UnileverUL

13F holders, Q1 2024 (March 31)
1,091holders
8famous investors
$50.16avg. 13F price*

At the end of Q1 2024, 1,091 institutions reported holding Unilever PLC (UL) in their 13F filings. The largest holders were Wellington Management Group LLP ($1.8B), BlackRock Inc. ($801.6M) and Fisher Asset Management ($718.2M). 8 famous investors held it, including Ken Fisher (0.3% of Fisher Asset Management's portfolio), Stephen Yacktman (0.1% of Yacktman Asset Management's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).

Company
Unilever PLC
CUSIP
904767704
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions73$68.4M
Exits92$129.4M

Ownership 1,091 holders

Wellington Management Group LLP 0.32% Add +3.3% 35,639,685 $1.8B
BlackRock Inc. 0.02% Reduce -7.8% 15,971,364 $801.6M
Fisher Asset Management 0.34% Add +32.1% 14,310,220 $718.2M
FMR LLC 0.03% Add +2.3% 9,663,309 $485.0M
Bank of America Corp. 0.04% Add +6.1% 8,933,863 $448.4M
Hotchkis & Wiley Capital Management LLC 1.41% Add +28.8% 8,433,071 $423.3M
Morgan Stanley 0.03% Reduce -2.0% 8,066,513 $404.9M
State Farm Mutual Automobile Insurance Co. 0.31% No change 6,887,758 $345.7M
Wells Fargo & Company 0.07% Add +5.7% 5,249,907 $263.5M
Goldman Sachs Group Inc. 0.05% Reduce -10.8% 4,554,685 $228.6M
Envestnet Asset Management Inc. 0.08% Add +3.3% 4,219,177 $211.8M
Fiduciary Management Inc. 1.86% Add +24.9% 4,158,531 $208.7M
Lazard Asset Management LLC 0.27% Add +19.3% 4,132,640 $207.4M
American Century Companies Inc. 0.12% Reduce -2.9% 3,737,055 $187.6M
Dimensional Fund Advisors LP 0.05% Reduce -5.1% 3,473,501 $174.3M
Royal Bank of Canada 0.04% Reduce -1.4% 3,403,390 $170.8M
Alliancebernstein L.P. 0.05% Add +2.7% 2,986,363 $149.9M
Norges Bank 0.02% Reduce -4.5% 2,980,106 $149.6M
Cullen Capital Management, LLC 1.66% Reduce -2.1% 2,978,870 $149.5M
Equity Investment Corp. 3.65% Add +107.1% 2,910,751 $146.1M
Raymond James & Associates 0.09% Add +4.3% 2,769,807 $139.0M
Saratoga Research & Investment Management 6.26% Add +19.0% 2,744,882 $137.8M
Scharf Investments, LLC 3.46% Reduce -1.7% 2,542,872 $127.6M
Hamlin Capital Management, LLC 3.70% Add +7.7% 2,493,813 $125.2M
Millennium Management 0.08% Add +195.1% 1,776,356 $89.2M
Stifel Financial Corp. 0.10% Reduce -2.7% 1,700,444 $85.3M
HSBC Holdings PLC 0.06% Add +161.6% 1,694,956 $85.1M
Everett Harris & Co. 1.13% Reduce -0.4% 1,687,310 $84.7M
Natixis Advisors, LLC 0.18% Add +15.3% 1,537,898 $77.2M
LMR Partners LLP 2.68% Add +47.1% 1,482,748 $74.4M
Cooke & Bieler LP 0.67% Reduce -8.5% 1,450,802 $72.8M
Corient Private Wealth LP 0.12% Reduce -3.2% 1,309,322 $65.7M
Northern Trust Corp. 0.01% Reduce -32.1% 1,297,006 $65.1M
First Trust Advisors LP 0.06% Reduce -13.2% 1,260,953 $63.3M
JPMorgan Chase & Co. 0.01% Add +46.0% 1,246,133 $62.5M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2.21% No change 1,215,003 $61.0M
T. Rowe Price Associates Inc. 0.01% Add +23.1% 1,141,878 $57.3M
Truist Financial Corp. 0.08% Reduce -1.2% 1,083,497 $54.4M
Optiver Holding B.V. 2.23% Add +13.6% 1,071,193 $53.8M
Aristotle Capital Management, LLC 0.10% Reduce -3.6% 1,056,856 $53.0M
LPL Financial LLC 0.03% Reduce -7.5% 1,055,247 $53.0M
Allspring Global Investments Holdings, LLC 0.08% Add +27.2% 969,267 $48.6M
Trillium Asset Management, LLC 1.14% Reduce -0.2% 888,904 $44.6M
Captrust Financial Advisors 0.16% Add +22.0% 1,025,427 $43.8M
CORDA Investment Management, LLC. 3.46% Add +3.8% 866,203 $43.5M
