Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in EL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 18.5M | $1.33B | +2.6% | 5.136% | 0.02% |
| 2 | FMR LLC | 18.1M | $1.30B | +10.8% | 5.017% | 0.07% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 16.1M | $1.15B | — | 4.452% | 0.03% |
| 4 | BANK OF AMERICA CORP /DE/ | 13.8M | $993.6M | +950.9% | 3.834% | 0.07% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 12.1M | $871.6M | — | 3.364% | 0.05% |
| 6 | STATE STREET CORP | 11.8M | $846.4M | +1.8% | 3.266% | 0.03% |
| 7 | EAGLE CAPITAL MANAGEMENT LLC | 7.9M | $569.3M | -9.1% | 2.197% | 1.91% |
| 8 | SCHRODER INVESTMENT MANAGEMENT GROUP | 8.0M | $545.1M | -1.5% | 2.221% | 0.45% |
| 9 | Bank of New York Mellon Corp | 6.8M | $487.5M | -9.4% | 1.881% | 0.09% |
| 10 | Independent Franchise Partners LLP | 6.6M | $475.7M | -15.4% | 1.836% | 3.33% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 6.7M | $475.7M | +5.5% | 1.843% | 0.03% |
| 12 | Invesco Ltd. | 5.2M | $373.9M | -20.8% | 1.443% | 0.06% |
| 13 | Capital World Investors | 4.1M | $292.3M | -47.5% | 1.128% | 0.04% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.1M | $290.7M | -2.5% | 1.122% | 0.03% |
| 15 | VICTORY CAPITAL MANAGEMENT INC | 3.2M | $227.0M | +16.0% | 0.876% | 0.15% |
| 16 | MORGAN STANLEY | 3.1M | $223.6M | -12.5% | 0.863% | 0.01% |
| 17 | GOLDMAN SACHS GROUP INC | 3.0M | $218.1M | -9.3% | 0.842% | 0.03% |
| 18 | FRANKLIN RESOURCES INC | 2.8M | $197.5M | +39.5% | 0.762% | 0.05% |
| 19 | NORTHERN TRUST CORP | 2.4M | $175.7M | -0.4% | 0.678% | 0.02% |
| 20 | UBS ASSET MANAGEMENT AMERICAS INC | 2.2M | $157.5M | -2.0% | 0.608% | 0.03% |
| 21 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | 2.2M | $156.9M | +1.2% | 0.605% | 0.15% |
| 22 | Amundi | 1.9M | $137.1M | +33.8% | 0.529% | 0.04% |
| 23 | BNP PARIBAS ARBITRAGE, SA | 844K | $132.2M | +57.3% | 0.234% | 0.06% |
| 24 | UBS Group AG | 1.7M | $124.0M | +14.4% | 0.479% | 0.02% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.7M | $123.6M | +1.5% | 0.477% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in EL — a direct measure of their conviction.
Filings activity in EL during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new EL position in Q1 2026
Institutions that fully closed their EL position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 811 | 6.5% | 49.29% | 24.33 pp | $15.96B | 33% |
| Q4 2025 | 867 | +10% | 73.62% | +15.72 pp | $23.84B | +27% |
| Q3 2025 | 788 | 0.4% | 57.90% | +0.45 pp | $18.75B | +0.8% |
| Q2 2025 | 791 | +3.9% | 57.45% | 38.34 pp | $18.60B | 40% |
| Q1 2025 | 761 | 5.5% | 95.79% | +40.65 pp | $31.02B | +74% |
| Q4 2024 | 805 | 8.4% | 55.14% | 2.82 pp | $17.85B | 4.9% |
| Q3 2024 | 879 | 8.0% | 57.96% | 46.22 pp | $18.77B | 44% |
| Q2 2024 | 955 | — | 104.18% | — | $33.73B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying EL stock.
Based on Q1 2026 13F filings, institutional ownership of The Estée Lauder Companies Inc. stands at 49.3%, held across 811 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of EL, with approximately 18,545,509 shares worth $1.33B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of EL, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for EL is 28 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
131 institutions opened new positions in EL during Q1 2026, while 187 fully exited. 91 added to existing positions and 584 trimmed.
EL institutional ownership fell by 24.33 percentage points quarter-over-quarter, with a net change of -56 holders.
The top 10 institutions account for 53.7% of all reported 13F value in EL, and the top 25 account for 74.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The Estée Lauder Companies Inc. (EL) Institutional Ownership