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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, Q2 2025

Institutional positions in Estee Lauder Companies Inc as of Jun 30, 2025. 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
811
+26 vs. Q1 2025
Shares held
219.9M
+4.78M (+2.2%) vs. Q1 2025
Total value
$17.8B
+$3.66B (+25.8%) vs. Q1 2025
New holders
133
300 more added
Sold out
107
277 more reduced

8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 811 institutions
Q1 2021: 1,135 institutionsQ2 2021: 1,152 institutionsQ3 2021: 1,174 institutionsQ4 2021: 1,261 institutionsQ1 2022: 1,207 institutionsQ2 2022: 1,157 institutionsQ3 2022: 1,126 institutionsQ4 2022: 1,184 institutionsQ1 2023: 1,235 institutionsQ2 2023: 1,132 institutionsQ3 2023: 1,037 institutionsQ4 2023: 1,039 institutionsQ1 2024: 1,059 institutionsQ2 2024: 994 institutionsQ3 2024: 921 institutionsQ4 2024: 843 institutionsQ1 2025: 793 institutionsQ2 2025: 811 institutionsQ3 2025: 822 institutionsQ4 2025: 889 institutionsQ1 2026: 836 institutionsQ2 2026: 834 institutions
Value heldQ2 2025: $17.8B
Q1 2021: $59.4BQ2 2021: $65.4BQ3 2021: $60.9BQ4 2021: $76.0BQ1 2022: $55.1BQ2 2022: $52.0BQ3 2022: $43.7BQ4 2022: $50.6BQ1 2023: $50.0BQ2 2023: $39.6BQ3 2023: $29.2BQ4 2023: $30.1BQ1 2024: $32.0BQ2 2024: $21.9BQ3 2024: $20.0BQ4 2024: $15.9BQ1 2025: $14.2BQ2 2025: $17.8BQ3 2025: $19.1BQ4 2025: $24.0BQ1 2026: $16.4BQ2 2026: $18.1B
Institutions holding EL and their total value by quarter
QuarterHoldersValue
Q2 2026834$18.1B
Q1 2026836$16.4B
Q4 2025889$24.0B
Q3 2025822$19.1B
Q2 2025811$17.8B
Q1 2025793$14.2B
Q4 2024843$15.9B
Q3 2024921$20.0B
Q2 2024994$21.9B
Q1 20241,059$32.0B
Q4 20231,039$30.1B
Q3 20231,037$29.2B
Q2 20231,132$39.6B
Q1 20231,235$50.0B
Q4 20221,184$50.6B
Q3 20221,126$43.7B
Q2 20221,157$52.0B
Q1 20221,207$55.1B
Q4 20211,261$76.0B
Q3 20211,174$60.9B
Q2 20211,152$65.4B
Q1 20211,135$59.4B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Estee Lauder Companies Inc; share changes are against Q1 2025.

