# UNILEVER PLC (UL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UL/

- Reporting holders: 61
- Reported value: $227.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Hamlin Capital Management, LLC](https://holderbook.com/funds/1277403-hamlin-capital-management-llc/) | $161.6M | 2,660,722 | 4.0% | 4 |
| [Keystone Financial Planning, Inc.](https://holderbook.com/funds/1596906-keystone-financial-planning-inc/) | $9.7M | 160,199 | 2.4% | 3 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $9.6M | 157,790 | 0.4% | 3 |
| [Martin Capital Partners, LLC](https://holderbook.com/funds/1731216-martin-capital-partners-llc/) | $6.5M | 106,682 | 2.3% | 4 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $5.5M | 90,135 | 0.1% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.1M | 83,846 | 0.0% | 4 |
| [BONNESS ENTERPRISES INC](https://holderbook.com/funds/1105471-bonness-enterprises-inc/) | $4.1M | 66,985 | 1.3% | 1 |
| [HALL LAURIE J TRUSTEE](https://holderbook.com/funds/1388382-hall-laurie-j-trustee/) | $3.2M | 53,104 | 1.0% | 4 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $2.6M | 43,289 | 0.5% | 4 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $2.0M | 32,874 | 0.3% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.6M | 26,625 | 0.1% | 4 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $1.5M | 24,375 | 0.4% | 3 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $1.4M | 22,316 | 0.4% | 4 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.2M | 19,845 | 0.0% | 4 |
| [Parrish Capital LLC](https://holderbook.com/funds/2131053-parrish-capital-llc/) | $1.2M | 19,522 | 1.2% | 4 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $1.1M | 17,859 | 0.2% | 4 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $1.0M | 16,895 | 0.2% | 4 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $771.3K | 12,700 | 0.1% | 4 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $743.9K | 12,249 | 0.0% | 3 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $671.2K | 11,052 | 0.0% | 4 |
| [Peoples Bank/KS](https://holderbook.com/funds/1998269-peoples-bank-ks/) | $598.8K | 9,860 | 0.6% | 4 |
| [Kennon-Green & Company, LLC](https://holderbook.com/funds/1963352-kennon-green-company-llc/) | $597.0K | 9,830 | 0.5% | 4 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $447.4K | 7,367 | 0.2% | 3 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $416.7K | 6,861 | 0.3% | 4 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $397.7K | 6,549 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 61 | $227.7M |
| Q2 2026 | 1,181 | $16.5B |
| Q1 2026 | 1,155 | $14.4B |
| Q4 2025 | 1,129 | $14.1B |
| Q3 2025 | 9 | $60.4M |
| Q2 2025 | 7 | $81.8M |
| Q1 2025 | 6 | $85.5M |
| Q4 2024 | 6 | $130.5M |
| Q3 2024 | 5 | $149.2M |
| Q2 2024 | 6 | $166.1M |
| Q1 2024 | 6 | $97.7M |
| Q4 2023 | 5 | $100.6M |

