Filing Research | UNILEVER PLC Institutional Holdings

Snapshot holdings

50 / 342 loaded

#		Instrument	quantity
1	Hamlin Capital Management, LLC	Shares	2.7MSH	$163.7M
2	Saratoga Research & Investment Management	Shares	2.0MSH	$119.4M
3	Munich Reinsurance Co Stock Corp in Munich	Shares	1.5MSH	$92.0M
4	CAPITAL ADVISORS INC/OK	Shares	629.0KSH	$37.8M
5	Cardinal Capital Management, Inc.	Shares	441.8KSH	$26.6M
6	River Road Asset Management, LLC	Shares	408.9KSH	$24.6M
7	FACTORY MUTUAL INSURANCE CO	Shares	375.5KSH	$22.6M
8	Crossmark Global Holdings, Inc.	Shares	249.9KSH	$15.0M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	298.0KSH	$12.0M
10	Eldred Rock Partners, LLC	Shares	182.8KSH	$11.0M
11	ROCKLAND TRUST CO	Shares	162.2KSH	$9.8M
12	Keystone Financial Planning, Inc.	Shares	160.5KSH	$9.7M
13	QRG CAPITAL MANAGEMENT, INC.	Shares	154.0KSH	$9.3M
14	Boston Common Asset Management, LLC	Shares	152.7KSH	$9.2M
15	CARY STREET PARTNERS FINANCIAL LLC	Shares	147.1KSH	$8.8M
16	ADVOCATE GROUP LLC	Shares	125.8KSH	$7.6M
17	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	122.2KSH	$7.3M
18	CULLEN INVESTMENT GROUP, LTD.	Shares	121.3KSH	$7.3M
19	ABC ARBITRAGE SA	Shares	120.7KSH	$7.3M
20	Gilman Hill Asset Management, LLC	Shares	111.9KSH	$6.7M
21	Farther Finance Advisors, LLC	Shares	108.3KSH	$6.5M
22	Martin Capital Partners, LLC	Shares	106.8KSH	$6.4M
23	NorthCrest Asset Manangement, LLC	Shares	104.5KSH	$6.4M
24	DAVENPORT & Co LLC	Shares	102.9KSH	$6.2M
25	Northside Capital Management, LLC	Shares	98.6KSH	$5.9M
26	Stablepoint Partners, LLC	Shares	98.0KSH	$5.9M
27	Baker Chad R	Shares	96.4KSH	$5.8M
28	BENJAMIN EDWARDS INC	Shares	92.1KSH	$5.5M
29	HENNESSY ADVISORS INC	Shares	91.0KSH	$5.5M
30	BUTENSKY & COHEN FINANCIAL SECURITY, INC	Shares	86.8KSH	$5.2M
31	Gradient Investments LLC	Shares	86.2KSH	$5.2M
32	GUYASUTA INVESTMENT ADVISORS INC	Shares	86.0KSH	$5.2M
33	KAVAR CAPITAL PARTNERS GROUP, LLC	Shares	83.2KSH	$5.0M
34	XML Financial, LLC	Shares	70.4KSH	$4.2M
35	BTC Capital Management, Inc.	Shares	68.5KSH	$4.1M
36	IFP Advisors, Inc	Shares	66.9KSH	$4.0M
37	Dynamic Advisor Solutions LLC	Shares	60.9KSH	$3.7M
38	Slocum, Gordon & Co LLP	Shares	58.2KSH	$3.5M
39	BEACON FINANCIAL GROUP	Shares	57.7KSH	$3.5M
40	apricus wealth, LLC	Shares	56.0KSH	$3.4M
41	SMITHBRIDGE ASSET MANAGEMENT INC/DE	Shares	55.3KSH	$3.3M
42	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	Shares	54.7KSH	$3.3M
43	Old Port Advisors	Shares	54.7KSH	$3.3M
44	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	53.4KSH	$3.2M
45	HALL LAURIE J TRUSTEE	Shares	53.1KSH	$3.2M
46	D.A. DAVIDSON & CO.	Shares	52.4KSH	$3.2M
47	TrueMark Investments, LLC	Shares	48.2KSH	$2.9M
48	Abundance Wealth Counselors	Shares	46.1KSH	$2.8M
49	Portside Wealth Group, LLC	Shares	45.8KSH	$2.8M
50	COURIER CAPITAL LLC	Shares	45.3KSH	$2.7M

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Manager changes2026-06-30 vs 2026-03-31

