The Estée Lauder Companies Inc.
MX ˙ BMV ˙ US5184391044
SecurityMX:EL / The Estée Lauder Companies Inc.
InstitutionIFM Investors Pty Ltd
Latest Disclosed Ownership51,092 shares
Latest Disclosed Value $ 3,666,873
IFM Investors Pty Ltd reports 10.82% increase in ownership of EL / The Estée Lauder Companies Inc.

On April 24, 2026 - IFM Investors Pty Ltd filed a 13F-HR form disclosing ownership of 51,092 shares of The Estée Lauder Companies Inc. (MX:EL) valued at $3,666,873 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 46,102 shares of The Estée Lauder Companies Inc.. This represents a change in shares of 10.82% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-24 2026-03-31 13F LAUDER ESTEE COS CL A 518439104 51,092 4,990 10.82 3,667 91,550.00 0.0306
2026-02-12 2025-12-31 13F LAUDER ESTEE COS CL A 518439104 46,102 1,565 3.51 5 -99.90 0.0403
2025-10-15 2025-09-30 13F LAUDER ESTEE COS CL A 518439104 44,537 1,478 3.43 3,860 10.92 0.0339
2025-07-11 2025-06-30 13F LAUDER ESTEE COS CL A 518439104 43,059 1,980 4.82 3,479 28.33 0.0331
2025-05-21 2025-03-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 41,079 0 0.00 2,711 -11.98 0.0294
2025-04-29 2025-03-31 13F LAUDER ESTEE COS CL A 518439104 44,105 3,026 4,397 0.0425
2025-04-29 2024-12-31 13F LAUDER ESTEE COS CL A 518439104 41,079 -3,026 -6.86 3,080 -29.94 0.0313
2024-10-23 2024-09-30 13F LAUDER ESTEE COS CL A 518439104 44,105 -1,811 -3.94 4,397 -10.01 0.0422
2024-08-15 2024-06-30 13F LAUDER ESTEE COS CL A 518439104 45,916 -1,191 -2.53 4,885 -32.72 0.0495
2024-04-22 2024-03-31 13F LAUDER ESTEE COS CL A 518439104 47,107 1,082 2.35 7,262 120,916.67 0.0792
2024-01-12 2023-12-31 13F LAUDER ESTEE COS CL A 518439104 46,025 -2,193 -4.55 7 -99.91 0.0820
2023-10-26 2023-09-30 13F LAUDER ESTEE COS CL A 518439104 48,218 1,795 3.87 6,970 -23.55 0.0916
2023-07-27 2023-06-30 13F LAUDER ESTEE COS CL A 518439104 46,423 1,016 2.24 9,117 -18.54 0.1194
2023-05-11 2023-03-31 13F LAUDER ESTEE COS CL A 518439104 45,407 1,091 2.46 11,191 1.78 0.1697
2023-02-14 2022-12-31 13F ESTEE LAUDER COS A CL A 518439104 44,316 2,128 5.04 10,995 20.72 0.1846
2022-10-12 2022-09-30 13F LAUDER ESTEE COS CL A 518439104 42,188 358 0.86 9,108 -14.50 0.1655
2022-07-15 2022-06-30 13F LAUDER ESTEE COS CL A 518439104 41,830 5,379 14.76 10,653 7.32 0.1869
2022-05-06 2022-03-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 36,451 5,127 16.37 9,926 -14.40 0.1540
2022-04-13 2022-03-31 13F LAUDER ESTEE COS CL A 518439104 36,451 5,127 9,926 0.1553
2022-01-18 2021-12-31 13F LAUDER ESTEE COS CL A 518439104 31,324 -279 -0.88 11,596 22.33 0.2126
2021-10-13 2021-09-30 13F LAUDER ESTEE COS CL A 518439104 31,603 1,616 5.39 9,479 -0.62 0.1961
2021-07-16 2021-06-30 13F LAUDER ESTEE COS CL A 518439104 29,987 5,515 22.54 9,538 34.00 0.1950
2021-05-05 2021-03-31 13F LAUDER ESTEE COS CL A 518439104 24,472 2,833 13.09 7,118 23.58 0.1904
2021-01-13 2020-12-31 13F LAUDER ESTEE COS CL A 518439104 21,639 3,133 16.93 5,760 42.61 0.1831
2020-10-16 2020-09-30 13F LAUDER ESTEE COS CL A 518439104 18,506 2,170 13.28 4,039 31.05 0.1694
2020-07-13 2020-06-30 13F LAUDER ESTEE COS CL A 518439104 16,336 -5,492 -25.16 3,082 -14.56 0.1585
2020-04-09 2020-03-31 13F LAUDER ESTEE COS CL A 518439104 21,828 -797 -3.52 3,607 -22.81 0.1615
2020-01-13 2019-12-31 13F LAUDER ESTEE COS CL A 518439104 22,625 -985 -4.17 4,673 -0.51 0.1648
2019-11-01 2019-09-30 13F LAUDER ESTEE COS CL A 518439104 23,610 8,159 52.81 4,697 66.03 0.1736
2019-07-16 2019-06-30 13F LAUDER ESTEE COS CL A 518439104 15,451 1,548 11.13 2,829 22.89 0.1607
2019-04-18 2019-03-31 13F LAUDER ESTEE COS CL A 518439104 13,903 912 7.02 2,302 36.21 0.1477
2019-01-23 2018-12-31 13F LAUDER ESTEE COS CL A 518439104 12,991 1,154 9.75 1,690 -1.74 0.1367
2018-10-22 2018-09-30 13F LAUDER ESTEE COS CL A 518439104 11,837 1,642 16.11 1,720 18.21 0.1305
2018-07-09 2018-06-30 13F LAUDER ESTEE COS CL A 518439104 10,195 3,210 45.96 1,455 39.10 0.1374
2018-05-10 2018-03-31 13F LAUDER ESTEE COS CL A 518439104 6,985 726 11.60 1,046 31.41 0.1505
2018-01-29 2017-12-31 13F LAUDER ESTEE COS CL A 518439104 6,259 65 1.05 796 19.16 0.1257
2017-11-15 2017-09-30 13F LAUDER ESTEE COS CL A 518439104 6,194 -58 -0.93 668 11.33 0.1127
2017-11-21 2017-06-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 6,252 1,568 33.48 600 51.13 0.1080
2017-11-21 2017-03-31 13F/A-3 LAUDER ESTEE COS CL A 518439104 4,684 1,833 64.29 397 82.11 0.1004
2017-02-16 2016-12-31 13F LAUDER ESTEE COS CL A 518439104 2,851 2,851 218 0.1027
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.