UNILEVER PLC (UL) — Institutional Holders, Q2 2026 (page 6)
1,204 institutional investment managers reported a UL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $15.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UL 13F holders ranked 501–600 of 1,204
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Sigma Planning#501 · 14,237 sh | 14,237 | $856.0K | — | +17.8% |
| 502 | EPG Wealth Management#502 · 14,180 sh | 14,180 | $852.5K | 0.20% | +10.1% |
| 503 | PFG Investments#503 · 14,129 sh | 14,129 | $849.4K | 0.03% | +27.1% |
| 504 | Ronald Blue#504 · 13,959 sh | 13,959 | $839.2K | — | +6.6% |
| 505 | LCM Capital Management#505 · 13,938 sh | 13,938 | $838.0K | — | +1.9% |
| 506 | Integrated Quantitative Investments#506 · 13,843 sh | 13,843 | $832.2K | 0.14% | New |
| 507 | COLDSTREAM CAPITAL MANAGEMENT#507 · 13,778 sh | 13,778 | $828.3K | 0.01% | +0.7% |
| 508 | Curbstone Financial Management#508 · 13,684 sh | 13,684 | $822.7K | — | +1.3% |
| 509 | Leisure Capital Management#509 · 13,661 sh | 13,661 | $821.3K | 0.26% | +1.0% |
| 510 | Manchester Capital Management#510 · 13,536 sh | 13,536 | $813.8K | — | +0.8% |
| 511 | FOX RUN MANAGEMENT, L.L.C.#511 · 13,400 sh | 13,400 | $805.6K | 0.13% | +17.0% |
| 512 | WELCH & FORBES#512 · 13,324 sh | 13,324 | $801.0K | <0.01% | +0.4% |
| 513 | Qtron Investments#513 · 13,285 sh | 13,285 | $798.7K | 0.11% | -15.6% |
| 514 | SYON CAPITAL#514 · 13,024 sh | 13,024 | $783.0K | 0.03% | -9.3% |
| 515 | WEATHERLY ASSET MANAGEMENT L. P.#515 · 12,978 sh | 12,978 | $780.2K | — | -12.6% |
| 516 | RWA WEALTH PARTNERS#516 · 12,964 sh | 12,964 | $779.4K | <0.01% | -2.2% |
| 517 | Hartford Funds Management#517 · 12,896 sh | 12,896 | $775.3K | 0.06% | -7.4% |
| 518 | Waldron Private Wealth#518 · 12,893 sh | 12,893 | $775.1K | 0.03% | -14.9% |
| 519 | LEVEL FOUR ADVISORY SERVICES#519 · 12,861 sh | 12,861 | $773.3K | 0.02% | -5.8% |
| 520 | BANK OF NOVA SCOTIA#520 · 12,833 sh | 12,833 | $771.5K | 0.06% | -23.6% |
| 521 | Bollard Group#521 · 12,821 sh | 12,821 | $771.0K | 0.02% | -16.3% |
| 522 | POTENTIA WEALTH#522 · 12,798 sh | 12,798 | $769.4K | 0.32% | 0.0% |
| 523 | Modern Wealth Management#523 · 12,585 sh | 12,585 | $756.6K | <0.01% | +5.7% |
| 524 | Riverwater Partners#524 · 12,581 sh | 12,581 | $756.4K | 0.22% | +10.1% |
| 525 | OneDigital Investment Advisors#525 · 12,552 sh | 12,552 | $754.6K | <0.01% | -31.1% |
| 526 | Clearstead Advisors#526 · 12,509 sh | 12,509 | $752.0K | <0.01% | +1654.4% |
| 527 | GROUP ONE TRADING, L.P.#527 · 12,477 sh | 12,477 | $750.1K | <0.01% | +15.7% |
| 528 | Narwhal Capital Management#528 · 12,398 sh | 12,398 | $745.4K | 0.05% | -36.9% |
| 529 | First Pacific Financial#529 · 12,299 sh | 12,299 | $739.4K | — | -2.9% |
| 530 | North Star Investment Management#530 · 12,239 sh | 12,239 | $735.8K | 0.04% | +0.5% |
| 531 | CMH Wealth Management#531 · 12,103 sh | 12,103 | $727.6K | — | -28.3% |
