Unilever PLC - 904767704
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KEATING INVESTMENT COUNSELORS INC | History | No change | 88,375 | 5,313 | 1.46% | 1.46% | 1 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Eley Financial Management, Inc | History | No change | 18,804 | 1,130 | 0.37% | 0.37% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 11,766 | 707 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boit C F David | History | No change | 11,555 | 694 | 0.29% | 0.29% | 4 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 10,130 | 615 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Mengis Capital Management, Inc. | History | No change | 9,231 | 554 | 0.08% | 0.08% | 6 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PHYSICIANS FINANCIAL SERVICES, INC. | History | No change | 8,444 | 508 | 0.13% | 0.13% | 7 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealth Group, Ltd. | History | No change | 8,444 | 508 | 0.13% | 0.13% | 8 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 5,896 | 354 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lummis Asset Management, LP | History | No change | 4,444 | 290 | 0.17% | 0.17% | 10 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Byrne Asset Management LLC | History | Reduced | 4,748 | 282 | 0.16% | 0.18% | 11 | -812 | -14.6% | Q3 2026 | Oct 06, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 4,619 | 277 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 3,804 | 228 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 3,465 | 208 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CX Institutional | History | Added to | 2,694 | 164 | 0.0% | 0.0% | 15 | +22 | 0.82% | Q3 2026 | Oct 02, 2026 |
| Pacifica Partners Inc. | History | No change | 275 | 16 | 0.0% | 0.01% | 16 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 43 | 2 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JACOBS & CO/CA | History | Closed out | 0 | 0 | — | 0.03% | — | -5,333 | -100.0% | Q3 2026 | Oct 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |