UNILEVER PLC (UL)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
61
Reporting holders
$227.7M
Reported value
0.0%
Calls
0.0%
Puts
-1,120
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Hamlin Capital Management, LLC | $161.6M | 2,660,722 | 4.00% | 4q | -2.3%-$3.8M |
| Keystone Financial Planning, Inc. | $9.7M | 160,199 | 2.41% | 3q | HELD |
| ROCKLAND TRUST CO | $9.6M | 157,790 | 0.37% | 3q | -2.7%-$270.2K |
| Martin Capital Partners, LLC | $6.5M | 106,682 | 2.32% | 4q | HELD |
| Gradient Investments LLC | $5.5M | 90,135 | 0.08% | 3q | +4.6%+$238.5K |
| Farther Finance Advisors, LLC | $5.1M | 83,846 | 0.04% | 4q | -22.6%-$1.5M |
| BONNESS ENTERPRISES INC | $4.1M | 66,985 | 1.32% | new | NEW |
| HALL LAURIE J TRUSTEE | $3.2M | 53,104 | 1.03% | 4q | HELD |
| BENEDICT FINANCIAL ADVISORS INC | $2.6M | 43,289 | 0.52% | 4q | -0.8%-$20.0K |
| DIVERSIFIED MANAGEMENT INC | $2.0M | 32,874 | 0.35% | 4q | +410.8%+$1.6M |
| GAMMA Investing LLC | $1.6M | 26,625 | 0.05% | 4q | +20.6%+$276.2K |
| Pacifica Partners Inc. | $1.5M | 24,375 | 0.44% | 3q | HELD |
| HF Advisory Group, LLC | $1.4M | 22,316 | 0.40% | 4q | -48.6%-$1.3M |
| Avidian Wealth Enterprises, LLC | $1.2M | 19,845 | 0.03% | 4q | -17.2%-$249.8K |
| Parrish Capital LLC | $1.2M | 19,522 | 1.16% | 4q | +9.2%+$100.3K |
| GoalVest Advisory LLC | $1.1M | 17,859 | 0.19% | 4q | +4.0%+$41.7K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.0M | 16,895 | 0.20% | 4q | +2.7%+$26.7K |
| Versant Capital Management, Inc | $771.3K | 12,700 | 0.07% | 4q | +24.6%+$152.2K |
| EASTERN BANK | $743.9K | 12,249 | 0.01% | 3q | -25.5%-$254.5K |
| Valeo Financial Advisors, LLC | $671.2K | 11,052 | 0.01% | 4q | +7.9%+$49.0K |
| Peoples Bank/KS | $598.8K | 9,860 | 0.58% | 4q | -3.5%-$21.6K |
| Kennon-Green & Company, LLC | $597.0K | 9,830 | 0.46% | 4q | -71.3%-$1.5M |
| Dickmeyer Boyce Financial Management, Inc. | $447.4K | 7,367 | 0.23% | 3q | -5.7%-$27.3K |
| GILPIN WEALTH MANAGEMENT, LLC | $416.7K | 6,861 | 0.28% | 4q | -2.6%-$11.2K |
| Breakwater Capital Group | $397.7K | 6,549 | 0.05% | 4q | -0.5%-$2.1K |
| Douglas Lane & Associates, LLC | $324.7K | 5,347 | 0.00% | 4q | -3.4%-$11.4K |
| Atlas Brown,Inc. | $300.1K | 4,941 | 0.08% | 4q | -0.6%-$1.8K |
| Rosenberg Matthew Hamilton | $293.1K | 4,827 | 0.05% | 4q | +21.7%+$52.3K |
| RIVERSEDGE ADVISORS, LLC | $291.3K | 4,796 | 0.04% | 2q | +16.0%+$40.1K |
| Sound Income Strategies, LLC | $284.1K | 4,587 | 0.01% | 4q | -6.4%-$19.5K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $281.2K | 4,631 | 0.00% | 4q | -72.5%-$741.9K |
| Lincoln Capital LLC | $272.4K | 4,484 | 0.05% | 4q | -7.5%-$22.0K |
| Cooper Financial Group | $266.7K | 4,391 | 0.02% | 2q | +6.6%+$16.5K |
| Legacy Private Trust Co. | $265.6K | 4,374 | 0.01% | 4q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $248.6K | 4,094 | 0.02% | new | NEW |
