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, Q4 2021
Institutional positions in Unilever PLC as of Dec 31, 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
- 1,099
- +110 vs. Q3 2021
- Shares held
- 246.4M
- +11.8M (+5.0%) vs. Q3 2021
- Total value
- $13.3B
- +$530.0M (+4.2%) vs. Q3 2021
- New holders
- 181
- 350 more added
- Sold out
- 71
- 425 more reduced
18 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Unilever PLC; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pine Haven Investment Counsel, Inc | 4,895 | $263.0K | 0.25% | +4,895 | New |
| Marble Harbor Investment Counsel, LLC | 4,900 | $264.0K | 0.03% | −2,000−29.0% | Reduced |
| Tacita Capital Inc | 4,900 | $264.0K | 0.15% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,967 | $267.0K | 0.02% | −161−3.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,982 | $268.0K | 0.02% | +4,982 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,000 | $269.0K | 0.03% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 5,010 | $269.0K | 0.17% | +5,010 | New |
| Wealthspire Advisors, LLC | 5,015 | $270.0K | 0.01% | −3,698−42.4% | Reduced |
| Lafayette Investments, Inc. | 5,020 | $270.0K | 0.07% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5,022 | $270.0K | 0.07% | +80+1.6% | Added |
| Laidlaw Wealth Management LLC | 5,022 | $270.0K | 0.04% | +5,022 | New |
| Salem Capital Management Inc | 5,037 | $271.0K | 0.14% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 5,096 | $271.0K | 0.03% | +5,096 | New |
| Alan B. Lancz & Associates, Inc. | 5,050 | $272.0K | 0.24% | +5,050 | New |
| Wellington Shields & Co., LLC | 5,075 | $273.0K | 0.05% | −125−2.4% | Reduced |
| Carret Asset Management, LLC | 5,080 | $273.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,069 | $273.0K | 0.02% | +66+1.3% | Added |
| Retirement Guys Formula LLC | 5,062 | $273.0K | 0.22% | +5,062 | New |
| Financial Network Wealth Management LLC | 5,089 | $274.0K | 0.14% | −2,065−28.9% | Reduced |
| Baldwin Brothers Inc | 5,098 | $274.0K | 0.03% | −83−1.6% | Reduced |
| AdvisorNet Financial, Inc | 5,090 | $274.0K | 0.02% | −48−0.9% | Reduced |
| Hall Capital Management Co Inc | 5,125 | $276.0K | 0.16% | −2,075−28.8% | Reduced |
| Sittner & Nelson, LLC | 5,124 | $276.0K | 0.16% | +13+0.3% | Added |
| Boston Private Wealth LLC | 5,148 | $277.0K | 0.00% | −2,230−30.2% | Reduced |
| Ledyard National Bank | 5,171 | $278.0K | 0.03% | +43+0.8% | Added |
| Prospera Financial Services Inc | 5,201 | $280.0K | 0.01% | −300−5.5% | Reduced |
| WoodTrust Financial Corp | 5,200 | $280.0K | 0.06% | +5,200 | New |
| Legacy Private Trust Co. | 5,221 | $281.0K | 0.02% | 00.0% | Unchanged |
| Lincoln Capital LLC | 5,238 | $282.0K | 0.07% | −120−2.2% | Reduced |
| Angeles Investment Advisors, LLC | 5,277 | $284.0K | 0.01% | +189+3.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,274 | $284.0K | 0.05% | +1,545+41.4% | Added |
| Arjuna Capital | 5,290 | $285.0K | 0.10% | +1,187+28.9% | Added |
| Legacy Financial Advisors, Inc. | 5,299 | $285.0K | 0.07% | +1,269+31.5% | Added |
| Northwest Quadrant Wealth Management, LLC | 5,350 | $288.0K | 0.08% | −203−3.7% | Reduced |
| Franklin Street Advisors Inc | 5,356 | $288.0K | 0.02% | +64+1.2% | Added |
| RSM US Wealth Management LLC | 5,371 | $289.0K | 0.01% | −200−3.6% | Reduced |
| Regal Investment Advisors LLC | 5,406 | $291.0K | 0.03% | −183−3.3% | Reduced |
