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 |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 1,552 | $239.2K | 0.01% | +1,552 | New |
| Fukoku Mutual Life Insurance Co | 1,534 | $236.5K | 0.02% | 00.0% | Unchanged |
| Papp L Roy & Associates | 1,517 | $233.8K | 0.03% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,512 | $233.1K | 0.02% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 1,500 | $231.6K | 0.00% | −1,605−51.7% | Reduced |
| Baader Bank INC | 1,500 | $231.2K | 0.02% | +1,500 | New |
| EntryPoint Capital, LLC | 1,498 | $230.9K | 0.21% | +1,308+688.4% | Added |
| Beese Fulmer Investment Management, Inc. | 1,495 | $230.5K | 0.02% | −65−4.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 1,481 | $228.3K | 0.01% | −581−28.2% | Reduced |
| Independence Bank of Kentucky | 1,480 | $228.1K | 0.07% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,480 | $228.1K | 0.05% | +7+0.5% | Added |
| Waldron Private Wealth LLC | 1,475 | $227.4K | 0.01% | +1,475 | New |
| Coppell Advisory Solutions Corp. | 1,441 | $222.2K | 0.04% | +1,441 | New |
| Inscription Capital, LLC | 1,430 | $220.4K | 0.04% | +1,430 | New |
| Boltwood Capital Management | 1,428 | $220.1K | 0.07% | −90−5.9% | Reduced |
| Shelton Capital Management | 1,427 | $220.0K | 0.01% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 1,426 | $219.8K | 0.18% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,416 | $218.3K | 0.05% | +1,401+9,340.0% | Added |
| Dorsey & Whitney Trust CO LLC | 1,412 | $217.7K | 0.01% | +1,412 | New |
| Robertson Stephens Wealth Management, LLC | 1,398 | $215.5K | 0.01% | −9−0.6% | Reduced |
| Waypoint Capital Advisors, LLC | 1,396 | $215.2K | 0.06% | +11+0.8% | Added |
| Iams Wealth Management, LLC | 1,458 | $214.9K | 0.13% | +1,458 | New |
| S.A. Mason LLC | 1,391 | $214.4K | 0.13% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,389 | $214.1K | 0.01% | −50−3.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,380 | $212.7K | 0.12% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,361 | $209.8K | 0.01% | +1,361 | New |
| Tobam | 1,357 | $209.0K | 0.02% | +208+18.1% | Added |
| AJOVista, LLC | 1,355 | $208.9K | 0.57% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,351 | $208.3K | 0.03% | +1,351 | New |
| CWA Asset Management Group, LLC | 1,351 | $208.3K | 0.01% | +1,351 | New |
| Ransom Advisory, Ltd | 1,335 | $205.8K | 0.11% | +1,335 | New |
| ISAM Funds (UK) Ltd | 1,329 | $204.9K | 0.12% | +1,329 | New |
| Reuter James Wealth Management, LLC | 1,318 | $203.2K | 0.14% | +1,318 | New |
| Atomi Financial Group, Inc. | 1,318 | $203.2K | 0.02% | +1,318 | New |
| AE Wealth Management LLC | 1,314 | $202.5K | 0.00% | −10,755−89.1% | Reduced |
| Empower Advisory Group, LLC | 1,310 | $201.9K | 0.00% | −44,898−97.2% | Reduced |
| Park Place Capital Corp | 1,304 | $201.0K | 0.07% | +24+1.9% | Added |
| First Citizens Bank & Trust Co | 1,303 | $200.9K | 0.00% | +1,303 | New |
| Baldwin Brothers Inc | 1,300 | $200.4K | 0.02% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 1,300 | $200.4K | 0.02% | +1,300 | New |
| Bartlett & Co. Wealth Management LLC | 1,271 | $195.9K | 0.00% | +2+0.2% | Added |
| Federated Hermes, Inc. | 1,245 | $191.9K | 0.00% | −57−4.4% | Reduced |
| Motco | 1,245 | $191.9K | 0.01% | +1,160+1,364.7% | Added |
| Center for Financial Planning, Inc. | 1,221 | $188.3K | 0.03% | +43+3.7% | Added |
| Sentry Investment Management LLC | 1,218 | $188.0K | 0.07% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,150 | $177.3K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,204 | $176.1K | 0.00% | +1,204 | New |
| TD Private Client Wealth LLC | 1,138 | $175.4K | 0.01% | +129+12.8% | Added |
| Elgethun Capital Management | 1,013 | $154.6K | 0.04% | 00.0% | Unchanged |
