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Estee Lauder Companies Inc. 13F holders

837 funds reported a position in Estee Lauder Companies Inc. in their 13F for the quarter ended 30 June 2026, together 230.0 million shares worth $18.16 billion. Against the quarter before, 83 opened a position, 331 added, 282 trimmed and 100 sold out; together they sold a net 3.5 million shares. The largest holders: Bank of America Corp., BlackRock, Inc. and Vanguard Capital Management LLC.

Funds holding837-3 on Q1 2026
Shares they held230.0Mworth $18.16 billion
Net sold on the quarter3.5M sharesabout $278.5 million at the funds' values
Funds buying to selling414 to 382opened or added, to cut or sold
Opened 83Added 331Held 132Trimmed 282Sold out 100
Opened: 83 fundsAdded: 331 fundsHeld: 132 fundsTrimmed: 282 fundsSold out: 100 funds

What each fund did in EL against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 921 funds, 205.5 million shares921Q3 2024Q4 2024: 845 funds, 212.4 million shares845Q4 2024Q1 2025: 795 funds, 215.5 million shares795Q1 2025Q2 2025: 814 funds, 220.3 million shares814Q2 2025Q3 2025: 825 funds, 219.7 million shares825Q3 2025Q4 2025: 893 funds, 234.6 million shares893Q4 2025Q1 2026: 840 funds, 229.8 million shares840Q1 2026Q2 2026: 837 funds, 230.0 million shares837Q2 2026

Funds reporting a position in EL in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 426 reported a position in Estee Lauder Companies Inc.: 67 opened one, 145 added, 117 trimmed and 35 sold out, a net 1.2 million shares bought.

