Vault-13

UNILEVER PLC UL

SPON ADR NEW · ADR · CUSIP 904767803 · ISIN US9047678035

1,169 institutional holders +15 vs Q1 2026
257,624,580257.6m shares reported held*
$15.5bnreported value*
109 new 453 added 433 reduced 83 sold out net bought ≈ $993.3m (+16.5m 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 ($35.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $60.11. Options: 21 managers hold calls ($282.2m notional), 16 hold puts ($178.5m).

Trends to Q2 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: 1,154Q2 26: 1,1691,169Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 20261,169

Buyers vs sellers

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

Bought or addedCut or sold out
2k02kQ3 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 25Q1 26: 577 bought or addedQ1 26: 479 cut or sold outQ2 26: 562 bought or addedQ2 26: 516 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202400
Q4 202410
Q1 202511
Q2 202510
Q3 202541
Q4 20251,0515
Q1 2026577479
Q2 2026562516

Calls vs puts

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

CallsPuts
$0$100m$200m$300mQ3 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 0.80Q2 26 calls: $282.2mQ2 26 puts: $178.5mQ2 26P/C 0.63
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$131.7m$78.0m0.59
Q1 2026$207.2m$166.4m0.80
Q2 2026$282.2m$178.5m0.63

Biggest buyers

PRICE T ROWE ASSOCIATES INC /MD/ Added +4,351,357+4.4m
D. E. Shaw & Co., Inc. Added +3,609,127+3.6m
FMR LLC Added +3,442,917+3.4m
Fisher Asset Management, LLC Added +3,426,684+3.4m
CITADEL ADVISORS LLC Added +1,841,960+1.8m
JANE STREET GROUP, LLC Added +1,748,361+1.7m
TWO SIGMA INVESTMENTS, LP Added +1,424,346+1.4m
Connor, Clark & Lunn Investment Management Ltd. Added +1,377,968+1.4m
First Eagle Investment Management, LLC Added +879,074+879.1k
Lansforsakringar Fondforvaltning AB (publ) New +854,189+854.2k

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLP Reduced -4,867,052-4.9m
Clearbridge Investments, LLC Reduced -1,500,234-1.5m
BANK OF AMERICA CORP /DE/ Reduced -1,329,575-1.3m
BARROW HANLEY MEWHINNEY & STRAUSS LLC Reduced -1,139,715-1.1m
Aristotle Capital Management, LLC Sold out -819,436-819.4k
JENNISON ASSOCIATES LLC Reduced -751,673-751.7k
GQG Partners LLC Reduced -727,509-727.5k
FIDUCIARY MANAGEMENT INC /WI/ Reduced -508,279-508.3k
WELLS FARGO & COMPANY/MN Reduced -377,982-378.0k
Point72 Asset Management, L.P. Reduced -332,848-332.8k

Biggest calls

JANE STREET GROUP, LLC Added $71.7m1.2m shares
Optiver Holding B.V. Added $40.7m676.6k shares
CITADEL ADVISORS LLC Reduced $37.0m616.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $30.9m513.8k shares
GOLDMAN SACHS GROUP INC Unchanged $18.0m300.0k shares
Squarepoint Ops LLC Added $16.2m269.5k shares
MILLENNIUM MANAGEMENT LLC Added $11.6m193.1k shares
IMC-Chicago, LLC Reduced $10.8m179.5k shares
Point72 Asset Management, L.P. Added $7.5m124.3k shares
SIMPLEX TRADING, LLC Added $6.9m127.8k shares

