Vault-13

UNILEVER PLC UL

SPON ADR NEW · ADR · CUSIP 904767803 · ISIN US9047678035

1,154 institutional holders +30 vs Q4 2025
239,619,052239.6m shares reported held*
$13.7bnreported value*
144 new 433 added 372 reduced 107 sold out net bought ≈ $1.7bn (+30.5m 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 ($38.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $57.01. Options: 19 managers hold calls ($207.2m notional), 18 hold puts ($166.4m).

Trends to Q1 2026

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: 1,124Q1 26: 1,1541,154Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 20261,154

Buyers vs sellers

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

Bought or addedCut or sold out
2k02kQ2 24: 0 bought or addedQ2 24: 0 cut or sold outQ3 24: 0 bought or addedQ3 24: 0 cut or sold outQ3 24Q4 24: 1 bought or addedQ4 24: 0 cut or sold outQ1 25: 1 bought or addedQ1 25: 1 cut or sold outQ1 25Q2 25: 1 bought or addedQ2 25: 0 cut or sold outQ3 25: 4 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 1,051 bought or addedQ4 25: 5 cut or sold outQ1 26: 577 bought or addedQ1 26: 479 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202400
Q3 202400
Q4 202410
Q1 202511
Q2 202510
Q3 202541
Q4 20251,0515
Q1 2026577479

Calls vs puts

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

CallsPuts
$0$100m$200m$300mQ2 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 0.59Q1 26 calls: $207.2mQ1 26 puts: $166.4mQ1 26P/C 0.80
Numbers
QuarterCallsPutsP/C
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$131.7m$78.0m0.59
Q1 2026$207.2m$166.4m0.80

Biggest buyers

WELLINGTON MANAGEMENT GROUP LLP Added +8,378,511+8.4m
LAZARD ASSET MANAGEMENT LLC Added +2,433,625+2.4m
ENVESTNET ASSET MANAGEMENT INC Added +1,647,672+1.6m
RENAISSANCE TECHNOLOGIES LLC New +1,177,936+1.2m
JONES FINANCIAL COMPANIES LLLP Added +1,126,402+1.1m
Connor, Clark & Lunn Investment Management Ltd. Added +1,125,404+1.1m
Qube Research & Technologies Ltd New +1,072,089+1.1m
FMR LLC Added +979,721+979.7k
BANK OF AMERICA CORP /DE/ Added +937,346+937.3k
Aristotle Capital Management, LLC New +819,436+819.4k

Biggest sellers

Corient Private Wealth LP Reduced -942,549-942.5k
JENNISON ASSOCIATES LLC Reduced -758,806-758.8k
FACTORY MUTUAL INSURANCE CO Sold out -457,195-457.2k
BARROW HANLEY MEWHINNEY & STRAUSS LLC Reduced -449,139-449.1k
FIDUCIARY MANAGEMENT INC /WI/ Reduced -273,795-273.8k
HRT FINANCIAL LP Sold out -248,941-248.9k
WELLS FARGO & COMPANY/MN Reduced -197,800-197.8k
FRANKLIN RESOURCES INC Reduced -193,865-193.9k
Federation des caisses Desjardins du Quebec Reduced -191,180-191.2k
Allspring Global Investments Holdings, LLC Reduced -166,507-166.5k

Biggest calls

CITADEL ADVISORS LLC Added $43.9m770.9k shares
Optiver Holding B.V. Added $35.5m623.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $27.2m476.7k shares
JANE STREET GROUP, LLC Added $17.8m312.2k shares
GROUP ONE TRADING LLC Added $17.2m301.6k shares
GOLDMAN SACHS GROUP INC Added $17.1m300.0k shares
IMC-Chicago, LLC Added $12.4m217.3k shares
D. E. Shaw & Co., Inc. Reduced $6.0m104.9k shares
MILLENNIUM MANAGEMENT LLC Added $5.9m102.7k shares
Squarepoint Ops LLC New $4.8m85.0k shares

