UL — UNILEVER PLC
Reported value held$5.38B
Funds holding (latest)37
SectorConsumer Discretionary
Funds holding (Q2 2026)35
Institutional value$5.37B · 97.38M sh
New / Add / Cut / Exit3 / 14 / 16 / 1
Top-5 / Top-10 concentration70.7% / 87.6%
Institutional holdings change
Accumulating +8.2%
(+7.35M sh)
Institutional value change
Up +9.3%
As of Q2 2026, 35 SEC-registered investment managers reported holding UL (UNILEVER PLC) in their latest 13F filings, with a combined reported value of $5.37B across 97.38M shares. That is +8.2% by share count (+7.35M shares) versus the previous quarter, while reported value moved +9.3%. Ownership is concentrated: the five largest holders account for 70.7% of reported value and the top ten for 87.6%.
Compared with the prior quarter, 3 opened new positions, 14 added to existing stakes, 16 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
UL is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 35.06M | $2.11B | 0.38% | Reduce |
| Morgan Stanley history | 9.67M | $581.08M | 0.03% | Add |
| Fidelity Management & Research (FMR) history | 9.01M | $541.44M | 0.03% | Add |
| Bank of America Corp history | 5.33M | $320.55M | 0.02% | Reduce |
| Wells Fargo & Co history | 4.08M | $245.34M | 0.04% | Reduce |
| JPMorgan Chase & Co history | 3.99M | $243.92M | 0.03% | New |
| D. E. Shaw & Co history | 3.83M | $230.43M | 0.12% | Add |
| Lazard Asset Management history | 3.04M | $182.75M | 0.28% | Add |
| BlackRock Inc history | 2.29M | $137.88M | 0.00% | Reduce |
| Northern Trust Corp history | 1.85M | $111.24M | 0.01% | Reduce |
| Two Sigma Investments history | 1.59M | $95.72M | 0.07% | Add |
| Norges Bank Investment Management history | 1.58M | $95.18M | 0.01% | Reduce |
| Renaissance Technologies history | 1.17M | $70.18M | 0.10% | Reduce |
| BNY Mellon history | 943.72K | $56.74M | 0.01% | Add |
| UBS Group AG history | 927.43K | $55.76M | 0.02% | Add |
| First Eagle Investment Management history | 842.51K | $50.65M | 0.09% | Add |
| Citadel Advisors history | 612.00K | $36.79M | 0.04% | Reduce |
| Millennium Management history | 584.66K | $35.15M | 0.01% | Reduce |
| AQR Capital Management history | 569.49K | $34.24M | 0.01% | Add |
| Arrowstreet Capital history | 462.40K | $27.80M | 0.01% | Add |
| Charles Schwab Investment Management history | 390.34K | $23.47M | 0.00% | Add |
| PNC Financial Services history | 389.02K | $23.39M | 0.01% | Reduce |
| Goldman Sachs Group history | 300.00K | $18.04M | 0.01% | Reduce |
| Manulife Financial history | 172.06K | $10.34M | 0.01% | New |
| Franklin Resources history | 148.40K | $8.92M | 0.00% | Reduce |
| Point72 Asset Management history | 121.60K | $7.31M | 0.03% | Reduce |
| Citigroup Inc history | 108.60K | $6.53M | 0.00% | Reduce |
| Royce & Associates history | 74.00K | $4.45M | 0.04% | Hold |
| Temasek Holdings history | 38.93K | $2.34M | 0.01% | New |
| Deutsche Bank AG history | 31.73K | $1.91M | 0.00% | Reduce |
| Invesco Ltd history | 16.75K | $1.01M | 0.00% | Add |
| T. Rowe Price Associates history | 8.14M | $489.57K | 0.05% | Add |
| Dodge & Cox history | 5.24K | $315.21K | 0.00% | Hold |
| Harris Associates (Oakmark) history | 4.52K | $271.50K | 0.00% | Add |
| Baillie Gifford & Co history | 350 | $21.04K | 0.00% | Reduce |
Q1 2026 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 39.93M | $2.27B | 0.43% | Add |
| Morgan Stanley history | 9.36M | $533.22M | 0.03% | Add |
| Bank of America Corp history | 6.66M | $379.50M | 0.03% | Add |
| Fidelity Management & Research (FMR) history | 5.56M | $316.93M | 0.02% | Add |
| Goldman Sachs Group history | 4.61M | $262.56M | 0.03% | Add |
| Wells Fargo & Co history | 4.46M | $254.02M | 0.05% | Reduce |
| Lazard Asset Management history | 2.79M | $159.21M | 0.27% | Add |
| BlackRock Inc history | 2.32M | $132.25M | 0.00% | Add |
| Northern Trust Corp history | 2.10M | $119.36M | 0.02% | Hold |
| Citadel Advisors history | 1.59M | $90.57M | 0.01% | Add |
| Renaissance Technologies history | 1.18M | $67.11M | 0.10% | New |
| UBS Group AG history | 921.72K | $52.51M | 0.01% | Reduce |
| BNY Mellon history | 843.23K | $48.04M | 0.01% | Add |
| First Eagle Investment Management history | 805.94K | $45.91M | 0.06% | Add |
| Millennium Management history | 662.62K | $37.75M | 0.02% | Add |
| Point72 Asset Management history | 494.45K | $28.17M | 0.04% | Add |
| PNC Financial Services history | 406.68K | $23.17M | 0.01% | Add |
| Charles Schwab Investment Management history | 303.03K | $17.26M | 0.00% | Add |
