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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 1,447 | $144.3K | 0.00% | +547+60.8% | Added |
| Motco | 1,431 | $142.7K | 0.01% | +223+18.5% | Added |
| S.A. Mason LLC | 1,391 | $138.7K | 0.07% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,380 | $137.6K | 0.07% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,372 | $136.8K | 0.04% | +1,372 | New |
| Central Trust Co | 1,335 | $133.1K | 0.00% | −87−6.1% | Reduced |
| Ransom Advisory, Ltd | 1,335 | $133.1K | 0.06% | −100−7.0% | Reduced |
| City Holding Co | 1,330 | $132.6K | 0.02% | −6,620−83.3% | Reduced |
| Quest Partners LLC | 1,301 | $129.7K | 0.01% | −472−26.6% | Reduced |
| Icon Wealth Advisors, LLC | 1,281 | $127.7K | 0.01% | −661−34.0% | Reduced |
| CVA Family Office, LLC | 1,271 | $126.7K | 0.02% | +1,013+392.6% | Added |
| Peoples Bank | 1,260 | $125.6K | 0.08% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,250 | $124.6K | 0.00% | −54−4.1% | Reduced |
| Center for Financial Planning, Inc. | 1,249 | $124.5K | 0.02% | +22+1.8% | Added |
| Principal Securities, Inc. | 1,129 | $112.5K | 0.00% | −2,514−69.0% | Reduced |
| Federated Hermes, Inc. | 1,069 | $106.6K | 0.00% | −16,669−94.0% | Reduced |
| LRI Investments, LLC | 6,381 | $102.1K | 0.01% | +4,881+325.4% | Added |
| Bartlett & Co. Wealth Management LLC | 1,024 | $102.1K | 0.00% | −225−18.0% | Reduced |
| Tobam | 1,025 | $102.0K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,011 | $101.0K | 0.04% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 993 | $99.0K | 0.06% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 971 | $96.8K | 0.00% | +971 | New |
| Northwest & Ethical Investments L.P. | 900 | $89.7K | 0.00% | +900 | New |
| NBT Bank N A | 888 | $88.5K | 0.01% | +888 | New |
| Amica Retiree Medical Trust | 886 | $88.0K | 0.07% | +886 | New |
| Heritage Wealth Advisors | 872 | $86.9K | 0.00% | +8+0.9% | Added |
| HM Payson & Co | 813 | $81.0K | 0.00% | −109−11.8% | Reduced |
| IFP Advisors, Inc | 806 | $80.3K | 0.00% | +16+2.0% | Added |
| Paladin Advisory Group, LLC | 787 | $78.5K | 0.06% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 714 | $71.2K | 0.01% | −2,936−80.4% | Reduced |
| Alta Advisers Ltd | 700 | $69.8K | 0.03% | 00.0% | Unchanged |
| Park Circle Co | 700 | $69.8K | 0.06% | +400+133.3% | Added |
| Farther Finance Advisors, LLC | 639 | $63.7K | 0.00% | +151+30.9% | Added |
| Parkside Financial Bank & Trust | 638 | $63.6K | 0.01% | −113−15.0% | Reduced |
| Cromwell Holdings LLC | 616 | $61.4K | 0.04% | −149−19.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 612 | $61.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 600 | $59.8K | 0.00% | −550−47.8% | Reduced |
| Rakuten Securities, Inc. | 580 | $57.8K | 0.03% | +512+752.9% | Added |
| Brown, Lisle/Cummings, Inc. | 547 | $54.5K | 0.02% | −440−44.6% | Reduced |
| True Wealth Design, LLC | 534 | $53.2K | 0.02% | +79+17.4% | Added |
| Magellan Asset Management Ltd | 522 | $52.0K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 520 | $51.8K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 506 | $50.4K | 0.00% | +506 | New |
| Pinpoint Asset Management Ltd | 500 | $49.8K | 0.01% | −2,021−80.2% | Reduced |
| Global Retirement Partners, LLC | 500 | $49.8K | 0.00% | −1,047−67.7% | Reduced |
| ORG Partners LLC | 497 | $49.6K | 0.01% | +5+1.0% | Added |
| Elequin Capital LP | 478 | $47.7K | 0.01% | +478 | New |
| Aster Capital Management (DIFC) Ltd | 476 | $47.5K | 0.01% | +476 | New |
| Trust Co of Vermont | 425 | $42.4K | 0.00% | −50−10.5% | Reduced |
