Jeremy Grantham's UL Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 469,364 shares of Unilever PLC (UL) worth $30.7 M, representing 0.08% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in UL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 467,561 shares. Largest reduction occurred in Q3 2024, reducing 722,292 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Unilever PLC (UL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Unilever PLC (UL) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +205,003 | Add 77.55% | 469,364 | $65.40 |
| Q3 2025 | -97,816 | Reduce 27.01% | 264,361 | $66.69 |
| Q2 2025 | +247,345 | Add 215.40% | 362,177 | $68.82 |
| Q1 2025 | -148,436 | Reduce 56.38% | 114,832 | $66.99 |
| Q4 2024 | +106,168 | Add 67.58% | 263,268 | $63.79 |
| Q3 2024 | -722,292 | Reduce 82.14% | 157,100 | $73.08 |
| Q2 2024 | +310,347 | Add 54.54% | 879,392 | $61.86 |
| Q1 2024 | +467,561 | Add 460.72% | 569,045 | $56.46 |
| Q4 2023 | +93,866 | Add 1232.16% | 101,484 | $54.54 |
| Q3 2023 | +5,318 | Add 231.22% | 7,618 | $55.57 |
| Q2 2023 | -4 | Reduce 0.17% | 2,300 | $58.63 |
| Q1 2023 | -2,674 | Reduce 53.72% | 2,304 | $58.42 |
| Q4 2022 | -22,133 | Reduce 81.64% | 4,978 | $56.64 |
| Q3 2022 | +27,111 | New Buy | 27,111 | $49.32 |
| Q1 2022 | -61,956 | Sold Out | 0 | $0.00 |
| Q4 2021 | +61,956 | New Buy | 61,956 | $60.51 |
| Q4 2019 | -152,711 | Sold Out | 0 | $0.00 |
| Q3 2019 | +152,711 | New Buy | 152,711 | $67.61 |
| Q1 2016 | -25,678 | Sold Out | 0 | $0.00 |
| Q4 2015 | -21,067 | Reduce 45.07% | 25,678 | $48.52 |
| Q3 2015 | -221,714 | Reduce 82.59% | 46,745 | $45.89 |
| Q4 2014 | -59 | Reduce 0.02% | 268,459 | $45.54 |
| Q3 2014 | +1,066 | Add 0.40% | 268,518 | $47.14 |
| Q1 2014 | -46,844 | Reduce 14.90% | 267,452 | $48.13 |
| Q4 2013 | +31,022 | Add 10.95% | 314,296 | $46.35 |
| Q3 2013 | -355 | Reduce 0.13% | 283,274 | $43.40 |
| Q2 2013 | +283,629 | Add 0.00% | 283,629 | $45.51 |
Jeremy Grantham's Unilever PLC Investment FAQs
Jeremy Grantham first purchased Unilever PLC (UL) in Q2 2013, acquiring 283,629 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Unilever PLC (UL) for 30 quarters since Q2 2013.
Jeremy Grantham's largest addition to Unilever PLC (UL) was in Q1 2024, adding 569,045 shares worth $32.13 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 469,364 shares of Unilever PLC (UL), valued at approximately $30.7 M.
As of the Q4 2025 filing, Unilever PLC (UL) represents approximately 0.08% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Unilever PLC (UL) was 879,392 shares, as reported at the end of Q2 2024.