Estee Lauder Companies Class AEL
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 810 institutions reported holding Estee Lauder Companies Class A (EL) in their 13F filings, up 17 from Q1 2025. 118 opened new positions and 107 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock, Inc. ($1.4B) and FMR LLC ($1.3B). 11 famous investors held it, including Michael Burry (21.5% of Scion Asset Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Estee Lauder Companies Class A
- Filed as
- LAUDER ESTEE COS INC (Q2 2025)
- Sector
- Consumer Discretionary
- CUSIP
- 518439104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 118 | $478.8M |
| Exits | 107 | $183.4M |
All 13F filers, Q1 2025 → Q2 2025: 31,426,678 shares bought and 26,790,630 shares sold, net +4,636,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 810 holders
| Vanguard Group Inc. | 0.04% | Add +1.3% | 26,904,441 | $2.2B |
| BlackRock, Inc. | 0.03% | Add +7.2% | 16,745,026 | $1.4B |
| FMR LLC | 0.07% | Add +7.4% | 15,685,733 | $1.3B |
| Capital World Investors | 0.14% | Add +112.4% | 12,130,307 | $980.1M |
| State Street Corp. | 0.03% | Add +0.7% | 10,859,539 | $877.5M |
| Eagle Capital Management LLC | 2.56% | Reduce -0.5% | 9,630,929 | $778.2M |
| Independent Franchise Partners LLP | 4.24% | Reduce -1.1% | 7,892,037 | $637.7M |
| Invesco Ltd. | 0.10% | Add +13.7% | 7,596,379 | $613.8M |
| Geode Capital Management, LLC | 0.03% | Add +17.8% | 5,912,792 | $475.7M |
| Morgan Stanley | 0.03% | Add +37.1% | 5,729,949 | $463.0M |
| Van Eck Associates Corp. | 0.44% | Reduce -7.4% | 4,809,952 | $388.6M |
| Bank of New York Mellon Corp | 0.06% | Add +35.2% | 4,175,394 | $337.4M |
| American Century Companies Inc. | 0.18% | Reduce -11.0% | 4,013,726 | $324.3M |
| Massachusetts Financial Services Co. | 0.09% | Reduce -22.3% | 3,633,227 | $293.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +32.6% | 3,220,694 | $260.2M |
| Ensign Peak Advisors, Inc | 0.45% | Add +4.3% | 3,219,867 | $260.2M |
| UBS Group AG | 0.05% | Reduce -18.4% | 2,950,076 | $238.4M |
| Northern Trust Corp. | 0.03% | Reduce -0.2% | 2,441,159 | $197.2M |
| Norges Bank | 0.02% | Reduce -20.1% | 2,347,314 | $189.7M |
| Alecta Tjanstepension Omsesidigt | 0.87% | Reduce -11.9% | 2,285,300 | $184.6M |
| Marshall Wace, LLP | 0.22% | Add +39.1% | 2,222,968 | $179.6M |
| Schroder Investment Management Group | 0.15% | Add +593.3% | 2,211,624 | $178.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +35.3% | 1,974,741 | $159.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -77.7% | 1,855,515 | $149.9M |
| Amundi | 0.05% | Add +25.1% | 1,598,915 | $141.6M |
| Legal & General Group Plc | 0.03% | Add +7.5% | 1,637,650 | $132.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +6.5% | 1,604,936 | $129.7M |
| Federated Hermes, Inc. | 0.24% | Add +556.8% | 1,554,088 | $125.6M |
| Susquehanna International Group, LLP | 0.19% | Reduce -6.9% | 1,517,727 | $122.6M |
| Deutsche Bank AG | 0.04% | Reduce -12.7% | 1,493,141 | $120.6M |
| Bank of America Corp. | 0.01% | Reduce -4.0% | 1,418,347 | $114.6M |
| Robeco Institutional Asset Management B.V. | 0.16% | Add +1600.3% | 1,224,695 | $99.0M |
| BNP Paribas Financial Markets | 0.07% | Reduce -25.6% | 1,108,904 | $89.6M |
| Nuance Investments, LLC | 6.93% | Reduce -55.0% | 1,100,746 | $88.9M |
| Nordea Investment Management AB | 0.08% | Add +2.1% | 1,097,706 | $87.5M |
| Capital International Investors | 0.01% | New | 1,066,201 | $86.1M |
| Barclays PLC | 0.03% | Add +15.6% | 1,064,837 | $86.0M |
| Voloridge Investment Management, LLC | 0.31% | Reduce -7.2% | 1,031,539 | $83.3M |
| Danica Pension, Livsforsikringsaktieselskab | 1.23% | Reduce -1.6% | 909,530 | $73.5M |
| Macquarie Group Ltd. | 0.09% | Reduce -3.8% | 890,294 | $71.9M |
| Contrarius Group Holdings Ltd | 3.86% | New | 845,787 | $68.3M |
| Swiss National Bank | 0.03% | Add +7.7% | 708,900 | $57.3M |
| Alberta Investment Management Corp | 0.46% | No change | 677,900 | $54.8M |
| DJE Kapital AG | 1.27% | Add +221.6% | 657,403 | $52.2M |
| Cambiar Investors LLC | 2.12% | Add +17.6% | 624,666 | $50.5M |