| Rothschild Investment LLC | 420 | $41.9K | 0.00% | +140+50.0% | Added |
| Mather Group, LLC. | 408 | $40.7K | 0.00% | −389−48.8% | Reduced |
| Ecofi Investissements SA | 500 | $40.1K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 404 | $40.0K | 0.01% | −25−5.8% | Reduced |
| Smithfield Trust Co | 400 | $40.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 400 | $39.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 385 | $38.4K | 0.00% | −197−33.8% | Reduced |
| GHP Investment Advisors, Inc. | 381 | $38.0K | 0.00% | −2−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 377 | $37.6K | 0.00% | +120+46.7% | Added |
| Indiana Trust & Investment Management CO | 350 | $34.9K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 345 | $34.4K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 335 | $33.4K | 0.00% | −16−4.6% | Reduced |
| Smartleaf Asset Management LLC | 325 | $32.5K | 0.00% | −41−11.2% | Reduced |
| Ashton Thomas Securities, LLC | 314 | $31.3K | 0.01% | +314 | New |
| MCF Advisors LLC | 305 | $30.4K | 0.00% | −31−9.2% | Reduced |
| TFC Financial Management | 302 | $30.1K | 0.00% | +8+2.7% | Added |
| Kimelman & Baird, LLC | 300 | $29.9K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 296 | $29.0K | 0.01% | +144+94.7% | Added |
| State of Wyoming | 290 | $28.9K | 0.00% | +290 | New |
| Jaffetilchin Investment Partners, LLC | 261 | $26.0K | 0.00% | +261 | New |
| Manchester Capital Management LLC | 250 | $24.9K | 0.00% | −361−59.1% | Reduced |
| Johnson Financial Group, Inc. | 247 | $24.6K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 241 | $24.0K | 0.01% | +241 | New |
| Oakworth Capital, Inc. | 236 | $23.5K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 230 | $22.9K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 227 | $22.6K | 0.01% | −166−42.2% | Reduced |
| Horizon Bancorp Inc | 224 | $22.0K | 0.01% | −620−73.5% | Reduced |
| Tradewinds Capital Management, LLC | 220 | $21.9K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 220 | $21.9K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 217 | $21.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 215 | $21.5K | 0.00% | −27−11.2% | Reduced |
| Addison Advisors LLC | 200 | $19.9K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $19.9K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 199 | $19.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 197 | $19.7K | 0.00% | −42−17.6% | Reduced |
| Chilton Capital Management LLC | 191 | $19.0K | 0.00% | −240−55.7% | Reduced |
| EnRich Financial Partners LLC | 190 | $18.9K | 0.01% | −13−6.4% | Reduced |
| Anchor Investment Management, LLC | 188 | $18.7K | 0.00% | +34+22.1% | Added |
| Hexagon Capital Partners LLC | 184 | $18.3K | 0.00% | +108+142.1% | Added |
| Avion Wealth | 187 | $18.0K | 0.00% | −5−2.6% | Reduced |
| Covestor Ltd | 179 | $18.0K | 0.01% | +81+82.7% | Added |
| Operose Advisors LLC | 180 | $17.9K | 0.01% | +16+9.8% | Added |
| General Partner, Inc. | 175 | $17.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 174 | $17.4K | 0.00% | +25+16.8% | Added |
| Harbor Investment Advisory, LLC | 165 | $16.4K | 0.00% | +103+166.1% | Added |
| Kings Path Partners LLC | 160 | $15.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 160 | $15.9K | 0.01% | +1+0.6% | Added |
| Zions Bancorporation, N.A. | 159 | $15.9K | 0.00% | −17,342−99.1% | Reduced |
| Capital Performance Advisors LLP | 157 | $15.6K | 0.00% | +157 | New |
| Farmers & Merchants Investments Inc | 151 | $15.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 145 | $14.5K | 0.00% | −878−85.8% | Reduced |