ESTEE LAUDER COMPANIES INC (EL) — Institutional Holders, Q2 2026

836 institutional investment managers reported a EL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $18.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← EL stock profile

EL in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

100

Added to

329

Trimmed

283

Sold out

101

Biggest buyers

BANK OF AMERICAAdded · +7,405,292 sh+$584.6M
BlackRockAdded · +2,283,503 sh+$180.3M
EAGLE CAPITAL MANAGEMENTAdded · +1,077,579 sh+$85.1M
AmundiAdded · +1,069,103 sh+$84.4M
AQR CAPITAL MANAGEMENTAdded · +951,856 sh+$75.1M

Biggest sellers

FMRTrimmed · -7,468,202 sh-$589.6M
SCHRODER INVESTMENT MANAGEMENT GROUPTrimmed · -4,288,633 sh-$338.6M
VICTORY CAPITAL MANAGEMENTTrimmed · -3,098,565 sh-$244.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtTrimmed · -2,118,220 sh-$167.2M
Independent Franchise Partners LLPTrimmed · -1,686,803 sh-$133.2M

EL 13F holders ranked 1–100 of 836

Institutional investors reporting a position in ESTEE LAUDER COMPANIES INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BANK OF AMERICA#1 · 21,249,057 sh	21,249,057	$1.7B	0.11%	+53.5%
2	BlackRock#2 · 20,829,012 sh	20,829,012	$1.6B	0.02%	+12.3%
3	VANGUARD CAPITAL MANAGEMENT#3 · 16,155,282 sh	16,155,282	$1.3B	0.03%	+0.5%
4	VANGUARD PORTFOLIO MANAGEMENT#4 · 12,382,455 sh	12,382,455	$977.6M	0.04%	+2.0%
5	STATE STREET#5 · 11,542,276 sh	11,542,276	$911.3M	0.03%	-2.1%
6	FMR#6 · 10,645,550 sh	10,645,550	$840.5M	0.04%	-41.2%
7	EAGLE CAPITAL MANAGEMENT#7 · 9,010,180 sh	9,010,180	$711.4M	2.17%	+13.6%
8	GEODE CAPITAL MANAGEMENT#8 · 6,661,809 sh	6,661,809	$523.9M	0.03%	+0.1%
9	Invesco Ltd.#9 · 5,859,604 sh	5,859,604	$462.6M	0.04%	+12.5%
10	Bank of New York Mellon#10 · 5,819,569 sh	5,819,569	$459.5M	0.08%	-14.3%
11	Independent Franchise Partners LLP#11 · 4,941,737 sh	4,941,737	$390.2M	2.56%	-25.4%
12	SCHRODER INVESTMENT MANAGEMENT GROUP#12 · 3,729,923 sh	3,729,923	$294.5M	0.21%	-53.5%
13	MORGAN STANLEY#13 · 3,528,886 sh	3,528,886	$278.6M	0.01%	+13.2%
14	VAN ECK ASSOCIATES#14 · 3,523,987 sh	3,523,987	$278.2M	0.17%	+0.5%
15	Capital World Investors#15 · 3,217,199 sh	3,217,199	$254.0M	0.03%	-21.0%
16	Amundi#16 · 2,979,014 sh	2,979,014	$235.2M	0.06%	+56.0%
17	NORGES BANK#17 · 2,927,691 sh	2,927,691	$231.1M	0.02%	—
18	GOLDMAN SACHS GROUP#18 · 2,912,750 sh	2,912,750	$230.0M	0.02%	+13.8%
19	FRANKLIN RESOURCES#19 · 2,661,408 sh	2,661,408	$210.1M	0.05%	-3.3%
20	PRICE T ROWE ASSOCIATES#20 · 2,529,023 sh	2,529,023	$199.7M	0.02%	-16.3%
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#21 · 2,519,468 sh	2,519,468	$198.9M	0.04%	+14.8%
22	NORTHERN#22 · 2,408,222 sh	2,408,222	$190.1M	0.02%	-1.6%
23	UBS Group AG#23 · 2,004,253 sh	2,004,253	$158.2M	0.02%	+30.2%
24	Legal & General Group Plc#24 · 1,831,203 sh	1,831,203	$144.6M	0.03%	+7.1%
