Morningstar Investment Services LLC - UNILEVER PLC ownership

UNILEVER PLC's ticker is UL and the CUSIP is 904767704. A total of 1,003 filers reported holding UNILEVER PLC in Q1 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of UNILEVER PLC
ValueSharesWeighting
Q3 2023$30,136
-5.5%
612,503
-1.0%
0.39%
-5.9%
Q2 2023$31,885
-2.7%
618,607
-2.0%
0.41%
-6.8%
Q1 2023$32,764
+0.2%
631,356
-2.0%
0.44%
-1.3%
Q4 2022$32,691
-99.9%
644,400
-4.0%
0.45%
+5.2%
Q3 2022$30,008,000
-1.5%
671,030
+0.2%
0.42%
+3.9%
Q2 2022$30,466,000
-2.2%
669,692
-0.5%
0.41%
+17.9%
Q1 2022$31,138,000
-13.8%
673,144
+0.2%
0.35%
-13.9%
Q4 2021$36,134,000
-3.1%
672,001
-1.3%
0.40%
-8.6%
Q3 2021$37,309,000
-9.1%
681,031
-1.7%
0.44%
-10.6%
Q2 2021$41,036,000
+5.7%
692,462
-0.2%
0.49%
-2.8%
Q1 2021$38,818,000
-13.1%
694,176
-6.2%
0.51%
-18.5%
Q4 2020$44,682,000
-6.1%
740,257
-3.8%
0.62%
-16.0%
Q3 2020$47,608,000
+9.4%
769,147
-2.4%
0.74%
+3.4%
Q2 2020$43,536,000
+4.3%
787,688
-4.5%
0.72%
-5.9%
Q1 2020$41,729,000
+24.5%
825,015
+40.7%
0.76%
+44.5%
Q4 2019$33,517,000
-6.4%
586,262
-1.5%
0.53%
-13.3%
Q3 2019$35,820,000
-5.5%
595,379
-2.7%
0.61%
-2.6%
Q2 2019$37,904,000
+5.1%
611,656
-2.1%
0.62%
+0.5%
Q1 2019$36,077,000
+7.8%
625,041
-2.5%
0.62%
-5.5%
Q4 2018$33,482,000
-7.9%
640,806
-3.1%
0.66%
+0.2%
Q3 2018$36,359,000
-2.1%
661,442
-1.5%
0.66%
-6.0%
Q2 2018$37,127,000
+1.4%
671,613
+1.9%
0.70%
-2.1%
Q1 2018$36,613,000
-23.3%
658,979
-23.6%
0.71%
-25.7%
Q4 2017$47,711,000
+3.8%
862,144
+8.7%
0.96%
-4.5%
Q3 2017$45,972,000
+20.1%
793,163
+12.2%
1.00%
+13.2%
Q2 2017$38,272,000
+28.6%
707,172
+17.2%
0.89%
+18.1%
Q1 2017$29,762,000
+41.1%
603,208
+16.4%
0.75%
+8.7%
Q4 2016$21,099,000
+1.2%
518,410
+17.8%
0.69%
+14.4%
Q3 2016$20,859,000
+8.3%
440,053
+9.8%
0.60%
-0.8%
Q2 2016$19,252,000
+12.7%
400,841
+6.0%
0.61%
+3.4%
Q1 2016$17,080,000
+12.6%
378,045
+7.5%
0.59%
-2.0%
Q4 2015$15,164,000
+18.6%
351,676
+12.1%
0.60%
+10.3%
Q3 2015$12,791,000
+5.4%
313,668
+11.0%
0.54%
+5.2%
Q2 2015$12,138,000
+21.9%
282,538
+18.4%
0.52%
+19.1%
Q1 2015$9,957,000
-46.7%
238,714
-48.3%
0.43%
-50.5%
Q4 2014$18,678,000
+12.0%
461,407
+15.9%
0.88%
+2.1%
Q3 2014$16,681,000
-1.4%
398,112
+6.6%
0.86%
-12.6%
Q2 2014$16,925,000
+13.8%
373,529
+7.5%
0.98%
-3.2%
Q1 2014$14,870,000
+94.9%
347,590
+87.7%
1.02%
+76.8%
Q4 2013$7,631,000
+24.3%
185,215
+14.5%
0.57%
+7.1%
Q3 2013$6,140,000161,7850.54%
Other shareholders
UNILEVER PLC shareholders Q1 2022
NameSharesValueWeighting ↓
Gabalex Capital Management LLC 188,107$11,354,0006.15%
Gardner Russo & Gardner 11,155,624$673,353,0006.11%
Dash Acquisitions Inc. 114,770$6,928,0004.84%
America First Investment Advisors, LLC 248,650$15,009,0004.54%
Sather Financial Group Inc 516,574$31,180,0004.03%
ZEVIN ASSET MANAGEMENT LLC 281,127$16,969,0003.98%
SCHARF INVESTMENTS, LLC 1,708,001$103,095,0003.88%
Lowell Blake & Associates Inc. 76,978$4,646,0003.44%
Coho Partners, Ltd. 2,864,556$172,905,0003.00%
Oxbow Advisors, LLC 386,168$23,309,0002.98%
View complete list of UNILEVER PLC shareholders