Biggest puts

CITADEL ADVISORS LLC Added $29.8m522.9k shares
Optiver Holding B.V. Added $26.6m466.6k shares
PEAK6 LLC New $25.2m441.5k shares
JANE STREET GROUP, LLC Added $23.1m405.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $14.7m258.9k shares
TUDOR INVESTMENT CORP ET AL New $9.5m166.6k shares
IMC-Chicago, LLC Added $9.3m163.3k shares
LOGAN CAPITAL MANAGEMENT INC New $6.4m111.9k shares
CAPITAL FUND MANAGEMENT S.A. Added $5.1m88.8k shares
MILLENNIUM MANAGEMENT LLC Added $4.6m79.9k 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 Q1 2026

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 Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLINGTON MANAGEMENT GROUP LLP 0.42% of their portfolio Boston, MA 39,930,44339.9m $2.3bn $2.3bn 0.42% Added +8.4m +8,378,511
2 Fisher Asset Management, LLC 0.41% of their portfolio PLANO, TX 21,266,78821.3m $1.2bn $1.2bn 0.41% Added +608.0k +608,050
3 GQG Partners LLC 0.85% of their portfolio FT. LAUDERDALE, FL 9,401,2869.4m $535.6m $535.6m 0.85% Added +382.4k +382,436
4 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 9,359,5959.4m $533.2m $533.2m 0.03% Added +603.6k +603,633
5 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 6,661,4266.7m $379.5m $379.5m 0.03% Added +937.3k +937,346
6 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.27% of their portfolio BLOOMINGTON, IL 6,122,4496.1m $348.8m $348.8m 0.27% Unchanged
7 Clearbridge Investments, LLC 0.28% of their portfolio NEW YORK, NY 5,636,0635.6m $321.1m $321.1m 0.28% Added +112.2k +112,207
8 FMR LLC 0.02% of their portfolio BOSTON, MA 5,563,0945.6m $316.9m $316.9m 0.02% Added +979.7k +979,721
9 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 4,519,6014.5m $257.5m $257.5m 0.07% Added +1.6m +1,647,672
10 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 4,458,7804.5m $254.0m $254.0m 0.05% Reduced -197.8k -197,800
11 DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio AUSTIN, TX 4,384,9414.4m $249.8m $249.8m 0.05% Added +2.1k +2,089
12 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 4,308,7894.3m $245.5m $245.5m 0.03% Added +317.9k +317,948
13 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 4,171,9264.2m $237.7m $237.7m 0.07% Added +555.3k +555,323
14 PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio BALTIMORE, MD 3,791,8623.8m $216.0m $216.0m 0.02% Added +724.2k +724,211
15 BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.68% of their portfolio DALLAS, TX 3,659,4883.7m $208.5m $208.5m 0.68% Reduced -449.1k -449,139
16 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 3,403,8073.4m $193.9m $193.9m 0.04% Added +406.6k +406,610
17 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 3,153,2303.2m $189.1m $189.1m 0.01% Added +662.0k +661,962
18 LAZARD ASSET MANAGEMENT LLC 0.26% of their portfolio NEW YORK, NY 2,794,6002.8m $159.2m $159.2m 0.26% Added +2.4m +2,433,625
19 Thrivent Financial for Lutherans 0.29% of their portfolio Minneapolis, MN 2,648,1482.6m $150.9m $150.9m 0.29% Added +39.9k +39,851
20 Cullen Capital Management, LLC 1.55% of their portfolio New York, NY 2,647,6952.6m $150.8m $150.8m 1.55% Added +460.9k +460,904
21 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.46% of their portfolio Los Angeles, CA 2,617,3902.6m $149.1m $149.1m 0.46% Reduced -106.2k -106,230
