Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

UNILEVER PLC · SPON ADR NEW · quarter ended 2026-03-31 · 20 members disclosed UL ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 819 holders are listed, largest first: 819
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $10.0B
holders whose share count rose or who opened the position (new + add), by shares: 432
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 109

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of UL ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	WELLINGTON MANAGEMENT GROUP LLP	$2.3B	39,930,443	+8,378,511	ADD
2	GQG Partners LLC	$536M	9,401,286	+382,436	ADD
3	MORGAN STANLEY	$533M	9,359,595	+603,633	ADD
4	BANK OF AMERICA CORP /DE/	$380M	6,661,426	+937,346	ADD
5	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$349M	6,122,449	0	NO CHANGE
6	Clearbridge Investments, LLC	$321M	5,636,063	+112,207	ADD
7	FMR LLC	$317M	5,563,094	+979,721	ADD
8	ENVESTNET ASSET MANAGEMENT INC	$257M	4,519,601	+1,647,672	ADD
9	WELLS FARGO & COMPANY/MN	$254M	4,458,780	−197,800	TRIM
10	DIMENSIONAL FUND ADVISORS LP	$250M	4,384,941	+2,089	ADD
11	RAYMOND JAMES FINANCIAL INC	$238M	4,171,926	+555,323	ADD
12	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$208M	3,659,488	+3,659,488	NEW
13	ROYAL BANK OF CANADA	$194M	3,403,807	+406,610	ADD
14	LAZARD ASSET MANAGEMENT LLC	$159M	2,794,600	+2,433,625	ADD
15	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$149M	2,617,390	−106,230	TRIM
16	Hamlin Capital Management, LLC	$139M	2,440,645	+116,372	ADD
17	AMERICAN CENTURY COMPANIES INC	$139M	2,439,946	−34,914	TRIM
18	BlackRock, Inc.	$132M	2,321,399	+13,056	ADD
19	NORTHERN TRUST CORP	$119M	2,095,206	−300	TRIM
20	EQUITY INVESTMENT CORP	$111M	1,950,151	+106,917	ADD
21	FEDERATED HERMES, INC.	$105M	1,840,334	+423,226	ADD
22	LPL Financial LLC	$93.0M	1,632,782	+295,856	ADD
23	Allspring Global Investments Holdings, LLC	$79.2M	1,412,236	−166,507	TRIM
24	Connor, Clark & Lunn Investment Management Ltd.	$78.3M	1,373,912	+1,125,404	ADD
25	RENAISSANCE TECHNOLOGIES LLC	$67.1M	1,177,936	+1,177,936	NEW
26	Qube Research & Technologies Ltd	$61.1M	1,072,089	+1,072,089	NEW
27	BROWN ADVISORY INC	$55.8M	979,488	+1,410	ADD
28	UBS Group AG	$52.5M	921,720	−69,076	TRIM
29	TRUIST FINANCIAL CORP	$51.3M	900,153	+14,529	ADD
30	Aristotle Capital Management, LLC	$46.7M	819,436	+819,436	NEW
31	STIFEL FINANCIAL CORP	$45.9M	806,055	+113,135	ADD
32	First Eagle Investment Management, LLC	$45.9M	805,940	+128,556	ADD
33	JENNISON ASSOCIATES LLC	$43.3M	760,163	−758,806	TRIM
34	FIRST TRUST ADVISORS LP	$41.5M	728,489	+8,116	ADD
35	1832 Asset Management L.P.	$41.2M	722,824	+29,264	ADD
36	Advisors Capital Management, LLC	$37.1M	651,915	+37,425	ADD
37	Cerity Partners LLC	$36.8M	646,629	+20,906	ADD
38	CAPITAL ADVISORS INC/OK	$36.2M	635,401	+21,845	ADD
39	OPPENHEIMER ASSET MANAGEMENT INC.	$35.4M	622,231	+67,123	ADD
40	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$35.2M	617,579	+617,579	NEW
41	Chevy Chase Trust Holdings, LLC	$33.5M	588,719	+33,016	ADD
42	Federation des caisses Desjardins du Quebec	$32.9M	577,035	−191,180	TRIM
43	St. James Investment Company, LLC	$32.3M	567,404	+1,541	ADD
44	Grantham, Mayo, Van Otterloo & Co. LLC	$30.6M	537,041	+67,677	ADD
45	M&T BANK CORP	$29.1M	511,213	−34,600	TRIM
46	Point72 Asset Management, L.P.	$27.8M	488,846	+488,846	NEW
47	TRILLIUM ASSET MANAGEMENT, LLC	$27.4M	467,584	−16,895	TRIM
48	MILLENNIUM MANAGEMENT LLC	$27.3M	480,019	+474,654	ADD
49	TOCQUEVILLE ASSET MANAGEMENT L.P.	$26.8M	469,819	−7,581	TRIM
50	BANK OF MONTREAL /CAN/	$25.2M	442,342	+56,325	ADD
51	NATIONAL BANK OF CANADA /FI/	$25.2M	441,992	+7,844	ADD
