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

According to SEC Form 13F-HR filings in this corpus, LAUDER ESTEE COS INC ranks #339 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $19.5M 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
#339
of 775 by value

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

According to SEC Form 13F-HR filings in this corpus, LAUDER ESTEE COS INC ranks #339 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 518439104 · Q4 2025 $19M reported

VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL

  • VALUE-MID #339/775
  • HOLDERS-FOCUS 8 filers
  • CONC-DOM 99% top-5
  • PHOTO-FINISH SCHWAB INTERNATIONAL
  • ACTIVITY-MID 7 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: SCHWAB INTERNATIONAL

Read with: Ownership concentration guide - LAUDER ESTEE COS INC's top-five holders account for 99% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · LAUDER ESTEE COS INC

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

ELEVANCE HEALTH FORM… · near$20MVANGUARD MUNI BND TAX · near$20MSCHWAB INTERNATIONAL · near$20MLAUDER ESTEE COS · this stock$19MGENTEX · near$19M
Aggregate reported institutional value ($)
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%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among LAUDER ESTEE COS INC's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
98.2%
Shared-defined discretion (DFND)
1.8%

Latest Quarter Activity · Q4 2025

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.
Where does LAUDER ESTEE COS INC sit among tracked securities?
According to SEC Form 13F-HR filings in this corpus, LAUDER ESTEE COS INC ranks #339 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
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.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for LAUDER ESTEE COS INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($19.5M here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (8 here).

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.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.