Who holds ULticker 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 ↗

819

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$10.0B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

432

addsholders whose share count rose or who opened the position (new + add), by shares

109

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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 ↗