UnileverUL

13F holders, Q3 2024 (September 30)
1,174holders +65
121new positions
60sold out
9famous investors
$64.95avg. 13F price*

At the end of Q3 2024, 1,174 institutions reported holding Unilever PLC (UL) in their 13F filings, up 65 from Q2 2024. 121 opened new positions and 60 sold out. The largest holders were Wellington Management Group LLP ($1.6B), Fisher Asset Management ($1.1B) and GQG Partners LLC ($658.4M). 9 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Stephen Yacktman (0.2% of Yacktman Asset Management's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).

Company
Unilever PLC
CUSIP
904767704
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions121$169.5M
Exits60$90.4M

All 13F filers, Q2 2024 → Q3 2024: 21,747,308 shares bought and 28,891,814 shares sold, net −7,144,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,174 holders

Wellington Management Group LLP 0.28% Reduce -28.7% 25,014,260 $1.6B
Fisher Asset Management 0.45% Add +7.1% 16,726,400 $1.1B
GQG Partners LLC 1.03% Add +2056.7% 10,134,952 $658.4M
Morgan Stanley 0.04% Add +2.2% 8,264,083 $536.8M
Bank of America Corp. 0.04% Add +5.3% 7,649,286 $496.9M
State Farm Mutual Automobile Insurance Co. 0.39% No change 6,887,758 $447.4M
FMR LLC 0.02% Reduce -0.6% 5,825,737 $378.4M
Hotchkis & Wiley Capital Management LLC 1.10% Reduce -38.8% 5,106,036 $331.7M
Wells Fargo & Company 0.08% Reduce -4.5% 4,892,030 $317.8M
Dimensional Fund Advisors LP 0.08% Add +10.7% 4,853,022 $315.3M
Goldman Sachs Group Inc. 0.06% Reduce -3.7% 4,520,941 $293.7M
Lazard Asset Management LLC 0.41% Add +0.8% 4,422,919 $287.3M
Fiduciary Management Inc. 2.16% Reduce -3.0% 3,791,283 $246.3M
BlackRock, Inc. 0.00% — 3,602,789 $234.0M
Alliancebernstein L.P. 0.08% Reduce -4.6% 3,544,218 $230.2M
Envestnet Asset Management Inc. 0.07% Reduce -9.5% 3,503,203 $227.6M
Norges Bank 0.03% No change 2,980,106 $193.6M
Royal Bank of Canada 0.04% Add +0.1% 2,912,809 $189.2M
Cullen Capital Management, LLC 1.94% Reduce -5.1% 2,741,267 $178.1M
American Century Companies Inc. 0.10% Reduce -13.2% 2,716,337 $176.5M
Hamlin Capital Management, LLC 4.35% Add +7.8% 2,667,380 $173.3M
Saratoga Research & Investment Management 7.42% Reduce -5.8% 2,607,574 $169.4M
Raymond James & Associates 0.09% Reduce -4.2% 2,342,864 $152.2M
Equity Investment Corp. 3.22% Reduce -2.0% 2,132,272 $138.5M
Jennison Associates LLC 0.08% Add +981.6% 2,076,169 $134.9M
Bank of Montreal 0.06% Add +3.6% 1,812,164 $118.6M
Everett Harris & Co. 1.35% Reduce -0.5% 1,674,055 $108.7M
Clearbridge Investments, LLC 0.08% Add +19.0% 1,549,042 $100.6M
T. Rowe Price Associates Inc. 0.01% Add +31.1% 1,472,901 $95.7M
Northern Trust Corp. 0.02% Add +2.8% 1,424,196 $92.5M
Natixis Advisors, LLC 0.16% Reduce -11.1% 1,300,637 $84.5M
Corient Private Wealth LP 0.13% Reduce -2.9% 1,288,297 $83.7M
Neuberger Berman Group LLC 0.06% Add +32.6% 1,197,634 $77.8M
Citigroup Inc. 0.07% Add +493.4% 1,105,064 $71.8M
Aristotle Capital Management, LLC 0.13% Add +0.1% 1,081,758 $70.3M
Cooke & Bieler LP 0.63% Reduce -32.3% 1,074,005 $69.8M
Allspring Global Investments Holdings, LLC 0.11% Add +6.2% 1,049,900 $68.2M
Truist Financial Corp. 0.10% Reduce -3.0% 930,057 $60.4M
LPL Financial LLC 0.03% Add +2.2% 902,840 $58.6M
First Trust Advisors LP 0.06% Reduce -5.6% 895,512 $58.2M
Brown Advisory Inc. 0.07% Add +6.5% 890,096 $57.8M
Captrust Financial Advisors 0.17% Reduce -0.7% 872,252 $56.7M
Welch Group, LLC 2.42% Reduce -0.8% 858,457 $55.8M
Ameriprise Financial Inc. 0.01% Add +113.2% 829,392 $54.1M
