Vault-13

UNILEVER PLC

SPON ADR NEW · CUSIP 904767704

1,170 institutional holders -16 vs Q2 2025
236,422,109236.4m shares reported held*
$14.0bnreported value*
71 new 444 added 425 reduced 77 sold out net bought ≈ $384.9m (+6.2m 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 ($20.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.29. Options: 16 managers hold calls ($111.1m notional), 17 hold puts ($92.9m).

Trends to Q3 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: 1,186Q3 25: 1,1701,170Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 20251,170

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ4 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 25Q2 25: 505 bought or addedQ2 25: 515 cut or sold outQ3 25: 515 bought or addedQ3 25: 502 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023361590
Q1 2024479515
Q2 2024454524
Q3 2024487528
Q4 2024517514
Q1 2025528522
Q2 2025505515
Q3 2025515502

Calls vs puts

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

CallsPuts
$0$50m$100m$150m$200mQ4 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 0.72Q3 25 calls: $111.1mQ3 25 puts: $92.9mQ3 25P/C 0.84
Numbers
QuarterCallsPutsP/C
Q4 2024$165.1m$142.9m0.87
Q1 2025$138.4m$85.6m0.62
Q2 2025$146.9m$105.8m0.72
Q3 2025$111.1m$92.9m0.84

Biggest buyers

FMR LLC Added +2,949,054+2.9m
WELLINGTON MANAGEMENT GROUP LLP Added +2,935,227+2.9m
Thrivent Financial for Lutherans Added +2,252,105+2.3m
JPMORGAN CHASE & CO Added +2,040,648+2.0m
PRICE T ROWE ASSOCIATES INC /MD/ Added +1,074,748+1.1m
Fisher Asset Management, LLC Added +959,269+959.3k
Clearbridge Investments, LLC Added +749,080+749.1k
MORGAN STANLEY Added +364,584+364.6k
CITADEL ADVISORS LLC Added +234,302+234.3k
Allspring Global Investments Holdings, LLC Added +204,910+204.9k

Biggest sellers

ROYAL BANK OF CANADA Reduced -3,178,500-3.2m
NEUBERGER BERMAN GROUP LLC Reduced -1,440,372-1.4m
GQG Partners LLC Reduced -706,966-707.0k
Hamlin Capital Management, LLC Reduced -655,159-655.2k
Lansforsakringar Fondforvaltning AB (publ) Sold out -379,453-379.5k
JENNISON ASSOCIATES LLC Reduced -359,176-359.2k
MILLENNIUM MANAGEMENT LLC Sold out -299,199-299.2k
BNP PARIBAS FINANCIAL MARKETS Reduced -290,346-290.3k
TWO SIGMA INVESTMENTS, LP Reduced -254,296-254.3k
BROADWATER CAPITAL MANAGEMENT LLC Reduced -249,706-249.7k

Biggest calls

CITADEL ADVISORS LLC Added $50.9m859.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $17.1m288.2k shares
Optiver Holding B.V. Reduced $10.0m169.5k shares
SIMPLEX TRADING, LLC Added $6.4m107.9k shares
D. E. Shaw & Co., Inc. New $5.3m89.4k shares
IMC-Chicago, LLC Added $3.8m64.9k shares
JANE STREET GROUP, LLC Added $3.8m63.8k shares
GOLDMAN SACHS GROUP INC Unchanged $3.3m56.1k shares
WOLVERINE TRADING, LLC Reduced $2.1m35.4k shares
MILLENNIUM MANAGEMENT LLC Reduced $2.0m34.1k shares

