Vault-13

UNILEVER PLC

SPON ADR NEW · CUSIP 904767704

1,186 institutional holders +6 vs Q1 2025
232,726,909232.7m shares reported held*
$14.2bnreported value*
88 new 417 added 435 reduced 80 sold out net bought ≈ $831.9m (+13.9m 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 ($19.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $61.08. Options: 16 managers hold calls ($146.9m notional), 17 hold puts ($105.8m).

Trends to Q2 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: 1,180Q2 25: 1,1861,186Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 20251,186

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 23: 465 bought or addedQ3 23: 489 cut or sold outQ4 23: 361 bought or addedQ4 23: 590 cut or sold outQ4 23Q1 24: 479 bought or addedQ1 24: 515 cut or sold outQ2 24: 454 bought or addedQ2 24: 524 cut or sold outQ2 24Q3 24: 487 bought or addedQ3 24: 528 cut or sold outQ4 24: 517 bought or addedQ4 24: 514 cut or sold outQ4 24Q1 25: 528 bought or addedQ1 25: 522 cut or sold outQ2 25: 505 bought or addedQ2 25: 515 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023465489
Q4 2023361590
Q1 2024479515
Q2 2024454524
Q3 2024487528
Q4 2024517514
Q1 2025528522
Q2 2025505515

Calls vs puts

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

CallsPuts
$0$100m$200m$300mQ3 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 0.62Q2 25 calls: $146.9mQ2 25 puts: $105.8mQ2 25P/C 0.72
Numbers
QuarterCallsPutsP/C
Q3 2024$211.7m$172.8m0.82
Q4 2024$165.1m$142.9m0.87
Q1 2025$138.4m$85.6m0.62
Q2 2025$146.9m$105.8m0.72

Biggest buyers

GQG Partners LLC Added +9,452,181+9.5m
ROYAL BANK OF CANADA Added +3,644,972+3.6m
WELLINGTON MANAGEMENT GROUP LLP Added +3,629,875+3.6m
Fisher Asset Management, LLC Added +1,989,631+2.0m
NEUBERGER BERMAN GROUP LLC Added +1,181,877+1.2m
Lansforsakringar Fondforvaltning AB (publ) New +379,453+379.5k
TWO SIGMA INVESTMENTS, LP Added +314,989+315.0k
GOLDMAN SACHS GROUP INC Added +290,119+290.1k
Grantham, Mayo, Van Otterloo & Co. LLC Added +278,263+278.3k
Sustainable Growth Advisers, LP Added +273,554+273.6k

Biggest sellers

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Reduced -2,151,542-2.2m
BANK OF MONTREAL /CAN/ Reduced -1,378,145-1.4m
LAZARD ASSET MANAGEMENT LLC Reduced -860,664-860.7k
MARSHALL WACE, LLP Reduced -694,630-694.6k
BANK OF AMERICA CORP /DE/ Reduced -413,535-413.5k
BNP PARIBAS FINANCIAL MARKETS Reduced -331,574-331.6k
D. E. Shaw & Co., Inc. Sold out -308,391-308.4k
COOKE & BIELER LP Reduced -303,886-303.9k
Clark Capital Management Group, Inc. Reduced -283,292-283.3k
AMERIPRISE FINANCIAL INC Reduced -270,852-270.9k

Biggest calls

CITADEL ADVISORS LLC Added $47.3m773.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $40.1m656.1k shares
Optiver Holding B.V. Reduced $28.5m465.8k shares
SIMPLEX TRADING, LLC Reduced $5.1m84.0k shares
JANE STREET GROUP, LLC Reduced $3.8m62.6k shares
IMC-Chicago, LLC Added $3.8m62.3k shares
GOLDMAN SACHS GROUP INC Unchanged $3.4m56.1k shares
Walleye Capital LLC Added $3.3m54.7k shares
WOLVERINE TRADING, LLC Reduced $3.1m51.2k shares
MILLENNIUM MANAGEMENT LLC Added $2.8m46.4k shares

