Vault-13

UNILEVER PLC

SPON ADR NEW · CUSIP 904767704

1,180 institutional holders -7 vs Q4 2024
219,255,295219.3m shares reported held*
$13.1bnreported value*
84 new 444 added 434 reduced 88 sold out net sold ≈ $45.8m (-767.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($21.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.56. Options: 18 managers hold calls ($138.4m notional), 17 hold puts ($85.6m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 1,021Q4 22: 1,104Q1 23: 1,105Q2 23: 1,084Q3 23: 1,069Q4 23: 1,109Q1 24: 1,094Q2 24: 1,112Q3 24: 1,175Q4 24: 1,187Q1 25: 1,1801,180Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 20221,021
Q4 20221,104
Q1 20231,105
Q2 20231,084
Q3 20231,069
Q4 20231,109
Q1 20241,094
Q2 20241,112
Q3 20241,175
Q4 20241,187
Q1 20251,180

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ2 23: 464 bought or addedQ2 23: 489 cut or sold outQ3 23: 465 bought or addedQ3 23: 489 cut or sold outQ3 23Q4 23: 361 bought or addedQ4 23: 590 cut or sold outQ1 24: 479 bought or addedQ1 24: 515 cut or sold outQ1 24Q2 24: 454 bought or addedQ2 24: 524 cut or sold outQ3 24: 487 bought or addedQ3 24: 528 cut or sold outQ3 24Q4 24: 517 bought or addedQ4 24: 514 cut or sold outQ1 25: 528 bought or addedQ1 25: 522 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023464489
Q3 2023465489
Q4 2023361590
Q1 2024479515
Q2 2024454524
Q3 2024487528
Q4 2024517514
Q1 2025528522

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100m$200m$300mQ2 24 calls: $153.9mQ2 24 puts: $138.3mQ2 24P/C 0.90Q3 24 calls: $211.7mQ3 24 puts: $172.8mQ3 24P/C 0.82Q4 24 calls: $165.1mQ4 24 puts: $142.9mQ4 24P/C 0.87Q1 25 calls: $138.4mQ1 25 puts: $85.6mQ1 25P/C 0.62
Numbers
QuarterCallsPutsP/C
Q2 2024$153.9m$138.3m0.90
Q3 2024$211.7m$172.8m0.82
Q4 2024$165.1m$142.9m0.87
Q1 2025$138.4m$85.6m0.62

Biggest buyers

WELLINGTON MANAGEMENT GROUP LLP Added +3,421,054+3.4m
Clearbridge Investments, LLC Added +2,019,561+2.0m
Fisher Asset Management, LLC Added +1,648,054+1.6m
BANK OF MONTREAL /CAN/ Added +1,179,996+1.2m
Clark Capital Management Group, Inc. New +762,610+762.6k
MARSHALL WACE, LLP New +753,927+753.9k
MORGAN STANLEY Added +606,203+606.2k
FACTORY MUTUAL INSURANCE CO New +579,900+579.9k
NEUBERGER BERMAN GROUP LLC Added +501,352+501.4k
Cerity Partners LLC Added +431,005+431.0k

Biggest sellers

GQG Partners LLC Reduced -5,961,294-6.0m
ALLIANCEBERNSTEIN L.P. Reduced -3,517,104-3.5m
BANK OF AMERICA CORP /DE/ Reduced -1,810,700-1.8m
Welch Group, LLC Reduced -853,054-853.1k
CITADEL ADVISORS LLC Reduced -802,526-802.5k
D. E. Shaw & Co., Inc. Reduced -762,427-762.4k
RENAISSANCE TECHNOLOGIES LLC Reduced -503,400-503.4k
AMERICAN CENTURY COMPANIES INC Reduced -283,540-283.5k
MACKENZIE FINANCIAL CORP Sold out -244,329-244.3k
POLEN CAPITAL MANAGEMENT LLC Sold out -244,122-244.1k

Biggest calls

JANE STREET GROUP, LLC Added $32.5m546.2k shares
Optiver Holding B.V. Reduced $31.9m535.9k shares
CITADEL ADVISORS LLC Reduced $18.8m316.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $16.6m278.2k shares
PEAK6 LLC New $14.7m246.6k shares
SIMPLEX TRADING, LLC Reduced $5.4m91.3k shares
WOLVERINE TRADING, LLC Added $4.0m67.7k shares
GOLDMAN SACHS GROUP INC Unchanged $3.3m56.1k shares
IMC-Chicago, LLC Reduced $2.8m47.6k shares
MILLENNIUM MANAGEMENT LLC Added $1.8m30.1k shares