| U S Global Investors Inc | 1,000 | $154.2K | 0.01% | −4,000−80.0% | Reduced |
| Farther Finance Advisors, LLC | 996 | $151.4K | 0.01% | +657+193.8% | Added |
| Magellan Asset Management Ltd | 945 | $145.7K | 0.00% | +206+27.9% | Added |
| China Universal Asset Management Co., Ltd. | 936 | $144.3K | 0.02% | +837+845.5% | Added |
| Carolinas Wealth Consulting LLC | 935 | $144.2K | 0.03% | −57−5.7% | Reduced |
| HM Payson & Co | 919 | $141.7K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 925 | $140.6K | 0.11% | 00.0% | Unchanged |
| CVA Family Office, LLC | 902 | $139.0K | 0.02% | +485+116.3% | Added |
| Heritage Wealth Advisors | 864 | $133.2K | 0.01% | −165−16.0% | Reduced |
| Parkside Financial Bank & Trust | 850 | $131.0K | 0.02% | −16−1.8% | Reduced |
| Capital Advisors, Ltd. LLC | 849 | $131.0K | 0.02% | +90+11.9% | Added |
| Wetzel Investment Advisors, Inc. | 885 | $128.2K | 0.08% | +68+8.3% | Added |
| Grove Bank & Trust | 780 | $120.2K | 0.02% | −49−5.9% | Reduced |
| IFP Advisors, Inc | 768 | $118.4K | 0.01% | +22+2.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 738 | $113.8K | 0.06% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 732 | $112.8K | 0.08% | +732 | New |
| Ci Investments Inc. | 701 | $108.0K | 0.00% | +104+17.4% | Added |
| Alta Advisers Ltd | 700 | $107.9K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 699 | $107.8K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 695 | $107.1K | 0.01% | +585+531.8% | Added |
| Horizon Bancorp Inc | 690 | $106.0K | 0.05% | +47+7.3% | Added |
| Peoples Bank | 670 | $103.3K | 0.08% | 00.0% | Unchanged |
| CNB Bank | 667 | $102.8K | 0.05% | −134−16.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 646 | $99.6K | 0.02% | −40−5.8% | Reduced |
| Exchange Traded Concepts, LLC | 637 | $98.2K | 0.00% | +355+125.9% | Added |
| EverSource Wealth Advisors, LLC | 651 | $95.4K | 0.01% | −16−2.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 612 | $94.3K | 0.01% | −6−1.0% | Reduced |
| Quent Capital, LLC | 604 | $93.2K | 0.01% | +10+1.7% | Added |
| Smithfield Trust Co | 600 | $93.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 556 | $85.7K | 0.00% | −41−6.9% | Reduced |
| Spire Wealth Management | 550 | $84.8K | 0.00% | +104+23.3% | Added |
| Union Savings Bank | 540 | $83.2K | 0.04% | −1,373−71.8% | Reduced |
| Turim 21 Investimentos Ltda. | 520 | $80.2K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 510 | $78.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 507 | $78.2K | 0.00% | −2,176−81.1% | Reduced |
| Valley National Advisers Inc | 499 | $76.0K | 0.01% | +44+9.7% | Added |
| Private Trust Co NA | 481 | $74.1K | 0.01% | −206−30.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 471 | $72.6K | 0.03% | +428+995.3% | Added |
| Central Bank & Trust Co | 471 | $72.6K | 0.01% | −266−36.1% | Reduced |
| Plato Investment Management Ltd | 468 | $72.1K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 455 | $70.1K | 0.02% | +2+0.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 444 | $68.4K | 0.00% | −297,667−99.9% | Reduced |
| Rothschild Investment LLC | 440 | $67.8K | 0.00% | +319+263.6% | Added |
| Spectrum Wealth Counsel, LLC | 438 | $67.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 402 | $62.0K | 0.00% | +82+25.6% | Added |
| Delta Asset Management LLC | 400 | $61.7K | 0.01% | −2−0.5% | Reduced |
| GHP Investment Advisors, Inc. | 381 | $58.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 374 | $57.7K | 0.01% | +12+3.3% | Added |
| First Manhattan Co | 374 | $57.7K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 350 | $54.0K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 345 | $53.2K | 0.05% | 00.0% | Unchanged |