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 |
|---|---|---|---|---|---|
| Ilex Capital Partners (UK) LLP | 281,571 | $29.5M | 0.83% | +50,217+21.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 295,990 | $31.2M | 0.05% | +22,426+8.2% | Added |
| Jennison Associates LLC | 314,556 | $32.9M | 0.02% | +314,556 | New |
| ASR Vermogensbeheer N.V. | 317,840 | $33.3M | 0.39% | −28,549−8.2% | Reduced |
| Great West Life Assurance Co | 347,406 | $36.4M | 0.06% | −17,890−4.9% | Reduced |
| Two Sigma Investments, LP | 372,015 | $39.0M | 0.06% | −210,491−36.1% | Reduced |
| California State Teachers Retirement System | 382,718 | $40.1M | 0.04% | +2,039+0.5% | Added |
| Voya Investment Management LLC | 389,109 | $40.7M | 0.04% | +305,074+363.0% | Added |
| National Pension Service | 403,817 | $42.3M | 0.03% | +398,991+8,267.5% | Added |
| Hardman Johnston Global Advisors LLC | 410,664 | $43.0M | 2.05% | +158,516+62.9% | Added |
| Mediolanum International Funds Ltd | 407,009 | $43.1M | 0.43% | +407,009 | New |
| California Public Employees Retirement System | 420,281 | $44.0M | 0.03% | +19,720+4.9% | Added |
| Manufacturers Life Insurance Company, The | 421,062 | $44.1M | 0.04% | +288,897+218.6% | Added |
| Scopus Asset Management, L.P. | 421,228 | $44.1M | 1.23% | +103,728+32.7% | Added |
| London & Capital Asset Management Ltd | 439,152 | $46.0M | 0.48% | +439,152 | New |
| Brandywine Global Investment Management, LLC | 439,378 | $46.0M | 0.31% | −4,158−0.9% | Reduced |
| Canada Pension Plan Investment Board | 444,520 | $46.6M | 0.03% | +159,279+55.8% | Added |
| Cambiar Investors LLC | 448,441 | $47.0M | 2.10% | −97,906−17.9% | Reduced |
| SG Americas Securities, LLC | 449,734 | $47.1M | 0.06% | +423,367+1,605.7% | Added |
| Burkehill Global Management, LP | 450,000 | $47.1M | 3.10% | +450,000 | New |
| Woodline Partners LP | 472,382 | $49.5M | 0.19% | +161,708+52.1% | Added |
| Voloridge Investment Management, LLC | 482,724 | $50.6M | 0.18% | −863,789−64.2% | Reduced |
| Man Group plc | 483,019 | $50.6M | 0.10% | +403,804+509.8% | Added |
| Susquehanna International Group, LLP | 484,084 | $50.7M | 0.07% | −216,345−30.9% | Reduced |
| DJE Kapital AG | 481,189 | $51.1M | 1.41% | −176,214−26.8% | Reduced |
| HSBC Holdings PLC | 488,551 | $51.1M | 0.03% | +50,346+11.5% | Added |
| Douglas Lane & Associates, LLC | 498,425 | $52.2M | 0.72% | −4,905−1.0% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 501,987 | $52.6M | 0.76% | −19,210−3.7% | Reduced |
| Rhumbline Advisers | 502,120 | $52.6M | 0.04% | −18,712−3.6% | Reduced |
| Continental Grain Co | 520,300 | $54.5M | 16.23% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 519,349 | $54.5M | 0.06% | +60,201+13.1% | Added |
| Citigroup Inc | 521,298 | $54.6M | 0.04% | +112,733+27.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 528,709 | $55.4M | 0.03% | −6,438−1.2% | Reduced |
| BNP Paribas Arbitrage, SA | 529,684 | $55.5M | 0.04% | −223,981−29.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 544,415 | $58.1M | 0.04% | +38,233+7.6% | Added |
| Barclays PLC | 590,314 | $61.8M | 0.02% | −762,578−56.4% | Reduced |
| Alberta Investment Management Corp | 608,000 | $63.7M | 0.38% | −20,000−3.2% | Reduced |
| Point72 Asset Management, L.P. | 643,087 | $67.3M | 0.11% | +330,384+105.7% | Added |
| Swiss National Bank | 643,400 | $67.4M | 0.04% | −31,600−4.7% | Reduced |
| Nuveen, LLC | 664,418 | $69.6M | 0.02% | +8,697+1.3% | Added |
| Caisse de Depot Et Placement du Quebec | 721,816 | $75.6M | 0.13% | +169,660+30.7% | Added |
| Zurich Insurance Group Ltd | 723,005 | $75.7M | 0.53% | +148,204+25.8% | Added |
| Fullerton Fund Management Co Ltd. | 802,709 | $84.1M | 3.68% | +802,709 | New |
| Dimensional Fund Advisors LP | 826,880 | $86.6M | 0.02% | +7,836+1.0% | Added |
| Federated Hermes, Inc. | 846,690 | $88.7M | 0.15% | −50,633−5.6% | Reduced |
| Pictet Asset Management Holding SA | 849,399 | $89.0M | 0.09% | +709,154+505.7% | Added |
| Citadel Advisors LLC | 876,261 | $91.8M | 0.06% | −411,558−32.0% | Reduced |
| Worldquant Millennium Advisors LLC | 884,828 | $92.7M | 0.36% | −277,596−23.9% | Reduced |
