UnileverUL
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 1,176 institutions reported holding Unilever PLC (UL) in their 13F filings, down 9 from Q4 2024. 85 opened new positions and 89 sold out. The largest holders were Wellington Management Group LLP ($1.7B), Fisher Asset Management ($1.2B) and Morgan Stanley ($552.2M). 11 famous investors held it, including Ken Fisher (0.5% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $204.7M |
| Exits | 89 | $91.9M |
All 13F filers, Q4 2024 → Q1 2025: 20,275,529 shares bought and 20,288,554 shares sold, net −13,025 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,176 holders
| Wellington Management Group LLP | 0.32% | Add +13.9% | 28,100,442 | $1.7B |
| Fisher Asset Management | 0.51% | Add +9.2% | 19,589,017 | $1.2B |
| Morgan Stanley | 0.04% | Add +7.0% | 9,272,087 | $552.2M |
| State Farm Mutual Automobile Insurance Co. | 0.38% | No change | 6,887,758 | $410.2M |
| Bank of America Corp. | 0.03% | Reduce -22.9% | 6,096,124 | $363.0M |
| Clearbridge Investments, LLC | 0.30% | Add +54.3% | 5,738,845 | $341.7M |
| FMR LLC | 0.02% | Reduce -4.4% | 5,220,866 | $310.9M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -0.6% | 5,074,369 | $302.2M |
| Wells Fargo & Company | 0.07% | Add +6.2% | 5,050,103 | $300.7M |
| Hotchkis & Wiley Capital Management LLC | 0.99% | Reduce -1.3% | 4,999,641 | $297.7M |
| Lazard Asset Management LLC | 0.45% | Add +3.3% | 4,522,744 | $269.3M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -3.1% | 4,491,834 | $267.5M |
| Envestnet Asset Management Inc. | 0.08% | Add +2.5% | 3,925,891 | $233.8M |
| Fiduciary Management Inc. | 1.99% | Reduce -4.7% | 3,466,906 | $206.5M |
| Jennison Associates LLC | 0.14% | Reduce -1.2% | 3,413,364 | $203.3M |
| Raymond James Financial Inc. | 0.07% | Add +7.1% | 3,340,231 | $198.9M |
| Hamlin Capital Management, LLC | 4.38% | Add +6.8% | 3,070,860 | $182.9M |
| Royal Bank of Canada | 0.04% | Add +0.2% | 2,933,630 | $174.7M |
| Cullen Capital Management, LLC | 1.79% | Reduce -1.6% | 2,596,946 | $154.6M |
| American Century Companies Inc. | 0.09% | Reduce -10.0% | 2,564,146 | $152.7M |
| Norges Bank | 0.02% | Reduce -6.3% | 2,537,106 | $151.1M |
| BlackRock, Inc. | 0.00% | Add +3.4% | 2,399,288 | $142.9M |
| Northern Trust Corp. | 0.02% | Add +4.3% | 2,260,133 | $134.6M |
| Saratoga Research & Investment Management | 7.10% | Add +1.4% | 2,257,438 | $134.4M |
| Equity Investment Corp. | 2.82% | Reduce -2.5% | 2,114,903 | $125.9M |
| Bank of Montreal | 0.06% | Add +192.5% | 1,792,992 | $106.8M |
| Neuberger Berman Group LLC | 0.08% | Add +43.7% | 1,648,706 | $98.2M |
| Everett Harris & Co. | 1.25% | Reduce -0.9% | 1,635,860 | $97.4M |
| Allspring Global Investments Holdings, LLC | 0.16% | Add +25.5% | 1,557,291 | $92.8M |
| JPMorgan Chase & Co. | 0.01% | Add +2.5% | 1,501,532 | $89.4M |
| Natixis Advisors, LLC | 0.14% | Add +0.0% | 1,310,032 | $78.0M |
| Captrust Financial Advisors | 0.16% | Add +27.1% | 1,095,846 | $65.3M |
| Corient Private Wealth LP | 0.11% | Reduce -13.8% | 1,081,323 | $64.4M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1.89% | Add +57.4% | 1,080,615 | $64.4M |
| Cooke & Bieler LP | 0.62% | Reduce -1.1% | 1,044,982 | $62.2M |
| Brown Advisory Inc. | 0.09% | Add +17.2% | 1,040,191 | $61.9M |
| Aristotle Capital Management, LLC | 0.12% | Reduce -3.1% | 1,027,346 | $61.2M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -17.1% | 1,022,450 | $60.9M |
| Ameriprise Financial Inc. | 0.02% | Add +18.7% | 1,002,812 | $60.3M |
| Bank of New York Mellon Corp | 0.01% | Add +33.2% | 934,804 | $55.7M |
| Truist Financial Corp. | 0.09% | Reduce -1.1% | 918,340 | $54.7M |
| First Trust Advisors LP | 0.05% | Reduce -9.6% | 873,108 | $52.0M |
| CORDA Investment Management, LLC. | 3.87% | Reduce -1.0% | 816,782 | $48.6M |
| LPL Financial LLC | 0.02% | Reduce -21.2% | 779,880 | $46.4M |
| BNP Paribas Financial Markets | 0.04% | Add +764.5% | 775,561 | $46.2M |
