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, Q2 2024
Institutional positions in Estee Lauder Companies Inc as of Jun 30, 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
- 994
- −54 vs. Q1 2024
- Shares held
- 205.3M
- −1.07M (−0.5%) vs. Q1 2024
- Total value
- $21.9B
- −$9.98B (−31.3%) vs. Q1 2024
- New holders
- 98
- 332 more added
- Sold out
- 152
- 419 more reduced
11 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Estee Lauder Companies Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Union Savings Bank | 58 | $6.17K | 0.00% | −482−89.3% | Reduced |
| Harbor Investment Advisory, LLC | 62 | $6.60K | 0.00% | +2+3.3% | Added |
| Fairfield Financial Advisors, LTD | 63 | $6.70K | 0.00% | +63 | New |
| Pacific Center for Financial Services | 64 | $6.81K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 64 | $6.81K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 65 | $6.92K | 0.00% | −86−57.0% | Reduced |
| Frazier Financial Advisors, LLC | 65 | $6.92K | 0.01% | −9−12.2% | Reduced |
| Rakuten Securities, Inc. | 68 | $7.24K | 0.00% | +40+142.9% | Added |
| Raleigh Capital Management Inc. | 70 | $7.45K | 0.00% | −87−55.4% | Reduced |
| ZRC Wealth Management, LLC | 71 | $7.55K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 79 | $7.98K | 0.01% | +79 | New |
| Stephenson National Bank & Trust | 76 | $8.09K | 0.00% | +6+8.6% | Added |
| Hexagon Capital Partners LLC | 76 | $8.09K | 0.00% | −119−61.0% | Reduced |
| Laurel Wealth Advisors LLC | 76 | $8.09K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 78 | $8.30K | 0.01% | +78 | New |
| JNBA Financial Advisors | 80 | $8.51K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 82 | $8.72K | 0.00% | +43+110.3% | Added |
| Sunbelt Securities, Inc. | 86 | $9.12K | 0.00% | +1+1.2% | Added |
| Salem Investment Counselors Inc | 87 | $9.28K | 0.00% | −110−55.8% | Reduced |
| Tucker Asset Management LLC | 88 | $9.36K | 0.00% | +17+23.9% | Added |
| Tortoise Investment Management, LLC | 89 | $9.47K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 90 | $9.61K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 90 | $10.0K | 0.00% | −82−47.7% | Reduced |
| Covestor Ltd | 98 | $10.0K | 0.01% | −16−14.0% | Reduced |
| Community Bank, N.A. | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 100 | $10.6K | 0.00% | +100 | New |
| MV Capital Management, Inc. | 110 | $11.7K | 0.00% | +13+13.4% | Added |
| Family Firm, Inc. | 117 | $12.5K | 0.00% | +117 | New |
| JJJ Advisors Inc. | 121 | $12.9K | 0.00% | −19−13.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 125 | $13.0K | 0.01% | −11−8.1% | Reduced |
| Voisard Asset Management Group, Inc. | 130 | $13.8K | 0.01% | −20−13.3% | Reduced |
| Proequities, Inc. | 131 | $13.9K | 0.00% | −3−2.2% | Reduced |
| Hall Laurie J Trustee | 130 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 149 | $15.9K | 0.00% | −455−75.3% | Reduced |
| FNY Investment Advisers, LLC | 152 | $16.0K | 0.01% | +152 | New |
| Farmers & Merchants Investments Inc | 151 | $16.1K | 0.00% | −17−10.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 152 | $16.2K | 0.00% | +152 | New |
| Anchor Investment Management, LLC | 154 | $16.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 159 | $16.9K | 0.01% | +1+0.6% | Added |
| Kings Path Partners LLC | 160 | $17.0K | 0.01% | +160 | New |
| Operose Advisors LLC | 164 | $17.4K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 168 | $17.9K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 173 | $18.4K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 175 | $18.6K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 180 | $19.2K | 0.04% | +180 | New |
| Avion Wealth | 192 | $20.0K | 0.01% | −7−3.5% | Reduced |
| Crewe Advisors LLC | 199 | $21.2K | 0.00% | −31−13.5% | Reduced |
