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 2025
Institutional positions in Estee Lauder Companies Inc as of Dec 31, 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
- 889
- +87 vs. Q3 2025
- Shares held
- 233.5M
- +17.8M (+8.2%) vs. Q3 2025
- Total value
- $24.0B
- +$5.04B (+26.5%) vs. Q3 2025
- New holders
- 155
- 322 more added
- Sold out
- 68
- 271 more reduced
20 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2025
Shares, value and share of portfolio for each institution holding Estee Lauder Companies Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 27,952,869 | $2.93B | 0.04% | +1,043,746+3.9% | Added |
| BlackRock, Inc. | 18,071,259 | $1.89B | 0.03% | +1,229,108+7.3% | Added |
| FMR LLC | 16,348,552 | $1.71B | 0.09% | +5,398,198+49.3% | Added |
| State Street Corp | 11,585,782 | $1.21B | 0.04% | +467,195+4.2% | Added |
| Eagle Capital Management LLC | 8,729,535 | $914.2M | 2.85% | −239,203−2.7% | Reduced |
| Schroder Investment Management Group | 8,140,550 | $861.6M | 0.65% | +5,286,875+185.3% | Added |
| Independent Franchise Partners LLP | 7,837,249 | $820.7M | 5.22% | +83,857+1.1% | Added |
| Capital World Investors | 7,753,101 | $811.9M | 0.11% | −4,391,022−36.2% | Reduced |
| Bank of New York Mellon Corp | 7,497,179 | $785.1M | 0.14% | +1,384,678+22.7% | Added |
| Invesco Ltd. | 6,577,184 | $688.8M | 0.07% | −757,541−10.3% | Reduced |
| Geode Capital Management, LLC | 6,308,108 | $658.0M | 0.04% | +331,530+5.5% | Added |
| Van Eck Associates Corp | 3,673,736 | $384.7M | 0.32% | −678,941−15.6% | Reduced |
| Morgan Stanley | 3,560,620 | $372.9M | 0.02% | −965,116−21.3% | Reduced |
| Norges Bank | 2,949,886 | $308.9M | 0.03% | +2,949,886 | New |
| Goldman Sachs Group Inc | 2,892,053 | $302.9M | 0.04% | −558,042−16.2% | Reduced |
| Victory Capital Management Inc | 2,726,234 | $285.5M | 0.16% | +413,699+17.9% | Added |
| Price T Rowe Associates Inc | 2,684,170 | $281.1M | 0.03% | +1,171,078+77.4% | Added |
| Northern Trust Corp | 2,458,505 | $257.5M | 0.03% | +7,377+0.3% | Added |
| UBS Asset Management Americas Inc | 2,239,221 | $234.5M | 0.05% | −159,773−6.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,160,899 | $226.3M | 0.20% | +2,124,298+5,803.9% | Added |
| Marshall Wace, LLP | 2,075,949 | $217.4M | 0.21% | −296,030−12.5% | Reduced |
| American Century Companies Inc | 2,073,641 | $217.2M | 0.11% | −1,356,358−39.5% | Reduced |
| Franklin Resources Inc | 1,972,197 | $206.5M | 0.05% | +450,798+29.6% | Added |
| JPMorgan Chase & Co | 1,855,332 | $194.3M | 0.01% | −1,279,060−40.8% | Reduced |
| Wellington Management Group LLP | 1,836,372 | $192.3M | 0.03% | −245,845−11.8% | Reduced |
| Ensign Peak Advisors, Inc | 1,704,673 | $178.5M | 0.32% | −547,411−24.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,698,627 | $177.9M | 0.25% | +450,164+36.1% | Added |
| Charles Schwab Investment Management Inc | 1,696,790 | $177.7M | 0.03% | +70,261+4.3% | Added |
| Legal & General Group Plc | 1,687,698 | $176.7M | 0.04% | −8,974−0.5% | Reduced |
