Estee Lauder Companies Class AEL
13F holders, Q4 2025 (December 31)889holders +67
116new positions
64sold out
11famous investors
$102.97avg. 13F price*
At the end of Q4 2025, 889 institutions reported holding Estee Lauder Companies Class A (EL) in their 13F filings, up 67 from Q3 2025. 116 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($2.9B), BlackRock, Inc. ($1.9B) and FMR LLC ($1.7B). 11 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Estee Lauder Companies Class A
- Filed as
- LAUDER ESTEE COS INC (Q4 2025)
- Sector
- Consumer Discretionary
- CUSIP
- 518439104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 116 | $437.5M |
| Exits | 64 | $81.5M |
All 13F filers, Q3 2025 → Q4 2025: 35,928,107 shares bought and 21,858,386 shares sold, net +14,069,721 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 889 holders
| Vanguard Group Inc. | 0.04% | Add +3.9% | 27,952,869 | $2.9B |
| BlackRock, Inc. | 0.03% | Add +7.3% | 18,071,259 | $1.9B |
| FMR LLC | 0.09% | Add +49.3% | 16,348,552 | $1.7B |
| State Street Corp. | 0.04% | Add +4.2% | 11,585,782 | $1.2B |
| Eagle Capital Management LLC | 2.85% | Reduce -2.7% | 8,729,535 | $914.2M |
| Schroder Investment Management Group | 0.65% | Add +185.3% | 8,140,550 | $861.6M |
| Independent Franchise Partners LLP | 5.22% | Add +1.1% | 7,837,249 | $820.7M |
| Capital World Investors | 0.11% | Reduce -36.2% | 7,753,101 | $811.9M |
| Bank of New York Mellon Corp | 0.14% | Add +22.6% | 7,497,179 | $785.1M |
| Invesco Ltd. | 0.07% | Reduce -10.3% | 6,577,184 | $688.8M |
| Geode Capital Management, LLC | 0.04% | Add +5.5% | 6,308,108 | $658.0M |
| Van Eck Associates Corp. | 0.32% | Reduce -15.6% | 3,673,736 | $384.7M |
| Morgan Stanley | 0.02% | Reduce -21.3% | 3,560,620 | $372.9M |
| Norges Bank | 0.03% | — | 2,949,886 | $308.9M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -16.2% | 2,892,053 | $302.9M |
| Victory Capital Management Inc. | 0.16% | Add +17.9% | 2,726,234 | $285.5M |
| T. Rowe Price Associates Inc. | 0.03% | Add +77.4% | 2,684,170 | $281.1M |
| Northern Trust Corp. | 0.03% | Add +0.3% | 2,458,505 | $257.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Reduce -6.7% | 2,239,221 | $234.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.20% | Add +5803.9% | 2,160,899 | $226.3M |
| Marshall Wace, LLP | 0.21% | Reduce -12.5% | 2,075,949 | $217.4M |
| American Century Companies Inc. | 0.11% | Reduce -39.5% | 2,073,641 | $217.2M |
| Franklin Resources Inc. | 0.05% | Add +29.6% | 1,972,197 | $206.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -40.8% | 1,855,332 | $194.3M |
| Wellington Management Group LLP | 0.03% | Reduce -11.8% | 1,836,372 | $192.3M |
| Ensign Peak Advisors, Inc | 0.32% | Reduce -24.3% | 1,704,673 | $178.5M |
| Robeco Institutional Asset Management B.V. | 0.25% | Add +36.1% | 1,698,627 | $177.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.3% | 1,696,790 | $177.7M |
| Legal & General Group Plc | 0.04% | Reduce -0.5% | 1,687,698 | $176.7M |
| Amundi | 0.05% | Reduce -8.9% | 1,427,726 | $149.5M |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 11.66% | Add +70.1% | 1,400,800 | $146.7M |
| Deutsche Bank AG | 0.05% | Add +10.0% | 1,390,561 | $145.6M |
| Nomura Asset Management International Inc. | 0.22% | — | 1,369,124 | $143.4M |
| Bank of America Corp. | 0.01% | Reduce -8.0% | 1,317,294 | $137.9M |
| Lazard Freres Gestion S.A.S. | 2.11% | Add +36.2% | 1,117,878 | $117.1M |
| UBS Group AG | 0.02% | Reduce -33.8% | 1,107,802 | $116.0M |
| Capital International Investors | 0.02% | Add +0.5% | 1,080,468 | $113.1M |
| Royal Bank of Canada | 0.02% | Add +12.8% | 1,052,964 | $110.3M |
| Millennium Management | 0.08% | Add +53.5% | 982,888 | $102.9M |
| Alecta Tjanstepension Omsesidigt | 0.44% | Reduce -39.8% | 966,200 | $101.2M |
| Nordea Investment Management AB | 0.08% | Reduce -17.0% | 893,493 | $93.4M |
| Worldquant Millennium Advisors LLC | 0.36% | Reduce -23.9% | 884,828 | $92.7M |
| Citadel Advisors | 0.06% | Reduce -32.0% | 876,261 | $91.8M |
| Pictet Asset Management Holding SA | 0.09% | Add +505.6% | 849,399 | $89.0M |
