The largest holder of Estée Lauder Companies stock is Merrill Lynch International, with 21.2 million shares (8.59% of the company), worth about $2.17 billion as of September 25, 2026. The 10 largest holders together own 46.4%.
In Q2 2026, 901 institutional holdings reports listed 257.0 million shares worth $18.50 billion, up 11.7% in shares from Q1 2026.
Insiders reported 51 transactions in the last two years: 13 sales worth $1.28 billion and 7 purchases. The newest one on file is from February 27, 2026 (De La Faverie Stephane, Chief Executive Officer).
Major holders as of September 25, 2026; quarterly totals from institutional holdings reports (latest Q2 2026); insider transactions on file through February 27, 2026.

2026Q2
| Holder | Shares | % of company | Value |
|---|---|---|---|
| Merrill Lynch International | 21.2 million | 8.59% | $2.2B |
| Vanguard Capital Management LLC | 16.2 million | 6.53% | $1.7B |
| BlackRock Advisors LLC | 15.4 million | 6.25% | $1.6B |
| Vanguard Portfolio Management LLC | 12.4 million | 5.01% | $1.3B |
| State Street Corporation | 11.5 million | 4.67% | $1.2B |
| Fidelity Management & Research Co. LLC | 10.6 million | 4.30% | $1.1B |
| Eagle Capital Management LLC | 9.0 million | 3.64% | $922.0M |
| Geode Capital Management LLC | 6.7 million | 2.69% | $682.0M |
| Invesco Advisers, Inc. | 5.9 million | 2.37% | $599.0M |
| BNY Mellon Investment Adviser, Inc. | 5.8 million | 2.35% | $595.0M |
As of September 25, 2026.
| Quarter | Reports | Shares | Value |
|---|---|---|---|
| Q2 2026 | 901 | 257.0 million | $18.5B |
| Q1 2026 | 913 | 230.0 million | $16.5B |
| Q4 2025 | 961 | 235.0 million | $24.1B |
| Q3 2025 | 911 | 220.0 million | $19.4B |
| Q2 2025 | 891 | 221.0 million | $17.9B |
| Q1 2025 | 873 | 216.0 million | $14.2B |
| Q4 2024 | 930 | 212.0 million | $15.9B |
| Q3 2024 | 1,002 | 206.0 million | $20.4B |
Shares and value held by institutions that file quarterly holdings reports (options not included).
| Insider | Date | Title | Transaction | Value |
|---|---|---|---|---|
| De La Faverie Stephane | Feb 27, 2026 | Chief Executive Officer | -- | – |
| Shrivastava Akhil | Feb 27, 2026 | Chief Financial Officer | -- | – |
| Lauder Jane A | Nov 26, 2025 | Director and Beneficial Owner of more than 10% of a Class of Security | Conversion of Exercise of derivative security at price 89.47 per share. | $1.6M |
| La Lande Rashida K | Nov 26, 2025 | General Counsel | Sale at price 94.45 per share. | $151,498 |
| Lauder Jane A | Nov 26, 2025 | Director and Beneficial Owner of more than 10% of a Class of Security | Sale at price 94.38 per share. | $1.7M |
| Webster Meridith P | Nov 18, 2025 | Officer | Sale at price 87.84 per share. | $476,971 |
| Sternlicht Barry S | Nov 11, 2025 | Director | Conversion of Exercise of derivative security at price 84.35 per share. | $335,038 |
| Sternlicht Barry S | Nov 11, 2025 | Director | Sale at price 91.83 per share. | $364,749 |
| Leonard A Lauder 2013 Revocable Trust | Nov 6, 2025 | Beneficial Owner of more than 10% of a Class of Security | Sale at price 89.70 per share. | $249.9M |
| Lal 2015 Elf Trust | Nov 6, 2025 | Trustee | Sale at price 89.70 per share. | $508.6M |
| Evelyn H. Lauder 2012 Marital Trust Two | Nov 6, 2025 | Trustee | Sale at price 89.70 per share. | $255.2M |
| Evelyn H. Lauder 2012 Marital Trust Two | Nov 6, 2025 | Beneficial Owner of more than 10% of a Class of Security | Sale at price 89.70 per share. | $255.2M |
Newest 12 of 51 insider transactions in the last two years.
Merrill Lynch International, with 8.59% of the company (as of September 25, 2026). Next: Vanguard Capital Management LLC (6.53%) and BlackRock Advisors LLC (6.25%).
901 institutional holdings reports listed Estée Lauder Companies shares in Q2 2026, 257.0 million shares in all worth $18.50 billion.
In the last two years insiders reported 13 sales and 7 purchases (51 transactions in all); the newest on file is from February 27, 2026.