The Estée Lauder Companies Inc.
MX ˙ BMV ˙ US5184391044
SecurityMX:EL / The Estée Lauder Companies Inc.
InstitutionRobeco Institutional Asset Management B.V.
Latest Disclosed Ownership1,473,323 shares
Latest Disclosed Value $ 105,740,390
Robeco Institutional Asset Management B.V. reports 13.26% decrease in ownership of EL / The Estée Lauder Companies Inc.

On April 21, 2026 - Robeco Institutional Asset Management B.V. filed a 13F-HR form disclosing ownership of 1,473,323 shares of The Estée Lauder Companies Inc. (MX:EL) valued at $105,740,390 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,698,627 shares of The Estée Lauder Companies Inc.. This represents a change in shares of -13.26% 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.

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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)
2026-04-21 2026-03-31 13F LAUDER ESTEE COS CL A 518439104 1,473,323 -225,304 -13.26 105,740 -40.56 0.1507
2026-01-23 2025-12-31 13F LAUDER ESTEE COS CL A 518439104 1,698,627 450,164 36.06 177,880 61.69 0.2533
2025-10-22 2025-09-30 13F LAUDER ESTEE COS CL A 518439104 1,248,463 23,768 1.94 110,015 11.18 0.1594
2025-07-18 2025-06-30 13F LAUDER ESTEE COS CL A 518439104 1,224,695 1,152,669 1,600.35 98,955 1,981.95 0.1600
2025-04-23 2025-03-31 13F LAUDER ESTEE COS CL A 518439104 72,026 24,516 51.60 4,754 33.44 0.0092
2025-01-23 2024-12-31 13F LAUDER ESTEE COS CL A 518439104 47,510 -15,713 -24.85 3,562 -43.48 0.0068
2024-10-29 2024-09-30 13F LAUDER ESTEE COS CL A 518439104 63,223 10,165 19.16 6,303 11.64 0.0125
2024-07-23 2024-06-30 13F LAUDER ESTEE COS CL A 518439104 53,058 -678,433 -92.75 5,645 -94.99 0.0121
2024-04-24 2024-03-31 13F LAUDER ESTEE COS CL A 518439104 731,491 177,949 32.15 112,759 39.29 0.2450
2024-02-14 2023-12-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 553,542 521,238 1,613.54 80,956 1,633.88 0.1963
2024-02-08 2023-12-31 13F LAUDER ESTEE COS CL A 518439104 399,807 367,503 554 0.1037
2023-10-24 2023-09-30 13F LAUDER ESTEE COS CL A 518439104 32,304 -499,198 -93.92 4,670 -95.53 0.0125
2023-07-24 2023-06-30 13F LAUDER ESTEE COS CL A 518439104 531,502 76,080 16.71 104,376 -7.01 0.2737
2023-05-04 2023-03-31 13F LAUDER ESTEE COS CL A 518439104 455,422 2,175 0.48 112,243 -0.19 0.3060
2023-02-07 2022-12-31 13F LAUDER ESTEE COS CL A 518439104 453,247 -249,088 -35.47 112,455 -25.84 0.3241
2022-12-01 2022-09-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 702,335 135,902 23.99 151,635 5.12 0.4900
2022-10-27 2022-09-30 13F LAUDER ESTEE COS CL A 518439104 702,335 135,902 151,635 0.4834
2022-12-01 2022-06-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 566,433 -18,921 -3.23 144,254 -9.51 0.4482
2022-07-27 2022-06-30 13F LAUDER ESTEE COS CL A 518439104 566,433 -18,921 144,254 0.4419
2022-12-01 2022-03-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 585,354 -235,709 -28.71 159,406 -47.56 0.3755
2022-04-26 2022-03-31 13F LAUDER ESTEE COS CL A 518439104 585,354 -235,709 159,406 0.3710
2022-12-01 2021-12-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 821,063 80,214 10.83 303,955 36.79 0.6469
2022-01-31 2021-12-31 13F LAUDER ESTEE COS CL A 518439104 821,063 80,214 303,955 0.6388
2022-12-01 2021-09-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 740,849 -15,330 -2.03 222,203 -7.62 0.4926
2021-10-20 2021-09-30 13F LAUDER ESTEE COS CL A 518439104 740,849 -15,330 222,203 0.4863
2022-12-01 2021-06-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 756,179 118,886 18.65 240,526 29.76 0.5332
2021-07-28 2021-06-30 13F LAUDER ESTEE COS CL A 518439104 756,179 118,886 240,526 0.5259
2022-12-01 2021-03-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 637,293 34,154 5.66 185,358 15.45 0.4568
2021-04-23 2021-03-31 13F LAUDER ESTEE COS CL A 518439104 637,293 34,154 185,358 0.4504
2022-12-01 2020-12-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 603,139 190,946 46.32 160,551 78.47 0.4219
2021-01-28 2020-12-31 13F LAUDER ESTEE COS CL A 518439104 603,139 190,946 160,551 0.4168
2021-01-19 2020-09-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 412,193 -31,005 -7.00 89,962 7.58 0.2781
2020-10-29 2020-09-30 13F LAUDER ESTEE COS CL A 518439104 412,193 -31,005 89,962 277,831.9350
2021-01-19 2020-06-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 443,198 35,029 8.58 83,622 28.57 0.2840
