Estée Lauder Companies (EL) Institutional Ownership

$147.36
-1.62 (-1.09%)
(As of 04/24/2024 ET)

Institutional Ownership Changes (13F Filings) for Estée Lauder Companies (NYSE:EL)

Current
Institutional Ownership
Percentage
55.15%
Number of
Institutional Buyers
(last 12 months)
736
Total
Institutional Inflows
(last 12 months)
$134.53B
Number of
Institutional Sellers
(last 12 months)
565
Total
Institutional Outflows
(last 12 months)
$6.82B
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EL Institutional Buying and Selling by Quarter

Estée Lauder Companies Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024Spire Wealth Management550$85K0.0%+23.3%0.000%
4/23/2024 Wetzel Investment Advisors Inc.885$128K0.1%+8.3%0.000%
4/23/2024 Milestone Asset Management LLC12,353$1.90M0.5%N/A0.003%
4/23/2024 Louisiana State Employees Retirement System13,600$2.10M0.0%-2.9%0.004%
4/23/2024 Moody Lynn & Lieberson LLC26,272$4.05M0.3%+23.9%0.007%
4/23/2024 United Asset Strategies Inc.6,225$960K0.1%-77.0%0.002%
4/23/2024 WASHINGTON TRUST Co42,083$6.49M0.2%-34.6%0.012%
4/23/2024 Oak Harbor Wealth Partners LLC3,097$477K0.1%+13.4%0.001%
4/23/2024 Amalgamated Bank48,776$7.52M0.1%-13.2%0.014%
4/23/2024 New Mexico Educational Retirement Board11,724$1.81M0.1%-2.5%0.003%
4/23/2024 Fifth Third Bancorp30,278$4.67M0.0%-18.2%0.008%
4/23/2024 Summit Trail Advisors LLC2,079$320K0.0%+18.0%0.001%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA16,102$2.37M0.0%-31.5%0.004%
4/23/2024 Arcadia Investment Management Corp MI43,781$6.75M1.2%+10.9%0.012%
4/23/2024 Raymond James Financial Services Advisors Inc.404,649$62.38M0.1%+9.6%0.113%
4/23/2024 Stonegate Investment Group LLC2,190$338K0.0%-30.9%0.001%
4/23/2024 Sapient Capital LLC3,207$494K0.0%-14.7%0.001%
4/23/2024 Wendell David Associates Inc.7,875$1.21M0.1%-6.0%0.002%
4/22/2024 Confluence Wealth Services Inc.1,694$261K0.0%N/A0.000%
4/22/2024 Rovin Capital UT ADV3,900$601K0.2%+39.5%0.001%
4/22/2024 Donaldson Capital Management LLC18,971$2.92M0.1%+7.2%0.005%
4/22/2024 Raymond James & Associates707,365$109.04M0.1%+9.4%0.197%
4/22/2024 Accordant Advisory Group Inc732$113K0.1%N/A0.000%
4/22/2024 EFG Asset Management Americas Corp.5,381$829K0.3%-40.7%0.002%
4/22/2024 IFM Investors Pty Ltd47,107$7.26M0.1%+2.4%0.013%
4/20/2024 Maryland State Retirement & Pension System18,047$2.78M0.1%+2.8%0.005%
4/19/2024 Fruth Investment Management11,497$1.77M0.5%-12.2%0.003%
4/19/2024 Legacy Wealth Asset Management LLC9,180$1.42M0.4%+6.1%0.003%
4/19/2024 First Trust Direct Indexing L.P.6,031$930K0.1%+30.6%0.002%
4/19/2024 Kovack Advisors Inc.1,983$306K0.0%N/A0.001%
4/19/2024 DB Fitzpatrick & Co Inc7,574$1.17M1.1%+33.5%0.002%
4/19/2024 Meadow Creek Wealth Advisors LLC1,624$250K0.2%N/A0.000%
4/19/2024 State of Alaska Department of Revenue28,021$4.32M0.0%-2.4%0.008%
4/19/2024 Tradewinds Capital Management LLC295$45K0.0%+34.1%0.000%
4/19/2024 Azzad Asset Management Inc. ADV18,412$2.84M0.3%+1.6%0.005%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.603,823$93.08M0.1%+10.1%0.168%
4/18/2024State of Michigan Retirement System63,838$9.84M0.1%+0.3%0.018%
4/18/2024 Capital Advisors Ltd. LLC849$131K0.0%+11.9%0.000%
4/18/2024 Iams Wealth Management LLC1,458$215K0.1%N/A0.000%
4/18/2024 Allspring Global Investments Holdings LLC146,648$22.61M0.0%+1,094.5%0.041%
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4/18/2024Vaughan Nelson Investment Management L.P.1,166,003$179.74M1.6%+79.3%0.325%
4/18/2024 AlphaMark Advisors LLC1,960$302K0.1%+1,300.0%0.001%
4/18/2024 Hexagon Capital Partners LLC195$30K0.0%+103.1%0.000%