52	Corient Private Wealth LLC	$25.1M	439,869	−257,723	TRIM
53	HighTower Advisors, LLC	$24.8M	435,630	+24,431	ADD
54	SEI INVESTMENTS CO	$24.7M	432,737	+9,367	ADD
55	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$24.3M	426,531	+426,531	NEW
56	Creative Planning	$23.1M	405,108	−10,313	TRIM
57	ASSETMARK, INC	$22.7M	399,144	+60,827	ADD
58	Quantinno Capital Management LP	$20.5M	360,274	+42,152	ADD
59	JANE STREET GROUP, LLC	$20.2M	355,119	+355,119	NEW
60	Cetera Investment Advisers	$19.9M	349,916	+27,295	ADD
61	Compagnie Lombard Odier SCmA	$19.7M	346,666	−1,777	TRIM
62	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$19.5M	341,633	+310,781	ADD
63	GRANDFIELD & DODD, LLC	$19.4M	340,169	−2,908	TRIM
64	Mariner, LLC	$18.2M	319,661	−27,365	TRIM
65	CLARK ESTATES INC/NY	$17.4M	305,000	+145,000	ADD
66	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$17.3M	303,034	+42,577	ADD
67	COMMONWEALTH EQUITY SERVICES, LLC	$17.1M	300,677	−2,862	TRIM
68	CITADEL ADVISORS LLC	$16.9M	296,076	+296,076	NEW
69	MML INVESTORS SERVICES, LLC	$16.6M	291,190	−29,619	TRIM
70	Capital International Investors	$15.8M	263,396	+50,642	ADD
71	XTX Topco Ltd	$15.2M	266,729	+250,431	ADD
72	AQR CAPITAL MANAGEMENT LLC	$14.5M	255,168	+76,235	ADD
73	Holocene Advisors, LP	$14.2M	250,000	+200,000	ADD
74	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$13.5M	237,564	+21,304	ADD
75	CIBC WORLD MARKET INC.	$13.4M	235,855	+9,496	ADD
76	Crossmark Global Holdings, Inc.	$12.8M	223,889	—	NO PRIOR
77	Y-Intercept (Hong Kong) Ltd	$12.5M	218,910	+205,604	ADD
78	Vident Advisory, LLC	$12.2M	214,063	+48,112	ADD
79	TD Waterhouse Canada Inc.	$12.1M	215,938	+163,314	ADD
80	ProVise Management Group, LLC	$11.7M	205,906	+9,538	ADD
81	M. Kulyk & Associates, LLC	$11.1M	193,973	+12,500	ADD
82	SCS Capital Management LLC	$11.0M	191,828	−5,580	TRIM
83	Focus Partners Wealth	$10.9M	191,789	+12,951	ADD
84	PEAK6 LLC	$10.9M	190,715	+190,715	NEW
85	&PARTNERS	$10.6M	185,894	+23,308	ADD
86	MACKENZIE FINANCIAL CORP	$10.5M	184,405	+184,405	NEW
87	Eldred Rock Partners, LLC	$10.4M	183,151	+45,746	ADD
88	Wallace Capital Management Inc.	$10.3M	181,557	−9,635	TRIM
89	OSAIC HOLDINGS, INC.	$10.3M	180,136	+596	ADD
90	SCOTIA CAPITAL INC.	$10.2M	178,526	−27,471	TRIM
91	Modera Wealth Management, LLC	$10.1M	176,542	−8,786	TRIM
92	GFS Advisors, LLC	$10.0M	149,696	+30,000	ADD
93	Orion Porfolio Solutions, LLC	$9.8M	171,588	−5,073	TRIM
94	Sanctuary Advisors, LLC	$9.7M	170,240	+54,206	ADD
95	TWO SIGMA INVESTMENTS, LP	$9.6M	167,839	+106,869	ADD
96	FRANKLIN RESOURCES INC	$9.3M	163,981	−193,865	TRIM
97	NewEdge Advisors, LLC	$8.9M	156,124	+156,124	NEW
98	D. E. Shaw & Co., Inc.	$8.8M	153,595	+153,595	NEW
99	Keystone Financial Planning, Inc.	$8.7M	152,882	+152,882	NEW
100	LEVIN CAPITAL STRATEGIES, L.P.	$8.6M	151,111	+940	ADD
101	American Assets Investment Management, LLC	$8.6M	151,111	0	NO CHANGE
102	QRG CAPITAL MANAGEMENT, INC.	$8.3M	146,540	+15,509	ADD
103	Cresset Asset Management, LLC	$8.3M	144,983	+4,909	ADD
104	Allworth Financial LP	$8.3M	145,419	+2,955	ADD
105	GUARDIAN CAPITAL LP	$8.3M	145,046	+4,404	ADD
106	Pathstone Holdings, LLC	$7.9M	139,198	+5,534	ADD
107	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$7.8M	240,395	+50,603	ADD
108	Northside Capital Management, LLC	$7.8M	136,502	−8,446	TRIM
109	US BANCORP \DE\	$7.8M	136,307	−986	TRIM
110	ROCKLAND TRUST CO	$7.7M	134,824	+134,824	NEW
111	LOWE BROCKENBROUGH & CO INC	$7.5M	132,154	+2,039	ADD
112	MERCER GLOBAL ADVISORS INC /ADV	$7.4M	130,749	+22,930	ADD
113	CITIGROUP INC	$7.2M	126,625	−1,815	TRIM
114	Windle Wealth, LLC	$7.2M	125,915	+4,653	ADD