Biggest puts

Optiver Holding B.V. Reduced $29.3m478.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $24.1m393.4k shares
CITADEL ADVISORS LLC Added $20.8m340.4k shares
SIMPLEX TRADING, LLC Added $8.8m143.7k shares
Walleye Capital LLC Added $4.7m77.5k shares
GOLDMAN SACHS GROUP INC Unchanged $3.4m56.1k shares
IMC-Chicago, LLC Added $3.2m51.5k shares
MILLENNIUM MANAGEMENT LLC Added $2.2m35.3k shares
JANE STREET GROUP, LLC New $2.0m32.7k shares
WOLVERINE TRADING, LLC Added $1.9m31.8k 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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLINGTON MANAGEMENT GROUP LLP 0.35% of their portfolio Boston, MA 31,730,31731.7m $1.9bn $1.9bn 0.35% Added +3.6m +3,629,875
2 Fisher Asset Management, LLC 0.52% of their portfolio PLANO, TX 21,578,64821.6m $1.3bn $1.3bn 0.52% Added +2.0m +1,989,631
3 GQG Partners LLC 0.87% of their portfolio FT. LAUDERDALE, FL 9,987,19210.0m $610.9m $610.9m 0.87% Added +9.5m +9,452,181
4 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 9,278,0239.3m $567.5m $567.5m 0.04% Added +5.9k +5,936
5 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.37% of their portfolio BLOOMINGTON, IL 6,887,7586.9m $421.3m $421.3m 0.37% Unchanged
6 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 6,578,6026.6m $402.4m $402.4m 0.04% Added +3.6m +3,644,972
7 Clearbridge Investments, LLC 0.30% of their portfolio NEW YORK, NY 5,988,5996.0m $366.3m $366.3m 0.30% Added +249.8k +249,754
8 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 5,682,5895.7m $347.6m $347.6m 0.03% Reduced -413.5k -413,535
9 FMR LLC 0.02% of their portfolio BOSTON, MA 5,158,1635.2m $315.5m $315.5m 0.02% Reduced -62.7k -62,703
10 WELLS FARGO & COMPANY/MN 0.07% of their portfolio SAN FRANCISCO, CA 4,868,0624.9m $297.8m $297.8m 0.07% Reduced -182.0k -182,041
11 DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio AUSTIN, TX 4,852,5434.9m $296.8m $296.8m 0.07% Reduced -221.8k -221,826
12 GOLDMAN SACHS GROUP INC 0.05% of their portfolio NEW YORK, NY 4,781,9534.8m $292.5m $292.5m 0.05% Added +290.1k +290,119
13 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 3,867,2843.9m $236.6m $236.6m 0.07% Reduced -58.6k -58,607
14 LAZARD ASSET MANAGEMENT LLC 0.31% of their portfolio NEW YORK, NY 3,662,0803.7m $224.0m $224.0m 0.31% Reduced -860.7k -860,664
15 FIDUCIARY MANAGEMENT INC /WI/ 1.93% of their portfolio MILWAUKEE, WI 3,287,8953.3m $201.1m $201.1m 1.93% Reduced -179.0k -179,011
16 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 3,275,4473.3m $200.4m $200.4m 0.07% Reduced -64.8k -64,784
17 JENNISON ASSOCIATES LLC 0.11% of their portfolio NEW YORK, NY 3,157,0523.2m $193.1m $193.1m 0.11% Reduced -256.3k -256,312
18 Hamlin Capital Management, LLC 4.37% of their portfolio New York, NY 3,085,5713.1m $188.7m $188.7m 4.37% Added +14.7k +14,711
19 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.57% of their portfolio Los Angeles, CA 2,848,0992.8m $174.2m $174.2m 0.57% Reduced -2.2m -2,151,542
20 NEUBERGER BERMAN GROUP LLC 0.13% of their portfolio NEW YORK, NY 2,830,5832.8m $173.1m $173.1m 0.13% Added +1.2m +1,181,877
21 AMERICAN CENTURY COMPANIES INC 0.09% of their portfolio KANSAS CITY, MO 2,585,4092.6m $158.1m $158.1m 0.09% Added +21.3k +21,263