Biggest puts

Optiver Holding B.V. Reduced $36.1m605.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $17.1m287.4k shares
CITADEL ADVISORS LLC Reduced $15.3m257.7k shares
SIMPLEX TRADING, LLC Reduced $4.3m73.0k shares
GOLDMAN SACHS GROUP INC Unchanged $3.3m56.1k shares
IMC-Chicago, LLC Reduced $2.3m38.5k shares
WOLVERINE TRADING, LLC Reduced $1.4m24.1k shares
GROUP ONE TRADING LLC Reduced $1.2m20.1k shares
CAPITAL FUND MANAGEMENT S.A. Reduced $1.1m18.4k shares
Walleye Capital LLC Reduced $899.2k15.1k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLINGTON MANAGEMENT GROUP LLP 0.32% of their portfolio Boston, MA 28,100,44228.1m $1.7bn $1.7bn 0.32% Added +3.4m +3,421,054
2 Fisher Asset Management, LLC 0.50% of their portfolio PLANO, TX 19,589,01719.6m $1.2bn $1.2bn 0.50% Added +1.6m +1,648,054
3 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 9,272,0879.3m $552.2m $552.2m 0.04% Added +606.2k +606,203
4 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.38% of their portfolio BLOOMINGTON, IL 6,887,7586.9m $410.2m $410.2m 0.38% Unchanged
5 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 6,096,1246.1m $363.0m $363.0m 0.03% Reduced -1.8m -1,810,700
6 Clearbridge Investments, LLC 0.30% of their portfolio NEW YORK, NY 5,738,8455.7m $341.7m $341.7m 0.30% Added +2.0m +2,019,561
7 FMR LLC 0.02% of their portfolio BOSTON, MA 5,220,8665.2m $310.9m $310.9m 0.02% Reduced -237.8k -237,785
8 DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio AUSTIN, TX 5,074,3695.1m $302.2m $302.2m 0.08% Reduced -28.7k -28,706
9 WELLS FARGO & COMPANY/MN 0.07% of their portfolio SAN FRANCISCO, CA 5,050,1035.1m $300.7m $300.7m 0.07% Added +293.0k +293,027
10 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.99% of their portfolio Los Angeles, CA 4,999,6415.0m $297.7m $297.7m 0.99% Reduced -63.3k -63,270
11 LAZARD ASSET MANAGEMENT LLC 0.41% of their portfolio NEW YORK, NY 4,522,7444.5m $269.3m $269.3m 0.41% Added +143.8k +143,761
12 GOLDMAN SACHS GROUP INC 0.05% of their portfolio NEW YORK, NY 4,491,8344.5m $267.5m $267.5m 0.05% Reduced -142.3k -142,349
13 ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio Berwyn, PA 3,925,8913.9m $233.8m $233.8m 0.08% Added +95.4k +95,359
14 FIDUCIARY MANAGEMENT INC /WI/ 1.99% of their portfolio MILWAUKEE, WI 3,466,9063.5m $206.5m $206.5m 1.99% Reduced -169.4k -169,419
15 JENNISON ASSOCIATES LLC 0.14% of their portfolio NEW YORK, NY 3,413,3643.4m $203.3m $203.3m 0.14% Reduced -41.3k -41,322
16 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 3,340,2313.3m $198.9m $198.9m 0.07% Added +222.0k +221,958
17 Hamlin Capital Management, LLC 4.38% of their portfolio New York, NY 3,070,8603.1m $182.9m $182.9m 4.38% Added +195.9k +195,931
18 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 2,933,6302.9m $174.7m $174.7m 0.04% Added +6.7k +6,738
19 Cullen Capital Management, LLC 1.79% of their portfolio New York, NY 2,596,9462.6m $154.6m $154.6m 1.79% Reduced -43.0k -42,961
20 AMERICAN CENTURY COMPANIES INC 0.09% of their portfolio KANSAS CITY, MO 2,564,1462.6m $152.7m $152.7m 0.09% Reduced -283.5k -283,540
21 NORGES BANK 0.02% of their portfolio OSLO, Q8 2,537,1062.5m $151.1m $151.1m 0.02% Reduced -172.0k -172,000
