Also trades as: 0JTM.L (LSE) · $vol 0M
EL Institutional Ownership
The Estée Lauder Companies Inc.
1W: +2.1%
1M: +13.3%
3M: +28.8%
YTD: +1.8%
1Y: +6.4%
3Y: -17.5%
5Y: -62.9%
$108.35
-0.47 (-0.43%)
Weekly Expected Move ±5.0%
$98
$103
$109
$114
$119
Credit Risk of going bust: lower than 52% of companies Debt: 19.1% of company value Bonds: $66.8M held by 136 funds, 64 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.07 (down 98%), The Estée Lauder Companies Inc. would be worth roughly what it owes.
Total debt $9.25B against a stock market value of $39.26B.
Distance to default 5.34 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $3.90B (short-term plus half of long-term), stock volatility 48.1%; Altman Z 3.27. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $2.07 (down 98%), The Estée Lauder Companies Inc. would be worth roughly what it owes.
Total debt $9.25B against a stock market value of $39.26B.
Distance to default 5.34 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $3.90B (short-term plus half of long-term), stock volatility 48.1%; Altman Z 3.27. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — EL
941
Institutional Holders
-60 vs prior quarter
0.0%
Ownership
+0.00pp
$18B
Total Invested
110
New Positions
333
Increased
382
Reduced
99
Closed
0.77
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1072 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 21,249,057 | $2.3B | +7,405,292 | +53.5% | 15Q | SEC ↗ |
| 2 | BlackRock, Inc. | 20,829,012 | $2.3B | +2,283,503 | +12.3% | 8Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 16,155,282 | $1.8B | +82,543 | +0.5% | 2Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 12,382,455 | $1.3B | +237,491 | +2.0% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 11,542,276 | $1.3B | -250,695 | -2.1% | 46Q | SEC ↗ |
| 6 | FMR LLC | 10,645,550 | $1.2B | -7,468,202 | -41.2% | 110Q | SEC ↗ |
| 7 | EAGLE CAPITAL MANAGEMENT LLC | 9,010,180 | $976M | +1,077,579 | +13.6% | 7Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 6,661,809 | $722M | +8,540 | +0.1% | 92Q | SEC ↗ |
| 9 | Invesco Ltd. | 5,859,604 | $635M | +649,563 | +12.5% | 87Q | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 5,819,569 | $631M | -973,587 | -14.3% | 76Q | SEC ↗ |
| 11 | Independent Franchise Partners LLP | 4,941,737 | $535M | -1,686,803 | -25.4% | 12Q | SEC ↗ |
| 12 | SCHRODER INVESTMENT MANAGEMENT GROUP | 3,729,923 | $404M | -4,288,633 | -53.5% | 64Q | SEC ↗ |
| 13 | MORGAN STANLEY | 3,528,886 | $382M | +412,737 | +13.2% | 60Q | SEC ↗ |
| 14 | VAN ECK ASSOCIATES CORP | 3,523,987 | $382M | +19,194 | +0.5% | 15Q | SEC ↗ |
| 15 | Capital World Investors | 3,217,199 | $349M | -856,097 | -21.0% | 7Q | SEC ↗ |
| 16 | Amundi | 2,979,014 | $323M | +1,069,103 | +56.0% | 21Q | SEC ↗ |
| 17 | NORGES BANK NEW | 2,927,691 | $317M | — | +0.0% | 1Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 2,912,750 | $316M | +352,321 | +13.8% | 15Q | SEC ↗ |
| 19 | FRANKLIN RESOURCES INC | 2,661,408 | $288M | -90,241 | -3.3% | 22Q | SEC ↗ |
| 20 | PRICE T ROWE ASSOCIATES INC /MD | 2,529,023 | $274M | -491,439 | -16.3% | 16Q | SEC ↗ |
| 21 | UBS AM, a distinct business unit of UB | 2,519,468 | $273M | +324,894 | +14.8% | 63Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 2,408,222 | $261M | -39,424 | -1.6% | 110Q | SEC ↗ |
| 23 | UBS Group AG | 2,004,253 | $217M | +465,087 | +30.2% | 47Q | SEC ↗ |