4/17/2024Founders Financial Securities LLC3,241$500K0.1%+4.8%0.001%
4/17/2024Hennion & Walsh Asset Management Inc.7,683$1.18M0.1%-2.3%0.002%
4/16/2024MCF Advisors LLC336$52K0.0%-42.6%0.000%
4/16/2024S.E.E.D. Planning Group LLC64,993$10.02M3.7%+14.1%0.018%
4/16/2024New England Research & Management Inc.5,165$796K0.4%-51.5%0.001%
4/16/2024Norway Savings Bank6,390$985K0.4%-3.8%0.002%
4/16/2024Atlantic Union Bankshares Corp10,119$1.56M0.1%-1.4%0.003%
4/16/2024Artemis Investment Management LLP104,431$16.09M0.2%+8.2%0.029%
4/16/2024Chesley Taft & Associates LLC3,393$523K0.0%-2.9%0.001%
4/16/2024Wealth Enhancement Advisory Services LLC30,908$4.76M0.0%+38.6%0.009%
4/15/2024Bowman & Co S.C.2,563$396K0.2%-2.9%0.001%
4/15/2024Brookstone Capital Management5,429$837K0.0%+42.4%0.002%
4/15/2024Kingswood Wealth Advisors LLC2,196$339K0.0%N/A0.001%
4/12/2024 Riverview Trust Co168$26K0.0%N/A0.000%
4/12/2024 Gateway Investment Advisers LLC101,381$15.63M0.2%-26.9%0.028%
4/12/2024 Central Valley Advisors LLC7,568$1.17M0.6%+15.6%0.002%
4/12/2024 Salvus Wealth Management LLC33,351$5.14M3.5%-8.4%0.009%
4/12/2024 Navalign LLC3,398$524K0.2%+43.1%0.001%
4/11/2024 City Holding Co.7,785$1.20M0.2%+1.4%0.002%
4/11/2024 Ballentine Partners LLC1,635$252K0.0%+16.2%0.000%
4/11/2024 GenWealth Group Inc.2,104$324K0.1%+21.0%0.001%
4/11/2024 Cooper Financial Group4,129$636K0.1%+65.2%0.001%
4/11/2024 Douglas Lane & Associates LLC195,688$30.17M0.4%+32.1%0.055%
4/11/2024 &PARTNERS1,351$208K0.0%N/A0.000%
4/11/2024Central Bank & Trust Co.471$73K0.0%-36.1%0.000%
4/11/2024 Congress Asset Management Co. MA4,293$662K0.0%-10.5%0.001%
4/11/2024 Gulf International Bank UK Ltd19,141$2.95M0.1%+0.6%0.005%
4/10/2024 CVA Family Office LLC902$139K0.0%+116.3%0.000%
4/10/2024 Triangle Securities Wealth Management10,398$1.60M0.5%+13.8%0.003%
4/10/2024 Park Avenue Securities LLC2,743$423K0.0%+31.2%0.001%
4/10/2024 Banque Cantonale Vaudoise23,597$3.64M0.1%-15.3%0.007%
4/10/2024 Perennial Advisors LLC14,224$2.19M0.5%N/A0.004%
4/10/2024 Czech National Bank40,991$6.32M0.1%+0.7%0.011%
4/10/2024 Fulton Bank N.A.5,190$800K0.0%-5.3%0.001%
4/9/2024 Massmutual Trust Co. FSB ADV402$62K0.0%+25.6%0.000%
4/9/2024 Mather Group LLC.1,204$176K0.0%N/A0.000%
4/8/2024 Bath Savings Trust Co14,008$2.16M0.2%-45.8%0.004%
4/5/2024 GAMMA Investing LLC1,639$253K0.1%+33.1%0.000%
4/5/2024 CWM LLC4,326$667K0.0%+22.0%0.001%
4/4/2024 Boltwood Capital Management1,428$220K0.1%-5.9%0.000%
4/4/2024 Cullen Investment Group LTD.8,287$1.27M0.2%+10.6%0.002%
4/4/2024 Trust Co. of Toledo NA OH2,184$337K0.1%N/A0.001%
4/1/2024 Park National Corp OH2,746$423K0.0%-60.3%0.001%
4/1/2024 Canandaigua National Bank & Trust Co.6,964$1.07M0.2%N/A0.002%
3/27/2024Nomura Holdings Inc.12,006$1.76M0.0%-134.0%0.003%
3/26/2024HighPoint Advisor Group LLC3,293$458K0.0%N/A0.001%
3/25/2024Quadrature Capital Ltd85,219$12.47M0.2%-82.2%0.024%
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3/22/2024PNC Financial Services Group Inc.95,114$13.91M0.0%-7.0%0.027%
3/15/2024B. Riley Wealth Advisors Inc.4,032$590K0.0%-80.8%0.001%
3/12/2024 Rovin Capital UT ADV2,796$409K0.2%N/A0.001%
3/12/2024Cove Private Wealth LLC2,450$358K0.3%N/A0.001%
3/11/2024Vanguard Group Inc.19,435,995$2.84B0.1%+4.3%5.422%
3/11/2024Wahed Invest LLC3,806$557K0.1%+7.2%0.001%
3/8/2024ICA Group Wealth Management LLC279$41K0.0%N/A0.000%
3/7/2024Brown Shipley& Co Ltd28,854$4.22M2.1%+5.5%0.008%
3/5/2024Fisher Asset Management LLC7,317$1.07M0.0%-30.8%0.002%
3/5/2024Wellington Management Group LLP2,175,800$318.21M0.1%-12.9%0.607%
(Data available from 1/1/2016 forward)