| Amundi | 1,427,726 | $149.5M | 0.04% | −139,009−8.9% | Reduced |
| Keywise Capital Management (HK) Ltd | 1,400,800 | $146.7M | 11.66% | +577,300+70.1% | Added |
| Deutsche Bank AG | 1,390,561 | $145.6M | 0.05% | +126,502+10.0% | Added |
| Nomura Asset Management International Inc. | 1,369,124 | $143.4M | 0.22% | +1,369,124 | New |
| Bank of America Corp | 1,317,294 | $137.9M | 0.01% | −113,968−8.0% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,117,878 | $117.1M | 2.11% | +297,309+36.2% | Added |
| UBS Group AG | 1,107,802 | $116.0M | 0.02% | −564,352−33.8% | Reduced |
| Capital International Investors | 1,080,468 | $113.1M | 0.02% | +5,040+0.5% | Added |
| Royal Bank of Canada | 1,052,964 | $110.3M | 0.02% | +119,216+12.8% | Added |
| Millennium Management LLC | 982,888 | $102.9M | 0.07% | +342,512+53.5% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 966,200 | $101.2M | 0.44% | −638,700−39.8% | Reduced |
| Nordea Investment Management AB | 893,493 | $93.4M | 0.08% | −182,467−17.0% | Reduced |
| Worldquant Millennium Advisors LLC | 884,828 | $92.7M | 0.36% | −277,596−23.9% | Reduced |
| Citadel Advisors LLC | 876,261 | $91.8M | 0.06% | −411,558−32.0% | Reduced |
| Pictet Asset Management Holding SA | 849,399 | $89.0M | 0.09% | +709,154+505.7% | Added |
| Federated Hermes, Inc. | 846,690 | $88.7M | 0.15% | −50,633−5.6% | Reduced |
| Dimensional Fund Advisors LP | 826,880 | $86.6M | 0.02% | +7,836+1.0% | Added |
| Fullerton Fund Management Co Ltd. | 802,709 | $84.1M | 3.68% | +802,709 | New |
| Zurich Insurance Group Ltd | 723,005 | $75.7M | 0.53% | +148,204+25.8% | Added |
| Caisse de Depot Et Placement du Quebec | 721,816 | $75.6M | 0.13% | +169,660+30.7% | Added |
| Nuveen, LLC | 664,418 | $69.6M | 0.02% | +8,697+1.3% | Added |
| Swiss National Bank | 643,400 | $67.4M | 0.04% | −31,600−4.7% | Reduced |
| Point72 Asset Management, L.P. | 643,087 | $67.3M | 0.11% | +330,384+105.7% | Added |
| Alberta Investment Management Corp | 608,000 | $63.7M | 0.38% | −20,000−3.2% | Reduced |
| Barclays PLC | 590,314 | $61.8M | 0.02% | −762,578−56.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 544,415 | $58.1M | 0.04% | +38,233+7.6% | Added |
| BNP Paribas Arbitrage, SA | 529,684 | $55.5M | 0.04% | −223,981−29.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 528,709 | $55.4M | 0.03% | −6,438−1.2% | Reduced |
| Citigroup Inc | 521,298 | $54.6M | 0.04% | +112,733+27.6% | Added |
| Russell Investments Group, Ltd. | 519,349 | $54.5M | 0.06% | +60,201+13.1% | Added |
| Continental Grain Co | 520,300 | $54.5M | 16.23% | 00.0% | Unchanged |
| Rhumbline Advisers | 502,120 | $52.6M | 0.04% | −18,712−3.6% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 501,987 | $52.6M | 0.76% | −19,210−3.7% | Reduced |
| Douglas Lane & Associates, LLC | 498,425 | $52.2M | 0.72% | −4,905−1.0% | Reduced |
| HSBC Holdings PLC | 488,551 | $51.1M | 0.03% | +50,346+11.5% | Added |
| DJE Kapital AG | 481,189 | $51.1M | 1.41% | −176,214−26.8% | Reduced |
