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 |
|---|---|---|---|---|---|
| Maxwell Wealth Strategies Inc. | 5,006 | $329.7K | 0.14% | +1,210+31.9% | Added |
| Machina Capital S.A.S. | 3,278 | $326.8K | 0.13% | −8,135−71.3% | Reduced |
| Umpqua Bank | 3,225 | $321.5K | 0.12% | −271−7.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,214 | $320.4K | 0.02% | −7,596−70.3% | Reduced |
| CIBC Private Wealth Group, LLC | 3,182 | $317.2K | 0.00% | −1,020−24.3% | Reduced |
| Vident Advisory, LLC | 3,173 | $316.3K | 0.01% | −272−7.9% | Reduced |
| Davenport & Co LLC | 3,170 | $316.1K | 0.00% | +671+26.9% | Added |
| Horizon Investments, LLC | 3,161 | $315.1K | 0.01% | −3,346−51.4% | Reduced |
| La Banque Postale Asset Management SA | 3,159 | $314.9K | 0.00% | −4,789−60.3% | Reduced |
| Citizens & Northern Corp | 3,144 | $313.4K | 0.09% | −3,901−55.4% | Reduced |
| Signaturefd, LLC | 3,122 | $311.2K | 0.01% | +789+33.8% | Added |
| Burford Brothers, Inc. | 3,110 | $310.0K | 0.16% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,081 | $307.1K | 0.02% | +3,081 | New |
| LRT Capital Management, LLC | 3,079 | $306.9K | 0.29% | +658+27.2% | Added |
| Tolleson Wealth Management, Inc. | 3,047 | $304.0K | 0.06% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,036 | $302.7K | 0.00% | −1,333−30.5% | Reduced |
| Advisory Services Network, LLC | 2,842 | $302.5K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,992 | $298.7K | 0.01% | +338+12.7% | Added |
| Chesley Taft & Associates LLC | 2,993 | $298.4K | 0.01% | −425−12.4% | Reduced |
| NorthRock Partners, LLC | 2,939 | $293.0K | 0.01% | −282−8.8% | Reduced |
| Modera Wealth Management, LLC | 2,910 | $290.1K | 0.00% | −299−9.3% | Reduced |
| Personal Cfo Solutions, LLC | 2,900 | $289.1K | 0.04% | +227+8.5% | Added |
| Zevenbergen Capital Investments LLC | 2,888 | $287.9K | 0.01% | −2,415−45.5% | Reduced |
| AlphaMark Advisors, LLC | 2,810 | $280.0K | 0.10% | +350+14.2% | Added |
| MAI Capital Management | 2,807 | $279.8K | 0.00% | −930−24.9% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 2,800 | $279.1K | 0.14% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,774 | $276.5K | 0.04% | +2,774 | New |
| Cacti Asset Management LLC | 3,000 | $275.9K | 0.02% | +3,000 | New |
| Alpha Family Trust | 2,745 | $273.6K | 0.15% | +2,745 | New |
| LifePlan Financial, LLC | 2,732 | $272.4K | 0.23% | −99−3.5% | Reduced |
| Abacus Planning Group, Inc. | 2,718 | $271.0K | 0.05% | +84+3.2% | Added |
| Hartford Funds Management Co LLC | 2,704 | $269.5K | 0.02% | +618+29.6% | Added |
| Morningstar Investment Services LLC | 2,686 | $268.0K | 0.00% | +2,686 | New |
| Avantax Advisory Services, Inc. | 2,687 | $267.8K | 0.00% | −11,622−81.2% | Reduced |
| Walker Asset Management, LLC | 2,650 | $264.2K | 0.16% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,693 | $261.9K | 0.00% | −3,529−56.7% | Reduced |
| Cove Private Wealth, LLC | 2,625 | $261.7K | 0.20% | +175+7.1% | Added |
| MBB Public Markets I LLC | 2,610 | $260.2K | 0.02% | −14,220−84.5% | Reduced |
| SOA Wealth Advisors, LLC. | 2,599 | $259.1K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 2,595 | $258.7K | 0.00% | −209−7.5% | Reduced |
| Ostrum Asset Management | 2,548 | $254.0K | 0.02% | −493−16.2% | Reduced |
| Counterpoint Mutual Funds LLC | 2,536 | $252.8K | 0.05% | +2,536 | New |
| Whittier Trust Co of Nevada Inc | 2,532 | $252.4K | 0.01% | −21,365−89.4% | Reduced |
| Financial Counselors Inc | 2,530 | $252.2K | 0.00% | −455−15.2% | Reduced |
| Brookstone Capital Management | 2,527 | $251.9K | 0.00% | −9−0.4% | Reduced |
| Boston Family Office LLC | 2,513 | $251.0K | 0.02% | −546−17.8% | Reduced |
| Sapient Capital LLC | 2,507 | $249.9K | 0.01% | −440−14.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,490 | $248.2K | 0.01% | +10.0% | Added |