| Freestone Grove Partners LP | 0.38% | New | 616,934 | $49.8M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -9.3% | 593,997 | $48.0M |
| Brandywine Global Investment Management, LLC | 0.34% | Add +1.7% | 584,581 | $47.2M |
| Charles-Lim Capital Ltd | 11.76% | Add +289.4% | 584,094 | $47.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -0.3% | 568,811 | $46.0M |
| Nuveen, LLC | 0.01% | Add +4.2% | 562,263 | $45.4M |
| Interval Partners, LP | 1.01% | New | 549,468 | $44.4M |
| CANADA LIFE ASSURANCE Co | 0.07% | Add +2.8% | 546,192 | $44.2M |
| Candlestick Capital Management LP | 1.45% | New | 541,243 | $43.7M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -11.8% | 530,586 | $42.9M |
| Rhumbline Advisers | 0.04% | Add +8.9% | 520,651 | $42.1M |
| Continental Grain Co. | 11.72% | No change | 520,300 | $42.0M |
| Douglas Lane & Associates, LLC | 0.59% | Reduce -4.1% | 504,284 | $40.7M |
| Jupiter Asset Management Ltd. | 0.33% | Add +372.1% | 494,391 | $39.9M |
| Ilex Capital Partners (UK) LLP | 1.32% | Reduce -33.9% | 494,122 | $39.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +6.1% | 491,077 | $39.7M |
| HSBC Holdings PLC | 0.03% | Reduce -3.7% | 490,168 | $39.5M |
| Natixis | 0.19% | Reduce -16.8% | 478,092 | $38.6M |
| Burgundy Asset Management Ltd. | 0.35% | Reduce -0.8% | 448,552 | $36.2M |
| Assenagon Asset Management S.A. | 0.06% | Add +657.8% | 435,521 | $35.2M |
| Millennium Management | 0.03% | Add +474.1% | 397,441 | $32.1M |
| Fayez Sarofim & Co | 0.08% | Reduce -6.6% | 390,990 | $31.6M |
| California State Teachers Retirement System | 0.03% | Reduce -4.6% | 387,162 | $31.3M |
| ASR Vermogensbeheer N.V. | 0.40% | Add +0.4% | 383,473 | $31.0M |
| Citigroup Inc. | 0.02% | Reduce -55.7% | 383,184 | $31.0M |
| Balyasny Asset Management L.P. | 0.07% | Reduce -41.0% | 379,063 | $30.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -56.4% | 340,661 | $27.5M |
| AQR Capital Management | 0.02% | Add +321.8% | 332,793 | $26.4M |
| Steadfast Capital Management LP | 0.49% | New | 324,200 | $26.2M |
| Alliancebernstein L.P. | 0.01% | Add +35.1% | 320,599 | $25.9M |
| California Public Employees Retirement System | 0.02% | Add +5.8% | 319,836 | $25.8M |
| Royal Bank of Canada | 0.00% | Reduce -57.8% | 313,201 | $25.3M |
| Cartenna Capital, LP | 1.49% | New | 300,000 | $24.2M |
| Compagnie Lombard Odier SCmA | 0.31% | Add +20.9% | 295,547 | $23.9M |
| D. E. Shaw & Co. | 0.02% | Reduce -49.5% | 289,512 | $23.4M |
| Woodline Partners LP | 0.12% | Add +20.9% | 289,432 | $23.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -64.4% | 279,327 | $22.6M |
| Railway Pension Investments Ltd | 0.31% | No change | 271,500 | $21.9M |
| Canada Pension Plan Investment Board | 0.02% | Reduce -36.2% | 267,429 | $21.6M |
| Wells Fargo & Company | 0.00% | Reduce -16.7% | 258,646 | $20.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.8% | 255,359 | $20.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.04% | Add +41.3% | 245,748 | $19.9M |
| Caisse de depot et placement du Quebec | 0.04% | New | 245,371 | $19.8M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +1.0% | 235,726 | $19.0M |
| Scopus Asset Management, L.P. | 0.49% | Reduce -75.8% | 227,239 | $18.4M |
| Jane Street Group, LLC | 0.03% | Reduce -68.9% | 222,848 | $18.0M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +16.8% | 214,484 | $17.3M |
| GDS Wealth Management | 1.22% | Add +88.8% | 206,560 | $16.7M |
| Caisse Des Depots Et Consignations | 0.69% | No change | 202,550 | $16.4M |
| Ameriprise Financial Inc. | 0.00% | Add +78.2% | 191,427 | $15.5M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +50.3% | 187,935 | $15.2M |
| Jones Financial Companies LLLP | 0.01% | Add +22.2% | 185,876 | $14.9M |
| Rathbones Group PLC | 0.06% | Reduce -81.1% | 179,223 | $14.5M |
| Aberdeen Group plc | 0.02% | Add +4.7% | 177,265 | $14.3M |
| National Bank of Canada | 0.02% | Reduce -52.3% | 175,889 | $14.2M |
"% of holder's portfolio" is EL's weight in each manager's 13F, not the share of Estee Lauder Companies Class A the manager owns.