Institutions holding EL in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc26,904,441$2.17B0.04%+341,235+1.3%Added
BlackRock, Inc.16,745,026$1.35B0.03%+1,120,158+7.2%Added
FMR LLC15,685,733$1.27B0.07%+1,078,474+7.4%Added
Capital World Investors12,130,307$980.1M0.14%+6,418,705+112.4%Added
State Street Corp10,859,539$877.5M0.03%+69,959+0.6%Added
Eagle Capital Management LLC9,630,929$778.2M2.56%−47,531−0.5%Reduced
Independent Franchise Partners LLP7,892,037$637.7M4.24%−84,397−1.1%Reduced
Invesco Ltd.7,596,379$613.8M0.10%+914,594+13.7%Added
Geode Capital Management, LLC5,912,792$475.7M0.03%+892,631+17.8%Added
Morgan Stanley5,729,949$463.0M0.03%+1,551,372+37.1%Added
Van Eck Associates Corp4,809,952$388.6M0.44%−383,096−7.4%Reduced
Bank of New York Mellon Corp4,175,394$337.4M0.06%+1,086,514+35.2%Added
American Century Companies Inc4,013,726$324.3M0.18%−497,389−11.0%Reduced
Massachusetts Financial Services Co3,633,227$293.6M0.09%−1,039,946−22.3%Reduced
UBS Asset Management Americas Inc3,220,694$260.2M0.05%+792,677+32.6%Added
Ensign Peak Advisors, Inc3,219,867$260.2M0.45%+131,594+4.3%Added
UBS Group AG2,950,076$238.4M0.05%−664,334−18.4%Reduced
Northern Trust Corp2,441,159$197.2M0.03%−4,788−0.2%Reduced
Norges Bank2,347,314$189.7M0.02%−591,344−20.1%Reduced
Alecta Pensionsforsakring, Omsesidigt2,285,300$184.6M0.87%−308,000−11.9%Reduced
Marshall Wace, LLP2,222,968$179.6M0.21%+625,454+39.2%Added
Schroder Investment Management Group2,211,624$178.7M0.15%+1,892,629+593.3%Added
Goldman Sachs Group Inc1,974,741$159.6M0.03%+515,001+35.3%Added
JPMorgan Chase & Co1,855,515$149.9M0.01%−6,481,126−77.7%Reduced
Amundi1,598,915$141.6M0.05%+320,987+25.1%Added
Legal & General Group Plc1,637,650$132.3M0.03%+114,086+7.5%Added
Charles Schwab Investment Management Inc1,604,936$129.7M0.02%+98,492+6.5%Added
Federated Hermes, Inc.1,554,088$125.6M0.24%+1,317,473+556.8%Added
Susquehanna International Group, LLP1,517,727$122.6M0.19%−112,818−6.9%Reduced
Deutsche Bank AG1,493,141$120.6M0.04%−216,656−12.7%Reduced
Bank of America Corp1,418,347$114.6M0.01%−58,799−4.0%Reduced
Robeco Institutional Asset Management B.V.1,224,695$99.0M0.16%+1,152,669+1,600.4%Added
BNP Paribas Arbitrage, SA1,108,904$89.6M0.07%−381,241−25.6%Reduced
Nuance Investments, LLC1,100,746$88.9M6.93%−1,347,248−55.0%Reduced
Nordea Investment Management AB1,097,706$87.5M0.08%+22,840+2.1%Added
Capital International Investors1,066,201$86.1M0.01%+1,066,201New
Barclays PLC1,064,837$86.0M0.03%+143,701+15.6%Added
Voloridge Investment Management, LLC1,031,539$83.3M0.31%−79,721−7.2%Reduced
Danica Pension, Livsforsikringsaktieselskab909,530$73.5M1.23%−15,262−1.7%Reduced
Macquarie Group Ltd890,294$71.9M0.09%−35,541−3.8%Reduced
Contrarius Group Holdings Ltd845,787$68.3M3.86%+845,787New
Lazard Freres Gestion S.A.S.0$66.7M1.39%−1,072,736−100.0%Reduced
Swiss National Bank708,900$57.3M0.03%+50,500+7.7%Added
Alberta Investment Management Corp677,900$54.8M0.43%00.0%Unchanged
DJE Kapital AG657,403$52.2M1.28%+452,952+221.5%Added
Cambiar Investors LLC624,666$50.5M2.12%+93,584+17.6%Added
Freestone Grove Partners LP616,934$49.8M0.38%+616,934New
Dimensional Fund Advisors LP593,997$48.0M0.01%−60,931−9.3%Reduced
Brandywine Global Investment Management, LLC584,581$47.2M0.33%+9,883+1.7%Added
