Also trades as: ULVR.L (LSE) · $vol 225M · UNA.AS (AMS) · $vol 67M · UNVB.DE (XETRA) · $vol 1M · UNV0.DE (XETRA) · $vol 1M · UNLYF (OTC) · $vol 0M · UNLYD (OTC) · $vol 0M · UNI2.DE (XETRA)
UL Institutional Ownership
Unilever PLC
1W: -0.3%
1M: +4.0%
3M: -0.6%
YTD: +2.6%
1Y: -4.6%
3Y: +32.5%
5Y: +30.9%
$65.05
-0.56 (-0.85%)
Pre-Market: $63.66 (-1.39, -2.14%)
Weekly Expected Move ±3.5%
$62
$64
$66
$69
$71
Credit Risk of going bust: lower than 79% of companies Debt: 20.3% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $1.07 (down 98%), Unilever PLC would be worth roughly what it owes.
Total debt $35.72B against a stock market value of $140.55B.
Distance to default 9.43 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $21.66B (short-term plus half of long-term), stock volatility 24.7%; Altman Z'' 2.42. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $35.72B against a stock market value of $140.55B.
Distance to default 9.43 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $21.66B (short-term plus half of long-term), stock volatility 24.7%; Altman Z'' 2.42. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Analysis
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Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — UL
1,270
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
$15B
Total Invested
126
New Positions
452
Increased
524
Reduced
86
Closed
0.94
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1369 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 35,063,391 | $2.3B | -4,867,052 | -12.2% | 3Q | SEC ↗ |
| 2 | Fisher Asset Management, LLC | 24,693,472 | $1.6B | +3,426,684 | +16.1% | 3Q | SEC ↗ |
| 3 | MORGAN STANLEY | 9,665,376 | $629M | +305,781 | +3.3% | 3Q | SEC ↗ |
| 4 | FMR LLC | 9,006,011 | $586M | +3,442,917 | +61.9% | 3Q | SEC ↗ |
| 5 | GQG Partners LLC | 8,673,777 | $564M | -727,509 | -7.7% | 3Q | SEC ↗ |
| 6 | PRICE T ROWE ASSOCIATES INC /MD | 8,143,219 | $530M | +4,351,357 | +114.8% | 3Q | SEC ↗ |
| 7 | STATE FARM MUTUAL AUTOMOBILE INSURANCE | 6,174,081 | $402M | +51,632 | +0.8% | 3Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 5,331,851 | $347M | -1,329,575 | -20.0% | 3Q | SEC ↗ |
| 9 | DIMENSIONAL FUND ADVISORS LP | 4,808,071 | $313M | +423,130 | +9.6% | 3Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 4,223,732 | $275M | -295,869 | -6.5% | 3Q | SEC ↗ |
| 11 | Clearbridge Investments, LLC | 4,135,829 | $269M | -1,500,234 | -26.6% | 3Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC | 4,117,069 | $268M | -191,720 | -4.4% | 3Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 4,080,798 | $265M | -377,982 | -8.5% | 3Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 3,994,633 | $260M | -177,293 | -4.2% | 3Q | SEC ↗ |
| 15 | JPMORGAN CHASE & CO | 3,985,623 | $259M | +832,393 | +26.4% | 3Q | SEC ↗ |
| 16 | D. E. Shaw & Co., Inc. | 3,762,722 | $245M | +3,609,127 | +2349.8% | 2Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 3,283,022 | $214M | -120,785 | -3.5% | 3Q | SEC ↗ |
| 18 | LAZARD ASSET MANAGEMENT LLC | 3,039,810 | $198M | +245,210 | +8.8% | 3Q | SEC ↗ |
| 19 | Connor, Clark & Lunn Investment Manage | 2,751,880 | $179M | +1,377,968 | +100.3% | 3Q | SEC ↗ |
| 20 | Cullen Capital Management, LLC | 2,745,360 | $179M | +97,665 | +3.7% | 3Q | SEC ↗ |
| 21 | Hamlin Capital Management, LLC | 2,722,721 | $177M | +282,076 | +11.6% | 3Q | SEC ↗ |
| 22 | Thrivent Financial for Lutherans | 2,643,486 | $172M | -4,662 | -0.2% | 3Q | SEC ↗ |