25	CHARLES SCHWAB INVESTMENT MANAGEMENT#25 · 1,724,102 sh	1,724,102	$136.1M	0.02%	+0.1%
26	DIMENSIONAL FUND ADVISORS#26 · 1,648,814 sh	1,648,814	$130.2M	0.02%	+38.3%
27	AQR CAPITAL MANAGEMENT#27 · 1,603,690 sh	1,603,690	$125.0M	0.04%	+146.0%
28	Robeco Institutional Asset Management B.V.#28 · 1,439,916 sh	1,439,916	$113.7M	—	-2.3%
29	VANGUARD FIDUCIARY#29 · 1,394,894 sh	1,394,894	$110.1M	0.02%	+0.3%
30	DEUTSCHE BANK AG\#30 · 1,361,492 sh	1,361,492	$107.5M	0.03%	-14.4%
31	Alecta Tjanstepension Omsesidigt#31 · 1,325,500 sh	1,325,500	$104.6M	0.44%	+11.5%
32	Ensign Peak Advisors#32 · 1,223,148 sh	1,223,148	$96.6M	0.16%	-18.3%
33	Lazard Freres Gestion S.A.S.#33 · 1,138,849 sh	1,138,849	$89.9M	1.56%	+2.7%
34	Toroso Investments#34 · 1,137,758 sh	1,137,758	$89.8M	0.16%	+24.9%
35	ALLIANCEBERNSTEIN L.P.#35 · 1,216,775 sh	1,216,775	$87.3M	0.03%	+351.6%
36	JANE STREET GROUP#36 · 1,101,396 sh	1,101,396	$87.0M	<0.01%	+262.8%
37	JPMORGAN CHASE#37 · 1,070,159 sh	1,070,159	$84.9M	<0.01%	-23.8%
38	Pictet Asset Management Holding SA#38 · 981,668 sh	981,668	$77.5M	0.07%	+0.8%
39	Nuveen#39 · 956,661 sh	956,661	$75.5M	0.02%	+26.5%
40	AMERICAN CENTURY COMPANIES#40 · 930,628 sh	930,628	$73.5M	0.03%	-5.8%
41	LOS ANGELES CAPITAL MANAGEMENT#41 · 891,848 sh	891,848	$70.4M	0.26%	+8009.9%
42	Qube Research & Technologies Ltd#42 · 864,583 sh	864,583	$68.3M	0.06%	New
43	CITIGROUP#43 · 802,373 sh	802,373	$63.3M	0.02%	-19.0%
44	Russell Investments Group, Ltd.#44 · 763,315 sh	763,315	$60.3M	0.05%	+23.7%
45	KBC Group NV#45 · 748,225 sh	748,225	$59.1M	—	+5.7%
46	Point72 Asset Management, L.P.#46 · 725,924 sh	725,924	$57.3M	0.06%	+655.8%
47	RHUMBLINE ADVISERS#47 · 720,271 sh	720,271	$56.9M	0.04%	+41.9%
48	Swiss National Bank#48 · 697,200 sh	697,200	$55.0M	0.03%	-3.4%
49	ROYAL BANK OF CANADA#49 · 666,406 sh	666,406	$52.6M	<0.01%	-11.5%
50	BARCLAYS PLC#50 · 659,395 sh	659,395	$52.1M	0.01%	-16.3%
51	Mitsubishi UFJ Asset Management , Ltd.#51 · 644,041 sh	644,041	$50.8M	0.03%	+9.1%
52	Alberta Investment Management#52 · 630,000 sh	630,000	$49.7M	0.28%	-1.9%
53	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#53 · 616,319 sh	616,319	$48.7M	0.07%	+17.7%
54	BNP PARIBAS FINANCIAL MARKETS#54 · 610,827 sh	610,827	$48.2M	0.02%	-26.8%
55	CANADA PENSION PLAN INVESTMENT BOARD#55 · 598,988 sh	598,988	$47.3M	0.03%	+50.5%
56	SUSQUEHANNA INTERNATIONAL GROUP, LLP#56 · 590,407 sh	590,407	$46.6M	<0.01%	-28.5%
57	VANGUARD ASSET MANAGEMENT, Ltd#57 · 551,348 sh	551,348	$43.5M	0.03%	+11.7%
58	HSBC PLC#58 · 550,771 sh	550,771	$43.4M	0.02%	-1.9%
59	SCOPUS ASSET MANAGEMENT, L.P.#59 · 542,100 sh	542,100	$42.8M	0.60%	+38.3%
60	Man Group plc#60 · 539,305 sh	539,305	$42.6M	0.07%	+135.0%
61	HighTower Advisors#61 · 536,081 sh	536,081	$42.3M	0.04%	+7.0%