Charles-Lim Capital Ltd584,094$47.2M11.76%+434,094+289.4%Added
Sumitomo Mitsui Trust Holdings, Inc.568,811$46.0M0.03%−1,631−0.3%Reduced
Nuveen, LLC562,263$45.4M0.01%+22,761+4.2%Added
Interval Partners, LP549,468$44.4M1.01%+549,468New
Great West Life Assurance Co546,192$44.2M0.07%+14,928+2.8%Added
Candlestick Capital Management LP541,243$43.7M1.45%+541,243New
Russell Investments Group, Ltd.530,586$42.9M0.05%−70,765−11.8%Reduced
Rhumbline Advisers520,651$42.1M0.04%+42,602+8.9%Added
Continental Grain Co520,300$42.0M11.72%00.0%Unchanged
Douglas Lane & Associates, LLC504,284$40.7M0.59%−21,724−4.1%Reduced
Jupiter Asset Management Ltd494,391$39.9M0.33%+389,667+372.1%Added
Ilex Capital Partners (UK) LLP494,122$39.9M1.32%−253,660−33.9%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.491,077$39.7M0.03%+28,084+6.1%Added
HSBC Holdings PLC490,168$39.5M0.03%−18,956−3.7%Reduced
Natixis478,092$38.6M0.19%−96,651−16.8%Reduced
Burgundy Asset Management Ltd.448,552$36.2M0.35%−3,801−0.8%Reduced
Assenagon Asset Management S.A.435,521$35.2M0.06%+378,051+657.8%Added
Millennium Management LLC397,441$32.1M0.03%+328,207+474.1%Added
Fayez Sarofim & Co390,990$31.6M0.08%−27,588−6.6%Reduced
California State Teachers Retirement System387,162$31.3M0.03%−18,705−4.6%Reduced
ASR Vermogensbeheer N.V.383,473$31.0M0.40%+1,426+0.4%Added
Citigroup Inc383,184$31.0M0.02%−481,430−55.7%Reduced
Balyasny Asset Management LLC379,063$30.6M0.07%−264,006−41.1%Reduced
Price T Rowe Associates Inc340,661$27.5M0.00%−440,680−56.4%Reduced
AQR Capital Management LLC332,793$26.4M0.02%+253,893+321.8%Added
Steadfast Capital Management LP324,200$26.2M0.49%+324,200New
Alliancebernstein L.P.320,599$25.9M0.01%+83,350+35.1%Added
California Public Employees Retirement System319,836$25.8M0.02%+17,552+5.8%Added
Royal Bank of Canada313,201$25.3M0.00%−429,421−57.8%Reduced
Cartenna Capital, LP300,000$24.2M1.49%+300,000New
Compagnie Lombard Odier SCmA295,547$23.9M0.31%+51,128+20.9%Added
D. E. Shaw & Co., Inc.289,512$23.4M0.02%−283,214−49.5%Reduced
Woodline Partners LP289,432$23.4M0.12%+50,018+20.9%Added
Raymond James Financial Inc279,327$22.6M0.01%−504,366−64.4%Reduced
Railway Pension Investments Ltd271,500$21.9M0.31%00.0%Unchanged
Canada Pension Plan Investment Board267,429$21.6M0.02%−151,446−36.2%Reduced
Wells Fargo & Company258,646$20.9M0.00%−51,870−16.7%Reduced
Principal Financial Group Inc255,359$20.6M0.01%−4,623−1.8%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH245,748$19.9M0.04%+71,821+41.3%Added
Caisse de Depot Et Placement du Quebec245,371$19.8M0.04%+245,371New
State Board of Administration of Florida Retirement System235,726$19.0M0.03%+2,300+1.0%Added
Scopus Asset Management, L.P.227,239$18.4M0.49%−710,761−75.8%Reduced
Jane Street Group, LLC222,848$18.0M0.03%−492,830−68.9%Reduced
Adage Capital Partners GP, L.L.C.214,484$17.3M0.03%+30,800+16.8%Added
GDS Wealth Management206,560$16.7M1.22%+97,157+88.8%Added
Caisse des Depots Et Consignations202,550$16.4M0.69%00.0%Unchanged
Ameriprise Financial Inc191,427$15.5M0.00%+83,995+78.2%Added
Nomura Asset Management Co Ltd187,935$15.2M0.04%+62,927+50.3%Added
Jones Financial Companies LLLP185,876$14.9M0.01%+33,738+22.2%Added
Rathbone Brothers plc179,223$14.5M0.06%−767,025−81.1%Reduced
Standard Life Aberdeen plc177,265$14.3M0.02%+7,871+4.6%Added