$EL

$108.82 +$0.15 (0.14%) Close

$EL Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 362.7M shares outstanding

Who owns EL?

By type of holder

Institutions 63.1% Insiders 0.0% Everyone else 36.9%

Concentration Top 10 holders own 36.0%

Bank Of America Corp /de/ 5.9% · BlackRock, Inc. 5.7%

Institutional ownership

63.1%

-0.2 pts vs last qtr

Institutional holders

829

-8 vs last qtr

Net shares bought

−709.4K

by institutions in Q2 2026

New / sold out

109 / 117

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Bank Of America Corp /de/ +7.4M
Norges Bank NEW +2.9M

Biggest sellers in Q2 2026

FMR LLC −7.5M
Schroder Investment Management Group −4.3M

Who is planning to sell?

Notices of proposed sale, last 12 months

$3.05M

5 notices from 5 people

Shares covered

32.6K

0.01% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Jane Lauder Director $1.68M
Meridith Webster Officer $477K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

−2.2%

−0.25% a year

Each share's claim on the business

+2.2%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$7.07B vs $2.78B

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years79% 3–5 years3% 1–3 years12% Under 1 year6%

Quarterly turnover

14.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting EL on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
BO Bank Of America Corp /de/	21.2M	5.86%	+7.4M (+53.5%)	≤2021	0.1%
Shares held by quarter Peak holding21.2M (Q2'26) Change over 8 quarters+19.6M Share of the company5.860% Bank Of America Corp /de/'s full portfolio →
B BlackRock, Inc.	20.8M	5.74%	+2.3M (+12.3%)	≤2021	0.0%
Shares held by quarter Peak holding20.8M (Q2'26) Change over 8 quarters+5.3M Share of the company5.740% BlackRock, Inc.'s full portfolio →

Bank Of America Corp /de/

21.2M

% of company

5.86%

Change vs last qtr

+7.4M (+53.5%)

Held since

≤2021

BlackRock, Inc.

20.8M

% of company

5.74%

Change vs last qtr

+2.3M (+12.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Estee Lauder Companies Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting EL on Form N-PORT; together they hold 24.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$620M	7.9M	2.17%	0.03%	June 30, 2026
V5 Vanguard 500 Index Fund Vanguard Index Funds	$506M	6.4M	1.77%	0.03%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$620M

% of company

2.17%

% of the fund

0.03%

As of

June 30, 2026

Vanguard 500 Index Fund

Vanguard Index Funds

Position value

$506M

% of company

1.77%

% of the fund

0.03%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Estee Lauder Companies Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
AL Aerin Lauder 5%+ holder 13D · 7.2%	19.1M	5.27%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company5.270% Disclosed stake13D · 7.2% View the 13D/G filing →
TU Trust Under Article 2 of The Zinterhofer 2008 Descendants Trust Agreement 5%+ holder 13D · 1.9%	4.9M	1.35%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company1.350% Disclosed stake13D · 1.9% View the 13D/G filing →

Aerin Lauder

5%+ holder13D · 7.2%

19.1M

% of company

5.27%

Change vs last qtr

—

Held since

—

Trust Under Article 2 of The Zinterhofer 2008 Descendants Trust Agreement

5%+ holder13D · 1.9%

4.9M

% of company

1.35%

Change vs last qtr

—

Held since

—

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