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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Estee Lauder Companies Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 1,011 | $101.0K | 0.04% | 00.0% | Unchanged |
| Tobam | 1,025 | $102.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,024 | $102.1K | 0.00% | −225−18.0% | Reduced |
| LRI Investments, LLC | 6,381 | $102.1K | 0.01% | +4,881+325.4% | Added |
| Federated Hermes, Inc. | 1,069 | $106.6K | 0.00% | −16,669−94.0% | Reduced |
| Principal Securities, Inc. | 1,129 | $112.5K | 0.00% | −2,514−69.0% | Reduced |
| Center for Financial Planning, Inc. | 1,249 | $124.5K | 0.02% | +22+1.8% | Added |
| TD Private Client Wealth LLC | 1,250 | $124.6K | 0.00% | −54−4.1% | Reduced |
| Peoples Bank | 1,260 | $125.6K | 0.08% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,271 | $126.7K | 0.02% | +1,013+392.6% | Added |
| Icon Wealth Advisors, LLC | 1,281 | $127.7K | 0.01% | −661−34.0% | Reduced |
| Quest Partners LLC | 1,301 | $129.7K | 0.01% | −472−26.6% | Reduced |
| City Holding Co | 1,330 | $132.6K | 0.02% | −6,620−83.3% | Reduced |
| Ransom Advisory, Ltd | 1,335 | $133.1K | 0.06% | −100−7.0% | Reduced |
| Central Trust Co | 1,335 | $133.1K | 0.00% | −87−6.1% | Reduced |
| Peterson Wealth Services | 1,372 | $136.8K | 0.04% | +1,372 | New |
| Mark Sheptoff Financial Planning, LLC | 1,380 | $137.6K | 0.07% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,391 | $138.7K | 0.07% | 00.0% | Unchanged |
| Motco | 1,431 | $142.7K | 0.01% | +223+18.5% | Added |
| First Horizon Advisors, Inc. | 1,447 | $144.3K | 0.00% | +547+60.8% | Added |
| Gleason Group, Inc. | 1,500 | $149.5K | 0.03% | +12+0.8% | Added |
| Coppell Advisory Solutions LLC | 1,522 | $152.0K | 0.02% | +459+43.2% | Added |
| Eastern Bank | 1,531 | $152.6K | 0.00% | +1,531 | New |
| BOK Financial Private Wealth, Inc. | 1,587 | $158.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,642 | $163.7K | 0.00% | +288+21.3% | Added |
| Skopos Labs, Inc. | 1,704 | $169.9K | 0.06% | −738−30.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,020 | $179.0K | 0.00% | +105+5.5% | Added |
| GAMMA Investing LLC | 1,808 | $180.2K | 0.02% | −353−16.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,705 | $181.4K | 0.00% | −1,559−47.8% | Reduced |
| Acropolis Investment Management, LLC | 1,882 | $187.6K | 0.01% | −687−26.7% | Reduced |
| Chesapeake Asset Management LLC | 2,000 | $199.4K | 0.17% | +1,187+146.0% | Added |
| Bryn Mawr Trust Co | 2,001 | $199.5K | 0.00% | +2,001 | New |
| Seven Mile Advisory | 2,009 | $200.3K | 0.13% | −42−2.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,010 | $200.4K | 0.01% | +1,500+294.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,014 | $200.8K | 0.01% | −387,563−99.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,017 | $201.1K | 0.01% | +39+2.0% | Added |
| Investors Research Corp | 2,024 | $201.8K | 0.04% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 2,038 | $203.2K | 0.05% | +2,038 | New |
| Strategic Investment Advisors | 2,048 | $204.2K | 0.02% | +85+4.3% | Added |
| Kingsview Wealth Management, LLC | 2,070 | $206.3K | 0.00% | +2,070 | New |
| Ellevest, Inc. | 2,084 | $207.8K | 0.01% | −2,057−49.7% | Reduced |
| GenWealth Group, Inc. | 2,104 | $209.7K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,104 | $209.7K | 0.00% | +2+0.1% | Added |
| XR Securities LLC | 2,107 | $210.0K | 1.36% | −3,800−64.3% | Reduced |
| Old Mission Investment Co LLC | 2,111 | $210.4K | 0.06% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,125 | $211.9K | 0.04% | +2,125 | New |
| Frank, Rimerman Advisors LLC | 2,131 | $212.4K | 0.02% | −1,036−32.7% | Reduced |
| Moors & Cabot, Inc. | 2,200 | $219.3K | 0.01% | −34−1.5% | Reduced |
| LGT Fund Management Co Ltd. | 2,273 | $220.8K | 0.02% | +214+10.4% | Added |
| Stonebrook Private Inc. | 2,230 | $222.3K | 0.06% | −188−7.8% | Reduced |
