Stock ownership · SEC 13F · Q4 2025

LAUDER ESTEE COS INC

Institutional ownership of LAUDER ESTEE COS INC (CUSIP 518439104) - who holds it, how concentrated it is, and what moved last quarter.

$19.5M
Reported value
8
Institutions
99%
Top-5 share

The verdict

8 institutions report $19.5M of LAUDER ESTEE COS INC positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

8
institutions hold it
$19.5M
reported 13F value
99%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$19.5M

Institutional 13F value

Institutions

8

Reporting holders

Top-5 concentration

99%

Held by 5 largest

New buyers

7

Opened Q4 2025

Concentrated ownership

Top-5 holder concentration

0%100%99%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Largest institutional holders of LAUDER ESTEE COS INC
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a LAUDER ESTEE COS INC position has risen from 6 to 8 over the last 8 quarters of 13F filings.

246810 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 8
Distinct 13F filers holding LAUDER ESTEE COS INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Amanah Holdings Trust 110,000 $11.5M 59.1%
2 J. Stern & Co. LLP 4,094,761 $4.1M 21.0%
3 Pacer Advisors, Inc. 19,411 $2.0M 10.4%
4 GROUPAMA ASSET MANAGMENT 13,430 $1.3M 6.9%
5 Banque Transatlantique SA 3,126 $343K 1.8%
6 MidFirst Bank 1,364 $143K 0.7%
7 Anchor Investment Management, LLC 78 $8K 0.0%
8 Bell Investment Advisors, Inc 74 $8K 0.0%

Latest Quarter Activity · Q4 2025

What the data says about LAUDER ESTEE COS INC

A few large holders dominate this stock’s institutional float.

  • Track holder count and reported value quarter-over-quarter to read accumulation vs. distribution. Biggest movers
  • Compare against the most widely held stocks before reading any single position as a signal. Most-held stocks
  • Understand what 13F does and does not disclose. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold LAUDER ESTEE COS INC?
LAUDER ESTEE COS INC is held by 8 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of LAUDER ESTEE COS INC?
Institutions report $19.5M of LAUDER ESTEE COS INC as of Q4 2025.
How concentrated is ownership of LAUDER ESTEE COS INC?
The top five institutional holders account for 99% of the reported institutional value in LAUDER ESTEE COS INC, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of LAUDER ESTEE COS INC?
Amanah Holdings Trust is the largest reported holder of LAUDER ESTEE COS INC with $11.5M across 110,000 shares as of Q4 2025.
Where does this LAUDER ESTEE COS INC data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.