Unilever PLC
UL- Exchange
- NYSE
- Industry
- Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics
- SEC CIK
- 0000217410
No open-market purchases or sales by Unilever PLC insiders were filed in the last 90 days; 1,193 institutions reported holding it in 13F filings for Q2 2026, worth $15.5B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
Other share classesUNLYF
13F holders, Q3 2021
Institutional positions in Unilever PLC as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,007
- −26 vs. Q2 2021
- Shares held
- 234.9M
- +1.72M (+0.7%) vs. Q2 2021
- Total value
- $12.7B
- −$909.6M (−6.7%) vs. Q2 2021
- New holders
- 54
- 439 more added
- Sold out
- 80
- 331 more reduced
9 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,193 | $15.5B |
| Q1 2026 | 1,175 | $13.7B |
| Q4 2025 | 1,158 | $13.9B |
| Q3 2025 | 1,174 | $13.9B |
| Q2 2025 | 1,187 | $14.0B |
| Q1 2025 | 1,179 | $13.1B |
| Q4 2024 | 1,188 | $12.5B |
| Q3 2024 | 1,175 | $14.2B |
| Q2 2024 | 1,111 | $12.7B |
| Q1 2024 | 1,093 | $12.4B |
| Q4 2023 | 1,109 | $11.8B |
| Q3 2023 | 1,068 | $12.3B |
| Q2 2023 | 1,084 | $13.2B |
| Q1 2023 | 1,106 | $13.5B |
| Q4 2022 | 1,105 | $13.4B |
| Q3 2022 | 1,019 | $11.5B |
| Q2 2022 | 1,059 | $11.4B |
| Q1 2022 | 1,022 | $10.7B |
| Q4 2021 | 1,099 | $13.3B |
| Q3 2021 | 1,007 | $12.7B |
| Q2 2021 | 1,042 | $13.7B |
| Q1 2021 | 1,035 | $12.7B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Unilever PLC; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit X, LLC | 3,674 | $203.0K | 0.05% | −74−2.0% | Reduced |
| Keel Point, LLC | 3,746 | $203.0K | 0.03% | +124+3.4% | Added |
| Childress Capital Advisors, LLC | 3,602 | $203.0K | 0.08% | +3,602 | New |
| Opes Wealth Management LLC | 3,767 | $204.0K | 0.07% | +3,767 | New |
| Berman Capital Advisors, LLC | 3,789 | $205.0K | 0.03% | −141−3.6% | Reduced |
| Stonebridge Capital Advisors LLC | 3,775 | $205.0K | 0.02% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 3,800 | $206.0K | 0.13% | 00.0% | Unchanged |
| Michael B. Yongue | 3,815 | $207.0K | 0.15% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,829 | $208.0K | 0.04% | +214+5.9% | Added |
| Delta Financial Advisors LLC | 3,834 | $208.0K | 0.09% | +3,834 | New |
| M. Kulyk & Associates, LLC | 3,833 | $208.0K | 0.07% | +3,833 | New |
| Avestar Capital, LLC | 3,878 | $210.0K | 0.04% | +425+12.3% | Added |
| GHP Investment Advisors, Inc. | 3,909 | $212.0K | 0.02% | −1,775−31.2% | Reduced |
| Spotlight Asset Group, Inc. | 3,925 | $213.0K | 0.11% | −532−11.9% | Reduced |
| Tranquilli Financial Advisor LLC | 3,930 | $213.0K | 0.16% | +107+2.8% | Added |
| Trustmark National Bank Trust Department | 4,000 | $217.0K | 0.02% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,007 | $217.0K | 0.01% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 4,015 | $218.0K | 0.14% | −67−1.6% | Reduced |
| Legacy Financial Advisors, Inc. | 4,030 | $218.0K | 0.05% | −34−0.8% | Reduced |
| Security Asset Management | 4,018 | $218.0K | 0.09% | 00.0% | Unchanged |
| Adams Chetwood Wealth Management LLC | 4,016 | $218.0K | 0.16% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,019 | $218.0K | 0.05% | +81+2.1% | Added |
| Homrich & Berg | 4,042 | $219.0K | 0.00% | −1,163−22.3% | Reduced |
| Aries Wealth Management | 4,040 | $219.0K | 0.09% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 4,117 | $221.0K | 0.16% | −8,977−68.6% | Reduced |
| Arjuna Capital | 4,103 | $222.0K | 0.09% | +632+18.2% | Added |
| Garrison Asset Management, LLC | 4,107 | $223.0K | 0.14% | −595−12.7% | Reduced |
| Camden Capital, LLC | 4,114 | $223.0K | 0.04% | +4,114 | New |
| Ashton Thomas Private Wealth, LLC | 4,174 | $226.3K | 0.03% | +4,174 | New |
| Mission Wealth Management, LP | 4,208 | $228.0K | 0.01% | +377+9.8% | Added |
| Great Diamond Partners, LLC | 4,257 | $230.0K | 0.06% | +302+7.6% | Added |
| Independent Financial Group, LLC | 4,321 | $234.3K | 0.02% | +851+24.5% | Added |
| Lincoln National Corp | 4,342 | $236.0K | 0.01% | +457+11.8% | Added |
| Columbia Asset Management | 4,380 | $237.0K | 0.05% | 00.0% | Unchanged |
| Gratus Capital LLC | 4,366 | $237.0K | 0.03% | +4,366 | New |
| Sepio Capital, LP | 4,382 | $238.0K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,386 | $238.0K | 0.02% | +163+3.9% | Added |
| Spinnaker Trust | 4,400 | $239.0K | 0.02% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 4,400 | $239.0K | 0.18% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 4,450 | $241.0K | 0.03% | −121−2.6% | Reduced |