22 Hamlin Capital Management, LLC 3.36% of their portfolio New York, NY 2,440,6452.4m $139.0m $139.0m 3.36% Added +116.4k +116,372
23 AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio KANSAS CITY, MO 2,439,9462.4m $139.0m $139.0m 0.07% Reduced -34.9k -34,914
24 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,321,3992.3m $132.3m $132.3m 0.00% Added +13.1k +13,056
25 FIDUCIARY MANAGEMENT INC /WI/ 1.62% of their portfolio MILWAUKEE, WI 2,294,9232.3m $130.7m $130.7m 1.62% Reduced -273.8k -273,795
26 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 2,095,2062.1m $119.4m $119.4m 0.02% Reduced -300 -300
27 EQUITY INVESTMENT CORP 2.18% of their portfolio ATLANTA, GA 1,950,1512.0m $111.1m $111.1m 2.18% Added +106.9k +106,917
28 Saratoga Research & Investment Management 6.06% of their portfolio SARATOGA, CA 1,873,3591.9m $106.7m $106.7m 6.06% Added +20.3k +20,264
29 FEDERATED HERMES, INC. 0.17% of their portfolio PITTSBURGH, PA 1,840,3341.8m $104.8m $104.8m 0.17% Added +423.2k +423,226
30 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,632,7821.6m $93.0m $93.0m 0.02% Added +295.9k +295,856
31 Munich Reinsurance Co Stock Corp in Munich 2.18% of their portfolio MUNICH, 2M 1,554,5241.6m $88.6m $88.6m 2.18% Added +320.3k +320,304
32 CAPTRUST FINANCIAL ADVISORS 0.15% of their portfolio RALEIGH, NC 1,536,2741.5m $87.5m $87.5m 0.15% Added +365.0k +365,045
33 Allspring Global Investments Holdings, LLC 0.13% of their portfolio CHARLOTTE, NC 1,412,2361.4m $79.2m $79.2m 0.13% Reduced -166.5k -166,507
34 EVERETT HARRIS & CO /CA/ 1.03% of their portfolio LOS ANGELES, CA 1,407,5211.4m $80.2m $80.2m 1.03% Reduced -12.4k -12,366
35 NATIXIS ADVISORS, LLC 0.11% of their portfolio Boston, MA 1,378,9881.4m $78.6m $78.6m 0.11% Added +294.1k +294,069
36 Connor, Clark & Lunn Investment Management Ltd. 0.18% of their portfolio VANCOUVER, A1 1,373,9121.4m $78.3m $78.3m 0.18% Added +1.1m +1,125,404
37 JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio DES PERES, MO 1,195,3861.2m $71.0m $71.0m 0.03% Added +1.1m +1,126,402
38 RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio NEW YORK, NY 1,177,9361.2m $67.1m $67.1m 0.10% New
39 Qube Research & Technologies Ltd 0.09% of their portfolio LONDON, X0 1,072,0891.1m $61.1m $61.1m 0.09% New
40 BROWN ADVISORY INC 0.09% of their portfolio BALTIMORE, MD 979,488979.5k $55.8m $55.8m 0.09% Added +1.4k +1,410
41 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 977,288977.3k $55.7m $55.7m 0.01% Reduced -35.0k -35,033
42 UBS Group AG 0.01% of their portfolio ZURICH, V8 921,720921.7k $52.5m $52.5m 0.01% Reduced -69.1k -69,076
43 TRUIST FINANCIAL CORP 0.07% of their portfolio CHARLOTTE, NC 900,153900.2k $51.3m $51.3m 0.07% Added +14.5k +14,529
44 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 843,228843.2k $48.0m $48.0m 0.01% Added +56.1k +56,138
45 Aristotle Capital Management, LLC 0.10% of their portfolio LOS ANGELES, CA 819,436819.4k $46.7m $46.7m 0.10% New
46 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 806,055806.1k $45.9m $45.9m 0.04% Added +113.1k +113,135
47 First Eagle Investment Management, LLC 0.08% of their portfolio NEW YORK, NY 805,940805.9k $45.9m $45.9m 0.08% Added +128.6k +128,556