| Federated Hermes, Inc. | 0.15% | Reduce -5.6% | 846,690 | $88.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.0% | 826,880 | $86.6M |
| Fullerton Fund Management Co Ltd. | 3.68% | New | 802,709 | $84.1M |
| Zurich Insurance Group Ltd | 0.53% | Add +25.8% | 723,005 | $75.7M |
| Caisse de depot et placement du Quebec | 0.13% | Add +30.7% | 721,816 | $75.6M |
| Nuveen, LLC | 0.02% | Add +1.3% | 664,418 | $69.6M |
| Swiss National Bank | 0.04% | Reduce -4.7% | 643,400 | $67.4M |
| Point72 Asset Management | 0.11% | Add +105.7% | 643,087 | $67.3M |
| Alberta Investment Management Corp | 0.42% | Reduce -3.2% | 608,000 | $63.7M |
| Barclays PLC | 0.02% | Reduce -56.4% | 590,314 | $61.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +7.5% | 544,415 | $58.1M |
| BNP Paribas Financial Markets | 0.04% | Reduce -29.7% | 529,684 | $55.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -1.2% | 528,709 | $55.4M |
| Citigroup Inc. | 0.04% | Add +27.6% | 521,298 | $54.6M |
| Russell Investments Group, Ltd. | 0.06% | Add +13.1% | 519,349 | $54.5M |
| Continental Grain Co. | 16.23% | No change | 520,300 | $54.5M |
| Rhumbline Advisers | 0.04% | Reduce -3.6% | 502,120 | $52.6M |
| Danica Pension, Livsforsikringsaktieselskab | 0.76% | Reduce -3.7% | 501,987 | $52.6M |
| Douglas Lane & Associates, LLC | 0.72% | Reduce -1.0% | 498,425 | $52.2M |
| HSBC Holdings PLC | 0.03% | Add +11.5% | 488,551 | $51.1M |
| DJE Kapital AG | 1.41% | Reduce -26.8% | 481,189 | $51.1M |
| Susquehanna International Group, LLP | 0.07% | Reduce -30.9% | 484,084 | $50.7M |
| Man Group plc | 0.10% | Add +509.8% | 483,019 | $50.6M |
| Voloridge Investment Management, LLC | 0.18% | Reduce -64.2% | 482,724 | $50.6M |
| Woodline Partners LP | 0.19% | Add +52.0% | 472,382 | $49.5M |
| Burkehill Global Management, LP | 3.25% | New | 450,000 | $47.1M |
| SG Americas Securities, LLC | 0.06% | Add +1605.7% | 449,734 | $47.1M |
| Cambiar Investors LLC | 2.10% | Reduce -17.9% | 448,441 | $47.0M |
| Canada Pension Plan Investment Board | 0.03% | Add +55.8% | 444,520 | $46.6M |
| Brandywine Global Investment Management, LLC | 0.31% | Reduce -0.9% | 439,378 | $46.0M |
| W1M Asset Management Ltd | 0.48% | New | 439,152 | $46.0M |
| Scopus Asset Management, L.P. | 1.23% | Add +32.7% | 421,228 | $44.1M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +218.6% | 421,062 | $44.1M |
| California Public Employees Retirement System | 0.03% | Add +4.9% | 420,281 | $44.0M |
| Mediolanum International Funds Ltd | 0.43% | New | 407,009 | $43.1M |
| Hardman Johnston Global Advisors LLC | 2.05% | Add +62.9% | 410,664 | $43.0M |
| National Pension Service | 0.03% | Add +8267.5% | 403,817 | $42.3M |
| Voya Investment Management LLC | 0.05% | Add +363.0% | 389,109 | $40.7M |
| California State Teachers Retirement System | 0.04% | Add +0.5% | 382,718 | $40.1M |
| Two Sigma Investments, LP | 0.06% | Reduce -36.1% | 372,015 | $39.0M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -4.9% | 347,406 | $36.4M |
| ASR Vermogensbeheer N.V. | 0.39% | Reduce -8.2% | 317,840 | $33.3M |
| Jennison Associates LLC | 0.02% | New | 314,556 | $32.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Add +8.2% | 295,990 | $31.2M |
| Ilex Capital Partners (UK) LLP | 0.83% | Add +21.7% | 281,571 | $29.5M |
| Natixis | 0.12% | Reduce -38.8% | 279,541 | $29.3M |
| Principal Financial Group Inc. | 0.01% | Add +7.6% | 271,255 | $28.4M |
| Wells Fargo & Company | 0.01% | Add +36.6% | 260,030 | $27.2M |
| Alliancebernstein L.P. | 0.01% | Add +2.1% | 257,153 | $26.9M |
| Rathbones Group PLC | 0.10% | Add +13.2% | 251,351 | $26.3M |
| HighTower Advisors, LLC | 0.03% | Add +554.1% | 242,042 | $25.3M |
| Banco Santander, S.A. | 0.19% | Add +25.3% | 241,153 | $25.3M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -13.9% | 240,126 | $25.1M |
| Compagnie Lombard Odier SCmA | 0.25% | Reduce -18.1% | 223,665 | $23.4M |
| Raymond James Financial Inc. | 0.01% | Add +5.7% | 218,489 | $22.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -11.0% | 214,961 | $22.5M |
"% 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.