115	Destination Wealth Management	$7.1M	125,462	+3,090	ADD
116	Waverly Advisors, LLC	$7.0M	122,544	+75	ADD
117	Moran Wealth Management, LLC	$6.8M	118,560	+23,784	ADD
118	Kestra Advisory Services, LLC	$6.5M	114,004	+3,705	ADD
119	Hilton Capital Management, LLC	$6.4M	112,238	+2,614	ADD
120	ADVOCATE GROUP LLC	$6.2M	108,002	+1,826	ADD
121	TODD ASSET MANAGEMENT LLC	$6.1M	107,625	−547	TRIM
122	Empowered Funds, LLC	$6.1M	106,770	+106,770	NEW
123	FIDUCIARY TRUST CO	$6.0M	105,396	+1,411	ADD
124	NEW ENGLAND ASSET MANAGEMENT INC	$5.9M	102,783	−2	TRIM
125	ALERUS FINANCIAL NA	$5.8M	102,522	+102,522	NEW
126	DAVENPORT & Co LLC	$5.8M	102,245	+23,845	ADD
127	Beacon Pointe Advisors, LLC	$5.8M	101,465	+25,625	ADD
128	CWM, LLC	$5.8M	101,422	−1,653	TRIM
129	Atria Investments, Inc	$5.7M	99,386	+19,462	ADD
130	NewSquare Capital LLC	$5.6M	99,155	−989	TRIM
131	Stablepoint Partners, LLC	$5.5M	97,229	+4,551	ADD
132	Bleakley Financial Group, LLC	$5.5M	97,216	+8,250	ADD
133	WCG Wealth Advisors LLC	$5.5M	96,368	+2,898	ADD
134	NorthCrest Asset Manangement, LLC	$5.5M	98,890	−36,239	TRIM
135	NORTHSTAR ASSET MANAGEMENT INC	$5.4M	95,426	−80,036	TRIM
136	HENNESSY ADVISORS INC	$5.3M	92,744	+11,300	ADD
137	Rockefeller Capital Management L.P.	$5.2M	91,771	+13,303	ADD
138	Hamilton Point Investment Advisors, LLC	$5.2M	90,755	−632	TRIM
139	Sanders Capital, LLC	$5.2M	91,535	−6,800	TRIM
140	SHUFRO ROSE & CO LLC	$5.2M	91,523	+163	ADD
141	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$5.2M	90,571	+20,260	ADD
142	Steward Partners Investment Advisory, LLC	$5.2M	90,453	+7,463	ADD
143	Evelyn Partners Asset Management Ltd	$5.1M	90,070	+1,225	ADD
144	PINKERTON WEALTH, LLC	$5.1M	78,176	−976	TRIM
145	GUYASUTA INVESTMENT ADVISORS INC	$5.1M	88,836	−1,507	TRIM
146	World Investment Advisors	$5.0M	87,463	+5,764	ADD
147	Tevis Investment Management	$4.9M	85,405	−12,671	TRIM
148	XML Financial, LLC	$4.8M	83,670	−5,874	TRIM
149	KAVAR CAPITAL PARTNERS GROUP, LLC	$4.7M	83,013	−2,837	TRIM
150	BENJAMIN EDWARDS INC	$4.7M	82,782	+24,990	ADD
151	Atlantic Union Bankshares Corp	$4.6M	81,108	+15,820	ADD
152	Aquatic Capital Management LLC	$4.6M	80,307	+80,307	NEW
153	SHERMAN PORFOLIOS, LLC	$4.5M	79,609	+8,133	ADD
154	AZZAD ASSET MANAGEMENT INC /ADV	$4.5M	78,662	+30,331	ADD
155	Snowden Capital Advisors LLC	$4.4M	75,798	−58,412	TRIM
156	Gradient Investments LLC	$4.4M	76,404	+76,404	NEW
157	Patriot Financial Group Insurance Agency, LLC	$4.2M	74,266	+39,393	ADD
158	ROYCE & ASSOCIATES LP	$4.2M	74,000	+15,334	ADD
159	Vanguard Personalized Indexing Management, LLC	$4.1M	72,659	−10,618	TRIM
160	EVERGREEN CAPITAL MANAGEMENT LLC	$4.1M	71,005	−11,187	TRIM
161	BECKER CAPITAL MANAGEMENT INC	$4.0M	68,778	+134	ADD
162	Gilman Hill Asset Management, LLC	$3.9M	69,055	+3,114	ADD
163	Third View Private Wealth, LLC	$3.9M	68,750	+3,724	ADD
164	EASTERN BANK	$3.9M	67,719	+67,719	NEW
165	HEADINVEST, LLC	$3.8M	66,067	−2,369	TRIM
166	Timber Creek Capital Management LLC	$3.8M	65,961	+1,300	ADD
167	Capital Investment Counsel, LLC	$3.8M	65,903	+1,015	ADD
168	EXENCIAL WEALTH ADVISORS, LLC	$3.7M	65,336	+3,898	ADD
169	Slocum, Gordon & Co LLP	$3.7M	64,942	−548	TRIM
170	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.7M	64,199	+34,561	ADD
171	Aperture Investors, LLC	$3.5M	61,691	+36,641	ADD
172	Concurrent Investment Advisors, LLC	$3.5M	61,024	−26,820	TRIM
173	HEARTLAND ADVISORS INC	$3.5M	60,941	+1,150	ADD
174	QUADRANT CAPITAL GROUP LLC	$3.5M	60,726	−207	TRIM
175	NewEdge Wealth, LLC	$3.4M	60,384	+1,289	ADD
176	BTC Capital Management, Inc.	$3.4M	60,284	+11,966	ADD
177	Private Advisor Group, LLC	$3.3M	58,083	−678	TRIM
178	Acumen Wealth Advisors, LLC	$3.3M	56,863	−5,856	TRIM
