Vault-13

UNILEVER PLC UL

SPON ADR NEW · ADR · CUSIP 904767803 · ISIN US9047678035

1,124 institutional holders +1,119 vs Q3 2025
211,937,742211.9m shares reported held*
$13.9bnreported value*
1,051 new 0 added 5 reduced 0 sold out net bought ≈ $13.7bn (+209.6m 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 ($21.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $65.41. Options: 17 managers hold calls ($131.7m notional), 15 hold puts ($78.0m).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 1Q4 22: 1Q1 23: 1Q2 23: 1Q3 23: 1Q4 23: 1Q1 24: 1Q2 24: 1Q3 24: 1Q4 24: 2Q1 25: 2Q2 25: 3Q3 25: 5Q4 25: 1,1241,124Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 20221
Q4 20221
Q1 20231
Q2 20231
Q3 20231
Q4 20231
Q1 20241
Q2 20241
Q3 20241
Q4 20242
Q1 20252
Q2 20253
Q3 20255
Q4 20251,124

Buyers vs sellers

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

Bought or addedCut or sold out
2k02kQ1 24: 0 bought or addedQ1 24: 0 cut or sold outQ2 24: 0 bought or addedQ2 24: 0 cut or sold outQ2 24Q3 24: 0 bought or addedQ3 24: 0 cut or sold outQ4 24: 1 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 1 cut or sold outQ2 25: 1 bought or addedQ2 25: 0 cut or sold outQ2 25Q3 25: 4 bought or addedQ3 25: 1 cut or sold outQ4 25: 1,051 bought or addedQ4 25: 5 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202400
Q2 202400
Q3 202400
Q4 202410
Q1 202511
Q2 202510
Q3 202541
Q4 20251,0515

Calls vs puts

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

CallsPuts
$0$50m$100m$150mQ1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $131.7mQ4 25 puts: $78.0mQ4 25P/C 0.59
Numbers
QuarterCallsPutsP/C
Q1 2025$0$0—
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$131.7m$78.0m0.59

Biggest buyers

WELLINGTON MANAGEMENT GROUP LLP New +31,551,932+31.6m
Fisher Asset Management, LLC New +20,658,738+20.7m
GQG Partners LLC New +9,018,850+9.0m
MORGAN STANLEY New +8,755,962+8.8m
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO New +6,122,449+6.1m
BANK OF AMERICA CORP /DE/ New +5,724,080+5.7m
Clearbridge Investments, LLC New +5,523,856+5.5m
WELLS FARGO & COMPANY/MN New +4,656,580+4.7m
FMR LLC New +4,583,373+4.6m
DIMENSIONAL FUND ADVISORS LP New +4,382,852+4.4m

Biggest sellers

DGS Capital Management, LLC Reduced -713-713
Essential Partners LLC Reduced -407-407
Aventura Private Wealth, LLC Reduced -207-207
RAFFA WEALTH MANAGEMENT, LLC Reduced -85-85
Principia Wealth Advisory, LLC Reduced -83-83

Biggest calls

CITADEL ADVISORS LLC New $40.7m622.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $28.1m429.2k shares
GROUP ONE TRADING LLC New $10.7m164.1k shares
D. E. Shaw & Co., Inc. New $10.1m154.1k shares
Optiver Holding B.V. New $8.5m130.7k shares
JANE STREET GROUP, LLC New $7.4m112.9k shares
IMC-Chicago, LLC New $6.9m106.1k shares
MILLENNIUM MANAGEMENT LLC New $4.0m61.6k shares
Walleye Capital LLC New $4.0m61.4k shares
GOLDMAN SACHS GROUP INC New $3.2m49.4k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $25.8m393.9k shares
CITADEL ADVISORS LLC New $25.0m382.5k shares
Walleye Trading LLC New $5.2m79.9k shares
IMC-Chicago, LLC New $4.1m62.8k shares
GOLDMAN SACHS GROUP INC New $3.2m49.4k shares
Walleye Capital LLC New $3.0m45.5k shares
CAPITAL FUND MANAGEMENT S.A. New $2.4m36.9k shares
GROUP ONE TRADING LLC New $2.3m35.8k shares
D. E. Shaw & Co., Inc. New $1.8m27.3k shares
SIMPLEX TRADING, LLC New $1.4m104.1k 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.