EL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EL shares?

During the previous two years, 1,281 institutional investors and hedge funds held shares of Estée Lauder Companies. The most heavily invested institutionals were Border to Coast Pensions Partnership Ltd ($61.84B), BlackRock Inc. ($2.99B), Vanguard Group Inc. ($2.84B), Whalerock Point Partners LLC ($2.78B), State Street Corp ($1.97B), Fundsmith LLP ($1.41B), and Edgewood Management LLC ($1.21B).Learn more on EL's institutional investors.

What percentage of Estée Lauder Companies stock is owned by institutional investors?

55.15% of Estée Lauder Companies stock is owned by institutional investors. Learn more on EL's institutional investor holdings.

Which institutional investors have been buying Estée Lauder Companies stock?

Of the 1,092 institutional investors that purchased Estée Lauder Companies stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($649.77M), Norges Bank ($3.55M), Clearbridge Investments LLC ($3.02M), Lazard Asset Management LLC ($2.73M), Capital International Investors ($2.45M), Van ECK Associates Corp ($2.21M), and Price T Rowe Associates Inc. MD ($1.81M).

How much institutional buying is happening at Estée Lauder Companies?

Institutional investors have bought a total of 713,921,103 shares in the last 24 months. This purchase volume represents approximately $140.51B in transactions.

Which Estée Lauder Companies major shareholders have been selling company stock?

Of the 822 institutional investors that sold Estée Lauder Companies stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($8.71M), Jennison Associates LLC ($5.94M), JPMorgan Chase & Co. ($2.04M), Edgewood Management LLC ($1.53M), Baillie Gifford & Co. ($1.37M), Royal Bank of Canada ($1.21M), and Brown Advisory Inc. ($1.21M).

How much institutional selling is happening at Estée Lauder Companies?

Institutional investors have sold a total of 59,974,348 shares in the last 24 months. This volume of shares sold represents approximately $12.51B in transactions.


This page (NYSE:EL) was last updated on 4/24/2024 by MarketBeat.com Staff

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