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 |
|---|---|---|---|---|---|
| Boston Family Office LLC | 3,093 | $477.0K | 0.03% | −199−6.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,097 | $477.4K | 0.15% | +366+13.4% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 3,105 | $478.6K | 0.10% | −9,179−74.7% | Reduced |
| Hills Bank & Trust Co | 3,106 | $478.8K | 0.04% | +366+13.4% | Added |
| Burford Brothers, Inc. | 3,110 | $479.4K | 0.31% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 3,135 | $483.3K | 0.04% | +1,039+49.6% | Added |
| La Financiere de L'Echiquier | 3,159 | $487.0K | 0.02% | −1,286−28.9% | Reduced |
| Allianz SE | 3,159 | $487.0K | 0.02% | +3,159 | New |
| Global Endowment Management, LP | 3,184 | $490.8K | 0.05% | +3,184 | New |
| Sapient Capital LLC | 3,207 | $494.4K | 0.01% | −551−14.7% | Reduced |
| Meridian Wealth Management, LLC | 3,223 | $496.8K | 0.08% | +424+15.1% | Added |
| Founders Financial Securities LLC | 3,241 | $499.6K | 0.05% | +149+4.8% | Added |
| Beaumont Asset Management, L.L.C. | 3,249 | $500.8K | 0.33% | +3,249 | New |
| Snowden Capital Advisors LLC | 3,259 | $502.4K | 0.02% | +969+42.3% | Added |
| 9258 Wealth Management, LLC | 3,317 | $511.3K | 0.08% | +274+9.0% | Added |
| Beach Investment Counsel Inc | 3,515 | $514.0K | 0.06% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 3,393 | $523.0K | 0.03% | −100−2.9% | Reduced |
| V-Square Quantitative Management LLC | 3,397 | $523.6K | 0.09% | 00.0% | Unchanged |
| Navalign, LLC | 3,398 | $523.8K | 0.17% | +1,023+43.1% | Added |
| Haverford Trust Co | 3,409 | $525.5K | 0.01% | +78+2.3% | Added |
| Wealth Alliance | 3,469 | $534.7K | 0.07% | −158−4.4% | Reduced |
| Old National Bancorp | 3,495 | $538.8K | 0.01% | −229−6.1% | Reduced |
| Private Advisor Group, LLC | 3,523 | $543.0K | 0.00% | −91−2.5% | Reduced |
| Vinva Investment Management Ltd | 3,545 | $546.5K | 0.03% | −946−21.1% | Reduced |
| Clearstead Advisors, LLC | 4,079 | $549.5K | 0.03% | +1,523+59.6% | Added |
| Avantax Advisory Services, Inc. | 3,643 | $561.6K | 0.00% | +160+4.6% | Added |
| Waratah Capital Advisors Ltd. | 3,661 | $564.3K | 0.03% | +1,757+92.3% | Added |
| Mutual Advisors, LLC | 3,665 | $565.0K | 0.02% | +3,665 | New |
| Saranac Partners Ltd | 3,684 | $567.9K | 0.35% | −1,338−26.6% | Reduced |
| Financial Counselors Inc | 3,687 | $568.4K | 0.01% | +149+4.2% | Added |
| CAPROCK Group, Inc. | 3,690 | $568.8K | 0.03% | +259+7.5% | Added |
| United Bank | 3,707 | $571.4K | 0.29% | +7+0.2% | Added |
| Quadcap Wealth Management, LLC | 3,716 | $572.8K | 0.13% | −5−0.1% | Reduced |
| Balentine LLC | 3,745 | $577.4K | 0.02% | +879+30.7% | Added |
| Investment Management Corp of Ontario | 3,759 | $579.5K | 0.02% | −1,700−31.1% | Reduced |
| Hudson Bay Capital Management LP | 3,767 | $580.7K | 0.01% | +179+5.0% | Added |
| Integrated Wealth Concepts LLC | 3,783 | $583.2K | 0.01% | −69−1.8% | Reduced |
| MAI Capital Management | 3,808 | $587.1K | 0.01% | −741−16.3% | Reduced |
| Tiaa Trust, National Association | 3,837 | $591.5K | 0.00% | −212−5.2% | Reduced |
| Ninety One UK Ltd | 3,852 | $593.8K | 0.00% | −2,725,459−99.9% | Reduced |
| Greenleaf Trust | 3,874 | $597.2K | 0.01% | +710+22.4% | Added |
| Signaturefd, LLC | 3,885 | $598.9K | 0.01% | +342+9.7% | Added |
| Regions Financial Corp | 3,895 | $600.4K | 0.00% | −2,686−40.8% | Reduced |
| Financial Advisory Corp | 3,900 | $601.0K | 0.25% | +1,104+39.5% | Added |
| Glenview Trust Co | 3,934 | $606.4K | 0.01% | −486−11.0% | Reduced |
| Schechter Investment Advisors, LLC | 3,938 | $607.0K | 0.05% | −979−19.9% | Reduced |
| Vestcor Inc | 3,978 | $613.0K | 0.02% | −954−19.3% | Reduced |
| We Are One Seven, LLC | 4,010 | $618.1K | 0.03% | +120+3.1% | Added |
| Roberts Glore & Co Inc | 4,027 | $620.8K | 0.19% | +167+4.3% | Added |
