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 |
|---|---|---|---|---|---|
| CoreFirst Bank & Trust | 678 | $37.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 672 | $36.0K | 0.01% | +163+32.0% | Added |
| Asset Dedication, LLC | 646 | $35.0K | 0.00% | +54+9.1% | Added |
| Financial Perspectives, Inc | 634 | $34.4K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 635 | $34.0K | 0.00% | −725−53.3% | Reduced |
| Jones Financial Companies LLLP | 632 | $34.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 628 | $34.0K | 0.01% | +360+134.3% | Added |
| TD Ameritrade Investment Management, LLC | 542 | $33.0K | 0.00% | −447−45.2% | Reduced |
| Tortoise Investment Management, LLC | 585 | $32.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 563 | $31.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 500 | $27.0K | 0.01% | −200−28.6% | Reduced |
| Interactive Financial Advisors | 500 | $27.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 491 | $27.0K | 0.00% | +34+7.4% | Added |
| Centerpoint Advisors, LLC | 500 | $27.0K | 0.01% | +147+41.6% | Added |
| Sutton Wealth Advisors Inc. | 481 | $26.1K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 485 | $26.0K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 480 | $26.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 470 | $25.0K | 0.03% | −167−26.2% | Reduced |
| Pinnacle Bancorp, Inc. | 464 | $25.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 465 | $25.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 453 | $25.0K | 0.00% | +139+44.3% | Added |
| Key Financial Inc | 437 | $24.0K | 0.01% | +175+66.8% | Added |
| Tradewinds Capital Management, LLC | 403 | $22.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 400 | $22.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 400 | $22.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 406 | $22.0K | 0.01% | +2+0.5% | Added |
| Emfo, LLC | 400 | $22.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 400 | $21.0K | 0.00% | +400 | New |
| Cascade Investment Advisors, Inc. | 375 | $20.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 360 | $20.0K | 0.01% | +360 | New |
| McIlrath & Eck, LLC | 358 | $19.0K | 0.01% | −85−19.2% | Reduced |
| Sargent Bickham Lagudis LLC | 342 | $19.0K | 0.00% | +92+36.8% | Added |
| Cahill Financial Advisors Inc | 356 | $19.0K | 0.00% | +356 | New |
| Raffa Wealth Management, LLC | 319 | $17.3K | 0.01% | +26+8.9% | Added |
| Creative Financial Designs Inc | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ninety One UK Ltd | 296 | $16.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 280 | $15.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 278 | $15.0K | 0.00% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 44,733 | $14.0K | 0.17% | +1,334+3.1% | Added |
| Tower Research Capital LLC (TRC) | 264 | $14.0K | 0.00% | −2,402−90.1% | Reduced |
| Wolff Wiese Magana LLC | 260 | $14.0K | 0.01% | −61−19.0% | Reduced |
| Bray Capital Advisors | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 251 | $14.0K | 0.01% | +2+0.8% | Added |
| Meridian Wealth Partners, LLC | 263 | $14.0K | 0.00% | +263 | New |
| Laurel Wealth Planning LLC | 255 | $14.0K | 0.01% | +255 | New |
| Solstein Capital, LLC | 233 | $13.0K | 0.01% | +233 | New |
| Kozak & Associates, Inc. | 249 | $13.0K | 0.01% | +249 | New |
| GPS Wealth Strategies Group, LLC | 220 | $12.0K | 0.00% | −3,729−94.4% | Reduced |
| HBC Financial Services, PLLC | 230 | $12.0K | 0.01% | +2+0.9% | Added |
| Bogart Wealth, LLC | 220 | $12.0K | 0.00% | +147+201.4% | Added |
| Adirondack Trust Co | 205 | $11.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 210 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 200 | $11.0K | 0.00% | +200 | New |
| Global Wealth Management Investment Advisory, Inc. | 178 | $10.0K | 0.00% | −26,859−99.3% | Reduced |
| Ogorek Anthony Joseph | 201 | $10.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 192 | $10.0K | 0.00% | +2+1.1% | Added |
| Financial Management Professionals, Inc. | 161 | $9.00K | 0.00% | +9+5.9% | Added |
| American National Bank | 170 | $9.00K | 0.00% | +170 | New |
| JNBA Financial Advisors | 144 | $8.00K | 0.00% | −100−41.0% | Reduced |
| Meeder Asset Management Inc | 151 | $8.00K | 0.00% | +20+15.3% | Added |
| TCI Wealth Advisors, Inc. | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 150 | $8.00K | 0.00% | +150 | New |
| NuWave Investment Management, LLC | 151 | $8.00K | 0.01% | +151 | New |
| Dividend Assets Capital, LLC | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 131 | $7.00K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 128 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 120 | $7.00K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 121 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 113 | $7.00K | 0.00% | +2+1.8% | Added |
| Disciplined Investments, LLC | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 130 | $7.00K | 0.00% | +130 | New |
| Trustcore Financial Services, LLC | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 95 | $5.00K | 0.00% | −142−59.9% | Reduced |
| First Financial Corp | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 99 | $5.00K | 0.00% | +20+25.3% | Added |
| Tompkins Financial Corp | 100 | $5.00K | 0.00% | +100 | New |
| Spectrum Management Group, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Legacy Bridge, LLC | 90 | $5.00K | 0.00% | +90 | New |
| West Paces Advisors Inc. | 85 | $4.61K | 0.00% | −370−81.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 80 | $4.00K | 0.00% | −353−81.5% | Reduced |
| Lenox Wealth Advisors, LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 70 | $4.00K | 0.00% | +70 | New |
| State of Wyoming | 47 | $3.00K | 0.00% | −41−46.6% | Reduced |
| Laurel Wealth Advisors LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 58 | $3.00K | 0.00% | +58 | New |
| Albion Financial Group | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 30 | $2.00K | 0.00% | +30 | New |
| Kowal Investment Group, LLC | 45 | $2.00K | 0.00% | +45 | New |
| Kelly Financial Services LLC | 20 | $1.08K | 0.00% | −1,139−98.3% | Reduced |