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 |
|---|---|---|---|---|---|
| Umpqua Bank | 4,181 | $644.5K | 0.26% | +4,181 | New |
| Ramiah Investment Group | 4,176 | $643.7K | 0.61% | +730+21.2% | Added |
| Malaga Cove Capital, LLC | 4,159 | $641.1K | 0.26% | +1,356+48.4% | Added |
| Northwest Bank & Trust Co | 4,350 | $638.1K | 0.59% | −62−1.4% | Reduced |
| Lincoln National Corp | 4,139 | $638.1K | 0.01% | +812+24.4% | Added |
| Cooper Financial Group | 4,129 | $636.5K | 0.10% | +1,629+65.2% | Added |
| MidWestOne Financial Group, Inc. | 4,069 | $627.2K | 0.11% | −239−5.5% | Reduced |
| Insigneo Advisory Services, LLC | 4,066 | $626.8K | 0.07% | +785+23.9% | Added |
| Aigen Investment Management, LP | 4,047 | $623.8K | 0.14% | −3,362−45.4% | Reduced |
| SS&H Financial Advisors, Inc. | 4,030 | $621.0K | 0.26% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 4,027 | $620.8K | 0.19% | +167+4.3% | Added |
| We Are One Seven, LLC | 4,010 | $618.1K | 0.03% | +120+3.1% | Added |
| Vestcor Inc | 3,978 | $613.0K | 0.02% | −954−19.3% | Reduced |
| Schechter Investment Advisors, LLC | 3,938 | $607.0K | 0.05% | −979−19.9% | Reduced |
| Glenview Trust Co | 3,934 | $606.4K | 0.01% | −486−11.0% | Reduced |
| Financial Advisory Corp | 3,900 | $601.0K | 0.25% | +1,104+39.5% | Added |
| Regions Financial Corp | 3,895 | $600.4K | 0.00% | −2,686−40.8% | Reduced |
| Signaturefd, LLC | 3,885 | $598.9K | 0.01% | +342+9.7% | Added |
| Greenleaf Trust | 3,874 | $597.2K | 0.01% | +710+22.4% | Added |
| Ninety One UK Ltd | 3,852 | $593.8K | 0.00% | −2,725,459−99.9% | Reduced |
| Tiaa Trust, National Association | 3,837 | $591.5K | 0.00% | −212−5.2% | Reduced |
| MAI Capital Management | 3,808 | $587.1K | 0.01% | −741−16.3% | Reduced |
| Integrated Wealth Concepts LLC | 3,783 | $583.2K | 0.01% | −69−1.8% | Reduced |
| Hudson Bay Capital Management LP | 3,767 | $580.7K | 0.01% | +179+5.0% | Added |
| Investment Management Corp of Ontario | 3,759 | $579.5K | 0.02% | −1,700−31.1% | Reduced |
| Balentine LLC | 3,745 | $577.4K | 0.02% | +879+30.7% | Added |
| Quadcap Wealth Management, LLC | 3,716 | $572.8K | 0.13% | −5−0.1% | Reduced |
| United Bank | 3,707 | $571.4K | 0.29% | +7+0.2% | Added |
| CAPROCK Group, Inc. | 3,690 | $568.8K | 0.03% | +259+7.5% | Added |
| Financial Counselors Inc | 3,687 | $568.4K | 0.01% | +149+4.2% | Added |
| Saranac Partners Ltd | 3,684 | $567.9K | 0.35% | −1,338−26.6% | Reduced |
| Mutual Advisors, LLC | 3,665 | $565.0K | 0.02% | +3,665 | New |
| Waratah Capital Advisors Ltd. | 3,661 | $564.3K | 0.03% | +1,757+92.3% | Added |
| Avantax Advisory Services, Inc. | 3,643 | $561.6K | 0.00% | +160+4.6% | Added |
| Clearstead Advisors, LLC | 4,079 | $549.5K | 0.03% | +1,523+59.6% | Added |
| Vinva Investment Management Ltd | 3,545 | $546.5K | 0.03% | −946−21.1% | Reduced |
| Private Advisor Group, LLC | 3,523 | $543.0K | 0.00% | −91−2.5% | Reduced |
| Old National Bancorp | 3,495 | $538.8K | 0.01% | −229−6.1% | Reduced |
| Wealth Alliance | 3,469 | $534.7K | 0.07% | −158−4.4% | Reduced |
| Haverford Trust Co | 3,409 | $525.5K | 0.01% | +78+2.3% | Added |
| Navalign, LLC | 3,398 | $523.8K | 0.17% | +1,023+43.1% | Added |
| V-Square Quantitative Management LLC | 3,397 | $523.6K | 0.09% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 3,393 | $523.0K | 0.03% | −100−2.9% | Reduced |
| Beach Investment Counsel Inc | 3,515 | $514.0K | 0.06% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,317 | $511.3K | 0.08% | +274+9.0% | Added |
| Snowden Capital Advisors LLC | 3,259 | $502.4K | 0.02% | +969+42.3% | Added |
| Beaumont Asset Management, L.L.C. | 3,249 | $500.8K | 0.33% | +3,249 | New |
| Founders Financial Securities LLC | 3,241 | $499.6K | 0.05% | +149+4.8% | Added |
| Meridian Wealth Management, LLC | 3,223 | $496.8K | 0.08% | +424+15.1% | Added |
