UNILEVER PLC hedge fund holdings
ULNYSE$59.98+0.28 (+0.47%)as of Oct 5, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
UL · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-9.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 274 | 263 | $1.05B | $676M | 1,128 | Aug 14, 2025 |
| Q3 2025 | 279 | 265 | $1.05B | $599M | 1,120 | Nov 14, 2025 |
| Q4 2025 | 292 | 300 | $836M | $849M | 1,105 | Feb 14, 2026 |
| Q1 2026 | 403 | 255 | $1.84B | $279M | 1,119 | May 15, 2026 |
| Q2 2026 | 361 | 318 | $1.73B | $950M | 1,116 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
1,116 filersNew position
95$229M+3.81M sh
Increased
266$1.5B+24.9M sh
Reduced
241-$835M-13.9M sh
Out / sold
77-$115M-1.92M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Wellington Management Group LLP | Reduce 12.19% | -$293M | $2.11B | 0.36% | Aug 14, 2026 |
| Fisher Asset Management, LLC | Added 16.11% | +$206M | $1.48B | 0.44% | Aug 4, 2026 |
| First Eagle Investment Management, LLC | Added 109.07% | +$52.8M | $101M | 0.08% | Aug 24, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | New Buy | +$51.3M | $51.3M | 0.23% | Aug 13, 2026 |
| Jennison Associates LLC | Reduce 98.88% | -$45.2M | $510K | 0.00% | Aug 3, 2026 |
| Cooke & Bieler LP | Added 71.89% | +$31M | $74M | 0.86% | Jul 30, 2026 |
| Freestone Grove Partners LP | New Buy | +$25.5M | $25.5M | 0.16% | Aug 14, 2026 |
| Factory Mutual Insurance Co | New Buy | +$22.6M | $22.6M | 0.21% | Jul 21, 2026 |
| Holowesko Partners Ltd. | Added 399.02% | +$22.1M | $27.6M | 7.00% | Aug 13, 2026 |
| Hamlin Capital Management, LLC | Added 11.56% | +$17M | $164M | 3.68% | Jul 7, 2026 |
| Capital International Investors | Sell 100% | -$15.8M | $0 | 0.00% | Aug 12, 2026 |
| Saturna Capital Corp | Added 32.05% | +$15.3M | $63.1M | 0.77% | Aug 14, 2026 |
| Tocqueville Asset Management L.P. | Reduce 52.51% | -$14.8M | $13.4M | 0.18% | Aug 10, 2026 |
| Holocene Advisors, LP | Sell 100% | -$14.2M | $0 | 0.00% | Aug 14, 2026 |
| Capital Wealth Planning, LLC | New Buy | +$14.1M | $14.1M | 0.07% | Aug 14, 2026 |
| Kornitzer Capital Management Inc | Reduce 53.29% | -$10.6M | $9.33M | 0.19% | Jul 31, 2026 |
| Dixon Mitchell Investment Counsel Inc. | New Buy | +$9.64M | $9.64M | 0.31% | Aug 13, 2026 |
| Capital Fund Management S.A. | Reduce 24.46% | -$9.56M | $29.5M | 0.13% | Aug 13, 2026 |
| Matthew Goff Investment Advisor, LLC | Sell 100% | -$9.44M | $0 | 0.00% | Jul 8, 2026 |
| Sanders Capital, LLC | Added 157.21% | +$8.65M | $14.2M | 0.01% | Aug 10, 2026 |
| St. James Investment Company, LLC | Added 25.20% | +$8.6M | $42.7M | 6.78% | Aug 11, 2026 |
| Voloridge Investment Management, LLC | Added 32.89% | +$8.43M | $34.1M | 0.15% | Aug 14, 2026 |
| Lockheed Martin Investment Management Co | Added 3527.03% | +$7.85M | $8.07M | 0.32% | Aug 12, 2026 |
| Cantor Fitzgerald Investment Advisors L.P. | New Buy | +$7.35M | $7.35M | 0.50% | Jul 24, 2026 |
| Abc Arbitrage SA | New Buy | +$7.25M | $7.25M | 0.78% | Jul 20, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | Added 21.53% | +$6.95M | $39.2M | 0.09% | Aug 13, 2026 |
| Saratoga Research & Investment Management | Added 6.04% | +$6.8M | $119M | 6.53% | Jul 23, 2026 |