| SS&H Financial Advisors, Inc. | 4,030 | $621.0K | 0.26% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,047 | $623.8K | 0.14% | −3,362−45.4% | Reduced |
| Insigneo Advisory Services, LLC | 4,066 | $626.8K | 0.07% | +785+23.9% | Added |
| MidWestOne Financial Group, Inc. | 4,069 | $627.2K | 0.11% | −239−5.5% | Reduced |
| Cooper Financial Group | 4,129 | $636.5K | 0.10% | +1,629+65.2% | Added |
| Lincoln National Corp | 4,139 | $638.1K | 0.01% | +812+24.4% | Added |
| Northwest Bank & Trust Co | 4,350 | $638.1K | 0.59% | −62−1.4% | Reduced |
| Malaga Cove Capital, LLC | 4,159 | $641.1K | 0.26% | +1,356+48.4% | Added |
| Ramiah Investment Group | 4,176 | $643.7K | 0.61% | +730+21.2% | Added |
| Umpqua Bank | 4,181 | $644.5K | 0.26% | +4,181 | New |
| GWM Advisors LLC | 4,218 | $650.3K | 0.01% | −361−7.9% | Reduced |
| D.A. Davidson & Co. | 4,256 | $656.1K | 0.01% | +869+25.7% | Added |
| Geller Advisors LLC | 4,277 | $659.3K | 0.05% | +4,277 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 4,288 | $661.0K | 0.01% | −1,232−22.3% | Reduced |
| Congress Asset Management Co | 4,293 | $661.8K | 0.00% | −501−10.5% | Reduced |
| CWM, LLC | 4,326 | $667.0K | 0.00% | +781+22.0% | Added |
| J. Stern & Co. LLP | 4,346 | $669.9K | 0.08% | +1,966+82.6% | Added |
| Capstone Investment Advisors, LLC | 4,368 | $673.3K | 0.01% | +1,363+45.4% | Added |
| Prime Capital Investment Advisors, LLC | 4,429 | $682.7K | 0.01% | +1,536+53.1% | Added |
| Centiva Capital, LP | 4,469 | $688.9K | 0.04% | +4,469 | New |
| Wahed Invest LLC | 4,522 | $697.1K | 0.16% | +716+18.8% | Added |
| Cabot Wealth Management Inc | 4,532 | $698.6K | 0.09% | +251+5.9% | Added |
| Atlas Financial Advisors, Inc. | 4,560 | $702.9K | 1.09% | +4,560 | New |
| HB Wealth Management, LLC | 4,572 | $704.8K | 0.01% | +1,458+46.8% | Added |
| Nicolet Bankshares Inc | 4,577 | $705.5K | 0.17% | +295+6.9% | Added |
| Apollon Wealth Management, LLC | 4,616 | $711.6K | 0.02% | −334−6.7% | Reduced |
| Ieq Capital, LLC | 4,640 | $715.3K | 0.01% | −9−0.2% | Reduced |
| Bailard, Inc. | 4,703 | $725.0K | 0.02% | +2,807+148.0% | Added |
| Helios Capital Management Pte. Ltd | 4,750 | $732.2K | 0.51% | 00.0% | Unchanged |
| Huntington National Bank | 4,758 | $733.4K | 0.01% | +103+2.2% | Added |
| CIBC Private Wealth Group, LLC | 4,853 | $737.9K | 0.00% | −926−16.0% | Reduced |
| Guardian Investment Management | 4,800 | $739.9K | 0.61% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 4,803 | $740.4K | 0.04% | +649+15.6% | Added |
| Oppenheimer & Co Inc | 4,876 | $751.6K | 0.01% | −5,203−51.6% | Reduced |
| CSU Producer Resources, Inc. | 4,900 | $755.3K | 2.48% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 4,903 | $755.8K | 0.26% | +45+0.9% | Added |
| Hudson Value Partners, LLC | 4,920 | $758.4K | 0.32% | −250−4.8% | Reduced |
| Coldstream Capital Management Inc | 4,928 | $759.6K | 0.02% | +719+17.1% | Added |
| Kirtland Hills Capital Management, LLC | 5,993 | $770.7K | 0.66% | +5,993 | New |
| Central Pacific Bank - Trust Division | 5,075 | $771.6K | 0.10% | +5,075 | New |
| NorthRock Partners, LLC | 5,020 | $773.8K | 0.03% | +2,359+88.7% | Added |
| Fiduciary Trust Co | 5,040 | $776.9K | 0.01% | −1,751−25.8% | Reduced |
| NEOS Investment Management LLC | 5,084 | $783.7K | 0.05% | +1,825+56.0% | Added |
| Transatlantique Private Wealth LLC | 5,140 | $792.3K | 0.35% | +2,980+138.0% | Added |
| Polymer Capital Management (HK) LTD | 5,150 | $793.9K | 0.20% | −6,850−57.1% | Reduced |
| New England Research & Management, Inc. | 5,165 | $796.0K | 0.39% | −5,485−51.5% | Reduced |
| Fulton Bank, N.A. | 5,190 | $800.0K | 0.03% | −289−5.3% | Reduced |
| Public Sector Pension Investment Board | 5,215 | $803.9K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,250 | $809.3K | 0.05% | +838+19.0% | Added |
| Peapack Gladstone Financial Corp | 5,253 | $810.0K | 0.01% | −8,290−61.2% | Reduced |
| First Trust Advisors LP | 5,278 | $813.6K | 0.00% | +936+21.6% | Added |