Estee Lauder Companies Class AEL
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 822 institutions reported holding Estee Lauder Companies Class A (EL) in their 13F filings, up 12 from Q2 2025. 116 opened new positions and 104 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock, Inc. ($1.5B) and Capital World Investors ($1.1B). 12 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Steve Cohen (0.1% of Point72 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 (Q3 2025)
- Sector
- Consumer Discretionary
- CUSIP
- 518439104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 116 | $476.7M |
| Exits | 104 | $378.3M |
All 13F filers, Q2 2025 → Q3 2025: 26,454,651 shares bought and 27,801,545 shares sold, net −1,346,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 822 holders
| Vanguard Group Inc. | 0.04% | Add +0.0% | 26,909,123 | $2.4B |
| BlackRock, Inc. | 0.03% | Add +0.6% | 16,842,151 | $1.5B |
| Capital World Investors | 0.15% | Add +0.1% | 12,144,123 | $1.1B |
| State Street Corp. | 0.03% | Add +2.4% | 11,118,587 | $979.8M |
| FMR LLC | 0.05% | Reduce -30.2% | 10,950,354 | $964.9M |
| Eagle Capital Management LLC | 2.52% | Reduce -6.9% | 8,968,738 | $790.3M |
| Independent Franchise Partners LLP | 4.50% | Reduce -1.8% | 7,753,392 | $683.2M |
| Invesco Ltd. | 0.10% | Reduce -3.4% | 7,334,725 | $646.3M |
| Bank of New York Mellon Corp | 0.10% | Add +46.4% | 6,112,501 | $538.6M |
| Geode Capital Management, LLC | 0.03% | Add +1.1% | 5,976,578 | $524.5M |
| Morgan Stanley | 0.02% | Reduce -21.0% | 4,525,736 | $398.8M |
| Van Eck Associates Corp. | 0.36% | Reduce -9.5% | 4,352,677 | $383.6M |
| Goldman Sachs Group Inc. | 0.04% | Add +74.7% | 3,450,095 | $304.0M |
| American Century Companies Inc. | 0.15% | Reduce -14.5% | 3,429,999 | $302.3M |
| JPMorgan Chase & Co. | 0.02% | Add +68.9% | 3,134,392 | $276.2M |
| Schroder Investment Management Group | 0.20% | Add +29.0% | 2,853,675 | $254.3M |
| Northern Trust Corp. | 0.03% | Add +0.4% | 2,451,128 | $216.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Reduce -25.5% | 2,398,994 | $211.4M |
| Marshall Wace, LLP | 0.23% | Add +6.7% | 2,371,979 | $209.0M |
| Victory Capital Management Inc. | 0.12% | Add +3181.4% | 2,312,535 | $203.8M |
| Ensign Peak Advisors, Inc | 0.33% | Reduce -30.1% | 2,252,084 | $198.5M |
| Wellington Management Group LLP | 0.03% | Add +3986.4% | 2,082,217 | $183.5M |
| Legal & General Group Plc | 0.03% | Add +3.6% | 1,696,672 | $149.5M |
| UBS Group AG | 0.03% | Reduce -43.3% | 1,672,154 | $147.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.4% | 1,626,529 | $143.3M |
| Alecta Tjanstepension Omsesidigt | 0.63% | Reduce -29.8% | 1,604,900 | $141.4M |
| Amundi | 0.04% | Reduce -2.0% | 1,566,735 | $138.9M |
| Franklin Resources Inc. | 0.03% | Add +1193.8% | 1,521,399 | $134.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +344.2% | 1,513,092 | $133.3M |
| Bank of America Corp. | 0.01% | Add +0.9% | 1,431,262 | $126.1M |
| Barclays PLC | 0.04% | Add +27.1% | 1,352,892 | $119.2M |
| Voloridge Investment Management, LLC | 0.40% | Add +30.5% | 1,346,513 | $118.7M |
| Citadel Advisors | 0.09% | Add +2152.7% | 1,287,819 | $113.5M |
| Deutsche Bank AG | 0.04% | Reduce -15.3% | 1,264,059 | $111.4M |
| Robeco Institutional Asset Management B.V. | 0.16% | Add +1.9% | 1,248,463 | $110.0M |
| Worldquant Millennium Advisors LLC | 0.44% | New | 1,162,424 | $102.4M |
| Capital International Investors | 0.02% | Add +0.9% | 1,075,428 | $94.8M |
| Nordea Investment Management AB | 0.08% | Reduce -2.0% | 1,075,960 | $94.7M |
| Candlestick Capital Management LP | 3.30% | Add +78.3% | 965,049 | $85.0M |
| Jane Street Group, LLC | 0.10% | Add +330.7% | 959,786 | $84.6M |
| Royal Bank of Canada | 0.01% | Add +198.1% | 933,748 | $82.3M |
| Federated Hermes, Inc. | 0.14% | Reduce -42.3% | 897,323 | $79.1M |
| Macquarie Group Ltd. | 0.09% | Reduce -6.8% | 829,537 | $73.1M |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 5.81% | New | 823,500 | $72.6M |
