Stock ownership · SEC 13F · Q4 2025
UNILEVER PLC
A breakdown of UNILEVER PLC's institutional base (CUSIP 904767803): the holders, the concentration among them, and what changed last quarter.
- $3.3M
- Reported value
- 8
- Institutions
- 99%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, UNILEVER PLC ranks #626 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $3.3M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 8
- institutions hold it
- $3.3M
- reported 13F value
- 99%
- held by top 5
- #626
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, UNILEVER PLC ranks #626 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 904767803 · Q4 2025 $3M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-SHORT
- VALUE-LIGHT #626/775
- HOLDERS-FOCUS 8 filers
- CONC-DOM 99% top-5
- PHOTO-FINISH DENISON MINES
- ACTIVITY-MID 8 new
- BOOK-SHORT 1Q history
Photo-finish peer on reported value: DENISON MINES CORP
Read with: Ownership concentration guide - UNILEVER PLC's top-five holders account for 99% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · UNILEVER PLC
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Anchor Investment Management, LLC | 35,832 | $2.3M | 71.5% |
| 2 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 5,226 | $342K | 10.4% |
| 3 | DGS Capital Management, LLC | 3,901 | $255K | 7.8% |
| 4 | THRYVE WEALTH MANAGEMENT LLC | 3,802 | $249K | 7.6% |
| 5 | TD Capital Management LLC | 594 | $39K | 1.2% |
| 6 | CHELSEA COUNSEL CO | 354 | $23K | 0.7% |
| 7 | Bell Investment Advisors, Inc | 298 | $19K | 0.6% |
| 8 | MidFirst Bank | 88 | $6K | 0.2% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among UNILEVER PLC's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (8)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for UNILEVER PLC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($3.3M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (8 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.