Estee Lauder Companies Inc.

EL • NYSE

Estee Lauder Companies Inc. is a household & personal products company in the consumer defensive sector on NYSE, led by Stéphane de La Faverie, with a market cap of $37.4B. As of Q3 2025, 59% of shares are held by 785 institutional investors, with VANGUARD GROUP INC as the largest holder at 7.47%.

President and Chief Executive OfficerStéphane de La Faverie

Market Cap$37.4B

Household & Personal Products

Consumer Defensive

Employees62.0K

Websiteelcompanies.com

Country

United States of America

Overview

Overview of institutional ownership in EL as of Q3 2025 with a market cap of $31.8B

All Institutions

Institutions: 785
Value Held: $18.8B
Shares Held: 213.6M
Avg Position: $24.0M
Median Position: $735.7K

Hedge Funds

Hedge Funds: 54
Value Held: $894.9M
Shares Held: 10.2M
Avg Position: $16.6M
Median Position: $2.5M

Ownership Breakdown

Institutional (non-HF)

56.45%

$17.9B

Hedge Funds

2.82%

$894.9M

Retail & Other

40.73%

$12.9B

Based on market cap of $31.8B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in EL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$2.4B 0.04% of portfolio	7.47% 26.9M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$1.5B 0.03% of portfolio	4.67% 16.8M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
C Capital World Investors Institution	-	$1.1B 0.15% of portfolio	3.37% 12.1M shares	Q4 2024 Held for 11 months	$730.00B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$979.8M 0.03% of portfolio	3.09% 11.1M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
FMR LLC Institution	-	$964.9M 0.05% of portfolio	3.04% 11.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
EAGLE CAPITAL MANAGEMENT LLC Long Only Manager	Michael I Falcon CEO	$790.3M 2.51% of portfolio	2.49% 9.0M shares	Q4 2024 Held for 11 months	$31.4B
Independent Franchise Partners LLP Long Only Manager	Jayson Ian Vowles Managing Partner	$683.2M 4.50% of portfolio	2.15% 7.8M shares	Q3 2023 Held for 2y 2m	$15.2B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$646.3M 0.10% of portfolio	2.04% 7.3M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
Bank of New York Mellon Corp Institution	Robin Vince CEO	$538.6M 0.10% of portfolio	1.70% 6.1M shares	≤ Q2 2013 Held for 12y 5m+	$556.34B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$524.5M 0.03% of portfolio	1.66% 6.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T

Net Capital Flow

Institutional buying and selling activity for EL in Q3 2025

Net Flow: −$406.1M
Buyers: 277
Sellers: 392
Total Bought: +$1.9B
Total Sold: −$2.3B
Avg Position: $23.3M

Biggest Buyers

Institution	Net Bought	Current Position
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	+$197.6M +2.2M shares	$203.8M 2.3M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$179.0M +2.0M shares	$183.5M 2.1M shares
Bank of New York Mellon Corp Institution	+$170.7M +1.9M shares	$538.6M 6.1M shares
GOLDMAN SACHS GROUP INC Institution	+$130.0M +1.5M shares	$304.0M 3.5M shares
FRANKLIN RESOURCES INC Institution	+$123.7M +1.4M shares	$134.1M 1.5M shares
JPMORGAN CHASE & CO Institution	+$112.7M +1.3M shares	$276.2M 3.1M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$108.4M +1.2M shares	$113.5M 1.3M shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$103.3M +1.2M shares	$133.3M 1.5M shares
J JANE STREET GROUP, LLC Institution	+$64.9M +736.9K shares	$84.6M 959.8K shares
SCHRODER INVESTMENT MANAGEMENT GROUP RIA/Wealth	+$57.2M +642.1K shares	$254.3M 2.9M shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$417.3M −4.7M shares	$964.9M 11.0M shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	−$295.6M −3.4M shares	$24.6M 279.1K shares
UBS Group AG Institution	−$112.6M −1.3M shares	$147.4M 1.7M shares
MORGAN STANLEY RIA/Wealth	−$106.1M −1.2M shares	$398.8M 4.5M shares
E Ensign Peak Advisors, Inc Institution	−$85.3M −967.8K shares	$198.5M 2.3M shares
NUANCE INVESTMENTS, LLC Long Only Manager	−$84.4M −957.7K shares	$12.6M 143.0K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$72.4M −821.7K shares	$211.4M 2.4M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$72.0M −817.3K shares	$61.7M 700.4K shares
C Contrarius Group Holdings Ltd Institution	−$68.3M −845.8K shares	Sold Off 0 shares
EAGLE CAPITAL MANAGEMENT LLC Long Only Manager	−$58.4M −662.2K shares	$790.3M 9.0M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EL in Q3 2025

New Positions: 34
New Value: $62.2M
Exited Positions: 101
Exited Value: $378.6M

New Positions

Institution	Position Value
JOHNSTON ASSET MANAGEMENT CORP Long Only Manager	$22.2M 252.1K shares
Warther Private Wealth, LLC RIA/Wealth	$13.8M 156.1K shares
Morningstar Investment Management LLC Long Only Manager	$8.7M 98.7K shares
Q QV Investors Inc. Institution	$7.4M 84.2K shares
BCJ Capital Management, LLC RIA/Wealth	$5.0M 56.8K shares
Friedenthal Financial RIA/Wealth	$1.1M 12.1K shares
INTEGRITY ALLIANCE, LLC. RIA/Wealth	$746.0K 8.5K shares
Beirne Wealth Consulting Services, LLC RIA/Wealth	$670.4K 7.6K shares
WORLD EQUITY GROUP, INC. RIA/Wealth	$420.0K 4.8K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$408.3K 4.6K shares

