The Estee Lauder Companies Inc.: 5%+ holders

The Estee Lauder Companies Inc. has 20 Schedule 13D or 13G filings on record since 2025-08-13. 7 holders' latest filing reports 5% or more of class a common stock par value $.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

Purpose of Transaction (Item 4)

Roaring Fork Trust Company, Inc.

On November 4, 2025, ELF and MT2 entered into an Underwriting Agreement ("Underwriting Agreement") with J.P. Morgan Securities LLC (the "Underwriter"), the Issuer, and another selling stockholder pursuant to which ELF and MT2 agreed to sell 5,670,000 shares and 2,845,283 shares, respectively, of Class A Common Stock to the Underwriter at a price of $89.70 per share, in a registered public offering, subject to the terms and conditions of such agreement. The closing of the transaction occurred on November 6, 2025. In connection with the Underwriting Agreement, also on November 4, 2025, each of ELF and MT2 entered into a Lock-up Agreement ("Lock-up Agreement") with the Underwriter, pursuant to which each agreed, with limited exceptions, for a period of 90 days after November 4, 2025, not to, among other things, offer, pledge, sell, or otherwise transfer or dispose of any shares of Class A Common Stock or securities convertible into Class A Common Stock, without the prior consent of the Underwriter. ELF and MT2 intend to use the proceeds from the underwritten sale to satisfy certain estate tax obligations arising as a result of LAL's death and for expenses of trust administration, and may temporarily invest amounts not immediately needed for these purposes. The information set forth in Item 5(c) and Exhibit 99.1 of this Schedule 13D is hereby incorporated herein by reference.Item 4 of the SCHEDULE 13D filed 2025-11-06

Aerin Lauder

The information set forth in Item 6 hereof is incorporated by reference herein.Item 4 of the SCHEDULE 13D/A filed 2026-05-28

Trust Under Article 2 of The Zinterhofer 2008 Descendants Trust Agreement

The Share Transaction was for investment purposes. In compliance with the requirements of the Stockholders' Agreement, in connection with the Share Transaction, Aerin Lauder Zinterhofer, in her capacity as trustee of the 2008 Descendants Trust, became party to the Stockholders' Agreement. On September 16, 2026, ELZ became a trustee of the 2008 Descendants Trust (the "Trustee Appointment"), and, in compliance with the requirements of the Stockholders' Agreement, became party to the Stockholders' Agreement, in his capacity as trustee of the 2008 Descendants Trust. By virtue of the Trustees, in their capacity as trustees of the 2008 Descendants Trust, becoming party to the Stockholders' Agreement, the Reporting Persons and the Trustees may be deemed members of a group for purposes of Section 13(d)(3) of the Securities Exchange Act of 1934. The Reporting Persons do not currently have any plans or proposals of the type set forth in paragraphs (a) through (j) of Item 4 of Schedule 13D. However, each Reporting Person reserves the right to change his or its plans at any time, as such Reporting Person deems appropriate, and accordingly the Reporting Persons may acquire additional shares of Class B Common Stock in private transactions or additional shares of Class A Common Stock in open market transactions, in each case for investment purposes, and may dispose of shares of Class B Common Stock in private or open market transactions or shares of Class A Common Stock (or Class B …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-09-18; the filing has the rest

Timeline

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

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