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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
FIL Ltd148,736$12.0M0.01%−221,977−59.9%Reduced
Scion Asset Management, LLC150,000$12.1M21.55%−50,000−25.0%Reduced
Waverton Investment Management Ltd151,575$12.2M0.17%+50,625+50.1%Added
APG Asset Management N.V.178,972$12.3M0.04%+14,394+8.7%Added
The PNC Financial Services Group, Inc.153,772$12.4M0.01%+3,656+2.4%Added
Vontobel Holding Ltd.159,212$12.9M0.04%−98,840−38.3%Reduced
Bank of Montreal170,373$13.8M0.01%−20,962−11.0%Reduced
Envestnet Asset Management Inc171,149$13.8M0.00%+30,854+22.0%Added
New York State Teachers Retirement System171,791$13.9M0.03%+290.0%Added
Verition Fund Management LLC173,691$14.0M0.08%+131,143+308.2%Added
National Bank of Canada175,889$14.2M0.02%−192,583−52.3%Reduced
Standard Life Aberdeen plc177,265$14.3M0.02%+7,871+4.6%Added
Rathbone Brothers plc179,223$14.5M0.06%−767,025−81.1%Reduced
Jones Financial Companies LLLP185,876$14.9M0.01%+33,738+22.2%Added
Nomura Asset Management Co Ltd187,935$15.2M0.04%+62,927+50.3%Added
Ameriprise Financial Inc191,427$15.5M0.00%+83,995+78.2%Added
Caisse des Depots Et Consignations202,550$16.4M0.69%00.0%Unchanged
GDS Wealth Management206,560$16.7M1.22%+97,157+88.8%Added
Adage Capital Partners GP, L.L.C.214,484$17.3M0.03%+30,800+16.8%Added
Jane Street Group, LLC222,848$18.0M0.03%−492,830−68.9%Reduced
Scopus Asset Management, L.P.227,239$18.4M0.49%−710,761−75.8%Reduced
State Board of Administration of Florida Retirement System235,726$19.0M0.03%+2,300+1.0%Added
Caisse de Depot Et Placement du Quebec245,371$19.8M0.04%+245,371New
Universal- Beteiligungs- und Servicegesellschaft mbH245,748$19.9M0.04%+71,821+41.3%Added
Principal Financial Group Inc255,359$20.6M0.01%−4,623−1.8%Reduced
Wells Fargo & Company258,646$20.9M0.00%−51,870−16.7%Reduced
Canada Pension Plan Investment Board267,429$21.6M0.02%−151,446−36.2%Reduced
Railway Pension Investments Ltd271,500$21.9M0.31%00.0%Unchanged
Raymond James Financial Inc279,327$22.6M0.01%−504,366−64.4%Reduced
Woodline Partners LP289,432$23.4M0.12%+50,018+20.9%Added
D. E. Shaw & Co., Inc.289,512$23.4M0.02%−283,214−49.5%Reduced
Compagnie Lombard Odier SCmA295,547$23.9M0.31%+51,128+20.9%Added
Cartenna Capital, LP300,000$24.2M1.49%+300,000New
Royal Bank of Canada313,201$25.3M0.00%−429,421−57.8%Reduced
California Public Employees Retirement System319,836$25.8M0.02%+17,552+5.8%Added
Alliancebernstein L.P.320,599$25.9M0.01%+83,350+35.1%Added
Steadfast Capital Management LP324,200$26.2M0.49%+324,200New
AQR Capital Management LLC332,793$26.4M0.02%+253,893+321.8%Added
Price T Rowe Associates Inc340,661$27.5M0.00%−440,680−56.4%Reduced
Balyasny Asset Management LLC379,063$30.6M0.07%−264,006−41.1%Reduced
Citigroup Inc383,184$31.0M0.02%−481,430−55.7%Reduced
ASR Vermogensbeheer N.V.383,473$31.0M0.40%+1,426+0.4%Added
California State Teachers Retirement System387,162$31.3M0.03%−18,705−4.6%Reduced
Fayez Sarofim & Co390,990$31.6M0.08%−27,588−6.6%Reduced
Millennium Management LLC397,441$32.1M0.03%+328,207+474.1%Added
Assenagon Asset Management S.A.435,521$35.2M0.06%+378,051+657.8%Added
Burgundy Asset Management Ltd.448,552$36.2M0.35%−3,801−0.8%Reduced
Natixis478,092$38.6M0.19%−96,651−16.8%Reduced
HSBC Holdings PLC490,168$39.5M0.03%−18,956−3.7%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.491,077$39.7M0.03%+28,084+6.1%Added
