Estee Lauder Companies Class AEL

13F holders, Q2 2025 (June 30)
810holders +17
118new positions
107sold out
11famous investors
$80.83avg. 13F price*

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

05001,0001,500 Q1 2024: 1,057Q1 2024Q2 2024: 991Q2 2024Q3 2024: 917Q3 2024Q4 2024: 841Q4 2024Q1 2025: 793Q1 2025Q2 2025: 810Q2 2025Q3 2025: 822Q3 2025Q4 2025: 889Q4 2025Q1 2026: 836Q1 2026Q2 2026: 832Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions118$478.8M
Exits107$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.

Show all 810 holders