UnileverUL
13F holders, Q4 2025 (December 31)39holders −1,130
1new positions
132sold out
$64.00avg. 13F price*
At the end of Q4 2025, 39 institutions reported holding Unilever PLC (UL) in their 13F filings, down 1,130 from Q3 2025. 1 opened new positions and 132 sold out. The largest holders were Matthew Goff Investment Advisor, LLC ($10.9M), Mercer Global Advisors Inc. ($7.1M) and Keating Investment Counselors Inc. ($5.9M).
- Company
- Unilever PLC
- CUSIP
- 904767704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $10K |
| Exits | 132 | $311.7M |
All 13F filers, Q3 2025 → Q4 2025: 10,998 shares bought and 6,622,424 shares sold, net −6,611,426 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Matthew Goff Investment Advisor, LLC | 1.93% | Reduce -13.2% | 166,234 | $10.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -14.7% | 107,819 | $7.1M |
| Keating Investment Counselors Inc. | 1.63% | Reduce -10.9% | 89,984 | $5.9M |
| Tevis Investment Management | 3.50% | No change | 98,076 | $5.8M |
| Jacobs & Co. | 0.40% | Reduce -21.7% | 64,509 | $4.2M |
| Founders Financial Securities LLC | 0.21% | Reduce -8.8% | 54,541 | $3.6M |
| IFP Advisors, Inc | 0.07% | Add +0.0% | 59,984 | $3.3M |
| Callahan Advisors, LLC | 0.18% | Reduce -13.2% | 32,651 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +61.8% | 28,348 | $1.9M |
| Eley Financial Management, Inc | 0.43% | Reduce -10.1% | 18,282 | $1.2M |
| HighPoint Advisor Group LLC | 0.02% | Reduce -15.3% | 12,461 | $815K |
| Fayez Sarofim & Co | 0.00% | Reduce -10.4% | 11,866 | $776K |
| Boit C F David | 0.32% | Reduce -11.1% | 11,555 | $742K |
| IHT Wealth Management, LLC | 0.02% | Reduce -12.0% | 9,863 | $645K |
| Mengis Capital Management, Inc. | 0.11% | Reduce -13.8% | 9,275 | $607K |
| Physicians Financial Services, Inc. | 0.15% | Reduce -13.0% | 8,828 | $577K |
| Raelipskie Partnership | 0.22% | Reduce -44.8% | 8,085 | $529K |
| King Luther Capital Management Corp. | 0.00% | Reduce -6.6% | 7,442 | $487K |
| Beutel, Goodman & Co Ltd. | 0.00% | Reduce -11.9% | 7,298 | $477K |
| Value Investment Professionals, LLC | 0.49% | — | 7,196 | $471K |
| Mather Group, Llc. | 0.00% | Reduce -7.0% | 6,657 | $435K |
| Byrne Asset Management LLC | 0.24% | Reduce -17.6% | 6,406 | $419K |
| Corient Private Wealth LP | 0.00% | Reduce -99.3% | 5,712 | $374K |
| Hanson & Doremus Investment Management | 0.04% | Reduce -31.7% | 5,130 | $336K |
| Cordgrass Capital Advisors, LLC | 0.08% | Reduce -29.6% | 5,006 | $327K |
| Fulcrum Capital LLC | 0.06% | Reduce -4.8% | 4,686 | $306K |
| North Star Asset Management Inc. | 0.01% | Reduce -11.2% | 4,667 | $305K |
| Lummis Asset Management, LP | 0.18% | Reduce -10.8% | 4,460 | $292K |
| Sterling Investment Advisors, Ltd. | 0.05% | Reduce -11.2% | 4,197 | $274K |
| Augustine Asset Management Inc. | 0.05% | Reduce -11.6% | 3,820 | $250K |
| CX Institutional | 0.01% | Reduce -9.3% | 2,746 | $180K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | Reduce -99.6% | 555 | $36K |
| Roble, Belko & Company, Inc | 0.00% | Reduce -11.3% | 470 | $31K |
| Pacifica Partners Inc. | 0.01% | Reduce -99.0% | 276 | $18K |
| Joseph Group Capital Management | 0.00% | New | 152 | $10K |
| Tripletail Wealth Management, LLC | 0.01% | Reduce -12.0% | 117 | $8K |
| Investment Research & Advisory Group, Inc. | 0.00% | Add +28.6% | 27 | $2K |
| Huntington National Bank | 0.00% | Reduce -100.0% | 1 | $55 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -100.0% | 1 | $49 |
"% of holder's portfolio" is UL's weight in each manager's 13F, not the share of Unilever PLC the manager owns.