| Clark Capital Management Group, Inc. | 0.33% | New | 762,610 | $45.4M |
| Marshall Wace, LLP | 0.06% | New | 753,927 | $44.9M |
| Trillium Asset Management, LLC | 1.25% | Reduce -7.6% | 730,702 | $43.5M |
| UBS Group AG | 0.01% | Add +2.9% | 713,811 | $42.5M |
| Federation des caisses Desjardins du Quebec | 0.20% | Add +3.8% | 679,553 | $40.5M |
| Oppenheimer Asset Management Inc. | 0.50% | Add +2.8% | 673,983 | $40.1M |
| JARISLOWSKY, FRASER Ltd | 0.25% | Reduce -1.0% | 657,459 | $39.2M |
| St. James Investment Company, LLC | 6.47% | Add +0.9% | 651,806 | $38.8M |
| M&T Bank Corp | 0.14% | Reduce -1.0% | 648,601 | $38.6M |
| United Capital Financial Advisors, LLC | 0.33% | Add +7.0% | 641,427 | $38.2M |
| First Eagle Investment Management, LLC | 0.08% | Add +10.8% | 636,970 | $37.9M |
| Cerity Partners LLC | 0.08% | Add +220.9% | 626,102 | $37.3M |
| Capital Advisors Inc. | 0.74% | Add +2.5% | 624,126 | $37.2M |
| Advisors Capital Management, LLC | 0.56% | Reduce -14.8% | 610,138 | $36.3M |
| Saturna Capital Corp. | 0.54% | Add +1.4% | 605,943 | $36.1M |
| Stifel Financial Corp. | 0.04% | Add +14.4% | 603,382 | $35.9M |
| Janney Montgomery Scott LLC | 0.10% | Add +20.5% | 595,219 | $35.4M |
| River Road Asset Management, LLC | 0.48% | Reduce -1.7% | 592,165 | $35.3M |
| Factory Mutual Insurance Co. | 0.40% | New | 579,900 | $34.5M |
| Tocqueville Asset Management L.P. | 0.55% | Reduce -5.4% | 567,001 | $33.8M |
| GQG Partners LLC | 0.05% | Reduce -91.8% | 535,011 | $31.9M |
| Mar Vista Investment Partners LLC | 2.55% | Reduce -7.2% | 521,079 | $31.0M |
| PNC Financial Services Group, Inc. | 0.01% | Add +0.7% | 470,962 | $28.0M |
| Commonwealth Equity Services, LLC | 0.04% | Add +2.0% | 441,744 | $26.3M |
| HighTower Advisors, LLC | 0.04% | Add +2.5% | 436,116 | $26.0M |
| Chevy Chase Trust Holdings, LLC | 0.08% | Add +3.7% | 426,248 | $25.4M |
| Cardinal Capital Management, Inc. | 0.86% | Add +2.2% | 423,359 | $25.2M |
| Cibc World Market Inc. | 0.06% | Reduce -0.7% | 421,576 | $25.1M |
| Creative Planning | 0.02% | Add +32.1% | 412,930 | $24.6M |
| Grandfield & Dodd, LLC | 1.51% | Reduce -0.5% | 410,166 | $24.4M |
| Cheviot Value Management, LLC | 3.00% | New | 384,032 | $24.4M |
| Franklin Resources Inc. | 0.01% | Add +13.7% | 408,204 | $24.3M |
| Capital Fund Management S.A. | 0.30% | Add +116.2% | 401,057 | $23.9M |
| Compagnie Lombard Odier SCmA | 0.29% | No change | 392,000 | $23.3M |
| National Bank of Canada | 0.03% | Reduce -4.6% | 370,233 | $22.0M |
| Kornitzer Capital Management Inc. | 0.46% | Add +52.7% | 370,152 | $22.0M |
| Sei Investments Co. | 0.03% | Add +6.7% | 363,851 | $21.7M |
| Mariner, LLC | 0.04% | Reduce -7.3% | 359,653 | $21.4M |
| Ingalls & Snyder LLC | 0.65% | Reduce -9.6% | 328,014 | $19.5M |
| Crossmark Global Holdings, Inc. | 0.34% | Reduce -5.4% | 319,304 | $19.0M |
| D. E. Shaw & Co. | 0.02% | Reduce -71.2% | 308,391 | $18.4M |
| Millennium Management | 0.02% | Add +28.5% | 294,927 | $17.6M |
| Alpha Cubed Investments, LLC | 0.76% | Add +8.1% | 286,047 | $17.0M |
| Wallace Capital Management Inc. | 2.17% | Reduce -0.4% | 285,180 | $17.0M |
| Townsquare Capital LLC | 0.18% | Reduce -3.3% | 279,201 | $16.6M |
| Beacon Pointe Advisors, LLC | 0.19% | Add +118.5% | 277,878 | $16.5M |
| Managed Asset Portfolios, LLC | 2.19% | Add +69.1% | 265,562 | $15.8M |
| MML Investors Services, LLC | 0.05% | Add +4.0% | 264,677 | $15.8M |
| Northstar Asset Management Inc. | 4.59% | Reduce -0.5% | 260,394 | $15.5M |
| Yacktman Asset Management | 0.20% | Reduce -7.9% | 250,411 | $14.9M |
| Zevin Asset Management LLC | 2.34% | Reduce -5.5% | 248,304 | $14.8M |
| Euro Pacific Asset Management, LLC | 2.67% | Reduce -1.6% | 246,179 | $14.7M |
| Abc Arbitrage SA | 2.72% | Add +61.7% | 245,415 | $14.6M |
| Scotia Capital Inc. | 0.08% | Add +2.7% | 244,299 | $14.5M |
| Cetera Investment Advisers | 0.03% | Add +6.1% | 239,802 | $14.3M |
"% of holder's portfolio" is UL's weight in each manager's 13F, not the share of Unilever PLC the manager owns.