UnileverUL
13F holders, Q2 2024 (June 30)1,109holders +18
82new positions
74sold out
6famous investors
$55.04avg. 13F price*
At the end of Q2 2024, 1,109 institutions reported holding Unilever PLC (UL) in their 13F filings, up 18 from Q1 2024. 82 opened new positions and 74 sold out. The largest holders were Wellington Management Group LLP ($1.9B), Fisher Asset Management ($858.5M) and Hotchkis & Wiley Capital Management LLC ($458.4M). 6 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Jeremy Grantham (0.2% of GMO's portfolio) and Stephen Yacktman (0.2% of Yacktman Asset Management's portfolio).
- Company
- Unilever PLC
- CUSIP
- 904767704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $86.3M |
| Exits | 74 | $127.2M |
All 13F filers, Q1 2024 → Q2 2024: 12,229,427 shares bought and 30,735,499 shares sold, net −18,506,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,109 holders
| Wellington Management Group LLP | 0.34% | Reduce -1.6% | 35,068,585 | $1.9B |
| Fisher Asset Management | 0.37% | Add +9.1% | 15,612,223 | $858.5M |
| Hotchkis & Wiley Capital Management LLC | 1.60% | Reduce -1.1% | 8,336,226 | $458.4M |
| Morgan Stanley | 0.03% | Add +0.3% | 8,088,389 | $444.8M |
| BlackRock Inc. | 0.01% | Reduce -52.6% | 7,563,053 | $415.9M |
| Bank of America Corp. | 0.04% | Reduce -18.6% | 7,267,778 | $399.7M |
| State Farm Mutual Automobile Insurance Co. | 0.34% | No change | 6,887,758 | $378.8M |
| FMR LLC | 0.02% | Reduce -39.3% | 5,861,525 | $322.3M |
| Wells Fargo & Company | 0.07% | Reduce -2.4% | 5,124,625 | $281.8M |
| Goldman Sachs Group Inc. | 0.05% | Add +3.1% | 4,696,118 | $258.2M |
| Lazard Asset Management LLC | 0.33% | Add +6.2% | 4,389,176 | $241.4M |
| Dimensional Fund Advisors LP | 0.06% | Add +26.2% | 4,384,944 | $241.1M |
| Fiduciary Management Inc. | 2.00% | Reduce -6.0% | 3,909,891 | $215.0M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -8.3% | 3,870,207 | $212.8M |
| Alliancebernstein L.P. | 0.07% | Add +24.4% | 3,714,740 | $204.3M |
| American Century Companies Inc. | 0.11% | Reduce -16.3% | 3,129,635 | $172.1M |
| Norges Bank | 0.02% | No change | 2,980,106 | $163.9M |
| Royal Bank of Canada | 0.04% | Reduce -14.5% | 2,910,373 | $160.0M |
| Cullen Capital Management, LLC | 1.83% | Reduce -3.0% | 2,888,988 | $158.9M |
| Saratoga Research & Investment Management | 6.92% | Add +0.8% | 2,767,207 | $152.2M |
| Hamlin Capital Management, LLC | 4.01% | Reduce -0.8% | 2,473,215 | $136.1M |
| Raymond James & Associates | 0.09% | Reduce -11.7% | 2,445,407 | $134.5M |
| Equity Investment Corp. | 3.06% | Reduce -25.2% | 2,176,049 | $119.7M |
| LMR Partners LLP | 2.72% | Add +21.5% | 1,800,928 | $99.0M |
| Bank of Montreal | 0.03% | Add +249.5% | 1,748,329 | $98.2M |
| Scharf Investments, LLC | 2.73% | Reduce -31.6% | 1,738,034 | $95.6M |
| Everett Harris & Co. | 1.19% | Reduce -0.3% | 1,681,559 | $92.5M |
| Cooke & Bieler LP | 0.84% | Add +9.4% | 1,586,816 | $87.3M |
| Natixis Advisors, LLC | 0.17% | Reduce -4.9% | 1,462,284 | $80.4M |
| Northern Trust Corp. | 0.01% | Add +6.8% | 1,385,015 | $76.2M |
| Corient Private Wealth LP | 0.13% | Add +1.4% | 1,327,225 | $73.0M |
| Clearbridge Investments, LLC | 0.06% | Add +598.7% | 1,301,239 | $71.6M |
| Schonfeld Strategic Advisors LLC | 0.55% | Add +1647.2% | 1,284,310 | $70.6M |
| HSBC Holdings PLC | 0.04% | Reduce -27.7% | 1,225,413 | $67.4M |
| Millennium Management | 0.05% | Reduce -34.8% | 1,157,808 | $63.7M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -1.6% | 1,123,336 | $61.8M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2.04% | Reduce -8.2% | 1,115,236 | $61.3M |
| Aristotle Capital Management, LLC | 0.12% | Add +2.3% | 1,080,916 | $59.4M |
| GMO | 0.18% | Add +54.5% | 989,316 | $54.4M |
| Allspring Global Investments Holdings, LLC | 0.09% | Add +2.0% | 989,050 | $54.4M |
| Truist Financial Corp. | 0.08% | Reduce -11.5% | 959,037 | $52.7M |
| First Trust Advisors LP | 0.05% | Reduce -24.8% | 948,446 | $52.2M |
| Neuberger Berman Group LLC | 0.04% | Add +27.4% | 903,485 | $49.7M |
| LPL Financial LLC | 0.02% | Reduce -16.3% | 883,473 | $48.6M |