Insider purchases and sales in Q4 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q4 2025.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLINGTON MANAGEMENT GROUP LLP 0.36% of their portfolio Boston, MA 31,551,93231.6m $2.1bn $2.1bn 0.36% New
2 Fisher Asset Management, LLC 0.46% of their portfolio PLANO, TX 20,658,73820.7m $1.4bn $1.4bn 0.46% New
3 GQG Partners LLC 0.97% of their portfolio FT. LAUDERDALE, FL 9,018,8509.0m $589.8m $589.8m 0.97% New
4 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 8,755,9628.8m $572.6m $572.6m 0.03% New
5 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.31% of their portfolio BLOOMINGTON, IL 6,122,4496.1m $400.4m $400.4m 0.31% New
6 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 5,724,0805.7m $374.4m $374.4m 0.03% New
7 Clearbridge Investments, LLC 0.29% of their portfolio NEW YORK, NY 5,523,8565.5m $361.3m $361.3m 0.29% New
8 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 4,656,5804.7m $304.5m $304.5m 0.06% New
9 FMR LLC 0.02% of their portfolio BOSTON, MA 4,583,3734.6m $299.8m $299.8m 0.02% New
10 DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio AUSTIN, TX 4,382,8524.4m $286.6m $286.6m 0.06% New
11 BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.89% of their portfolio DALLAS, TX 4,108,6274.1m $268.7m $268.7m 0.89% New
12 GOLDMAN SACHS GROUP INC 0.04% of their portfolio NEW YORK, NY 3,990,8414.0m $261.0m $261.0m 0.04% New
13 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 3,616,6033.6m $236.5m $236.5m 0.07% New
14 PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio BALTIMORE, MD 3,067,6513.1m $200.6m $200.6m 0.02% New
15 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 2,997,1973.0m $196.0m $196.0m 0.03% New
16 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 2,871,9292.9m $187.8m $187.8m 0.06% New
17 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.53% of their portfolio Los Angeles, CA 2,723,6202.7m $178.1m $178.1m 0.53% New
18 Thrivent Financial for Lutherans 0.30% of their portfolio Minneapolis, MN 2,608,2972.6m $170.6m $170.6m 0.30% New
19 FIDUCIARY MANAGEMENT INC /WI/ 1.85% of their portfolio MILWAUKEE, WI 2,568,7182.6m $168.0m $168.0m 1.85% New
20 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,491,2682.5m $162.9m $162.9m 0.01% New
21 AMERICAN CENTURY COMPANIES INC 0.08% of their portfolio KANSAS CITY, MO 2,474,8602.5m $161.9m $161.9m 0.08% New
22 Hamlin Capital Management, LLC 3.65% of their portfolio New York, NY 2,324,2732.3m $152.0m $152.0m 3.65% New
23 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,308,3432.3m $151.0m $151.0m 0.00% New
24 Cullen Capital Management, LLC 1.56% of their portfolio New York, NY 2,186,7912.2m $143.0m $143.0m 1.56% New
25 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 2,095,5062.1m $137.0m $137.0m 0.02% New
26 NORGES BANK 0.01% of their portfolio OSLO, Q8 2,018,7592.0m $132.0m $132.0m 0.01% Not comparable
27 Saratoga Research & Investment Management 6.35% of their portfolio SARATOGA, CA 1,853,0951.9m $121.2m $121.2m 6.35% New
28 EQUITY INVESTMENT CORP 2.43% of their portfolio ATLANTA, GA 1,843,2341.8m $120.5m $120.5m 2.43% New
29 Allspring Global Investments Holdings, LLC 0.17% of their portfolio CHARLOTTE, NC 1,578,7431.6m $102.7m $102.7m 0.17% New
30 JENNISON ASSOCIATES LLC 0.06% of their portfolio NEW YORK, NY 1,518,9691.5m $99.3m $99.3m 0.06% New
31 EVERETT HARRIS & CO /CA/ 1.12% of their portfolio LOS ANGELES, CA 1,419,8871.4m $92.9m $92.9m 1.12% New
32 FEDERATED HERMES, INC. 0.15% of their portfolio PITTSBURGH, PA 1,417,1081.4m $92.7m $92.7m 0.15% New