Biggest puts

Optiver Holding B.V. Added $46.6m774.9k shares
CITADEL ADVISORS LLC Added $36.8m612.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $23.3m387.1k shares
JANE STREET GROUP, LLC Reduced $21.6m359.6k shares
MILLENNIUM MANAGEMENT LLC Added $11.4m189.1k shares
IMC-Chicago, LLC Reduced $8.5m140.9k shares
Point72 Asset Management, L.P. New $7.3m121.6k shares
TUDOR INVESTMENT CORP ET AL Reduced $5.8m96.3k shares
GROUP ONE TRADING LLC Added $5.2m86.8k shares
Walleye Capital LLC Added $4.2m69.4k 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 since 1 Apr 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 since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLINGTON MANAGEMENT GROUP LLP 0.36% of their portfolio Boston, MA 35,063,39135.1m $2.1bn $2.1bn 0.36% Reduced -4.9m -4,867,052
2 Fisher Asset Management, LLC 0.44% of their portfolio PLANO, TX 24,693,47224.7m $1.5bn $1.5bn 0.44% Added +3.4m +3,426,684
3 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 9,665,3769.7m $581.1m $581.1m 0.03% Added +305.8k +305,781
4 FMR LLC 0.02% of their portfolio BOSTON, MA 9,006,0119.0m $541.4m $541.4m 0.02% Added +3.4m +3,442,917
5 GQG Partners LLC 0.97% of their portfolio FT. LAUDERDALE, FL 8,673,7778.7m $521.5m $521.5m 0.97% Reduced -727.5k -727,509
6 PRICE T ROWE ASSOCIATES INC /MD/ 0.05% of their portfolio BALTIMORE, MD 8,143,2198.1m $489.6m $489.6m 0.05% Added +4.4m +4,351,357
7 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.25% of their portfolio BLOOMINGTON, IL 6,174,0816.2m $371.2m $371.2m 0.25% Added +51.6k +51,632
8 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 5,331,8515.3m $320.6m $320.6m 0.02% Reduced -1.3m -1,329,575
9 DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio AUSTIN, TX 4,808,0714.8m $289.1m $289.1m 0.05% Added +423.1k +423,130
10 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 4,223,7324.2m $253.9m $253.9m 0.06% Reduced -295.9k -295,869
11 Clearbridge Investments, LLC 0.21% of their portfolio NEW YORK, NY 4,135,8294.1m $248.6m $248.6m 0.21% Reduced -1.5m -1,500,234
12 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 4,117,0694.1m $247.5m $247.5m 0.03% Reduced -191.7k -191,720
13 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 4,080,7984.1m $245.3m $245.3m 0.04% Reduced -378.0k -377,982
14 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 3,994,6334.0m $240.2m $240.2m 0.07% Reduced -177.3k -177,293
15 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 3,985,6234.0m $243.9m $243.9m 0.01% Added +832.4k +832,393
16 D. E. Shaw & Co., Inc. 0.14% of their portfolio New York, NY 3,762,7223.8m $226.2m $226.2m 0.14% Added +3.6m +3,609,127
17 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 3,283,0223.3m $197.4m $197.4m 0.03% Reduced -120.8k -120,785
18 LAZARD ASSET MANAGEMENT LLC 0.28% of their portfolio NEW YORK, NY 3,039,8103.0m $182.8m $182.8m 0.28% Added +245.2k +245,210
19 Connor, Clark & Lunn Investment Management Ltd. 0.31% of their portfolio VANCOUVER, A1 2,751,8802.8m $165.4m $165.4m 0.31% Added +1.4m +1,377,968
20 Cullen Capital Management, LLC 1.62% of their portfolio New York, NY 2,745,3602.7m $165.1m $165.1m 1.62% Added +97.7k +97,665
