Unilever Ownership | Who Owns Unilever?
Unilever Ownership Summary
Unilever is owned by 8.44% institutional investors, and 91.56% retail investors. Wellington management group llp is the largest institutional shareholder, holding 1.39% of UL shares. Vanguard Equity-Income Inv is the top mutual fund, with 0.34% of its assets in Unilever shares.
UL Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Unilever | 8.44% | - | 91.56% |
Sector | Consumer Defensive Stocks | 51.56% | 13.97% | 34.47% |
Industry | Household & Personal Products Stocks | 61.00% | 13.56% | 25.44% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Wellington management group llp | 35.07M | 1.39% | $1.93B |
Fisher asset management | 15.61M | 0.62% | $858.52M |
Hotchkis & wiley capital management | 8.34M | 0.33% | $458.41M |
Morgan stanley | 8.09M | 0.32% | $444.78M |
Blackrock | 7.56M | 0.30% | $415.89M |
Bank of america corp /de/ | 7.27M | 0.29% | $399.66M |
State farm mutual automobile insurance | 6.89M | 0.27% | $378.76M |
Fmr | 5.86M | 0.23% | $322.33M |
Wells fargo & company/mn | 5.12M | 0.20% | $281.80M |
Lazard asset management | 4.39M | 0.17% | $241.36M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Templeton & phillips capital management | 152.75K | 7.45% | $8.40M |
Saratoga research & investment management | 2.77M | 6.92% | $152.17M |
St. james investment company | 699.69K | 6.73% | $38.48M |
Windle wealth | 128.31K | 4.30% | $7.06M |
Hamlin capital management | 2.47M | 4.01% | $136.08M |
Northstar asset management | 280.83K | 3.94% | $15.44M |
Clark estates inc/ny | 375.00K | 3.87% | $20.62M |
Corda investment management, llc. | 859.00K | 3.84% | $47.24M |
Tevis investment management | 80.86K | 3.57% | $4.45M |
Clean yield group | 169.51K | 3.48% | $9.32M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 2.98M | 0.02% | 2.98M |
Fisher asset management | 15.61M | 0.37% | 1.30M |
Bank of montreal /can/ | 1.75M | 0.03% | 1.25M |
Schonfeld strategic advisors | 1.28M | 0.46% | 1.21M |
Clearbridge investments | 1.30M | 0.06% | 1.11M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Blackrock | 7.56M | 0.01% | -8.41M |
Fmr | 5.86M | 0.02% | -3.80M |
Bank of america corp /de/ | 7.27M | 0.04% | -1.67M |
Stifel financial | 581.01K | 0.04% | -1.12M |
Jpmorgan chase | 143.11K | 0.00% | -1.10M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 2.98M | 0.02% | 2.98M | $163.88M |
Gqg partners | 469.94K | 0.04% | 469.94K | $25.84M |
Manning & napier advisors | 192.86K | 0.12% | 192.86K | $10.61M |
Prio wealth limited partnership | 146.02K | 0.24% | 146.02K | $8.03M |
Trexquant investment lp | 127.26K | 0.11% | 127.26K | $7.00M |
Sold Out
Holder | Change |
---|---|
Tradewinds capital management | -3.00 |
Main street group | -9.00 |
Td capital management | -15.00 |
Dixon mitchell investment counsel | -19.00 |
Org partners | -25.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 1,163 | 4.12% | 212,422,080 | -7.57% | 8 | 10.13% | 491 | 2.29% | 452 | 2.03% |
Jun 30, 2024 | 1,098 | -0.72% | 228,679,909 | -6.83% | 9 | 9.55% | 474 | -5.39% | 432 | 3.35% |
Mar 31, 2024 | 1,106 | -0.98% | 245,430,976 | 1.11% | 9 | 10.40% | 501 | 20.43% | 418 | -18.84% |
Dec 31, 2023 | 1,117 | 3.43% | 242,747,263 | -2.63% | 9 | 10.01% | 416 | -14.05% | 515 | 25.92% |
Sep 30, 2023 | 1,080 | -1.01% | 249,298,790 | -1.26% | 9 | 9.83% | 484 | 2.33% | 409 | 0.74% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Equity-Income Inv | 8.35M | 0.34% | -3.06M |
Vanguard Wellesley® Income Inv | 4.32M | 0.17% | -2.41M |
Hartford Dividend and Growth Y | 4.11M | 0.17% | -1.36M |
Vanguard Windsor™ II Inv | 3.21M | 0.13% | -1.94M |
Goldman Sachs GQG Ptnrs Intl Opps Instl | 2.09M | 0.08% | 2.09M |
Russell Investments Core Equity SMA | 1.76M | 0.07% | - |
American Century Focused Lg Cap Val Inv | 1.56M | 0.06% | -355.28K |
Fidelity Equity Dividend Income | 1.49M | 0.06% | - |
Hamlin Equity Income Strategy | 1.44M | 0.06% | -15.80K |
Hartford Balanced Income Y | 1.27M | 0.05% | -148.47K |
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