UnileverUL

13F holders, Q4 2024 (December 31)
1,185holders +11
62new positions
104sold out
12famous investors
$56.71avg. 13F price*

At the end of Q4 2024, 1,185 institutions reported holding Unilever PLC (UL) in their 13F filings, up 11 from Q3 2024. 62 opened new positions and 104 sold out. The largest holders were Wellington Management Group LLP ($1.4B), Fisher Asset Management ($1.0B) and Morgan Stanley ($491.4M). 12 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 David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).

Company
Unilever PLC
CUSIP
904767704
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions62$94.2M
Exits104$161.8M

All 13F filers, Q3 2024 → Q4 2024: 15,504,991 shares bought and 14,923,347 shares sold, net +581,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,185 holders

Wellington Management Group LLP 0.26% Reduce -1.3% 24,679,388 $1.4B
Fisher Asset Management 0.40% Add +7.3% 17,940,963 $1.0B
Morgan Stanley 0.03% Add +4.9% 8,665,884 $491.4M
Bank of America Corp. 0.04% Add +3.4% 7,906,824 $448.3M
State Farm Mutual Automobile Insurance Co. 0.36% No change 6,887,758 $390.5M
GQG Partners LLC 0.55% Reduce -35.9% 6,496,305 $368.3M
FMR LLC 0.02% Reduce -6.3% 5,458,651 $309.5M
Dimensional Fund Advisors LP 0.07% Add +5.2% 5,103,075 $289.3M
Hotchkis & Wiley Capital Management LLC 0.96% Reduce -0.8% 5,062,911 $287.1M
Wells Fargo & Company 0.07% Reduce -2.8% 4,757,076 $269.7M
Goldman Sachs Group Inc. 0.05% Add +2.5% 4,634,183 $262.8M
Lazard Asset Management LLC 0.39% Reduce -1.0% 4,378,983 $248.3M
Envestnet Asset Management Inc. 0.07% Add +9.3% 3,830,532 $217.2M
Clearbridge Investments, LLC 0.17% Add +140.1% 3,719,284 $210.9M
Fiduciary Management Inc. 1.92% Reduce -4.1% 3,636,325 $206.2M
Alliancebernstein L.P. 0.07% Reduce -0.3% 3,534,105 $200.4M
Jennison Associates LLC 0.12% Add +66.4% 3,454,686 $195.9M
Raymond James Financial Inc. 0.07% — 3,118,273 $176.8M
Royal Bank of Canada 0.04% Add +0.5% 2,926,892 $166.0M
Hamlin Capital Management, LLC 4.04% Add +7.8% 2,874,929 $163.0M
American Century Companies Inc. 0.09% Add +4.8% 2,847,686 $161.5M
Norges Bank 0.02% Reduce -9.1% 2,709,106 $153.6M
Cullen Capital Management, LLC 1.74% Reduce -3.7% 2,639,907 $149.7M
BlackRock, Inc. 0.00% Reduce -35.6% 2,320,989 $131.6M
Saratoga Research & Investment Management 6.37% Reduce -14.6% 2,226,748 $126.3M
Equity Investment Corp. 2.88% Add +1.7% 2,169,194 $123.0M
Northern Trust Corp. 0.02% Add +52.1% 2,166,456 $122.8M
Everett Harris & Co. 1.18% Reduce -1.4% 1,650,419 $93.6M
JPMorgan Chase & Co. 0.01% Add +401.5% 1,465,523 $83.1M
Natixis Advisors, LLC 0.14% Add +0.7% 1,309,586 $74.3M
Corient Private Wealth LP 0.12% Reduce -2.6% 1,254,454 $71.1M
Allspring Global Investments Holdings, LLC 0.11% Add +18.2% 1,240,653 $70.1M
T. Rowe Price Associates Inc. 0.01% Reduce -16.3% 1,232,599 $69.9M
Neuberger Berman Group LLC 0.05% Reduce -4.2% 1,147,354 $65.1M
D. E. Shaw & Co. 0.07% Add +592.8% 1,070,818 $60.7M
Aristotle Capital Management, LLC 0.12% Reduce -2.0% 1,060,305 $60.1M
Cooke & Bieler LP 0.58% Reduce -1.6% 1,056,241 $59.9M
LPL Financial LLC 0.02% Add +9.6% 989,748 $56.1M
First Trust Advisors LP 0.05% Add +7.8% 965,733 $54.8M
Citadel Advisors 0.05% Add +93.8% 928,777 $52.7M
Truist Financial Corp. 0.08% Reduce -0.1% 928,716 $52.7M
Brown Advisory Inc. 0.06% Reduce -0.3% 887,234 $50.3M
Welch Group, LLC 2.21% Add +0.6% 863,801 $49.0M
Captrust Financial Advisors 0.14% Reduce -1.1% 862,299 $48.9M
