The Estée Lauder Companies Inc.
MX ˙ BMV ˙ US5184391044
SecurityMX:EL / The Estée Lauder Companies Inc.
InstitutionComerica Bank
Latest Disclosed Ownership27,470 shares
Latest Disclosed Value $ 2,876,695
Comerica Bank reports 5.53% decrease in ownership of EL / The Estée Lauder Companies Inc.

On January 29, 2026 - Comerica Bank filed a 13F-HR form disclosing ownership of 27,470 shares of The Estée Lauder Companies Inc. (MX:EL) valued at $2,876,695 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 29,079 shares of The Estée Lauder Companies Inc.. This represents a change in shares of -5.53% 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)
2026-01-29 2025-12-31 13F LAUDER ESTEE COS CL A 518439104 27,470 -1,609 -5.53 2,877 12.26 0.0115
2025-11-14 2025-09-30 13F LAUDER ESTEE COS CL A 518439104 29,079 -2,500 -7.92 2,562 0.43 0.0096
2025-08-14 2025-06-30 13F LAUDER ESTEE COS CL A 518439104 31,579 -1,406 -4.26 2,552 17.23 0.0099
2025-05-14 2025-03-31 13F LAUDER ESTEE COS CL A 518439104 32,985 -629 -1.87 2,177 -13.65 0.0091
2025-02-14 2024-12-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 33,614 -5,340 -13.71 2,520 -35.10 0.0102
2025-02-14 2024-12-31 13F LAUDER ESTEE COS CL A 518439104 33,614 -5,340 2,520 0.0084
2024-11-14 2024-09-30 13F LAUDER ESTEE COS CL A 518439104 38,954 -21,043 -35.07 3,883 -39.17 0.0154
2024-08-15 2024-06-30 13F ESTEE LAUDER COMPANIES COMMON 518439104 59,997 -3,419 -5.39 6,384 -34.70 0.0266
2024-05-16 2024-03-31 13F ESTEE LAUDER COMPANIES COMMON 518439104 63,416 3,533 5.90 9,775 11.62 0.0421
2024-02-14 2023-12-31 13F ESTEE LAUDER COMPANIES COMMON 518439104 59,883 -16,395 -21.49 8,758 -20.58 0.0403
2023-11-21 2023-09-30 13F LAUDER ESTEE COS COMMON 518439104 76,278 -156,439 -67.22 11,026 0.0574
2023-08-22 2023-06-30 13F ESTEE LAUDER COMPANIES EQU 518439104 232,717 181,253 352.19 0 -100.00 0.0062
2023-01-26 2022-12-31 13F ESTEE LAUDER COMPANIES COM 518439104 51,464 5,143 11.10 14 -99.86 0.1068
2022-10-28 2022-09-30 13F ESTEE LAUDER COMPANIES COM 518439104 46,321 747 1.64 9,115 -21.69 0.0768
2022-08-02 2022-06-30 13F ESTEE LAUDER COMPANIES COM 518439104 45,574 -544 -1.18 11,639 -9.30 0.0956
2022-04-27 2022-03-31 13F ESTEE LAUDER COMPANIES COM 518439104 46,118 -2,351 -4.85 12,833 -10.01 0.0931
2022-02-18 2021-12-31 13F ESTEE LAUDER COMPANIES COM 518439104 48,469 -1,307 -2.63 14,260 -12.56 0.1050
2021-11-22 2021-09-30 13F ESTEE LAUDER COMPANIES COM 518439104 49,776 -10,215 -17.03 16,309 -16.96 0.0982
2021-08-26 2021-06-30 13F ESTEE LAUDER COMPANIES COM 518439104 59,991 -1,371 -2.23 19,641 2.01 0.1173
2021-04-28 2021-03-31 13F ESTEE LAUDER COMPANIES COM 518439104 61,362 -2,122 -3.34 19,254 21.40 0.1148
2021-01-28 2020-12-31 13F ESTEE LAUDER COMPANIES COM 518439104 63,484 -4,579 -6.73 15,860 -0.94 0.1006
2020-10-30 2020-09-30 13F ESTEE LAUDER COMPANIES COM 518439104 68,063 788 1.17 16,010 21.68 0.1162
2020-07-31 2020-06-30 13F ESTEE LAUDER COMPANIES COM 518439104 67,275 -57,445 -46.06 13,157 -36.57 0.1014