179	Dynamic Advisor Solutions LLC	$3.3M	57,482	−20	TRIM
180	MGO ONE SEVEN LLC	$3.3M	57,170	+709	ADD
181	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$3.2M	56,703	−57,183	TRIM
182	Mutual Advisors, LLC	$3.2M	56,203	+3,456	ADD
183	FOUNDERS FINANCIAL SECURITIES LLC	$3.2M	54,760	+219	ADD
184	CHOREO, LLC	$3.1M	53,884	+7,178	ADD
185	CIBC Bancorp USA Inc.	$3.1M	54,155	—	NO PRIOR
186	STEPHENS INC /AR/	$3.1M	53,861	+1,248	ADD
187	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$3.0M	53,307	−2,477	TRIM
188	apricus wealth, LLC	$3.0M	52,201	−97	TRIM
189	Callan Family Office, LLC	$2.9M	50,480	−3,618	TRIM
190	JPL Wealth Management, LLC	$2.8M	49,911	−447	TRIM
191	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	$2.8M	49,772	+1,217	ADD
192	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.8M	49,662	+2,550	ADD
193	ANCHOR CAPITAL ADVISORS LLC	$2.8M	49,559	+1,060	ADD
194	HB Wealth Management, LLC	$2.8M	49,317	−3,135	TRIM
195	Laird Norton Wetherby Trust Company, LLC	$2.8M	48,499	−9,681	TRIM
196	Beacon Bank & Trust	$2.7M	48,240	−4,608	TRIM
197	Verdence Capital Advisors LLC	$2.7M	48,093	+4,205	ADD
198	Strategic Advisors LLC	$2.7M	47,594	−16	TRIM
199	COURIER CAPITAL LLC	$2.7M	46,913	−1,112	TRIM
200	PRINCIPAL SECURITIES, INC.	$2.7M	46,551	+5,369	ADD
201	Naviter Wealth, LLC	$2.6M	45,908	+2,205	ADD
202	NAPLES GLOBAL ADVISORS, LLC	$2.6M	45,057	−54	TRIM
203	CIBC Asset Management Inc	$2.6M	45,439	+20,468	ADD
204	Guardian Partners Inc.	$2.5M	44,618	−1,150	TRIM
205	Sequoia Financial Advisors, LLC	$2.5M	44,177	+7,993	ADD
206	Redmond Asset Management, LLC	$2.5M	43,238	−1,773	TRIM
207	Pathway Financial Advisers, LLC	$2.5M	43,090	+43,090	NEW
208	D.A. DAVIDSON & CO.	$2.4M	42,687	+3,611	ADD
209	IEQ CAPITAL, LLC	$2.4M	42,463	−8,348	TRIM
210	Wilmington Savings Fund Society, FSB	$2.4M	42,396	−11,714	TRIM
211	TrueMark Investments, LLC	$2.4M	42,108	+14,615	ADD
212	OPAL CAPITAL LLC	$2.4M	42,108	+42,108	NEW
213	Merit Financial Group, LLC	$2.4M	41,798	−83	TRIM
214	Portside Wealth Group, LLC	$2.4M	41,737	−650	TRIM
215	SIGNATUREFD, LLC	$2.4M	41,562	−543	TRIM
216	Caprock Group, LLC	$2.3M	40,764	+723	ADD
217	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$2.3M	40,983	+2,266	ADD
218	Haverford Trust Co	$2.3M	40,838	−1,575	TRIM
219	ELEVATION POINT WEALTH PARTNERS, LLC	$2.3M	40,705	+27,966	ADD
220	Envestnet Portfolio Solutions, Inc.	$2.3M	40,791	−14,318	TRIM
221	Pavion Blue Capital, LLC	$2.3M	39,654	−51	TRIM
222	DIVERSIFY WEALTH MANAGEMENT, LLC	$2.2M	39,116	+17,093	ADD
223	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$2.2M	38,836	+4,278	ADD
224	Columbus Macro, LLC	$2.2M	38,566	+878	ADD
225	Vise Technologies, Inc.	$2.2M	33,196	0	NO CHANGE
226	MAI Capital Management	$2.2M	38,041	+1,614	ADD
227	REGATTA CAPITAL GROUP, LLC	$2.2M	37,952	+1,961	ADD
228	Pinnacle Financial Partners, Inc.	$2.2M	37,757	+5,759	ADD
229	DIVERSIFIED MANAGEMENT INC	$2.1M	37,479	+31,043	ADD
230	PINNACLE ASSOCIATES LTD	$2.1M	37,235	+4,451	ADD
231	Moors & Cabot, Inc.	$2.1M	37,121	−5,272	TRIM
232	Summit Trail Advisors, LLC	$2.1M	36,980	+26,871	ADD
233	KANAWHA CAPITAL MANAGEMENT LLC	$2.1M	36,414	−3,077	TRIM
234	Baird Financial Group, Inc.	$2.1M	36,238	+36,238	NEW
235	HF Advisory Group, LLC	$2.0M	35,800	+4,565	ADD
236	Arvest Bank Trust Division	$2.0M	35,793	+413	ADD
237	Catalyst Capital Advisors LLC	$2.0M	35,567	0	NO CHANGE
238	SkyOak Wealth, LLC	$2.0M	35,022	−801	TRIM
239	DEUTSCHE BANK AG\	$2.0M	34,381	−10,619	TRIM
240	44 WEALTH MANAGEMENT LLC	$2.0M	34,282	−620	TRIM
241	FULTON BANK, N.A.	$2.0M	34,241	+10,435	ADD
242	NORDEN GROUP LLC	$1.9M	34,014	−2,133	TRIM