48 SATURNA CAPITAL CORP 0.63% of their portfolio BELLINGHAM, WA 794,310794.3k $45.3m $45.3m 0.63% Added +218.8k +218,767
49 JENNISON ASSOCIATES LLC 0.03% of their portfolio NEW YORK, NY 760,163760.2k $43.3m $43.3m 0.03% Reduced -758.8k -758,806
50 FIRST TRUST ADVISORS LP 0.03% of their portfolio Wheaton, IL 728,489728.5k $41.5m $41.5m 0.03% Added +8.1k +8,116
51 1832 Asset Management L.P. 0.05% of their portfolio TORONTO, A6 722,824722.8k $41.2m $41.2m 0.05% Added +29.3k +29,264
52 Janney Montgomery Scott LLC 0.10% of their portfolio PHILADELPHIA, PA 721,300721.3k $41.1m $41.1m 0.10% Added +154.0k +154,001
53 COOKE & BIELER LP 0.46% of their portfolio PHILADELPHIA, PA 716,276716.3k $40.8m $40.8m 0.46% Added +141.2k +141,166
54 Advisors Capital Management, LLC 0.43% of their portfolio RIDGEWOOD, NJ 651,915651.9k $37.1m $37.1m 0.43% Added +37.4k +37,425
55 CAPITAL FUND MANAGEMENT S.A. 0.33% of their portfolio PARIS, I0 649,963650.0k $37.0m $37.0m 0.33% Added +533.1k +533,137
56 Cerity Partners LLC 0.05% of their portfolio NEW YORK, NY 646,629646.6k $36.8m $36.8m 0.05% Added +20.9k +20,906
57 CAPITAL ADVISORS INC/OK 0.58% of their portfolio TULSA, OK 635,401635.4k $36.2m $36.2m 0.58% Added +21.8k +21,845
58 OPPENHEIMER ASSET MANAGEMENT INC. 0.40% of their portfolio NEW YORK, NY 622,231622.2k $35.4m $35.4m 0.40% Added +67.1k +67,123
59 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.22% of their portfolio IRVING, TX 617,579617.6k $35.2m $35.2m 0.22% Added +60.2k +60,219
60 Chevy Chase Trust Holdings, LLC 0.10% of their portfolio BETHESDA, MD 588,719588.7k $33.5m $33.5m 0.10% Added +33.0k +33,016
61 Federation des caisses Desjardins du Quebec 0.12% of their portfolio LEVIS, A8 577,035577.0k $32.9m $32.9m 0.12% Reduced -191.2k -191,180
62 St. James Investment Company, LLC 5.06% of their portfolio SOUTHLAKE, TX 567,404567.4k $32.3m $32.3m 5.06% Added +1.5k +1,541
63 Grantham, Mayo, Van Otterloo & Co. LLC 0.08% of their portfolio Boston, MA 537,041537.0k $30.6m $30.6m 0.08% Added +67.7k +67,677
64 M&T Bank Corp 0.10% of their portfolio BUFFALO, NY 511,213511.2k $29.1m $29.1m 0.10% Reduced -34.6k -34,600
65 Point72 Asset Management, L.P. 0.05% of their portfolio STAMFORD, CT 488,846488.8k $27.8m $27.8m 0.05% New
66 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 480,019480.0k $27.3m $27.3m 0.02% Added +474.7k +474,654
67 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.40% of their portfolio New York, NY 469,819469.8k $26.8m $26.8m 0.40% Reduced -7.6k -7,581
68 TRILLIUM ASSET MANAGEMENT, LLC 0.91% of their portfolio BOSTON, MA 467,584467.6k $27.4m $27.4m 0.91% Reduced -16.9k -16,895
69 River Road Asset Management, LLC 0.29% of their portfolio LOUISVILLE, KY 446,188446.2k $25.4m $25.4m 0.29% Reduced -6.3k -6,299
70 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 442,342442.3k $25.2m $25.2m 0.01% Added +56.3k +56,325
71 NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio MONTREAL, A8 441,992442.0k $25.2m $25.2m 0.03% Added +7.8k +7,844
72 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 439,869439.9k $25.1m $25.1m 0.04% Reduced -942.5k -942,549
73 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 435,630435.6k $24.8m $24.8m 0.03% Added +24.4k +24,431