| 532 | Jump Financial#532 · 12,005 sh | 12,005 | $721.7K | <0.01% | +161.0% |
| 533 | Larson Financial Group#533 · 11,853 sh | 11,853 | $712.6K | 0.02% | +3.4% |
| 534 | EXCALIBUR MANAGEMENT#534 · 11,839 sh | 11,839 | $711.8K | 0.23% | +0.4% |
| 535 | Raab & Moskowitz Asset Management#535 · 11,834 sh | 11,834 | $711.5K | 0.14% | -1.7% |
| 536 | PROFUND ADVISORS#536 · 11,787 sh | 11,787 | $708.6K | 0.02% | -2.8% |
| 537 | FAYEZ SAROFIM#537 · 11,766 sh | 11,766 | $707.4K | <0.01% | 0.0% |
| 538 | Squarepoint Ops#538 · 11,757 sh | 11,757 | $706.8K | <0.01% | -19.6% |
| 539 | INSIGNEO ADVISORY SERVICES#539 · 11,738 sh | 11,738 | $705.7K | 0.03% | -8.1% |
| 540 | Strategic Investment Advisors / MI#540 · 11,705 sh | 11,705 | $703.7K | 0.04% | -13.0% |
| 541 | NorthRock Partners#541 · 11,621 sh | 11,621 | $698.7K | 0.01% | +25.0% |
| 542 | Beutel, Goodman & Ltd.#542 · 11,572 sh | 11,572 | $695.0K | <0.01% | +23.3% |
| 543 | Boit C F David#543 · 11,555 sh | 11,555 | $694.7K | 0.29% | 0.0% |
| 544 | Wealthspire Advisors#544 · 11,536 sh | 11,536 | $693.5K | <0.01% | +7.4% |
| 545 | AXXCESS WEALTH MANAGEMENT#545 · 11,524 sh | 11,524 | $692.9K | — | New |
| 546 | Israel Discount Bank of New York#546 · 11,448 sh | 11,448 | $688.3K | — | 0.0% |
| 547 | ALLEN WEALTH MANAGEMENT#547 · 11,401 sh | 11,401 | $685.4K | 0.33% | -24.3% |
| 548 | NORTHEAST INVESTMENT MANAGEMENT#548 · 11,377 sh | 11,377 | $684.0K | 0.03% | 0.0% |
| 549 | Regal Investment Advisors#549 · 11,330 sh | 11,330 | $681.1K | 0.04% | +4.5% |
| 550 | Hilltop#550 · 11,302 sh | 11,302 | $679.4K | 0.05% | New |
| 551 | CEERA INVESTMENTS#551 · 11,301 sh | 11,301 | $679.4K | 0.29% | -0.3% |
| 552 | DRW Securities#552 · 11,201 sh | 11,201 | $673.4K | 0.02% | +46.9% |
| 553 | Mezzasalma Advisors#553 · 11,129 sh | 11,129 | $669.1K | — | +11.0% |
| 554 | CONNING#554 · 11,049 sh | 11,049 | $664.3K | 0.02% | +14.8% |
| 555 | Sandy Cove Advisors#555 · 10,969 sh | 10,969 | $659.5K | 0.17% | +2.3% |
| 556 | TOWER BRIDGE ADVISORS#556 · 10,954 sh | 10,954 | $658.6K | 0.06% | -0.4% |
| 557 | FORTRESS PRIVATE LEDGER#557 · 10,950 sh | 10,950 | $658.3K | 0.18% | +18.3% |
| 558 | GREENLEAF#558 · 10,923 sh | 10,923 | $656.7K | <0.01% | -17.4% |
| 559 | ALLIANCEBERNSTEIN L.P.#559 · 11,496 sh | 11,496 | $654.9K | <0.01% | +3.1% |
| 560 | River Wealth Advisors#560 · 10,881 sh | 10,881 | $654.2K | 0.07% | -4.9% |
| 561 | Point#561 · 10,860 sh | 10,860 | $652.9K | 0.06% | -16.2% |
| 562 | Legacy Capital Group California#562 · 10,687 sh | 10,687 | $642.5K | 0.19% | +18.6% |
| 563 | Stratos Wealth Partners, LTD.#563 · 10,681 sh | 10,681 | $642.2K | <0.01% | +17.0% |
| 564 | SGL Investment Advisors#564 · 10,169 sh | 10,169 | $639.2K | 0.22% | +1.6% |
| 565 | Parkside Financial Bank#565 · 10,612 sh | 10,612 | $638.0K | — | +98.0% |
| 566 | Focus Partners Advisor Solutions#566 · 10,610 sh | 10,610 | $637.9K | <0.01% | +11.7% |
