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 |
|---|---|---|---|---|---|
| Stonehage Fleming Financial Services Holdings Ltd | 808 | $60.6K | 0.00% | −1,206−59.9% | Reduced |
| Central Trust Co | 830 | $62.2K | 0.00% | −505−37.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 833 | $62.5K | 0.01% | +833 | New |
| Ronald Blue Trust, Inc. | 844 | $63.3K | 0.00% | −861−50.5% | Reduced |
| Lazard Asset Management LLC | 878 | $65.0K | 0.00% | −2,452,434−100.0% | Reduced |
| Amica Retiree Medical Trust | 886 | $66.0K | 0.06% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 940 | $70.5K | 0.03% | −395−29.6% | Reduced |
| Olistico Wealth, LLC | 993 | $74.5K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $75.0K | 0.05% | +1,000 | New |
| First Horizon Advisors, Inc. | 1,023 | $76.7K | 0.00% | −424−29.3% | Reduced |
| Peoples Bank | 1,085 | $81.3K | 0.06% | −175−13.9% | Reduced |
| Ci Investments Inc. | 1,089 | $82.0K | 0.00% | −30,037−96.5% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 1,134 | $85.0K | 0.01% | +1,134 | New |
| Ofi Invest Asset Management | 1,210 | $87.6K | 0.00% | +1,210 | New |
| TruNorth Capital Management, LLC | 1,200 | $90.0K | 0.02% | +1,200 | New |
| Murphy & Mullick Capital Management Corp | 1,225 | $91.9K | 0.08% | +1,225 | New |
| Center for Financial Planning, Inc. | 1,249 | $93.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,257 | $94.2K | 0.00% | +451+56.0% | Added |
| SBI Securities Co., Ltd. | 1,306 | $97.9K | 0.00% | +1,306 | New |
| Federated Hermes, Inc. | 1,345 | $100.8K | 0.00% | +276+25.8% | Added |
| Venturi Wealth Management, LLC | 1,368 | $102.6K | 0.01% | +1,288+1,610.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,380 | $103.5K | 0.06% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,391 | $104.3K | 0.05% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,443 | $108.2K | 0.01% | +1,443 | New |
| Peterson Wealth Services | 1,506 | $112.9K | 0.03% | +134+9.8% | Added |
| BOK Financial Private Wealth, Inc. | 1,548 | $116.1K | 0.01% | −39−2.5% | Reduced |
| Investors Research Corp | 1,699 | $127.4K | 0.03% | −325−16.1% | Reduced |
| Allworth Financial LP | 1,641 | $130.8K | 0.00% | −1−0.1% | Reduced |
| Quarry LP | 1,745 | $130.8K | 0.03% | −4,139−70.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,640 | $137.0K | 0.00% | −380−18.8% | Reduced |
| SRS Capital Advisors, Inc. | 1,828 | $137.1K | 0.01% | +1,784+4,054.5% | Added |
| EverSource Wealth Advisors, LLC | 1,942 | $145.6K | 0.01% | +1,565+415.1% | Added |
| Price Jennifer C. | 2,000 | $150.0K | 0.20% | +2,000 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,010 | $150.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,018 | $151.3K | 0.00% | −514−20.3% | Reduced |
| Ancora Advisors, LLC | 2,102 | $157.6K | 0.00% | −2−0.1% | Reduced |
| AlphaMark Advisors, LLC | 2,230 | $167.0K | 0.07% | −580−20.6% | Reduced |
| Signaturefd, LLC | 2,238 | $167.8K | 0.00% | −884−28.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,313 | $173.4K | 0.01% | −177−7.1% | Reduced |
| Coppell Advisory Solutions LLC | 2,367 | $175.6K | 0.02% | +845+55.5% | Added |
| Huntington National Bank | 2,407 | $180.5K | 0.00% | −1,682−41.1% | Reduced |
| Ostrum Asset Management | 2,445 | $183.3K | 0.02% | −103−4.0% | Reduced |
| SOA Wealth Advisors, LLC. | 2,599 | $194.9K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,690 | $201.7K | 0.01% | +2,690 | New |
| Banco Santander, S.A. | 2,695 | $202.1K | 0.00% | +349+14.9% | Added |
| Quadrant Capital Group LLC | 2,714 | $203.5K | 0.01% | +386+16.6% | Added |
| MAI Capital Management | 2,727 | $204.5K | 0.00% | −80−2.9% | Reduced |
| Bessemer Group Inc | 2,792 | $209.0K | 0.00% | +460+19.7% | Added |
| ORBA Wealth Advisors, L.L.C. | 2,800 | $209.9K | 0.11% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 2,812 | $210.8K | 0.00% | −10,932−79.5% | Reduced |
