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 | Reduced | 89,022 | 5,071 | 1.26% | 1.63% | 1 | -962 | -1.07% | Q1 2026 | Apr 27, 2026 |
| JACOBS & CO/CA | History | Added to | 64,551 | 3,677 | 0.36% | 0.4% | 2 | +42 | 0.07% | Q1 2026 | Apr 07, 2026 |
| Eley Financial Management, Inc | History | Added to | 18,606 | 1,059 | 0.38% | 0.43% | 3 | +324 | 1.77% | Q1 2026 | May 19, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 11,809 | 673 | 0.08% | 0.04% | 4 | +6,679 | 130.19% | Q1 2026 | Apr 17, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 11,766 | 670 | 0.0% | 0.0% | 5 | -100 | -0.84% | Q1 2026 | May 15, 2026 |
| Boit C F David | History | No change | 11,555 | 658 | 0.29% | 0.32% | 6 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| IHT Wealth Management, LLC | History | Added to | 11,432 | 651 | 0.02% | 0.02% | 7 | +1,569 | 15.91% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 10,130 | 577 | 0.01% | — | 8 | +10,130 | New | Q1 2026 | May 01, 2026 |
| Mengis Capital Management, Inc. | History | No change | 9,275 | 528 | 0.09% | 0.11% | 9 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PHYSICIANS FINANCIAL SERVICES, INC. | History | Reduced | 8,444 | 481 | 0.13% | 0.15% | 10 | -384 | -4.35% | Q1 2026 | Apr 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 6,316 | 359 | 0.0% | 0.0% | 11 | -1,126 | -15.13% | Q1 2026 | May 08, 2026 |
| Byrne Asset Management LLC | History | Reduced | 5,814 | 331 | 0.19% | 0.23% | 12 | -592 | -9.24% | Q1 2026 | Apr 02, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 4,667 | 265 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Lummis Asset Management, LP | History | No change | 4,460 | 263 | 0.16% | 0.18% | 14 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 4,197 | 239 | 0.04% | 0.05% | 15 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 3,804 | 216 | 0.05% | 0.05% | 16 | -16 | -0.42% | Q1 2026 | Apr 13, 2026 |
| CX Institutional | History | Reduced | 2,624 | 149 | 0.0% | 0.01% | 17 | -122 | -4.44% | Q1 2026 | Apr 06, 2026 |
| Roble, Belko & Company, Inc | History | No change | 470 | 27 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Pacifica Partners Inc. | History | Reduced | 275 | 15 | 0.0% | 0.01% | 19 | -1 | -0.36% | Q1 2026 | Apr 09, 2026 |
| Joseph Group Capital Management | History | No change | 152 | 8 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 43 | 2 | 0.0% | 0.0% | 21 | +16 | 59.26% | Q1 2026 | Apr 20, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 1.93% | — | -166,234 | -100.0% | Q1 2026 | Apr 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.01% | — | -107,819 | -100.0% | Q1 2026 | May 15, 2026 |
| Tevis Investment Management | History | Closed out | 0 | 0 | — | 3.5% | — | -98,076 | -100.0% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.07% | — | -59,984 | -100.0% | Q1 2026 | Apr 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -54,541 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Callahan Advisors, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -32,651 | -100.0% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -28,348 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,461 | -100.0% | Q1 2026 | May 14, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.22% | — | -8,085 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Beutel, Goodman & Co Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,298 | -100.0% | Q1 2026 | May 15, 2026 |
| Value Investment Professionals, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -7,196 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,657 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Cordgrass Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,006 | -100.0% | Q1 2026 | May 07, 2026 |
| Fulcrum Capital LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,686 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,944 | -100.0% | Q1 2026 | May 20, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -555 | -100.0% | Q1 2026 | May 07, 2026 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -117 | -100.0% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |