UNILEVER PLC (UL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,135
Reporting holders
$15.1B
Reported value
11.2%
Of shares outstanding
3.0%
Held as options
+21
Holder change
Institutions report 243,802,998 shares against 2,181,005,247 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (concept 2025-12-31).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $2.1B | 35,063,391 | 0.36% | 3q | -12.2%-$292.6M |
| Fisher Asset Management, LLC | $1.5B | 24,693,472 | 0.44% | 3q | +16.1%+$206.0M |
| MORGAN STANLEY | $581.1M | 9,665,376 | 0.03% | 3q | +3.3%+$18.4M |
| FMR LLC | $541.4M | 9,006,011 | 0.02% | 3q | +61.9%+$207.0M |
| GQG Partners LLC | $521.5M | 8,673,777 | 0.97% | 3q | -7.7%-$43.7M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $371.2M | 6,174,081 | 0.25% | 3q | +0.8%+$3.1M |
| BANK OF AMERICA CORP /DE/ | $320.6M | 5,331,851 | 0.02% | 3q | -20.0%-$79.9M |
| DIMENSIONAL FUND ADVISORS LP | $289.1M | 4,808,071 | 0.05% | 3q | +9.6%+$25.4M |
| GOLDMAN SACHS GROUP INC | $265.6M | 4,117,069 | 0.02% | 3q | -4.4%-$12.4M |
| ENVESTNET ASSET MANAGEMENT INC | $253.9M | 4,223,732 | 0.06% | 3q | -6.5%-$17.8M |
| Clearbridge Investments, LLC | $248.6M | 4,135,829 | 0.21% | 3q | -26.6%-$90.2M |
| WELLS FARGO & COMPANY/MN | $245.3M | 4,080,798 | 0.04% | 3q | -54.2%-$290.8M |
| JPMORGAN CHASE & CO | $243.9M | 3,985,623 | 0.01% | 3q | +26.4%+$50.9M |
| RAYMOND JAMES FINANCIAL INC | $240.2M | 3,994,633 | 0.07% | 3q | -4.2%-$10.7M |
| D. E. Shaw & Co., Inc. | $230.4M | 3,762,722 | 0.11% | 3q | +2349.8%+$221.0M |
| JANE STREET GROUP, LLC | $219.8M | 2,103,480 | 0.02% | 3q | +492.3%+$182.7M |
| CITADEL ADVISORS LLC | $202.4M | 2,138,036 | 0.02% | 3q | +622.1%+$174.4M |
| ROYAL BANK OF CANADA | $197.4M | 3,283,022 | 0.03% | 3q | -3.5%-$7.3M |
| LAZARD ASSET MANAGEMENT LLC | $182.8M | 3,039,810 | 0.28% | 3q | +8.8%+$14.7M |
| Connor, Clark & Lunn Investment Management Ltd. | $165.4M | 2,751,880 | 0.31% | 3q | +100.3%+$82.8M |
| Cullen Capital Management, LLC | $165.1M | 2,745,360 | 1.62% | 3q | +3.7%+$5.9M |
| Hamlin Capital Management, LLC | $163.7M | 2,722,721 | 3.68% | 3q | +11.6%+$17.0M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $154.3M | 2,565,840 | 0.45% | 3q | -2.0%-$3.1M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $151.5M | 2,519,773 | 0.46% | 3q | -31.1%-$68.5M |
| AMERICAN CENTURY COMPANIES INC | $140.5M | 2,336,422 | 0.06% | 3q | -4.2%-$6.2M |
| BlackRock, Inc. | $137.9M | 2,293,405 | 0.00% | 3q | -1.2%-$1.7M |
| EQUITY INVESTMENT CORP | $120.1M | 1,996,952 | 2.29% | 3q | +2.4%+$2.8M |
| Saratoga Research & Investment Management | $119.4M | 1,986,430 | 6.53% | 3q | +6.0%+$6.8M |
| NORTHERN TRUST CORP | $111.2M | 1,850,253 | 0.01% | 3q | -11.7%-$14.7M |
| FIDUCIARY MANAGEMENT INC /WI/ | $107.4M | 1,786,644 | 1.53% | 3q | -22.1%-$30.6M |
| LPL Financial LLC | $103.0M | 1,712,505 | 0.02% | 3q | +4.9%+$4.8M |
| FEDERATED HERMES, INC. | $98.8M | 1,642,701 | 0.14% | 3q | -10.7%-$11.9M |
| TWO SIGMA INVESTMENTS, LP | $95.7M | 1,592,185 | 0.07% | 3q | +848.6%+$85.6M |
| NORGES BANK | $95.2M | 1,583,098 | 0.01% | 2q | -21.6%-$26.2M |
| Optiver Holding B.V. | $94.9M | 127,374 | 0.03% | 3q | HELD |
| Munich Reinsurance Co Stock Corp in Munich | $92.0M | 1,531,084 | 2.01% | 3q | -1.5%-$1.4M |
| CAPTRUST FINANCIAL ADVISORS | $90.8M | 1,509,491 | 0.14% | 3q | -1.7%-$1.6M |
| Allspring Global Investments Holdings, LLC | $87.6M | 1,438,344 | 0.13% | 3q | +1.8%+$1.6M |
| EVERETT HARRIS & CO /CA/ | $85.3M | 1,418,743 | 1.05% | 3q | +0.8%+$674.7K |
| JONES FINANCIAL COMPANIES LLLP | $74.5M | 1,231,031 | 0.03% | 3q | +3.0%+$2.2M |
| COOKE & BIELER LP | $74.0M | 1,231,189 | 0.86% | 3q | +71.9%+$31.0M |
| RENAISSANCE TECHNOLOGIES LLC | $70.2M | 1,167,336 | 0.10% | 2q | -0.9%-$637.3K |
| Corient Private Wealth LP | $65.0M | 1,081,137 | 0.04% | 3q | +145.8%+$38.6M |
| Qube Research & Technologies Ltd | $63.9M | 1,062,661 | 0.06% | 2q | -0.9%-$566.8K |
| SATURNA CAPITAL CORP | $63.1M | 1,048,865 | 0.77% | 3q | +32.0%+$15.3M |
| AMERIPRISE FINANCIAL INC | $62.1M | 1,033,720 | 0.01% | 3q | -47.1%-$55.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $60.8M | 110,309 | 0.00% | 3q | +71.8%+$25.4M |
| Bank of New York Mellon Corp | $56.7M | 943,718 | 0.01% | 3q | +11.9%+$6.0M |
| UBS Group AG | $55.8M | 927,430 | 0.01% | 3q | +0.6%+$343.3K |
| Lansforsakringar Fondforvaltning AB (publ) | $51.3M | 854,189 | 0.23% | new | NEW |
| First Eagle Investment Management, LLC | $50.7M | 842,507 | 0.08% | 3q | +4.5%+$2.2M |
| STIFEL FINANCIAL CORP | $48.9M | 812,563 | 0.04% | 3q | +0.8%+$391.3K |
| 1832 Asset Management L.P. | $48.3M | 803,896 | 0.02% | 3q | +11.2%+$4.9M |
| BROWN ADVISORY INC | $43.8M | 728,942 | 0.07% | 3q | -25.6%-$15.1M |
| St. James Investment Company, LLC | $42.7M | 710,415 | 6.78% | 3q | +25.2%+$8.6M |
| TRUIST FINANCIAL CORP | $40.9M | 680,642 | 0.05% | 3q | -24.4%-$13.2M |
| Advisors Capital Management, LLC | $40.7M | 677,809 | 0.43% | 3q | +4.0%+$1.6M |
| FIRST TRUST ADVISORS LP | $40.3M | 670,102 | 0.02% | 3q | -8.0%-$3.5M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $39.2M | 652,686 | 0.09% | 3q | +21.5%+$7.0M |