22 Cullen Capital Management, LLC 1.77% of their portfolio New York, NY 2,546,5002.5m $155.8m $155.8m 1.77% Reduced -50.4k -50,446
23 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,539,6632.5m $155.4m $155.4m 0.00% Added +140.4k +140,375
24 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 2,435,2122.4m $149.0m $149.0m 0.02% Added +175.1k +175,079
25 NORGES BANK 0.02% of their portfolio OSLO, Q8 2,370,1062.4m $145.0m $145.0m 0.02% Reduced -167.0k -167,000
26 Saratoga Research & Investment Management 7.06% of their portfolio SARATOGA, CA 2,157,0952.2m $131.9m $131.9m 7.06% Reduced -100.3k -100,343
27 EQUITY INVESTMENT CORP 2.66% of their portfolio ATLANTA, GA 1,985,8242.0m $121.5m $121.5m 2.66% Reduced -129.1k -129,079
28 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,621,5361.6m $99.2m $99.2m 0.01% Added +120.0k +120,004
29 EVERETT HARRIS & CO /CA/ 1.27% of their portfolio LOS ANGELES, CA 1,619,8001.6m $99.1m $99.1m 1.27% Reduced -16.1k -16,060
30 Allspring Global Investments Holdings, LLC 0.16% of their portfolio CHARLOTTE, NC 1,522,1091.5m $93.6m $93.6m 0.16% Reduced -35.2k -35,182
31 MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2.10% of their portfolio Munich, 2M 1,219,2611.2m $74.6m $74.6m 2.10% Added +138.6k +138,646
32 NATIXIS ADVISORS, LLC 0.12% of their portfolio Boston, MA 1,209,8371.2m $74.0m $74.0m 0.12% Reduced -100.2k -100,195
33 CAPTRUST FINANCIAL ADVISORS 0.15% of their portfolio RALEIGH, NC 1,102,3611.1m $67.4m $67.4m 0.15% Added +6.5k +6,515
34 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 1,050,6171.1m $64.3m $64.3m 0.01% Added +28.2k +28,167
35 Aristotle Capital Management, LLC 0.12% of their portfolio LOS ANGELES, CA 1,003,6641.0m $61.4m $61.4m 0.12% Reduced -23.7k -23,682
36 BROWN ADVISORY INC 0.08% of their portfolio BALTIMORE, MD 990,636990.6k $60.6m $60.6m 0.08% Reduced -49.6k -49,555
37 Corient Private Wealth LP 0.08% of their portfolio MIAMI, FL 962,290962.3k $58.9m $58.9m 0.08% Reduced -119.0k -119,033
38 TRUIST FINANCIAL CORP 0.08% of their portfolio CHARLOTTE, NC 914,068914.1k $55.9m $55.9m 0.08% Reduced -4.3k -4,272
39 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 882,923882.9k $54.0m $54.0m 0.02% Added +103.0k +103,043
40 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 853,460853.5k $52.2m $52.2m 0.01% Reduced -81.3k -81,344
41 UBS Group AG 0.01% of their portfolio ZURICH, V8 804,763804.8k $49.2m $49.2m 0.01% Added +91.0k +90,952
42 CORDA Investment Management, LLC. 3.61% of their portfolio HOUSTON, TX 803,108803.1k $49.1m $49.1m 3.61% Reduced -13.7k -13,674
43 FIRST TRUST ADVISORS LP 0.04% of their portfolio Wheaton, IL 775,882775.9k $47.5m $47.5m 0.04% Reduced -97.2k -97,226
44 COOKE & BIELER LP 0.45% of their portfolio PHILADELPHIA, PA 741,096741.1k $45.3m $45.3m 0.45% Reduced -303.9k -303,886
45 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 731,960732.0k $44.8m $44.8m 0.01% Reduced -270.9k -270,852
46 Federation des caisses Desjardins du Quebec 0.19% of their portfolio LEVIS, A8 700,369700.4k $42.8m $42.8m 0.19% Added +20.8k +20,816
47 OPPENHEIMER ASSET MANAGEMENT INC. 0.46% of their portfolio NEW YORK, NY 657,620657.6k $40.2m $40.2m 0.46% Reduced -16.4k -16,363