| D. E. Shaw & Co history | 285.79K | $16.28M | 0.01% | Add |
| AQR Capital Management history | 255.17K | $14.54M | 0.01% | Add |
| Two Sigma Investments history | 167.84K | $9.56M | 0.01% | Add |
| Franklin Resources history | 163.98K | $9.34M | 0.00% | Reduce |
| Citigroup Inc history | 126.62K | $7.21M | 0.00% | Reduce |
| Marshall Wace history | 88.89K | $5.06M | 0.01% | Add |
| Royce & Associates history | 74.00K | $4.22M | 0.04% | Add |
| Deutsche Bank AG history | 34.38K | $1.96M | 0.00% | Reduce |
| Arrowstreet Capital history | 18.62K | $1.06M | 0.00% | Add |
| Invesco Ltd history | 14.95K | $851.53K | 0.00% | Add |
| Dodge & Cox history | 5.24K | $298.69K | 0.00% | Hold |
| Harris Associates (Oakmark) history | 4.12K | $234.89K | 0.00% | New |
| T. Rowe Price Associates history | 3.79M | $216.02K | 0.03% | Add |
| Baillie Gifford & Co history | 382 | $21.76K | 0.00% | Reduce |
Q4 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 31.55M | $2.06B | 0.37% | New |
| Morgan Stanley history | 8.76M | $572.64M | 0.04% | New |
| Bank of America Corp history | 5.72M | $374.35M | 0.03% | New |
| Wells Fargo & Co history | 4.66M | $304.54M | 0.06% | New |
| Fidelity Management & Research (FMR) history | 4.58M | $299.75M | 0.02% | New |
| Goldman Sachs Group history | 4.09M | $267.33M | 0.03% | New |
| JPMorgan Chase & Co history | 2.49M | $162.93M | 0.02% | New |
| BlackRock Inc history | 2.31M | $150.97M | 0.00% | New |
| Northern Trust Corp history | 2.10M | $137.05M | 0.02% | New |
| Norges Bank Investment Management history | 2.02M | $132.03M | 0.01% | New |
| Citadel Advisors history | 1.00M | $65.69M | 0.01% | New |
| UBS Group AG history | 990.80K | $64.80M | 0.01% | New |
| BNY Mellon history | 787.09K | $51.48M | 0.01% | New |
| First Eagle Investment Management history | 677.38K | $44.30M | 0.08% | New |
| PNC Financial Services history | 403.44K | $26.38M | 0.01% | New |
| Lazard Asset Management history | 360.98K | $23.61M | 0.04% | New |
| Franklin Resources history | 357.85K | $23.40M | 0.01% | New |
| Charles Schwab Investment Management history | 260.46K | $17.03M | 0.00% | New |
| D. E. Shaw & Co history | 181.37K | $11.86M | 0.01% | New |
| AQR Capital Management history | 178.93K | $11.70M | 0.01% | New |
| Citigroup Inc history | 128.44K | $8.40M | 0.00% | New |
| Millennium Management history | 75.77K | $4.96M | 0.00% | New |
| Two Sigma Investments history | 60.97K | $3.99M | 0.01% | New |
| Royce & Associates history | 58.67K | $3.84M | 0.04% | New |
| Deutsche Bank AG history | 45.00K | $2.94M | 0.00% | New |
| Point72 Asset Management history | 19.30K | $1.26M | 0.00% | New |
| Marshall Wace history | 15.19K | $993.10K | 0.00% | New |
| Invesco Ltd history | 14.40K | $941.96K | 0.00% | New |
| Janus Henderson Group history | 11.39K | $745.04K | 0.00% | New |
| Arrowstreet Capital history | 11.11K | $726.46K | 0.00% | New |
| Dodge & Cox history | 5.24K | $342.96K | 0.00% | New |
| T. Rowe Price Associates history | 3.07M | $200.62K | 0.02% | New |
| Baillie Gifford & Co history | 405 | $26.49K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 3.99M sh · $243.92M
- Manulife Financial 172.06K sh · $10.34M
- Temasek Holdings 38.93K sh · $2.34M
Fully Exited (vs previous quarter)
- Marshall Wace sold 88.89K sh · $5.06M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|
| Wellington Management Group | 35.06M | 39.93M | 31.55M |
| Morgan Stanley | 9.67M | 9.36M | 8.76M |
| Fidelity Management & Research (FMR) | 9.01M | 5.56M | 4.58M |
| Bank of America Corp | 5.33M | 6.66M | 5.72M |
| Wells Fargo & Co | 4.08M | 4.46M | 4.66M |
| JPMorgan Chase & Co | 3.99M | — | 2.49M |
| D. E. Shaw & Co | 3.83M | 285.79K | 181.37K |
| Lazard Asset Management | 3.04M | 2.79M | 360.98K |
| BlackRock Inc | 2.29M | 2.32M | 2.31M |
| Northern Trust Corp | 1.85M | 2.10M | 2.10M |
| Two Sigma Investments | 1.59M | 167.84K | 60.97K |
| Norges Bank Investment Management | 1.58M | — | 2.02M |
| Renaissance Technologies | 1.17M | 1.18M | — |
| BNY Mellon | 943.72K | 843.23K | 787.09K |
| UBS Group AG | 927.43K | 921.72K | 990.80K |
| First Eagle Investment Management | 842.51K | 805.94K | 677.38K |
| Citadel Advisors | 612.00K | 1.59M | 1.00M |
| Millennium Management | 584.66K | 662.62K | 75.77K |
| AQR Capital Management | 569.49K | 255.17K | 178.93K |
| Arrowstreet Capital | 462.40K | 18.62K | 11.11K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details