Vault-13

UNILEVER PLC

SPON ADR NEW · CUSIP 904767704

39 institutional holders -1,131 vs Q3 2025
869,383869.4k shares reported held*
$55.6mreported value*
1 new 3 added 33 reduced 1,107 sold out net sold ≈ $15.3bn (-234.6m 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. Holder counts are more reliable. Implied quarter-end price ≈ $64.00.

Trends to Q4 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: 1,170Q4 25: 3939Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 202539

Buyers vs sellers

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

Bought or addedCut or sold out
2k02kQ1 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 25Q3 25: 515 bought or addedQ3 25: 502 cut or sold outQ4 25: 4 bought or addedQ4 25: 1,140 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024479515
Q2 2024454524
Q3 2024487528
Q4 2024517514
Q1 2025528522
Q2 2025505515
Q3 2025515502
Q4 202541,140

Calls vs puts

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

CallsPuts
$0$50m$100m$150mQ1 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 0.84Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —
Numbers
QuarterCallsPutsP/C
Q1 2025$138.4m$85.6m0.62
Q2 2025$146.9m$105.8m0.72
Q3 2025$111.1m$92.9m0.84
Q4 2025$0$0—

Biggest buyers

KESTRA PRIVATE WEALTH SERVICES, LLC Added +10,832+10.8k
Joseph Group Capital Management New +152+152
IFP Advisors, Inc Added +8+8
Investment Research & Advisory Group, Inc. Added +6+6

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLP Sold out -34,665,544-34.7m
Fisher Asset Management, LLC Sold out -22,537,917-22.5m
MORGAN STANLEY Sold out -9,642,607-9.6m
GQG Partners LLC Sold out -9,280,226-9.3m
FMR LLC Sold out -8,107,217-8.1m
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Sold out -6,887,758-6.9m
Clearbridge Investments, LLC Sold out -6,737,679-6.7m
BANK OF AMERICA CORP /DE/ Sold out -5,773,638-5.8m
DIMENSIONAL FUND ADVISORS LP Sold out -4,782,828-4.8m
WELLS FARGO & COMPANY/MN Sold out -4,755,751-4.8m

