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Unilever PLC

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Keating Investment Counselors Inc
DECREASED
Shares88,021 from 88,375
Change-354 (0%)
Value$5.3M (+$32.4K)
Filed 2026-10-14
Eley Financial Management, Inc
INCREASED
Shares19,105 from 18,804
Change+301 (+2%)
Value$1.2M (+$29.8K)
Filed 2026-11-03
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares10,130 from 10,130
Change0 (0%)
Value$615.2K (+$6.2K)
Filed 2026-10-05
Mengis Capital Management, Inc.
UNCHANGED
Shares9,231 from 9,231
Change0 (0%)
Value$560.6K (+$5.6K)
Filed 2026-10-13
Physicians Financial Services, Inc.
UNCHANGED
Shares8,444 from 8,444
Change0 (0%)
Value$513 (+$5)
Filed 2026-11-04
Byrne Asset Management LLC
DECREASED
Shares4,748 from 5,560
Change-812 (-15%)
Value$282.9K (-$51.4K)
Filed 2026-10-06
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares3,465 from 3,465
Change0 (0%)
Value$210.4K (+$2.1K)
Filed 2026-10-27
CX Institutional
INCREASED
Shares2,694 from 2,672
Change+22 (+1%)
Value$164 (+$3)
Filed 2026-10-02
Pacifica Partners Inc.
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$16.4K (-$798)
Filed 2026-10-09
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$2.6K (+$26)
Filed 2026-10-19
Boit C F David
CLOSED
Shares0 from 11,555
Change-11,555 (-100%)
Value$0 (-$694.7K)
Filed 2026-10-29
Wealth Group, Ltd.
CLOSED
Shares0 from 8,444
Change-8,444 (-100%)
Value$0 (-$508)
Filed 2026-10-30
King Luther Capital Management Corp
CLOSED
Shares0 from 5,896
Change-5,896 (-100%)
Value$0 (-$354.5K)
Filed 2026-11-05
Jacobs & Co
CLOSED
Shares0 from 5,333
Change-5,333 (-100%)
Value$0 (-$320)
Filed 2026-10-09
Augustine Asset Management Inc
CLOSED
Shares0 from 3,804
Change-3,804 (-100%)
Value$0 (-$228.7K)
Filed 2026-10-13
Fayez Sarofim & Co
N/A
Shares— from 11,766
Change-11,766 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 4,444
Change-4,444 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Keating Investment Counselors Inc
DECREASED88,02188,375-3540%$5.3M$5.3M+$32.4K2026-10-14
Eley Financial Management, Inc
INCREASED19,10518,804+301+2%$1.1M$1.2M+$29.8K2026-11-03
Ferguson Wellman Capital Management, Inc
UNCHANGED10,13010,13000%$609.0K$615.2K+$6.2K2026-10-05
Mengis Capital Management, Inc.
UNCHANGED9,2319,23100%$555.0K$560.6K+$5.6K2026-10-13
Physicians Financial Services, Inc.
UNCHANGED8,4448,44400%$508$513+$52026-11-04
Byrne Asset Management LLC
DECREASED4,7485,560-812-15%$334.3K$282.9K-$51.4K2026-10-06
Sterling Investment Advisors, Ltd.
UNCHANGED3,4653,46500%$208.3K$210.4K+$2.1K2026-10-27
CX Institutional
INCREASED2,6942,672+22+1%$161$164+$32026-10-02
Pacifica Partners Inc.
UNCHANGED27527500%$17.2K$16.4K-$7982026-10-09
Investment Research & Advisory Group, Inc.
UNCHANGED434300%$2.6K$2.6K+$262026-10-19
Boit C F David
CLOSED011,555-11,555-100%$694.7K$0-$694.7K2026-10-29
Wealth Group, Ltd.
CLOSED08,444-8,444-100%$508$0-$5082026-10-30
King Luther Capital Management Corp
CLOSED05,896-5,896-100%$354.5K$0-$354.5K2026-11-05
Jacobs & Co
CLOSED05,333-5,333-100%$320$0-$3202026-10-09
Augustine Asset Management Inc
CLOSED03,804-3,804-100%$228.7K$0-$228.7K2026-10-13
Fayez Sarofim & Co
N/A—11,766-11,766-100%$707.4K———
North Star Asset Management Inc
N/A—4,619-4,619-100%$277.7K———
Lummis Asset Management, LP
N/A—4,444-4,444-100%$290.1K———
Huntington National Bank
N/A—1-1-100%$55———
Showing 19 of 19 institutions