| Cerity Partners LLC | $38.1M | 633,874 | 0.05% | 3q | -2.0%-$766.8K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $37.9M | 630,098 | 0.39% | 3q | +1.3%+$473.0K |
| CAPITAL ADVISORS INC/OK | $37.8M | 629,025 | 0.56% | 3q | -1.0%-$383.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $37.1M | 616,409 | 0.20% | 3q | HELD |
| CAPITAL FUND MANAGEMENT S.A. | $36.5M | 490,979 | 0.16% | 3q | -24.5%-$11.8M |
| VICTORY CAPITAL MANAGEMENT INC | $35.5M | 590,086 | 0.02% | 2q | +1032.5%+$32.3M |
| Chevy Chase Trust Holdings, LLC | $35.5M | 589,797 | 0.09% | 3q | HELD |
| MILLENNIUM MANAGEMENT LLC | $35.1M | 202,457 | 0.01% | 3q | -57.8%-$48.2M |
| Federation des caisses Desjardins du Quebec | $34.8M | 579,027 | 0.11% | 3q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $34.2M | 569,489 | 0.01% | 3q | +123.2%+$18.9M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $34.1M | 566,809 | 0.14% | 2q | +32.9%+$8.4M |
| M&T Bank Corp | $31.7M | 527,848 | 0.09% | 3q | +3.3%+$1.0M |
| BANK OF MONTREAL /CAN/ | $29.5M | 490,089 | 0.01% | 3q | +10.8%+$2.9M |
| ASSETMARK, INC | $28.8M | 479,181 | 0.05% | 3q | +20.1%+$4.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $27.8M | 462,402 | 0.01% | 3q | +2383.5%+$26.7M |
| Holowesko Partners Ltd. | $27.6M | 459,600 | 7.00% | 2q | +399.0%+$22.1M |
| NATIONAL BANK OF CANADA /FI/ | $27.3M | 454,697 | 0.02% | 3q | +2.9%+$763.5K |
| Creative Planning | $27.2M | 452,555 | 0.02% | 3q | +11.7%+$2.9M |
| TRILLIUM ASSET MANAGEMENT, LLC | $26.9M | 447,107 | 0.83% | 3q | -4.4%-$1.2M |
| SEI INVESTMENTS CO | $26.7M | 444,887 | 0.02% | 3q | +2.8%+$730.3K |
| Cardinal Capital Management, Inc. | $26.6M | 441,818 | 0.64% | 3q | +6.3%+$1.6M |
| Trexquant Investment LP | $26.4M | 439,074 | 0.16% | new | NEW |
| Freestone Grove Partners LP | $25.5M | 423,982 | 0.16% | new | NEW |
| HighTower Advisors, LLC | $24.7M | 410,103 | 0.02% | 3q | -5.9%-$1.5M |
| River Road Asset Management, LLC | $24.6M | 408,941 | 0.27% | 3q | -8.3%-$2.2M |
| Point72 Asset Management, L.P. | $24.2M | 155,998 | 0.03% | 3q | -68.1%-$51.6M |
| Quantinno Capital Management LP | $23.9M | 397,680 | 0.03% | 3q | +10.4%+$2.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $23.5M | 390,342 | 0.00% | 3q | +28.8%+$5.2M |
| Sixth Street Partners Management Company, L.P. | $23.5M | 390,342 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $23.4M | 389,025 | 0.01% | 3q | -4.3%-$1.1M |
| IMC-Chicago, LLC | $23.2M | 64,935 | 0.01% | 3q | +137.2%+$13.4M |