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Matthew Goff Investment Advisor, LLC 1.93% of their portfolio HOUSTON, TX 166,234166.2k $10.9m $10.9m 1.93% Reduced -25.4k -25,377
2 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 107,819107.8k $7.1m $7.1m 0.01% Reduced -18.5k -18,528
3 Tevis Investment Management 3.50% of their portfolio PLANO, TX 98,07698.1k $5.8m $5.8m 3.50% Unchanged
4 KEATING INVESTMENT COUNSELORS INC 1.63% of their portfolio DELRAY BEACH, FL 89,98490.0k $5.9m $5.9m 1.63% Reduced -11.0k -10,964
5 JACOBS & CO/CA 0.40% of their portfolio SAN FRANCISCO, CA 64,50964.5k $4.2m $4.2m 0.40% Reduced -17.9k -17,904
6 IFP Advisors, Inc 0.07% of their portfolio TAMPA, FL 59,98460.0k $3.3m $3.3m 0.07% Added +8 +8
7 FOUNDERS FINANCIAL SECURITIES LLC 0.21% of their portfolio TOWSON, MD 54,54154.5k $3.6m $3.6m 0.21% Reduced -5.3k -5,298
8 Callahan Advisors, LLC 0.18% of their portfolio Houston, TX 32,65132.7k $2.1m $2.1m 0.18% Reduced -4.9k -4,949
9 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 28,34828.3k $1.9m $1.9m 0.02% Added +10.8k +10,832
10 Eley Financial Management, Inc 0.43% of their portfolio SOUTH BURLINGTON, VT 18,28218.3k $1.2m $1.2m 0.43% Reduced -2.1k -2,057
11 HighPoint Advisor Group LLC 0.02% of their portfolio DOWNERS GROVE, IL 12,46112.5k $815.0k $815.0k 0.02% Reduced -2.2k -2,250
12 Fayez Sarofim & Co 0.00% of their portfolio Houston, TX 11,86611.9k $776.0k $776.0k 0.00% Reduced -1.4k -1,371
13 Boit C F David 0.32% of their portfolio BOSTON, MA 11,55511.6k $741.8k $741.8k 0.32% Reduced -1.4k -1,445
14 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 9,8639.9k $645.0k $645.0k 0.02% Reduced -1.3k -1,347
15 Mengis Capital Management, Inc. 0.11% of their portfolio PORTLAND, OR 9,2759.3k $606.6k $606.6k 0.11% Reduced -1.5k -1,487
16 PHYSICIANS FINANCIAL SERVICES, INC. 0.15% of their portfolio RALEIGH, NC 8,8288.8k $577.0k $577.0k 0.15% Reduced -1.3k -1,320
17 RAELIPSKIE PARTNERSHIP 0.22% of their portfolio WATERLOO, A6 8,0858.1k $528.8k $528.8k 0.22% Reduced -6.6k -6,553
18 KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio FORT WORTH, TX 7,4427.4k $486.7k $486.7k 0.00% Reduced -526 -526
19 Beutel, Goodman & Co Ltd. 0.00% of their portfolio TORONTO, A6 7,2987.3k $477.0k $477.0k 0.00% Reduced -987 -987
20 Value Investment Professionals, LLC 0.49% of their portfolio NEW YORK, NY 7,1967.2k $470.6k $470.6k 0.49% First filing
21 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 6,6576.7k $435.4k $435.4k 0.00% Reduced -503 -503
22 Byrne Asset Management LLC 0.23% of their portfolio KINGSTON, NJ 6,4066.4k $419.0k $419.0k 0.23% Reduced -1.4k -1,369
23 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 5,7125.7k $373.6k $373.6k 0.00% Reduced -849.4k -849,369
24 Hanson & Doremus Investment Management 0.04% of their portfolio BURLINGTON, VT 5,1305.1k $336.0k $336.0k 0.04% Reduced -2.4k -2,380
25 Cordgrass Capital Advisors, LLC 0.08% of their portfolio RALEIGH, NC 5,0065.0k $327.4k $327.4k 0.08% Reduced -2.1k -2,107
26 Fulcrum Capital LLC 0.06% of their portfolio SEATTLE, WA 4,6864.7k $306.5k $306.5k 0.06% Reduced -234 -234
27 NORTH STAR ASSET MANAGEMENT INC 0.01% of their portfolio NEENAH, WI 4,6674.7k $305.2k $305.2k 0.01% Reduced -587 -587
28 Lummis Asset Management, LP 0.18% of their portfolio FORT WORTH, TX 4,4604.5k $291.7k $291.7k 0.18% Reduced -540 -540
29 Sterling Investment Advisors, Ltd. 0.05% of their portfolio BERWYN, PA 4,1974.2k $274.5k $274.5k 0.05% Reduced -528 -528
30 AUGUSTINE ASSET MANAGEMENT INC 0.05% of their portfolio JACKSONVILLE, FL 3,8203.8k $249.8k $249.8k 0.05% Reduced -500 -500
31 CX Institutional 0.01% of their portfolio AUBURN, IN 2,7462.7k $180.0k $180.0k 0.01% Reduced -282 -282
32 LOWE BROCKENBROUGH & CO INC 0.00% of their portfolio RICHMOND, VA 555555 $36.3k $36.3k 0.00% Reduced -145.4k -145,412
33 Roble, Belko & Company, Inc 0.00% of their portfolio SEWICKLEY, PA 470470 $31.0k $31.0k 0.00% Reduced -60 -60
34 Pacifica Partners Inc. 0.01% of their portfolio SURREY, Z4 276276 $17.9k $17.9k 0.01% Reduced -27.5k -27,512
35 Joseph Group Capital Management 0.00% of their portfolio COLUMBUS, OH 152152 $9.9k $9.9k 0.00% New
36 Tripletail Wealth Management, LLC 0.01% of their portfolio ORLANDO, FL 117117 $7.7k $7.7k 0.01% Reduced -16 -16
37 Investment Research & Advisory Group, Inc. 0.00% of their portfolio ATLANTA, GA 2727 $1.8k $1.8k 0.00% Added +6 +6
38 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $55 $55 0.00% Reduced -16.0k -16,024
39 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 11 $49 $49 0.00% Reduced -211.4k -211,441