| New England Research & Management, Inc. | 2,830 | $212.0K | 0.11% | −1,855−39.6% | Reduced |
| Agf Management Ltd | 2,844 | $213.2K | 0.00% | +2,844 | New |
| GAMMA Investing LLC | 2,850 | $213.7K | 0.02% | +1,042+57.6% | Added |
| Frank, Rimerman Advisors LLC | 2,869 | $215.1K | 0.02% | +738+34.6% | Added |
| Meridian Wealth Management, LLC | 2,878 | $215.8K | 0.01% | −203−6.6% | Reduced |
| Sheets Smith Wealth Management | 2,917 | $218.7K | 0.03% | −900−23.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,919 | $218.9K | 0.05% | −1,636−35.9% | Reduced |
| HB Wealth Management, LLC | 2,925 | $219.3K | 0.00% | +553+23.3% | Added |
| Personal Cfo Solutions, LLC | 2,928 | $219.5K | 0.04% | +28+1.0% | Added |
| Baader Bank INC | 2,939 | $220.4K | 0.02% | −1,159−28.3% | Reduced |
| Kestra Private Wealth Services, LLC | 2,939 | $220.4K | 0.00% | +680+30.1% | Added |
| Brookstone Capital Management | 2,950 | $221.2K | 0.00% | +423+16.7% | Added |
| Cacti Asset Management LLC | 3,000 | $222.6K | 0.02% | 00.0% | Unchanged |
| Permanens Capital L.P. | 2,987 | $224.0K | 0.04% | +2,987 | New |
| Chesley Taft & Associates LLC | 2,993 | $224.4K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,995 | $224.6K | 0.01% | −659−18.0% | Reduced |
| Corton Capital Inc. | 3,004 | $225.2K | 0.13% | −7,179−70.5% | Reduced |
| Tolleson Wealth Management, Inc. | 3,047 | $228.0K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,126 | $231.3K | 0.02% | −499,710−99.4% | Reduced |
| Prospera Financial Services Inc | 3,083 | $231.6K | 0.01% | +91+3.0% | Added |
| Burford Brothers, Inc. | 3,110 | $233.2K | 0.11% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,150 | $236.2K | 0.00% | +1,149+57.4% | Added |
| Insigneo Advisory Services, LLC | 3,154 | $236.5K | 0.02% | +3,154 | New |
| Geller Advisors LLC | 3,175 | $238.1K | 0.02% | −275−8.0% | Reduced |
| Tiaa Trust, National Association | 3,178 | $238.3K | 0.00% | −356−10.1% | Reduced |
| Horizon Investments, LLC | 3,187 | $239.0K | 0.01% | +26+0.8% | Added |
| Caption Management, LLC | 3,200 | $239.9K | 0.01% | +3,200 | New |
| Brinker Capital Investments, LLC | 3,203 | $240.1K | 0.00% | +776+32.0% | Added |
| Orion Portfolio Solutions, LLC | 3,203 | $240.1K | 0.00% | +776+32.0% | Added |
| CIBC Private Wealth Group, LLC | 3,282 | $241.8K | 0.00% | +100+3.1% | Added |
| Polymer Capital Management (US) LLC | 3,226 | $241.9K | 0.08% | +3,226 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,285 | $246.3K | 0.01% | −455−12.2% | Reduced |
| Maxwell Wealth Strategies Inc. | 3,336 | $250.1K | 0.10% | −1,670−33.4% | Reduced |
| Manchester Capital Management LLC | 3,356 | $251.6K | 0.03% | +3,106+1,242.4% | Added |
| Integrated Wealth Concepts LLC | 3,366 | $252.4K | 0.00% | −5,715−62.9% | Reduced |
| MUFG Securities Americas Inc. | 3,446 | $258.4K | 0.03% | +3,446 | New |
| Clearstead Advisors, LLC | 3,455 | $259.1K | 0.00% | −753−17.9% | Reduced |
| Advisory Services Network, LLC | 3,466 | $259.9K | 0.00% | +624+22.0% | Added |
| Argonautica Private Wealth Management, Inc | 3,479 | $260.9K | 0.08% | −342−9.0% | Reduced |
| Raiffeisen Bank International AG | 3,526 | $261.6K | 0.00% | +3,526 | New |
| Levin Capital Strategies, L.P. | 3,500 | $262.4K | 0.03% | 00.0% | Unchanged |
| Boit C F David | 3,500 | $262.4K | 0.13% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 3,508 | $263.0K | 0.05% | +3,508 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 3,545 | $265.8K | 0.05% | −150−4.1% | Reduced |
| Davenport & Co LLC | 3,611 | $270.8K | 0.00% | +441+13.9% | Added |
| Unique Wealth Strategies, LLC | 3,614 | $271.0K | 0.12% | −2,559−41.5% | Reduced |
| Bramshill Investments, LLC | 3,619 | $271.4K | 0.04% | −5,781−61.5% | Reduced |
| Versor Investments LP | 3,620 | $271.4K | 0.05% | −7,030−66.0% | Reduced |
| Virtu Financial LLC | 3,628 | $272.0K | 0.01% | −15,789−81.3% | Reduced |
| Headlands Technologies LLC | 3,638 | $272.8K | 0.03% | −70,912−95.1% | Reduced |