62	Vanguard Global Advisers#62 · 534,688 sh	534,688	$42.2M	0.02%	-1.0%
63	Douglas Lane & Associates#63 · 526,473 sh	526,473	$41.6M	—	+3.9%
64	BNP Paribas Asset Management Holding S.A.#64 · 521,638 sh	521,638	$41.2M	0.04%	+867.5%
65	Sumitomo Mitsui#65 · 521,309 sh	521,309	$41.2M	0.02%	-1.0%
66	CONTINENTAL GRAIN#66 · 520,300 sh	520,300	$41.1M	9.16%	0.0%
67	Interval Partners#67 · 518,477 sh	518,477	$40.9M	1.06%	+6713.1%
68	NATIXIS#68 · 464,255 sh	464,255	$36.7M	0.15%	+17.8%
69	WORLDQUANT MILLENNIUM ADVISORS#69 · 463,571 sh	463,571	$36.6M	0.13%	+5960.5%
70	Verition Fund Management#70 · 460,213 sh	460,213	$36.3M	0.05%	+87.8%
71	MILLENNIUM MANAGEMENT#71 · 457,993 sh	457,993	$36.2M	0.01%	+78.3%
72	Gotham Asset Management#72 · 455,671 sh	455,671	$36.0M	0.08%	+234.5%
73	RENAISSANCE TECHNOLOGIES#73 · 449,300 sh	449,300	$35.5M	0.05%	+1344.7%
74	CITADEL ADVISORS#74 · 446,702 sh	446,702	$35.3M	<0.01%	+3.9%
75	Korea Investment#75 · 425,830 sh	425,830	$33.6M	0.06%	+8.5%
76	Assenagon Asset Management S.A.#76 · 412,570 sh	412,570	$32.6M	—	+1629.2%
77	JOHNSTON ASSET MANAGEMENT#77 · 409,592 sh	409,592	$32.3M	1.13%	+1.2%
78	Eurizon Capital SGR S.p.A.#78 · 398,141 sh	398,141	$31.4M	0.08%	+10.8%
79	AVIVA PLC#79 · 396,635 sh	396,635	$31.3M	0.05%	+20.2%
80	JACOBS LEVY EQUITY MANAGEMENT#80 · 389,520 sh	389,520	$30.8M	0.11%	+48.1%
81	Danica Pension, Livsforsikringsaktieselskab#81 · 386,895 sh	386,895	$30.5M	0.49%	+18.9%
82	SG Americas Securities#82 · 377,125 sh	377,125	$29.8M	0.02%	-55.0%
83	NFJ INVESTMENT GROUP#83 · 374,377 sh	374,377	$29.6M	1.00%	+6.4%
84	Varenne Capital Partners#84 · 355,673 sh	355,673	$28.1M	4.65%	New
85	D. E. Shaw#85 · 338,156 sh	338,156	$26.7M	0.01%	+132.4%
86	AMERIPRISE FINANCIAL#86 · 333,809 sh	333,809	$26.4M	<0.01%	+48.6%
87	Candriam S.C.A.#87 · 316,449 sh	316,449	$25.0M	0.11%	+5.1%
88	TUDOR INVESTMENT ET AL#88 · 304,504 sh	304,504	$24.0M	0.03%	-32.4%
89	SAVA PENZISKO DRUSHTVO A.D. SKOPJE#89 · 36,830 sh	36,830	$23.6M	6.30%	-41.0%
90	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#90 · 297,729 sh	297,729	$23.5M	0.01%	-28.0%
91	ASR Vermogensbeheer N.V.#91 · 286,095 sh	286,095	$22.6M	—	-7.2%
92	Quantinno Capital Management#92 · 282,450 sh	282,450	$22.3M	0.03%	+55.1%
93	PRINCIPAL FINANCIAL GROUP#93 · 269,346 sh	269,346	$21.3M	0.01%	-2.2%
94	Swedbank AB#94 · 253,746 sh	253,746	$20.0M	0.02%	+387.3%
95	Universal- Beteiligungs- und Servicegesellschaft mbH#95 · 247,220 sh	247,220	$19.6M	0.03%	-14.7%
96	FEDERATED HERMES#96 · 248,394 sh	248,394	$19.6M	0.03%	-71.0%
97	Banco Santander, S.A.#97 · 246,857 sh	246,857	$19.5M	0.12%	-10.5%
98	PRUDENTIAL FINANCIAL#98 · 243,338 sh	243,338	$19.2M	0.02%	+62.1%
99	JONES FINANCIAL COMPANIES LLLP#99 · 235,987 sh	235,987	$19.0M	<0.01%	+12.5%
100	RAYMOND JAMES FINANCIAL#100 · 231,830 sh	231,830	$18.3M	<0.01%	+2.7%