| 567 | HANCOCK WHITNEY#567 · 10,541 sh | 10,541 | $633.7K | 0.01% | -12.9% |
| 568 | Atom Investors#568 · 10,497 sh | 10,497 | $631.1K | 0.06% | New |
| 569 | BRIGHTON JONES#569 · 10,392 sh | 10,392 | $624.7K | 0.01% | +16.3% |
| 570 | FourThought Financial Partners#570 · 10,375 sh | 10,375 | $623.7K | 0.05% | +9.3% |
| 571 | Valeo Financial Advisors#571 · 10,245 sh | 10,245 | $615.9K | — | +6.7% |
| 572 | Diversified#572 · 10,231 sh | 10,231 | $615.1K | <0.01% | -4.9% |
| 573 | Peoples Bank#573 · 10,216 sh | 10,216 | $614.2K | — | 0.0% |
| 574 | NAVELLIER & ASSOCIATES#574 · 10,215 sh | 10,215 | $614.1K | 0.05% | 0.0% |
| 575 | Versant Capital Management#575 · 10,194 sh | 10,194 | $612.9K | — | -17.8% |
| 576 | COZAD ASSET MANAGEMENT#576 · 10,184 sh | 10,184 | $612.3K | 0.04% | +8.4% |
| 577 | FERGUSON WELLMAN CAPITAL MANAGEMENT#577 · 10,130 sh | 10,130 | $609.0K | — | 0.0% |
| 578 | Kathmere Capital Management#578 · 10,118 sh | 10,118 | $608.3K | — | +20.1% |
| 579 | SNS Financial Group#579 · 10,010 sh | 10,010 | $601.8K | 0.01% | New |
| 580 | PDS Planning#580 · 10,006 sh | 10,006 | $601.6K | 0.03% | +8.0% |
| 581 | Alliance Wealth Advisors#581 · 9,991 sh | 9,991 | $600.7K | 0.11% | -2.1% |
| 582 | Red Door Wealth Management#582 · 9,987 sh | 9,987 | $600.4K | 0.05% | +78.1% |
| 583 | CHAPMAN FINANCIAL GROUP#583 · 9,977 sh | 9,977 | $599.8K | — | +1083.5% |
| 584 | Investment Research Partners#584 · 9,975 sh | 9,975 | $599.7K | — | +33.4% |
| 585 | THOROUGHBRED FINANCIAL SERVICES#585 · 9,951 sh | 9,951 | $598.0K | 0.03% | -3.9% |
| 586 | Independent Advisor Alliance#586 · 9,910 sh | 9,910 | $595.8K | 0.01% | -2.5% |
| 587 | Phillips Wealth Planners#587 · 8,955 sh | 8,955 | $561.8K | 0.41% | -0.6% |
| 588 | GAMCO INVESTORS, ET AL#588 · 9,336 sh | 9,336 | $561.3K | <0.01% | -0.3% |
| 589 | XPONANCE#589 · 9,231 sh | 9,231 | $555.0K | <0.01% | +110.0% |
| 590 | Mengis Capital Management#590 · 9,231 sh | 9,231 | $555.0K | — | -0.5% |
| 591 | Tranquilli Financial Advisor#591 · 9,172 sh | 9,172 | $551.4K | 0.30% | +3.8% |
| 592 | May Hill Capital#592 · 9,148 sh | 9,148 | $550.0K | 0.11% | +51.6% |
| 593 | Resonant Capital Advisors#593 · 9,118 sh | 9,118 | $548.2K | — | +40.7% |
| 594 | Gryphon Financial Partners#594 · 9,079 sh | 9,079 | $545.9K | 0.05% | +11.4% |
| 595 | Rathbones Group PLC#595 · 9,002 sh | 9,002 | $541.2K | <0.01% | 0.0% |
| 596 | Ashton Thomas Private Wealth#596 · 8,975 sh | 8,975 | $539.6K | 0.01% | -37.7% |
| 597 | Cohen Investment Advisors#597 · 8,938 sh | 8,938 | $537.4K | — | +32.4% |
| 598 | FLPUTNAM INVESTMENT MANAGEMENT#598 · 8,929 sh | 8,929 | $536.8K | <0.01% | -5.7% |
| 599 | Keudell/Morrison Wealth Management#599 · 8,875 sh | 8,875 | $533.6K | — | +4.6% |
| 600 | Garrett Wealth Advisory Group#600 · 8,838 sh | 8,838 | $531.4K | — | -5.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.