| FACTORY MUTUAL INSURANCE CO | $22.6M | 375,457 | 0.21% | new | NEW |
| MANAGED ASSET PORTFOLIOS, LLC | $22.6M | 375,179 | 2.58% | 3q | +26.7%+$4.8M |
| CLARK ESTATES INC/NY | $22.2M | 370,000 | 5.13% | 3q | +21.3%+$3.9M |
| Cheviot Value Management, LLC | $22.1M | 367,496 | 2.25% | 3q | +10.7%+$2.1M |
| Compagnie Lombard Odier SCmA | $20.8M | 346,666 | 0.23% | 3q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $20.5M | 341,611 | 0.00% | 3q | HELD |
| Cetera Investment Advisers | $20.5M | 340,200 | 0.02% | 3q | -2.8%-$584.1K |
| Mariner, LLC | $20.2M | 336,606 | 0.02% | 3q | +5.3%+$1.0M |
| GRANDFIELD & DODD, LLC | $20.0M | 333,475 | 1.05% | 3q | -2.0%-$402.4K |
| MML INVESTORS SERVICES, LLC | $19.9M | 331,756 | 0.04% | 3q | +13.9%+$2.4M |
Showing the largest 100 of 1,174 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,135 | $15.1B | 243,802,998 | 109 | 421 | 381 | 3.0% |
| Q1 2026 | 1,114 | $13.8B | 235,543,333 | 142 | 395 | 305 | 2.7% |
| Q4 2025 | 1,085 | $13.5B | 202,881,961 | 1,030 | 0 | 5 | 1.6% |
| Q3 2025 | 9 | $47.3M | 6,410 | 2 | 2 | 1 | 99.2% |
| Q2 2025 | 7 | $67.9M | 6,292 | 0 | 1 | 0 | 99.4% |
| Q1 2025 | 6 | $75.8M | 5,619 | 1 | 0 | 0 | 99.6% |
| Q4 2024 | 6 | $113.4M | 1,092 | 0 | 1 | 0 | 99.9% |
| Q3 2024 | 5 | $129.0M | 42 | 0 | 0 | 0 | 100.0% |
| Q2 2024 | 6 | $150.8M | 42 | 0 | 0 | 0 | 100.0% |
| Q1 2024 | 6 | $84.5M | 42 | 1 | 0 | 0 | 100.0% |
| Q4 2023 | 5 | $82.7M | 42 | 0 | 0 | 0 | 100.0% |
| Q3 2023 | 6 | $103.5M | 42 | 0 | 0 | 1 | 100.0% |
| Q2 2023 | 6 | $152.5M | 164 | 0 | 1 | 0 | 100.0% |
| Q1 2023 | 6 | $138.0M | 146 | 0 | 0 | 0 | 100.0% |
| Q4 2022 | 6 | $150.7M | 146 | 0 | 1 | 0 | 100.0% |
| Q3 2022 | 6 | $177.4M | 93 | 1 | 0 | 0 | 100.0% |
| Q2 2022 | 7 | $128.1M | 93 | 2 | 0 | 0 | 100.0% |
| Q1 2022 | 5 | $104.8M | 93 | 2 | 0 | 1 | 100.0% |
| Q4 2021 | 4 | $184.0M | 193 | 0 | 0 | 1 | 100.0% |
| Q3 2021 | 4 | $98.6M | 319 | 0 | 1 | 0 | 100.0% |
| Q2 2021 | 4 | $57.6M | 293 | 0 | 0 | 1 | 100.0% |
| Q1 2021 | 4 | $69.7M | 326 | 2 | 1 | 0 | 100.0% |
| Q4 2020 | 3 | $36.5M | 254 | 2 | 1 | 0 | 100.0% |
| Q3 2020 | 3 | $3.9M | 206 | 1 | 0 | 0 | 99.7% |
| Q2 2020 | 3 | $7.5M | 206 | 0 | 0 | 1 | 99.8% |
| Q1 2020 | 3 | $5.0M | 244 | 0 | 1 | 0 | 99.8% |
| Q4 2019 | 3 | $3.2M | 200 | 1 | 0 | 0 | 99.6% |
| Q3 2019 | 3 | $2.2M | 200 | 1 | 0 | 0 | 99.4% |
| Q2 2019 | 2 | $3.9M | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2019 | 3 | $1.8M | 200 | 0 | 0 | 0 | 99.4% |
| Q4 2018 | 3 | $2.8M | 200 | 0 | 0 | 0 | 99.6% |