| 24 | Legal & General Group Plc | 1,831,203 | $198M | +121,656 | +7.1% | 27Q | SEC ↗ |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,724,102 | $187M | +1,384 | +0.1% | 15Q | SEC ↗ |
| 26 | Sixth Street Partners Management Compa NEW | 1,724,102 | $187M | — | +0.0% | 1Q | SEC ↗ |
| 27 | DIMENSIONAL FUND ADVISORS LP | 1,648,814 | $179M | +456,283 | +38.3% | 102Q | SEC ↗ |
| 28 | AQR CAPITAL MANAGEMENT LLC | 1,603,690 | $174M | +951,856 | +146.0% | 66Q | SEC ↗ |
| 29 | Robeco Institutional Asset Management | 1,439,916 | $156M | -33,407 | -2.3% | 66Q | SEC ↗ |
| 30 | VANGUARD FIDUCIARY TRUST CO | 1,394,894 | $151M | +3,727 | +0.3% | 2Q | SEC ↗ |
| 31 | DEUTSCHE BANK AG | 1,361,492 | $148M | -229,319 | -14.4% | 52Q | SEC ↗ |
| 32 | Alecta Tjanstepension Omsesidigt | 1,325,500 | $144M | +136,900 | +11.5% | 40Q | SEC ↗ |
| 33 | Ensign Peak Advisors, Inc | 1,223,148 | $133M | -273,506 | -18.3% | 27Q | SEC ↗ |
| 34 | ALLIANCEBERNSTEIN L.P. | 1,216,775 | $132M | +947,355 | +351.6% | 63Q | SEC ↗ |
| 35 | Lazard Freres Gestion S.A.S. | 1,138,849 | $123M | +29,584 | +2.7% | 23Q | SEC ↗ |
| 36 | Tidal Investments LLC | 1,137,758 | $123M | +226,888 | +24.9% | 24Q | SEC ↗ |
| 37 | JANE STREET GROUP, LLC | 1,101,396 | $119M | +797,774 | +262.8% | 39Q | SEC ↗ |
| 38 | JPMORGAN CHASE & CO | 1,070,159 | $116M | -333,414 | -23.8% | 103Q | SEC ↗ |
| 39 | Pictet Asset Management Holding SA | 981,668 | $106M | +8,190 | +0.8% | 12Q | SEC ↗ |
| 40 | Nuveen, LLC | 956,661 | $104M | +200,614 | +26.5% | 6Q | SEC ↗ |
| 41 | AMERICAN CENTURY COMPANIES INC | 930,628 | $101M | -56,905 | -5.8% | 15Q | SEC ↗ |
| 42 | LOS ANGELES CAPITAL MANAGEMENT LLC | 891,848 | $97M | +880,851 | +8009.9% | 3Q | SEC ↗ |
| 43 | Qube Research & Technologies Ltd NEW | 864,583 | $94M | — | +0.0% | 1Q | SEC ↗ |
| 44 | CITIGROUP INC | 802,373 | $87M | -187,835 | -19.0% | 110Q | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 763,315 | $83M | +146,193 | +23.7% | 39Q | SEC ↗ |
| 46 | KBC Group NV | 748,225 | $81M | +40,533 | +5.7% | 75Q | SEC ↗ |
| 47 | Point72 Asset Management, L.P. | 725,924 | $79M | +629,878 | +655.8% | 4Q | SEC ↗ |
| 48 | RHUMBLINE ADVISERS | 720,271 | $78M | +212,589 | +41.9% | 96Q | SEC ↗ |
| 49 | EMINENCE CAPITAL, LP NEW | 698,350 | $76M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Swiss National Bank | 697,200 | $76M | -24,300 | -3.4% | 53Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 2,927,691 | $317M |
| Sixth Street Partners Management Co | 1,724,102 | $187M |
| Qube Research & Technologies Ltd | 864,583 | $94M |
| EMINENCE CAPITAL, LP | 698,350 | $76M |
| Varenne Capital Partners | 355,673 | $39M |
| PDT Partners, LLC | 127,247 | $14M |
| Nykredit A/S | 85,497 | $9M |
| ALGERT GLOBAL LLC | 76,403 | $8M |
| IAT REINSURANCE CO LTD. | 75,000 | $8M |
| Strategic Global Advisors, LLC | 61,147 | $7M |
| Y-Intercept (Hong Kong) Ltd | 60,199 | $7M |
| MARSHALL WACE, LLP | 58,067 | $6M |
| Boussard & Gavaudan Investment Mana | 57,824 | $6M |
| Sciencast Management LP | 52,130 | $6M |
| Cinctive Capital Management LP | 46,781 | $5M |
| SMA Capital LLC | 31,508 | $3M |
| Jupiter Topco LLC | 29,758 | $3M |
| FOX RUN MANAGEMENT, L.L.C. | 27,895 | $3M |
| CenterBook Partners LP | 24,692 | $3M |
| BW Gestao de Investimentos Ltda. | 24,519 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 1,400,800 | $152M |
| Capital International Investors | 1,080,468 | $117M |
| Zurich Insurance Group Ltd/FI | 723,005 | $78M |