| Susquehanna International Group, LLP | 484,084 | $50.7M | 0.07% | −216,345−30.9% | Reduced |
| Man Group plc | 483,019 | $50.6M | 0.10% | +403,804+509.8% | Added |
| Voloridge Investment Management, LLC | 482,724 | $50.6M | 0.18% | −863,789−64.2% | Reduced |
| Woodline Partners LP | 472,382 | $49.5M | 0.19% | +161,708+52.1% | Added |
| Burkehill Global Management, LP | 450,000 | $47.1M | 3.10% | +450,000 | New |
| SG Americas Securities, LLC | 449,734 | $47.1M | 0.06% | +423,367+1,605.7% | Added |
| Cambiar Investors LLC | 448,441 | $47.0M | 2.10% | −97,906−17.9% | Reduced |
| Canada Pension Plan Investment Board | 444,520 | $46.6M | 0.03% | +159,279+55.8% | Added |
| Brandywine Global Investment Management, LLC | 439,378 | $46.0M | 0.31% | −4,158−0.9% | Reduced |
| London & Capital Asset Management Ltd | 439,152 | $46.0M | 0.48% | +439,152 | New |
| Scopus Asset Management, L.P. | 421,228 | $44.1M | 1.23% | +103,728+32.7% | Added |
| Manufacturers Life Insurance Company, The | 421,062 | $44.1M | 0.04% | +288,897+218.6% | Added |
| California Public Employees Retirement System | 420,281 | $44.0M | 0.03% | +19,720+4.9% | Added |
| Mediolanum International Funds Ltd | 407,009 | $43.1M | 0.43% | +407,009 | New |
| Hardman Johnston Global Advisors LLC | 410,664 | $43.0M | 2.05% | +158,516+62.9% | Added |
| National Pension Service | 403,817 | $42.3M | 0.03% | +398,991+8,267.5% | Added |
| Voya Investment Management LLC | 389,109 | $40.7M | 0.04% | +305,074+363.0% | Added |
| California State Teachers Retirement System | 382,718 | $40.1M | 0.04% | +2,039+0.5% | Added |
| Two Sigma Investments, LP | 372,015 | $39.0M | 0.06% | −210,491−36.1% | Reduced |
| Great West Life Assurance Co | 347,406 | $36.4M | 0.06% | −17,890−4.9% | Reduced |
| ASR Vermogensbeheer N.V. | 317,840 | $33.3M | 0.39% | −28,549−8.2% | Reduced |
| Jennison Associates LLC | 314,556 | $32.9M | 0.02% | +314,556 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 295,990 | $31.2M | 0.05% | +22,426+8.2% | Added |
| Ilex Capital Partners (UK) LLP | 281,571 | $29.5M | 0.83% | +50,217+21.7% | Added |
| Natixis | 279,541 | $29.3M | 0.11% | −177,110−38.8% | Reduced |
| Principal Financial Group Inc | 271,255 | $28.4M | 0.01% | +19,129+7.6% | Added |
| Wells Fargo & Company | 260,030 | $27.2M | 0.01% | +69,645+36.6% | Added |
| Alliancebernstein L.P. | 257,153 | $26.9M | 0.01% | +5,395+2.1% | Added |
| Rathbone Brothers plc | 251,351 | $26.3M | 0.10% | +29,312+13.2% | Added |
| HighTower Advisors, LLC | 242,042 | $25.3M | 0.03% | +205,040+554.1% | Added |
| Banco Santander, S.A. | 241,153 | $25.3M | 0.19% | +48,648+25.3% | Added |
| Massachusetts Financial Services Co | 240,126 | $25.1M | 0.01% | −38,944−14.0% | Reduced |
| Compagnie Lombard Odier SCmA | 223,665 | $23.4M | 0.25% | −49,588−18.1% | Reduced |
| Raymond James Financial Inc | 218,489 | $22.9M | 0.01% | +11,827+5.7% | Added |
| Ameriprise Financial Inc | 214,961 | $22.5M | 0.01% | −26,537−11.0% | Reduced |