Estée Lauder Companies Ownership | Who Owns Estée Lauder Companies?
Estée Lauder Companies Ownership Summary
Estée Lauder Companies is owned by 54.69% institutional investors, 0.43% insiders, and 44.87% retail investors. Vanguard group is the largest institutional shareholder, holding 5.94% of EL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.94% of its assets in Estée Lauder Companies shares.
EL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Estée Lauder Companies | 54.69% | 0.43% | 44.87% |
| Sector | Consumer Defensive Stocks | 51.56% | 13.97% | 34.47% |
| Industry | Household & Personal Products Stocks | 61.00% | 13.56% | 25.44% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 21.33M | 5.94% | $2.27B |
| Blackrock | 14.84M | 4.13% | $1.58B |
| State street | 9.66M | 2.69% | $1.03B |
| Edgewood management | 7.92M | 2.21% | $842.98M |
| Wellington management group llp | 7.58M | 2.11% | $806.83M |
| Fmr | 5.94M | 1.65% | $631.53M |
| Morgan stanley | 5.28M | 1.47% | $562.17M |
| Geode capital management | 4.61M | 1.28% | $488.82M |
| Independent franchise partners llp | 3.47M | 0.97% | $368.79M |
| Massachusetts financial services co /ma/ | 3.19M | 0.89% | $339.49M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nekton capital | 148.75K | 7.19% | $15.83M |
| Geo capital gestora de recursos | 61.81K | 6.55% | $6.58M |
| Independent franchise partners llp | 3.47M | 3.40% | $368.79M |
| Manitou investment management | 120.09K | 2.86% | $12.78M |
| S.e.e.d. planning group | 73.24K | 2.83% | $7.79M |
| Crystal rock capital management | 43.99K | 2.80% | $4.68M |
| Hillman capital management | 68.59K | 2.58% | $7.30M |
| Lgt capital partners | 704.55K | 2.55% | $74.96M |
| Salvus wealth management | 33.02K | 2.41% | $3.51M |
| Edgewood management | 7.92M | 2.29% | $842.98M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 7.58M | 0.14% | 5.14M |
| Norges bank | 3.00M | 0.05% | 3.00M |
| Marshall wace, llp | 1.98M | 0.28% | 1.92M |
| Morgan stanley | 5.28M | 0.04% | 1.16M |
| Two sigma investments, lp | 1.60M | 0.39% | 1.10M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Clearbridge investments | - | - | -3.05M |
| Bls capital fondsmaeglerselskab | - | - | -1.98M |
| Jennison associates | - | - | -1.89M |
| Fmr | 5.94M | 0.04% | -1.64M |
| Capital investors | - | - | -1.60M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.00M | 0.05% | 3.00M | $319.10M |
| Renaissance | 315.50K | 0.06% | 315.50K | $33.57M |
| Natixis | 300.00K | 0.18% | 300.00K | $31.92M |
| Masters capital management | 100.00K | 0.60% | 100.00K | $10.64M |
| Nuance investments | 86.28K | 0.28% | 86.28K | $9.18M |
Sold Out
| Holder | Change |
|---|---|
| Valued wealth advisors | -1.00 |
| Financial network wealth advisors | -1.00 |
| Chris bulman | -2.00 |
| Clarivest asset management | -2.00 |
| Main street group | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 956 | -7.81% | 196,672,936 | -3.46% | 54 | 1.70% | 434 | 2.12% | 337 | -18.99% |
| Jun 30, 2024 | 1,020 | -8.27% | 203,345,289 | 0.98% | 56 | 1.80% | 414 | -23.76% | 411 | 18.44% |
| Mar 31, 2024 | 1,112 | 1.92% | 201,369,035 | -1.13% | 56 | 1.74% | 543 | 18.30% | 347 | -26.33% |
| Dec 31, 2023 | 1,091 | 0.83% | 203,670,116 | 3.67% | 56 | 1.89% | 459 | -5.36% | 471 | 18.64% |
| Sep 30, 2023 | 1,082 | -7.20% | 196,464,954 | -1.95% | 54 | 1.75% | 485 | -11.66% | 397 | -5.02% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 6.98M | 1.94% | -25.11K |
| Vanguard Institutional 500 Index Trust | 6.18M | 1.72% | 71.12K |
| Vanguard Wellington™ Inv | 4.23M | 1.18% | 4.23M |
| Edgewood Growth Instl | 4.19M | 1.17% | -35.98K |
| VanEck Morningstar Wide Moat | 3.86M | 1.07% | 1.02M |
| VanEck Morningstar Wide Moat ETF | 3.83M | 1.07% | -1.16K |
| Fidelity 500 Index | 2.86M | 0.80% | -6.23K |
| SPDR® S&P 500® ETF Trust | 2.86M | 0.80% | -15.89K |
| iShares Core S&P 500 ETF | 2.63M | 0.73% | 8.14K |
| UBS: Global Equity | 2.47M | 0.69% | -762.67K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 19, 2024 | FRIBOURG PAUL J | - | Buy | $3.70M |
| Nov 19, 2024 | FRIBOURG PAUL J | - | Buy | $1.32M |
| Nov 15, 2024 | FRIBOURG PAUL J | - | Buy | $4.88M |
| Nov 18, 2024 | FRIBOURG PAUL J | - | Buy | $3.88M |
| Nov 18, 2024 | FRIBOURG PAUL J | - | Buy | $1.03M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | 1 | 1 |
EL Ownership FAQ
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