| Welch & Forbes LLC | 2,450 | $244.2K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,444 | $243.6K | 0.00% | −1,741−41.6% | Reduced |
| Umb Bank N A | 2,439 | $243.1K | 0.00% | −580−19.2% | 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 |
| Keybank National Association | 2,420 | $241.2K | 0.00% | −542−18.3% | Reduced |
| Regions Financial Corp | 2,401 | $239.4K | 0.00% | −849−26.1% | Reduced |
| Abn Amro Investment Solutions | 2,390 | $238.3K | 0.00% | +258+12.1% | Added |
| Cigna Investments Inc | 2,389 | $238.0K | 0.04% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,376 | $236.9K | 0.04% | +171+7.8% | Added |
| HB Wealth Management, LLC | 2,372 | $236.5K | 0.00% | −888−27.2% | Reduced |
| FineMark National Bank & Trust | 2,357 | $235.0K | 0.01% | −50−2.1% | Reduced |
| Fulton Bank, N.A. | 2,353 | $234.6K | 0.01% | −1,029−30.4% | Reduced |
| Banco Santander, S.A. | 2,346 | $233.9K | 0.00% | +5+0.2% | Added |
| Quadrant Capital Group LLC | 2,328 | $232.1K | 0.02% | +297+14.6% | Added |
| Bessemer Group Inc | 2,332 | $232.0K | 0.00% | −5,582−70.5% | Reduced |
| Davis R M Inc | 2,304 | $229.7K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,266 | $225.9K | 0.01% | −1,658−42.3% | Reduced |
| Sage Private Wealth Group, LLC | 2,260 | $225.3K | 0.18% | +2,260 | New |
| Kestra Private Wealth Services, LLC | 2,259 | $225.2K | 0.00% | +306+15.7% | Added |
| Mill Creek Capital Advisors, LLC | 2,250 | $224.3K | 0.01% | −705−23.9% | Reduced |
| Commerzbank Aktiengesellschaft | 2,237 | $224.0K | 0.01% | +2,237 | New |
| Stonebrook Private Inc. | 2,230 | $222.3K | 0.06% | −188−7.8% | Reduced |
| LGT Fund Management Co Ltd. | 2,273 | $220.8K | 0.02% | +214+10.4% | Added |
| Moors & Cabot, Inc. | 2,200 | $219.3K | 0.01% | −34−1.5% | Reduced |
| Frank, Rimerman Advisors LLC | 2,131 | $212.4K | 0.02% | −1,036−32.7% | Reduced |
| Lincoln Capital LLC | 2,125 | $211.9K | 0.04% | +2,125 | New |
| Old Mission Investment Co LLC | 2,111 | $210.4K | 0.06% | 00.0% | Unchanged |
| XR Securities LLC | 2,107 | $210.0K | 1.36% | −3,800−64.3% | 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 |
| Ellevest, Inc. | 2,084 | $207.8K | 0.01% | −2,057−49.7% | Reduced |
| Kingsview Wealth Management, LLC | 2,070 | $206.3K | 0.00% | +2,070 | New |
| Strategic Investment Advisors | 2,048 | $204.2K | 0.02% | +85+4.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,038 | $203.2K | 0.05% | +2,038 | New |
| Investors Research Corp | 2,024 | $201.8K | 0.04% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 2,017 | $201.1K | 0.01% | +39+2.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,014 | $200.8K | 0.01% | −387,563−99.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,010 | $200.4K | 0.01% | +1,500+294.1% | Added |
| Seven Mile Advisory | 2,009 | $200.3K | 0.13% | −42−2.0% | Reduced |
| Bryn Mawr Trust Co | 2,001 | $199.5K | 0.00% | +2,001 | New |
| Chesapeake Asset Management LLC | 2,000 | $199.4K | 0.17% | +1,187+146.0% | Added |
| Acropolis Investment Management, LLC | 1,882 | $187.6K | 0.01% | −687−26.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,705 | $181.4K | 0.00% | −1,559−47.8% | Reduced |
| GAMMA Investing LLC | 1,808 | $180.2K | 0.02% | −353−16.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,020 | $179.0K | 0.00% | +105+5.5% | Added |
| Skopos Labs, Inc. | 1,704 | $169.9K | 0.06% | −738−30.2% | Reduced |
| Allworth Financial LP | 1,642 | $163.7K | 0.00% | +288+21.3% | Added |
| BOK Financial Private Wealth, Inc. | 1,587 | $158.2K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 1,531 | $152.6K | 0.00% | +1,531 | New |
| Coppell Advisory Solutions LLC | 1,522 | $152.0K | 0.02% | +459+43.2% | Added |
| Gleason Group, Inc. | 1,500 | $149.5K | 0.03% | +12+0.8% | Added |