| Commerzbank Aktiengesellschaft | 2,237 | $224.0K | 0.01% | +2,237 | New |
| Mill Creek Capital Advisors, LLC | 2,250 | $224.3K | 0.01% | −705−23.9% | Reduced |
| Kestra Private Wealth Services, LLC | 2,259 | $225.2K | 0.00% | +306+15.7% | Added |
| Sage Private Wealth Group, LLC | 2,260 | $225.3K | 0.18% | +2,260 | New |
| Apollon Wealth Management, LLC | 2,266 | $225.9K | 0.01% | −1,658−42.3% | Reduced |
| Davis R M Inc | 2,304 | $229.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,332 | $232.0K | 0.00% | −5,582−70.5% | Reduced |
| Quadrant Capital Group LLC | 2,328 | $232.1K | 0.02% | +297+14.6% | Added |
| Banco Santander, S.A. | 2,346 | $233.9K | 0.00% | +5+0.2% | Added |
| Fulton Bank, N.A. | 2,353 | $234.6K | 0.01% | −1,029−30.4% | Reduced |
| FineMark National Bank & Trust | 2,357 | $235.0K | 0.01% | −50−2.1% | Reduced |
| HB Wealth Management, LLC | 2,372 | $236.5K | 0.00% | −888−27.2% | Reduced |
| Biltmore Family Office, LLC | 2,376 | $236.9K | 0.04% | +171+7.8% | Added |
| Cigna Investments Inc | 2,389 | $238.0K | 0.04% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 2,390 | $238.3K | 0.00% | +258+12.1% | Added |
| Regions Financial Corp | 2,401 | $239.4K | 0.00% | −849−26.1% | Reduced |
| Keybank National Association | 2,420 | $241.2K | 0.00% | −542−18.3% | Reduced |
| Brinker Capital Investments, LLC | 2,427 | $241.9K | 0.00% | −2,922−54.6% | Reduced |
| Orion Portfolio Solutions, LLC | 2,427 | $241.9K | 0.00% | −2,922−54.6% | Reduced |
| Umb Bank N A | 2,439 | $243.1K | 0.00% | −580−19.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,444 | $243.6K | 0.00% | −1,741−41.6% | Reduced |
| Welch & Forbes LLC | 2,450 | $244.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,490 | $248.2K | 0.01% | +10.0% | Added |
| Sapient Capital LLC | 2,507 | $249.9K | 0.01% | −440−14.9% | Reduced |
| Boston Family Office LLC | 2,513 | $251.0K | 0.02% | −546−17.8% | Reduced |
| Brookstone Capital Management | 2,527 | $251.9K | 0.00% | −9−0.4% | Reduced |
| Financial Counselors Inc | 2,530 | $252.2K | 0.00% | −455−15.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,532 | $252.4K | 0.01% | −21,365−89.4% | Reduced |
| Counterpoint Mutual Funds LLC | 2,536 | $252.8K | 0.05% | +2,536 | New |
| Ostrum Asset Management | 2,548 | $254.0K | 0.02% | −493−16.2% | Reduced |
| Oppenheimer & Co Inc | 2,595 | $258.7K | 0.00% | −209−7.5% | Reduced |
| SOA Wealth Advisors, LLC. | 2,599 | $259.1K | 0.05% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,610 | $260.2K | 0.02% | −14,220−84.5% | Reduced |
| Cove Private Wealth, LLC | 2,625 | $261.7K | 0.20% | +175+7.1% | Added |
| RSM US Wealth Management LLC | 2,693 | $261.9K | 0.00% | −3,529−56.7% | Reduced |
| Walker Asset Management, LLC | 2,650 | $264.2K | 0.16% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,687 | $267.8K | 0.00% | −11,622−81.2% | Reduced |
| Morningstar Investment Services LLC | 2,686 | $268.0K | 0.00% | +2,686 | New |
| Hartford Funds Management Co LLC | 2,704 | $269.5K | 0.02% | +618+29.6% | Added |
| Abacus Planning Group, Inc. | 2,718 | $271.0K | 0.05% | +84+3.2% | Added |
| LifePlan Financial, LLC | 2,732 | $272.4K | 0.23% | −99−3.5% | Reduced |
| Alpha Family Trust | 2,745 | $273.6K | 0.15% | +2,745 | New |
| Cacti Asset Management LLC | 3,000 | $275.9K | 0.02% | +3,000 | New |
| Dark Forest Capital Management LP | 2,774 | $276.5K | 0.04% | +2,774 | New |
| ORBA Wealth Advisors, L.L.C. | 2,800 | $279.1K | 0.14% | 00.0% | Unchanged |
| MAI Capital Management | 2,807 | $279.8K | 0.00% | −930−24.9% | Reduced |
| AlphaMark Advisors, LLC | 2,810 | $280.0K | 0.10% | +350+14.2% | Added |
| Zevenbergen Capital Investments LLC | 2,888 | $287.9K | 0.01% | −2,415−45.5% | Reduced |
| Personal Cfo Solutions, LLC | 2,900 | $289.1K | 0.04% | +227+8.5% | Added |
| Modera Wealth Management, LLC | 2,910 | $290.1K | 0.00% | −299−9.3% | Reduced |