| Woodline Partners LP | 478,979 | $52M |
| BURKEHILL GLOBAL MANAGEMENT, LP | 450,000 | $49M |
| Mediolanum International Funds Ltd | 407,009 | $44M |
| JENNISON ASSOCIATES LLC | 374,831 | $41M |
| Ilex Capital Partners (UK) LLP | 281,571 | $31M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 260,384 | $28M |
| Fullerton Fund Management Co Ltd. | 216,748 | $23M |
| Holocene Advisors, LP | 206,855 | $22M |
| ZACKS INVESTMENT MANAGEMENT | 145,169 | $16M |
| NS Partners Ltd | 117,704 | $13M |
| Kessler Investment Group, LLC | 101,608 | $11M |
| SEVEN GRAND MANAGERS, LLC | 100,000 | $11M |
| Trexquant Investment LP | 99,044 | $11M |
| Alphadyne Asset Management LP | 83,106 | $9M |
| MASSACHUSETTS FINANCIAL SERVICES CO | 79,195 | $9M |
| OCCUDO QUANTITATIVE STRATEGIES LP | 77,197 | $8M |
| Oliver Luxxe Assets LLC | 69,636 | $8M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +7,405,292 | +53.5% | 21,249,057 |
| BlackRock, Inc. | +2,283,503 | +12.3% | 20,829,012 |
| EAGLE CAPITAL MANAGEMENT LLC | +1,077,579 | +13.6% | 9,010,180 |
| Amundi | +1,069,103 | +56.0% | 2,979,014 |
| AQR CAPITAL MANAGEMENT LLC | +951,856 | +146.0% | 1,603,690 |
| ALLIANCEBERNSTEIN L.P. | +947,355 | +351.6% | 1,216,775 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | +880,851 | +8009.9% | 891,848 |
| JANE STREET GROUP, LLC | +797,774 | +262.8% | 1,101,396 |
| Invesco Ltd. | +649,563 | +12.5% | 5,859,604 |
| Point72 Asset Management, L.P. | +629,878 | +655.8% | 725,924 |
| Interval Partners, LP | +510,867 | +6713.1% | 518,477 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | +467,720 | +867.5% | 521,638 |
| UBS Group AG | +465,087 | +30.2% | 2,004,253 |
| DIMENSIONAL FUND ADVISORS LP | +456,283 | +38.3% | 1,648,814 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | +455,922 | +5960.5% | 463,571 |
| RENAISSANCE TECHNOLOGIES LLC | +418,200 | +1344.7% | 449,300 |
| MORGAN STANLEY | +412,737 | +13.2% | 3,528,886 |
| Assenagon Asset Management S.A. | +388,711 | +1629.2% | 412,570 |
| GOLDMAN SACHS GROUP INC | +352,321 | +13.8% | 2,912,750 |
| UBS AM, a distinct business unit of | +324,894 | +14.8% | 2,519,468 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | -7,468,202 | -41.2% | 10,645,550 |
| SCHRODER INVESTMENT MANAGEMENT GROU | -4,288,633 | -53.5% | 3,729,923 |
| VICTORY CAPITAL MANAGEMENT INC | -3,098,565 | -98.0% | 64,730 |
| DZ BANK AG Deutsche Zentral Genosse | -2,118,220 | -96.9% | 67,680 |
| Independent Franchise Partners LLP | -1,686,803 | -25.4% | 4,941,737 |
| Bank of New York Mellon Corp | -973,587 | -14.3% | 5,819,569 |
| Capital World Investors | -856,097 | -21.0% | 3,217,199 |
| NORDEA INVESTMENT MANAGEMENT AB | -617,192 | -83.8% | 119,364 |
| FEDERATED HERMES, INC. | -607,724 | -71.0% | 248,394 |
| PRICE T ROWE ASSOCIATES INC /MD | -491,439 | -16.3% | 2,529,023 |
| SG Americas Securities, LLC | -461,634 | -55.0% | 377,125 |
| CAMBIAR INVESTORS LLC | -423,979 | -97.5% | 10,707 |
| National Pension Service | -373,124 | -84.7% | 67,466 |
| NOMURA ASSET MANAGEMENT INTERNATION | -354,582 | -76.2% | 110,467 |
| JPMORGAN CHASE & CO | -333,414 | -23.8% | 1,070,159 |
| JUPITER ASSET MANAGEMENT LTD | -328,263 | -84.6% | 59,546 |
| Ensign Peak Advisors, Inc | -273,506 | -18.3% | 1,223,148 |
| CANADA LIFE ASSURANCE Co | -259,373 | -57.3% | 193,235 |
| STATE STREET CORP | -250,695 | -2.1% | 11,542,276 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -235,304 | -28.5% | 590,407 |