21 Hamlin Capital Management, LLC 3.68% of their portfolio New York, NY 2,722,7212.7m $163.7m $163.7m 3.68% Added +282.1k +282,076
22 Thrivent Financial for Lutherans 0.27% of their portfolio Minneapolis, MN 2,643,4862.6m $158.9m $158.9m 0.27% Reduced -4.7k -4,662
23 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.45% of their portfolio Los Angeles, CA 2,565,8402.6m $154.3m $154.3m 0.45% Reduced -51.5k -51,550
24 BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.46% of their portfolio DALLAS, TX 2,519,7732.5m $151.5m $151.5m 0.46% Reduced -1.1m -1,139,715
25 AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio KANSAS CITY, MO 2,336,4222.3m $140.5m $140.5m 0.06% Reduced -103.5k -103,524
26 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,293,4052.3m $137.9m $137.9m 0.00% Reduced -28.0k -27,994
27 CITADEL ADVISORS LLC 0.07% of their portfolio MIAMI, FL 2,138,0362.1m $128.5m $128.5m 0.07% Added +1.8m +1,841,960
28 JANE STREET GROUP, LLC 0.08% of their portfolio NEW YORK, NY 2,103,4802.1m $126.5m $126.5m 0.08% Added +1.7m +1,748,361
29 EQUITY INVESTMENT CORP 2.29% of their portfolio ATLANTA, GA 1,996,9522.0m $120.1m $120.1m 2.29% Added +46.8k +46,801
30 Saratoga Research & Investment Management 6.53% of their portfolio SARATOGA, CA 1,986,4302.0m $119.4m $119.4m 6.53% Added +113.1k +113,071
31 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,850,2531.9m $111.2m $111.2m 0.01% Reduced -245.0k -244,953
32 FIDUCIARY MANAGEMENT INC /WI/ 1.53% of their portfolio MILWAUKEE, WI 1,786,6441.8m $107.4m $107.4m 1.53% Reduced -508.3k -508,279
33 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,712,5051.7m $103.0m $103.0m 0.02% Added +79.7k +79,723
34 First Eagle Investment Management, LLC 0.08% of their portfolio NEW YORK, NY 1,685,0141.7m $101.3m $101.3m 0.08% Added +879.1k +879,074
35 FEDERATED HERMES, INC. 0.14% of their portfolio PITTSBURGH, PA 1,642,7011.6m $98.8m $98.8m 0.14% Reduced -197.6k -197,633
36 TWO SIGMA INVESTMENTS, LP 0.07% of their portfolio NEW YORK, NY 1,592,1851.6m $95.7m $95.7m 0.07% Added +1.4m +1,424,346
37 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,583,0981.6m $95.2m $95.2m 0.01% Not comparable
38 Munich Reinsurance Co Stock Corp in Munich 2.01% of their portfolio MUNICH, 2M 1,531,0841.5m $92.0m $92.0m 2.01% Reduced -23.4k -23,440
39 CAPTRUST FINANCIAL ADVISORS 0.14% of their portfolio RALEIGH, NC 1,509,4911.5m $90.8m $90.8m 0.14% Reduced -26.8k -26,783
40 Allspring Global Investments Holdings, LLC 0.13% of their portfolio CHARLOTTE, NC 1,438,3441.4m $87.6m $87.6m 0.13% Added +26.1k +26,108
41 EVERETT HARRIS & CO /CA/ 1.05% of their portfolio LOS ANGELES, CA 1,418,7431.4m $85.3m $85.3m 1.05% Added +11.2k +11,222
42 NATIXIS ADVISORS, LLC 0.09% of their portfolio Boston, MA 1,385,2091.4m $83.3m $83.3m 0.09% Added +6.2k +6,221
43 COOKE & BIELER LP 0.86% of their portfolio PHILADELPHIA, PA 1,231,1891.2m $74.0m $74.0m 0.86% Added +514.9k +514,913
44 JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio DES PERES, MO 1,231,0311.2m $74.5m $74.5m 0.03% Added +35.6k +35,645
45 RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio NEW YORK, NY 1,167,3361.2m $70.2m $70.2m 0.10% Reduced -10.6k -10,600
46 Qube Research & Technologies Ltd 0.07% of their portfolio LONDON, X0 1,062,6611.1m $63.9m $63.9m 0.07% Reduced -9.4k -9,428
