farmers National Bank1,594$245.7K0.07%−61−3.7%Reduced
Capital Advisors Inc1,600$246.6K0.01%−43−2.6%Reduced
First Horizon Advisors, Inc.1,601$246.8K0.01%+36+2.3%Added
Obermeyer Wood Investment Counsel, LLLP1,606$247.6K0.01%+1,606New
Capula Management Ltd1,607$247.7K0.01%+107+7.1%Added
Syon Capital LLC1,612$248.5K0.02%+213+15.2%Added
Central Trust Co1,615$248.9K0.01%−308−16.0%Reduced
Allred Capital Management, LLC1,621$249.9K0.10%+1,621New
Meadow Creek Wealth Advisors LLC1,624$250.3K0.17%+1,624New
Banco Santander, S.A.1,625$250.5K0.00%−22,714−93.3%Reduced
Ballentine Partners, LLC1,635$252.0K0.00%+228+16.2%Added
GAMMA Investing LLC1,639$252.7K0.05%+408+33.1%Added
First County Bank1,641$253.0K0.12%+175+11.9%Added
Valeo Financial Advisors, LLC1,727$254.4K0.01%+1,727New
TD Waterhouse Canada Inc.1,678$258.7K0.00%+446+36.2%Added
Wedbush Securities Inc1,684$260.0K0.01%+116+7.4%Added
Confluence Wealth Services, Inc.1,694$261.1K0.02%+1,694New
Spears Abacus Advisors LLC1,700$262.1K0.01%−900−34.6%Reduced
Conning Inc.1,708$263.3K0.01%00.0%Unchanged
Great Lakes Advisors, LLC1,736$267.6K0.00%−8,357−82.8%Reduced
1776 Wealth LLC1,742$268.5K0.13%+53+3.1%Added
Strategic Investment Advisors1,750$269.8K0.03%+1,750New
Savant Capital, LLC1,759$271.2K0.00%+279+18.9%Added
Atria Wealth Solutions, Inc.1,760$271.4K0.00%−157−8.2%Reduced
Pinnacle Wealth Planning Services, Inc.1,767$272.3K0.04%+168+10.5%Added
Sage Private Wealth Group, LLC1,768$272.5K0.22%+1,768New
Patten Group, Inc.1,772$273.2K0.07%−158−8.2%Reduced
Atlanta Consulting Group Advisors, LLC1,775$273.6K0.09%+1,775New
Guardian Capital Advisors LP1,992$275.0K0.03%00.0%Unchanged
Townsend Asset Management Corp1,801$277.6K0.11%−2−0.1%Reduced
Mizuho Markets Cayman LP1,950$285.2K0.18%00.0%Unchanged
Boothbay Fund Management, LLC1,853$285.6K0.01%+1,853New
Alps Advisors Inc1,905$293.7K0.00%−2,076−52.1%Reduced
Financial Advocates Investment Management1,919$295.8K0.02%+112+6.2%Added
Morningstar Investment Services LLC2,038$296.0K0.00%−58,554−96.6%Reduced