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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 2,599 | $194.9K | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,445 | $183.3K | 0.02% | −103−4.0% | Reduced |
| Huntington National Bank | 2,407 | $180.5K | 0.00% | −1,682−41.1% | Reduced |
| Coppell Advisory Solutions LLC | 2,367 | $175.6K | 0.02% | +845+55.5% | Added |
| Ameritas Investment Partners, Inc. | 2,313 | $173.4K | 0.01% | −177−7.1% | Reduced |
| Signaturefd, LLC | 2,238 | $167.8K | 0.00% | −884−28.3% | Reduced |
| AlphaMark Advisors, LLC | 2,230 | $167.0K | 0.07% | −580−20.6% | Reduced |
| Ancora Advisors, LLC | 2,102 | $157.6K | 0.00% | −2−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,018 | $151.3K | 0.00% | −514−20.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,010 | $150.7K | 0.01% | 00.0% | Unchanged |
| Price Jennifer C. | 2,000 | $150.0K | 0.20% | +2,000 | New |
| EverSource Wealth Advisors, LLC | 1,942 | $145.6K | 0.01% | +1,565+415.1% | Added |
| SRS Capital Advisors, Inc. | 1,828 | $137.1K | 0.01% | +1,784+4,054.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,640 | $137.0K | 0.00% | −380−18.8% | Reduced |
| Quarry LP | 1,745 | $130.8K | 0.03% | −4,139−70.3% | Reduced |
| Allworth Financial LP | 1,641 | $130.8K | 0.00% | −1−0.1% | Reduced |
| Investors Research Corp | 1,699 | $127.4K | 0.03% | −325−16.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,548 | $116.1K | 0.01% | −39−2.5% | Reduced |
| Peterson Wealth Services | 1,506 | $112.9K | 0.03% | +134+9.8% | Added |
| Atlas Capital Advisors LLC | 1,443 | $108.2K | 0.01% | +1,443 | New |
| S.A. Mason LLC | 1,391 | $104.3K | 0.05% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,380 | $103.5K | 0.06% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,368 | $102.6K | 0.01% | +1,288+1,610.0% | Added |
| Federated Hermes, Inc. | 1,345 | $100.8K | 0.00% | +276+25.8% | Added |
| SBI Securities Co., Ltd. | 1,306 | $97.9K | 0.00% | +1,306 | New |
| IFP Advisors, Inc | 1,257 | $94.2K | 0.00% | +451+56.0% | Added |
| Center for Financial Planning, Inc. | 1,249 | $93.6K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,225 | $91.9K | 0.08% | +1,225 | New |
| TruNorth Capital Management, LLC | 1,200 | $90.0K | 0.02% | +1,200 | New |
| Ofi Invest Asset Management | 1,210 | $87.6K | 0.00% | +1,210 | New |
| Evelyn Partners Investment Management Services Ltd | 1,134 | $85.0K | 0.01% | +1,134 | New |
| Ci Investments Inc. | 1,089 | $82.0K | 0.00% | −30,037−96.5% | Reduced |
| Peoples Bank | 1,085 | $81.3K | 0.06% | −175−13.9% | Reduced |
| First Horizon Advisors, Inc. | 1,023 | $76.7K | 0.00% | −424−29.3% | Reduced |
| Future Financial Wealth Managment LLC | 1,000 | $75.0K | 0.05% | +1,000 | New |
| Olistico Wealth, LLC | 993 | $74.5K | 0.04% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 940 | $70.5K | 0.03% | −395−29.6% | Reduced |
| Amica Retiree Medical Trust | 886 | $66.0K | 0.06% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 878 | $65.0K | 0.00% | −2,452,434−100.0% | Reduced |
| Ronald Blue Trust, Inc. | 844 | $63.3K | 0.00% | −861−50.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 833 | $62.5K | 0.01% | +833 | New |
| Central Trust Co | 830 | $62.2K | 0.00% | −505−37.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 808 | $60.6K | 0.00% | −1,206−59.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 800 | $60.0K | 0.00% | −224−21.9% | Reduced |
| Paladin Advisory Group, LLC | 787 | $59.0K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 777 | $58.3K | 0.01% | +139+21.8% | Added |