22 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,399,2882.4m $142.9m $142.9m 0.00% Added +78.3k +78,299
23 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 2,260,1332.3m $134.6m $134.6m 0.02% Added +93.7k +93,677
24 Saratoga Research & Investment Management 7.10% of their portfolio SARATOGA, CA 2,257,4382.3m $134.4m $134.4m 7.10% Added +30.7k +30,690
25 EQUITY INVESTMENT CORP 2.82% of their portfolio ATLANTA, GA 2,114,9032.1m $125.9m $125.9m 2.82% Reduced -54.3k -54,291
26 BANK OF MONTREAL /CAN/ 0.06% of their portfolio TORONTO, A6 1,792,9921.8m $106.8m $106.8m 0.06% Added +1.2m +1,179,996
27 NEUBERGER BERMAN GROUP LLC 0.08% of their portfolio NEW YORK, NY 1,648,7061.6m $98.2m $98.2m 0.08% Added +501.4k +501,352
28 EVERETT HARRIS & CO /CA/ 1.25% of their portfolio LOS ANGELES, CA 1,635,8601.6m $97.4m $97.4m 1.25% Reduced -14.6k -14,559
29 Allspring Global Investments Holdings, LLC 0.16% of their portfolio CHARLOTTE, NC 1,557,2911.6m $92.8m $92.8m 0.16% Added +316.6k +316,638
30 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,501,5321.5m $89.4m $89.4m 0.01% Added +36.0k +36,009
31 NATIXIS ADVISORS, LLC 0.14% of their portfolio Boston, MA 1,310,0321.3m $78.0m $78.0m 0.14% Added +446 +446
32 CAPTRUST FINANCIAL ADVISORS 0.16% of their portfolio RALEIGH, NC 1,095,8461.1m $65.3m $65.3m 0.16% Added +233.5k +233,547
33 Corient Private Wealth LP 0.11% of their portfolio MIAMI, FL 1,081,3231.1m $64.4m $64.4m 0.11% Reduced -173.1k -173,131
34 MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.89% of their portfolio Munich, 2M 1,080,6151.1m $64.4m $64.4m 1.89% Added +394.0k +393,968
35 COOKE & BIELER LP 0.62% of their portfolio PHILADELPHIA, PA 1,044,9821.0m $62.2m $62.2m 0.62% Reduced -11.3k -11,259
36 BROWN ADVISORY INC 0.09% of their portfolio BALTIMORE, MD 1,040,1911.0m $61.9m $61.9m 0.09% Added +153.0k +152,957
37 Aristotle Capital Management, LLC 0.12% of their portfolio LOS ANGELES, CA 1,027,3461.0m $61.2m $61.2m 0.12% Reduced -33.0k -32,959
38 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 1,022,4501.0m $60.9m $60.9m 0.01% Reduced -210.1k -210,149
39 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,002,8121.0m $60.3m $60.3m 0.02% Added +157.8k +157,823
40 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 934,804934.8k $55.7m $55.7m 0.01% Added +232.9k +232,945
41 TRUIST FINANCIAL CORP 0.09% of their portfolio CHARLOTTE, NC 918,340918.3k $54.7m $54.7m 0.09% Reduced -10.4k -10,376
42 FIRST TRUST ADVISORS LP 0.05% of their portfolio Wheaton, IL 873,108873.1k $52.0m $52.0m 0.05% Reduced -92.6k -92,625
43 CORDA Investment Management, LLC. 3.87% of their portfolio HOUSTON, TX 816,782816.8k $48.6m $48.6m 3.87% Reduced -8.3k -8,336
44 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 779,880779.9k $46.4m $46.4m 0.02% Reduced -209.9k -209,868
45 BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio PARIS, I0 775,561775.6k $46.2m $46.2m 0.04% First filing
46 Clark Capital Management Group, Inc. 0.33% of their portfolio PHILADELPHIA, PA 762,610762.6k $45.4m $45.4m 0.33% New
47 MARSHALL WACE, LLP 0.06% of their portfolio LONDON, X0 753,927753.9k $44.9m $44.9m 0.06% New
48 TRILLIUM ASSET MANAGEMENT, LLC 1.25% of their portfolio BOSTON, MA 730,702730.7k $43.5m $43.5m 1.25% Reduced -60.3k -60,268