| Piscataqua Savings Bank | 200 | $21.3K | 0.02% | −6−2.9% | Reduced |
| Addison Advisors LLC | 200 | $21.3K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 203 | $21.6K | 0.01% | +203 | New |
| Institutional & Family Asset Management, LLC | 216 | $23.0K | 0.00% | −14−6.1% | Reduced |
| Atwood & Palmer Inc | 216 | $23.0K | 0.00% | +216 | New |
| Glass Jacobson Investment Advisors llc | 217 | $23.1K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 220 | $23.4K | 0.01% | −75−25.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 220 | $23.4K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 230 | $24.5K | 0.01% | +63+37.7% | Added |
| Oakworth Capital, Inc. | 236 | $25.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 239 | $25.4K | 0.00% | −311−56.5% | Reduced |
| EverSource Wealth Advisors, LLC | 257 | $25.6K | 0.00% | −394−60.5% | Reduced |
| Harbour Investments, Inc. | 242 | $25.8K | 0.00% | −67−21.7% | Reduced |
| Johnson Financial Group, Inc. | 247 | $26.3K | 0.00% | −29−10.5% | Reduced |
| CVA Family Office, LLC | 258 | $27.5K | 0.00% | −644−71.4% | Reduced |
| SYSTM Wealth Solutions LLC | 264 | $28.1K | 0.01% | −36−12.0% | Reduced |
| Rothschild Investment LLC | 280 | $29.8K | 0.00% | −160−36.4% | Reduced |
| TFC Financial Management | 294 | $31.3K | 0.01% | −80−21.4% | Reduced |
| Kimelman & Baird, LLC | 300 | $31.9K | 0.00% | +300 | New |
| Park Circle Co | 300 | $31.9K | 0.03% | +300 | New |
| Exchange Traded Concepts, LLC | 326 | $34.7K | 0.00% | −311−48.8% | Reduced |
| MCF Advisors LLC | 336 | $35.8K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 345 | $36.7K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 350 | $37.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 351 | $37.3K | 0.00% | −51−12.7% | Reduced |
| Smartleaf Asset Management LLC | 366 | $40.6K | 0.01% | +94+34.6% | Added |
| GHP Investment Advisors, Inc. | 383 | $40.8K | 0.00% | +2+0.5% | Added |
| Central Bank & Trust Co | 388 | $41.3K | 0.01% | −83−17.6% | Reduced |
| CNB Bank | 393 | $41.8K | 0.02% | −274−41.1% | Reduced |
| Delta Asset Management LLC | 400 | $42.6K | 0.00% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 400 | $43.0K | 0.01% | −3,115−88.6% | Reduced |
| Smithfield Trust Co | 400 | $43.0K | 0.00% | −200−33.3% | Reduced |
| Valley National Advisers Inc | 429 | $45.0K | 0.01% | −70−14.0% | Reduced |
| Chilton Capital Management LLC | 431 | $45.9K | 0.00% | +168+63.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 433 | $46.1K | 0.01% | −38−8.1% | Reduced |
| Spectrum Wealth Counsel, LLC | 438 | $46.6K | 0.01% | 00.0% | Unchanged |
| Ecofi Investissements SA | 500 | $47.5K | 0.03% | +500 | New |
| True Wealth Design, LLC | 455 | $48.4K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 475 | $50.5K | 0.00% | −224−32.0% | Reduced |
| Farther Finance Advisors, LLC | 488 | $51.4K | 0.00% | −508−51.0% | Reduced |
| ORG Partners LLC | 492 | $52.0K | 0.01% | +466+1,792.3% | Added |
| Walleye Trading LLC | 496 | $52.8K | 0.00% | −28,185−98.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 510 | $54.2K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 520 | $55.3K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 522 | $55.5K | 0.00% | −423−44.8% | Reduced |
| Private Trust Co NA | 582 | $61.9K | 0.01% | +101+21.0% | Added |
| GPS Wealth Strategies Group, LLC | 591 | $62.9K | 0.01% | −55−8.5% | Reduced |
| Manchester Capital Management LLC | 611 | $65.0K | 0.01% | −84−12.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 612 | $65.1K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 657 | $69.9K | 0.02% | +657 | New |
| Dunhill Financial, LLC | 684 | $72.8K | 0.05% | +660+2,750.0% | Added |
| Bokf, NA | 693 | $73.7K | 0.00% | −16,798−96.0% | Reduced |