47 SATURNA CAPITAL CORP 0.77% of their portfolio BELLINGHAM, WA 1,048,8651.0m $63.1m $63.1m 0.77% Added +254.6k +254,555
48 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,033,7201.0m $62.1m $62.1m 0.01% Added +56.4k +56,432
49 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 943,718943.7k $56.7m $56.7m 0.01% Added +100.5k +100,490
50 UBS Group AG 0.01% of their portfolio ZURICH, V8 927,430927.4k $55.8m $55.8m 0.01% Added +5.7k +5,710
51 Lansforsakringar Fondforvaltning AB (publ) 0.23% of their portfolio Stockholm, V7 854,189854.2k $51.3m $51.3m 0.23% New
52 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 812,563812.6k $48.9m $48.9m 0.04% Added +6.5k +6,508
53 1832 Asset Management L.P. 0.06% of their portfolio TORONTO, A6 803,896803.9k $48.3m $48.3m 0.06% Added +81.1k +81,072
54 Janney Montgomery Scott LLC 0.09% of their portfolio PHILADELPHIA, PA 795,511795.5k $47.8m $47.8m 0.09% Added +74.2k +74,211
55 BROWN ADVISORY INC 0.07% of their portfolio BALTIMORE, MD 728,942728.9k $43.8m $43.8m 0.07% Reduced -250.5k -250,546
56 St. James Investment Company, LLC 6.78% of their portfolio SOUTHLAKE, TX 710,415710.4k $42.7m $42.7m 6.78% Added +143.0k +143,011
57 TRUIST FINANCIAL CORP 0.05% of their portfolio CHARLOTTE, NC 680,642680.6k $40.9m $40.9m 0.05% Reduced -219.5k -219,511
58 Advisors Capital Management, LLC 0.43% of their portfolio RIDGEWOOD, NJ 677,809677.8k $40.7m $40.7m 0.43% Added +25.9k +25,894
59 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 670,102670.1k $40.3m $40.3m 0.02% Reduced -58.4k -58,387
60 HRT FINANCIAL LP 0.09% of their portfolio NEW YORK, NY 653,543653.5k $39.3m $39.3m 0.09% New
61 Grantham, Mayo, Van Otterloo & Co. LLC 0.09% of their portfolio Boston, MA 652,686652.7k $39.2m $39.2m 0.09% Added +115.6k +115,645
62 Cerity Partners LLC 0.05% of their portfolio NEW YORK, NY 633,874633.9k $38.1m $38.1m 0.05% Reduced -12.8k -12,755
63 OPPENHEIMER ASSET MANAGEMENT INC. 0.39% of their portfolio NEW YORK, NY 630,098630.1k $37.9m $37.9m 0.39% Added +7.9k +7,867
64 CAPITAL ADVISORS INC/OK 0.56% of their portfolio TULSA, OK 629,025629.0k $37.8m $37.8m 0.56% Reduced -6.4k -6,376
65 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.20% of their portfolio IRVING, TX 616,409616.4k $37.1m $37.1m 0.20% Reduced -1.2k -1,170
66 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 590,086590.1k $35.5m $35.5m 0.02% Added +538.0k +537,980
67 Chevy Chase Trust Holdings, LLC 0.09% of their portfolio BETHESDA, MD 589,797589.8k $35.5m $35.5m 0.09% Added +1.1k +1,078
68 Federation des caisses Desjardins du Quebec 0.11% of their portfolio LEVIS, A8 579,027579.0k $34.8m $34.8m 0.11% Added +2.0k +1,992
69 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 569,489569.5k $34.2m $34.2m 0.01% Added +314.3k +314,321
70 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.14% of their portfolio JUPITER, FL 566,809566.8k $34.1m $34.1m 0.14% Added +140.3k +140,278
71 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 533,030533.0k $32.0m $32.0m 0.04% Added +93.2k +93,161
72 M&T Bank Corp 0.09% of their portfolio BUFFALO, NY 527,848527.8k $31.7m $31.7m 0.09% Added +16.6k +16,635
