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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +17 | — | 17 | $1.78K | Q4 2025 | Aug 28, 2026 |
| Advisors Asset Management, Inc. | Sell | -22,827 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Dakota Wealth Management | Sell | -12,155 | -17.9% | 55,773 | $5.84M | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -547,411 | -24.3% | 1,704,673 | $178.51M | Q4 2025 | Aug 18, 2026 |
| Algert Global Llc | Buy | +5,959 | — | 5,959 | $624.03K | Q4 2025 | Aug 11, 2026 |
| Storebrand Asset Management As | Buy | +6,083 | +45.3% | 19,523 | $2.04M | Q4 2025 | May 20, 2026 |
| Independent Financial Group, Llc | Sell | -340 | -9.5% | 3,222 | $337.41K | Q4 2025 | May 15, 2026 |
| 1015 Capital Partners, Llc | Buy | +15 | — | 15 | $1.57K | Q4 2025 | May 11, 2026 |
| Parrish Capital Llc | Buy | +4,099 | — | 4,099 | $429.28K | Q4 2025 | Apr 28, 2026 |
| Stance Capital Llc | Buy | +13,245 | — | 13,245 | $1.39M | Q4 2025 | Mar 17, 2026 |
| Hsbc Holdings Plc | Buy | +488,551 | — | 488,551 | $51.13M | Q4 2025 | Mar 06, 2026 |
| Worthington Financial Partners, Llc | Buy | +3,716 | — | 3,716 | $389.14K | Q4 2025 | Mar 05, 2026 |
| Shp Wealth Management | Buy | +13 | — | 13 | $1.35K | Q4 2025 | Mar 04, 2026 |
| Anchor Investment Management, Llc | Buy | +78 | — | 78 | $8.17K | Q4 2025 | Feb 26, 2026 |
| Midfirst Bank | Buy | +1,364 | — | 1,364 | $142.84K | Q4 2025 | Feb 25, 2026 |
| River Road Asset Management, Llc | Buy | +118,755 | — | 118,755 | $12.44M | Q4 2025 | Feb 24, 2026 |
| Amanah Holdings Trust | Buy | +110,000 | — | 110,000 | $11.52M | Q4 2025 | Feb 24, 2026 |
| Bell Investment Advisors, Inc | Buy | +74 | — | 74 | $7.75K | Q4 2025 | Feb 24, 2026 |
| Blue Capital, Inc. | Buy | +29,042 | — | 29,042 | $3.04M | Q4 2025 | Feb 23, 2026 |
| Kera Capital Partners, Inc. | Buy | +1,750 | — | 1,750 | $201.74K | Q4 2025 | Feb 23, 2026 |
| Mv Capital Management, Inc. | Sell | -4 | -3.7% | 103 | $10.79K | Q4 2025 | Feb 23, 2026 |
| Northcoast Asset Management Llc | Buy | +37,494 | — | 37,494 | $3.93M | Q4 2025 | Feb 20, 2026 |
| Sunbelt Securities, Inc. | Buy | +3,993 | — | 3,993 | $418.18K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +316,355 | — | 316,355 | $9.72M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +3,438 | — | 3,438 | $360.00K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +218,489 | — | 218,489 | $22.88M | Q4 2025 | Feb 18, 2026 |
| Warther Private Wealth, Llc | Buy | +151,117 | — | 151,117 | $15.82M | Q4 2025 | Feb 18, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +127,708 | — | 127,708 | $14.72M | Q4 2025 | Feb 18, 2026 |
| Owlhouse Capital Lp | Buy | +57,400 | — | 57,400 | $6.01M | Q4 2025 | Feb 18, 2026 |
| Mackenzie Financial Corp | Buy | +55,057 | — | 55,057 | $5.82M | Q4 2025 | Feb 18, 2026 |
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.
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