| Heron Financial Group, LLC | 4,460 | $242.0K | 0.13% | +175+4.1% | Added |
| J.W. Cole Advisors, Inc. | 4,461 | $242.0K | 0.02% | +1,028+29.9% | Added |
| BigSur Wealth Management LLC | 4,500 | $244.0K | 0.11% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 4,495 | $244.0K | 0.01% | +14+0.3% | Added |
| Keeley-Teton Advisors, LLC | 4,500 | $244.0K | 0.03% | +4,500 | New |
| Epoch Investment Partners, Inc. | 4,544 | $246.0K | 0.00% | −20−0.4% | Reduced |
| Heritage Wealth Advisors | 4,549 | $246.6K | 0.02% | −1,298−22.2% | Reduced |
| Harbor Investment Advisory, LLC | 4,549 | $247.0K | 0.03% | +531+13.2% | Added |
| Newman Dignan & Sheerar, Inc. | 4,580 | $248.0K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,600 | $249.0K | 0.10% | −601−11.6% | Reduced |
| Canal Capital Management, LLC | 4,618 | $250.0K | 0.07% | −1,028−18.2% | Reduced |
| Sunbelt Securities, Inc. | 4,162 | $250.0K | 0.04% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 4,777 | $251.0K | 0.03% | −272−5.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,631 | $251.0K | 0.02% | +4,631 | New |
| Argent Advisors, Inc. | 4,698 | $255.0K | 0.15% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 4,707 | $255.0K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 4,743 | $257.0K | 0.03% | +1,502+46.3% | Added |
| Fca Corp | 9,700 | $258.0K | 0.08% | 00.0% | Unchanged |
| DRW Securities, LLC | 4,773 | $259.0K | 0.08% | +4,773 | New |
| Brandywine Oak Private Wealth LLC | 4,847 | $262.0K | 0.03% | −40−0.8% | Reduced |
| Tiemann Investment Advisors, LLC | 4,825 | $262.0K | 0.12% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4,942 | $262.0K | 0.07% | +6+0.1% | Added |
| SL Advisors, LLC | 4,848 | $263.0K | 0.66% | 00.0% | Unchanged |
| Bollard Group LLC | 4,850 | $263.0K | 0.01% | +37+0.8% | Added |
| EP Wealth Advisors, LLC | 4,884 | $265.0K | 0.01% | −559−10.3% | Reduced |
| Tacita Capital Inc | 4,900 | $266.0K | 0.16% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 4,899 | $266.0K | 0.10% | 00.0% | Unchanged |
| First National Bank of Omaha | 4,950 | $268.0K | 0.01% | −25,052−83.5% | Reduced |
| Clarius Group, LLC | 4,970 | $269.0K | 0.02% | −2,119−29.9% | Reduced |
| Annandale Capital, LLC | 4,967 | $269.0K | 0.16% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 4,958 | $269.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,986 | $270.0K | 0.09% | +585+13.3% | Added |
| Stewart & Patten Co LLC | 5,000 | $271.0K | 0.04% | −300−5.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,000 | $271.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,003 | $271.0K | 0.02% | +923+22.6% | Added |
| Lafayette Investments, Inc. | 5,020 | $272.0K | 0.07% | 00.0% | Unchanged |
| Salem Capital Management Inc | 5,037 | $273.0K | 0.15% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 5,028 | $273.0K | 0.06% | +5,028 | New |
| Carret Asset Management, LLC | 5,080 | $275.0K | 0.03% | −377−6.9% | Reduced |
| Mercer Capital Advisers, Inc. | 5,075 | $275.0K | 0.15% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 5,099 | $276.0K | 0.03% | +5,099 | New |
| Angeles Investment Advisors, LLC | 5,088 | $276.0K | 0.02% | +5,088 | New |
| Sittner & Nelson, LLC | 5,111 | $277.0K | 0.18% | +1,514+42.1% | Added |
| IHT Wealth Management, LLC | 5,128 | $278.0K | 0.02% | −4,310−45.7% | Reduced |
| Ledyard National Bank | 5,128 | $278.0K | 0.03% | −1,665−24.5% | Reduced |
| Rathbone Brothers plc | 5,154 | $279.0K | 0.00% | −410−7.4% | Reduced |
| AdvisorNet Financial, Inc | 5,138 | $279.0K | 0.02% | +125+2.5% | Added |
| Bridgefront Capital, LLC | 5,151 | $279.0K | 0.29% | +191+3.9% | Added |
| Baldwin Brothers Inc | 5,181 | $281.0K | 0.03% | +122+2.4% | Added |
| Essex Savings Bank | 5,073 | $282.0K | 0.10% | −3,578−41.4% | Reduced |
| Wellington Shields & Co., LLC | 5,200 | $282.0K | 0.10% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 5,221 | $283.0K | 0.02% | −150−2.8% | Reduced |
| One Wealth Advisors, LLC | 5,255 | $285.0K | 0.08% | +109+2.1% | Added |
| Keeler Thomas Management LLC | 5,300 | $287.0K | 0.14% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 5,292 | $287.0K | 0.02% | +354+7.2% | Added |
| Lantz Financial LLC | 5,298 | $287.0K | 0.15% | +621+13.3% | Added |
| Lincoln Capital LLC | 5,358 | $291.0K | 0.08% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 5,403 | $293.0K | 0.14% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 5,409 | $293.0K | 0.19% | +1,709+46.2% | Added |
| S.A. Mason LLC | 5,430 | $294.0K | 0.19% | +785+16.9% | Added |