2020-05-01 2020-03-31 13F ESTEE LAUDER COMPANIES COM 518439104 124,720 -2,438 -1.92 20,743 -17.89 0.1903
2020-02-07 2019-12-31 13F ESTEE LAUDER CAMPANIES COM 518439104 127,158 -4,493 -3.41 25,262 2.30 0.1914
2019-10-31 2019-09-30 13F ESTEE LAUDER CAMPANIES COM 518439104 131,651 -9,601 -6.80 24,695 -7.85 0.1952
2019-08-02 2019-06-30 13F ESTEE LAUDER CAMPANIES COM 518439104 141,252 -19,112 -11.92 26,799 0.36 0.2146
2019-05-02 2019-03-31 13F ESTEE LAUDER CAMPANIES COM 518439104 160,364 -9,620 -5.66 26,704 20.48 0.2165
2019-02-06 2018-12-31 13F ESTEE LAUDER CAMPANIES COM 518439104 169,984 95,157 127.17 22,165 136.43 0.1883
2018-11-01 2018-09-30 13F ESTEE LAUDER CAMPANIES COM 518439104 74,827 -12,053 -13.87 9,375 -24.12 0.0756
2018-08-01 2018-06-30 13F ESTEE LAUDER CAMPANIES COM 518439104 86,880 -5,027 -5.47 12,355 -11.46 0.0864
2018-05-01 2018-03-31 13F ESTEE LAUDER CAMPANIES COM 518439104 91,907 -4,440 -4.61 13,954 6.30 0.0997
2018-02-02 2017-12-31 13F ESTEE LAUDER CAMPANIES COM 518439104 96,347 -15,683 -14.00 13,127 5.70 0.0875
2017-11-06 2017-09-30 13F ESTEE LAUDER CAMPANIES COM 518439104 112,030 14,126 14.43 12,419 29.78 0.0899
2017-08-03 2017-06-30 13F ESTEE LAUDER CAMPANIES COM 518439104 97,904 -25,096 -20.40 9,569 -11.01 0.0716
2017-05-03 2017-03-31 13F ESTEE LAUDER CAMPANIES COM 518439104 123,000 18,531 17.74 10,753 30.62 0.0816
2017-02-08 2016-12-31 13F ESTEE LAUDER CAMPANIES COM 518439104 104,469 -2,559 -2.39 8,232 -17.60 0.0651
2016-08-11 2016-06-30 13F ESTEE LAUDER CAMPANIES COM 518439104 107,028 -3,418 -3.09 9,990 -4.74 0.0863
2016-05-11 2016-03-31 13F ESTEE LAUDER CAMPANIES COM 518439104 110,446 -6,244 -5.35 10,487 8.50 0.0936
2016-02-05 2015-12-31 13F ESTEE LAUDER CAMPANIES COM 518439104 116,690 -5,846 -4.77 9,665 -2.24 0.0948
2015-11-12 2015-09-30 13F ESTEE LAUDER CAMPANIES COM 518439104 122,536 -111,334 -47.61 9,886 -51.22 0.0936
2015-08-13 2015-06-30 13F LAUDER ESTEE COS COM 518439104 233,870 113,276 93.93 20,266 102.09 0.0870
2015-05-15 2015-03-31 13F LAUDER ESTEE COS COM 518439104 120,594 -122,212 -50.33 10,028 -45.80 0.0849
2015-02-13 2014-12-31 13F LAUDER ESTEE COS COM 518439104 242,806 117,894 94.38 18,502 98.22 0.0800
2014-10-21 2014-09-30 13F LAUDER ESTEE COS COM 518439104 124,912 -10,673 -7.87 9,334 -7.30 0.0824
2014-08-12 2014-06-30 13F LAUDER ESTEE COS COM 518439104 135,585 -15,813 -10.44 10,069 -0.55 0.0856
2014-05-15 2014-03-31 13F LAUDER ESTEE COS COM 518439104 151,398 2,221 1.49 10,125 -9.89 0.0776
2014-02-11 2013-12-31 13F LAUDER ESTEE COS COM 518439104 149,177 -13,831 -8.48 11,236 -1.39 0.0871
2013-11-12 2013-09-30 13F LAUDER ESTEE COS COM 518439104 163,008 16,284 11.10 11,394 18.07 0.0793
2013-08-13 2013-06-30 13F/A-1 LAUDER ESTEE COS COM 518439104 146,724 146,724 9,650 0.0787
2013-08-08 2013-06-30 13F LAUDER ESTEE COS COM 518439104 1,118,472 73,564
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.