EL
The Estée Lauder Companies Inc. · Consumer Defensive · Household & Personal Products
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | +1 | 1.67M | $154.38M | +1 | −2 |
| Q2 2026 | 156 | -2 | 169.57M | $13.38B | +4 | −7 |
| Q1 2026 | 162 | -2 | 172.57M | $12.35B | +4 | −7 |
| Q4 2025 | 163 | 0 | 175.12M | $18.31B | +1 | n/a |
| Q3 2025 | 24 | 0 | 107.73M | $9.49B | +2 | −3 |
| Q2 2025 | 22 | -1 | 94.83M | $7.66B | +1 | −2 |
| Q1 2025 | 20 | +1 | 30.66M | $2.02B | +1 | n/a |
| Q4 2024 | 19 | +2 | 34.35M | $2.57B | +3 | −1 |
| Q3 2024 | 16 | 0 | 24.63M | $2.45B | +1 | −1 |
| Q2 2024 | 16 | n/a | 26.23M | $2.79B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ninety One UK Ltd | 1.45M | New | $134.55M | 0.3% | New | 1 | SEC ↗ |
| 2 | Assenagon Asset Management S.A. | 163.26K | -80.2% | $15.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 31.47K | +6.2% | $2.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | TD Waterhouse Canada Inc. | 21.27K | +15.4% | $1.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Ninety One UK Ltd | $134.55M | 0.3% |
Exited
| Robeco Institutional Asset… | $113.68M | was 0.1% |
| Assetmark, Inc | $1.01M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 826 holders, 228.14M shares, $15.55B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 16.14K sh · $1.59M
Director · 27.09K sh · $2.66M
Director · 14.78K sh · $1.44M
Director · 45.00K sh · $4.36M
Director · 3.77K sh · $373,046
Officer · 7.77K sh · $802,383
Officer · 5.56K sh · $553,896
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
1.9% of class · View original SEC filing ↗
7.2% of class · View original SEC filing ↗