| Captrust Financial Advisors | 0.16% | Reduce -14.4% | 878,099 | $48.3M |
| Welch Group, LLC | 2.29% | Add +0.9% | 865,256 | $47.6M |
| CORDA Investment Management, LLC. | 3.84% | Reduce -0.8% | 859,000 | $47.2M |
| Trillium Asset Management, LLC | 1.18% | Reduce -4.5% | 848,585 | $46.7M |
| Brown Advisory Inc. | 0.06% | Add +3.1% | 835,346 | $45.9M |
| UBS Group AG | 0.01% | Add +0.3% | 716,015 | $39.4M |
| St. James Investment Company, LLC | 6.73% | Reduce -5.9% | 699,687 | $38.5M |
| Bank of New York Mellon Corp | 0.01% | Add +1.6% | 698,382 | $38.4M |
| Advisors Capital Management, LLC | 0.67% | Add +5.2% | 691,958 | $38.1M |
| JARISLOWSKY, FRASER Ltd | 0.22% | Add +3.7% | 669,290 | $36.8M |
| Oppenheimer Asset Management Inc. | 0.46% | Add +12.0% | 648,117 | $35.6M |
| River Road Asset Management, LLC | 0.51% | Reduce -6.3% | 641,231 | $35.3M |
| M&T Bank Corp | 0.12% | Reduce -1.3% | 635,120 | $34.9M |
| Federation des caisses Desjardins du Quebec | 0.18% | Add +4.4% | 620,432 | $34.1M |
| Morningstar Investment Services LLC | 0.37% | Add +0.6% | 609,621 | $33.7M |
| Capital Advisors Inc. | 0.69% | Add +11.1% | 608,453 | $33.5M |
| Tocqueville Asset Management L.P. | 0.54% | Add +0.2% | 598,000 | $32.9M |
| Stifel Financial Corp. | 0.04% | Reduce -65.8% | 581,015 | $32.0M |
| Saturna Capital Corp. | 0.42% | Add +6.3% | 571,239 | $31.4M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +4.5% | 544,547 | $29.9M |
| First Eagle Investment Management, LLC | 0.06% | Add +8.7% | 516,573 | $28.4M |
| Polen Capital Management LLC | 0.07% | Reduce -0.0% | 500,714 | $27.5M |
| United Capital Financial Advisors, LLC | 0.23% | Reduce -5.6% | 487,705 | $26.8M |
| Cibc World Market Inc. | 0.07% | Reduce -3.5% | 478,360 | $26.3M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -2.3% | 474,137 | $26.1M |
| GQG Partners LLC | 0.04% | New | 469,935 | $25.8M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -8.0% | 457,203 | $25.1M |
| Grandfield & Dodd, LLC | 1.54% | Reduce -4.1% | 441,115 | $24.3M |
| National Bank of Canada | 0.04% | Reduce -6.0% | 440,747 | $24.1M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.4% | 436,540 | $24.0M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -6.9% | 434,263 | $23.9M |
| Jane Street Group, LLC | 0.03% | Add +71.4% | 424,090 | $23.3M |
| Chevy Chase Trust Holdings, LLC | 0.07% | Reduce -1.7% | 411,630 | $22.6M |
| Cardinal Capital Management, Inc. | 0.85% | Add +0.6% | 401,452 | $22.1M |
| QV Investors Inc. | 2.04% | Add +24.8% | 394,314 | $21.7M |
| Compagnie Lombard Odier SCmA | 0.36% | No change | 391,000 | $21.5M |
| Ameriprise Financial Inc. | 0.01% | Add +16.5% | 389,087 | $21.4M |
| Mariner, LLC | 0.04% | Reduce -3.8% | 375,900 | $20.7M |
| Clark Estates Inc. | 3.87% | Reduce -6.3% | 375,000 | $20.6M |
| Segall Bryant & Hamill, LLC | 0.36% | Add +26.3% | 368,689 | $20.3M |
| Ingalls & Snyder LLC | 0.87% | Reduce -1.8% | 367,001 | $20.2M |
| Boston Common Asset Management, LLC | 0.51% | Reduce -5.3% | 364,890 | $20.1M |
| Franklin Resources Inc. | 0.01% | Add +0.4% | 336,053 | $18.5M |
| Levin Capital Strategies, L.P. | 1.85% | Reduce -21.4% | 317,411 | $17.5M |
| Wallace Capital Management Inc. | 2.42% | Add +6.1% | 303,982 | $16.7M |
| Yacktman Asset Management | 0.15% | Reduce -0.6% | 297,868 | $16.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -3.5% | 295,752 | $16.3M |
| Northstar Asset Management Inc. | 3.94% | Reduce -6.8% | 280,832 | $15.4M |
| Scotia Capital Inc. | 0.09% | Reduce -6.0% | 278,968 | $15.3M |
| Townsquare Capital LLC | 0.21% | Add +15.1% | 275,225 | $15.1M |
| Zevin Asset Management LLC | 2.44% | Reduce -4.2% | 274,025 | $15.1M |
| Creative Planning | 0.02% | Add +9.8% | 271,907 | $15.0M |
| Capital Fund Management S.A. | 0.17% | Reduce -42.5% | 268,956 | $14.8M |
| Euro Pacific Asset Management, LLC | 2.86% | Reduce -1.2% | 260,821 | $14.4M |
| Cetera Investment Advisers | 0.03% | Reduce -6.4% | 259,854 | $14.3M |
| Sei Investments Co. | 0.02% | Add +5.9% | 251,012 | $13.8M |
"% of holder's portfolio" is UL's weight in each manager's 13F, not the share of Unilever PLC the manager owns.