33 Corient Private Wealth LP 0.06% of their portfolio MIAMI, FL 1,382,4181.4m $90.0m $90.0m 0.06% New
34 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,336,9261.3m $87.4m $87.4m 0.02% New
35 Munich Reinsurance Co Stock Corp in Munich 1.97% of their portfolio MUNICH, 2M 1,234,2201.2m $81.0m $81.0m 1.97% New
36 CAPTRUST FINANCIAL ADVISORS 0.15% of their portfolio RALEIGH, NC 1,171,2291.2m $76.6m $76.6m 0.15% New
37 NATIXIS ADVISORS, LLC 0.10% of their portfolio Boston, MA 1,084,9191.1m $71.0m $71.0m 0.10% New
38 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,012,3211.0m $66.2m $66.2m 0.01% New
39 UBS Group AG 0.01% of their portfolio ZURICH, V8 990,796990.8k $64.8m $64.8m 0.01% New
40 BROWN ADVISORY INC 0.09% of their portfolio BALTIMORE, MD 978,078978.1k $64.0m $64.0m 0.09% New
41 TRUIST FINANCIAL CORP 0.08% of their portfolio CHARLOTTE, NC 885,624885.6k $57.9m $57.9m 0.08% New
42 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 787,090787.1k $51.5m $51.5m 0.01% New
43 Federation des caisses Desjardins du Quebec 0.19% of their portfolio LEVIS, A8 768,215768.2k $50.2m $50.2m 0.19% New
44 FIRST TRUST ADVISORS LP 0.03% of their portfolio Wheaton, IL 720,373720.4k $47.1m $47.1m 0.03% New
45 1832 Asset Management L.P. 0.06% of their portfolio TORONTO, A6 693,560693.6k $45.4m $45.4m 0.06% New
46 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 692,920692.9k $45.3m $45.3m 0.04% New
47 First Eagle Investment Management, LLC 0.08% of their portfolio NEW YORK, NY 677,384677.4k $44.3m $44.3m 0.08% New
48 Cerity Partners LLC 0.06% of their portfolio NEW YORK, NY 625,723625.7k $40.9m $40.9m 0.06% New
49 Advisors Capital Management, LLC 0.47% of their portfolio RIDGEWOOD, NJ 614,490614.5k $40.2m $40.2m 0.47% New
50 CAPITAL ADVISORS INC/OK 0.65% of their portfolio TULSA, OK 613,556613.6k $40.1m $40.1m 0.65% New
51 SATURNA CAPITAL CORP 0.50% of their portfolio BELLINGHAM, WA 575,543575.5k $37.6m $37.6m 0.50% New
52 COOKE & BIELER LP 0.39% of their portfolio PHILADELPHIA, PA 575,110575.1k $37.6m $37.6m 0.39% New
53 Janney Montgomery Scott LLC 0.09% of their portfolio PHILADELPHIA, PA 567,299567.3k $37.1m $37.1m 0.09% New
54 St. James Investment Company, LLC 5.94% of their portfolio SOUTHLAKE, TX 565,863565.9k $37.0m $37.0m 5.94% New
55 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.22% of their portfolio IRVING, TX 557,360557.4k $36.5m $36.5m 0.22% New
56 Chevy Chase Trust Holdings, LLC 0.10% of their portfolio BETHESDA, MD 555,703555.7k $36.3m $36.3m 0.10% New
57 OPPENHEIMER ASSET MANAGEMENT INC. 0.45% of their portfolio NEW YORK, NY 555,108555.1k $36.3m $36.3m 0.45% New
58 M&T Bank Corp 0.11% of their portfolio BUFFALO, NY 545,813545.8k $35.7m $35.7m 0.11% New
59 TRILLIUM ASSET MANAGEMENT, LLC 0.99% of their portfolio BOSTON, MA 484,479484.5k $32.2m $32.2m 0.99% New
60 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.46% of their portfolio New York, NY 477,400477.4k $31.2m $31.2m 0.46% New
61 Grantham, Mayo, Van Otterloo & Co. LLC 0.08% of their portfolio Boston, MA 469,364469.4k $30.7m $30.7m 0.08% New
62 FACTORY MUTUAL INSURANCE CO 0.30% of their portfolio WALTHAM, MA 457,195457.2k $29.9m $29.9m 0.30% New
63 River Road Asset Management, LLC 0.32% of their portfolio LOUISVILLE, KY 452,487452.5k $29.6m $29.6m 0.32% New
64 Sustainable Growth Advisers, LP 0.20% of their portfolio STAMFORD, CT 440,020440.0k $28.8m $28.8m 0.20% New
65 NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio MONTREAL, A8 434,148434.1k $28.4m $28.4m 0.03% New
66 SEI INVESTMENTS CO 0.03% of their portfolio OAKS, PA 423,370423.4k $27.7m $27.7m 0.03% New