Funds that sold out of EL in Q2 2026 (101)

Held EL at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held EL in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Woodline Partners478,979 sh	478,979	$34.4M
JENNISON ASSOCIATES374,831 sh	374,831	$26.9M
VOLORIDGE INVESTMENT MANAGEMENT260,384 sh	260,384	$18.7M
Fullerton Fund Management Ltd.216,748 sh	216,748	$15.6M
ZACKS INVESTMENT MANAGEMENT145,169 sh	145,169	$10.4M
NS Partners Ltd117,704 sh	117,704	$8.4M
Trexquant Investment99,044 sh	99,044	$7.1M
Alphadyne Asset Management83,106 sh	83,106	$6.0M
MASSACHUSETTS FINANCIAL SERVICES79,195 sh	79,195	$5.7M
Oliver Luxxe Assets69,636 sh	69,636	$5.0M
Laurion Capital Management48,681 sh	48,681	$3.5M
Weiss Asset Management44,800 sh	44,800	$3.2M
GAM Holding AG44,300 sh	44,300	$3.2M
Freestone Grove Partners39,649 sh	39,649	$2.8M
Capital International39,460 sh	39,460	$2.8M
Ninety One SA (PTY) Ltd33,408 sh	33,408	$2.4M
Blue Capital26,985 sh	26,985	$1.9M
Maniro Ltd24,600 sh	24,600	$1.8M
Jain Global23,650 sh	23,650	$1.7M
Nan Shan Life Insurance , Ltd.23,516 sh	23,516	$1.7M
Elo Mutual Pension Insurance21,480 sh	21,480	$1.5M
MASTERINVEST Kapitalanlage GmbH20,351 sh	20,351	$1.5M
INCEPTIONR18,735 sh	18,735	$1.3M
Koss-Olinger Consulting18,513 sh	18,513	$1.3M
Neo Ivy Capital Management15,362 sh	15,362	$1.1M
iA Global Asset Management15,277 sh	15,277	$1.1M
OPPENHEIMER ASSET MANAGEMENT15,106 sh	15,106	$1.1M
Campbell & Investment Adviser14,397 sh	14,397	$1.0M
Vestmark Advisory Solutions13,531 sh	13,531	$971.1K
Capricorn Fund Managers Ltd12,130 sh	12,130	$870.6K
J. Goldman11,886 sh	11,886	$853.1K
CONTRAVISORY INVESTMENT MANAGEMENT11,691 sh	11,691	$839.1K
SIH Partners, LLLP11,000 sh	11,000	$789.5K
PRAXIS INVESTMENT MANAGEMENT10,860 sh	10,860	$779.0K
STOCK YARDS BANK10,850 sh	10,850	$778.7K
LEUCADIA NATIONAL10,255 sh	10,255	$736.0K
GoalVest Advisory9,810 sh	9,810	$704.1K
Bluebird Wealth Management9,786 sh	9,786	$702.3K
London & Capital Asset Management Ltd9,612 sh	9,612	$689.5K
Fieldview Capital Management8,197 sh	8,197	$588.3K
VCI Wealth Management8,109 sh	8,109	$582.0K
Connor, Clark & Lunn Investment Management Ltd.7,577 sh	7,577	$543.8K
WATER ISLAND CAPITAL7,500 sh	7,500	$538.3K
Corps Capital Advisors6,181 sh	6,181	$443.6K
iSAM Funds (UK) Ltd5,472 sh	5,472	$392.7K
WORLD EQUITY GROUP5,414 sh	5,414	$388.6K
American Alpha Advisors5,000 sh	5,000	$358.9K