48 JARISLOWSKY, FRASER Ltd 0.23% of their portfolio MONTREAL, A8 656,322656.3k $40.1m $40.1m 0.23% Reduced -1.1k -1,137
49 Cerity Partners LLC 0.07% of their portfolio NEW YORK, NY 651,981652.0k $39.9m $39.9m 0.07% Added +25.9k +25,879
50 CAPITAL ADVISORS INC/OK 0.71% of their portfolio TULSA, OK 650,314650.3k $39.8m $39.8m 0.71% Added +26.2k +26,188
51 St. James Investment Company, LLC 6.40% of their portfolio SOUTHLAKE, TX 648,277648.3k $39.7m $39.7m 6.40% Reduced -3.5k -3,529
52 TRILLIUM ASSET MANAGEMENT, LLC 1.06% of their portfolio BOSTON, MA 644,614644.6k $39.4m $39.4m 1.06% Reduced -86.1k -86,088
53 Advisors Capital Management, LLC 0.54% of their portfolio RIDGEWOOD, NJ 638,919638.9k $39.1m $39.1m 0.54% Added +28.8k +28,781
54 First Eagle Investment Management, LLC 0.08% of their portfolio NEW YORK, NY 635,155635.2k $38.9m $38.9m 0.08% Reduced -1.8k -1,815
55 M&T Bank Corp 0.13% of their portfolio BUFFALO, NY 634,266634.3k $38.8m $38.8m 0.13% Reduced -14.3k -14,335
56 FACTORY MUTUAL INSURANCE CO 0.42% of their portfolio WALTHAM, MA 629,900629.9k $38.5m $38.5m 0.42% Added +50.0k +50,000
57 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.31% of their portfolio IRVING, TX 625,576625.6k $38.3m $38.3m 0.31% Reduced -15.9k -15,851
58 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 612,093612.1k $37.4m $37.4m 0.04% Added +8.7k +8,711
59 SATURNA CAPITAL CORP 0.50% of their portfolio BELLINGHAM, WA 606,808606.8k $37.1m $37.1m 0.50% Added +865 +865
60 Janney Montgomery Scott LLC 0.10% of their portfolio PHILADELPHIA, PA 603,775603.8k $36.9m $36.9m 0.10% Added +8.6k +8,556
61 Chevy Chase Trust Holdings, LLC 0.11% of their portfolio BETHESDA, MD 601,727601.7k $36.8m $36.8m 0.11% Added +175.5k +175,479
62 River Road Asset Management, LLC 0.41% of their portfolio LOUISVILLE, KY 557,765557.8k $32.6m $32.6m 0.41% Reduced -34.4k -34,400
63 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.51% of their portfolio New York, NY 545,156545.2k $33.3m $33.3m 0.51% Reduced -21.8k -21,845
64 MAR VISTA INVESTMENT PARTNERS LLC 2.41% of their portfolio LOS ANGELES, CA 513,625513.6k $31.4m $31.4m 2.41% Reduced -7.5k -7,454
65 NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio MONTREAL, A8 500,127500.1k $30.6m $30.6m 0.03% Added +129.9k +129,894
66 Clark Capital Management Group, Inc. 0.20% of their portfolio PHILADELPHIA, PA 479,318479.3k $29.3m $29.3m 0.20% Reduced -283.3k -283,292
67 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 463,154463.2k $28.3m $28.3m 0.02% Added +50.2k +50,224
68 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 460,088460.1k $28.1m $28.1m 0.02% Reduced -10.9k -10,874
69 BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio PARIS, I0 443,987444.0k $27.2m $27.2m 0.02% Reduced -331.6k -331,574
70 Sustainable Growth Advisers, LP 0.14% of their portfolio STAMFORD, CT 440,108440.1k $26.9m $26.9m 0.14% Added +273.6k +273,554
71 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 429,269429.3k $26.3m $26.3m 0.03% Reduced -6.8k -6,847
72 SEI INVESTMENTS CO 0.03% of their portfolio OAKS, PA 427,577427.6k $26.2m $26.2m 0.03% Added +63.7k +63,726
73 Cardinal Capital Management, Inc. 0.81% of their portfolio WINNIPEG, A2 424,549424.5k $26.0m $26.0m 0.81% Added +1.2k +1,190
