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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Estee Lauder Companies Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fairscale Capital, LLC | 79 | $5.92K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 81 | $6.11K | 0.00% | −9−10.0% | Reduced |
| Tucker Asset Management LLC | 87 | $6.52K | 0.00% | −1−1.1% | Reduced |
| Salem Investment Counselors Inc | 87 | $6.54K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 88 | $6.60K | 0.00% | +88 | New |
| Crewe Advisors LLC | 90 | $6.75K | 0.00% | −109−54.8% | Reduced |
| Versant Capital Management, Inc | 91 | $6.82K | 0.00% | +91 | New |
| Hexagon Capital Partners LLC | 93 | $6.97K | 0.00% | −91−49.5% | Reduced |
| Hantz Financial Services, Inc. | 95 | $7.00K | 0.00% | −31−24.6% | Reduced |
| Crews Bank & Trust | 97 | $7.27K | 0.00% | +97 | New |
| Community Bank, N.A. | 100 | $7.50K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 100 | $7.50K | 0.00% | −12−10.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 100 | $7.50K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $7.50K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $7.50K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 100 | $7.50K | 0.01% | +100 | New |
| PenderFund Capital Management Ltd. | 71 | $7.65K | 0.00% | +71 | New |
| Sierra Ocean, LLC | 103 | $7.72K | 0.01% | +103 | New |
| S&T Bank | 104 | $7.80K | 0.00% | +104 | New |
| Bruce G. Allen Investments, LLC | 106 | $7.95K | 0.01% | +96+960.0% | Added |
| GW&K Investment Management, LLC | 125 | $9.00K | 0.00% | −13−9.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 122 | $9.15K | 0.00% | +122 | New |
| Sachetta, LLC | 126 | $9.45K | 0.00% | +44+53.7% | Added |
| IAG Wealth Partners, LLC | 127 | $9.52K | 0.00% | +127 | New |
| Geneos Wealth Management Inc. | 133 | $9.97K | 0.00% | +29+27.9% | Added |
| Hall Laurie J Trustee | 130 | $10.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 139 | $10.4K | 0.00% | +136+4,533.3% | Added |
| MeadowBrook Investment Advisors LLC | 145 | $10.9K | 0.01% | −200−58.0% | Reduced |
| Park Place Capital Corp | 145 | $10.9K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 150 | $11.0K | 0.01% | −146−49.3% | Reduced |
| Hemington Wealth Management | 154 | $11.0K | 0.00% | −4−2.5% | Reduced |
| Farmers & Merchants Investments Inc | 151 | $11.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 153 | $11.5K | 0.00% | +72+88.9% | Added |
| TFC Financial Management | 156 | $11.7K | 0.00% | −146−48.3% | Reduced |
| CNB Bank | 158 | $11.8K | 0.01% | −69−30.4% | Reduced |
| Synergy Financial Management, LLC | 120 | $12.0K | 0.00% | +120 | New |
| Kings Path Partners LLC | 160 | $12.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 160 | $12.0K | 0.00% | +20+14.3% | Added |
| Rise Advisors, LLC | 161 | $12.0K | 0.01% | +1+0.6% | Added |
| General Partner, Inc. | 175 | $13.1K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 192 | $14.0K | 0.00% | +5+2.7% | Added |
| EnRich Financial Partners LLC | 190 | $14.2K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 195 | $14.6K | 0.01% | −46−19.1% | Reduced |
| Piscataqua Savings Bank | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 200 | $15.0K | 0.00% | −297−59.8% | Reduced |
| Harbour Investments, Inc. | 206 | $15.4K | 0.00% | −9−4.2% | Reduced |
