UL Institutional Ownership & Shareholders

UNILEVER PLC-SPONSORED ADR (UL) is currently held by 1,192 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.37B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Wellington Management Group Llp is currently the largest disclosed institutional shareholder of UL tracked by InsiderSet, reporting ownership valued at approximately $2.11B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.33B, representing an estimated gain of +10.51% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed UL value among the investors covered in this analysis. Major shareholders include Wellington Management Group Llp, Fisher Asset Management, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in UNILEVER PLC-SPONSORED ADR (UL).

This page ranks the largest institutional UL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

1,192

Total Reported Value

$15.37B

Largest Holder

Wellington Management Group Llp

Largest Position

$2.11B

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

23

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Wellington Management Group Llp0.36%35,063,391$2,108,011,067$2,329,611,698+$221,600,631+10.51%
Fisher Asset Management, Llc0.44%24,693,472$1,484,571,644$1,640,634,280+$156,062,636+10.51%
Morgan Stanley0.03%9,665,376$581,082,661$642,167,581+$61,084,920+10.51%
Fmr Llc0.02%9,006,011$541,441,364$598,359,371+$56,918,007+10.51%
Gqg Partners Llc0.97%8,673,777$521,467,466$576,285,744+$54,818,278+10.51%
Price T Rowe Associates Inc0.05%8,143,219$489,571,000$541,035,470+$51,464,470+10.51%
State Farm Mutual Automobile Insurance Co0.25%6,174,081$371,185,750$410,205,942+$39,020,192+10.51%
Bank Of America Corp0.02%5,331,851$320,550,902$354,248,180+$33,697,278+10.51%
Dimensional Fund Advisors Lp0.05%4,808,071$289,061,246$319,448,237+$30,386,991+10.51%
Envestnet Asset Management Inc0.06%4,223,732$253,929,205$280,624,754+$26,695,549+10.51%
Clearbridge Investments, Llc0.21%4,135,829$248,646,027$274,784,479+$26,138,452+10.51%
Goldman Sachs Group Inc0.03%4,117,069$247,518,191$273,538,064+$26,019,873+10.51%
Wells Fargo & Company/Mn0.04%4,080,798$245,337,573$271,128,219+$25,790,646+10.51%
Jpmorgan Chase & Co0.01%3,985,623$243,920,224$264,804,792+$20,884,568+8.56%
Raymond James Financial Inc0.07%3,994,633$240,157,328$265,403,417+$25,246,089+10.51%
D. E. Shaw & Co., Inc.0.14%3,762,722$226,214,846$249,995,250+$23,780,404+10.51%
Royal Bank Of Canada0.03%3,283,022$197,376,000$218,123,982+$20,747,982+10.51%
Lazard Asset Management Llc0.28%3,039,810$182,753,394$201,964,976+$19,211,582+10.51%
Connor, Clark & Lunn Investment Management Ltd.0.31%2,751,880$165,443,026$182,834,907+$17,391,881+10.51%
Cullen Capital Management, Llc1.62%2,745,360$165,051,047$182,401,718+$17,350,671+10.51%
Hamlin Capital Management, Llc4.00%2,660,722$161,585,647$176,778,370+$15,192,723+9.40%
Thrivent Financial For Lutherans0.27%2,643,486$158,927,000$175,633,210+$16,706,210+10.51%
Hotchkis & Wiley Capital Management Llc0.45%2,565,840$154,258,301$170,474,410+$16,216,109+10.51%
Barrow Hanley Mewhinney & Strauss Llc0.46%2,519,773$151,488,753$167,413,718+$15,924,965+10.51%
American Century Companies Inc0.06%2,336,422$140,465,691$155,231,878+$14,766,187+10.51%
Blackrock, Inc.0.00%2,293,405$137,879,545$152,373,828+$14,494,283+10.51%
Citadel Advisors Llc0.07%2,138,036$128,538,724$142,051,112+$13,512,388+10.51%
Jane Street Group, Llc0.08%2,103,480$126,461,218$139,755,211+$13,293,993+10.51%
Saratoga Research & Investment Management6.75%2,018,122$122,560,549$134,084,026+$11,523,477+9.40%
Equity Investment Corp2.29%1,996,952$120,056,753$132,677,491+$12,620,738+10.51%
Northern Trust Corp0.01%1,850,253$111,237,210$122,930,809+$11,693,599+10.51%
Fiduciary Management Inc1.53%1,786,644$107,413,057$118,704,627+$11,291,570+10.51%
Lpl Financial Llc0.02%1,712,505$102,955,761$113,778,832+$10,823,071+10.51%
Federated Hermes, Inc.0.14%1,642,701$98,759,184$109,141,054+$10,381,870+10.51%
Two Sigma Investments, Lp0.07%1,592,185$95,722,162$105,784,771+$10,062,609+10.51%
Norges Bank0.01%1,583,098$95,175,852$105,181,031+$10,005,179+10.51%
Munich Reinsurance Co Stock Corp In Munich2.02%1,508,358$91,602,581$100,215,306+$8,612,725+9.40%
Captrust Financial Advisors0.14%1,509,491$90,750,602$100,290,582+$9,539,980+10.51%
Allspring Global Investments Holdings, Llc0.13%1,438,344$87,580,766$95,563,575+$7,982,809+9.11%
Everett Harris & Co1.02%1,425,458$86,568,044$94,707,430+$8,139,386+9.40%
Natixis Advisors, Llc0.09%1,385,209$83,278,000$92,033,286+$8,755,286+10.51%
Jones Financial Companies Lllp0.03%1,231,031$74,538,385$81,789,700+$7,251,315+9.73%
Renaissance Technologies LLCJim Simons0.10%1,167,336$70,180,240$77,557,804+$7,377,564+10.51%
Qube Research & Technologies Ltd0.07%1,062,661$63,887,179$70,603,197+$6,716,018+10.51%
Saturna Capital Corp0.77%1,048,865$63,070,920$69,686,591+$6,615,671+10.49%
Ameriprise Financial Inc0.01%1,033,720$62,127,856$68,680,357+$6,552,501+10.55%
Bank Of New York Mellon Corp0.01%943,718$56,736,419$62,700,624+$5,964,205+10.51%
Ubs Group Ag0.01%927,430$55,757,092$61,618,449+$5,861,357+10.51%
First Eagle U.S. ValueJean-Marie Eveillard0.08%842,507$50,651,521$55,976,165+$5,324,644+10.51%
Stifel Financial Corp0.04%812,563$48,851,415$53,986,686+$5,135,271+10.51%
Showing 50 of 1,192

Frequently asked questions about UL

  • Who are the largest institutional holders of UL?

    The largest institutional holders of UL reported in the latest SEC Form 13F filings include Wellington Management Group Llp, Fisher Asset Management, Llc, Morgan Stanley, Fmr Llc, and Gqg Partners Llc. InsiderSet ranks institutional holders by their latest reported UL position.

  • What is UL institutional ownership?

    This page tracks UL positions reported by institutional investment managers through SEC Form 13F. UNILEVER PLC-SPONSORED ADR (UL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own UL?

    InsiderSet currently tracks 1,192 institutional managers reporting UL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UL shareholders.

  • How much UL stock do institutions own?

    Institutional investment managers disclosed approximately $15.37B in UL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was UL institutional ownership last updated?

    The latest UL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional UL holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UL position after the reporting date.

  • Are institutions buying or selling UL?

    Institutional buying and selling can be analyzed by comparing UL positions across consecutive 13F reporting periods. InsiderSet's UL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UL ownership changes.

  • How has UL institutional ownership changed over time?

    InsiderSet tracks UL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.