| Nixon Peabody Trust Co | New Buy | +$6.74M | $6.74M | 0.48% | Jul 27, 2026 |
| Graham Capital Management, L.P. | New Buy | +$6.47M | $6.47M | 0.12% | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | New Buy | +$6.29M | $6.29M | 0.33% | Aug 3, 2026 |
| Manning & Napier Advisors LLC | Reduce 99.21% | -$6.24M | $49.9K | 0.00% | Aug 14, 2026 |
| Sustainable Growth Advisers, LP | Reduce 23.45% | -$5.72M | $18.7M | 0.18% | Aug 10, 2026 |
| 1832 Asset Management L.P. | Added 11.22% | +$4.87M | $48.3M | 0.02% | Aug 13, 2026 |
| Assetmark, Inc | Added 20.05% | +$4.81M | $28.8M | 0.05% | Jul 30, 2026 |
| Managed Asset Portfolios, LLC | Added 26.74% | +$4.76M | $22.6M | 2.58% | Aug 6, 2026 |
| Zevin Asset Management LLC | Reduce 33.62% | -$4.43M | $8.74M | 1.23% | Aug 6, 2026 |
| Clark Estates Inc | Added 21.31% | +$3.91M | $22.2M | 5.13% | Aug 5, 2026 |
| Autumn Glory Partners, LLC | Added 583.08% | +$3.85M | $4.51M | 1.28% | Aug 3, 2026 |
| Motco | Sell 100% | -$3.79M | $0 | 0.00% | Jul 31, 2026 |
| Capital Investment Counsel, LLC | Sell 100% | -$3.75M | $0 | 0.00% | Jul 15, 2026 |
| Mar Vista Investment Partners LLC | Reduce 17.45% | -$3.62M | $17.1M | 1.70% | Aug 10, 2026 |
| Jacobs & Co | Reduce 91.74% | -$3.55M | $320K | 0.03% | Jul 9, 2026 |
| First Trust Advisors LP | Reduce 8.01% | -$3.51M | $40.3M | 0.02% | Aug 11, 2026 |
| Snowden Capital Advisors LLC | Reduce 76.97% | -$3.51M | $1.05M | 0.02% | Aug 13, 2026 |
| DV Equities, LLC | New Buy | +$3.5M | $3.5M | 0.50% | Aug 14, 2026 |
| Acumen Wealth Advisors, LLC | Reduce 94.22% | -$3.22M | $198K | 0.04% | Aug 3, 2026 |
| NewEdge Wealth, LLC | Added 85.62% | +$3.11M | $6.74M | 0.07% | Aug 10, 2026 |
| State Farm Mutual Automobile Insurance Co | Added 0.84% | +$3.1M | $371M | 0.25% | Aug 12, 2026 |
| Hotchkis & Wiley Capital Management LLC | Reduce 1.97% | -$3.1M | $154M | 0.45% | Aug 14, 2026 |
| DJE Kapital AG | Reduce 47.09% | -$2.89M | $3.24M | 0.06% | Aug 4, 2026 |
| Equity Investment Corp | Added 2.40% | +$2.81M | $120M | 2.29% | Aug 7, 2026 |
| Strategic Advisors LLC | Sell 100% | -$2.71M | $0 | 0.00% | Jul 28, 2026 |
| Gilman Hill Asset Management, LLC | Added 62.09% | +$2.58M | $6.73M | 0.92% | Jul 9, 2026 |
| Yacktman Asset Management LP | Added 20.53% | +$2.47M | $14.5M | 0.18% | Aug 11, 2026 |
| MML Investors Services, LLC | Added 13.93% | +$2.44M | $19.9M | 0.04% | Aug 7, 2026 |
| Northside Capital Management, LLC | Reduce 27.76% | -$2.28M | $5.93M | 0.49% | Jul 10, 2026 |
| New England Asset Management Inc | Added 36.71% | +$2.27M | $8.45M | 0.98% | Aug 14, 2026 |
| IMC-Chicago, LLC | Added 137.18% | +$2.26M | $3.9M | 0.00% | Aug 6, 2026 |
| Quantinno Capital Management LP | Added 10.38% | +$2.25M | $23.9M | 0.03% | Aug 13, 2026 |
| Flow Traders U.S. LLC | New Buy | +$2.24M | $2.24M | 0.09% | Aug 14, 2026 |
| SALT Holding Corp. | New Buy | +$2.22M | $2.22M | 1.18% | Aug 14, 2026 |
| Cheviot Value Management, LLC | Added 10.73% | +$2.14M | $22.1M | 2.25% | Aug 6, 2026 |
| Financial Gravity Companies, Inc. | Reduce 98.72% | -$2.07M | $26.9K | 0.00% | Aug 5, 2026 |
