雅詩蘭黛公司
MX ˙ BMV ˙ US5184391044
SecurityMX:EL / The Estée Lauder Companies Inc.
InstitutionJacobs Levy Equity Management, Inc
Latest Disclosed Ownership263,068 shares
Latest Disclosed Value $ 18,880,390
Jacobs Levy Equity Management, Inc reports 428.08% increase in ownership of EL / The Estée Lauder Companies Inc.

On May 15, 2026 - Jacobs Levy Equity Management, Inc filed a 13F-HR form disclosing ownership of 263,068 shares of The Estée Lauder Companies Inc. (MX:EL) valued at $18,880,390 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 49,816 shares of The Estée Lauder Companies Inc.. This represents a change in shares of 428.08% 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 263,068 213,252 428.08 18,880 261.96 0.0794
2026-02-13 2025-12-31 13F LAUDER ESTEE COS CL A 518439104 49,816 24,801 99.14 5,217 136.66 0.0201
2025-11-17 2025-09-30 13F LAUDER ESTEE COS CL A 518439104 25,015 -43,190 -63.32 2,204 -60.00 0.0088
2025-08-14 2025-06-30 13F LAUDER ESTEE COS CL A 518439104 68,205 34,003 99.42 5,511 144.13 0.0216
2025-05-15 2025-03-31 13F LAUDER ESTEE COS CL A 518439104 34,202 34,202 2,257 0.0090
2025-02-14 2024-12-31 13F LAUDER ESTEE COS CL A 518439104 0 -61,927 -100.00 0 -100.00
2024-11-14 2024-09-30 13F LAUDER ESTEE COS CL A 518439104 61,927 -252,797 -80.32 6,174 -81.57 0.0238
2024-08-14 2024-06-30 13F LAUDER ESTEE COS CL A 518439104 314,724 8,117 2.65 33,487 -29.15 0.1385
2024-05-15 2024-03-31 13F LAUDER ESTEE COS CL A 518439104 306,607 286,115 1,396.23 47,263 1,477.54 0.2112
2024-02-14 2023-12-31 13F LAUDER ESTEE COS CL A 518439104 20,492 16,708 441.54 2,997 448.72 0.0151
2023-11-17 2023-09-30 13F LAUDER ESTEE COS CL A 518439104 3,784 3,784 547 0.0032
2023-02-14 2022-12-31 13F LAUDER ESTEE COS CL A 518439104 0 -27,139 -100.00 0 -100.00
2022-11-15 2022-09-30 13F LAUDER ESTEE COS CL A 518439104 27,139 27,139 5,859 0.0463
2019-11-14 2019-09-30 13F LAUDER ESTEE COS CL A 518439104 0 -46,424 -100.00 0 -100.00
2019-08-13 2019-06-30 13F LAUDER ESTEE COS CL A 518439104 46,424 46,424 8,501 0.1176
2018-08-14 2018-06-30 13F LAUDER ESTEE COS CL A 518439104 0 -14,910 -100.00 0 -100.00
2018-05-15 2018-03-31 13F LAUDER ESTEE COS CL A 518439104 14,910 14,910 2,232 0.0371
2017-11-14 2017-09-30 13F LAUDER ESTEE COS CL A 518439104 0 -17,000 -100.00 0 -100.00
2017-11-09 2017-06-30 13F/A-1 LAUDER ESTEE COS COM 518439104 17,000 -55,700 -76.62 1,632 -73.52 0.0349
2017-08-14 2017-06-30 13F LAUDER ESTEE COS CL A 518439104 17,000 -55,700 1,632
2017-05-12 2017-03-31 13F LAUDER ESTEE COS COM 518439104 72,700 25,910 55.38 6,164 72.23 0.1246
2017-02-14 2016-12-31 13F LAUDER ESTEE COS COM 518439104 46,790 -63,410 -57.54 3,579 -63.33 0.0691
2016-11-14 2016-09-30 13F LAUDER ESTEE COS COM 518439104 110,200 -1,430 -1.28 9,759 -3.96 0.1743
2016-08-15 2016-06-30 13F LAUDER ESTEE COS COM 518439104 111,630 111,630 0.00 10,161 0.2104
2014-11-14 2014-09-30 13F LAUDER ESTEE COS COM 518439104 0 -354,469 -100.00 0 -100.00
2014-08-14 2014-06-30 13F LAUDER ESTEE COS COM 518439104 354,469 -6,050 -1.68 26,323 9.17 0.4357
2014-05-15 2014-03-31 13F ESTEE LAUDER COS COM 518439104 360,519 115,279 47.01 24,112 30.54 0.4039
2014-02-14 2013-12-31 13F ESTEE LAUDER COS COM 518439104 245,240 67,630 38.08 18,471 48.78 0.2775
2013-11-14 2013-09-30 13F LAUDER ESTEE COS CL A 518439104 177,610 -1,130 -0.63 12,415 5.61 0.2103
2013-08-14 2013-06-30 13F LAUDER ESTEE COS CL A 518439104 178,740 178,740 11,756 0.2077
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.