Exited Positions

Institution	Previous Position
C Contrarius Group Holdings Ltd Institution	$68.3M 845.8K shares
C Charles-Lim Capital Ltd Institution	$47.2M 584.1K shares
Interval Partners, LLC Hedge Fund•Long/Short	$44.4M 549.5K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$30.6M 379.1K shares
S STEADFAST CAPITAL MANAGEMENT LP Hedge Fund•Long/Short	$26.2M 324.2K shares
Cartenna Capital, LP Hedge Fund•Long/Short	$24.2M 300.0K shares
R Railway Pension Investments Ltd Institution	$21.9M 271.5K shares
Scion Asset Management, LLC Hedge Fund•Multi-Strategy	$12.1M 150.0K shares
Holocene Advisors, LP Hedge Fund•Long/Short	$10.4M 128.4K shares
SAMLYN CAPITAL, LLC Hedge Fund•Multi-Strategy	$8.4M 103.4K shares

Options Activity

Institutions with the largest Call and Put options positions in EL as of Q3 2025

Call Positions: 40
Call Value: $792.7M
Put Positions: 37
Put Value: $818.1M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$130.2M 14.8K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$118.3M 13.4K contracts
BARCLAYS PLC Institution	$78.9M 9.0K contracts
J JANE STREET GROUP, LLC Institution	$67.8M 7.7K contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$58.0M 6.6K contracts
UBS Group AG Institution	$50.5M 5.7K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$42.8M 4.9K contracts
Walleye Trading LLC RIA/Wealth	$32.2M 3.7K contracts
W WOLVERINE TRADING, LLC Institution	$27.4M 3.1K contracts
D D. E. Shaw & Co., Inc. Institution	$24.9M 2.8K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$199.0M 22.6K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$114.6M 13.0K contracts
J JANE STREET GROUP, LLC Institution	$103.1M 11.7K contracts
D D. E. Shaw & Co., Inc. Institution	$48.6M 5.5K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$45.1M 51.2 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$35.8M 4.1K contracts
BARCLAYS PLC Institution	$30.3M 3.4K contracts
GOLDMAN SACHS GROUP INC Institution	$29.3M 3.3K contracts
Walleye Trading LLC RIA/Wealth	$27.7M 3.1K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$25.5M 2.9K contracts

Most Committed Institutions

Institutions with EL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
CONTINENTAL GRAIN CO Private Equity	David Jonathan Grain CEO	13.25% $45.8M	0.14% 520.3K shares	Q4 2024 Held for 11 months	$346.0M
N Nekton Capital Ltd. Institution	-	8.84% $4.4M	0.01% 49.5K shares	Q2 2023 Held for 2y 5m	$49.4M
K KEYWISE CAPITAL MANAGEMENT Ltd Hedge Fund•Long/Short	Fang Zheng CIO	5.81% $72.6M	0.23% 823.5K shares	Q3 2025 Held for 2 months	$1.2B
Independent Franchise Partners LLP Long Only Manager	Jayson Ian Vowles Managing Partner	4.50% $683.2M	2.15% 7.8M shares	Q3 2023 Held for 2y 2m	$15.2B
Kessler Investment Group, LLC RIA/Wealth	Craig Adam Kessler Managing Partner	3.79% $8.8M	0.03% 100.2K shares	Q2 2025 Held for 5 months	$232.9M
Hillman Capital Management, Inc. Long Only Manager	Mark Alan Hillman CEO	3.62% $6.2M	0.02% 70.7K shares	Q4 2023 Held for 1y 11m	$171.8M
Candlestick Capital Management LP Hedge Fund•Long/Short	Craig Markham Bench President	3.30% $85.0M	0.27% 965.0K shares	Q4 2024 Held for 11 months	$2.6B
Warther Private Wealth, LLC RIA/Wealth	Robert Wayne Warther CEO	3.25% $13.8M	0.04% 156.1K shares	Q3 2025 Held for 2 months	$422.7M
EAGLE CAPITAL MANAGEMENT LLC Long Only Manager	Michael I Falcon CEO	2.51% $790.3M	2.49% 9.0M shares	Q4 2024 Held for 11 months	$31.4B
B Baypointe Partners LLC Hedge Fund•Long/Short	Sean James Gambino Founder	2.35% $5.1M	0.02% 58.3K shares	Q1 2025 Held for 8 months	$218.8M

Hedge Fund Spotlight

Discover hedge funds investing in EL

ISAM Funds Ltd

Hedge Fund • Quant

Portfolio ManagerAlexander Lowe

Portfolio Value: $489.3M
Positions: 601
Last Reported: Q3 2025

Sector Allocation

Position in Estee Lauder Companies Inc.

Market Value: $458.7K
Shares Held: 5.2K
Portfolio Weight: 0.09%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Merck & Co. MRK	Drug Manufacturers - General Healthcare	$4.9M	1.00%
2 Chubb CB	Insurance - Property & Casualty Financial Services	$4.9M	1.00%
3 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$4.9M	0.99%