The Estée Lauder Companies Inc.
MX ˙ BMV ˙ US5184391044
SecurityMX:EL / The Estée Lauder Companies Inc.
InstitutionToroso Investments, LLC
Latest Disclosed Ownership910,870 shares
Latest Disclosed Value $ 62,094,767
Toroso Investments, LLC reports 2,463.09% increase in ownership of EL / The Estée Lauder Companies Inc.

On May 15, 2026 - Toroso Investments, LLC filed a 13F-HR form disclosing ownership of 910,870 shares of The Estée Lauder Companies Inc. (MX:EL) valued at $62,094,767 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 35,538 shares of The Estée Lauder Companies Inc.. This represents a change in shares of 2,463.09% 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)
2026-05-15 2026-03-31 13F LAUDER ESTEE COS CL A 518439104 910,870 875,332 2,463.09 62,095 1,568.74 0.0980
2026-02-13 2025-12-31 13F LAUDER ESTEE COS CL A 518439104 35,538 3,072 9.46 3,722 30.10 0.0088
2025-11-14 2025-09-30 13F LAUDER ESTEE COS CL A 518439104 32,466 -15,078 -31.71 2,861 -25.54 0.0057
2025-08-14 2025-06-30 13F LAUDER ESTEE COS CL A 518439104 47,544 20,570 76.26 3,842 115.79 0.0231
2025-05-14 2025-03-31 13F LAUDER ESTEE COS CL A 518439104 26,974 -4,097 -13.19 1,780 -23.57 0.0145
2025-02-14 2024-12-31 13F LAUDER ESTEE COS CL A 518439104 31,071 2,356 8.20 2,330 -18.62 0.0183
2024-11-25 2024-09-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 28,715 5,803 25.33 2,863 17.44 0.0303
2024-11-14 2024-09-30 13F LAUDER ESTEE COS CL A 518439104 28,715 5,803 2,863 0.0196
2024-08-14 2024-06-30 13F LAUDER ESTEE COS CL A 518439104 22,912 4,272 22.92 2,438 -15.18 0.0328
2024-05-16 2024-03-31 13F LAUDER ESTEE COS CL A 518439104 18,640 3,910 26.54 2,873 33.38 0.0474
2024-02-15 2023-12-31 13F LAUDER ESTEE COS CL A 518439104 14,730 3,758 34.25 2,154 35.81 0.0501
2023-11-15 2023-09-30 13F LAUDER ESTEE COS CL A 518439104 10,972 3,392 44.75 1,586 158,500.00 0.0482
2023-08-14 2023-06-30 13F LAUDER ESTEE COS CL A 518439104 7,580 -78 -1.02 1 0.00 0.0438
2023-05-23 2023-03-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 7,658 -1,677 -17.96 2 -99.96 0.0621
2023-05-15 2023-03-31 13F LAUDER ESTEE COS CL A 518439104 7,658 -1,677 2 0.0670
2023-02-15 2022-12-31 13F LAUDER ESTEE COS CL A 518439104 9,335 3,709 65.93 2,316 90.62 0.0890
2022-11-23 2022-09-30 13F LAUDER ESTEE COS CL A 518439104 5,626 259 4.83 1,215 -11.12 0.0505
2022-08-15 2022-06-30 13F LAUDER ESTEE COS CL A 518439104 5,367 647 13.71 1,367 6.38 0.0501
2022-05-20 2022-03-31 13F LAUDER ESTEE COS CL A 518439104 4,720 530 12.65 1,285 -17.15 0.0383
2022-02-16 2021-12-31 13F LAUDER ESTEE COS CL A 518439104 4,190 846 25.30 1,551 54.64 0.0475
2021-11-15 2021-09-30 13F LAUDER ESTEE COS CL A 518439104 3,344 532 18.92 1,003 12.19 0.0375
2021-08-13 2021-06-30 13F LAUDER ESTEE COS CL A 518439104 2,812 1,072 61.61 894 76.68 0.0349
2021-05-17 2021-03-31 13F LAUDER ESTEE COS CL A 518439104 1,740 363 26.36 506 37.87 0.0237
2021-02-16 2020-12-31 13F LAUDER ESTEE COS CL A 518439104 1,377 246 21.75 367 48.58 0.0254
2020-11-16 2020-09-30 13F LAUDER ESTEE COS CL A 518439104 1,131 1,131 247 0.0330
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.