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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 2,939 | $293.0K | 0.01% | −282−8.8% | Reduced |
| Chesley Taft & Associates LLC | 2,993 | $298.4K | 0.01% | −425−12.4% | Reduced |
| Prospera Financial Services Inc | 2,992 | $298.7K | 0.01% | +338+12.7% | Added |
| Advisory Services Network, LLC | 2,842 | $302.5K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,036 | $302.7K | 0.00% | −1,333−30.5% | Reduced |
| Tolleson Wealth Management, Inc. | 3,047 | $304.0K | 0.06% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 3,079 | $306.9K | 0.29% | +658+27.2% | Added |
| Meridian Wealth Management, LLC | 3,081 | $307.1K | 0.02% | +3,081 | New |
| Burford Brothers, Inc. | 3,110 | $310.0K | 0.16% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,122 | $311.2K | 0.01% | +789+33.8% | Added |
| Citizens & Northern Corp | 3,144 | $313.4K | 0.09% | −3,901−55.4% | Reduced |
| La Banque Postale Asset Management SA | 3,159 | $314.9K | 0.00% | −4,789−60.3% | Reduced |
| Horizon Investments, LLC | 3,161 | $315.1K | 0.01% | −3,346−51.4% | Reduced |
| Davenport & Co LLC | 3,170 | $316.1K | 0.00% | +671+26.9% | Added |
| Vident Advisory, LLC | 3,173 | $316.3K | 0.01% | −272−7.9% | Reduced |
| CIBC Private Wealth Group, LLC | 3,182 | $317.2K | 0.00% | −1,020−24.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,214 | $320.4K | 0.02% | −7,596−70.3% | Reduced |
| Umpqua Bank | 3,225 | $321.5K | 0.12% | −271−7.8% | Reduced |
| Machina Capital S.A.S. | 3,278 | $326.8K | 0.13% | −8,135−71.3% | Reduced |
| Maxwell Wealth Strategies Inc. | 5,006 | $329.7K | 0.14% | +1,210+31.9% | Added |
| Boston Trust Walden Corp | 3,313 | $330.3K | 0.00% | −3,730−53.0% | Reduced |
| Hills Bank & Trust Co | 3,322 | $331.2K | 0.03% | −51−1.5% | Reduced |
| Norway Savings Bank | 3,345 | $333.5K | 0.18% | −2,628−44.0% | Reduced |
| Boit C F David | 3,500 | $339.9K | 0.17% | +3,500 | New |
| Empowered Funds, LLC | 3,434 | $342.3K | 0.01% | +241+7.5% | Added |
| 9258 Wealth Management, LLC | 3,445 | $343.4K | 0.05% | −176−4.9% | Reduced |
| Geller Advisors LLC | 3,450 | $343.9K | 0.02% | +65+1.9% | Added |
| Axq Capital, LP | 3,451 | $344.0K | 0.10% | +3,451 | New |
| Alethea Capital Management, LLC | 3,462 | $345.1K | 0.25% | +3,462 | New |
| Larson Financial Group LLC | 3,468 | $345.7K | 0.02% | +1,859+115.5% | Added |
| Levin Capital Strategies, L.P. | 3,500 | $348.9K | 0.03% | +3,500 | New |
| Tiaa Trust, National Association | 3,534 | $352.3K | 0.00% | −382−9.8% | Reduced |
| Profund Advisors LLC | 3,654 | $364.3K | 0.01% | +968+36.0% | Added |
| iA Global Asset Management Inc. | 3,676 | $366.0K | 0.01% | +3,676 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 3,695 | $368.4K | 0.07% | −3,000−44.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,740 | $372.8K | 0.01% | +30+0.8% | Added |
| Glenview Trust Co | 3,760 | $374.8K | 0.01% | +11+0.3% | Added |
| LM Advisors LLC | 3,760 | $375.0K | 0.08% | +591+18.6% | Added |
| Baader Bank INC | 4,098 | $375.8K | 0.03% | +834+25.6% | Added |
| Sheets Smith Wealth Management | 3,817 | $380.5K | 0.05% | −9,000−70.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,821 | $380.9K | 0.13% | +23+0.6% | Added |
| Triangle Securities Wealth Management | 3,831 | $381.9K | 0.10% | −7,542−66.3% | Reduced |
| Westpac Banking Corp | 3,842 | $383.0K | 0.03% | +974+34.0% | Added |
| Wetherby Asset Management Inc | 3,848 | $383.6K | 0.02% | +133+3.6% | Added |
| Pinnacle Associates Ltd | 2,654 | $388.1K | 0.01% | +566+27.1% | Added |
| Atria Investments LLC | 3,916 | $390.4K | 0.00% | −5,188−57.0% | Reduced |
| Sterling Capital Management LLC | 3,925 | $391.3K | 0.01% | +3,925 | New |
| Kestra Advisory Services, LLC | 3,926 | $391.4K | 0.00% | −1,667−29.8% | Reduced |
| Aviso Financial Inc. | 3,959 | $394.7K | 0.02% | −2,189−35.6% | Reduced |
| Vestcor Inc | 3,978 | $397.0K | 0.01% | 00.0% | Unchanged |
