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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 3,638 | $272.8K | 0.01% | +3,638 | New |
| Formidable Asset Management, LLC | 3,643 | $273.2K | 0.04% | −2,091−36.5% | Reduced |
| Alpha Family Trust | 3,660 | $274.4K | 0.15% | +915+33.3% | Added |
| Aviso Financial Inc. | 3,693 | $276.9K | 0.01% | −266−6.7% | Reduced |
| Empowered Funds, LLC | 3,721 | $279.0K | 0.00% | +287+8.4% | Added |
| Northwest Bank & Trust Co | 3,872 | $279.2K | 0.21% | −167−4.1% | Reduced |
| Resources Investment Advisors, LLC. | 3,747 | $281.0K | 0.00% | +3,747 | New |
| Westpac Banking Corp | 3,808 | $285.5K | 0.02% | −34−0.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,853 | $288.9K | 0.08% | −1,632−29.8% | Reduced |
| Manhattan West Asset Management, LLC | 3,944 | $295.7K | 0.08% | −1,987−33.5% | Reduced |
| Krane Funds Advisors LLC | 3,953 | $296.4K | 0.01% | +3,953 | New |
| Sterling Capital Management LLC | 3,960 | $296.9K | 0.00% | +35+0.9% | Added |
| Vestcor Inc | 3,978 | $298.0K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 3,976 | $298.5K | 0.01% | +3,976 | New |
| MidWestOne Financial Group, Inc. | 4,028 | $302.0K | 0.04% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 4,030 | $303.0K | 0.11% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,047 | $303.4K | 0.01% | +4,047 | New |
| Argyle Capital Partners, LLC | 4,083 | $306.2K | 0.26% | +4,083 | New |
| Larson Financial Group LLC | 4,111 | $308.2K | 0.02% | +643+18.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,295 | $308.4K | 0.00% | +212+5.2% | Added |
| Parallel Advisors, LLC | 4,130 | $309.7K | 0.01% | −2,355−36.3% | Reduced |
| Panagora Asset Management Inc | 4,137 | $310.2K | 0.00% | −570−12.1% | Reduced |
| NorthRock Partners, LLC | 4,186 | $313.9K | 0.01% | +1,247+42.4% | Added |
| Park Avenue Securities LLC | 4,298 | $322.0K | 0.00% | −237−5.2% | Reduced |
| Cresset Asset Management, LLC | 4,314 | $323.5K | 0.00% | −11,777−73.2% | Reduced |
| Warren Averett Asset Management, LLC | 4,331 | $324.7K | 0.01% | +4,331 | New |
| EP Wealth Advisors, LLC | 4,334 | $325.0K | 0.00% | +296+7.3% | Added |
| Cove Private Wealth, LLC | 4,336 | $325.1K | 0.20% | +1,711+65.2% | Added |
| Webster Bank, N. A. | 4,404 | $330.2K | 0.04% | −921−17.3% | Reduced |
| D.A. Davidson & Co. | 4,448 | $333.6K | 0.00% | −1,296−22.6% | Reduced |
| Voleon Capital Management LP | 4,458 | $334.3K | 0.02% | +4,458 | New |
| United Advisor Group, LLC | 4,472 | $335.3K | 0.07% | +4,472 | New |
| Lido Advisors, LLC | 4,472 | $335.3K | 0.00% | +298+7.1% | Added |
| MPWM Advisory Solutions, LLC | 4,505 | $337.8K | 0.25% | +4,505 | New |
| Guardian Investment Management | 4,450 | $342.0K | 0.25% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,611 | $345.7K | 0.09% | −1,207−20.7% | Reduced |
| Integrated Advisors Network LLC | 4,621 | $346.5K | 0.02% | −430−8.5% | Reduced |
| Sandy Spring Bank | 4,667 | $349.9K | 0.01% | −15,718−77.1% | Reduced |
| Washington Capital Management Inc | 4,700 | $352.4K | 0.28% | +4,700 | New |
| Capula Management Ltd | 4,716 | $353.6K | 0.00% | +4,716 | New |
| Kestra Advisory Services, LLC | 4,720 | $353.9K | 0.00% | +794+20.2% | Added |
| Vident Advisory, LLC | 4,726 | $354.4K | 0.01% | +1,553+48.9% | Added |
| Helios Capital Management Pte. Ltd | 4,750 | $356.2K | 0.21% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,780 | $358.4K | 0.00% | +4,780 | New |
| Haverford Trust Co | 4,791 | $359.2K | 0.00% | +26+0.5% | Added |
| Carmignac Gestion | 4,800 | $359.9K | 0.01% | −8,000−62.5% | Reduced |
| Tobam | 5,075 | $381.0K | 0.12% | +4,050+395.1% | Added |
| Atria Investments LLC | 5,174 | $387.9K | 0.00% | +1,258+32.1% | Added |
| Siemens Fonds Invest GmbH | 5,279 | $391.6K | 0.04% | −6,304−54.4% | Reduced |
| Northcape Capital Pty Ltd | 5,227 | $392.0K | 0.06% | −500−8.7% | Reduced |