73 CAPITAL FUND MANAGEMENT S.A. 0.21% of their portfolio PARIS, I0 490,979491.0k $29.5m $29.5m 0.21% Reduced -159.0k -158,984
74 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 490,089490.1k $29.5m $29.5m 0.01% Added +47.7k +47,747
75 ASSETMARK, INC 0.05% of their portfolio CONCORD, CA 479,181479.2k $28.8m $28.8m 0.05% Added +80.0k +80,037
76 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 462,402462.4k $27.8m $27.8m 0.01% Added +443.8k +443,783
77 Holowesko Partners Ltd. 7.00% of their portfolio Nassau, C5 459,600459.6k $27.6m $27.6m 7.00% Added +367.5k +367,500
78 NATIONAL BANK OF CANADA /FI/ 0.02% of their portfolio MONTREAL, A8 454,697454.7k $27.3m $27.3m 0.02% Added +12.7k +12,705
79 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 452,555452.6k $27.2m $27.2m 0.02% Added +47.4k +47,447
80 TRILLIUM ASSET MANAGEMENT, LLC 0.83% of their portfolio BOSTON, MA 447,107447.1k $26.9m $26.9m 0.83% Reduced -20.5k -20,477
81 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 444,887444.9k $26.7m $26.7m 0.02% Added +12.2k +12,150
82 Cardinal Capital Management, Inc. 0.64% of their portfolio WINNIPEG, A2 441,818441.8k $26.6m $26.6m 0.64% Added +26.1k +26,101
83 Trexquant Investment LP 0.16% of their portfolio STAMFORD, CT 439,074439.1k $26.4m $26.4m 0.16% New
84 Freestone Grove Partners LP 0.17% of their portfolio San Francisco, CA 423,982424.0k $25.5m $25.5m 0.17% New
85 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 410,103410.1k $24.7m $24.7m 0.02% Reduced -25.5k -25,527
86 River Road Asset Management, LLC 0.27% of their portfolio LOUISVILLE, KY 408,941408.9k $24.6m $24.6m 0.27% Reduced -37.2k -37,247
87 Quantinno Capital Management LP 0.03% of their portfolio NEW YORK, NY 397,680397.7k $23.9m $23.9m 0.03% Added +37.4k +37,406
88 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 390,342390.3k $23.5m $23.5m 0.00% Added +87.3k +87,308
89 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 389,025389.0k $23.4m $23.4m 0.01% Reduced -17.7k -17,653
90 FACTORY MUTUAL INSURANCE CO 0.21% of their portfolio WALTHAM, MA 375,457375.5k $22.6m $22.6m 0.21% New
91 MANAGED ASSET PORTFOLIOS, LLC 2.58% of their portfolio ROCHESTER, MI 375,179375.2k $22.6m $22.6m 2.58% Added +79.2k +79,162
92 CLARK ESTATES INC/NY 5.13% of their portfolio NEW YORK, NY 370,000370.0k $22.2m $22.2m 5.13% Added +65.0k +65,000
93 Cheviot Value Management, LLC 2.25% of their portfolio BEVERLY HILLS, CA 367,496367.5k $22.1m $22.1m 2.25% Added +35.6k +35,610
94 Compagnie Lombard Odier SCmA 0.23% of their portfolio 1204 GENEVA, V8 346,666346.7k $20.8m $20.8m 0.23% Unchanged
95 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 341,611341.6k $20.5m $20.5m 0.00% Reduced -22 -22
96 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 340,200340.2k $20.5m $20.5m 0.02% Reduced -9.7k -9,716
97 Mariner, LLC 0.02% of their portfolio Overland Park, KS 336,606336.6k $20.2m $20.2m 0.02% Added +16.9k +16,945
98 GRANDFIELD & DODD, LLC 1.05% of their portfolio NEW YORK, NY 333,475333.5k $20.0m $20.0m 1.05% Reduced -6.7k -6,694
99 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 331,756331.8k $19.9m $19.9m 0.04% Added +40.6k +40,566
100 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 319,661319.7k $19.2m $19.2m 0.06% Added +205.7k +205,657