2020-07-20 2020-06-30 13F LAUDER ESTEE COS CL A 518439104 443,198 35,029 83,622 283,744.3615
2021-01-19 2020-03-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 408,169 -31,401 -7.14 65,038 -28.36 0.2609
2020-04-30 2020-03-31 13F LAUDER ESTEE COS CL A 518439104 408,169 -31,401 65,038 260,686.9714
2021-01-19 2019-12-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 439,570 -119,174 -21.33 90,789 -18.33 0.2907
2020-02-06 2019-12-31 13F LAUDER ESTEE COS CL A 518439104 439,570 -119,174 90,789 290,381.6349
2021-01-19 2019-09-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 558,744 -9,867 -1.74 111,162 6.77 0.3924
2019-10-17 2019-09-30 13F LAUDER ESTEE COS CL A 518439104 558,744 -9,867 111,162 391,891.7656
2021-01-19 2019-06-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 568,611 79,963 16.36 104,115 28.70 0.3677
2019-07-19 2019-06-30 13F LAUDER ESTEE COS CL A 518439104 568,611 79,963 104,115 367,136.7232
2021-01-19 2019-03-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 488,648 34,763 7.66 80,896 37.03 0.2975
2019-05-02 2019-03-31 13F LAUDER ESTEE COS CL A 518439104 488,648 34,763 80,896 297,021.3345
2021-01-19 2018-12-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 453,885 10,352 2.33 59,034 -8.41 0.2651
2019-02-08 2018-12-31 13F LAUDER ESTEE COS CL A 518439104 453,885 10,352 59,034 264,616.9795
2021-01-19 2018-09-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 443,533 -181,324 -29.02 64,455 -27.71 0.2553
2018-10-25 2018-09-30 13F LAUDER ESTEE COS CL A 518439104 443,343 -181,514 64,427
2021-01-19 2018-06-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 624,857 223,301 55.61 89,160 48.30 0.4061
2018-08-03 2018-06-30 13F LAUDER ESTEE COS CL A 518439104 624,857 223,301 89,160
2021-01-19 2018-03-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 401,556 27,943 7.48 60,120 26.46 0.2821
2018-05-07 2018-03-31 13F LAUDER ESTEE COS CL A 518439104 401,556 27,943 60,120 281,153.1169
2021-01-19 2017-12-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 373,613 -337,350 -47.45 47,539 -38.00 0.2463
2018-01-25 2017-12-31 13F LAUDER ESTEE COS CL A 518439104 373,613 -337,350 47,539
2021-01-19 2017-09-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 710,963 41,935 6.27 76,673 19.40 0.4761
2017-10-17 2017-09-30 13F LAUDER ESTEE COS CL A 518439104 710,963 41,935 76,673 475,016.1327
2021-01-19 2017-06-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 669,028 -6,484 -0.96 64,213 12.11 0.4136
2017-08-07 2017-06-30 13F LAUDER ESTEE COS CL A 518439104 669,028 -6,484 64,213 418,078.3449
2021-01-19 2017-03-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 675,512 3,234 0.48 57,277 11.38 0.3814
2017-05-15 2017-03-31 13F LAUDER ESTEE COS CL A 518439104 675,512 3,234 57,277 380,430.3751
2017-02-09 2016-12-31 13F LAUDER ESTEE COS CL A 518439104 672,278 -229,534 -25.45 51,423 -35.61 0.4023
2016-11-07 2016-09-30 13F LAUDER ESTEE COS CL A 518439104 901,812 30,547 3.51 79,865 0.71 0.5903
2016-07-22 2016-06-30 13F LAUDER ESTEE COS CL A 518439104 871,265 6,610 0.76 79,300 -2.75 0.6013
2016-05-16 2016-03-31 13F LAUDER ESTEE COS CL A 518439104 864,655 -49,227 -5.39 81,546 1.33 0.6542
2016-02-08 2015-12-31 13F LAUDER ESTEE COS CL A 518439104 913,882 41,717 4.78 80,476 14.37 0.6882
2015-11-12 2015-09-30 13F LAUDER ESTEE COS CL A 518439104 872,165 540,330 162.83 70,366 144.69 0.5360
2015-08-17 2015-06-30 13F LAUDER ESTEE COS CL A 518439104 331,835 15,000 4.73 28,757 9.14 0.2183
2015-04-24 2015-03-31 13F LAUDER ESTEE COS CL A 518439104 316,835 -49,137 -13.43 26,348 -5.52 0.1981
2015-02-12 2014-12-31 13F LAUDER ESTEE COS CL A 518439104 365,972 42,956 13.30 27,887 15.54 0.2000
2014-11-10 2014-09-30 13F LAUDER ESTEE COS CL A 518439104 323,016 0 0.00 24,136 0.62 0.1724
2014-08-13 2014-06-30 13F LAUDER ESTEE COS CL A 518439104 323,016 1,587 0.49 23,987 11.58 0.1716
2014-05-07 2014-03-31 13F LAUDER ESTEE COS CL A 518439104 321,429 15,000 4.90 21,497 -6.86 0.1649
2014-02-04 2013-12-31 13F LAUDER ESTEE COS CL A 518439104 306,429 22,500 7.92 23,081 16.29 0.1918
2013-11-12 2013-09-30 13F LAUDER ESTEE COS CL A 518439104 283,929 67,500 31.19 19,847 39.42 0.1928
2013-08-27 2013-06-30 13F Estee Lauder Cos COM 518439104 216,429 216,429 14,235 0.1440
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.