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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, 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.

Institutional holdersQ4 2025: 889 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 heldQ4 2025: $24.0B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Estee Lauder Companies Inc; share changes are against Q3 2025.

Institutions holding EL in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avanza Fonder AB27,544$2.88M0.07%00.0%Unchanged
Oregon Public Employees Retirement Fund28,139$2.95M0.04%+1,400+5.2%Added
Sompo Asset Management Co., Ltd.28,300$2.96M0.51%+10,090+55.4%Added
Thrivent Financial for Lutherans28,875$3.02M0.01%+19,418+205.3%Added
Blue Capital, Inc.29,042$3.04M2.17%+29,042New
Advisor Group Holdings, Inc.29,736$3.11M0.00%−4,111−12.1%Reduced
Nissay Asset Management Corp30,012$3.14M0.02%+405+1.4%Added
Swedbank AB30,021$3.14M0.00%00.0%Unchanged
Old National Bancorp30,365$3.18M0.05%−57,405−65.4%Reduced
Macquarie Group Ltd31,010$3.25M0.01%−798,527−96.3%Reduced
Engineers Gate Manager LP31,056$3.25M0.04%−300,299−90.6%Reduced
Yousif Capital Management, LLC28,416$3.25M0.04%−1,343−4.5%Reduced
Salvus Wealth Management, LLC31,178$3.26M1.83%+70.0%Added
Bank of Nova Scotia31,185$3.27M0.00%+7,577+32.1%Added
Fisher Asset Management, LLC31,311$3.28M0.00%+954+3.1%Added
Bleakley Financial Group, LLC31,576$3.31M0.06%+7,647+32.0%Added
NEOS Investment Management LLC31,577$3.31M0.02%+4,974+18.7%Added
Bank Julius Baer & Co. Ltd, Zurich31,836$3.33M0.01%−2,571−7.5%Reduced
Long Road Investment Counsel, LLC32,484$3.40M1.29%−1,700−5.0%Reduced
Amica Mutual Insurance Co32,673$3.42M0.30%+12,722+63.8%Added
Sumitomo Mitsui DS Asset Management Company, Ltd32,775$3.43M0.03%+747+2.3%Added
Rakuten Investment Management, Inc.32,472$3.46M0.01%+25,688+378.7%Added
Public Sector Pension Investment Board33,256$3.48M0.01%+13,032+64.4%Added
Ninety One SA (PTY) Ltd33,408$3.50M0.15%+3,365+11.2%Added
Maverick Capital LtdSuperinvestorMaverick Capital33,440$3.50M0.04%+10,539+46.0%Added
Sava Penzisko Drushtvo A.D. Skopje33,706$3.53M1.14%00.0%Unchanged
Ally Financial Inc.34,000$3.56M0.43%00.0%Unchanged
Generate Investment Management Ltd34,211$3.58M0.16%+34,211New
Covenant Asset Management, LLC34,703$3.63M0.70%+34,703New
New York Life Investment Management LLC35,329$3.70M0.03%+1,429+4.2%Added
Toroso Investments, LLC35,538$3.72M0.02%+3,072+9.5%Added
Capstone Investment Advisors, LLC35,710$3.74M0.03%−46,382−56.5%Reduced
Commonwealth Equity Services, LLC36,046$3.77M0.01%−367−1.0%Reduced
Nomura Holdings Inc36,517$3.82M0.01%00.0%Unchanged
Morningstar Investment Management LLC36,811$3.85M0.23%−61,936−62.7%Reduced
Longaeva Partners L.P.36,997$3.87M0.46%+36,997New
Xponance, Inc.37,424$3.92M0.03%+3,709+11.0%Added
Kovitz Investment Group Partners, LLC37,494$3.93M0.09%+2,913+8.4%Added
Ilmarinen Mutual Pension Insurance Co37,500$3.93M0.03%+7,500+25.0%Added
Police & Firemen's Retirement System of New Jersey37,730$3.95M0.03%+156+0.4%Added
Swiss Life Asset Management Ltd37,865$3.97M0.02%+4,490+13.5%Added
Murphy Pohlad Asset Management LLC37,905$3.97M1.52%00.0%Unchanged
PensionDanmark Pensionsforsikringsaktieselskab38,000$3.98M0.04%+38,000New
AE Wealth Management LLC38,379$4.02M0.02%−631−1.6%Reduced
Fred Alger Management, LLC38,681$4.05M0.02%+38,681New