| MCF Advisors LLC | 217 | $16.3K | 0.00% | −88−28.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 217 | $16.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 220 | $16.5K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 220 | $16.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 232 | $17.4K | 0.00% | +94+68.1% | Added |
| Mather Group, LLC. | 252 | $18.9K | 0.00% | −156−38.2% | Reduced |
| Asset Dedication, LLC | 274 | $20.5K | 0.00% | +268+4,466.7% | Added |
| Trust Co of Vermont | 300 | $22.5K | 0.00% | −125−29.4% | Reduced |
| Kimelman & Baird, LLC | 300 | $22.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 303 | $22.7K | 0.00% | −82−21.3% | Reduced |
| CVA Family Office, LLC | 309 | $23.2K | 0.00% | −962−75.7% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 317 | $23.8K | 0.01% | +317 | New |
| Covestor Ltd | 321 | $24.0K | 0.02% | +142+79.3% | Added |
| GeoWealth Management, LLC | 326 | $24.4K | 0.00% | −645−66.4% | Reduced |
| Park Circle Co | 350 | $26.2K | 0.02% | −350−50.0% | Reduced |
| Indiana Trust & Investment Management CO | 350 | $26.2K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 358 | $26.9K | 0.01% | +303+550.9% | Added |
| Eastern Bank | 363 | $27.2K | 0.00% | −1,168−76.3% | Reduced |
| Aventura Private Wealth, LLC | 371 | $27.8K | 0.01% | +371 | New |
| Valley National Advisers Inc | 378 | $28.0K | 0.01% | −26−6.4% | Reduced |
| Ameliora Wealth Management Ltd. | 385 | $28.9K | 0.01% | +385 | New |
| Deseret Mutual Benefit Administrators | 388 | $29.1K | 0.01% | +158+68.7% | Added |
| Golden State Wealth Management, LLC | 398 | $29.9K | 0.00% | +398 | New |
| Delta Asset Management LLC | 400 | $30.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 400 | $30.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 401 | $30.1K | 0.02% | +300+297.0% | Added |
| Manitou Investment Management Ltd. | 424 | $31.8K | 0.01% | −224,874−99.8% | Reduced |
| GHP Investment Advisors, Inc. | 451 | $33.8K | 0.00% | +70+18.4% | Added |
| Ecofi Investissements SA | 500 | $34.7K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 473 | $35.4K | 0.00% | −27−5.4% | Reduced |
| Smartleaf Asset Management LLC | 479 | $35.5K | 0.00% | +154+47.4% | Added |
| Massmutual Trust Co FSB | 476 | $35.7K | 0.00% | +141+42.1% | Added |
| Rothschild Investment LLC | 516 | $38.7K | 0.00% | +96+22.9% | Added |
| Brown, Lisle/Cummings, Inc. | 517 | $38.8K | 0.01% | −30−5.5% | Reduced |
| Heritage Wealth Advisors | 539 | $40.4K | 0.00% | −333−38.2% | Reduced |
| Farther Finance Advisors, LLC | 558 | $41.9K | 0.00% | −81−12.7% | Reduced |
| Umb Bank N A | 572 | $42.9K | 0.00% | −1,867−76.5% | Reduced |
| Montag A & Associates Inc | 600 | $45.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 612 | $45.9K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 621 | $46.0K | 0.00% | +591+1,970.0% | Added |
| Quent Capital, LLC | 658 | $49.3K | 0.01% | +484+278.2% | Added |
| Cromwell Holdings LLC | 662 | $49.6K | 0.03% | +46+7.5% | Added |
| Union Bancaire Privee, UBP SA | 680 | $50.4K | 0.00% | +680 | New |
| NBT Bank N A | 676 | $50.7K | 0.00% | −212−23.9% | Reduced |
| Principal Securities, Inc. | 681 | $51.0K | 0.00% | −448−39.7% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 714 | $53.5K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 738 | $55.3K | 0.00% | −75−9.2% | Reduced |
| Skopos Labs, Inc. | 762 | $57.1K | 0.02% | −942−55.3% | Reduced |
| Parkside Financial Bank & Trust | 777 | $58.3K | 0.01% | +139+21.8% | Added |
| Paladin Advisory Group, LLC | 787 | $59.0K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 800 | $60.0K | 0.00% | −224−21.9% | Reduced |