UnileverUL
13F holders, Q2 2026 (June 30)19holders −3
1new positions
4sold out
$60.24avg. 13F price*
At the end of Q2 2026, 19 institutions reported holding Unilever PLC (UL) in their 13F filings, down 3 from Q1 2026. 1 opened new positions and 4 sold out. The largest holders were Keating Investment Counselors Inc. ($5.3M), Eley Financial Management, Inc ($1.1M) and Fayez Sarofim & Co ($707K).
- Company
- Unilever PLC
- CUSIP
- 904767704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $508K |
| Exits | 4 | $1.4M |
All 13F filers, Q1 2026 → Q2 2026: 8,690 shares bought and 85,242 shares sold, net −76,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Keating Investment Counselors Inc. | 1.46% | Reduce -0.7% | 88,375 | $5.3M |
| Eley Financial Management, Inc | 0.37% | Add +1.1% | 18,804 | $1.1M |
| Fayez Sarofim & Co | 0.00% | No change | 11,766 | $707K |
| Boit C F David | 0.29% | No change | 11,555 | $695K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 10,130 | $609K |
| Mengis Capital Management, Inc. | 0.08% | Reduce -0.5% | 9,231 | $555K |
| Physicians Financial Services, Inc. | 0.13% | No change | 8,444 | $508K |
| Wealth Group, Ltd. | 0.13% | New | 8,444 | $508K |
| King Luther Capital Management Corp. | 0.00% | Reduce -6.7% | 5,896 | $354K |
| Byrne Asset Management LLC | 0.18% | Reduce -4.4% | 5,560 | $334K |
| Jacobs & Co. | 0.03% | Reduce -91.7% | 5,333 | $320K |
| Lummis Asset Management, LP | 0.17% | Reduce -0.4% | 4,444 | $290K |
| North Star Asset Management Inc. | 0.01% | Reduce -1.0% | 4,619 | $278K |
| Augustine Asset Management Inc. | 0.05% | No change | 3,804 | $229K |
| Sterling Investment Advisors, Ltd. | 0.03% | Reduce -17.4% | 3,465 | $208K |
| CX Institutional | 0.00% | Add +1.8% | 2,672 | $161K |
| Pacifica Partners Inc. | 0.01% | No change | 275 | $17K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 43 | $3K |
| Huntington National Bank | 0.00% | No change | 1 | $55 |
"% of holder's portfolio" is UL's weight in each manager's 13F, not the share of Unilever PLC the manager owns.