HolderBook

UNILEVER PLC (ULXXXX)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

15
Reporting holders
$10.7M
Reported value
0.0%
Held as options
-2
Holder change

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

FilerValueShares Their book Held Change
KEATING INVESTMENT COUNSELORS INC$5.3M88,3751.46%18q-0.7%-$38.9K
Eley Financial Management, Inc$1.1M18,8040.37%12q+1.1%+$11.9K
Fayez Sarofim & Co$707.4K11,7660.00%31qHELD
Boit C F David$694.7K11,5550.29%9qHELD
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$609.0K10,1300.01%2qHELD
Mengis Capital Management, Inc.$555.0K9,2310.08%16qHELD
KING LUTHER CAPITAL MANAGEMENT CORP$354.5K5,8960.00%17q-6.6%-$25.3K
Byrne Asset Management LLC$334.3K5,5600.18%14q-4.4%-$15.3K
Lummis Asset Management, LP$290.1K4,4440.17%6qHELD
NORTH STAR ASSET MANAGEMENT INC$277.7K4,6190.01%5q-1.0%-$2.9K
AUGUSTINE ASSET MANAGEMENT INC$228.7K3,8040.05%23qHELD
Sterling Investment Advisors, Ltd.$208.3K3,4650.03%31q-17.4%-$44.0K
Pacifica Partners Inc.$17.2K2750.01%14qHELD
Investment Research & Advisory Group, Inc.$2.6K430.00%4qHELD
PHYSICIANS FINANCIAL SERVICES, INC.$5088,4440.13%31qHELD
Wealth Group, Ltd.$5088,4440.13%newNEW
JACOBS & CO/CA$3205,3330.03%19q-91.7%-$3.6K
CX Institutional$1612,6720.00%6q+1.8%
HUNTINGTON NATIONAL BANK$5510.00%31qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202615$10.7M177,9680150.0%
Q1 202617$10.9M191,5151340.0%
Q4 202533$49.8M780,40212270.0%
Q3 20251,119$13.6B227,461,748703843811.1%
Q2 20251,121$13.8B223,088,988833493811.2%
Q1 20251,113$12.6B208,928,884853783731.1%
Q4 20241,118$12.0B208,343,106613973391.5%
Q3 20241,097$13.6B205,470,8871093153841.7%
Q2 20241,031$12.0B216,323,337753183791.0%
Q1 20241,006$12.7B250,646,827723523521.0%
Q4 20231,008$11.6B236,267,179602344501.4%
Q3 2023970$11.8B234,805,015523283391.6%
Q2 2023965$12.4B234,828,149503193291.5%
Q1 2023969$13.0B249,326,579773193151.6%
Q4 2022890$11.8B230,897,3471022692961.6%
Q3 20221,017$11.6B261,753,800654143111.1%
Q2 20221,051$11.6B248,897,0451134183051.3%
Q1 20221,015$10.9B234,805,130813793521.6%
Q4 20211,100$13.5B246,667,0731023223961.5%
Q3 20211,002$12.9B235,857,839474013070.9%
Q2 20211,040$13.8B233,423,491654152840.8%
Q1 20211,037$12.9B228,481,795794143090.8%
Q4 20201,048$13.5B222,119,5993344591061.0%
Q3 2020685$5.6B90,113,044552122271.2%
Q2 2020679$5.0B89,858,748692532001.4%
Q1 2020670$4.4B85,527,817682642030.7%
Q4 2019681$4.6B79,630,846442002180.4%
Q3 2019642$4.9B80,678,420491911980.3%
Q2 2019634$5.2B83,111,538481742140.6%
Q1 2019635$4.7B81,671,570651912090.3%
Q4 2018604$4.1B77,590,07851560.3%