Federated Hermes, Inc. 0.10% Reduce -40.1% 860,168 $43.2M
Welch Group, LLC 2.14% Add +4.0% 857,776 $43.1M
Brown Advisory Inc. 0.05% Add +9.0% 810,384 $40.7M
HRT Financial LP 0.25% Add +61.8% 796,954 $40.0M
St. James Investment Company, LLC 6.09% Add +14.1% 743,845 $37.3M
UBS Group AG 0.01% Reduce -0.4% 714,022 $35.8M
Neuberger Berman Group LLC 0.03% Reduce -18.5% 709,252 $35.6M
Pacer Advisors, Inc. 0.08% Add +2.4% 707,311 $35.5M
Bank of New York Mellon Corp 0.01% Add +9.1% 687,463 $34.5M
River Road Asset Management, LLC 0.46% Reduce -12.0% 684,497 $34.4M
Advisors Capital Management, LLC 0.60% Add +8.2% 658,072 $33.0M
JARISLOWSKY, FRASER Ltd 0.19% Add +3.3% 645,631 $32.4M
M&T Bank Corp 0.11% Reduce -2.1% 643,694 $32.3M
GMO 0.12% Add +460.7% 640,176 $32.1M
Morningstar Investment Services LLC 0.33% Reduce -50.0% 605,930 $30.4M
Tocqueville Asset Management L.P. 0.49% Reduce -0.9% 596,780 $30.0M
Federation des caisses Desjardins du Quebec 0.22% Add +7.0% 594,331 $29.8M
Oppenheimer Asset Management Inc. 0.43% Reduce -11.3% 578,832 $29.1M
Capital Advisors Inc. 0.59% Add +4.0% 547,787 $27.5M
Saturna Capital Corp. 0.37% Reduce -0.0% 537,285 $27.0M
Qube Research & Technologies Ltd 0.05% Reduce -63.5% 528,380 $26.5M
Manufacturers Life Insurance Company, The 0.02% New 521,132 $26.2M
United Capital Financial Advisors, LLC 0.21% Reduce -9.8% 516,689 $25.9M
Polen Capital Management LLC 0.06% Add +7.0% 500,827 $25.1M
Bank of Montreal 0.01% Reduce -48.8% 500,193 $25.1M
National Bank of Canada 0.04% Add +10.6% 468,677 $25.1M
PNC Financial Services Group, Inc. 0.02% Reduce -2.0% 497,065 $24.9M
Cibc World Market Inc. 0.06% Add +5.2% 495,901 $24.9M
Commonwealth Equity Services, LLC 0.04% Reduce -2.0% 485,145 $24.3M
First Eagle Investment Management, LLC 0.05% Add +11.8% 475,174 $23.8M
Capital Fund Management S.A. 0.29% Add +52.4% 467,689 $23.5M
Old Mission Capital LLC 0.57% Add +98.4% 467,000 $23.4M
Janney Montgomery Scott LLC 0.07% Add +3.6% 466,277 $23.4M
Grandfield & Dodd, LLC 1.46% Reduce -1.1% 460,122 $23.1M
HighTower Advisors, LLC 0.04% Add +2.1% 447,075 $22.4M
Chevy Chase Trust Holdings, LLC 0.07% Add +0.6% 418,770 $21.0M
Brandes Investment Partners, LP 0.26% Add +6.9% 407,519 $20.5M
Levin Capital Strategies, L.P. 2.05% Reduce -5.8% 403,608 $20.3M
Clark Estates Inc. 3.31% No change 400,000 $20.1M
Cardinal Capital Management, Inc. 0.89% Add +8.9% 398,947 $20.0M
Compagnie Lombard Odier SCmA 0.35% Add +39000.0% 391,000 $19.6M
Mariner, LLC 0.04% Add +1.9% 390,618 $19.6M
Boston Common Asset Management, LLC 0.46% Reduce -16.7% 385,492 $19.3M
Ingalls & Snyder LLC 0.84% Reduce -3.8% 373,543 $18.7M
Franklin Resources Inc. 0.01% Add +76.7% 334,664 $16.8M
Ameriprise Financial Inc. 0.00% Add +6.1% 334,045 $16.8M
QV Investors Inc. 1.38% Reduce -0.8% 316,024 $15.9M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -7.5% 306,375 $15.4M
Northstar Asset Management Inc. 2.66% Reduce -1.0% 301,383 $15.1M
Yacktman Asset Management 0.14% Add +3.1% 299,630 $15.0M
Scotia Capital Inc. 0.09% Reduce -4.3% 296,884 $14.9M
Citigroup Inc. 0.02% Add +8.7% 294,123 $14.8M
Segall Bryant & Hamill, LLC 0.27% Reduce -27.9% 292,000 $14.7M
Wallace Capital Management Inc. 1.96% Add +31.8% 286,414 $14.4M
Zevin Asset Management LLC 2.39% Reduce -3.0% 285,947 $14.4M

"% of holder's portfolio" is UL's weight in each manager's 13F, not the share of Unilever PLC the manager owns.

Show all 1,091 holders