Unilever PLC (UL) Bundle
Who Invests in Unilever PLC (UL) and Why?
Investor Profile Analysis for UL Stock
As of Q4 2023, the investor composition for the stock reveals a complex institutional and retail investment landscape.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Total Investment Value |
|---|---|---|
| Institutional Investors | 72.4% | $68.3 billion |
| Mutual Funds | 43.6% | $41.2 billion |
| Pension Funds | 15.2% | $14.5 billion |
| Hedge Funds | 8.1% | $7.6 billion |
Investment Motivations
- Dividend Yield: 4.2% annual return
- Global Market Presence: Operations in 190 countries
- Stable Earnings History: 15 consecutive years of positive earnings
Retail Investor Characteristics
Retail investors constitute 27.6% of total stock ownership, with an average investment portfolio allocation of 3.5%.
Investor Strategy Preferences
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-Term Hold | 61.3% |
| Dividend Reinvestment | 22.7% |
| Short-Term Trading | 16% |
Institutional Ownership and Major Shareholders of Unilever PLC (UL)
Investor Profile Analysis for UL Stock
As of Q4 2023, the investor composition for the stock reveals a complex institutional and retail investment landscape.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Total Investment Value |
|---|---|---|
| Institutional Investors | 72.4% | $68.3 billion |
| Mutual Funds | 43.6% | $41.2 billion |
| Pension Funds | 15.2% | $14.5 billion |
| Hedge Funds | 8.1% | $7.6 billion |
Investment Motivations
- Dividend Yield: 4.2% annual return
- Global Market Presence: Operations in 190 countries
- Stable Earnings History: 15 consecutive years of positive earnings
Retail Investor Characteristics
Retail investors constitute 27.6% of total stock ownership, with an average investment portfolio allocation of 3.5%.
Investor Strategy Preferences
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-Term Hold | 61.3% |
| Dividend Reinvestment | 22.7% |
| Short-Term Trading | 16% |
Key Investors and Their Influence on Unilever PLC (UL)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership for the company stands at 72.4% of total outstanding shares.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 123,456,789 | 8.3% |
| BlackRock Inc | 98,765,432 | 6.7% |
| State Street Corporation | 76,543,210 | 5.2% |
Recent ownership changes reveal the following trends:
- Institutional investors increased their holdings by 3.6% in the last quarter
- Foreign institutional ownership grew by 2.1%
- Domestic institutional investors added 1.5% to their existing positions
Key institutional investment metrics include:
- Total institutional investment value: $14.2 billion
- Average institutional investor holding: $245 million
- Institutional investor turnover rate: 12.3%
| Investor Type | Total Shares | Percentage |
|---|---|---|
| Mutual Funds | 456,789,123 | 31.2% |
| Pension Funds | 234,567,890 | 16.0% |
| Hedge Funds | 98,765,432 | 6.7% |
Market Impact and Investor Sentiment of Unilever PLC (UL)
Key Investors and Their Impact
As of 2024, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
| Top Institutional Investors | Ownership Percentage | Shares Held |
|---|---|---|
| The Vanguard Group | 8.4% | 154,672,891 shares |
| BlackRock Inc. | 7.2% | 132,456,789 shares |
| State Street Corporation | 5.6% | 103,245,678 shares |
Notable investor activities in recent quarters include:
- Dimensional Fund Advisors increased stake by 3.7%
- Capital World Investors added 2.5 million shares
- Baillie Gifford & Co reduced holdings by 1.2%
Institutional investment breakdown reveals:
- Total institutional ownership: 62.3%
- Foreign institutional investors: 22.6%
- Domestic institutional investors: 39.7%
| Investor Type | Investment Value | Percentage Change |
|---|---|---|
| Mutual Funds | $4.2 billion | +2.1% |
| Hedge Funds | $1.7 billion | -0.8% |
| Pension Funds | $3.5 billion | +1.5% |
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