Biggest puts

Optiver Holding B.V. Reduced $26.1m440.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $22.1m372.5k shares
CITADEL ADVISORS LLC Reduced $14.0m237.0k shares
SIMPLEX TRADING, LLC Reduced $6.8m113.9k shares
IMC-Chicago, LLC Added $3.7m63.2k shares
GOLDMAN SACHS GROUP INC Unchanged $3.3m56.1k shares
Walleye Trading LLC Added $2.6m43.7k shares
WOLVERINE TRADING, LLC Added $2.5m41.7k shares
MILLENNIUM MANAGEMENT LLC Added $2.4m39.7k shares
GROUP ONE TRADING LLC Added $2.2m36.5k 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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLINGTON MANAGEMENT GROUP LLP 0.36% of their portfolio Boston, MA 34,665,54434.7m $2.1bn $2.1bn 0.36% Added +2.9m +2,935,227
2 Fisher Asset Management, LLC 0.48% of their portfolio PLANO, TX 22,537,91722.5m $1.3bn $1.3bn 0.48% Added +959.3k +959,269
3 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 9,642,6079.6m $571.6m $571.6m 0.03% Added +364.6k +364,584
4 GQG Partners LLC 0.85% of their portfolio FT. LAUDERDALE, FL 9,280,2269.3m $550.1m $550.1m 0.85% Reduced -707.0k -706,966
5 FMR LLC 0.02% of their portfolio BOSTON, MA 8,107,2178.1m $480.6m $480.6m 0.02% Added +2.9m +2,949,054
6 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.34% of their portfolio BLOOMINGTON, IL 6,887,7586.9m $408.3m $408.3m 0.34% Unchanged
7 Clearbridge Investments, LLC 0.30% of their portfolio NEW YORK, NY 6,737,6796.7m $399.4m $399.4m 0.30% Added +749.1k +749,080
8 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 5,773,6385.8m $342.3m $342.3m 0.03% Added +91.0k +91,049
9 DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio AUSTIN, TX 4,782,8284.8m $283.5m $283.5m 0.06% Reduced -69.7k -69,715
10 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 4,755,7514.8m $281.9m $281.9m 0.06% Reduced -112.3k -112,311
11 GOLDMAN SACHS GROUP INC 0.04% of their portfolio NEW YORK, NY 4,648,2814.6m $275.6m $275.6m 0.04% Reduced -133.7k -133,672
12 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 4,001,0604.0m $237.2m $237.2m 0.07% Added +133.8k +133,776
13 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 3,662,1843.7m $217.1m $217.1m 0.01% Added +2.0m +2,040,648
14 LAZARD ASSET MANAGEMENT LLC 0.27% of their portfolio NEW YORK, NY 3,425,3843.4m $203.1m $203.1m 0.27% Reduced -236.7k -236,696
15 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 3,400,1023.4m $201.6m $201.6m 0.04% Reduced -3.2m -3,178,500
16 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 3,293,2103.3m $195.2m $195.2m 0.06% Added +17.8k +17,763
17 FIDUCIARY MANAGEMENT INC /WI/ 1.89% of their portfolio MILWAUKEE, WI 3,158,2013.2m $187.2m $187.2m 1.89% Reduced -129.7k -129,694
18 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.52% of their portfolio Los Angeles, CA 2,846,4742.8m $168.7m $168.7m 0.52% Reduced -1.6k -1,625
19 JENNISON ASSOCIATES LLC 0.10% of their portfolio NEW YORK, NY 2,797,8762.8m $165.9m $165.9m 0.10% Reduced -359.2k -359,176
20 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,713,1882.7m $160.8m $160.8m 0.00% Added +173.5k +173,525
21 AMERICAN CENTURY COMPANIES INC 0.08% of their portfolio KANSAS CITY, MO 2,642,9732.6m $156.7m $156.7m 0.08% Added +57.6k +57,564