| Hummer Financial Advisory Services Inc | $233.1K | 3,838 | 0.15% | 4q | -19.9%-$57.8K |
| Grove Bank & Trust | $221.1K | 3,640 | 0.02% | 3q | HELD |
| Wedmont Private Capital | $215.1K | 3,472 | 0.01% | 4q | -7.6%-$17.7K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $204.8K | 3,371 | 0.15% | 2q | -8.8%-$19.7K |
| GK Wealth Management LLC | $103.9K | 1,712 | 0.06% | new | NEW |
| Dorato Capital Management | $82.8K | 1,357 | 0.06% | 4q | HELD |
| Davis Capital Management | $78.0K | 1,285 | 0.05% | 2q | -4.6%-$3.8K |
| Olistico Wealth, LLC | $53.9K | 888 | 0.02% | 4q | HELD |
| CoreCap Advisors, LLC | $35.0K | 576 | 0.00% | 4q | +2.9% |
| Hickory Point Bank & Trust | $30.9K | 509 | 0.02% | 3q | HELD |
| Roxbury Financial LLC | $27.6K | 455 | 0.02% | 4q | HELD |
| TOMPKINS FINANCIAL CORP | $27.0K | 444 | 0.00% | new | NEW |
| Bangor Savings Bank | $25.3K | 416 | 0.00% | 3q | HELD |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $21.6K | 355 | 0.00% | new | NEW |
| MJT & Associates Financial Advisory Group, Inc. | $18.3K | 301 | 0.01% | 4q | +67.2%+$7.3K |
| Quintet Private Bank (Europe) S.A. | $17.5K | 288 | 0.00% | 4q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $13.5K | 222 | 0.00% | 2q | HELD |
| Retirement Wealth Solutions LLC | $10.4K | 172 | 0.01% | 4q | +39.8%+$3.0K |
| General Partner, Inc. | $9.0K | 148 | 0.00% | 4q | HELD |
| Miller Global Investments, LLC | $7.0K | 115 | 0.01% | 3q | HELD |
| Planning Strategies Inc. | $5.5K | 90 | 0.00% | new | NEW |
| ATWOOD & PALMER INC | $2.2K | 37 | 0.00% | 4q | HELD |
| Noble Wealth Management PBC | $1.9K | 32 | 0.00% | 2q | HELD |
| Paladin Partners, LLC | $1.9K | 32 | 0.00% | 2q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $1.5K | 24 | 0.00% | new | NEW |
| Trust Co | $607 | 10 | 0.00% | 4q | HELD |
| WoodTrust Financial Corp | $235 | 3,865 | 0.03% | 4q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 61 | $227.7M | 3,749,792 | 7 | 14 | 21 | 0.0% |
| Q2 2026 | 1,181 | $16.5B | 265,498,230 | 116 | 435 | 399 | 3.2% |
| Q1 2026 | 1,155 | $14.4B | 246,097,060 | 146 | 411 | 317 | 2.6% |
| Q4 2025 | 1,129 | $14.1B | 212,133,325 | 1,072 | 0 | 5 | 1.5% |
| Q3 2025 | 9 | $60.4M | 6,410 | 2 | 2 | 1 | 99.4% |
| Q2 2025 | 7 | $81.8M | 6,292 | 0 | 1 | 0 | 99.5% |
| Q1 2025 | 6 | $85.5M | 5,619 | 1 | 0 | 0 | 99.6% |
| Q4 2024 | 6 | $130.5M | 1,092 | 0 | 1 | 0 | 100.0% |
| Q3 2024 | 5 | $149.2M | 42 | 0 | 0 | 0 | 100.0% |
| Q2 2024 | 6 | $166.1M | 42 | 0 | 0 | 0 | 100.0% |
| Q1 2024 | 6 | $97.7M | 42 | 1 | 0 | 0 | 100.0% |
| Q4 2023 | 5 | $100.6M | 42 | 0 | 0 | 0 | 100.0% |
| Q3 2023 | 6 | $121.5M | 42 | 0 | 0 | 1 | 100.0% |
| Q2 2023 | 6 | $173.2M | 164 | 0 | 1 | 0 | 100.0% |
| Q1 2023 | 6 | $158.4M | 146 | 0 | 0 | 0 | 100.0% |
| Q4 2022 | 6 | $173.3M | 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% |