FundChange in sharesShares nowStatusFiling
Ninety One UK Ltd+1,450,3671,450,367new13F
Assenagon Asset Management S.A.-661,882163,258trimmed13F
BSN Capital Partners Ltd+600,000600,000new13F
Bank of New York Mellon Corp-622,5595,197,010trimmed13F
Robeco Institutional Asset Management B.V.+387,5961,827,512added13F
Natixis-361,526102,729trimmed13F
Amundi+317,5653,296,579added13F
Deutsche Bank AG-256,3451,105,147trimmed13F
KBC Group NV-237,518510,707trimmed13F
Braun Stacey Associates Inc.+202,726202,726new13F
LBP Am SA+194,914304,932added13F
Citigroup Inc.-166,053636,320trimmed13F
Fulcrum Asset Management LLP+128,630130,192added13F
Dimensional Fund Advisors LP+123,8861,772,700added13F
Cacti Asset Management LLC+99,142230,475added13F
Chapin Davis, Inc.+100,665100,665new13F
Russell Investments Group, Ltd.-99,520663,795trimmed13F
Barclays PLC-91,653567,742trimmed13F
Geode Capital Management, LLC+91,1976,753,006added13F
Swedbank AB+70,164323,910added13F
BI Asset Management Fondsmaeglerselskab A/S+63,82668,152added13F
Jefferies Financial Group Inc.+58,50058,500new13F
Fideuram Asset Management (Ireland) dac-47,2312,141trimmed13F
Pictet Asset Management Holding SA+46,3251,027,993added13F
DekaBank Deutsche Girozentrale-39,97892,716trimmed13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 1 reported a position in Estee Lauder Companies Inc. in a 13F for the quarter ended 30 September 2026, and 8 more in a 13F for an earlier quarter, the latest each has filed. The largest: FMR LLC, 10.6 million shares worth $840.5 million, 0.0% of its reported book (its 13F for the quarter ended 30 June 2026). Sold out: Scion Asset Management. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 91,197 shares, about $8.4 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
FMR LLC10,645,550$840.5 million0.0%-7,468,202trimmed30 June 2026, an earlier quarter13F
Geode Capital Management6,753,006$624.0 million0.0%+91,197added30 September 202613F
Norges Bank2,927,691$231.1 million0.0%held30 June 2026, an earlier quarter13F
Point72 Asset Management725,924$57.3 million0.1%+629,878added30 June 2026, an earlier quarter13F
Millennium Management457,993$36.2 million0.0%+201,114added30 June 2026, an earlier quarter13F
Renaissance Technologies449,300$35.5 million0.0%+418,200added30 June 2026, an earlier quarter13F
Citadel Advisors446,702$35.3 million0.0%+16,737added30 June 2026, an earlier quarter13F
Two Sigma Investments156,896$12.4 million0.0%-214,793trimmed30 June 2026, an earlier quarter13F
Bridgewater Associates36,502$2.9 million0.0%+11,418added30 June 2026, an earlier quarter13F
Scion Asset Management0$00.0%-150,000exited30 September 2025, an earlier quarter13F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Bank of America Corp.21,249,0579.24%$1.68 billion0.11%+7,405,29213F
BlackRock, Inc.20,829,0129.06%$1.64 billion0.03%+2,283,50313F
Vanguard Capital Management LLC16,155,2827.02%$1.28 billion0.03%+82,54313F
Vanguard Portfolio Management LLC12,382,4555.38%$977.6 million0.04%+237,49113F
State Street Corp.11,542,2765.02%$911.3 million0.03%-250,69513F
FMR LLC10,645,5504.63%$840.5 million0.04%-7,468,20213F
Eagle Capital Management LLC9,010,1803.92%$711.4 million2.17%+1,077,57913F
Geode Capital Management, LLC6,661,8092.90%$523.9 million0.03%+8,54013F
Invesco Ltd.5,859,6042.55%$462.6 million0.04%+649,56313F
Bank of New York Mellon Corp5,819,5692.53%$459.5 million0.07%-973,58713F
Independent Franchise Partners LLP4,941,7372.15%$390.2 million2.56%-1,686,80313F
Schroder Investment Management Group3,729,9231.62%$294.5 million0.21%-4,288,63313F
Morgan Stanley3,528,8861.53%$278.6 million0.01%+412,73713F
Van Eck Associates Corp.3,523,9871.53%$278.2 million0.17%+19,19413F
Capital World Investors3,217,1991.40%$254.0 million0.03%-856,09713F
Amundi2,979,0141.30%$235.2 million0.06%+1,069,10313F
Norges Bank2,927,6911.27%$231.1 million0.02%13F
Goldman Sachs Group Inc.2,912,7501.27%$230.0 million0.02%+352,32113F
Franklin Resources Inc.2,661,4081.16%$210.1 million0.05%-90,24113F
Price T Rowe Associates Inc.2,529,0231.10%$199.7 million0.02%-491,43913F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC2,519,4681.10%$198.9 million0.04%+324,89413F
Northern Trust Corp.2,408,2221.05%$190.1 million0.02%-39,42413F
UBS Group AG2,004,2530.87%$158.2 million0.03%+465,08713F
Legal & General Group Plc1,831,2030.80%$144.6 million0.03%+121,65613F
Charles Schwab Investment Management Inc.1,724,1020.75%$136.1 million0.02%+1,38413F
Dimensional Fund Advisors LP1,648,8140.72%$130.2 million0.02%+456,28313F
AQR Capital Management LLC1,603,6900.70%$125.0 million0.04%+951,85613F
Robeco Institutional Asset Management B.V.1,439,9160.63%$113.7 million0.14%-33,40713F
Vanguard Fiduciary Trust Co.1,394,8940.61%$110.1 million0.02%+3,72713F
Deutsche Bank AG1,361,4920.59%$107.5 million0.03%-229,31913F
Alecta Tjanstepension Omsesidigt1,325,5000.58%$104.6 million0.44%+136,90013F
Ensign Peak Advisors, Inc1,223,1480.53%$96.6 million0.16%-273,50613F
Lazard Freres Gestion S.A.S.1,138,8490.50%$89.9 million1.56%+29,58413F
Tidal Investments LLC1,137,7580.49%$89.8 million0.22%+226,88813F
AllianceBernstein L.P.1,216,7750.53%$87.3 million0.03%+947,35513F
Jane Street Group, LLC1,101,3960.48%$87.0 million0.06%+797,77413F
JPMorgan Chase & Co.1,070,1590.47%$84.9 million0.01%-333,41413F
Pictet Asset Management Holding SA981,6680.43%$77.5 million0.07%+8,19013F
Nuveen, LLC956,6610.42%$75.5 million0.02%+200,61413F
American Century Companies Inc.930,6280.40%$73.5 million0.03%-56,90513F
Los Angeles Capital Management LLC891,8480.39%$70.4 million0.26%+880,85113F
Qube Research & Technologies Ltd864,5830.38%$68.3 million0.08%new13F
Assenagon Asset Management S.A.825,1400.36%$65.1 million0.04%13F
Citigroup Inc.802,3730.35%$63.3 million0.03%-187,83513F
Russell Investments Group, Ltd.763,3150.33%$60.3 million0.05%+146,19313F
KBC Group NV748,2250.33%$59.1 million0.13%+40,53313F
Point72 Asset Management, L.P.725,9240.32%$57.3 million0.09%+629,87813F
Rhumbline Advisers720,2710.31%$56.9 million0.04%+212,58913F
Swiss National Bank697,2000.30%$55.0 million0.03%-24,30013F
Royal Bank of Canada666,4060.29%$52.6 million0.01%-86,56113F
The 50 largest of the 837 funds that reported a position in EL in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on EL

