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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, Q4 2024

Institutional positions in Estee Lauder Companies Inc as of Dec 31, 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
843
−64 vs. Q3 2024
Shares held
212.3M
+12.1M (+6.0%) vs. Q3 2024
Total value
$15.9B
−$3.96B (−19.9%) vs. Q3 2024
New holders
148
250 more added
Sold out
212
339 more reduced

14 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 843 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 heldQ4 2024: $15.9B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Estee Lauder Companies Inc; share changes are against Q3 2024.

Institutions holding EL in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Householder Group Estate & Retirement Specialist, LLC6$00.00%−25−80.6%Reduced
Capital Advisors, Ltd. LLC5$00.00%+5New
American Capital Advisory, LLC0$70.00%0Unchanged
Sugarloaf Wealth Management, LLC1$750.00%00.0%Unchanged
Breakwater Investment Management1$750.00%00.0%Unchanged
Cape Investment Advisory, Inc.1$750.00%+1New
DiNuzzo Private Wealth, Inc.2$1500.00%−4−66.7%Reduced
Kohmann Bosshard Financial Services, LLC2$1500.00%+2New
Activest Wealth Management2$1500.00%+2New
Global Financial Private Client, LLC2$1500.00%+2New
Creative Financial Designs Inc3$2250.00%00.0%Unchanged
WestEnd Advisors, LLC3$2250.00%00.0%Unchanged
NewSquare Capital LLC3$2250.00%+3New
Winnow Wealth LLC5$3510.00%+5New
Chesapeake Asset Management LLC5$3740.00%−1,995−99.8%Reduced
Wolff Wiese Magana LLC5$3750.00%−5−50.0%Reduced
Key Financial Inc5$3750.00%00.0%Unchanged
Nemes Rush Group LLC6$4500.00%00.0%Unchanged
Transce3nd, LLC9$6640.00%+9New
PayPay Securities Corp9$6750.03%+3+50.0%Added
Lee Danner & Bass Inc9$6750.00%+9New
UMA Financial Services, Inc.9$6750.00%+9New
Principia Wealth Advisory, LLC9$6750.00%+9New
POM Investment Strategies, LLC10$7500.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.11$8240.00%00.0%Unchanged
Semmax Financial Advisors Inc.12$8660.00%00.0%Unchanged
SWAN Capital LLC12$9000.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC12$9000.00%+12New
Pin Oak Investment Advisors Inc11$1.00K0.00%00.0%Unchanged
True Wealth Design, LLC14$1.05K0.00%−520−97.4%Reduced
Delos Wealth Advisors, LLC14$1.05K0.00%+14New
Dunhill Financial, LLC14$1.05K0.00%−44−75.9%Reduced
Core Alternative Capital15$1.13K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC15$1.13K0.00%+15New
WealthTrak Capital Management LLC15$1.13K0.00%+15New
Hollencrest Capital Management16$1.20K0.00%00.0%Unchanged
NVWM, LLC17$1.27K0.00%+12+240.0%Added
AdvisorNet Financial, Inc18$1.35K0.00%−50−73.5%Reduced
Provenance Wealth Advisors, LLC18$1.35K0.00%00.0%Unchanged
Pacific Center for Financial Services20$1.50K0.00%−44−68.8%Reduced
HHM Wealth Advisors, LLC20$1.50K0.00%00.0%Unchanged
ESL Trust Services, LLC20$1.50K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc20$1.50K0.00%00.0%Unchanged
Financial Management Professionals, Inc.20$1.50K0.00%+20New
Sound Income Strategies, LLC20$1.50K0.00%+20New
Compass Financial Services Inc21$1.56K0.00%+21New
Caldwell Sutter Capital, Inc.21$1.57K0.00%00.0%Unchanged
WPG Advisers, LLC21$1.57K0.00%+21New
Clark Wealth Partners22$1.65K0.00%+22New
Perkins Coie Trust Co23$1.72K0.00%00.0%Unchanged
Financial Perspectives, Inc24$1.82K0.00%00.0%Unchanged
Rialto Wealth Management, LLC26$1.95K0.00%+26New
Newbridge Financial Services Group, Inc.26$1.97K0.00%+26New
Winthrop Capital Management, LLC25$2.00K0.00%+25New
Caitlin John, LLC27$2.00K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC27$2.02K0.00%+18+200.0%Added
Millstone Evans Group, LLC27$2.02K0.00%+27New
Fortitude Family Office, LLC28$2.10K0.00%−28−50.0%Reduced
Bell Investment Advisors, Inc28$2.10K0.00%−5−15.2%Reduced
Whipplewood Advisors, LLC28$2.10K0.00%+28New
TCTC Holdings, LLC29$2.17K0.00%+29New
Bokf, NA30$2.20K0.00%−55−64.7%Reduced
Consultiva Wealth Management, Corp.30$2.25K0.01%+30New
Live Oak Investment Partners–$2.25K0.00%––
Kiely Wealth Advisory Group, Inc.33$2.27K0.00%00.0%Unchanged
Cornerstone Planning Group LLC30$2.51K0.00%+22+275.0%Added
Beacon Capital Management, LLC34$2.56K0.00%00.0%Unchanged
Red Tortoise LLC37$2.74K0.00%+1+2.8%Added
Van Hulzen Asset Management, LLC38$2.85K0.00%+38New
Annis Gardner Whiting Capital Advisors, LLC39$2.92K0.00%+39New
Private Wealth Management Group, LLC40$3.00K0.00%+35+700.0%Added
Abound Wealth Management40$3.03K0.00%−16−28.6%Reduced
Accent Capital Management, LLC42$3.15K0.00%00.0%Unchanged
Raffa Wealth Management, LLC43$3.22K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC50$3.30K0.00%+50New
Spire Wealth Management44$3.31K0.00%−153−77.7%Reduced
Twin Lakes Capital Management, LLC46$3.48K0.00%00.0%Unchanged
Proequities, Inc.44$3.51K0.00%−27−38.0%Reduced
Meeder Asset Management Inc48$3.60K0.00%−10−17.2%Reduced
Accredited Wealth Management, LLC50$3.75K0.00%+50New
Continuum Advisory, LLC56$4.20K0.00%+8+16.7%Added
Sunbelt Securities, Inc.57$4.26K0.00%−76−57.1%Reduced
First Pacific Financial58$4.35K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC60$4.50K0.00%−30−33.3%Reduced
Tortoise Investment Management, LLC62$4.65K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC62$4.65K0.00%+22+55.0%Added
High Note Wealth, LLC62$4.65K0.00%+62New
FSA Wealth Management LLC62$4.66K0.00%00.0%Unchanged
Endeavor Private Wealth, Inc.62$4.68K0.00%+62New
Frazier Financial Advisors, LLC65$4.82K0.00%00.0%Unchanged
LRI Investments, LLC4,881$4.88K0.00%−1,500−23.5%Reduced
Horizon Bancorp Inc65$5.00K0.00%−159−71.0%Reduced
Winch Advisory Services, LLC68$5.10K0.00%+68New
ZRC Wealth Management, LLC71$5.35K0.00%00.0%Unchanged
TD Private Client Wealth LLC72$5.40K0.00%−1,178−94.2%Reduced
City Holding Co75$5.62K0.00%−1,255−94.4%Reduced
Rakuten Securities, Inc.77$5.77K0.00%−503−86.7%Reduced
Anchor Investment Management, LLC78$5.85K0.00%−110−58.5%Reduced
Zions Bancorporation, N.A.78$5.85K0.00%−81−50.9%Reduced
New Millennium Group LLC78$5.85K0.00%00.0%Unchanged