UL Unilever PLC
Unilever PLC (UL) Institutional Ownership
What the institutions did with UL last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| ROCKLAND TRUST CO | 157.8K | 58.1% |
| Parrish Capital LLC | 19.5K | 7.2% |
| GoalVest Advisory LLC | 17.9K | 6.6% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 16.9K | 6.2% |
| Versant Capital Management, Inc | 12.7K | 4.7% |
| EASTERN BANK | 12.2K | 4.5% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 10.1K | 3.7% |
| Kennon-Green & Company, LLC | 9.8K | 3.6% |
| Rosenberg Matthew Hamilton | 4.8K | 1.8% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 4.6K | 1.7% |
| CX Institutional | 2.7K | 1.0% |
| Olistico Wealth, LLC | 888 | 0.3% |
| Hickory Point Bank & Trust | 509 | 0.2% |
| Roxbury Financial LLC | 455 | 0.2% |
| TOMPKINS FINANCIAL CORP | 444 | 0.2% |
| General Partner, Inc. | 148 | 0.1% |
| Miller Global Investments, LLC | 115 | 0.0% |
| Planning Strategies Inc. | 90 | 0.0% |
| Noble Wealth Management PBC | 32 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Kennon-Green & Company, LLC | Reduced | 34.2K | 9.8K | -24.4K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 16.8K | 4.6K | -12.2K |
| ROCKLAND TRUST CO | Reduced | 162.2K | 157.8K | -4.4K |
| EASTERN BANK | Reduced | 16.4K | 12.2K | -4.2K |
| Versant Capital Management, Inc | Increased | 10.2K | 12.7K | +2.5K |
| Parrish Capital LLC | Increased | 17.9K | 19.5K | +1.7K |
| Rosenberg Matthew Hamilton | Increased | 4.0K | 4.8K | +861 |
| GoalVest Advisory LLC | Increased | 17.2K | 17.9K | +686 |
| TOMPKINS FINANCIAL CORP | New | 0 | 444 | +444 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 16.5K | 16.9K | +440 |
| Planning Strategies Inc. | New | 0 | 90 | +90 |
| CX Institutional | Increased | 2.7K | 2.7K | +22 |
| Roxbury Financial LLC | Increased | 453 | 455 | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.