Stock ownership · SEC 13F · Q3 2025
Unilever PLC
A breakdown of Unilever PLC's institutional base (CUSIP 904767704): the holders, the concentration among them, and what changed last quarter.
- $6.0M
- Reported value
- 14
- Institutions
- 98%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, Unilever PLC ranks #531 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 14 institutions report $6.0M as of Q3 2025, with ownership held overwhelmingly by a small core of institutions.
- 14
- institutions hold it
- $6.0M
- reported 13F value
- 98%
- held by top 5
- #531
- of 775 by value
Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, Unilever PLC ranks #531 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 904767704 · Q3 2025 $6M reported
VALUE-LIGHT · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-MID
- VALUE-LIGHT #531/775
- HOLDERS-NARROW 14 filers
- CONC-DOM 98% top-5
- PHOTO-FINISH PURE STORAGE
- ACTIVITY-HOT 13 new
- BOOK-MID 7Q history
Photo-finish peer on reported value: PURE STORAGE INC
Read with: Ownership concentration guide - Unilever PLC's top-five holders account for 98% 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.
Unilever PLC vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
14 Top 39% higher than 61% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q3 2025
Institutional ownership over time
The number of institutions reporting a Unilever PLC position has risen from 5 to 14 over the last 7 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Tweedy, Browne Co LLC | 62,616 | $3.7M | 61.6% |
| 2 | Kimelman & Baird, LLC | 21,600 | $1.3M | 21.2% |
| 3 | Court Place Advisors, LLC | 6,375 | $378K | 6.3% |
| 4 | JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) | 4,668 | $277K | 4.6% |
| 5 | GRAYBILL WEALTH MANAGEMENT, LTD. | 4,471 | $265K | 4.4% |
| 6 | TD Capital Management LLC | 672 | $40K | 0.7% |
| 7 | Asset Dedication, LLC | 476 | $28K | 0.5% |
| 8 | CHELSEA COUNSEL CO | 400 | $24K | 0.4% |
| 9 | CIBC Private Wealth Group LLC | 182 | $11K | 0.2% |
| 10 | Bell Investment Advisors, Inc | 162 | $10K | 0.2% |
| 11 | KERR FINANCIAL PLANNING Corp | 34 | $2K | 0.0% |
| 12 | CENTAURUS FINANCIAL, INC. | 12,884 | $764 | 0.0% |
| 13 | Old North State Trust, LLC | 10,596 | $628 | 0.0% |
| 14 | Strategic Advocates LLC | 7 | $415 | 0.0% |
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 Q3 2025, by reported value:
Latest Quarter Activity · Q3 2025
New positions (13)
Complete exits (6)
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 ($6.0M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (14 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 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.