50 / 364 loaded

#		Instrument
1	Hamlin Capital Management, LLC added	Shares	+282.1K	+$24.6M	$163.7M
2	FACTORY MUTUAL INSURANCE CO new	Shares	+375.5K	+$22.6M	$22.6M
3	Saratoga Research & Investment Management added	Shares	+113.1K	+$12.7M	$119.4M
4	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. new	Shares	+122.2K	+$7.3M	$7.3M
5	ABC ARBITRAGE SA new	Shares	+120.7K	+$7.3M	$7.3M
6	Martin Capital Partners, LLC added	Shares	+1.4K	+$6.4M	$6.4M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+57.6K	+$4.2M	$12.0M
8	Munich Reinsurance Co Stock Corp in Munich trimmed	Shares	-23.4K	+$3.5M	$92.0M
9	Cardinal Capital Management, Inc. added	Shares	+26.1K	+$2.9M	$26.6M
10	Gilman Hill Asset Management, LLC added	Shares	+42.9K	+$2.8M	$6.7M
11	Crossmark Global Holdings, Inc. added	Shares	+26.0K	+$2.3M	$15.0M
12	ROCKLAND TRUST CO added	Shares	+27.4K	+$2.1M	$9.8M
13	Baker Chad R added	Shares	+27.9K	+$1.9M	$5.8M
14	CAPITAL ADVISORS INC/OK trimmed	Shares	-6.4K	+$1.6M	$37.8M
15	Abundance Wealth Counselors added	Shares	+22.2K	+$1.4M	$2.8M
16	ADVOCATE GROUP LLC added	Shares	+17.8K	+$1.4M	$7.6M
17	Farther Finance Advisors, LLC added	Shares	+13.5K	+$1.2M	$6.5M
18	J.W. COLE ADVISORS, INC. new	Shares	+19.1K	+$1.1M	$1.1M
19	CULLEN INVESTMENT GROUP, LTD. added	Shares	+10.0K	+$947.9K	$7.3M
20	Keystone Financial Planning, Inc. added	Shares	+7.6K	+$940.9K	$9.7M
21	QRG CAPITAL MANAGEMENT, INC. added	Shares	+7.5K	+$911.1K	$9.3M
22	NorthCrest Asset Manangement, LLC added	Shares	+5.6K	+$892.1K	$6.4M
23	Gradient Investments LLC added	Shares	+9.8K	+$830.1K	$5.2M
24	BENJAMIN EDWARDS INC added	Shares	+9.3K	+$819.0K	$5.5M
25	D.A. DAVIDSON & CO. added	Shares	+9.8K	+$721.0K	$3.2M
26	BTC Capital Management, Inc. added	Shares	+8.2K	+$684.8K	$4.1M
27	Catalyst Capital Advisors LLC added	Shares	+8.7K	+$637.2K	$2.7M
28	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+2.3K	+$593.1K	$8.8M
29	HF Advisory Group, LLC added	Shares	+7.6K	+$568.3K	$2.6M
30	Eldred Rock Partners, LLC trimmed	Shares	-323	+$557.5K	$11.0M
31	NWAM LLC added	Shares	+8.6K	+$555.6K	$1.2M
32	IFP Advisors, Inc added	Shares	+6.0K	+$551.6K	$4.0M
33	TrueMark Investments, LLC added	Shares	+6.1K	+$500.0K	$2.9M
34	NEW WAVE WEALTH ADVISORS LLC added	Shares	+8.1K	+$498.2K	$763.6K
35	GAMMA Investing LLC added	Shares	+7.0K	+$468.4K	$1.3M
36	Avior Wealth Management, LLC added	Shares	+7.2K	+$468.2K	$1.1M
37	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added	Shares	+5.0K	+$455.3K	$3.3M
38	MISSION WEALTH MANAGEMENT, LP added	Shares	+7.0K	+$453.1K	$987.1K
39	Lineweaver Wealth Advisors, LLC added	Shares	+5.7K	+$437.8K	$2.2M
40	BUTENSKY & COHEN FINANCIAL SECURITY, INC added	Shares	+2.8K	+$430.2K	$5.2M
41	Ballentine Partners, LLC added	Shares	+6.1K	+$425.7K	$1.5M
42	LANDAAS & CO /WI /ADV new	Shares	+7.0K	+$422.8K	$422.8K
43	apricus wealth, LLC added	Shares	+3.8K	+$390.7K	$3.4M
44	Dynamic Advisor Solutions LLC added	Shares	+3.4K	+$385.6K	$3.7M
45	Portside Wealth Group, LLC added	Shares	+4.0K	+$374.0K	$2.8M
46	Old Port Advisors added	Shares	+3.3K	+$362.8K	$3.3M
47	DAVENPORT & Co LLC added	Shares	+621	+$359.4K	$6.2M
48	Stablepoint Partners, LLC added	Shares	+722	+$349.7K	$5.9M
49	SIGNATUREFD, LLC added	Shares	+3.3K	+$327.6K	$2.7M
50	BEACON FINANCIAL GROUP added	Shares	+2.5K	+$326.8K	$3.5M

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