Ranked by reported Q2 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 | BANK OF AMERICA CORP /DE/ | 21.2M | $1.68B | +53.5% | 5.875% | 0.11% |
| 2 | BlackRock, Inc. | 20.8M | $1.64B | +12.3% | 5.759% | 0.02% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 16.2M | $1.28B | +0.5% | 4.467% | 0.03% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 12.4M | $977.6M | +2.0% | 3.424% | 0.04% |
| 5 | STATE STREET CORP | 11.5M | $911.3M | -2.1% | 3.191% | 0.01% |
| 6 | FMR LLC | 10.6M | $840.5M | -41.2% | 2.943% | 0.04% |
| 7 | EAGLE CAPITAL MANAGEMENT LLC | 9.0M | $711.4M | +13.6% | 2.491% | 2.17% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 6.7M | $523.9M | +0.1% | 1.842% | 0.03% |
| 9 | Invesco Ltd. | 5.9M | $462.6M | +12.5% | 1.620% | 0.04% |
| 10 | Bank of New York Mellon Corp | 5.8M | $459.5M | -14.3% | 1.609% | 0.08% |
| 11 | Independent Franchise Partners LLP | 4.9M | $390.2M | -25.4% | 1.366% | 2.56% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.8M | $299.8M | -6.3% | 1.050% | 0.02% |
| 13 | SCHRODER INVESTMENT MANAGEMENT GROUP | 3.7M | $294.5M | -53.5% | 1.031% | 0.21% |
| 14 | MORGAN STANLEY | 3.5M | $278.6M | +13.3% | 0.976% | 0.01% |
| 15 | VAN ECK ASSOCIATES CORP | 3.5M | $278.2M | +0.5% | 0.974% | 0.17% |
| 16 | Capital World Investors | 3.2M | $254.0M | -21.0% | 0.889% | 0.03% |
| 17 | JANE STREET GROUP, LLC | 3.1M | $247.8M | +86.0% | 0.868% | 0.02% |
| 18 | Amundi | 3.0M | $235.2M | +56.0% | 0.824% | 0.06% |
| 19 | NORGES BANK | 2.9M | $231.1M | — | 0.809% | 0.02% |
| 20 | GOLDMAN SACHS GROUP INC | 2.9M | $230.0M | -4.1% | 0.805% | 0.02% |
| 21 | FRANKLIN RESOURCES INC | 2.7M | $210.1M | -3.3% | 0.736% | 0.05% |
| 22 | CITADEL ADVISORS LLC | 2.6M | $202.4M | +44.6% | 0.709% | 0.01% |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 2.5M | $198.9M | +14.8% | 0.697% | 0.04% |
| 24 | NORTHERN TRUST CORP | 2.4M | $190.1M | -1.6% | 0.666% | 0.02% |
| 25 | UBS Group AG | 2.1M | $168.2M | +23.3% | 0.589% | 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 Q2 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 836 | 0.2% | 66.35% | +0.19 pp | $18.50B | +13% |
| Q1 2026 | 838 | 5.0% | 66.16% | 2.86 pp | $16.42B | 33% |
| Q4 2025 | 882 | +9.0% | 69.02% | +10.51 pp | $24.51B | +24% |
| Q3 2025 | 809 | +2.3% | 58.51% | +1.21 pp | $19.75B | +6.2% |
| Q2 2025 | 791 | +3.9% | 57.30% | 61.22 pp | $18.60B | 40% |
| Q1 2025 | 761 | 5.5% | 118.52% | +63.48 pp | $31.02B | +74% |
| Q4 2024 | 805 | 8.4% | 55.04% | +4.06 pp | $17.85B | 4.9% |
| Q3 2024 | 879 | — | 50.98% | — | $18.77B | — |
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 Q2 2026 13F filings, institutional ownership of The Estée Lauder Companies Inc. stands at 66.3%, held across 836 reporting institutions.
BANK OF AMERICA CORP /DE/ is the largest reported institutional holder of EL, with approximately 21,249,057 shares worth $1.68B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of EL, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, JANE STREET GROUP, LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for EL is 57 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
97 institutions opened new positions in EL during Q2 2026, while 103 fully exited. 539 added to existing positions and 170 trimmed.
EL institutional ownership rose by 0.19 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 51.3% of all reported 13F value in EL, and the top 25 account for 71.3%.
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