UNILEVER PLC-SPONSORED ADR (UL) Institutional Shareholders
UNILEVER PLC-SPONSORED ADR (UL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $12.64M in UL holdings during the latest filing period.
Keating Investment Counselors Inc is currently the largest disclosed institutional shareholder of UL tracked by InsiderSet, reporting ownership valued at approximately $5.31M 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 $5.66M, representing an estimated gain of +6.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed UL value among the investors covered in this analysis. Major shareholders include Keating Investment Counselors Inc, Eley Financial Management, Inc, First Affirmative Financial Network, 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
24
Total Reported Value
$12.64M
Largest Holder
Keating Investment Counselors Inc
Largest Position
$5.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Keating Investment Counselors Inc | 1.46% | 88,375 | $5,313,105 | $5,663,070 | +$349,965 | +6.59% | |
| Eley Financial Management, Inc | 0.48% | 20,076 | $1,195,927 | $1,286,470 | +$90,543 | +7.57% | |
| First Affirmative Financial Network | 0.51% | 18,249 | $1,081,824 | $1,169,396 | +$87,572 | +8.09% | |
| Boit C F David | 0.29% | 11,555 | $694,687 | $740,444 | +$45,757 | +6.59% | |
| Fayez Sarofim & Co | 0.00% | 11,766 | $670,309 | $753,965 | +$83,656 | +12.48% | |
| Iht Wealth Management, Llc | 0.02% | 11,432 | $651,256 | $732,563 | +$81,307 | +12.48% | |
| Ferguson Wellman Capital Management, Inc | 0.01% | 10,130 | $609,016 | $649,130 | +$40,114 | +6.59% | |
| Mengis Capital Management, Inc. | 0.08% | 9,231 | $554,967 | $591,522 | +$36,555 | +6.59% | |
| King Luther Capital Management Corp | 0.00% | 6,316 | $359,823 | $404,729 | +$44,906 | +12.48% | |
| Byrne Asset Management Llc | 0.18% | 5,560 | $334,267 | $356,285 | +$22,018 | +6.59% | |
| Lummis Asset Management, Lp | 0.17% | 4,444 | $290,059 | $284,772 | -$5,287 | -1.82% | |
| North Star Asset Management Inc | 0.01% | 4,667 | $265,879 | $299,061 | +$33,182 | +12.48% | |
| Augustine Asset Management Inc | 0.05% | 3,804 | $228,696 | $243,760 | +$15,064 | +6.59% | |
| Sterling Investment Advisors, Ltd. | 0.03% | 3,465 | $208,316 | $222,037 | +$13,721 | +6.59% | |
| Medallion Wealth Advisors, Llc | 0.01% | 2,288 | $135,720 | $146,615 | +$10,895 | +8.03% | |
| Pacifica Partners Inc. | 0.01% | 275 | $17,182 | $17,622 | +$440 | +2.56% | |
| Robinswood Financial Llc | 0.00% | 204 | $11,263 | $13,072 | +$1,809 | +16.06% | |
| Joseph Group Capital Management | 0.00% | 152 | $8,659 | $9,740 | +$1,081 | +12.49% | |
| Investment Research & Advisory Group, Inc. | 0.00% | 43 | $2,585 | $2,755 | +$170 | +6.59% | |
| Physicians Financial Services, Inc. | 0.13% | 8,444 | $508 | $541,092 | +$540,584 | +106414.08% | |
| Wealth Group, Ltd. | 0.13% | 8,444 | $508 | $541,092 | +$540,584 | +106414.08% | |
| Jacobs & Co/Ca | 0.03% | 5,333 | $320 | $341,739 | +$341,419 | +106693.33% | |
| Cx Institutional | 0.00% | 2,672 | $161 | $171,222 | +$171,061 | +106248.92% | |
| Huntington National Bank | 0.00% | 1 | $55 | $64 | +$9 | +16.51% |
Frequently asked questions about UL
Who owns the most UL stock?
The largest holders of UL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for UNILEVER PLC-SPONSORED ADR (UL).
Is UL widely held by superinvestors?
Many widely followed stocks like UL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.