74 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 432,737432.7k $24.7m $24.7m 0.02% Added +9.4k +9,367
75 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio JUPITER, FL 426,531426.5k $24.3m $24.3m 0.10% New
76 Cardinal Capital Management, Inc. 0.64% of their portfolio WINNIPEG, A2 415,717415.7k $23.7m $23.7m 0.64% Added +32.7k +32,659
77 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 406,678406.7k $23.2m $23.2m 0.01% Added +3.2k +3,240
78 Sustainable Growth Advisers, LP 0.22% of their portfolio STAMFORD, CT 405,570405.6k $23.1m $23.1m 0.22% Reduced -34.5k -34,450
79 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 405,108405.1k $23.1m $23.1m 0.02% Reduced -10.3k -10,313
80 ASSETMARK, INC 0.05% of their portfolio CONCORD, CA 399,144399.1k $22.7m $22.7m 0.05% Added +60.8k +60,827
81 Quantinno Capital Management LP 0.03% of their portfolio NEW YORK, NY 360,274360.3k $20.5m $20.5m 0.03% Added +42.2k +42,152
82 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 355,119355.1k $20.2m $20.2m 0.02% New
83 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 349,916349.9k $19.9m $19.9m 0.02% Added +27.3k +27,295
84 Compagnie Lombard Odier SCmA 0.24% of their portfolio 1204 GENEVA, V8 346,666346.7k $19.7m $19.7m 0.24% Reduced -1.8k -1,777
85 MAR VISTA INVESTMENT PARTNERS LLC 1.97% of their portfolio LOS ANGELES, CA 344,958345.0k $19.7m $19.7m 1.97% Added +8.5k +8,491
86 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 341,633341.6k $19.5m $19.5m 0.00% Added +310.8k +310,781
87 GRANDFIELD & DODD, LLC 1.09% of their portfolio NEW YORK, NY 340,169340.2k $19.4m $19.4m 1.09% Reduced -2.9k -2,908
88 KORNITZER CAPITAL MANAGEMENT INC /KS 0.41% of their portfolio SHAWNEE MISSION, KS 332,133332.1k $18.9m $18.9m 0.41% Reduced -1.1k -1,082
89 Cheviot Value Management, LLC 1.90% of their portfolio BEVERLY HILLS, CA 331,886331.9k $18.9m $18.9m 1.90% Reduced -131 -131
90 Mariner, LLC 0.02% of their portfolio Overland Park, KS 319,661319.7k $18.2m $18.2m 0.02% Reduced -27.4k -27,365
91 CLARK ESTATES INC/NY 4.17% of their portfolio NEW YORK, NY 305,000305.0k $17.4m $17.4m 4.17% Added +145.0k +145,000
92 Reynders McVeigh Capital Management, LLC 0.87% of their portfolio BOSTON, MA 304,046304.0k $17.3m $17.3m 0.87% Added +15.7k +15,650
93 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 303,034303.0k $17.3m $17.3m 0.00% Added +42.6k +42,577
94 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 300,677300.7k $17.1m $17.1m 0.02% Reduced -2.9k -2,862
95 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 296,076296.1k $16.9m $16.9m 0.01% New
96 MANAGED ASSET PORTFOLIOS, LLC 2.02% of their portfolio ROCHESTER, MI 296,017296.0k $16.9m $16.9m 2.02% Reduced -3.7k -3,746
97 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 291,190291.2k $16.6m $16.6m 0.05% Reduced -29.6k -29,619
98 XTX Topco Ltd 0.26% of their portfolio LONDON, X0 266,729266.7k $15.2m $15.2m 0.26% Added +250.4k +250,431
99 Capital International Investors 0.00% of their portfolio Los Angeles, CA 263,396263.4k $15.8m $15.8m 0.00% Added +50.6k +50,642
100 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 255,168255.2k $14.5m $14.5m 0.01% Added +76.2k +76,235