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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, Q1 2026

Institutional positions in Estee Lauder Companies Inc as of Mar 31, 2026. 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
836
−35 vs. Q4 2025
Shares held
229.6M
+27.7M (+13.7%) vs. Q4 2025
Total value
$16.4B
−$4.29B (−20.7%) vs. Q4 2025
New holders
121
317 more added
Sold out
156
269 more reduced

18 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 836 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 heldQ1 2026: $16.4B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Estee Lauder Companies Inc; share changes are against Q4 2025.

Institutions holding EL in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.18,545,509$1.33B0.02%+474,250+2.6%Added
FMR LLC18,113,752$1.30B0.07%+1,765,200+10.8%Added
Vanguard Capital Management LLC16,072,739$1.15B0.03%+16,072,739New
Bank of America Corp13,843,765$993.6M0.07%+12,526,471+950.9%Added
Vanguard Portfolio Management LLC12,144,964$871.6M0.05%+12,144,964New
State Street Corp11,792,971$846.4M0.03%+207,189+1.8%Added
Eagle Capital Management LLC7,932,601$569.3M1.91%−796,934−9.1%Reduced
Schroder Investment Management Group8,018,556$545.1M0.45%−121,994−1.5%Reduced
Bank of New York Mellon Corp6,793,156$487.5M0.09%−704,023−9.4%Reduced
Independent Franchise Partners LLP6,628,540$475.7M3.33%−1,208,709−15.4%Reduced
Geode Capital Management, LLC6,653,269$475.7M0.03%+345,161+5.5%Added
Invesco Ltd.5,210,041$373.9M0.04%−1,367,143−20.8%Reduced
Capital World Investors4,073,296$292.3M0.04%−3,679,805−47.5%Reduced
Van Eck Associates Corp3,504,793$251.5M0.19%−168,943−4.6%Reduced
Victory Capital Management Inc3,163,295$227.0M0.15%+437,061+16.0%Added
Morgan Stanley3,116,149$223.6M0.01%−444,471−12.5%Reduced
Price T Rowe Associates Inc3,020,462$216.8M0.03%+336,292+12.5%Added
Franklin Resources Inc2,751,649$197.5M0.05%+779,452+39.5%Added
Goldman Sachs Group Inc2,560,429$183.8M0.02%−331,624−11.5%Reduced
Northern Trust Corp2,447,646$175.7M0.02%−10,859−0.4%Reduced
UBS Asset Management Americas Inc2,194,574$157.5M0.03%−44,647−2.0%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,185,900$156.9M0.14%+25,001+1.2%Added
Amundi1,909,911$137.1M0.04%+482,185+33.8%Added
Charles Schwab Investment Management Inc1,722,718$123.6M0.02%+25,928+1.5%Added
Legal & General Group Plc1,709,547$122.7M0.03%+21,849+1.3%Added
Deutsche Bank AG1,590,811$114.2M0.04%+200,250+14.4%Added
UBS Group AG1,539,166$110.5M0.02%+431,364+38.9%Added
Ensign Peak Advisors, Inc1,496,654$107.4M0.20%−208,019−12.2%Reduced
Robeco Institutional Asset Management B.V.1,473,323$105.7M0.15%−225,304−13.3%Reduced
Vanguard Fiduciary Trust Co1,391,167$99.8M0.03%+1,391,167New
JPMorgan Chase & Co1,403,573$95.4M0.01%−451,759−24.3%Reduced
Dimensional Fund Advisors LP1,192,531$85.6M0.02%+365,651+44.2%Added
Alecta Pensionsforsakring, Omsesidigt1,188,600$85.3M0.42%+222,400+23.0%Added
Lazard Freres Gestion S.A.S.1,109,265$79.6M1.57%−8,613−0.8%Reduced
Citigroup Inc990,208$71.1M0.05%+468,910+90.0%Added
American Century Companies Inc987,533$70.9M0.04%−1,086,108−52.4%Reduced
Pictet Asset Management Holding SA973,478$69.9M0.07%+124,079+14.6%Added
Toroso Investments, LLC910,870$62.1M0.19%+875,332+2,463.1%Added
Federated Hermes, Inc.856,118$61.4M0.10%+9,428+1.1%Added
SG Americas Securities, LLC838,759$60.2M0.07%+389,025+86.5%Added
BNP Paribas Arbitrage, SA833,925$59.9M0.04%+304,241+57.4%Added
Susquehanna International Group, LLP825,711$59.3M0.08%+341,627+70.6%Added
Barclays PLC787,825$56.5M0.02%+197,511+33.5%Added
Nuveen, LLC756,047$54.3M0.01%+91,629+13.8%Added
