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; 835 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 | 835 | $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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 336 | $51.8K | 0.00% | −249−42.6% | Reduced |
| Harbour Investments, Inc. | 309 | $47.7K | 0.00% | +8+2.7% | Added |
| South State Corp. | 306 | $47.2K | 0.00% | +306 | New |
| SYSTM Wealth Solutions LLC | 300 | $46.3K | 0.01% | +36+13.6% | Added |
| Tradewinds Capital Management, LLC | 295 | $45.5K | 0.01% | +75+34.1% | Added |
| Hollencrest Capital Management | 294 | $45.3K | 0.00% | −60−16.9% | Reduced |
| ICA Group Wealth Management, LLC | 279 | $43.1K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 276 | $42.5K | 0.00% | −482−63.6% | Reduced |
| Larson Financial Group LLC | 269 | $41.5K | 0.00% | +261+3,262.5% | Added |
| Washington Trust Advisors, Inc. | 268 | $41.3K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 263 | $40.5K | 0.00% | +163+163.0% | Added |
| Smartleaf Asset Management LLC | 272 | $39.5K | 0.01% | +187+220.0% | Added |
| CoreFirst Bank & Trust | 241 | $37.1K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 238 | $36.6K | 0.00% | −877−78.7% | Reduced |
| Oakworth Capital, Inc. | 236 | $36.4K | 0.00% | 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 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 220 | $33.9K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 217 | $33.5K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 206 | $31.8K | 0.03% | +6+3.0% | Added |
| Avion Wealth | 199 | $31.0K | 0.01% | +14+7.6% | Added |
| Addison Advisors LLC | 200 | $30.8K | 0.01% | −6−2.9% | Reduced |
| Salem Investment Counselors Inc | 197 | $30.4K | 0.00% | −60−23.3% | Reduced |
| Hexagon Capital Partners LLC | 195 | $30.1K | 0.01% | +99+103.1% | Added |
| GW&K Investment Management, LLC | 172 | $27.0K | 0.00% | −5,704−97.1% | Reduced |
| General Partner, Inc. | 175 | $27.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 173 | $26.7K | 0.01% | +3+1.8% | Added |
| Farmers & Merchants Investments Inc | 168 | $25.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 168 | $25.9K | 0.02% | +168 | New |
| Deseret Mutual Benefit Administrators | 167 | $25.7K | 0.01% | +9+5.7% | Added |
| Operose Advisors LLC | 164 | $25.3K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 161 | $24.8K | 0.00% | +31+23.8% | Added |
| Rise Advisors, LLC | 158 | $24.3K | 0.01% | +158 | New |
| Raleigh Capital Management Inc. | 157 | $24.2K | 0.01% | +130+481.5% | Added |
| Anchor Investment Management, LLC | 154 | $23.7K | 0.00% | +76+97.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 151 | $23.3K | 0.00% | +115+319.4% | Added |
| Voisard Asset Management Group, Inc. | 150 | $23.1K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 140 | $21.6K | 0.00% | −20−12.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 136 | $21.0K | 0.01% | +125+1,136.4% | Added |
| Proequities, Inc. | 134 | $20.6K | 0.00% | −477−78.1% | Reduced |
| Hall Laurie J Trustee | 130 | $20.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 114 | $18.0K | 0.01% | +19+20.0% | Added |
| New Covenant Trust Company, N.A. | 111 | $17.1K | 0.02% | +111 | 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 |
| CoreCap Advisors, LLC | 99 | $15.3K | 0.00% | +99 | New |
| MV Capital Management, Inc. | 97 | $15.0K | 0.00% | −3,034−96.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 92 | $14.2K | 0.00% | +92 | New |
| Bogart Wealth, LLC | 90 | $13.9K | 0.00% | −25,335−99.6% | Reduced |
| Tortoise Investment Management, LLC | 89 | $13.7K | 0.00% | −25−21.9% | Reduced |
| Sunbelt Securities, Inc. | 85 | $13.2K | 0.00% | −68−44.4% | Reduced |
| JNBA Financial Advisors | 80 | $12.3K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 76 | $11.7K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 74 | $11.4K | 0.01% | +9+13.8% | Added |
| 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 |
| Stephenson National Bank & Trust | 70 | $10.8K | 0.00% | +70 | New |
| Bell Investment Advisors, Inc | 65 | $10.0K | 0.00% | +17+35.4% | Added |
| Pacific Center for Financial Services | 64 | $9.87K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 64 | $9.87K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 61 | $9.42K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 60 | $9.25K | 0.00% | −100−62.5% | Reduced |
| AdvisorNet Financial, Inc | 59 | $9.10K | 0.00% | −53−47.3% | Reduced |
| First Pacific Financial | 57 | $8.79K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 57 | $8.79K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 57 | $8.79K | 0.00% | +45+375.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 55 | $8.49K | 0.00% | −40−42.1% | Reduced |
| Abound Wealth Management | 54 | $8.34K | 0.00% | +24+80.0% | Added |
| Adirondack Trust Co | 54 | $8.32K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 61 | $8.03K | 0.00% | +61 | New |
| Trifecta Capital Advisors, LLC | 50 | $7.71K | 0.00% | +10+25.0% | Added |
| Dixon Mitchell Investment Counsel Inc. | 50 | $7.71K | 0.00% | +50 | New |
| Tyler-Stone Wealth Management | 50 | $7.71K | 0.00% | −5−9.1% | Reduced |
| JFS Wealth Advisors, LLC | 49 | $7.55K | 0.00% | +2+4.3% | Added |
| Newbridge Financial Services Group, Inc. | 49 | $7.55K | 0.00% | −22−31.0% | Reduced |
| Eagle Bay Advisors LLC | 48 | $7.40K | 0.00% | +19+65.5% | Added |
| Emfo, LLC | 46 | $7.09K | 0.01% | −1,880−97.6% | Reduced |
| Stone House Investment Management, LLC | 46 | $7.09K | 0.00% | +46 | New |
| Twin Lakes Capital Management, LLC | 46 | $7.03K | 0.00% | +1+2.2% | Added |
| VisionPoint Advisory Group, LLC | 44 | $6.78K | 0.00% | −15−25.4% | Reduced |
| Cornerstone Planning Group LLC | 50 | $6.65K | 0.00% | −54−51.9% | Reduced |
| Raffa Wealth Management, LLC | 43 | $6.63K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 43 | $6.63K | 0.00% | +43 | New |
| Accent Capital Management, LLC | 42 | $6.47K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 40 | $6.17K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 39 | $6.01K | 0.00% | +21+116.7% | Added |
| NBC Securities, Inc. | 45 | $6.00K | 0.00% | −107−70.4% | Reduced |
| WealthCollab, LLC | 38 | $5.86K | 0.00% | −42−52.5% | Reduced |
| FinTrust Capital Advisors, LLC | 38 | $5.86K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 38 | $5.80K | 0.00% | +1+2.7% | Added |
| Gradient Investments LLC | 37 | $5.70K | 0.00% | −11−22.9% | Reduced |
| BFSG, LLC | 37 | $5.70K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 36 | $5.54K | 0.00% | +36 | New |
| Rosenberg Matthew Hamilton | 36 | $5.47K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 34 | $5.24K | 0.00% | +21+161.5% | Added |
| Kiely Wealth Advisory Group, Inc. | 33 | $4.86K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 30 | $4.63K | 0.00% | +30 | New |
| Rakuten Securities, Inc. | 28 | $4.32K | 0.00% | −149−84.2% | Reduced |