243	Lido Advisors, LLC	$1.9M	33,556	+11,766	ADD
244	Dakota Wealth Management	$1.9M	33,417	−1,655	TRIM
245	Aviso Financial Inc.	$1.9M	32,849	+1,795	ADD
246	RITHOLTZ WEALTH MANAGEMENT	$1.9M	32,713	−12,917	TRIM
247	OPPENHEIMER & CO INC	$1.9M	32,660	−2,840	TRIM
248	STATE STREET CORP	$1.8M	32,014	0	NO CHANGE
249	Auxano Advisors, LLC	$1.8M	31,762	+2,919	ADD
250	Three Bridge Wealth Advisors, LLC	$1.8M	30,837	−2,170	TRIM
251	REGIONS FINANCIAL CORP	$1.7M	30,607	+30,607	NEW
252	Lineweaver Wealth Advisors, LLC	$1.7M	30,544	+2,377	ADD
253	PARSONS CAPITAL MANAGEMENT INC/RI	$1.7M	29,744	+23,278	ADD
254	GREAT VALLEY ADVISOR GROUP, INC.	$1.7M	29,699	+2,406	ADD
255	Optimist Retirement Group LLC	$1.7M	29,325	−3,780	TRIM
256	Westhampton Capital, LLC	$1.7M	29,136	−88	TRIM
257	Altman Advisors, Inc.	$1.7M	29,095	−13	TRIM
258	EARNEST PARTNERS LLC	$1.6M	28,800	+3,077	ADD
259	WEALTH ALLIANCE, LLC	$1.6M	28,584	+7,097	ADD
260	Gibbs Wealth Management	$1.6M	28,262	+9,498	ADD
261	Quadcap Wealth Management, LLC	$1.6M	28,055	+159	ADD
262	Voya Financial Advisors, Inc.	$1.6M	26,770	+76	ADD
263	Drexel Morgan & Co.	$1.6M	27,881	0	NO CHANGE
264	Townsend & Associates, Inc	$1.6M	27,488	+479	ADD
265	ICW Investment Advisors LLC	$1.6M	27,625	+924	ADD
266	IMC-Chicago, LLC	$1.6M	27,378	+27,378	NEW
267	INTRUST BANK NA	$1.5M	27,048	+1,918	ADD
268	Compound Planning, Inc.	$1.5M	26,976	−5,537	TRIM
269	RBF Capital, LLC	$1.5M	26,666	−26,666	TRIM
270	Raleigh Capital Management Inc.	$1.5M	26,199	+10,781	ADD
271	Dynamic Technology Lab Private Ltd	$1.5M	26,051	+26,051	NEW
272	Aptus Capital Advisors, LLC	$1.5M	26,047	−1,169	TRIM
273	SPIREPOINT PRIVATE CLIENT, LLC	$1.4M	25,191	−405	TRIM
274	Apollon Wealth Management, LLC	$1.4M	24,979	+1,177	ADD
275	Pullen Investment Management, LLC	$1.4M	24,899	−139	TRIM
276	ARVEST INVESTMENTS, INC.	$1.4M	24,715	−525	TRIM
277	Americana Partners, LLC	$1.4M	24,606	−1,152	TRIM
278	Vestmark Advisory Solutions, Inc.	$1.4M	24,393	−9,612	TRIM
279	Aaron Wealth Advisors LLC	$1.4M	24,385	+4,448	ADD
280	KCM INVESTMENT ADVISORS LLC	$1.4M	24,344	0	NO CHANGE
281	Pacifica Partners Inc.	$1.4M	24,257	+23,981	ADD
282	Abundance Wealth Counselors	$1.4M	23,920	−552	TRIM
283	COMMERCE BANK	$1.4M	23,897	+3,662	ADD
284	Capstone Financial Advisors, Inc.	$1.3M	23,640	0	NO CHANGE
285	PCM Encore, LLC	$1.3M	22,153	+609	ADD
286	Marks Group Wealth Management, Inc	$1.3M	22,135	−1,742	TRIM
287	Value Partners Investments Inc.	$1.3M	21,960	+2,043	ADD
288	LOM Asset Management Ltd	$1.2M	21,686	+674	ADD
289	Avidian Wealth Enterprises, LLC	$1.2M	21,586	+5,245	ADD
290	Hurley Capital, LLC	$1.2M	21,274	+21,274	NEW
291	Smartleaf Asset Management LLC	$1.2M	19,734	+3,455	ADD
292	JOHNSON INVESTMENT COUNSEL INC	$1.2M	20,555	−3,411	TRIM
293	Advisors Asset Management, Inc.	$1.1M	20,099	−2,477	TRIM
294	DV Trading LLC	$1.1M	19,916	+15,954	ADD
295	Parrish Capital LLC	$1.1M	19,903	—	NO PRIOR
296	First Affirmative Financial Network	$1.1M	19,862	—	NO PRIOR
297	Aviance Capital Partners, LLC	$1.1M	19,684	−1,332	TRIM
298	Narwhal Capital Management	$1.1M	19,650	−9	TRIM
299	TECTONIC ADVISORS LLC	$1.1M	19,609	+66	ADD
300	AUA CAPITAL MANAGEMENT, LLC	$1.1M	19,539	0	NO CHANGE
301	CRUX WEALTH ADVISORS	$1.1M	19,424	+332	ADD
302	Vontobel Holding Ltd.	$1.1M	19,216	+19,216	NEW
303	Kimelman & Baird, LLC	$1.1M	18,796	0	NO CHANGE
304	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$1.1M	18,619	+7,511	ADD
305	Ballentine Partners, LLC	$1.1M	18,596	−171	TRIM
306	CAPITAL FINANCIAL GROUP INC\CO\ /ADV	$1.0M	18,369	+298	ADD
307	Permanent Capital Management, LP	$1.0M	17,647	+26	ADD
308	OneDigital Investment Advisors LLC	$1.0M	18,215	+490	ADD