49 UBS Group AG 0.01% of their portfolio ZURICH, V8 713,811713.8k $42.5m $42.5m 0.01% Added +20.0k +20,007
50 Federation des caisses Desjardins du Quebec 0.20% of their portfolio LEVIS, A8 679,553679.6k $40.5m $40.5m 0.20% Added +24.7k +24,678
51 OPPENHEIMER ASSET MANAGEMENT INC. 0.50% of their portfolio NEW YORK, NY 673,983674.0k $40.1m $40.1m 0.50% Added +18.0k +18,019
52 JARISLOWSKY, FRASER Ltd 0.25% of their portfolio MONTREAL, A8 657,459657.5k $39.2m $39.2m 0.25% Reduced -6.6k -6,635
53 St. James Investment Company, LLC 6.47% of their portfolio SOUTHLAKE, TX 651,806651.8k $38.8m $38.8m 6.47% Added +5.9k +5,860
54 M&T Bank Corp 0.14% of their portfolio BUFFALO, NY 648,601648.6k $38.6m $38.6m 0.14% Reduced -6.3k -6,309
55 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.33% of their portfolio IRVING, TX 641,427641.4k $38.2m $38.2m 0.33% Added +42.1k +42,093
56 First Eagle Investment Management, LLC 0.08% of their portfolio NEW YORK, NY 636,970637.0k $37.9m $37.9m 0.08% Added +62.3k +62,281
57 Cerity Partners LLC 0.08% of their portfolio NEW YORK, NY 626,102626.1k $37.3m $37.3m 0.08% Added +431.0k +431,005
58 CAPITAL ADVISORS INC/OK 0.74% of their portfolio TULSA, OK 624,126624.1k $37.2m $37.2m 0.74% Added +15.2k +15,239
59 Advisors Capital Management, LLC 0.56% of their portfolio RIDGEWOOD, NJ 610,138610.1k $36.3m $36.3m 0.56% Reduced -106.3k -106,334
60 SATURNA CAPITAL CORP 0.54% of their portfolio BELLINGHAM, WA 605,943605.9k $36.1m $36.1m 0.54% Added +8.3k +8,300
61 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 603,382603.4k $35.9m $35.9m 0.04% Added +75.9k +75,924
62 Janney Montgomery Scott LLC 0.10% of their portfolio PHILADELPHIA, PA 595,219595.2k $35.4m $35.4m 0.10% Added +101.2k +101,232
63 River Road Asset Management, LLC 0.48% of their portfolio LOUISVILLE, KY 592,165592.2k $35.3m $35.3m 0.48% Reduced -10.5k -10,488
64 FACTORY MUTUAL INSURANCE CO 0.40% of their portfolio WALTHAM, MA 579,900579.9k $34.5m $34.5m 0.40% New
65 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.55% of their portfolio New York, NY 567,001567.0k $33.8m $33.8m 0.55% Reduced -32.6k -32,644
66 GQG Partners LLC 0.05% of their portfolio FT. LAUDERDALE, FL 535,011535.0k $31.9m $31.9m 0.05% Reduced -6.0m -5,961,294
67 MAR VISTA INVESTMENT PARTNERS LLC 2.55% of their portfolio LOS ANGELES, CA 521,079521.1k $31.0m $31.0m 2.55% Reduced -40.2k -40,195
68 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 470,962471.0k $28.0m $28.0m 0.01% Added +3.5k +3,470
69 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 441,744441.7k $26.3m $26.3m 0.04% Added +8.7k +8,737
70 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 436,116436.1k $26.0m $26.0m 0.04% Added +10.7k +10,726
71 Chevy Chase Trust Holdings, LLC 0.08% of their portfolio BETHESDA, MD 426,248426.2k $25.4m $25.4m 0.08% Added +15.0k +15,044
72 Cardinal Capital Management, Inc. 0.86% of their portfolio WINNIPEG, A2 423,359423.4k $25.2m $25.2m 0.86% Added +9.0k +8,965
73 CIBC WORLD MARKET INC. 0.06% of their portfolio TORONTO, A6 421,576421.6k $25.1m $25.1m 0.06% Reduced -2.9k -2,866
74 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 412,930412.9k $24.6m $24.6m 0.02% Added +100.2k +100,237