Royal Bank of Canada752,967$54.0M0.01%−299,997−28.5%Reduced
Swiss National Bank721,500$51.8M0.03%+78,100+12.1%Added
KBC Group NV707,692$50.8M0.13%+637,641+910.3%Added
Nordea Investment Management AB736,556$50.5M0.05%−156,937−17.6%Reduced
Eminence Capital, LP698,350$50.1M1.15%+698,350New
Alberta Investment Management Corp641,946$46.1M0.28%+33,946+5.6%Added
AQR Capital Management LLC651,834$45.2M0.02%+473,512+265.5%Added
Russell Investments Group, Ltd.617,122$43.9M0.05%+97,773+18.8%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.590,149$42.4M0.03%+45,734+8.4%Added
HSBC Holdings PLC561,400$39.9M0.02%+72,849+14.9%Added
Vanguard Global Advisers, LLC540,082$38.8M0.02%+540,082New
Sumitomo Mitsui Trust Holdings, Inc.526,340$37.8M0.02%−2,369−0.4%Reduced
Caisse de Depot Et Placement du Quebec523,769$37.6M0.06%−198,047−27.4%Reduced
Continental Grain Co520,300$37.3M10.21%00.0%Unchanged
Rhumbline Advisers507,682$36.4M0.03%+5,562+1.1%Added
Douglas Lane & Associates, LLC506,800$36.4M0.52%+8,375+1.7%Added
HighTower Advisors, LLC501,069$36.0M0.04%+259,027+107.0%Added
Vanguard Asset Management, Ltd493,512$35.4M0.03%+493,512New
Woodline Partners LP478,979$34.4M0.13%+6,597+1.4%Added
Nomura Asset Management International Inc.465,049$33.4M0.06%−904,075−66.0%Reduced
Great West Life Assurance Co452,608$32.6M0.06%+105,202+30.3%Added
Tudor Investment Corp Et Al450,222$32.3M0.17%+450,222New
National Pension Service440,590$31.6M0.02%+36,773+9.1%Added
Cambiar Investors LLC434,686$31.2M1.44%−13,755−3.1%Reduced
Citadel Advisors LLC429,965$30.9M0.02%−446,296−50.9%Reduced
California Public Employees Retirement System413,289$29.7M0.02%−6,992−1.7%Reduced
Hardman Johnston Global Advisors LLC404,922$29.1M1.38%−5,742−1.4%Reduced
Canada Pension Plan Investment Board397,941$28.6M0.02%−46,579−10.5%Reduced
Natixis393,980$28.3M0.11%+114,439+40.9%Added
Alliancebernstein L.P.269,420$28.2M0.01%+12,267+4.8%Added
Korea Investment CORP392,494$28.2M0.06%+179,380+84.2%Added
Scopus Asset Management, L.P.391,901$28.1M0.88%−29,327−7.0%Reduced
Jupiter Asset Management Ltd387,809$27.8M0.15%+271,955+234.7%Added
California State Teachers Retirement System386,795$27.8M0.03%+4,077+1.1%Added
Jennison Associates LLC374,831$26.9M0.02%+60,275+19.2%Added
Two Sigma Investments, LP371,689$26.7M0.02%−326−0.1%Reduced
Eurizon Capital SGR S.p.A.359,379$25.8M0.08%+219,799+157.5%Added
NFJ Investment Group, LLC351,793$25.2M0.96%+351,793New
Aviva PLC330,045$23.7M0.04%+193,080+141.0%Added
Danica Pension, Livsforsikringsaktieselskab325,291$23.3M0.44%−176,696−35.2%Reduced
ASR Vermogensbeheer N.V.308,362$22.1M0.26%−9,478−3.0%Reduced
Jane Street Group, LLC303,622$21.8M0.02%+95,785+46.1%Added
Candriam Luxembourg S.C.A.301,032$21.6M0.11%+208,628+225.8%Added
Universal- Beteiligungs- und Servicegesellschaft mbH289,963$20.9M0.04%−6,027−2.0%Reduced
Banco Santander, S.A.275,724$19.8M0.16%+34,571+14.3%Added
Principal Financial Group Inc275,311$19.8M0.01%+4,056+1.5%Added
Wellington Management Group LLP274,604$19.7M0.00%−1,561,768−85.0%Reduced
Jacobs Levy Equity Management, Inc263,068$18.9M0.08%+213,252+428.1%Added
Voloridge Investment Management, LLC260,384$18.7M0.07%−222,340−46.1%Reduced
Millennium Management LLC256,879$18.4M0.01%−726,009−73.9%Reduced
Verition Fund Management LLC245,110$17.6M0.17%+221,764+949.9%Added
ExodusPoint Capital Management, LP229,561$16.5M0.16%+102,695+80.9%Added
Man Group plc229,446$16.5M0.03%−253,573−52.5%Reduced
Raymond James Financial Inc225,792$16.2M0.00%+7,303+3.3%Added
Ameriprise Financial Inc224,656$16.1M0.00%+9,695+4.5%Added
KLP Kapitalforvaltning AS221,250$15.9M0.06%+38,600+21.1%Added