309	Radnor Capital Management, LLC	$1.0M	17,905	−88	TRIM
310	Berkeley Capital Partners, LLC	$1.0M	17,864	+3,338	ADD
311	Sivia Capital Partners, LLC	$1.0M	17,852	+1,823	ADD
312	GeoWealth Management, LLC	$1.0M	17,844	−142	TRIM
313	Hennion & Walsh Asset Management, Inc.	$1.0M	17,755	+3,193	ADD
314	Great Lakes Retirement, Inc.	$1.0M	17,485	+1,657	ADD
315	Savant Capital, LLC	$1.0M	17,604	−4,713	TRIM
316	Roehl & Yi Investment Advisors, LLC	$1.0M	17,557	+181	ADD
317	Inlet Private Wealth, LLC	$997K	17,507	0	NO CHANGE
318	MITCHELL & PAHL PRIVATE WEALTH, LLC	$996K	17,485	+392	ADD
319	Columbia Asset Management	$994K	17,449	+516	ADD
320	Dorsey & Whitney Trust CO LLC	$992K	17,414	+17,414	NEW
321	BAKER TILLY WEALTH MANAGEMENT, LLC	$992K	17,412	+318	ADD
322	Rodgers Brothers Inc.	$990K	17,385	−352	TRIM
323	Choate Investment Advisors	$977K	17,154	−110	TRIM
324	Smart Money Group LLC	$973K	17,074	+1,877	ADD
325	CMH Wealth Management LLC	$971K	16,888	+16,888	NEW
326	BANK OF NOVA SCOTIA TRUST CO	$957K	16,792	+1,164	ADD
327	HM PAYSON & CO	$951K	16,695	+369	ADD
328	Strategic Global Advisors, LLC	$941K	16,514	+3,340	ADD
329	Legacy Capital Wealth Partners, LLC	$939K	16,486	+155	ADD
330	KESTRA PRIVATE WEALTH SERVICES, LLC	$932K	16,354	−11,994	TRIM
331	Tidal Investments LLC	$922K	16,176	+3,914	ADD
332	Northstar Group, Inc.	$917K	16,099	0	NO CHANGE
333	Meriwether Wealth & Planning, LLC	$911K	15,984	+100	ADD
334	Keystone Financial Services	$909K	15,948	+1,324	ADD
335	Qtron Investments LLC	$896K	15,734	−10	TRIM
336	Oxbow Advisors, LLC	$895K	15,716	−101,185	TRIM
337	Checchi Capital Advisers, LLC	$894K	15,700	+53	ADD
338	Ausdal Financial Partners, Inc.	$892K	15,661	+3,772	ADD
339	AE Wealth Management LLC	$876K	15,384	+3,771	ADD
340	Joel Isaacson & Co., LLC	$868K	15,244	0	NO CHANGE
341	Waldron Private Wealth LLC	$863K	15,147	−630	TRIM
342	SevenBridge Financial Group, LLC	$860K	14,980	−650	TRIM
343	ALLEN WEALTH MANAGEMENT, LLC	$858K	15,055	−479	TRIM
344	EP Wealth Advisors, LLC	$857K	15,043	+172	ADD
345	Limestone Investment Advisors LP	$855K	15,000	+15,000	NEW
346	Invesco Ltd.	$852K	14,947	+544	ADD
347	GUGGENHEIM CAPITAL LLC	$849K	14,907	+173	ADD
348	TWIN CITY PRIVATE WEALTH, LLC	$847K	14,725	+127	ADD
349	Future Fund LLC	$844K	14,809	+96	ADD
350	Squarepoint Ops LLC	$833K	14,620	−20,156	TRIM
351	LANE BROTHERS & CO INC	$832K	14,611	−5	TRIM
352	Wynn Capital, LLC	$829K	14,557	−297	TRIM
353	Ashton Thomas Private Wealth, LLC	$821K	14,413	−5,617	TRIM
354	Essex Financial Services, Inc.	$810K	14,217	−47	TRIM
355	Salvus Wealth Management, LLC	$810K	14,215	−882	TRIM
356	FOURPATH CAPITAL MANAGEMENT, LLC	$809K	14,200	+4,432	ADD
357	Burkett Asset Management Ltd	$804K	14,121	−7,349	TRIM
358	Everstar Asset Management, LLC	$803K	14,090	+8,757	ADD
359	Hartford Funds Management Co LLC	$793K	13,923	+728	ADD
360	COLDSTREAM CAPITAL MANAGEMENT INC	$780K	13,686	−5,097	TRIM
361	LCM Capital Management Inc	$779K	13,672	+146	ADD
362	LEVEL FOUR ADVISORY SERVICES, LLC	$778K	13,653	+1,218	ADD
363	Leisure Capital Management	$770K	13,522	−585	TRIM
364	Manchester Capital Management LLC	$765K	13,429	−56	TRIM
365	BAILARD, INC.	$764K	13,414	+1,549	ADD
366	TRED AVON FAMILY WEALTH, LLC	$763K	13,388	−196	TRIM
367	WELCH & FORBES LLC	$756K	13,274	−138	TRIM
368	RWA WEALTH PARTNERS, LLC	$755K	13,254	+23	ADD
369	Ascentis Independent Advisors	$754K	13,238	+1,368	ADD
370	Blue Trust, Inc.	$746K	13,094	+723	ADD
371	EPG Wealth Management LLC	$734K	12,878	+12,878	NEW
372	ALLIANCEBERNSTEIN L.P.	$729K	11,152	+4,264	ADD
373	POTENTIA WEALTH	$729K	12,798	+518	ADD
374	INSIGNEO ADVISORY SERVICES, LLC	$728K	12,772	+2,236	ADD
375	First Pacific Financial	$721K	12,663	−185	TRIM