Ameriprise Financial Inc. 0.01% Add +1.9% 844,989 $47.9M
CORDA Investment Management, LLC. 3.74% Reduce -0.5% 825,118 $46.8M
Trillium Asset Management, LLC 1.16% Reduce -4.7% 790,970 $44.8M
Advisors Capital Management, LLC 0.64% Add +2.3% 716,472 $40.6M
Bank of New York Mellon Corp 0.01% Add +4.2% 701,859 $39.8M
UBS Group AG 0.01% Add +1.4% 693,804 $39.3M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.23% No change 686,647 $39.0M
Renaissance Technologies 0.06% New 681,240 $38.6M
JARISLOWSKY, FRASER Ltd 0.22% Add +3.1% 664,094 $37.7M
Oppenheimer Asset Management Inc. 0.45% Add +1.5% 655,964 $37.2M
M&T Bank Corp 0.12% Add +2.4% 654,910 $37.1M
Federation des caisses Desjardins du Quebec 0.19% Add +1.2% 654,875 $37.1M
St. James Investment Company, LLC 6.33% Reduce -4.6% 645,946 $36.6M
Bank of Montreal 0.02% Reduce -66.2% 612,996 $34.8M
Capital Advisors Inc. 0.69% Add +0.6% 608,887 $34.5M
River Road Asset Management, LLC 0.45% Add +10.0% 602,653 $34.2M
Tocqueville Asset Management L.P. 0.53% Reduce -0.3% 599,645 $34.0M
United Capital Financial Advisors, LLC 0.29% Add +28.2% 599,334 $34.0M
Saturna Capital Corp. 0.46% Add +4.1% 597,643 $33.9M
First Eagle Investment Management, LLC 0.07% Add +3.6% 574,689 $32.6M
Mar Vista Investment Partners LLC 2.18% Add +31.1% 561,274 $31.8M
Stifel Financial Corp. 0.03% Add +20.1% 527,458 $29.9M
Janney Montgomery Scott LLC 0.08% Add +17.5% 493,987 $28.0M
PNC Financial Services Group, Inc. 0.02% Add +2.1% 467,492 $26.5M
Commonwealth Equity Services, LLC 0.04% Reduce -0.7% 433,007 $24.6M
HighTower Advisors, LLC 0.03% Add +4.3% 425,390 $24.1M
Cibc World Market Inc. 0.06% Add +1.7% 424,442 $24.1M
Cardinal Capital Management, Inc. 0.80% Add +1.6% 414,394 $23.5M
Grandfield & Dodd, LLC 1.44% Reduce -3.2% 412,022 $23.4M
Chevy Chase Trust Holdings, LLC 0.07% Add +1.1% 411,204 $23.3M
Compagnie Lombard Odier SCmA 0.33% Add +0.3% 392,000 $22.2M
National Bank of Canada 0.03% Add +1.5% 388,007 $22.0M
Mariner, LLC 0.04% Add +5.8% 387,835 $22.0M
Ingalls & Snyder LLC 0.81% Reduce -0.3% 362,779 $20.6M
Franklin Resources Inc. 0.01% Add +3.7% 359,032 $20.4M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -23.7% 348,444 $19.8M
Sei Investments Co. 0.02% Add +8.0% 340,970 $19.3M
Crossmark Global Holdings, Inc. 0.35% Add +10.4% 337,629 $19.1M
Creative Planning 0.02% Add +5.8% 312,693 $17.7M
GMO 0.05% Add +67.6% 296,176 $16.8M
Townsquare Capital LLC 0.18% Add +5.1% 288,829 $16.4M
Wallace Capital Management Inc. 2.22% Reduce -3.6% 286,379 $16.2M
Yacktman Asset Management 0.18% Reduce -3.3% 271,963 $15.4M
Alpha Cubed Investments, LLC 0.69% Add +12.4% 264,738 $15.0M
Zevin Asset Management LLC 2.19% Reduce -2.4% 262,752 $14.9M
Boston Common Asset Management, LLC 0.43% Reduce -20.7% 262,282 $14.9M
Northstar Asset Management Inc. 3.90% Reduce -4.2% 261,777 $14.8M
MML Investors Services, LLC 0.05% Add +19.9% 254,593 $14.4M
Levin Capital Strategies, L.P. 1.36% Add +4.4% 252,083 $14.3M
Euro Pacific Asset Management, LLC 3.06% Reduce -2.2% 250,238 $14.2M
Segall Bryant & Hamill, LLC 0.19% Reduce -36.9% 248,281 $14.1M
Polen Capital Management LLC 0.04% Reduce -5.3% 244,122 $13.8M
Kornitzer Capital Management Inc. 0.27% Add +48.8% 242,399 $13.7M
HRT Financial LP 0.07% Add +75.5% 238,978 $13.6M
Scotia Capital Inc. 0.07% Reduce -12.4% 237,916 $13.5M
Modera Wealth Management, LLC 0.16% Reduce -1.8% 236,630 $13.4M

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

Show all 1,185 holders