75 GRANDFIELD & DODD, LLC 1.51% of their portfolio NEW YORK, NY 410,166410.2k $24.4m $24.4m 1.51% Reduced -1.9k -1,856
76 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 408,204408.2k $24.3m $24.3m 0.01% Added +49.2k +49,172
77 CAPITAL FUND MANAGEMENT S.A. 0.30% of their portfolio PARIS, I0 401,057401.1k $23.9m $23.9m 0.30% Added +215.5k +215,534
78 Compagnie Lombard Odier SCmA 0.29% of their portfolio 1204 GENEVA, V8 392,000392.0k $23.3m $23.3m 0.29% Unchanged
79 Cheviot Value Management, LLC 3.00% of their portfolio BEVERLY HILLS, CA 384,032384.0k $24.4m $24.4m 3.00% New
80 NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio MONTREAL, A8 370,233370.2k $22.0m $22.0m 0.03% Reduced -17.8k -17,774
81 KORNITZER CAPITAL MANAGEMENT INC /KS 0.45% of their portfolio SHAWNEE MISSION, KS 370,152370.2k $22.0m $22.0m 0.45% Added +127.8k +127,753
82 Orion Portfolio Solutions, LLC 0.11% of their portfolio Omaha, NE 370,098370.1k $21.5m $21.5m 0.11% Added +166.5k +166,518
83 SEI INVESTMENTS CO 0.03% of their portfolio OAKS, PA 363,851363.9k $21.7m $21.7m 0.03% Added +22.9k +22,881
84 Mariner, LLC 0.04% of their portfolio Overland Park, KS 359,653359.7k $21.4m $21.4m 0.04% Reduced -28.2k -28,182
85 INGALLS & SNYDER LLC 0.65% of their portfolio NEW YORK, NY 328,014328.0k $19.5m $19.5m 0.65% Reduced -34.8k -34,765
86 Crossmark Global Holdings, Inc. 0.34% of their portfolio HOUSTON, TX 319,304319.3k $19.0m $19.0m 0.34% Reduced -18.3k -18,325
87 D. E. Shaw & Co., Inc. 0.02% of their portfolio New York, NY 308,391308.4k $18.4m $18.4m 0.02% Reduced -762.4k -762,427
88 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 294,927294.9k $17.6m $17.6m 0.02% Added +65.4k +65,440
89 Alpha Cubed Investments, LLC 0.76% of their portfolio COSTA MESA, CA 286,047286.0k $17.0m $17.0m 0.76% Added +21.3k +21,309
90 Wallace Capital Management Inc. 2.17% of their portfolio DALLAS, TX 285,180285.2k $17.0m $17.0m 2.17% Reduced -1.2k -1,199
91 TOWNSQUARE CAPITAL LLC 0.18% of their portfolio Lehi, UT 279,201279.2k $16.6m $16.6m 0.18% Reduced -9.6k -9,628
92 Beacon Pointe Advisors, LLC 0.19% of their portfolio NEWPORT BEACH, CA 277,878277.9k $16.5m $16.5m 0.19% Added +150.7k +150,688
93 MANAGED ASSET PORTFOLIOS, LLC 2.19% of their portfolio ROCHESTER, MI 265,562265.6k $15.8m $15.8m 2.19% Added +108.5k +108,488
94 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 264,677264.7k $15.8m $15.8m 0.05% Added +10.1k +10,084
95 NORTHSTAR ASSET MANAGEMENT INC 4.59% of their portfolio Boston, MA 260,394260.4k $15.5m $15.5m 4.59% Reduced -1.4k -1,383
96 YACKTMAN ASSET MANAGEMENT LP 0.20% of their portfolio AUSTIN, TX 250,411250.4k $14.9m $14.9m 0.20% Reduced -21.6k -21,552
97 ZEVIN ASSET MANAGEMENT LLC 2.34% of their portfolio BOSTON, MA 248,304248.3k $14.8m $14.8m 2.34% Reduced -14.4k -14,448
98 Euro Pacific Asset Management, LLC 2.67% of their portfolio DORADO, PR 246,179246.2k $14.7m $14.7m 2.67% Reduced -4.1k -4,059
99 ABC ARBITRAGE SA 2.72% of their portfolio PARIS, I0 245,415245.4k $14.6m $14.6m 2.72% Added +93.6k +93,648
100 SCOTIA CAPITAL INC. 0.08% of their portfolio TORONTO, A6 244,299244.3k $14.5m $14.5m 0.08% Added +6.4k +6,383