22 Cullen Capital Management, LLC 1.62% of their portfolio New York, NY 2,492,7502.5m $147.8m $147.8m 1.62% Reduced -53.8k -53,750
23 Hamlin Capital Management, LLC 3.28% of their portfolio New York, NY 2,430,4122.4m $144.1m $144.1m 3.28% Reduced -655.2k -655,159
24 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 2,407,0732.4m $142.7m $142.7m 0.02% Reduced -28.1k -28,139
25 Thrivent Financial for Lutherans 0.26% of their portfolio Minneapolis, MN 2,268,3002.3m $134.5m $134.5m 0.26% Added +2.3m +2,252,105
26 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 2,125,3652.1m $126.0m $126.0m 0.01% Added +1.1m +1,074,748
27 Saratoga Research & Investment Management 6.50% of their portfolio SARATOGA, CA 2,108,7172.1m $125.0m $125.0m 6.50% Reduced -48.4k -48,378
28 EQUITY INVESTMENT CORP 2.57% of their portfolio ATLANTA, GA 2,066,9192.1m $122.5m $122.5m 2.57% Added +81.1k +81,095
29 Allspring Global Investments Holdings, LLC 0.16% of their portfolio CHARLOTTE, NC 1,727,0191.7m $101.6m $101.6m 0.16% Added +204.9k +204,910
30 EVERETT HARRIS & CO /CA/ 1.17% of their portfolio LOS ANGELES, CA 1,596,4721.6m $94.6m $94.6m 1.17% Reduced -23.3k -23,328
31 Munich Reinsurance Co Stock Corp in Munich 2.07% of their portfolio MUNICH, 2M 1,391,0501.4m $82.5m $82.5m 2.07% First filing
32 NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio NEW YORK, NY 1,390,2111.4m $82.4m $82.4m 0.06% Reduced -1.4m -1,440,372
33 NATIXIS ADVISORS, LLC 0.11% of their portfolio Boston, MA 1,247,4671.2m $74.0m $74.0m 0.11% Added +37.6k +37,630
34 CAPTRUST FINANCIAL ADVISORS 0.13% of their portfolio RALEIGH, NC 1,116,0311.1m $66.2m $66.2m 0.13% Added +13.7k +13,670
35 BROWN ADVISORY INC 0.08% of their portfolio BALTIMORE, MD 1,069,6581.1m $63.4m $63.4m 0.08% Added +79.0k +79,022
36 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,044,8091.0m $61.9m $61.9m 0.02% Added +161.9k +161,886
37 Aristotle Capital Management, LLC 0.11% of their portfolio LOS ANGELES, CA 991,567991.6k $58.8m $58.8m 0.11% Reduced -12.1k -12,097
38 TRUIST FINANCIAL CORP 0.07% of their portfolio CHARLOTTE, NC 915,243915.2k $54.3m $54.3m 0.07% Added +1.2k +1,175
39 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 896,314896.3k $53.1m $53.1m 0.01% Added +42.9k +42,854
40 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 891,493891.5k $52.8m $52.8m 0.01% Added +159.5k +159,533
41 UBS Group AG 0.01% of their portfolio ZURICH, V8 865,132865.1k $51.3m $51.3m 0.01% Added +60.4k +60,369
42 Corient Private Wealth LP 0.08% of their portfolio MIAMI, FL 855,081855.1k $50.7m $50.7m 0.08% Reduced -107.2k -107,209
43 CORDA Investment Management, LLC. 3.34% of their portfolio HOUSTON, TX 801,259801.3k $47.5m $47.5m 3.34% Reduced -1.8k -1,849
44 FIRST TRUST ADVISORS LP 0.03% of their portfolio Wheaton, IL 791,098791.1k $46.9m $46.9m 0.03% Added +15.2k +15,216
45 Federation des caisses Desjardins du Quebec 0.18% of their portfolio LEVIS, A8 773,648773.6k $45.9m $45.9m 0.18% Added +73.3k +73,279
46 First Eagle Investment Management, LLC 0.08% of their portfolio NEW YORK, NY 701,486701.5k $41.6m $41.6m 0.08% Added +66.3k +66,331
47 FACTORY MUTUAL INSURANCE CO 0.40% of their portfolio WALTHAM, MA 700,409700.4k $41.5m $41.5m 0.40% Added +70.5k +70,509