| 23 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 2,565,840 | $167M | -51,550 | -2.0% | 3Q | SEC ↗ |
| 24 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2,519,773 | $164M | -1,139,715 | -31.1% | 3Q | SEC ↗ |
| 25 | AMERICAN CENTURY COMPANIES INC | 2,336,422 | $152M | -103,524 | -4.2% | 3Q | SEC ↗ |
| 26 | BlackRock, Inc. | 2,293,405 | $149M | -27,994 | -1.2% | 3Q | SEC ↗ |
| 27 | CITADEL ADVISORS LLC | 2,138,036 | $139M | +1,841,960 | +622.1% | 2Q | SEC ↗ |
| 28 | JANE STREET GROUP, LLC | 2,103,480 | $137M | +1,748,361 | +492.3% | 2Q | SEC ↗ |
| 29 | EQUITY INVESTMENT CORP | 1,996,952 | $130M | +46,801 | +2.4% | 3Q | SEC ↗ |
| 30 | Saratoga Research & Investment Managem | 1,986,430 | $129M | +113,071 | +6.0% | 3Q | SEC ↗ |
| 31 | NORTHERN TRUST CORP | 1,850,253 | $120M | -244,953 | -11.7% | 3Q | SEC ↗ |
| 32 | FIDUCIARY MANAGEMENT INC /WI | 1,786,644 | $116M | -508,279 | -22.1% | 3Q | SEC ↗ |
| 33 | LPL Financial LLC | 1,712,505 | $111M | +79,723 | +4.9% | 3Q | SEC ↗ |
| 34 | FEDERATED HERMES, INC. | 1,642,701 | $107M | -197,633 | -10.7% | 3Q | SEC ↗ |
| 35 | TWO SIGMA INVESTMENTS, LP | 1,592,185 | $104M | +1,424,346 | +848.6% | 3Q | SEC ↗ |
| 36 | NORGES BANK NEW | 1,583,098 | $103M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Munich Reinsurance Co Stock Corp in Mu | 1,531,084 | $100M | -23,440 | -1.5% | 3Q | SEC ↗ |
| 38 | CAPTRUST FINANCIAL ADVISORS | 1,509,491 | $98M | -26,783 | -1.7% | 3Q | SEC ↗ |
| 39 | Allspring Global Investments Holdings, | 1,438,344 | $94M | +26,108 | +1.8% | 3Q | SEC ↗ |
| 40 | EVERETT HARRIS & CO /CA | 1,418,743 | $92M | +11,222 | +0.8% | 3Q | SEC ↗ |
| 41 | NATIXIS ADVISORS, LLC | 1,385,209 | $90M | +6,221 | +0.5% | 3Q | SEC ↗ |
| 42 | COOKE & BIELER LP | 1,231,189 | $80M | +514,913 | +71.9% | 3Q | SEC ↗ |
| 43 | JONES FINANCIAL COMPANIES LLLP | 1,231,031 | $80M | +35,645 | +3.0% | 3Q | SEC ↗ |
| 44 | RENAISSANCE TECHNOLOGIES LLC | 1,167,336 | $76M | -10,600 | -0.9% | 2Q | SEC ↗ |
| 45 | Qube Research & Technologies Ltd | 1,062,661 | $69M | -9,428 | -0.9% | 2Q | SEC ↗ |
| 46 | SATURNA CAPITAL CORP | 1,048,865 | $68M | +254,555 | +32.0% | 3Q | SEC ↗ |
| 47 | AMERIPRISE FINANCIAL INC | 1,033,720 | $67M | +56,432 | +5.8% | 3Q | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 943,718 | $61M | +100,490 | +11.9% | 3Q | SEC ↗ |
| 49 | UBS Group AG | 927,430 | $60M | +5,710 | +0.6% | 3Q | SEC ↗ |
| 50 | Lansforsakringar Fondforvaltning AB (p NEW | 854,189 | $56M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 1,583,098 | $103M |
| Lansforsakringar Fondforvaltning AB | 854,189 | $56M |
| HRT FINANCIAL LP | 653,543 | $43M |
| Trexquant Investment LP | 439,074 | $29M |
| Freestone Grove Partners LP | 423,982 | $28M |
| Sixth Street Partners Management Co | 390,342 | $25M |
| FACTORY MUTUAL INSURANCE CO | 375,457 | $24M |
| TriCert Investment Counsel Inc. | 244,804 | $16M |
| Capital Wealth Planning, LLC | 233,777 | $15M |
| MANUFACTURERS LIFE INSURANCE COMPAN | 172,056 | $11M |
| Dixon Mitchell Investment Counsel I | 160,400 | $10M |
| LOGAN CAPITAL MANAGEMENT INC | 157,364 | $10M |
| Optiver Holding B.V. | 127,374 | $8M |
| CANTOR FITZGERALD INVESTMENT ADVISO | 122,201 | $8M |
| ABC ARBITRAGE SA | 120,651 | $8M |
| NIXON PEABODY TRUST CO | 112,184 | $7M |
| Graham Capital Management, L.P. | 107,642 | $7M |
| Evelyn Partners Group Ltd | 105,546 | $7M |
| Campbell & CO Investment Adviser LL | 104,675 | $7M |