| Diversify Advisory Services, LLC | Added 568.18% | +$2M | $2.36M | 0.04% | Aug 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Reduce 43.80% | -$1.96M | $2.51M | 0.26% | Jul 16, 2026 |
| SCS Capital Management LLC | Added 16.90% | +$1.95M | $13.5M | 0.13% | Aug 6, 2026 |
| Diversified Management Inc | Reduce 82.83% | -$1.87M | $387K | 0.08% | Jul 10, 2026 |
| Alerus Financial NA | Reduce 28.38% | -$1.75M | $4.41M | 0.19% | Aug 14, 2026 |
| Baker Chad R | Added 40.83% | +$1.68M | $5.79M | 0.94% | Jul 16, 2026 |
| Cardinal Capital Management, Inc. | Added 6.28% | +$1.57M | $26.6M | 0.64% | Jul 10, 2026 |
| Advisors Capital Management, LLC | Added 3.97% | +$1.56M | $40.7M | 0.43% | Aug 11, 2026 |
| Northstar Asset Management Inc | Reduce 27.00% | -$1.55M | $4.19M | 1.23% | Jul 28, 2026 |
| Munich Reinsurance Co Stock Corp in Munich | Reduce 1.51% | -$1.41M | $92M | 2.01% | Jul 24, 2026 |
| Silvercrest Asset Management Group LLC | Reduce 75.05% | -$1.4M | $464K | 0.00% | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Reduce 60.55% | -$1.37M | $896K | 0.01% | Aug 14, 2026 |
| Abundance Wealth Counselors | Added 92.91% | +$1.34M | $2.77M | 0.18% | Jul 23, 2026 |
| Marks Group Wealth Management, Inc | Sell 100% | -$1.26M | $0 | 0.00% | Jul 28, 2026 |
| Kayne Anderson Rudnick Investment Management LLC | Added 27.11% | +$1.26M | $5.91M | 0.02% | Aug 13, 2026 |
| GFS Advisors, LLC | Reduce 14.33% | -$1.26M | $7.52M | 0.40% | Aug 13, 2026 |
| Trillium Asset Management, LLC | Reduce 4.38% | -$1.23M | $26.9M | 0.83% | Aug 11, 2026 |
| Liberty One Investment Management, LLC | Added 21.85% | +$1.19M | $6.63M | 0.66% | Aug 13, 2026 |
| WCG Wealth Advisors LLC | Reduce 20.38% | -$1.18M | $4.61M | 0.11% | Aug 14, 2026 |
| Wallace Capital Management Inc. | Added 10.52% | +$1.15M | $12.1M | 1.32% | Aug 14, 2026 |
| DV Trading LLC | Sell 100% | -$1.13M | $0 | 0.00% | Aug 14, 2026 |
| Advocate Group LLC | Added 16.47% | +$1.07M | $7.56M | 1.14% | Jul 17, 2026 |
| Evergreen Capital Management LLC | Reduce 24.79% | -$1.06M | $3.21M | 0.06% | Jul 23, 2026 |
| Americana Partners, LLC | Added 67.36% | +$996K | $2.48M | 0.06% | Aug 5, 2026 |
| Jain Global LLC | New Buy | +$993K | $993K | 0.00% | Aug 14, 2026 |
| R Squared Ltd | New Buy | +$960K | $960K | 0.50% | Aug 5, 2026 |
| Founders Financial Securities LLC | Added 28.29% | +$931K | $4.22M | 0.22% | Jul 31, 2026 |
| Windle Wealth, LLC | Added 12.28% | +$929K | $8.5M | 3.42% | Jul 30, 2026 |
| Guardian Partners Inc. | Reduce 34.05% | -$913K | $1.77M | 0.16% | Jul 29, 2026 |
| Yousif Capital Management, LLC | Reduce 76.82% | -$850K | $257K | 0.00% | Jul 16, 2026 |
| Integrated Quantitative Investments LLC | New Buy | +$832K | $832K | 0.14% | Aug 14, 2026 |
| XML Financial, LLC | Reduce 15.84% | -$797K | $4.23M | 0.31% | Jul 24, 2026 |
| Capital Financial Group Inc\co\ | Added 70.79% | +$782K | $1.89M | 0.99% | Aug 7, 2026 |
| Frank, Rimerman Advisors LLC | Added 238.66% | +$780K | $1.11M | 0.06% | Jul 27, 2026 |
| Tevis Investment Management | Added 15.02% | +$771K | $5.91M | 3.23% | Aug 6, 2026 |
| Cresset Asset Management, LLC | Reduce 8.41% | -$733K | $7.98M | 0.03% | Aug 14, 2026 |
| Todd Asset Management LLC | Reduce 11.27% | -$729K | $5.74M | 0.10% | Aug 4, 2026 |