74 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 422,371422.4k $25.8m $25.8m 0.03% Reduced -19.4k -19,373
75 CIBC WORLD MARKET INC. 0.06% of their portfolio TORONTO, A6 416,021416.0k $25.4m $25.4m 0.06% Reduced -5.6k -5,555
76 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 414,847414.8k $25.4m $25.4m 0.01% Reduced -1.4m -1,378,145
77 Grantham, Mayo, Van Otterloo & Co. LLC 0.08% of their portfolio Boston, MA 407,449407.4k $24.9m $24.9m 0.08% Added +278.3k +278,263
78 GRANDFIELD & DODD, LLC 1.43% of their portfolio NEW YORK, NY 400,097400.1k $24.5m $24.5m 1.43% Reduced -10.1k -10,069
79 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 397,694397.7k $24.3m $24.3m 0.01% Reduced -10.5k -10,510
80 Compagnie Lombard Odier SCmA 0.32% of their portfolio 1204 GENEVA, V8 392,000392.0k $24.0m $24.0m 0.32% Unchanged
81 Cheviot Value Management, LLC 2.67% of their portfolio BEVERLY HILLS, CA 381,279381.3k $23.3m $23.3m 2.67% Reduced -2.8k -2,753
82 Lansforsakringar Fondforvaltning AB (publ) 0.13% of their portfolio Stockholm, V7 379,453379.5k $23.1m $23.1m 0.13% New
83 Qube Research & Technologies Ltd 0.03% of their portfolio LONDON, X0 378,313378.3k $23.1m $23.1m 0.03% Added +156.4k +156,404
84 Mariner, LLC 0.03% of their portfolio Overland Park, KS 375,776375.8k $23.0m $23.0m 0.03% Added +16.1k +16,123
85 KORNITZER CAPITAL MANAGEMENT INC /KS 0.45% of their portfolio SHAWNEE MISSION, KS 368,577368.6k $22.5m $22.5m 0.45% Reduced -1.6k -1,575
86 CAPITAL FUND MANAGEMENT S.A. 0.23% of their portfolio PARIS, I0 341,124341.1k $20.9m $20.9m 0.23% Reduced -59.9k -59,933
87 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 336,967337.0k $20.5m $20.5m 0.04% Added +112.0k +112,024
88 Euro Pacific Asset Management, LLC 1.48% of their portfolio DORADO, PR 329,726329.7k $15.9m $15.9m 1.48% Added +83.5k +83,547
89 TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio NEW YORK, NY 319,288319.3k $19.5m $19.5m 0.04% Added +315.0k +314,989
90 Crossmark Global Holdings, Inc. 0.31% of their portfolio HOUSTON, TX 309,483309.5k $18.9m $18.9m 0.31% Reduced -9.8k -9,821
91 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 299,199299.2k $18.3m $18.3m 0.02% Added +4.3k +4,272
92 INGALLS & SNYDER LLC 0.65% of their portfolio NEW YORK, NY 298,955299.0k $18.3m $18.3m 0.65% Reduced -29.1k -29,059
93 Alpha Cubed Investments, LLC 0.67% of their portfolio COSTA MESA, CA 286,901286.9k $17.5m $17.5m 0.67% Added +854 +854
94 Wallace Capital Management Inc. 2.34% of their portfolio DALLAS, TX 281,200281.2k $17.2m $17.2m 2.34% Reduced -4.0k -3,980
95 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 280,590280.6k $17.2m $17.2m 0.05% Added +15.9k +15,913
96 MANAGED ASSET PORTFOLIOS, LLC 2.11% of their portfolio ROCHESTER, MI 265,744265.7k $16.3m $16.3m 2.11% Added +182 +182
97 NORTHSTAR ASSET MANAGEMENT INC 4.37% of their portfolio Boston, MA 258,552258.6k $15.8m $15.8m 4.37% Reduced -1.8k -1,842
98 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 257,052257.1k $15.7m $15.7m 0.02% Added +25.0k +24,956
99 BROADWATER CAPITAL MANAGEMENT LLC 0.20% of their portfolio BOSTON, MA 253,856253.9k $253.9k $253.9k 0.20% Added +249.7k +249,706
100 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 252,984253.0k $15.5m $15.5m 0.03% Added +13.2k +13,182