| Skopos Labs, Inc. | 762 | $57.1K | 0.02% | −942−55.3% | Reduced |
| HM Payson & Co | 738 | $55.3K | 0.00% | −75−9.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 714 | $53.5K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 681 | $51.0K | 0.00% | −448−39.7% | Reduced |
| NBT Bank N A | 676 | $50.7K | 0.00% | −212−23.9% | Reduced |
| Union Bancaire Privee, UBP SA | 680 | $50.4K | 0.00% | +680 | New |
| Cromwell Holdings LLC | 662 | $49.6K | 0.03% | +46+7.5% | Added |
| Quent Capital, LLC | 658 | $49.3K | 0.01% | +484+278.2% | Added |
| Penserra Capital Management LLC | 621 | $46.0K | 0.00% | +591+1,970.0% | Added |
| Plante Moran Financial Advisors, LLC | 612 | $45.9K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 600 | $45.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 572 | $42.9K | 0.00% | −1,867−76.5% | Reduced |
| Farther Finance Advisors, LLC | 558 | $41.9K | 0.00% | −81−12.7% | Reduced |
| Heritage Wealth Advisors | 539 | $40.4K | 0.00% | −333−38.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 517 | $38.8K | 0.01% | −30−5.5% | Reduced |
| Rothschild Investment LLC | 516 | $38.7K | 0.00% | +96+22.9% | Added |
| Massmutual Trust Co FSB | 476 | $35.7K | 0.00% | +141+42.1% | Added |
| Smartleaf Asset Management LLC | 479 | $35.5K | 0.00% | +154+47.4% | Added |
| Global Retirement Partners, LLC | 473 | $35.4K | 0.00% | −27−5.4% | Reduced |
| Ecofi Investissements SA | 500 | $34.7K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 451 | $33.8K | 0.00% | +70+18.4% | Added |
| Manitou Investment Management Ltd. | 424 | $31.8K | 0.01% | −224,874−99.8% | Reduced |
| Eagle Bay Advisors LLC | 401 | $30.1K | 0.02% | +300+297.0% | Added |
| Smithfield Trust Co | 400 | $30.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 400 | $30.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 398 | $29.9K | 0.00% | +398 | New |
| Deseret Mutual Benefit Administrators | 388 | $29.1K | 0.01% | +158+68.7% | Added |
| Ameliora Wealth Management Ltd. | 385 | $28.9K | 0.01% | +385 | New |
| Valley National Advisers Inc | 378 | $28.0K | 0.01% | −26−6.4% | Reduced |
| Aventura Private Wealth, LLC | 371 | $27.8K | 0.01% | +371 | New |
| Eastern Bank | 363 | $27.2K | 0.00% | −1,168−76.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 358 | $26.9K | 0.01% | +303+550.9% | Added |
| 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 |
| GeoWealth Management, LLC | 326 | $24.4K | 0.00% | −645−66.4% | Reduced |
| Covestor Ltd | 321 | $24.0K | 0.02% | +142+79.3% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 317 | $23.8K | 0.01% | +317 | New |
| CVA Family Office, LLC | 309 | $23.2K | 0.00% | −962−75.7% | Reduced |
| Private Trust Co NA | 303 | $22.7K | 0.00% | −82−21.3% | Reduced |
| Trust Co of Vermont | 300 | $22.5K | 0.00% | −125−29.4% | Reduced |
| Kimelman & Baird, LLC | 300 | $22.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 274 | $20.5K | 0.00% | +268+4,466.7% | Added |
| Mather Group, LLC. | 252 | $18.9K | 0.00% | −156−38.2% | Reduced |
| Prestige Wealth Management Group LLC | 232 | $17.4K | 0.00% | +94+68.1% | Added |
| 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 |
| 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 |
| Harbour Investments, Inc. | 206 | $15.4K | 0.00% | −9−4.2% | Reduced |
| ORG Partners LLC | 200 | $15.0K | 0.00% | −297−59.8% | Reduced |
| Addison Advisors LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 195 | $14.6K | 0.01% | −46−19.1% | Reduced |
| EnRich Financial Partners LLC | 190 | $14.2K | 0.00% | 00.0% | Unchanged |