UnileverUL

13F holders, Q1 2025 (March 31)
1,176holders −9
85new positions
89sold out
11famous investors
$59.56avg. 13F price*

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

InstitutionsTotal Value
New Positions85$204.7M
Exits89$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.

Show all 1,176 holders