| Sapient Capital LLC | 3,207 | $494.4K | 0.01% | −551−14.7% | Reduced |
| Global Endowment Management, LP | 3,184 | $490.8K | 0.05% | +3,184 | New |
| 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 |
| Icon Wealth Advisors, LLC | 3,135 | $483.3K | 0.04% | +1,039+49.6% | Added |
| Burford Brothers, Inc. | 3,110 | $479.4K | 0.31% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,106 | $478.8K | 0.04% | +366+13.4% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 3,105 | $478.6K | 0.10% | −9,179−74.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,097 | $477.4K | 0.15% | +366+13.4% | Added |
| Boston Family Office LLC | 3,093 | $477.0K | 0.03% | −199−6.0% | Reduced |
| Ostrum Asset Management | 3,071 | $473.4K | 0.04% | +125+4.2% | Added |
| Tolleson Wealth Management, Inc. | 3,047 | $470.0K | 0.09% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,046 | $469.5K | 0.03% | +599+24.5% | Added |
| Ofi Invest Asset Management | 3,266 | $466.2K | 0.01% | +231+7.6% | Added |
| Umb Bank N A | 3,024 | $466.1K | 0.01% | −4−0.1% | Reduced |
| Quest Partners LLC | 3,024 | $466.1K | 0.08% | +3,024 | New |
| Values Added Financial LLC | 3,006 | $463.4K | 0.36% | +222+8.0% | Added |
| Caas Capital Management LP | 3,000 | $462.4K | 0.20% | +3,000 | New |
| Mill Creek Capital Advisors, LLC | 2,955 | $455.5K | 0.01% | 00.0% | Unchanged |
| Maxwell Wealth Strategies Inc. | 3,737 | $453.6K | 0.23% | +3,737 | New |
| Madison Asset Management, LLC | 2,936 | $452.6K | 0.01% | −106−3.5% | Reduced |
| HighPoint Advisor Group LLC | 3,347 | $451.0K | 0.03% | +54+1.6% | Added |
| Cutler Group LP | 2,918 | $449.0K | 0.23% | −9,146−75.8% | Reduced |
| Principal Securities, Inc. | 2,901 | $447.2K | 0.01% | +1,078+59.1% | Added |
| Advisory Services Network, LLC | 2,876 | $443.4K | 0.01% | +75+2.7% | Added |
| LifePlan Financial, LLC | 2,837 | $437.3K | 0.40% | −23−0.8% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 2,800 | $431.6K | 0.24% | 00.0% | Unchanged |
| Versor Investments LP | 2,783 | $429.0K | 0.09% | +316+12.8% | Added |
| Empowered Funds, LLC | 2,775 | $427.8K | 0.01% | +582+26.5% | Added |
| InterOcean Capital Group, LLC | 2,750 | $424.0K | 0.01% | −12−0.4% | Reduced |
| Personal Cfo Solutions, LLC | 2,748 | $423.6K | 0.07% | +2,748 | New |
| Park National Corp | 2,746 | $423.3K | 0.02% | −4,169−60.3% | Reduced |
| SOA Wealth Advisors, LLC. | 2,745 | $423.1K | 0.09% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 2,745 | $423.1K | 0.09% | +2,745 | New |
| Park Avenue Securities LLC | 2,743 | $423.0K | 0.01% | +653+31.2% | Added |
| Vantage Consulting Group Inc | 2,724 | $419.9K | 0.27% | −275−9.2% | Reduced |
| Profund Advisors LLC | 2,713 | $418.2K | 0.02% | −478−15.0% | Reduced |
| Walker Asset Management, LLC | 2,650 | $408.5K | 0.27% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 2,639 | $406.8K | 0.15% | +54+2.1% | Added |
| Checchi Capital Advisers, LLC | 2,636 | $406.3K | 0.03% | +203+8.3% | Added |
| Abacus Planning Group, Inc. | 2,634 | $406.0K | 0.08% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 880 | $405.3K | 0.04% | −1,908−68.4% | Reduced |
| Eisler Capital (UK) Ltd. | 2,626 | $404.8K | 0.05% | +2,626 | New |
| Ameritas Investment Partners, Inc. | 2,618 | $403.6K | 0.01% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 3,114 | $403.2K | 0.12% | +3,114 | New |
| Acropolis Investment Management, LLC | 2,606 | $401.7K | 0.03% | −382−12.8% | Reduced |
| Fullerton Fund Management Co Ltd. | 2,589 | $399.1K | 0.02% | +2,589 | New |
| Vident Advisory, LLC | 2,588 | $399.0K | 0.01% | +492+23.5% | Added |
| Everence Capital Management Inc | 2,580 | $398.0K | 0.03% | 00.0% | Unchanged |
| Bowman & Co S.C. | 2,563 | $395.8K | 0.24% | −77−2.9% | Reduced |
| Eagle Asset Management Inc | 2,602 | $395.7K | 0.00% | +2,602 | New |