48 Cerity Partners LLC 0.07% of their portfolio NEW YORK, NY 678,771678.8k $40.2m $40.2m 0.07% Added +26.8k +26,790
49 JARISLOWSKY, FRASER Ltd 0.22% of their portfolio MONTREAL, A8 676,812676.8k $40.1m $40.1m 0.22% Added +20.5k +20,490
50 CAPITAL ADVISORS INC/OK 0.67% of their portfolio TULSA, OK 671,461671.5k $39.8m $39.8m 0.67% Added +21.1k +21,147
51 Advisors Capital Management, LLC 0.49% of their portfolio RIDGEWOOD, NJ 665,494665.5k $39.5m $39.5m 0.49% Added +26.6k +26,575
52 COOKE & BIELER LP 0.40% of their portfolio PHILADELPHIA, PA 648,171648.2k $38.4m $38.4m 0.40% Reduced -92.9k -92,925
53 St. James Investment Company, LLC 6.00% of their portfolio SOUTHLAKE, TX 644,085644.1k $38.2m $38.2m 6.00% Reduced -4.2k -4,192
54 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 641,470641.5k $38.0m $38.0m 0.03% Added +29.4k +29,377
55 OPPENHEIMER ASSET MANAGEMENT INC. 0.42% of their portfolio NEW YORK, NY 637,319637.3k $37.8m $37.8m 0.42% Reduced -20.3k -20,301
56 Chevy Chase Trust Holdings, LLC 0.10% of their portfolio BETHESDA, MD 635,295635.3k $37.7m $37.7m 0.10% Added +33.6k +33,568
57 TRILLIUM ASSET MANAGEMENT, LLC 0.99% of their portfolio BOSTON, MA 632,755632.8k $37.5m $37.5m 0.99% Reduced -11.9k -11,859
58 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.27% of their portfolio IRVING, TX 627,379627.4k $37.2m $37.2m 0.27% Added +1.8k +1,803
59 SATURNA CAPITAL CORP 0.47% of their portfolio BELLINGHAM, WA 612,638612.6k $36.3m $36.3m 0.47% Added +5.8k +5,830
60 Janney Montgomery Scott LLC 0.09% of their portfolio PHILADELPHIA, PA 606,853606.9k $36.0m $36.0m 0.09% Added +3.1k +3,078
61 M&T Bank Corp 0.12% of their portfolio BUFFALO, NY 588,657588.7k $34.9m $34.9m 0.12% Reduced -45.6k -45,609
62 River Road Asset Management, LLC 0.37% of their portfolio LOUISVILLE, KY 551,989552.0k $32.7m $32.7m 0.37% Reduced -5.8k -5,776
63 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.47% of their portfolio New York, NY 538,725538.7k $31.9m $31.9m 0.47% Reduced -6.4k -6,431
64 Clark Capital Management Group, Inc. 0.18% of their portfolio PHILADELPHIA, PA 482,907482.9k $28.6m $28.6m 0.18% Added +3.6k +3,589
65 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 470,259470.3k $27.9m $27.9m 0.02% Added +7.1k +7,105
66 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 466,542466.5k $27.7m $27.7m 0.02% Added +234.3k +234,302
67 NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio MONTREAL, A8 447,836447.8k $26.5m $26.5m 0.03% Reduced -52.3k -52,291
68 Sustainable Growth Advisers, LP 0.15% of their portfolio STAMFORD, CT 443,906443.9k $26.3m $26.3m 0.15% Added +3.8k +3,798
69 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 442,378442.4k $26.2m $26.2m 0.03% Added +13.1k +13,109
70 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 435,871435.9k $25.8m $25.8m 0.02% Reduced -24.2k -24,217
71 Cardinal Capital Management, Inc. 0.74% of their portfolio WINNIPEG, A2 432,684432.7k $25.6m $25.6m 0.74% Added +8.1k +8,135
72 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 423,188423.2k $25.1m $25.1m 0.01% Added +8.3k +8,341
73 CIBC WORLD MARKET INC. 0.05% of their portfolio TORONTO, A6 418,912418.9k $24.8m $24.8m 0.05% Added +2.9k +2,891