| Lazard Freres Gestion S.A.S. | 1.38% | Add +0.0% | 820,569 | $72.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +37.9% | 819,044 | $72.2M |
| BNP Paribas Financial Markets | 0.05% | Reduce -32.0% | 753,665 | $66.4M |
| Susquehanna International Group, LLP | 0.09% | Reduce -53.9% | 700,429 | $61.7M |
| Swiss National Bank | 0.03% | Reduce -4.8% | 675,000 | $59.5M |
| Nuveen, LLC | 0.02% | Add +16.6% | 655,721 | $57.8M |
| Millennium Management | 0.05% | Add +61.1% | 640,376 | $56.4M |
| Alberta Investment Management Corp | 0.45% | Reduce -7.4% | 628,000 | $55.3M |
| DJE Kapital AG | 1.27% | No change | 657,403 | $52.2M |
| Two Sigma Investments, LP | 0.08% | New | 582,506 | $51.3M |
| Zurich Insurance Group Ltd | 0.36% | New | 574,801 | $50.7M |
| Caisse de depot et placement du Quebec | 0.09% | Add +125.0% | 552,156 | $48.7M |
| Cambiar Investors LLC | 2.19% | Reduce -12.5% | 546,347 | $48.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -5.9% | 535,147 | $47.2M |
| Danica Pension, Livsforsikringsaktieselskab | 0.71% | Reduce -42.7% | 521,197 | $45.9M |
| Rhumbline Advisers | 0.04% | Add +0.0% | 520,832 | $45.9M |
| Continental Grain Co. | 13.25% | No change | 520,300 | $45.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +3.1% | 506,182 | $44.6M |
| Douglas Lane & Associates, LLC | 0.62% | Reduce -0.2% | 503,330 | $44.4M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -13.5% | 459,148 | $40.5M |
| Burgundy Asset Management Ltd. | 0.38% | Reduce -1.9% | 440,241 | $40.4M |
| Natixis | 0.22% | Reduce -4.5% | 456,651 | $40.2M |
| Brandywine Global Investment Management, LLC | 0.27% | Reduce -24.1% | 443,536 | $39.1M |
| HSBC Holdings PLC | 0.02% | Reduce -10.6% | 438,205 | $38.6M |
| W1M Investment Management Ltd | 0.49% | Add +184.5% | 431,238 | $38.0M |
| Citigroup Inc. | 0.02% | Add +6.6% | 408,565 | $36.0M |
| California Public Employees Retirement System | 0.02% | Add +25.2% | 400,561 | $35.3M |
| Fayez Sarofim & Co | 0.08% | Reduce -1.1% | 386,684 | $34.1M |
| California State Teachers Retirement System | 0.03% | Reduce -1.7% | 380,679 | $33.5M |
| CANADA LIFE ASSURANCE Co | 0.05% | Reduce -33.1% | 365,296 | $32.6M |
| ASR Vermogensbeheer N.V. | 0.37% | Reduce -9.7% | 346,389 | $30.5M |
| Engineers Gate Manager LP | 0.33% | New | 331,355 | $29.2M |
| Scopus Asset Management, L.P. | 0.67% | Add +39.7% | 317,500 | $28.0M |
| Point72 Asset Management | 0.06% | New | 312,703 | $27.6M |
| Woodline Partners LP | 0.13% | Add +7.3% | 310,674 | $27.4M |
| Two Sigma Advisers, LP | 0.05% | Add +2533.6% | 297,600 | $26.2M |
| Canada Pension Plan Investment Board | 0.02% | Add +6.7% | 285,241 | $25.1M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -92.3% | 279,070 | $24.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.04% | Add +11.3% | 273,564 | $24.1M |
| Compagnie Lombard Odier SCmA | 0.27% | Reduce -7.5% | 273,253 | $24.1M |
| Renaissance Technologies | 0.03% | Add +619.6% | 264,800 | $23.3M |
| Hardman Johnston Global Advisors LLC | 1.09% | New | 252,148 | $22.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.3% | 252,126 | $22.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -21.5% | 251,758 | $22.2M |
| Ameriprise Financial Inc. | 0.00% | Add +26.2% | 241,498 | $21.3M |
| Ilex Capital Partners (UK) LLP | 0.65% | Reduce -53.2% | 231,354 | $20.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +539.7% | 229,749 | $20.2M |
| Jupiter Asset Management Ltd. | 0.17% | Reduce -54.5% | 224,838 | $19.8M |
| AQR Capital Management | 0.01% | Reduce -32.7% | 223,885 | $19.7M |
| Rathbones Group PLC | 0.08% | Add +23.9% | 222,039 | $19.6M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -9.2% | 214,056 | $18.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -26.0% | 206,662 | $18.2M |
| Shellback Capital, LP | 1.14% | New | 205,000 | $18.1M |
| Caisse Des Depots Et Consignations | 0.76% | No change | 202,550 | $17.8M |
| Banco Santander, S.A. | 0.15% | Add +3798.4% | 192,505 | $17.0M |
| Jones Financial Companies LLLP | 0.01% | Add +5.1% | 195,372 | $16.9M |
"% 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.