Unilever Ownership | Who Owns Unilever?
Unilever Ownership Summary
Unilever is owned by 8.39% institutional investors, 0.12% insiders, and 91.49% retail investors. Wellington management group llp is the largest institutional shareholder, holding 0.98% of UL shares. Vanguard Equity-Income Inv is the top mutual fund, with 0.33% of its assets in Unilever shares.
UL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Unilever | 8.39% | 0.12% | 91.49% |
| Sector | Consumer Defensive Stocks | 43.74% | 14.93% | 41.34% |
| Industry | Household & Personal Products Stocks | 47.16% | 13.42% | 39.42% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wellington management group llp | 24.68M | 0.98% | $1.40B |
| Fisher asset management | 17.94M | 0.71% | $1.02B |
| 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% | $390.54M |
| Gqg partners | 6.50M | 0.26% | $368.34M |
| Fmr | 5.46M | 0.22% | $309.51M |
| Dimensional fund advisors lp | 5.10M | 0.20% | $289.35M |
| Hotchkis & wiley capital management | 5.06M | 0.20% | $287.07M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Templeton & phillips capital management | 150.19K | 6.75% | $8.52M |
| Saratoga research & investment management | 2.23M | 6.37% | $126.26M |
| St. james investment company | 645.95K | 6.33% | $36.63M |
| Windle wealth | 128.87K | 4.04% | $7.31M |
| Hamlin capital management | 2.87M | 4.04% | $163.01M |
| Northstar asset management | 261.78K | 3.90% | $14.84M |
| Corda investment management, llc. | 859.00K | 3.84% | $47.24M |
| Tevis investment management | 82.28K | 3.46% | $4.67M |
| Martin capital partners | 155.58K | 3.46% | $8.55M |
| Euro pacific asset management | 250.24K | 3.06% | $14.19M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial | 3.12M | 0.07% | 3.12M |
| Norges bank | 2.71M | 0.02% | 2.71M |
| Clearbridge investments | 3.72M | 0.17% | 2.17M |
| Jennison associates | 3.45M | 0.12% | 1.38M |
| Fisher asset management | 17.94M | 0.40% | 1.21M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 7.56M | 0.01% | -8.41M |
| Gqg partners | 6.50M | 0.55% | -3.64M |
| Bank of america corp /de/ | 7.27M | 0.04% | -1.67M |
| Blackrock funding, inc. /de | 2.32M | 0.00% | -1.28M |
| Bank of montreal /can/ | 613.00K | 0.02% | -1.20M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 3.12M | 0.07% | 3.12M | $176.81M |
| Norges bank | 2.71M | 0.02% | 2.71M | $153.61M |
| Renaissance | 681.24K | 0.06% | 681.24K | $38.63M |
| Two sigma investments, lp | 175.19K | 0.02% | 175.19K | $9.93M |
| Cary street partners financial | 163.51K | 0.30% | 163.51K | $9.27M |
Sold Out
| Holder | Change |
|---|---|
| Tradewinds capital management | -3.00 |
| Main street group | -9.00 |
| First financial corp /in/ | -11.00 |
| Macroview investment management | -19.00 |
| Dixon mitchell investment counsel | -19.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 1,081 | -8.62% | 211,257,690 | -2.03% | 8 | 11.44% | 522 | 4.82% | 366 | -20.43% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Equity-Income Inv | 8.11M | 0.33% | -237.68K |
| Vanguard Wellesley® Income Inv | 4.15M | 0.17% | -172.26K |
| Hartford Dividend and Growth Y | 4.12M | 0.17% | - |
| GQG Partners Emerging Markets Equity R6 | 3.32M | 0.13% | - |
| Vanguard Windsor™ II Inv | 3.21M | 0.13% | - |
| T. Rowe Price International Gr Eq SMA | 2.50M | 0.10% | 2.50M |
| Goldman Sachs GQG Ptnrs Intl Opps Instl | 2.09M | 0.08% | 2.09M |
| American Century Focused Lg Cap Val Inv | 1.79M | 0.07% | 224.32K |
| Hamlin Equity Income Strategy | 1.76M | 0.07% | 131.02K |
| Russell Investments Core Equity SMA | 1.76M | 0.07% | - |
UL Ownership FAQ
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