J. Stern & Co. LLP4,094,761$4.09M0.35%+4,001,300+4,281.3%Added
Utah Retirement Systems39,216$4.11M0.04%+568+1.5%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund39,232$4.11M0.03%−3,900−9.0%Reduced
Joel Isaacson & Co., LLC39,569$4.14M0.14%+13,993+54.7%Added
LGT Group Foundation39,276$4.16M0.05%+18,656+90.5%Added
Daiwa Securities Group Inc.40,081$4.20M0.01%+3,314+9.0%Added
Skandinaviska Enskilda Banken AB (publ)41,057$4.30M0.02%−984−2.3%Reduced
British Columbia Investment Management Corp41,493$4.35M0.02%+7,832+23.3%Added
Andra AP-fonden42,000$4.40M0.05%+42,000New
US Bancorp42,624$4.46M0.01%−1,088−2.5%Reduced
DnB Asset Management AS44,439$4.65M0.02%00.0%Unchanged
Forsta Ap-Fonden45,190$4.73M0.03%−1,000−2.2%Reduced
ProShare Advisors LLC45,634$4.78M0.01%+5,365+13.3%Added
Tremblant Capital Group45,795$4.80M0.12%−810−1.7%Reduced
Crystal Rock Capital Management45,963$4.81M2.54%00.0%Unchanged
Amalgamated Bank46,038$4.82M0.03%+1,638+3.7%Added
IFM Investors Pty Ltd46,102$4.83M0.04%+1,565+3.5%Added
Tairen Capital Ltd46,600$4.88M0.51%+46,600New
Cetera Investment Advisers46,611$4.88M0.01%+1,852+4.1%Added
Fluent Financial, LLC46,641$4.88M1.86%+46,641New
D. E. Shaw & Co., Inc.48,041$5.03M0.00%−5,583−10.4%Reduced
CI Private Wealth, LLC48,142$5.04M0.01%+5,427+12.7%Added
Rodgers Brothers Inc.48,992$5.13M0.61%−2,367−4.6%Reduced
Greenwood Capital Associates LLC49,418$5.18M0.56%+8,276+20.1%Added
Jacobs Levy Equity Management, Inc49,816$5.22M0.02%+24,801+99.1%Added
Winslow Asset Management Inc51,434$5.39M0.99%+20.0%Added
Neuberger Berman Group LLC51,650$5.41M0.00%−1,376−2.6%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.52,105$5.47M0.01%+24,311+87.5%Added
Retirement Systems of Alabama52,304$5.48M0.02%+2,344+4.7%Added
Vontobel Holding Ltd.52,923$5.54M0.02%−26,953−33.7%Reduced
WT Asset Management Ltd53,000$5.55M0.22%+20,000+60.6%Added
Mirova53,289$5.58M0.80%00.0%Unchanged
Edgestream Partners, L.P.53,468$5.60M0.16%+38,121+248.4%Added
Poehling Capital Management, LLC53,950$5.65M1.16%−471−0.9%Reduced
Gabelli Funds LLC54,400$5.70M0.04%00.0%Unchanged
USS Investment Management Ltd54,655$5.72M0.03%00.0%Unchanged
Hillman Capital Management, Inc.54,803$5.74M3.61%−15,885−22.5%Reduced
Glenmede Trust Co NA54,882$5.75M0.03%+54,882New
Mackenzie Financial Corp55,057$5.82M0.01%+20,144+57.7%Added
Darwins River Capital, LP55,643$5.83M3.91%+55,643New
Dakota Wealth Management55,773$5.84M0.10%−12,155−17.9%Reduced
First Trust Advisors LP56,012$5.87M0.00%+33,770+151.8%Added
PEAK6 LLC56,926$5.96M0.16%+33,241+140.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys57,187$5.99M0.03%+945+1.7%Added
CIBC Asset Management Inc57,264$6.00M0.01%+24,835+76.6%Added
Owlhouse Capital LP57,400$6.01M6.65%+57,400New
MetLife Investment Management58,921$6.17M0.03%+820+1.4%Added
Jessup Wealth Management, Inc60,405$6.33M2.09%+60,405New
King Luther Capital Management Corp60,783$6.37M0.03%−1,464−2.4%Reduced
Natixis Advisors, L.P.61,773$6.47M0.01%+23,513+61.5%Added
Capital International Ltd62,350$6.53M0.23%−14,161−18.5%Reduced
State of Michigan Retirement System64,338$6.74M0.03%+1,000+1.6%Added
Arizona State Retirement System64,392$6.74M0.04%−4,666−6.8%Reduced
Czech National Bank64,829$6.79M0.04%+5,344+9.0%Added
Steward Partners Investment Advisory, LLC65,741$6.88M0.04%+13,793+26.6%Added