Prospera Financial Services4,993 sh	4,993	$358.6K
Mesirow Financial Investment Management4,550 sh	4,550	$326.6K
PATTON FUND MANAGEMENT4,545 sh	4,545	$326.2K
VARCOV3,809 sh	3,809	$273.4K
Brookstone Capital Management3,779 sh	3,779	$271.2K
CMT Capital Markets Trading GmbH3,753 sh	3,753	$269.0K
TEACHER RETIREMENT SYSTEM OF TEXAS3,666 sh	3,666	$263.1K
SAPIENT CAPITAL3,639 sh	3,639	$261.2K
AlphaGrep UK Ltd3,538 sh	3,538	$253.9K
Boit C F David3,500 sh	3,500	$251.2K
Pinpoint Asset Management (Singapore) Pte. Ltd.3,466 sh	3,466	$248.8K
GDS Wealth Management3,376 sh	3,376	$242.3K
Canvas Wealth Advisors3,294 sh	3,294	$236.4K
Baird Financial Group3,199 sh	3,199	$229.6K
Dorsey & Whitney3,191 sh	3,191	$229.0K
ASAHI LIFE ASSET MANAGEMENT , LTD.3,189 sh	3,189	$228.9K
MIRABELLA FINANCIAL SERVICES LLP3,058 sh	3,058	$219.5K
GATEWAY INVESTMENT ADVISERS2,837 sh	2,837	$203.6K
Scientech Research2,822 sh	2,822	$202.5K
REXFORD CAPITAL2,657 sh	2,657	$190.7K
Root Financial Partners2,015 sh	2,015	$144.6K
Owlhouse Capital2,007 sh	2,007	$144.0K
Optiver Holding B.V.1,815 sh	1,815	$130.3K
ATLAS CAPITAL ADVISORS1,443 sh	1,443	$103.6K
MBM WEALTH CONSULTANTS1,311 sh	1,311	$94.1K
ECOFI INVESTISSEMENTS SA700 sh	700	$50.2K
Truvestments Capital500 sh	500	$35.9K
REAP Financial Group285 sh	285	$20.5K
Intentional Wealth Strategies223 sh	223	$16.0K
Western Wealth Management192 sh	192	$13.8K
Raleigh Capital Management191 sh	191	$13.7K
TWIN PEAKS WEALTH ADVISORS120 sh	120	$8.6K
Annis Gardner Whiting Capital Advisors75 sh	75	$5.4K
Migdal Insurance & Financial Ltd.68 sh	68	$4.9K
Frazier Financial Advisors32 sh	32	$2.3K
Goodman Advisory Group25 sh	25	$1.8K
Morse Asset Management20 sh	20	$1.4K
Independence Bank of Kentucky20 sh	20	$1.4K
Whipplewood Advisors18 sh	18	$1.3K
Vermillion Wealth Management16 sh	16	$1.1K
Destiny Wealth Partners15 sh	15	$1.1K
Clayton Financial Group15 sh	15	$1.1K
North Star Investment Management12 sh	12	$861.00
Wall Street Financial Group12 sh	12	$861.00
WestEnd Advisors10 sh	10	$718.00
Atlantic Edge Private Wealth Management10 sh	10	$718.00
Nvest Wealth Strategies6 sh	6	$431.00
Portus Wealth Advisors5 sh	5	$359.00
Scarborough Advisors3 sh	3	$223.00
Napier Financial3 sh	3	$215.00
TopTier Wealth Management3 sh	3	$215.00
Strategic Wealth Partners, Ltd.2 sh	2	$171.00
Tidemark2 sh	2	$144.00

And 1 smaller position.

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.