| GWM Advisors LLC | 5,243 | $393.1K | 0.00% | −603−10.3% | Reduced |
| Boothbay Fund Management, LLC | 5,327 | $399.4K | 0.01% | +5,327 | New |
| Dorchester Wealth Management Co | 5,380 | $403.4K | 0.08% | +504+10.3% | Added |
| CWM, LLC | 5,405 | $405.0K | 0.00% | +475+9.6% | Added |
| Boston Private Wealth LLC | 5,425 | $406.8K | 0.01% | +5,425 | New |
| QRG Capital Management, Inc. | 5,427 | $406.9K | 0.00% | −10,590−66.1% | Reduced |
| Wendell David Associates Inc | 5,427 | $407.0K | 0.04% | −780−12.6% | Reduced |
| Kinneret Advisory, LLC | 5,456 | $409.1K | 0.04% | −254−4.4% | Reduced |
| TD Waterhouse Canada Inc. | 5,544 | $415.5K | 0.00% | +432+8.5% | Added |
| Wahed Invest LLC | 5,578 | $418.2K | 0.07% | −19−0.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,647 | $423.4K | 0.00% | −2,127−27.4% | Reduced |
| Vision Capital Management, Inc. | 5,652 | $423.8K | 0.06% | −5,598−49.8% | Reduced |
| Boston Financial Mangement LLC | 5,657 | $424.2K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Corp | 5,725 | $429.0K | 0.15% | −1,271−18.2% | Reduced |
| Longfellow Investment Management Co LLC | 5,768 | $432.5K | 0.11% | +5,768 | New |
| Everence Capital Management Inc | 5,780 | $433.0K | 0.03% | +90+1.6% | Added |
| Dover Advisors, LLC | 5,791 | $434.2K | 0.25% | −105−1.8% | Reduced |
| Anthracite Investment Company, Inc. | 5,838 | $437.7K | 0.22% | +5,838 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 5,912 | $443.0K | 0.00% | +5,912 | New |
| Synovus Financial Corp | 5,912 | $443.3K | 0.01% | −2,182−27.0% | Reduced |
| Coldstream Capital Management Inc | 5,959 | $446.8K | 0.01% | +1,495+33.5% | Added |
| Saranac Partners Ltd | 5,963 | $447.1K | 0.25% | +5,963 | New |
| Whalerock Point Partners, LLC | 5,976 | $448.1K | 0.10% | −2,715−31.2% | Reduced |
| Northern Oak Wealth Management Inc | 6,006 | $450.3K | 0.06% | +6,006 | New |
| Northwestern Mutual Wealth Management Co | 6,053 | $453.9K | 0.00% | −4,475−42.5% | Reduced |
| Pitcairn Co | 6,069 | $455.1K | 0.03% | −3,320−35.4% | Reduced |
| Riverwater Partners LLC | 6,105 | $457.8K | 0.22% | +6,105 | New |
| National Wealth Management Group, LLC | 6,183 | $463.6K | 0.31% | +6,183 | New |
| Minot DeBlois Advisors LLC | 6,268 | $470.0K | 0.43% | +6,268 | New |
| Jaffetilchin Investment Partners, LLC | 6,342 | $475.5K | 0.03% | +6,081+2,329.9% | Added |
| GTS Securities LLC | 6,399 | $479.8K | 0.02% | −44,351−87.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,407 | $480.4K | 0.01% | −52−0.8% | Reduced |
| TAGStone Capital, Inc. | 6,456 | $484.0K | 0.24% | +29+0.5% | Added |
| Gamco Investors, Inc. Et Al | 6,461 | $484.4K | 0.01% | +6,461 | New |
| American Assets Inc | 6,500 | $487.4K | 0.15% | +6,500 | New |
| Sentry Investment Management LLC | 6,551 | $491.0K | 0.23% | +5,540+548.0% | Added |
| Mercer Global Advisors Inc | 6,559 | $491.8K | 0.00% | −3,721−36.2% | Reduced |
| Port Capital LLC | 6,594 | $494.0K | 0.02% | +625+10.5% | Added |
| V-Square Quantitative Management LLC | 6,594 | $494.4K | 0.07% | +757+13.0% | Added |
| Colony Group, LLC | 6,670 | $500.2K | 0.00% | −22,359−77.0% | Reduced |
| Exchange Traded Concepts, LLC | 6,747 | $505.9K | 0.01% | +125+1.9% | Added |
| Intact Investment Management Inc. | 6,800 | $509.9K | 0.02% | −27,750−80.3% | Reduced |
| Allstate Corp | 6,836 | $512.6K | 0.02% | +6,836 | New |
| Prudential PLC | 6,904 | $517.7K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 6,972 | $522.8K | 0.01% | +6,972 | New |
| First Hawaiian Bank | 7,000 | $524.9K | 0.02% | +7,000 | New |
| Meeder Advisory Services, Inc. | 7,119 | $533.7K | 0.03% | +476+7.2% | Added |
| Groupama Asset Managment | 7,253 | $541.4K | 0.01% | −15,278−67.8% | Reduced |
| Capital International Sarl | 7,236 | $542.6K | 0.01% | +7,236 | New |
| Argent Trust Co | 7,314 | $548.4K | 0.02% | −538−6.9% | Reduced |