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Livermore
Livermore
ZHEN

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, Q3 2024

Institutional positions in Estee Lauder Companies Inc as of Sep 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
921
−62 vs. Q2 2024
Shares held
201.3M
+11.1M (+5.8%) vs. Q2 2024
Total value
$20.0B
−$287.2M (−1.4%) vs. Q2 2024
New holders
110
333 more added
Sold out
172
351 more reduced

11 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 921 institutions
Q1 2021: 1,135 institutionsQ2 2021: 1,152 institutionsQ3 2021: 1,174 institutionsQ4 2021: 1,261 institutionsQ1 2022: 1,207 institutionsQ2 2022: 1,157 institutionsQ3 2022: 1,126 institutionsQ4 2022: 1,184 institutionsQ1 2023: 1,235 institutionsQ2 2023: 1,132 institutionsQ3 2023: 1,037 institutionsQ4 2023: 1,039 institutionsQ1 2024: 1,059 institutionsQ2 2024: 994 institutionsQ3 2024: 921 institutionsQ4 2024: 843 institutionsQ1 2025: 793 institutionsQ2 2025: 811 institutionsQ3 2025: 822 institutionsQ4 2025: 889 institutionsQ1 2026: 836 institutionsQ2 2026: 834 institutions
Value heldQ3 2024: $20.0B
Q1 2021: $59.4BQ2 2021: $65.4BQ3 2021: $60.9BQ4 2021: $76.0BQ1 2022: $55.1BQ2 2022: $52.0BQ3 2022: $43.7BQ4 2022: $50.6BQ1 2023: $50.0BQ2 2023: $39.6BQ3 2023: $29.2BQ4 2023: $30.1BQ1 2024: $32.0BQ2 2024: $21.9BQ3 2024: $20.0BQ4 2024: $15.9BQ1 2025: $14.2BQ2 2025: $17.8BQ3 2025: $19.1BQ4 2025: $24.0BQ1 2026: $16.4BQ2 2026: $18.1B
Institutions holding EL and their total value by quarter
QuarterHoldersValue
Q2 2026834$18.1B
Q1 2026836$16.4B
Q4 2025889$24.0B
Q3 2025822$19.1B
Q2 2025811$17.8B
Q1 2025793$14.2B
Q4 2024843$15.9B
Q3 2024921$20.0B
Q2 2024994$21.9B
Q1 20241,059$32.0B
Q4 20231,039$30.1B
Q3 20231,037$29.2B
Q2 20231,132$39.6B
Q1 20231,235$50.0B
Q4 20221,184$50.6B
Q3 20221,126$43.7B
Q2 20221,157$52.0B
Q1 20221,207$55.1B
Q4 20211,261$76.0B
Q3 20211,174$60.9B
Q2 20211,152$65.4B
Q1 20211,135$59.4B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Estee Lauder Companies Inc; share changes are against Q2 2024.