376	HANCOCK WHITNEY CORP	$701K	12,103	+12,103	NEW
377	U.S. Capital Wealth Advisors, LLC	$695K	12,200	−299	TRIM
378	PROFUND ADVISORS LLC	$691K	12,126	+8,876	ADD
379	Sigma Planning Corp	$689K	12,089	−529	TRIM
380	Evelyn Partners Investment Management LLP	$688K	12,078	0	NO CHANGE
381	FOX RUN MANAGEMENT, L.L.C.	$687K	11,449	+11,449	NEW
382	Raab & Moskowitz Asset Management LLC	$686K	12,044	0	NO CHANGE
383	HARRELL INVESTMENT PARTNERS, LLC	$686K	12,044	+12,044	NEW
384	NWAM LLC	$680K	11,942	+11,942	NEW
385	Robertson Stephens Wealth Management, LLC	$672K	11,677	+6,084	ADD
386	EXCALIBUR MANAGEMENT CORP	$672K	11,789	0	NO CHANGE
387	Modern Wealth Management, LLC	$667K	11,901	+222	ADD
388	Larson Financial Group LLC	$653K	11,467	+339	ADD
389	Israel Discount Bank of New York	$652K	11,448	+11,448	NEW
390	River Wealth Advisors LLC	$652K	11,447	−989	TRIM
391	Riverwater Partners LLC	$651K	11,426	−29	TRIM
392	CEERA INVESTMENTS, LLC	$646K	11,336	−610	TRIM
393	SPWM Advisors LLC	$645K	11,142	+1,463	ADD
394	Abel Hall, LLC	$634K	11,127	+5,785	ADD
395	PFG Investments, LLC	$633K	11,114	−261	TRIM
396	Equitable Holdings, Inc.	$627K	10,174	+4,141	ADD
397	Autumn Glory Partners, LLC	$626K	10,990	−47,345	TRIM
398	Van Diest Capital, LLC	$624K	10,954	+7,521	ADD
399	Regal Investment Advisors LLC	$618K	10,841	+1,827	ADD
400	GROUP ONE TRADING LLC	$615K	10,788	+10,788	NEW
401	Diversified Trust Co	$613K	10,758	+43	ADD
402	Wealthspire Advisors, LLC	$612K	10,742	−1,278	TRIM
403	Sandy Cove Advisors, LLC	$611K	10,720	+337	ADD
404	ANCHYRA PARTNERS LLC	$605K	10,627	+734	ADD
405	FLC Capital Advisors	$601K	10,548	0	NO CHANGE
406	Avior Wealth Management, LLC	$600K	10,533	+4,347	ADD
407	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$599K	10,521	+994	ADD
408	NIA IMPACT ADVISORS, LLC	$593K	10,417	−11,330	TRIM
409	OneAscent Investment Solutions LLC	$590K	10,351	+10,351	NEW
410	Alliance Wealth Advisors, LLC /UT	$581K	10,204	−4,549	TRIM
411	WINTON GROUP Ltd	$581K	10,200	+10,200	NEW
412	Independent Advisor Alliance	$579K	10,168	−1,028	TRIM
413	Perigon Wealth Management, LLC	$575K	10,089	+50	ADD
414	SGL Investment Advisors, Inc.	$573K	10,007	−5	TRIM
415	Mezzasalma Advisors, LLC	$571K	10,029	+1,313	ADD
416	Kingsview Wealth Management, LLC	$569K	9,981	+2,236	ADD
417	SAGESPRING WEALTH PARTNERS, LLC	$566K	9,937	−743	TRIM
418	CONNING INC.	$548K	9,621	+878	ADD
419	UMB Bank, n.a.	$542K	9,522	+9,522	NEW
420	Focus Partners Advisor Solutions, LLC	$541K	9,501	−1,002	TRIM
421	FLPUTNAM INVESTMENT MANAGEMENT CO	$539K	9,467	+376	ADD
422	MISSION WEALTH MANAGEMENT, LP	$534K	9,373	−302	TRIM
423	Garrett Wealth Advisory Group, LLC	$534K	9,371	−1,076	TRIM
424	PAX Financial Group, LLC	$534K	9,368	+599	ADD
425	NorthRock Partners, LLC	$530K	9,296	+9,296	NEW
426	PDS Planning, Inc	$528K	9,267	−700	TRIM
427	FORTRESS PRIVATE LEDGER, LLC	$527K	9,258	+1,725	ADD
428	Headlands Technologies LLC	$522K	9,167	+9,167	NEW
429	Stratos Wealth Partners, LTD.	$520K	9,129	+1,296	ADD
430	Ascent Group, LLC	$519K	9,115	−40	TRIM
431	Phillips Wealth Planners LLC	$515K	9,005	−1,493	TRIM
432	South Shore Capital Advisors	$513K	9,061	+1,751	ADD
433	Legacy Capital Group California, Inc.	$513K	9,009	−7,411	TRIM
434	Dickmeyer Boyce Financial Management, Inc.	$505K	8,860	—	NO PRIOR
435	Tranquilli Financial Advisor LLC	$504K	8,839	−162	TRIM
436	Great Diamond Partners, LLC	$500K	8,775	−179	TRIM
437	Bond & Devick Financial Network, Inc.	$495K	8,697	0	NO CHANGE
438	Malaga Cove Capital, LLC	$493K	8,658	+32	ADD
439	Roundview Capital LLC	$485K	8,522	−1,030	TRIM
440	Keudell/Morrison Wealth Management	$483K	8,482	+1,772	ADD