| Navalign, LLC | 3,982 | $397.0K | 0.12% | +192+5.1% | Added |
| Nicolet Bankshares Inc | 3,985 | $397.3K | 0.10% | −651−14.0% | Reduced |
| MidWestOne Financial Group, Inc. | 4,028 | $401.6K | 0.06% | −41−1.0% | Reduced |
| SS&H Financial Advisors, Inc. | 4,030 | $402.0K | 0.15% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,038 | $402.5K | 0.00% | +4,038 | New |
| Northwest Bank & Trust Co | 4,039 | $402.6K | 0.31% | +54+1.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,083 | $406.0K | 0.01% | +509+14.2% | Added |
| Huntington National Bank | 4,089 | $407.6K | 0.00% | −235−5.4% | Reduced |
| Lido Advisors, LLC | 4,174 | $416.2K | 0.00% | −1,677−28.7% | Reduced |
| Clearstead Advisors, LLC | 4,208 | $419.5K | 0.01% | −100−2.3% | Reduced |
| Old National Bancorp | 4,217 | $420.4K | 0.01% | −66−1.5% | Reduced |
| Magnolia Capital Advisors LLC | 4,374 | $436.0K | 0.22% | +329+8.1% | Added |
| Coldstream Capital Management Inc | 4,464 | $438.4K | 0.01% | +225+5.3% | Added |
| Guardian Investment Management | 4,450 | $443.6K | 0.38% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,535 | $452.0K | 0.01% | −1,361−23.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,555 | $454.1K | 0.11% | −1,300−22.2% | Reduced |
| IHT Wealth Management, LLC | 4,574 | $455.2K | 0.01% | +4,574 | New |
| Petrus Trust Company, LTA | 4,595 | $458.1K | 0.04% | +1,509+48.9% | Added |
| Eagle Asset Management Inc | 7,199 | $460.1K | 0.00% | +1,974+37.8% | Added |
| Greenleaf Trust | 4,620 | $460.6K | 0.00% | +1,715+59.0% | Added |
| Exencial Wealth Advisors, LLC | 4,676 | $466.2K | 0.02% | +4,676 | New |
| New England Research & Management, Inc. | 4,685 | $467.0K | 0.22% | −400−7.9% | Reduced |
| Oxford Asset Management LLP | 4,690 | $467.5K | 0.39% | +1,550+49.4% | Added |
| Bailard, Inc. | 4,703 | $468.8K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,707 | $469.2K | 0.00% | −10.0% | Reduced |
| Garda Capital Partners LP | 4,708 | $469.3K | 0.12% | +1,494+46.5% | Added |
| Helios Capital Management Pte. Ltd | 4,750 | $473.5K | 0.29% | 00.0% | Unchanged |
| Haverford Trust Co | 4,765 | $475.0K | 0.00% | +1,557+48.5% | Added |
| Centiva Capital, LP | 4,851 | $483.6K | 0.02% | −14,340−74.7% | Reduced |
| Dorchester Wealth Management Co | 4,876 | $486.1K | 0.09% | −4,476−47.9% | Reduced |
| CWM, LLC | 4,930 | $491.0K | 0.00% | +1,099+28.7% | Added |
| TD Waterhouse Canada Inc. | 5,112 | $496.0K | 0.00% | +3,236+172.5% | Added |
| Prentice Capital Management, LP | 5,000 | $498.4K | 1.11% | +5,000 | New |
| Integrated Advisors Network LLC | 5,051 | $503.5K | 0.02% | +352+7.5% | Added |
| Bath Savings Trust Co | 5,056 | $504.0K | 0.05% | −4,887−49.2% | Reduced |
| Roberts Glore & Co Inc | 5,082 | $506.6K | 0.15% | +945+22.8% | Added |
| Scotia Capital Inc. | 5,283 | $526.7K | 0.00% | +2,102+66.1% | Added |
| Webster Bank, N. A. | 5,325 | $530.8K | 0.06% | −20−0.4% | Reduced |
| Acadian Asset Management LLC | 5,433 | $540.0K | 0.00% | −11,758−68.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 5,485 | $546.8K | 0.16% | +2,108+62.4% | Added |
| Wahed Invest LLC | 5,597 | $558.0K | 0.10% | +477+9.3% | Added |
| Bleakley Financial Group, LLC | 5,647 | $562.9K | 0.02% | −28,871−83.6% | Reduced |
| Boston Financial Mangement LLC | 5,657 | $564.0K | 0.02% | −1,051−15.7% | Reduced |
| Everence Capital Management Inc | 5,690 | $567.0K | 0.04% | +3,320+140.1% | Added |
| Kinneret Advisory, LLC | 5,710 | $569.2K | 0.05% | −74−1.3% | Reduced |
| Hudson Bay Capital Management LP | 5,711 | $569.3K | 0.00% | −1,536−21.2% | Reduced |
| Veriti Management LLC | 5,711 | $569.4K | 0.03% | +268+4.9% | Added |
| Northcape Capital Pty Ltd | 5,727 | $571.0K | 0.08% | +5,727 | New |
| Formidable Asset Management, LLC | 5,734 | $571.6K | 0.09% | +388+7.3% | Added |
| D.A. Davidson & Co. | 5,744 | $572.6K | 0.00% | +1,208+26.6% | Added |