Who Owns Unilever Stock?
NYSE: ULConsumer DiscretionaryPackage Goods/CosmeticsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 12.29%
- Held by insiders
- 0.01%
- Institutional holders
- 1,372
- Institutions 12.3%
- Insiders 0.0%
- Public and other 87.7%
Who owns Unilever stock?
Institutional investors own about 12.3% of Unilever's shares, spread across 1,372 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.01% of UL.
The largest institutional holders are Wellington Management Group, LLP (1.63%), Fisher Asset Management, LLC (1.15%) and Morgan Stanley (0.45%). Together, the top 10 institutions control 5.4% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their UL positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of UL
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Wellington Management Group, LLP | 35.06M | 1.63% | -12.2% |
| Fisher Asset Management, LLC | 24.69M | 1.15% | +16.1% |
| Morgan Stanley | 9.67M | 0.45% | +3.3% |
| FMR, LLC | 9.01M | 0.42% | +61.9% |
| GQG Partners LLC | 8.67M | 0.40% | -7.7% |
| Price (T.Rowe) Associates Inc | 8.14M | 0.38% | +114.8% |
| State Farm Mutual Automobile Insurance Co | 6.17M | 0.29% | +0.8% |
| Bank of America Corporation | 5.33M | 0.25% | -20.0% |
| Dimensional Fund Advisors LP | 4.81M | 0.22% | +9.7% |
| Envestnet Asset Management Inc. | 4.22M | 0.20% | -6.5% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of UL
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | 13.85M | 0.64% |
| VANGUARD WELLESLEY INCOME FUND | 5.76M | 0.27% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND | 5.32M | 0.25% |
| ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND | 5.21M | 0.24% |
| John Hancock Investment Trust-International Dynamic Growth Fund | 1.89M | 0.09% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | 1.69M | 0.08% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD BALANCED INCOME FUND | 1.57M | 0.07% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD EQUITY INCOME FUND | 1.55M | 0.07% |
| Fidelity Financial Trust-Fidelity Equity Dividend Income Fund | 1.35M | 0.06% |
| Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund | 1.32M | 0.06% |
Frequently asked questions
Who is the largest shareholder of Unilever?
Wellington Management Group, LLP is the largest institutional shareholder of UL, owning 1.63% of shares outstanding (35.06M shares) as of its latest 13F filing.
What percentage of Unilever is owned by institutions?
Institutions own about 12.3% of UL shares and 12.3% of the public float.
How much of Unilever do insiders own?
Insiders, such as officers and directors, own about 0.01% of UL shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.