Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
05/10/2024 | VANGUARD GROUP INC | 20.69 M | $3.19 B | 6.43% | 5.77% |
05/10/2024 | BLACKROCK INC. | 14.84 M | $2.29 B | 1.49% | 4.14% |
05/15/2024 | STATE STREET CORP | 9.66 M | $1.49 B | -0.31% | 2.69% |
05/14/2024 | EDGEWOOD MANAGEMENT LLC | 8.00 M | $1.23 B | -2.98% | 2.23% |
05/13/2024 | FMR LLC | 7.58 M | $1.17 B | -5.78% | 2.11% |
05/15/2024 | GOLDMAN SACHS GROUP INC | 5.50 M | $848.56 M | 32.23% | 1.53% |
05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 4.51 M | $693.06 M | 3.40% | 1.26% |
05/14/2024 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.13 M | $636.65 M | -0.52% | 1.15% |
05/15/2024 | MORGAN STANLEY | 4.12 M | $634.89 M | 0.09% | 1.15% |
05/13/2024 | CLEARBRIDGE INVESTMENTS, LLC | 3.16 M | $487.61 M | 4.65% | 0.88% |
05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 2.94 M | $453.84 M | 24.28% | 0.82% |
05/14/2024 | AKO CAPITAL LLP | 2.71 M | $417.72 M | 44.83% | 0.75% |
05/10/2024 | JPMORGAN CHASE & CO | 2.70 M | $416.58 M | -8.31% | 0.75% |
05/14/2024 | LAZARD ASSET MANAGEMENT LLC | 2.70 M | $416.01 M | -16.52% | 0.75% |
04/30/2024 | VAN ECK ASSOCIATES CORP | 2.64 M | $407.69 M | 18.18% | 0.74% |
04/29/2024 | ALECTA TJANSTEPENSION OMSESIDIGT | 2.59 M | $399.42 M | 0.00% | 0.72% |
05/15/2024 | WELLINGTON MANAGEMENT GROUP LLP | 2.45 M | $377.29 M | 12.49% | 0.68% |
05/14/2024 | INDEPENDENT FRANCHISE PARTNERS LLP | 2.40 M | $369.92 M | -2.38% | 0.67% |
05/14/2024 | NORTHERN TRUST CORP | 2.32 M | $358.21 M | -0.92% | 0.65% |
05/14/2024 | ENSIGN PEAK ADVISORS, INC | 2.29 M | $352.31 M | 14.58% | 0.64% |
05/15/2024 | D. E. SHAW & CO., INC. | 2.24 M | $345.31 M | 6.21% | 0.62% |
04/24/2024 | BROWN ADVISORY INC | 2.11 M | $324.87 M | -2.99% | 0.59% |
05/14/2024 | BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 1.98 M | $304.70 M | -5.78% | 0.55% |
05/15/2024 | TWO SIGMA ADVISERS, LP | 1.95 M | $299.96 M | -18.36% | 0.54% |
07/01/2024 | LEGAL & GENERAL GROUP PLC | 1.92 M | $295.22 M | -0.68% | 0.53% |
05/02/2024 | JENNISON ASSOCIATES LLC | 1.89 M | $291.17 M | 100.00% | 0.53% |
05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 1.87 M | $288.08 M | 9.86% | 0.52% |
05/14/2024 | BANK JULIUS BAER & CO. LTD, ZURICH | 1.85 M | $282.07 M | 694.33% | 0.52% |
05/15/2024 | BANK OF AMERICA CORP /DE/ | 1.82 M | $280.92 M | 24.02% | 0.51% |
05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.74 M | $267.84 M | 49.33% | 0.48% |
04/25/2024 | BANK OF NEW YORK MELLON CORP | 1.68 M | $259.74 M | -14.50% | 0.47% |
05/14/2024 | CAPITAL INTERNATIONAL INVESTORS | 1.64 M | $253.24 M | -64.56% | 0.46% |
05/15/2024 | HOLOCENE ADVISORS, LP | 1.58 M | $244.12 M | 126.87% | 0.44% |
05/06/2024 | BANQUE PICTET & CIE SA | 1.51 M | $232.85 M | -5.06% | 0.42% |
05/02/2024 | NORDEA INVESTMENT MANAGEMENT AB | 1.40 M | $215.74 M | -0.88% | 0.39% |
05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.33 M | $204.50 M | 3.64% | 0.37% |
05/15/2024 | DEUTSCHE BANK AG\ | 1.29 M | $199.09 M | -4.36% | 0.36% |
05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.26 M | $194.11 M | -23.64% | 0.35% |
05/14/2024 | INVESCO LTD. | 1.24 M | $190.97 M | -0.46% | 0.35% |
04/18/2024 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1.17 M | $179.74 M | 79.34% | 0.32% |
05/15/2024 | CITADEL ADVISORS LLC | 1.15 M | $176.89 M | 2.13% | 0.32% |
05/14/2024 | CARMIGNAC GESTION | 1.13 M | $173.85 M | -5.60% | 0.31% |
05/15/2024 | ALYESKA INVESTMENT GROUP, L.P. | 1.11 M | $171.58 M | -11.27% | 0.31% |
05/14/2024 | PICTET ASSET MANAGEMENT HOLDING SA | 992,725 | $152.46 M | 20.47% | 0.28% |
05/15/2024 | BARCLAYS PLC | 962,422 | $148.36 M | 13.77% | 0.27% |
05/14/2024 | RATHBONES GROUP PLC | 958,199 | $147.71 M | 2.43% | 0.27% |
05/13/2024 | LGT CAPITAL PARTNERS LTD. | 951,406 | $146.66 M | -12.63% | 0.26% |
05/13/2024 | UBS GROUP AG | 943,320 | $145.41 M | 21.85% | 0.26% |
05/14/2024 | SCHRODER INVESTMENT MANAGEMENT GROUP | 926,544 | $142.83 M | 11.07% | 0.26% |
05/14/2024 | ALLIANZ ASSET MANAGEMENT GMBH | 904,549 | $139.44 M | -6.75% | 0.25% |
A. During the previous two years, 1553 institutional investors and hedge funds held shares of The Estée Lauder Companies Inc.. The most heavily invested institutionals were:
BEESE FULMER INVESTMENT MANAGEMENT, INC.: 0
First Financial Bank - Trust Division: 0
VANGUARD GROUP INC: 20.69 M
BlackRock Inc.: 14.84 M
STATE STREET CORP: 9.66 M
EDGEWOOD MANAGEMENT LLC: 8 M
A. 55.99% of The Estée Lauder Companies Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 297.09 M shares in the last 24 months. This purchase volume represents approximately $31.62 B in transactions.