441	Kathmere Capital Management, LLC	$480K	8,428	+761	ADD
442	Prosperity Consulting Group, LLC	$479K	8,401	−26,274	TRIM
443	West Family Investments, Inc.	$478K	8,395	−2,003	TRIM
444	Beverly Hills Private Wealth, LLC	$477K	8,379	−137	TRIM
445	Breakwater Capital Group	$477K	8,374	−488	TRIM
446	Precision Wealth Strategies, LLC	$466K	8,180	−3,374	TRIM
447	Gryphon Financial Partners LLC	$464K	8,152	+895	ADD
448	Gallacher Capital Management LLC	$464K	8,152	+1,226	ADD
449	DecisionMap Wealth Management, LLC	$464K	8,150	−70	TRIM
450	Clare Market Investments LLC	$464K	8,141	—	NO PRIOR
451	Pinion Investment Advisors, LLC	$462K	8,108	−1,635	TRIM
452	Revisor Wealth Management LLC	$459K	8,016	+377	ADD
453	Jacobi Capital Management LLC	$459K	8,050	−598	TRIM
454	Glenview Trust Co	$459K	8,050	−1,410	TRIM
455	SAGE RHINO CAPITAL LLC	$458K	8,031	−128	TRIM
456	1900 WEALTH MANAGEMENT LLC	$457K	8,019	−42	TRIM
457	Principle Wealth Partners LLC	$457K	8,015	−347	TRIM
458	Prospera Financial Services Inc	$456K	8,004	−7,317	TRIM
459	Ignite Planners, LLC	$449K	7,907	−223	TRIM
460	Rehmann Capital Advisory Group	$448K	7,859	+1,156	ADD
461	Chicago Capital, LLC	$448K	7,869	−542	TRIM
462	FIRST NATIONAL BANK OF OMAHA	$444K	7,410	+478	ADD
463	Dana Investment Advisors, Inc.	$442K	7,767	−1	TRIM
464	Transamerica Financial Advisors, LLC	$442K	7,733	+2,029	ADD
465	RS CRUM INC.	$442K	7,751	0	NO CHANGE
466	Aprio Wealth Management, LLC	$441K	7,741	−1,879	TRIM
467	Range Financial Group LLC	$438K	7,692	−65	TRIM
468	Pure Financial Advisors, LLC	$436K	7,657	+4,044	ADD
469	DRW Securities, LLC	$434K	7,625	+7,625	NEW
470	Powers Advisory Group, LLC	$433K	7,607	−242	TRIM
471	BIP Wealth, LLC	$431K	7,569	+7,569	NEW
472	Peregrine Asset Advisers, Inc.	$430K	7,550	−22	TRIM
473	HSBC HOLDINGS PLC	$427K	7,516	−2,788	TRIM
474	FIFTH THIRD BANCORP	$426K	7,484	−122	TRIM
475	Global View Capital Management LLC	$426K	7,481	−3,453	TRIM
476	Investment Research Partners LLC	$426K	7,479	−8	TRIM
477	NOVEM GROUP	$425K	7,457	−2,025	TRIM
478	Texas Capital Bank Wealth Management Services Inc	$425K	7,456	+3,625	ADD
479	Octavia Wealth Advisors, LLC	$419K	7,282	+276	ADD
480	GILPIN WEALTH MANAGEMENT, LLC	$412K	7,224	+131	ADD
481	Quotient Wealth Partners, LLC	$410K	7,203	−31	TRIM
482	Value Investment Professionals, LLC	$410K	7,196	0	NO CHANGE
483	Cerro Pacific Wealth Advisors LLC	$407K	7,145	−270	TRIM
484	Carnegie Investment Counsel	$406K	7,133	+1,495	ADD
485	HUNTINGTON NATIONAL BANK	$405K	7,111	+7,111	NEW
486	FIRST MANHATTAN CO. LLC.	$405K	7,042	−830	TRIM
487	Manske Wealth Management	$401K	7,043	+28	ADD
488	Empire Financial Management Company, LLC	$401K	7,040	−5,888	TRIM
489	Henshaw Capital LLC	$401K	7,031	—	NO PRIOR
490	DAYMARK WEALTH PARTNERS, LLC	$400K	7,027	−526	TRIM
491	Capital Investment Advisory Services, LLC	$399K	7,011	+274	ADD
492	KEYNOTE FINANCIAL SERVICES LLC	$398K	6,990	+177	ADD
493	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$396K	6,889	+6,889	NEW
494	Twelve Points Wealth Management LLC	$396K	6,946	−33	TRIM
495	AlphaCore Capital LLC	$393K	6,831	−12,136	TRIM
496	ADVISORTRUST PARTNERS, LLC	$393K	6,903	+567	ADD
497	ROMAN BUTLER FULLERTON & CO	$393K	6,741	0	NO CHANGE
498	WOODMONT INVESTMENT COUNSEL LLC	$390K	6,841	0	NO CHANGE
499	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$386K	6,775	−19	TRIM
500	BridgePort Financial Solutions, LLC	$385K	6,758	+205	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · UL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · UNILEVER PLC

No moves on either side in the window.

20 members of Congress disclosed UL — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).