LMR Partners LLP 1.52% Reduce -53.9% 830,860 $54.0M
Trillium Asset Management, LLC 1.32% Reduce -2.2% 829,538 $53.9M
CORDA Investment Management, LLC. 4.20% Reduce -3.5% 828,874 $53.8M
Advisors Capital Management, LLC 0.74% Add +1.2% 700,106 $45.5M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.40% Reduce -38.4% 686,647 $44.6M
UBS Group AG 0.01% Reduce -4.5% 684,123 $44.4M
St. James Investment Company, LLC 7.43% Reduce -3.3% 676,937 $44.0M
Bank of New York Mellon Corp 0.01% Reduce -3.5% 673,632 $43.8M
Federation des caisses Desjardins du Quebec 0.21% Add +4.3% 647,076 $42.0M
Oppenheimer Asset Management Inc. 0.51% Reduce -0.3% 646,436 $42.0M
JARISLOWSKY, FRASER Ltd 0.23% Reduce -3.8% 643,813 $41.8M
M&T Bank Corp 0.14% Add +0.7% 639,518 $41.5M
Morningstar Investment Services LLC 0.41% Reduce -0.3% 608,073 $39.8M
Arrowstreet Capital, Limited Partnership 0.03% Add +151.1% 456,923 $39.7M
Capital Advisors Inc. 0.79% Reduce -0.5% 605,556 $39.3M
Tocqueville Asset Management L.P. 0.61% Add +0.6% 601,650 $39.1M
Saturna Capital Corp. 0.49% Add +0.5% 574,325 $37.3M
First Eagle Investment Management, LLC 0.07% Add +7.3% 554,540 $36.0M
River Road Asset Management, LLC 0.47% Reduce -14.5% 548,011 $35.6M
Citadel Advisors 0.03% New 479,122 $31.1M
United Capital Financial Advisors, LLC 0.25% Reduce -4.1% 467,652 $30.4M
PNC Financial Services Group, Inc. 0.02% Add +0.1% 457,774 $29.7M
Stifel Financial Corp. 0.03% Reduce -24.4% 439,054 $28.5M
Commonwealth Equity Services, LLC 0.04% Reduce -8.0% 436,067 $28.3M
Mar Vista Investment Partners LLC 1.77% Add +160.9% 428,127 $27.8M
Grandfield & Dodd, LLC 1.64% Reduce -3.5% 425,693 $27.7M
Janney Montgomery Scott LLC 0.08% Reduce -3.2% 420,376 $27.3M
Cibc World Market Inc. 0.06% Reduce -12.8% 417,386 $27.1M
Cardinal Capital Management, Inc. 1.09% Add +1.6% 407,747 $26.5M
HighTower Advisors, LLC 0.04% Reduce -6.6% 407,776 $26.4M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -1.2% 406,553 $26.4M
Segall Bryant & Hamill, LLC 0.35% Add +6.7% 393,287 $25.5M
Compagnie Lombard Odier SCmA 0.39% No change 391,000 $25.4M
National Bank of Canada 0.03% Reduce -13.3% 382,226 $24.8M
Mariner, LLC 0.04% Reduce -2.5% 366,514 $23.8M
Ingalls & Snyder LLC 0.93% Reduce -0.8% 363,986 $23.6M
Canoe Financial LP 0.56% New 358,478 $23.5M
Franklin Resources Inc. 0.01% Add +3.1% 346,321 $22.4M
Prio Wealth Limited Partnership 0.63% Add +126.7% 331,038 $21.5M
Boston Common Asset Management, LLC 0.56% Reduce -9.3% 330,856 $21.5M
Sei Investments Co. 0.03% Add +25.8% 315,638 $20.5M
QV Investors Inc. 1.78% Reduce -21.3% 310,264 $20.2M
Crossmark Global Holdings, Inc. 0.36% Add +51.6% 305,870 $19.9M
Wallace Capital Management Inc. 2.61% Reduce -2.3% 297,066 $19.3M
Creative Planning 0.02% Add +8.7% 295,625 $19.2M
JPMorgan Chase & Co. 0.00% Add +104.2% 292,225 $19.0M
Yacktman Asset Management 0.19% Reduce -5.6% 281,221 $18.3M
Townsquare Capital LLC 0.21% Reduce -0.2% 274,718 $17.8M
Northstar Asset Management Inc. 4.36% Reduce -2.7% 273,247 $17.8M
Scotia Capital Inc. 0.09% Reduce -2.6% 271,739 $17.7M
Zevin Asset Management LLC 2.70% Reduce -1.8% 269,080 $17.5M
Cresset Asset Management, LLC 0.07% Add +5.0% 263,058 $17.1M
Polen Capital Management LLC 0.04% Reduce -48.5% 257,804 $16.7M
Euro Pacific Asset Management, LLC 3.06% Reduce -1.9% 255,844 $16.6M
New York State Common Retirement Fund 0.02% Add +234.8% 242,094 $15.7M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -18.3% 241,694 $15.7M

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

Show all 1,174 holders