74 SEI INVESTMENTS CO 0.03% of their portfolio OAKS, PA 398,150398.1k $23.6m $23.6m 0.03% Reduced -29.4k -29,427
75 MAR VISTA INVESTMENT PARTNERS LLC 2.03% of their portfolio LOS ANGELES, CA 393,929393.9k $23.4m $23.4m 2.03% Reduced -119.7k -119,696
76 GRANDFIELD & DODD, LLC 1.32% of their portfolio NEW YORK, NY 393,834393.8k $23.3m $23.3m 1.32% Reduced -6.3k -6,263
77 Compagnie Lombard Odier SCmA 0.26% of their portfolio 1204 GENEVA, V8 392,000392.0k $23.2m $23.2m 0.26% Unchanged
78 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 380,139380.1k $22.5m $22.5m 0.01% Reduced -17.6k -17,555
79 Cheviot Value Management, LLC 2.48% of their portfolio BEVERLY HILLS, CA 377,270377.3k $23.4m $23.4m 2.48% Reduced -4.0k -4,009
80 KORNITZER CAPITAL MANAGEMENT INC /KS 0.43% of their portfolio SHAWNEE MISSION, KS 364,944364.9k $21.6m $21.6m 0.43% Reduced -3.6k -3,633
81 Mariner, LLC 0.03% of their portfolio Overland Park, KS 364,376364.4k $21.6m $21.6m 0.03% Reduced -11.4k -11,400
82 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 353,229353.2k $20.9m $20.9m 0.03% Reduced -69.1k -69,142
83 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 337,116337.1k $20.0m $20.0m 0.02% Added +84.1k +84,132
84 Crossmark Global Holdings, Inc. 0.29% of their portfolio HOUSTON, TX 324,767324.8k $19.3m $19.3m 0.29% Added +15.3k +15,284
85 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 320,249320.2k $19.4m $19.4m 0.03% Reduced -16.7k -16,718
86 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 302,114302.1k $17.9m $17.9m 0.05% Added +21.5k +21,524
87 Reynders McVeigh Capital Management, LLC 0.83% of their portfolio BOSTON, MA 298,311298.3k $17.7m $17.7m 0.83% Added +48.5k +48,476
88 Grantham, Mayo, Van Otterloo & Co. LLC 0.05% of their portfolio Boston, MA 297,406297.4k $17.6m $17.6m 0.05% Reduced -110.0k -110,043
89 INGALLS & SNYDER LLC 0.58% of their portfolio NEW YORK, NY 296,472296.5k $17.6m $17.6m 0.58% Reduced -2.5k -2,483
90 QV Investors Inc. 1.50% of their portfolio CALGARY, A0 291,784291.8k $17.3m $17.3m 1.50% Added +108.3k +108,330
91 Quantinno Capital Management LP 0.05% of their portfolio NEW YORK, NY 287,617287.6k $17.0m $17.0m 0.05% Added +61.6k +61,592
92 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 286,612286.6k $17.0m $17.0m 0.00% Added +44.3k +44,274
93 Alpha Cubed Investments, LLC 0.57% of their portfolio COSTA MESA, CA 276,342276.3k $16.4m $16.4m 0.57% Reduced -10.6k -10,559
94 Wallace Capital Management Inc. 2.03% of their portfolio DALLAS, TX 275,150275.1k $16.3m $16.3m 2.03% Reduced -6.0k -6,050
95 MANAGED ASSET PORTFOLIOS, LLC 1.96% of their portfolio ROCHESTER, MI 266,439266.4k $15.8m $15.8m 1.96% Added +695 +695
96 NORTHSTAR ASSET MANAGEMENT INC 4.09% of their portfolio Boston, MA 265,201265.2k $15.7m $15.7m 4.09% Added +6.6k +6,649
97 ASSETMARK, INC 0.03% of their portfolio CONCORD, CA 261,392261.4k $15.5m $15.5m 0.03% Added +83.9k +83,896
98 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 247,643247.6k $14.7m $14.7m 0.02% Added +159.8k +159,791
99 Sanctuary Advisors, LLC 0.04% of their portfolio INDIANAPOLIS, IN 243,054243.1k $14.4m $14.4m 0.04% Added +123.4k +123,381
100 CAPITAL FUND MANAGEMENT S.A. 0.14% of their portfolio PARIS, I0 243,029243.0k $14.4m $14.4m 0.14% Reduced -98.1k -98,095