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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 57,187 | $5.99M | 0.03% | +945+1.7% | Added |
| PEAK6 LLC | 56,926 | $5.96M | 0.16% | +33,241+140.3% | Added |
| First Trust Advisors LP | 56,012 | $5.87M | 0.00% | +33,770+151.8% | Added |
| Dakota Wealth Management | 55,773 | $5.84M | 0.10% | −12,155−17.9% | Reduced |
| Darwins River Capital, LP | 55,643 | $5.83M | 3.91% | +55,643 | New |
| Mackenzie Financial Corp | 55,057 | $5.82M | 0.01% | +20,144+57.7% | Added |
| Glenmede Trust Co NA | 54,882 | $5.75M | 0.03% | +54,882 | New |
| Hillman Capital Management, Inc. | 54,803 | $5.74M | 3.61% | −15,885−22.5% | Reduced |
| USS Investment Management Ltd | 54,655 | $5.72M | 0.03% | 00.0% | Unchanged |
| Gabelli Funds LLC | 54,400 | $5.70M | 0.04% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 53,950 | $5.65M | 1.16% | −471−0.9% | Reduced |
| Edgestream Partners, L.P. | 53,468 | $5.60M | 0.16% | +38,121+248.4% | Added |
| Mirova | 53,289 | $5.58M | 0.80% | 00.0% | Unchanged |
| WT Asset Management Ltd | 53,000 | $5.55M | 0.22% | +20,000+60.6% | Added |
| Vontobel Holding Ltd. | 52,923 | $5.54M | 0.02% | −26,953−33.7% | Reduced |
| Retirement Systems of Alabama | 52,304 | $5.48M | 0.02% | +2,344+4.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 52,105 | $5.47M | 0.01% | +24,311+87.5% | Added |
| Neuberger Berman Group LLC | 51,650 | $5.41M | 0.00% | −1,376−2.6% | Reduced |
| Winslow Asset Management Inc | 51,434 | $5.39M | 0.99% | +20.0% | Added |
| Jacobs Levy Equity Management, Inc | 49,816 | $5.22M | 0.02% | +24,801+99.1% | Added |
| Greenwood Capital Associates LLC | 49,418 | $5.18M | 0.56% | +8,276+20.1% | Added |
| Rodgers Brothers Inc. | 48,992 | $5.13M | 0.61% | −2,367−4.6% | Reduced |
| CI Private Wealth, LLC | 48,142 | $5.04M | 0.01% | +5,427+12.7% | Added |
| D. E. Shaw & Co., Inc. | 48,041 | $5.03M | 0.00% | −5,583−10.4% | Reduced |
| Fluent Financial, LLC | 46,641 | $4.88M | 1.86% | +46,641 | New |
| Cetera Investment Advisers | 46,611 | $4.88M | 0.01% | +1,852+4.1% | Added |
| Tairen Capital Ltd | 46,600 | $4.88M | 0.51% | +46,600 | New |
| IFM Investors Pty Ltd | 46,102 | $4.83M | 0.04% | +1,565+3.5% | Added |
| Amalgamated Bank | 46,038 | $4.82M | 0.03% | +1,638+3.7% | Added |
| Crystal Rock Capital Management | 45,963 | $4.81M | 2.54% | 00.0% | Unchanged |
| Tremblant Capital Group | 45,795 | $4.80M | 0.12% | −810−1.7% | Reduced |
| ProShare Advisors LLC | 45,634 | $4.78M | 0.01% | +5,365+13.3% | Added |
| Forsta Ap-Fonden | 45,190 | $4.73M | 0.03% | −1,000−2.2% | Reduced |
| DnB Asset Management AS | 44,439 | $4.65M | 0.02% | 00.0% | Unchanged |
| US Bancorp | 42,624 | $4.46M | 0.01% | −1,088−2.5% | Reduced |
| Andra AP-fonden | 42,000 | $4.40M | 0.05% | +42,000 | New |
| British Columbia Investment Management Corp | 41,493 | $4.35M | 0.02% | +7,832+23.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 41,057 | $4.30M | 0.02% | −984−2.3% | Reduced |
| Daiwa Securities Group Inc. | 40,081 | $4.20M | 0.01% | +3,314+9.0% | Added |
| LGT Group Foundation | 39,276 | $4.16M | 0.05% | +18,656+90.5% | Added |
| Joel Isaacson & Co., LLC | 39,569 | $4.14M | 0.14% | +13,993+54.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,232 | $4.11M | 0.03% | −3,900−9.0% | Reduced |
| Utah Retirement Systems | 39,216 | $4.11M | 0.04% | +568+1.5% | Added |
| J. Stern & Co. LLP | 4,094,761 | $4.09M | 0.35% | +4,001,300+4,281.3% | Added |
| Fred Alger Management, LLC | 38,681 | $4.05M | 0.02% | +38,681 | New |
| AE Wealth Management LLC | 38,379 | $4.02M | 0.02% | −631−1.6% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 38,000 | $3.98M | 0.04% | +38,000 | New |
| Murphy Pohlad Asset Management LLC | 37,905 | $3.97M | 1.52% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 37,865 | $3.97M | 0.02% | +4,490+13.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 37,730 | $3.95M | 0.03% | +156+0.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 37,500 | $3.93M | 0.03% | +7,500+25.0% | Added |