Institutions holding EL in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0Unchanged
American Capital Advisory, LLC0$90.00%0Unchanged
West Branch Capital LLC0$390.00%0New
Breakwater Investment Management1$1000.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC1$1000.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd1$1000.00%00.0%Unchanged
Creative Capital Management Investments LLC1$1000.00%00.0%Unchanged
First Personal Financial Services2$2000.00%+2New
Glen Eagle Advisors, LLC2$2020.00%−12−85.7%Reduced
Concord Wealth Partners3$2990.00%−9−75.0%Reduced
Creative Financial Designs Inc3$2990.00%00.0%Unchanged
Aspect Partners, LLC3$2990.00%00.0%Unchanged
WestEnd Advisors, LLC3$2990.00%+1+50.0%Added
Colonial Trust Co3$3000.00%+3New
GPS Wealth Strategies Group, LLC4$3990.00%−587−99.3%Reduced
Strengthening Families & Communities, LLC5$4980.00%00.0%Unchanged
NVWM, LLC5$4980.00%−2−28.6%Reduced
Key Financial Inc5$4980.00%00.0%Unchanged
JFS Wealth Advisors, LLC5$4990.00%−41−89.1%Reduced
Private Wealth Management Group, LLC5$4990.00%−40−88.9%Reduced
Riverview Trust Co6$5980.00%−162−96.4%Reduced
PayPay Securities Corp6$5980.05%−4−40.0%Reduced
Reuter James Wealth Management, LLC6$5980.00%+6New
DiNuzzo Private Wealth, Inc.6$5990.00%−6−50.0%Reduced
Asset Dedication, LLC6$6150.00%00.0%Unchanged
Cornerstone Planning Group LLC8$7100.00%−38−82.6%Reduced
Semmax Financial Advisors Inc.12$7770.00%00.0%Unchanged
Claris Advisors, LLC9$8970.00%+9New
CBIZ Investment Advisory Services, LLC9$9130.00%00.0%Unchanged
Nemes Rush Group LLC6$9250.00%00.0%Unchanged
Bruce G. Allen Investments, LLC10$9970.00%−24−70.6%Reduced
POM Investment Strategies, LLC10$9970.00%00.0%Unchanged
Wolff Wiese Magana LLC10$9970.00%+10New
Pin Oak Investment Advisors Inc11$1.00K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.11$1.10K0.00%00.0%Unchanged
Highline Wealth Partners LLC11$1.10K0.00%−4−26.7%Reduced
SWAN Capital LLC12$1.20K0.00%00.0%Unchanged
Globeflex Capital L P13$1.30K0.00%00.0%Unchanged
Peterson Financial Group, Inc.13$1.30K0.01%+13New
Core Alternative Capital15$1.50K0.00%00.0%Unchanged
Hollencrest Capital Management16$1.59K0.00%00.0%Unchanged
Caitlin John, LLC27$1.67K0.00%+7+35.0%Added
Provenance Wealth Advisors, LLC18$1.79K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC20$1.99K0.00%00.0%Unchanged
ESL Trust Services, LLC20$1.99K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc20$1.99K0.00%00.0%Unchanged
Penserra Capital Management LLC30$2.00K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.33$2.07K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.21$2.09K0.00%00.0%Unchanged
BFSG, LLC22$2.19K0.00%−15−40.5%Reduced
Perkins Coie Trust Co23$2.29K0.00%00.0%Unchanged
Financial Perspectives, Inc24$2.41K0.00%00.0%Unchanged
Morse Asset Management, Inc25$2.49K0.00%−4,555−99.5%Reduced
Goodman Advisory Group, LLC25$2.49K0.00%00.0%Unchanged
NBC Securities, Inc.35$3.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC31$3.00K0.00%00.0%Unchanged
Continuum Advisory, LLC48$3.11K0.00%−8−14.3%Reduced
Live Oak Investment Partners–$3.19K0.00%––
Bell Investment Advisors, Inc33$3.29K0.00%−20−37.7%Reduced
Beacon Capital Management, LLC34$3.39K0.00%−16−32.0%Reduced
Red Tortoise LLC36$3.63K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC38$3.79K0.00%−38−50.0%Reduced
FinTrust Capital Advisors, LLC38$3.79K0.00%00.0%Unchanged
Clear Point Advisors Inc.38$3.80K0.00%00.0%Unchanged
Grove Bank & Trust40$3.99K0.00%−740−94.9%Reduced
Trifecta Capital Advisors, LLC40$3.99K0.00%−10−20.0%Reduced
Accent Capital Management, LLC42$4.19K0.00%00.0%Unchanged
Raffa Wealth Management, LLC43$4.29K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.44$4.39K0.00%+44New
Twin Lakes Capital Management, LLC46$4.61K0.00%00.0%Unchanged
McMahon Financial Advisors, LLC51$5.08K0.00%00.0%Unchanged
SJS Investment Consulting Inc.53$5.28K0.00%+45+562.5%Added
Adirondack Trust Co54$5.38K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group55$5.48K0.00%00.0%Unchanged
Abound Wealth Management56$5.58K0.00%+14+33.3%Added
Fortitude Family Office, LLC56$5.58K0.00%+56New
First Pacific Financial58$5.76K0.00%+1+1.8%Added
Meeder Asset Management Inc58$5.78K0.00%+12+26.1%Added
Dunhill Financial, LLC58$5.83K0.00%−626−91.5%Reduced
FSA Wealth Management LLC62$6.17K0.00%+62New
Tortoise Investment Management, LLC62$6.18K0.00%−27−30.3%Reduced
Fairfield Financial Advisors, LTD63$6.28K0.00%00.0%Unchanged
Pacific Center for Financial Services64$6.38K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC65$6.48K0.01%00.0%Unchanged
GoalVest Advisory LLC66$6.58K0.00%+66New
AdvisorNet Financial, Inc68$6.78K0.00%+46+209.1%Added
Proequities, Inc.71$7.08K0.00%−60−45.8%Reduced
ZRC Wealth Management, LLC71$7.08K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC73$7.28K0.00%−101,026−99.9%Reduced
New Millennium Group LLC78$7.78K0.01%00.0%Unchanged
Fairscale Capital, LLC79$7.88K0.01%00.0%Unchanged
Venturi Wealth Management, LLC80$7.98K0.00%−2−2.4%Reduced
JNBA Financial Advisors80$7.98K0.00%00.0%Unchanged
MV Capital Management, Inc.81$8.07K0.00%−29−26.4%Reduced
Bokf, NA85$8.11K0.00%−608−87.7%Reduced
Sachetta, LLC82$8.18K0.00%+74+925.0%Added
Salem Investment Counselors Inc87$8.69K0.00%00.0%Unchanged
Tucker Asset Management LLC88$8.77K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC90$8.97K0.00%+25+38.5%Added
Bogart Wealth, LLC90$9.01K0.00%00.0%Unchanged