Ilex Capital Partners (UK) LLP494,122$39.9M1.32%−253,660−33.9%Reduced
Jupiter Asset Management Ltd494,391$39.9M0.33%+389,667+372.1%Added
Douglas Lane & Associates, LLC504,284$40.7M0.59%−21,724−4.1%Reduced
Continental Grain Co520,300$42.0M11.72%00.0%Unchanged
Rhumbline Advisers520,651$42.1M0.04%+42,602+8.9%Added
Russell Investments Group, Ltd.530,586$42.9M0.05%−70,765−11.8%Reduced
Candlestick Capital Management LP541,243$43.7M1.45%+541,243New
Great West Life Assurance Co546,192$44.2M0.07%+14,928+2.8%Added
Interval Partners, LP549,468$44.4M1.01%+549,468New
Nuveen, LLC562,263$45.4M0.01%+22,761+4.2%Added
Sumitomo Mitsui Trust Holdings, Inc.568,811$46.0M0.03%−1,631−0.3%Reduced
Charles-Lim Capital Ltd584,094$47.2M11.76%+434,094+289.4%Added
Brandywine Global Investment Management, LLC584,581$47.2M0.33%+9,883+1.7%Added
Dimensional Fund Advisors LP593,997$48.0M0.01%−60,931−9.3%Reduced
Freestone Grove Partners LP616,934$49.8M0.38%+616,934New
Cambiar Investors LLC624,666$50.5M2.12%+93,584+17.6%Added
DJE Kapital AG657,403$52.2M1.28%+452,952+221.5%Added
Alberta Investment Management Corp677,900$54.8M0.43%00.0%Unchanged
Swiss National Bank708,900$57.3M0.03%+50,500+7.7%Added
Lazard Freres Gestion S.A.S.0$66.7M1.39%−1,072,736−100.0%Reduced
Contrarius Group Holdings Ltd845,787$68.3M3.86%+845,787New
Macquarie Group Ltd890,294$71.9M0.09%−35,541−3.8%Reduced
Danica Pension, Livsforsikringsaktieselskab909,530$73.5M1.23%−15,262−1.7%Reduced
Voloridge Investment Management, LLC1,031,539$83.3M0.31%−79,721−7.2%Reduced
Barclays PLC1,064,837$86.0M0.03%+143,701+15.6%Added
Capital International Investors1,066,201$86.1M0.01%+1,066,201New
Nordea Investment Management AB1,097,706$87.5M0.08%+22,840+2.1%Added
Nuance Investments, LLC1,100,746$88.9M6.93%−1,347,248−55.0%Reduced
BNP Paribas Arbitrage, SA1,108,904$89.6M0.07%−381,241−25.6%Reduced
Robeco Institutional Asset Management B.V.1,224,695$99.0M0.16%+1,152,669+1,600.4%Added
Bank of America Corp1,418,347$114.6M0.01%−58,799−4.0%Reduced
Deutsche Bank AG1,493,141$120.6M0.04%−216,656−12.7%Reduced
Susquehanna International Group, LLP1,517,727$122.6M0.19%−112,818−6.9%Reduced
Federated Hermes, Inc.1,554,088$125.6M0.24%+1,317,473+556.8%Added
Charles Schwab Investment Management Inc1,604,936$129.7M0.02%+98,492+6.5%Added
Legal & General Group Plc1,637,650$132.3M0.03%+114,086+7.5%Added
Amundi1,598,915$141.6M0.05%+320,987+25.1%Added
JPMorgan Chase & Co1,855,515$149.9M0.01%−6,481,126−77.7%Reduced
Goldman Sachs Group Inc1,974,741$159.6M0.03%+515,001+35.3%Added
Schroder Investment Management Group2,211,624$178.7M0.15%+1,892,629+593.3%Added
Marshall Wace, LLP2,222,968$179.6M0.21%+625,454+39.2%Added
Alecta Pensionsforsakring, Omsesidigt2,285,300$184.6M0.87%−308,000−11.9%Reduced
Norges Bank2,347,314$189.7M0.02%−591,344−20.1%Reduced
Northern Trust Corp2,441,159$197.2M0.03%−4,788−0.2%Reduced
UBS Group AG2,950,076$238.4M0.05%−664,334−18.4%Reduced
Ensign Peak Advisors, Inc3,219,867$260.2M0.45%+131,594+4.3%Added
UBS Asset Management Americas Inc3,220,694$260.2M0.05%+792,677+32.6%Added
Massachusetts Financial Services Co3,633,227$293.6M0.09%−1,039,946−22.3%Reduced
American Century Companies Inc4,013,726$324.3M0.18%−497,389−11.0%Reduced
Bank of New York Mellon Corp4,175,394$337.4M0.06%+1,086,514+35.2%Added