ESTEE LAUDER COMPANIES-CL A (EL) Institutional Ownership Changes & 13F Activity

ESTEE LAUDER COMPANIES-CL A (EL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ensign Peak Advisors, Inc, Hsbc Holdings Plc, Corient Private Wealth Llc, Raymond James Financial Inc, and Warther Private Wealth, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Financial Management LlcBuy+17—17$1.78KQ4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-22,827-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementSell-12,155-17.9%55,773$5.84MQ4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-547,411-24.3%1,704,673$178.51MQ4 2025Aug 18, 2026
Algert Global LlcBuy+5,959—5,959$624.03KQ4 2025Aug 11, 2026
Storebrand Asset Management AsBuy+6,083+45.3%19,523$2.04MQ4 2025May 20, 2026
Independent Financial Group, LlcSell-340-9.5%3,222$337.41KQ4 2025May 15, 2026
1015 Capital Partners, LlcBuy+15—15$1.57KQ4 2025May 11, 2026
Parrish Capital LlcBuy+4,099—4,099$429.28KQ4 2025Apr 28, 2026
Stance Capital LlcBuy+13,245—13,245$1.39MQ4 2025Mar 17, 2026
Hsbc Holdings PlcBuy+488,551—488,551$51.13MQ4 2025Mar 06, 2026
Worthington Financial Partners, LlcBuy+3,716—3,716$389.14KQ4 2025Mar 05, 2026
Shp Wealth ManagementBuy+13—13$1.35KQ4 2025Mar 04, 2026
Anchor Investment Management, LlcBuy+78—78$8.17KQ4 2025Feb 26, 2026
Midfirst BankBuy+1,364—1,364$142.84KQ4 2025Feb 25, 2026
River Road Asset Management, LlcBuy+118,755—118,755$12.44MQ4 2025Feb 24, 2026
Amanah Holdings TrustBuy+110,000—110,000$11.52MQ4 2025Feb 24, 2026
Bell Investment Advisors, IncBuy+74—74$7.75KQ4 2025Feb 24, 2026
Blue Capital, Inc.Buy+29,042—29,042$3.04MQ4 2025Feb 23, 2026
Kera Capital Partners, Inc.Buy+1,750—1,750$201.74KQ4 2025Feb 23, 2026
Mv Capital Management, Inc.Sell-4-3.7%103$10.79KQ4 2025Feb 23, 2026
Northcoast Asset Management LlcBuy+37,494—37,494$3.93MQ4 2025Feb 20, 2026
Sunbelt Securities, Inc.Buy+3,993—3,993$418.18KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+316,355—316,355$9.72MQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+3,438—3,438$360.00KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+218,489—218,489$22.88MQ4 2025Feb 18, 2026
Warther Private Wealth, LlcBuy+151,117—151,117$15.82MQ4 2025Feb 18, 2026
State Of Tennessee, Department Of TreasuryBuy+127,708—127,708$14.72MQ4 2025Feb 18, 2026
Owlhouse Capital LpBuy+57,400—57,400$6.01MQ4 2025Feb 18, 2026
Mackenzie Financial CorpBuy+55,057—55,057$5.82MQ4 2025Feb 18, 2026
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Frequently asked questions about EL activity

  • Which institutional owners are buying EL?

    Institutional owners buying EL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EL activity?

    "Buy" means an investor increased their reported position in EL compared to the prior reporting period. This reflects growing exposure to ESTEE LAUDER COMPANIES-CL A (EL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EL increasing?

    Institutional interest in EL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.