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 |
|---|---|---|---|---|---|
| Avion Wealth | 192 | $14.0K | 0.00% | +5+2.7% | Added |
| General Partner, Inc. | 175 | $13.1K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 161 | $12.0K | 0.01% | +1+0.6% | Added |
| Raleigh Capital Management Inc. | 160 | $12.0K | 0.00% | +20+14.3% | Added |
| Kings Path Partners LLC | 160 | $12.0K | 0.01% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 120 | $12.0K | 0.00% | +120 | New |
| CNB Bank | 158 | $11.8K | 0.01% | −69−30.4% | Reduced |
| TFC Financial Management | 156 | $11.7K | 0.00% | −146−48.3% | Reduced |
| MV Capital Management, Inc. | 153 | $11.5K | 0.00% | +72+88.9% | Added |
| Farmers & Merchants Investments Inc | 151 | $11.3K | 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 |
| 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 |
| Colonial Trust Co | 139 | $10.4K | 0.00% | +136+4,533.3% | Added |
| Hall Laurie J Trustee | 130 | $10.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 133 | $9.97K | 0.00% | +29+27.9% | Added |
| IAG Wealth Partners, LLC | 127 | $9.52K | 0.00% | +127 | New |
| Sachetta, LLC | 126 | $9.45K | 0.00% | +44+53.7% | Added |
| Allianz SE | 122 | $9.15K | 0.00% | +122 | New |
| 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 |
| Bruce G. Allen Investments, LLC | 106 | $7.95K | 0.01% | +96+960.0% | Added |
| S&T Bank | 104 | $7.80K | 0.00% | +104 | New |
| Sierra Ocean, LLC | 103 | $7.72K | 0.01% | +103 | New |
| PenderFund Capital Management Ltd. | 71 | $7.65K | 0.00% | +71 | New |
| 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 |
| Community Bank, N.A. | 100 | $7.50K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 97 | $7.27K | 0.00% | +97 | New |
| Hantz Financial Services, Inc. | 95 | $7.00K | 0.00% | −31−24.6% | Reduced |
| Hexagon Capital Partners LLC | 93 | $6.97K | 0.00% | −91−49.5% | Reduced |
| Versant Capital Management, Inc | 91 | $6.82K | 0.00% | +91 | New |
| Crewe Advisors LLC | 90 | $6.75K | 0.00% | −109−54.8% | Reduced |
| Albion Financial Group | 88 | $6.60K | 0.00% | +88 | New |
| Salem Investment Counselors Inc | 87 | $6.54K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 87 | $6.52K | 0.00% | −1−1.1% | Reduced |
| Bogart Wealth, LLC | 81 | $6.11K | 0.00% | −9−10.0% | Reduced |
| JNBA Financial Advisors | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 79 | $5.92K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 78 | $5.85K | 0.00% | −110−58.5% | Reduced |
| Zions Bancorporation, N.A. | 78 | $5.85K | 0.00% | −81−50.9% | Reduced |
| New Millennium Group LLC | 78 | $5.85K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 77 | $5.77K | 0.00% | −503−86.7% | Reduced |
| City Holding Co | 75 | $5.62K | 0.00% | −1,255−94.4% | Reduced |
| TD Private Client Wealth LLC | 72 | $5.40K | 0.00% | −1,178−94.2% | Reduced |
| ZRC Wealth Management, LLC | 71 | $5.35K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 68 | $5.10K | 0.00% | +68 | New |
| Horizon Bancorp Inc | 65 | $5.00K | 0.00% | −159−71.0% | Reduced |
| LRI Investments, LLC | 4,881 | $4.88K | 0.00% | −1,500−23.5% | Reduced |
| Frazier Financial Advisors, LLC | 65 | $4.82K | 0.00% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 62 | $4.68K | 0.00% | +62 | New |
| FSA Wealth Management LLC | 62 | $4.66K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 62 | $4.65K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 62 | $4.65K | 0.00% | +22+55.0% | Added |
| High Note Wealth, LLC | 62 | $4.65K | 0.00% | +62 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 60 | $4.50K | 0.00% | −30−33.3% | Reduced |
| First Pacific Financial | 58 | $4.35K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 57 | $4.26K | 0.00% | −76−57.1% | Reduced |
| Continuum Advisory, LLC | 56 | $4.20K | 0.00% | +8+16.7% | Added |
| Accredited Wealth Management, LLC | 50 | $3.75K | 0.00% | +50 | New |
| Meeder Asset Management Inc | 48 | $3.60K | 0.00% | −10−17.2% | Reduced |
| Proequities, Inc. | 44 | $3.51K | 0.00% | −27−38.0% | Reduced |
| Twin Lakes Capital Management, LLC | 46 | $3.48K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 44 | $3.31K | 0.00% | −153−77.7% | Reduced |
| Medallion Wealth Advisors, LLC | 50 | $3.30K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 43 | $3.22K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 42 | $3.15K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $3.03K | 0.00% | −16−28.6% | Reduced |
| Private Wealth Management Group, LLC | 40 | $3.00K | 0.00% | +35+700.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 39 | $2.92K | 0.00% | +39 | New |
| Van Hulzen Asset Management, LLC | 38 | $2.85K | 0.00% | +38 | New |
| Red Tortoise LLC | 37 | $2.74K | 0.00% | +1+2.8% | Added |
| Beacon Capital Management, LLC | 34 | $2.56K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $2.51K | 0.00% | +22+275.0% | Added |
| Kiely Wealth Advisory Group, Inc. | 33 | $2.27K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $2.25K | 0.00% | – | – |
| Consultiva Wealth Management, Corp. | 30 | $2.25K | 0.01% | +30 | New |
| Bokf, NA | 30 | $2.20K | 0.00% | −55−64.7% | Reduced |
| TCTC Holdings, LLC | 29 | $2.17K | 0.00% | +29 | New |
| Bell Investment Advisors, Inc | 28 | $2.10K | 0.00% | −5−15.2% | Reduced |
| Whipplewood Advisors, LLC | 28 | $2.10K | 0.00% | +28 | New |
| Fortitude Family Office, LLC | 28 | $2.10K | 0.00% | −28−50.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 27 | $2.02K | 0.00% | +18+200.0% | Added |
| Millstone Evans Group, LLC | 27 | $2.02K | 0.00% | +27 | New |
| Caitlin John, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Newbridge Financial Services Group, Inc. | 26 | $1.97K | 0.00% | +26 | New |
| Rialto Wealth Management, LLC | 26 | $1.95K | 0.00% | +26 | New |
| Financial Perspectives, Inc | 24 | $1.82K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 23 | $1.72K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 22 | $1.65K | 0.00% | +22 | New |
| Caldwell Sutter Capital, Inc. | 21 | $1.57K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 21 | $1.57K | 0.00% | +21 | New |
| Compass Financial Services Inc | 21 | $1.56K | 0.00% | +21 | New |
| Pacific Center for Financial Services | 20 | $1.50K | 0.00% | −44−68.8% | Reduced |
| HHM Wealth Advisors, LLC | 20 | $1.50K | 0.00% | 00.0% | Unchanged |