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls1,092,500$86.3 million30 June 202613F
Citadel AdvisorsPuts1,024,700$80.9 million30 June 202613F
Millennium ManagementPuts181,300$14.3 million30 June 202613F
Point72 Asset ManagementPuts96,700$7.6 million30 June 202613F
Point72 Asset ManagementCalls79,400$6.3 million30 June 202613F
Millennium ManagementCalls38,000$3.0 million30 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
30 October 202613G/AVanguard Portfolio Management and 1 other12.3 million5.0%30 September 2026passive, institutional (13d-1(b))EDGAR
18 September 202613D/ATrust Under Article 2 of The Zinterhofer 2008 Descendants Trust Agreement and 1 other4.9 million1.9%16 September 2026The Share Transaction was for investment purposes. In compliance with the requirements of the Stockholders' Agreement, in connection with the Share Transaction, Aerin Lauder Zinterhofer, in her capacity as trustee of the 2008 Descendants TrEDGAR
12 August 202613GManaged Account Advisors LLC and 1 other18.5 million7.5%30 June 2026passive, institutional (13d-1(b))EDGAR
6 August 202613G/AFMR LLC and 3 others10.8 million4.4%30 June 2026passive, institutional (13d-1(b))EDGAR
31 July 202613GVanguard Portfolio Management and 1 other12.4 million5.0%30 June 2026passive, institutional (13d-1(b))EDGAR
28 July 202613G/ABlackRock, Inc. and 1 other18.6 million7.5%30 June 2026passive, institutional (13d-1(b))EDGAR
28 May 202613D/AAerin Lauder19.1 million7.2%26 May 2026The information set forth in Item 6 hereof is incorporated by reference herein.EDGAR
29 April 202613GVanguard Capital Management and 1 other18.6 million7.5%31 March 2026passive, institutional (13d-1(b))EDGAR
24 April 202613G/ARonald S. Lauder and 1 other79,6990.0%8 April 2026passive, other (13d-1(d))EDGAR
10 April 202613D/AAerin Lauder19.1 million7.2%8 April 2026The Transfer to RSL Trust occurred on April 8, 2026, and the Change in 4202 Trustee occurred on March 18, 2026, as described in Item 3 of this Amendment. These transactions occurred for estate planning purposes.EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
17 February 202613G/ALAL Family Corporation and 1 other69.4 million21.9%31 December 2025passive, other (13d-1(d))EDGAR
17 February 202613G/ALAL Family Partners L.P. and 1 other69.4 million21.9%31 December 2025passive, other (13d-1(d))EDGAR
13 February 202613G/ACapital World Investors and 1 other8.1 million3.4%31 December 2025passive, institutional (13d-1(b))EDGAR
5 February 202613GFMR LLC and 3 others16.5 million7.0%31 December 2025passive, institutional (13d-1(b))EDGAR
14 November 202513D/AThe Leonard A. Lauder 2013 Revocable Trust00.0%13 November 2025EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
28 August 20261,047$106.21SEC
24 August 2026186$101.94SEC
21 August 202653$96.15SEC
17 August 202645$86.10SEC
14 August 2026460$87.32SEC
13 August 2026379$87.68SEC
6 August 20268$86.96SEC
4 August 2026232$84.68SEC
3 August 202677$83.90SEC
31 July 2026605$84.88SEC
29 July 20268$84.75SEC
22 July 2026375$82.37SEC
17 July 20263$82.84SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 1,047 on 28 August 2026. A fail is an operational fact about settlement, not a position.