DaveManuel.com · Institutional Ownership · Who Owns It
UNILEVER PLC (UL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,204
Reporting holders
$16.0B
Reported value
1.7%
Calls
1.1%
Puts
+20
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 |
|---|---|---|---|---|---|
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $489.6M | 8,143,219 | 0.05% | 3q | +114.8%+$261.6M |
| 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 incl. $18.0M options CALL | 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 | -8.5%-$22.7M |
| 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 incl. $4.2M options CALL+PUT | 3,762,722 | 0.11% | 3q | +2349.8%+$221.0M |
| JANE STREET GROUP, LLC | $219.8M incl. $93.3M options CALL+PUT | 2,103,480 | 0.02% | 3q | +492.3%+$182.7M |
| CITADEL ADVISORS LLC | $202.4M incl. $73.8M options CALL+PUT | 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 |
| Thrivent Financial for Lutherans | $158.9M | 2,643,486 | 0.27% | 3q | HELD |
| 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 |
| First Eagle Investment Management, LLC | $101.3M | 1,685,014 | 0.08% | 3q | +109.1%+$52.8M |
| 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 incl. $87.3M options CALL+PUT | 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 |
| NATIXIS ADVISORS, LLC | $83.3M | 1,385,209 | 0.09% | 3q | HELD |
| 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 |
| 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 | +5.8%+$3.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $60.8M incl. $54.2M options CALL+PUT | 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 |
| 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 |
| Janney Montgomery Scott LLC | $47.8M | 795,511 | 0.09% | 3q | +10.3%+$4.5M |
| 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 |
| HRT FINANCIAL LP | $39.3M | 653,543 | 0.07% | new | NEW |
| 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 incl. $7.0M options CALL+PUT | 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 incl. $23.0M options CALL+PUT | 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 |
| Corient Private Wealth LP | $32.0M | 533,030 | 0.04% | 3q | +21.2%+$5.6M |
| M&T Bank Corp | $31.7M | 527,848 | 0.09% | 3q | -2.1%-$685.3K |
| 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 |
| Reynders McVeigh Capital Management, LLC | $24.9M | 413,512 | 1.10% | 3q | +36.0%+$6.6M |
| 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 incl. $14.8M options CALL+PUT | 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 |
| PNC Financial Services Group, Inc. | $23.4M | 389,025 | 0.01% | 3q | -4.3%-$1.1M |
| IMC-Chicago, LLC | $23.2M incl. $19.3M options CALL+PUT | 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 |
Showing the largest 100 of 1,204 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 456 | $1.1B | 18,638,125 | 44 | 162 | 120 | 0.0% |
| Q2 2026 | 1,204 | $16.0B | 259,007,006 | 115 | 430 | 416 | 2.9% |
| Q1 2026 | 1,184 | $14.1B | 240,637,323 | 147 | 414 | 329 | 2.7% |
| Q4 2025 | 1,168 | $14.2B | 213,030,763 | 1,075 | 2 | 38 | 1.5% |
| Q3 2025 | 1,184 | $14.2B | 236,818,201 | 78 | 408 | 400 | 1.4% |
| Q2 2025 | 1,194 | $14.5B | 232,800,988 | 88 | 369 | 405 | 1.7% |
| Q1 2025 | 1,186 | $13.3B | 219,641,322 | 89 | 401 | 401 | 1.7% |
| Q4 2024 | 1,195 | $12.8B | 219,882,581 | 65 | 417 | 369 | 2.4% |
| Q3 2024 | 1,180 | $14.6B | 219,183,392 | 117 | 331 | 419 | 2.6% |
| Q2 2024 | 1,118 | $12.9B | 230,024,126 | 84 | 345 | 414 | 2.3% |
| Q1 2024 | 1,102 | $13.5B | 265,694,847 | 78 | 383 | 389 | 1.6% |
| Q4 2023 | 1,111 | $12.5B | 252,563,115 | 68 | 259 | 496 | 2.1% |
| Q3 2023 | 1,075 | $12.7B | 251,022,167 | 57 | 365 | 373 | 2.5% |
| Q2 2023 | 1,089 | $13.6B | 255,024,714 | 63 | 354 | 369 | 2.6% |
| Q1 2023 | 1,112 | $14.4B | 271,710,701 | 86 | 369 | 363 | 2.6% |
| Q4 2022 | 1,110 | $13.8B | 267,287,739 | 123 | 318 | 398 | 2.6% |
| Q3 2022 | 1,007 | $44.7B | 1,012,535,302 | 64 | 405 | 314 | 0.7% |
| Q2 2022 | 1,049 | $43.7B | 947,861,679 | 113 | 412 | 307 | 0.6% |
| Q1 2022 | 1,013 | $39.7B | 865,319,274 | 84 | 377 | 352 | 0.7% |
| Q4 2021 | 1,096 | $50.5B | 931,672,780 | 101 | 322 | 396 | 0.8% |
| Q3 2021 | 1,002 | $53.5B | 982,937,360 | 47 | 401 | 306 | 0.4% |
| Q2 2021 | 1,041 | $55.0B | 926,463,318 | 66 | 412 | 285 | 0.3% |
| Q1 2021 | 1,033 | $58.5B | 1,034,488,714 | 79 | 411 | 309 | 0.3% |
| Q4 2020 | 1,047 | $50.7B | 826,944,720 | 334 | 458 | 107 | 0.3% |
| Q3 2020 | 686 | $39.9B | 637,051,764 | 56 | 213 | 226 | 0.2% |
| Q2 2020 | 682 | $30.4B | 552,581,768 | 69 | 252 | 202 | 0.3% |
| Q1 2020 | 669 | $21.4B | 422,947,481 | 68 | 262 | 204 | 0.2% |
| Q4 2019 | 682 | $22.0B | 385,027,030 | 45 | 201 | 216 | 0.1% |
| Q3 2019 | 640 | $19.4B | 322,682,111 | 48 | 191 | 200 | 0.1% |
| Q2 2019 | 632 | $23.3B | 374,757,632 | 47 | 174 | 212 | 0.1% |
| Q1 2019 | 637 | $20.6B | 356,398,619 | 65 | 189 | 210 | 0.1% |
| Q4 2018 | 606 | $18.3B | 350,374,825 | 5 | 15 | 6 | 0.1% |