67 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 415,421415.4k $27.2m $27.2m 0.02% New
68 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 411,199411.2k $26.9m $26.9m 0.03% New
69 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 403,438403.4k $26.4m $26.4m 0.01% New
70 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 386,017386.0k $25.3m $25.3m 0.01% New
71 Cardinal Capital Management, Inc. 0.77% of their portfolio WINNIPEG, A2 383,058383.1k $34.4m $34.4m 0.77% New
72 LAZARD ASSET MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 360,975361.0k $23.6m $23.6m 0.04% New
73 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 357,846357.8k $23.4m $23.4m 0.01% New
74 Compagnie Lombard Odier SCmA 0.25% of their portfolio 1204 GENEVA, V8 348,443348.4k $22.8m $22.8m 0.25% New
75 Mariner, LLC 0.03% of their portfolio Overland Park, KS 347,026347.0k $22.7m $22.7m 0.03% New
76 GRANDFIELD & DODD, LLC 1.27% of their portfolio NEW YORK, NY 343,077343.1k $22.4m $22.4m 1.27% New
77 ASSETMARK, INC 0.05% of their portfolio CONCORD, CA 338,317338.3k $22.1m $22.1m 0.05% New
78 MAR VISTA INVESTMENT PARTNERS LLC 2.03% of their portfolio LOS ANGELES, CA 336,467336.5k $22.1m $22.1m 2.03% New
79 KORNITZER CAPITAL MANAGEMENT INC /KS 0.45% of their portfolio SHAWNEE MISSION, KS 333,215333.2k $21.8m $21.8m 0.45% New
80 Cheviot Value Management, LLC 2.17% of their portfolio BEVERLY HILLS, CA 332,017332.0k $22.1m $22.1m 2.17% New
81 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 322,621322.6k $21.1m $21.1m 0.02% New
82 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 320,809320.8k $21.0m $21.0m 0.05% New
83 Quantinno Capital Management LP 0.04% of their portfolio NEW YORK, NY 318,122318.1k $20.8m $20.8m 0.04% New
84 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 303,539303.5k $19.9m $19.9m 0.03% New
85 MANAGED ASSET PORTFOLIOS, LLC 2.37% of their portfolio ROCHESTER, MI 299,763299.8k $19.6m $19.6m 2.37% New
86 Reynders McVeigh Capital Management, LLC 0.89% of their portfolio BOSTON, MA 288,396288.4k $18.9m $18.9m 0.89% New
87 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 260,457260.5k $17.0m $17.0m 0.00% New
88 INGALLS & SNYDER LLC 0.62% of their portfolio NEW YORK, NY 255,305255.3k $16.7m $16.7m 0.62% New
89 HRT FINANCIAL LP 0.07% of their portfolio NEW YORK, NY 248,941248.9k $16.3m $16.3m 0.07% New
90 Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio VANCOUVER, A1 248,508248.5k $16.3m $16.3m 0.04% New
91 Alpha Cubed Investments, LLC 0.54% of their portfolio COSTA MESA, CA 242,595242.6k $15.9m $15.9m 0.54% New
92 CIBC WORLD MARKET INC. 0.03% of their portfolio TORONTO, A6 226,359226.4k $14.8m $14.8m 0.03% New
93 QV Investors Inc. 1.19% of their portfolio CALGARY, A0 222,783222.8k $14.6m $14.6m 1.19% New
94 ZEVIN ASSET MANAGEMENT LLC 1.93% of their portfolio BOSTON, MA 220,550220.6k $14.4m $14.4m 1.93% New
95 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.08% of their portfolio Stamford, CT 216,260216.3k $14.1m $14.1m 0.08% New
96 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 213,179213.2k $13.9m $13.9m 0.02% New
97 Capital International Investors 0.00% of their portfolio Los Angeles, CA 212,754212.8k $14.0m $14.0m 0.00% New
98 SCOTIA CAPITAL INC. 0.05% of their portfolio TORONTO, A6 205,997206.0k $13.5m $13.5m 0.05% New
99 SCS Capital Management LLC 0.14% of their portfolio BOSTON, MA 197,408197.4k $12.9m $12.9m 0.14% New
100 ProVise Management Group, LLC 0.91% of their portfolio CLEARWATER, FL 196,368196.4k $12.8m $12.8m 0.91% New