| Nordea Investment Management AB | 893,493 | $93.4M | 0.08% | −182,467−17.0% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 966,200 | $101.2M | 0.44% | −638,700−39.8% | Reduced |
| Millennium Management LLC | 982,888 | $102.9M | 0.07% | +342,512+53.5% | Added |
| Royal Bank of Canada | 1,052,964 | $110.3M | 0.02% | +119,216+12.8% | Added |
| Capital International Investors | 1,080,468 | $113.1M | 0.02% | +5,040+0.5% | Added |
| UBS Group AG | 1,107,802 | $116.0M | 0.02% | −564,352−33.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,117,878 | $117.1M | 2.11% | +297,309+36.2% | Added |
| Bank of America Corp | 1,317,294 | $137.9M | 0.01% | −113,968−8.0% | Reduced |
| Nomura Asset Management International Inc. | 1,369,124 | $143.4M | 0.22% | +1,369,124 | New |
| Deutsche Bank AG | 1,390,561 | $145.6M | 0.05% | +126,502+10.0% | Added |
| Keywise Capital Management (HK) Ltd | 1,400,800 | $146.7M | 11.66% | +577,300+70.1% | Added |
| Amundi | 1,427,726 | $149.5M | 0.04% | −139,009−8.9% | Reduced |
| Legal & General Group Plc | 1,687,698 | $176.7M | 0.04% | −8,974−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,696,790 | $177.7M | 0.03% | +70,261+4.3% | Added |
| Robeco Institutional Asset Management B.V. | 1,698,627 | $177.9M | 0.25% | +450,164+36.1% | Added |
| Ensign Peak Advisors, Inc | 1,704,673 | $178.5M | 0.32% | −547,411−24.3% | Reduced |
| Wellington Management Group LLP | 1,836,372 | $192.3M | 0.03% | −245,845−11.8% | Reduced |
| JPMorgan Chase & Co | 1,855,332 | $194.3M | 0.01% | −1,279,060−40.8% | Reduced |
| Franklin Resources Inc | 1,972,197 | $206.5M | 0.05% | +450,798+29.6% | Added |
| American Century Companies Inc | 2,073,641 | $217.2M | 0.11% | −1,356,358−39.5% | Reduced |
| Marshall Wace, LLP | 2,075,949 | $217.4M | 0.21% | −296,030−12.5% | 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 |
| UBS Asset Management Americas Inc | 2,239,221 | $234.5M | 0.05% | −159,773−6.7% | Reduced |
| Northern Trust Corp | 2,458,505 | $257.5M | 0.03% | +7,377+0.3% | Added |
| Price T Rowe Associates Inc | 2,684,170 | $281.1M | 0.03% | +1,171,078+77.4% | Added |
| Victory Capital Management Inc | 2,726,234 | $285.5M | 0.16% | +413,699+17.9% | Added |
| Goldman Sachs Group Inc | 2,892,053 | $302.9M | 0.04% | −558,042−16.2% | Reduced |
| Norges Bank | 2,949,886 | $308.9M | 0.03% | +2,949,886 | New |
| Morgan Stanley | 3,560,620 | $372.9M | 0.02% | −965,116−21.3% | Reduced |
| Van Eck Associates Corp | 3,673,736 | $384.7M | 0.32% | −678,941−15.6% | Reduced |
| Geode Capital Management, LLC | 6,308,108 | $658.0M | 0.04% | +331,530+5.5% | Added |
| Invesco Ltd. | 6,577,184 | $688.8M | 0.07% | −757,541−10.3% | Reduced |
| Bank of New York Mellon Corp | 7,497,179 | $785.1M | 0.14% | +1,384,678+22.7% | Added |
| Capital World Investors | 7,753,101 | $811.9M | 0.11% | −4,391,022−36.2% | Reduced |
| Independent Franchise Partners LLP | 7,837,249 | $820.7M | 5.22% | +83,857+1.1% | Added |
| Schroder Investment Management Group | 8,140,550 | $861.6M | 0.65% | +5,286,875+185.3% | Added |
| Eagle Capital Management LLC | 8,729,535 | $914.2M | 2.85% | −239,203−2.7% | Reduced |
| State Street Corp | 11,585,782 | $1.21B | 0.04% | +467,195+4.2% | Added |
| FMR LLC | 16,348,552 | $1.71B | 0.09% | +5,398,198+49.3% | Added |
| BlackRock, Inc. | 18,071,259 | $1.89B | 0.03% | +1,229,108+7.3% | Added |
| Vanguard Group Inc | 27,952,869 | $2.93B | 0.04% | +1,043,746+3.9% | Added |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −965,049−100.0% | Sold out |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −431,238−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −205,000−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −92,706−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −69,040−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −67,359−100.0% | Sold out |
| Baypointe Partners LLC | 0 | $0 | 0.00% | −58,334−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −56,813−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −46,212−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −38,639−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −30,492−100.0% | Sold out |