| Kovitz Investment Group Partners, LLC | 37,494 | $3.93M | 0.09% | +2,913+8.4% | Added |
| Xponance, Inc. | 37,424 | $3.92M | 0.03% | +3,709+11.0% | Added |
| Longaeva Partners L.P. | 36,997 | $3.87M | 0.46% | +36,997 | New |
| Morningstar Investment Management LLC | 36,811 | $3.85M | 0.23% | −61,936−62.7% | Reduced |
| Nomura Holdings Inc | 36,517 | $3.82M | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 36,046 | $3.77M | 0.01% | −367−1.0% | Reduced |
| Capstone Investment Advisors, LLC | 35,710 | $3.74M | 0.03% | −46,382−56.5% | Reduced |
| Toroso Investments, LLC | 35,538 | $3.72M | 0.02% | +3,072+9.5% | Added |
| New York Life Investment Management LLC | 35,329 | $3.70M | 0.03% | +1,429+4.2% | Added |
| Covenant Asset Management, LLC | 34,703 | $3.63M | 0.70% | +34,703 | New |
| Generate Investment Management Ltd | 34,211 | $3.58M | 0.16% | +34,211 | New |
| Ally Financial Inc. | 34,000 | $3.56M | 0.43% | 00.0% | Unchanged |
| Sava Penzisko Drushtvo A.D. Skopje | 33,706 | $3.53M | 1.14% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 33,440 | $3.50M | 0.04% | +10,539+46.0% | Added |
| Ninety One SA (PTY) Ltd | 33,408 | $3.50M | 0.15% | +3,365+11.2% | Added |
| Public Sector Pension Investment Board | 33,256 | $3.48M | 0.01% | +13,032+64.4% | Added |
| Rakuten Investment Management, Inc. | 32,472 | $3.46M | 0.01% | +25,688+378.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,775 | $3.43M | 0.03% | +747+2.3% | Added |
| Amica Mutual Insurance Co | 32,673 | $3.42M | 0.30% | +12,722+63.8% | Added |
| Long Road Investment Counsel, LLC | 32,484 | $3.40M | 1.29% | −1,700−5.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 31,836 | $3.33M | 0.01% | −2,571−7.5% | Reduced |
| NEOS Investment Management LLC | 31,577 | $3.31M | 0.02% | +4,974+18.7% | Added |
| Bleakley Financial Group, LLC | 31,576 | $3.31M | 0.06% | +7,647+32.0% | Added |
| Fisher Asset Management, LLC | 31,311 | $3.28M | 0.00% | +954+3.1% | Added |
| Bank of Nova Scotia | 31,185 | $3.27M | 0.00% | +7,577+32.1% | Added |
| Salvus Wealth Management, LLC | 31,178 | $3.26M | 1.83% | +70.0% | Added |
| Yousif Capital Management, LLC | 28,416 | $3.25M | 0.04% | −1,343−4.5% | Reduced |
| Engineers Gate Manager LP | 31,056 | $3.25M | 0.04% | −300,299−90.6% | Reduced |
| Macquarie Group Ltd | 31,010 | $3.25M | 0.01% | −798,527−96.3% | Reduced |
| Old National Bancorp | 30,365 | $3.18M | 0.05% | −57,405−65.4% | Reduced |
| Swedbank AB | 30,021 | $3.14M | 0.00% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 30,012 | $3.14M | 0.02% | +405+1.4% | Added |
| Advisor Group Holdings, Inc. | 29,736 | $3.11M | 0.00% | −4,111−12.1% | Reduced |
| Blue Capital, Inc. | 29,042 | $3.04M | 2.17% | +29,042 | New |
| Thrivent Financial for Lutherans | 28,875 | $3.02M | 0.01% | +19,418+205.3% | Added |
| Sompo Asset Management Co., Ltd. | 28,300 | $2.96M | 0.51% | +10,090+55.4% | Added |
| Oregon Public Employees Retirement Fund | 28,139 | $2.95M | 0.04% | +1,400+5.2% | Added |
| Avanza Fonder AB | 27,544 | $2.88M | 0.07% | 00.0% | Unchanged |
| Comerica Bank | 27,470 | $2.88M | 0.01% | −1,609−5.5% | Reduced |
| Prudential PLC | 27,255 | $2.85M | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 26,813 | $2.81M | 0.00% | +2,339+9.6% | Added |
| Azzad Asset Management Inc | 26,642 | $2.79M | 0.27% | −40−0.1% | Reduced |
| UniSuper Management Pty Ltd | 26,599 | $2.79M | 0.02% | −5,278−16.6% | Reduced |
| Blair William & Co | 26,513 | $2.78M | 0.01% | +6,214+30.6% | Added |
| Mutual of America Capital Management LLC | 26,408 | $2.77M | 0.03% | +1,012+4.0% | Added |
| North Dakota State Investment Board | 26,049 | $2.73M | 0.10% | +26,049 | New |
| JustInvest LLC | 25,438 | $2.66M | 0.03% | +637+2.6% | Added |
| OP Asset Management Ltd | 25,349 | $2.65M | 0.03% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 25,032 | $2.62M | 0.01% | +1,091+4.6% | Added |