| Jupiter Topco LLC | 64,605 | $4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Aristotle Capital Management, LLC | 819,436 | $53M |
| XTX Topco Ltd | 266,729 | $17M |
| Capital International Investors | 263,396 | $17M |
| Holocene Advisors, LP | 250,000 | $16M |
| Y-Intercept (Hong Kong) Ltd | 218,910 | $14M |
| PEAK6 LLC | 190,715 | $12M |
| Matthew Goff Investment Advisor, LL | 165,660 | $11M |
| ExodusPoint Capital Management, LP | 133,331 | $9M |
| ADVISORY RESEARCH INC | 96,671 | $6M |
| MARSHALL WACE, LLP | 88,895 | $6M |
| tru Independence LLC | 82,266 | $5M |
| MOTCO | 66,459 | $4M |
| Capital Investment Counsel, LLC | 65,903 | $4M |
| NLB Skladi, upravljanje premozenja, | 61,422 | $4M |
| Strategic Advisors LLC | 47,594 | $3M |
| SIMPLEX TRADING, LLC | 37,532 | $2M |
| HOHIMER WEALTH MANAGEMENT, LLC | 32,187 | $2M |
| Dynamic Technology Lab Private Ltd | 26,051 | $2M |
| Marks Group Wealth Management, Inc | 22,135 | $1M |
| DV Trading LLC | 19,916 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD | +4,351,357 | +114.8% | 8,143,219 |
| D. E. Shaw & Co., Inc. | +3,609,127 | +2349.8% | 3,762,722 |
| FMR LLC | +3,442,917 | +61.9% | 9,006,011 |
| Fisher Asset Management, LLC | +3,426,684 | +16.1% | 24,693,472 |
| CITADEL ADVISORS LLC | +1,841,960 | +622.1% | 2,138,036 |
| JANE STREET GROUP, LLC | +1,748,361 | +492.3% | 2,103,480 |
| TWO SIGMA INVESTMENTS, LP | +1,424,346 | +848.6% | 1,592,185 |
| Connor, Clark & Lunn Investment Man | +1,377,968 | +100.3% | 2,751,880 |
| JPMORGAN CHASE & CO | +832,393 | +26.4% | 3,985,623 |
| VICTORY CAPITAL MANAGEMENT INC | +537,980 | +1032.5% | 590,086 |
| COOKE & BIELER LP | +514,913 | +71.9% | 1,231,189 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +443,783 | +2383.5% | 462,402 |
| DIMENSIONAL FUND ADVISORS LP | +423,130 | +9.6% | 4,808,071 |
| Holowesko Partners Ltd. | +367,500 | +399.0% | 459,600 |
| AQR CAPITAL MANAGEMENT LLC | +314,321 | +123.2% | 569,489 |
| MORGAN STANLEY | +305,781 | +3.3% | 9,665,376 |
| BNP PARIBAS FINANCIAL MARKETS | +294,983 | +2196.4% | 308,413 |
| Hamlin Capital Management, LLC | +282,076 | +11.6% | 2,722,721 |
| SATURNA CAPITAL CORP | +254,555 | +32.0% | 1,048,865 |
| LAZARD ASSET MANAGEMENT LLC | +245,210 | +8.8% | 3,039,810 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | -4,867,052 | -12.2% | 35,063,391 |
| Clearbridge Investments, LLC | -1,500,234 | -26.6% | 4,135,829 |
| BANK OF AMERICA CORP /DE | -1,329,575 | -20.0% | 5,331,851 |
| BARROW HANLEY MEWHINNEY & STRAUSS L | -1,139,715 | -31.1% | 2,519,773 |
| JENNISON ASSOCIATES LLC | -751,673 | -98.9% | 8,490 |
| GQG Partners LLC | -727,509 | -7.7% | 8,673,777 |
| FIDUCIARY MANAGEMENT INC /WI | -508,279 | -22.1% | 1,786,644 |
| WELLS FARGO & COMPANY/MN | -377,982 | -8.5% | 4,080,798 |
| Point72 Asset Management, L.P. | -332,848 | -68.1% | 155,998 |
| ENVESTNET ASSET MANAGEMENT INC | -295,869 | -6.5% | 4,223,732 |
| MILLENNIUM MANAGEMENT LLC | -277,562 | -57.8% | 202,457 |
| BROWN ADVISORY INC | -250,546 | -25.6% | 728,942 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | -246,703 | -52.5% | 223,116 |
| NORTHERN TRUST CORP | -244,953 | -11.7% | 1,850,253 |
| TRUIST FINANCIAL CORP | -219,511 | -24.4% | 680,642 |
| FEDERATED HERMES, INC. | -197,633 | -10.7% | 1,642,701 |
| GOLDMAN SACHS GROUP INC | -191,720 | -4.4% | 4,117,069 |
| RAYMOND JAMES FINANCIAL INC | -177,293 | -4.2% | 3,994,633 |
| KORNITZER CAPITAL MANAGEMENT INC /K | -177,003 | -53.3% | 155,130 |
| CAPITAL FUND MANAGEMENT S.A. | -158,984 | -24.5% | 490,979 |