| Smith & Howard Wealth Management, LLC | 5,403 | $291.0K | 0.13% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,430 | $292.0K | 0.18% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,446 | $293.0K | 0.07% | −315−5.5% | Reduced |
| BDO Wealth Advisors, LLC | 5,465 | $294.0K | 0.03% | −949−14.8% | Reduced |
| Thrivent Financial for Lutherans | 5,047 | $295.0K | 0.00% | −1,628−24.4% | Reduced |
| Lindbrook Capital, LLC | 5,477 | $295.0K | 0.04% | −133−2.4% | Reduced |
| Plimoth Trust Co LLC | 5,505 | $296.0K | 0.08% | −100−1.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 5,507 | $296.0K | 0.10% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 5,527 | $297.0K | 0.12% | +10.0% | Added |
| EP Wealth Advisors, LLC | 5,529 | $297.0K | 0.01% | +645+13.2% | Added |
| OneAscent Financial Services LLC | 5,518 | $297.0K | 0.57% | +5,518 | New |
| Palladiem, LLC | 5,599 | $301.0K | 0.24% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 5,583 | $301.0K | 0.16% | +5,583 | New |
| Frontier Wealth Management LLC | 5,608 | $302.0K | 0.02% | −2,163−27.8% | Reduced |
| Frisch Financial Group, Inc. | 5,612 | $302.0K | 0.09% | +53+1.0% | Added |
| Circle Wealth Management, LLC | 5,651 | $304.0K | 0.04% | −4,554−44.6% | Reduced |
| Montag A & Associates Inc | 5,650 | $304.0K | 0.01% | 00.0% | Unchanged |
| Rathbone Brothers plc | 5,654 | $304.0K | 0.00% | +500+9.7% | Added |
| Wedbush Securities Inc | 5,663 | $305.0K | 0.01% | −402−6.6% | Reduced |
| Select Asset Management & Trust | 5,704 | $307.0K | 0.20% | −369−6.1% | Reduced |
| Beutel, Goodman & Co Ltd. | 5,735 | $308.0K | 0.00% | +5,735 | New |
| Diversified Trust Co | 5,718 | $308.0K | 0.01% | +5,718 | New |
| Curated Wealth Partners LLC | 5,730 | $309.0K | 0.10% | −971−14.5% | Reduced |
| Stratos Wealth Partners, LTD. | 5,745 | $309.0K | 0.01% | +22+0.4% | Added |
| EPG Wealth Management LLC | 5,765 | $310.0K | 0.11% | −609−9.6% | Reduced |
| Diligent Investors, LLC | 5,800 | $312.0K | 0.09% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,818 | $313.0K | 0.02% | +5,818 | New |
| Patton Albertson Miller Group, LLC | 5,830 | $314.0K | 0.05% | −200−3.3% | Reduced |
| Malaga Cove Capital, LLC | 5,866 | $316.0K | 0.12% | +5,866 | New |
| FinTrust Capital Advisors, LLC | 5,945 | $320.0K | 0.08% | −16−0.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,956 | $320.0K | 0.03% | +28+0.5% | Added |
| Cypress Capital Group | 6,000 | $323.0K | 0.04% | −671−10.1% | Reduced |
| Regentatlantic Capital LLC | 5,997 | $323.0K | 0.01% | −40−0.7% | Reduced |
| Lantz Financial LLC | 6,006 | $323.0K | 0.15% | +708+13.4% | Added |
| Symphony Financial, Ltd. Co. | 6,005 | $325.0K | 0.09% | −373−5.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,051 | $325.0K | 0.09% | +1,065+21.4% | Added |
| MMBG Investment Advisors Co. | 6,046 | $325.0K | 0.03% | +6,046 | New |
| Willner & Heller, LLC | 6,035 | $327.0K | 0.43% | +6,035 | New |
| Beese Fulmer Investment Management, Inc. | 6,208 | $334.0K | 0.03% | −60,090−90.6% | Reduced |
| Mitchell Sinkler & Starr | 6,202 | $334.0K | 0.10% | +550+9.7% | Added |
| Abundance Wealth Counselors | 6,212 | $334.0K | 0.09% | +6,212 | New |
| Hummer Financial Advisory Services Inc | 6,250 | $336.0K | 0.28% | −1,460−18.9% | Reduced |
| Bowen Hanes & Co Inc | 6,248 | $336.0K | 0.01% | 00.0% | Unchanged |
| Platform Technology Partners | 6,255 | $336.0K | 0.15% | +31+0.5% | Added |
| OneAscent Wealth Management LLC | 6,297 | $339.0K | 0.85% | +6,297 | New |
| Traphagen Investment Advisors LLC | 6,314 | $339.6K | 0.06% | +32+0.5% | Added |
| Field & Main Bank | 6,320 | $340.0K | 0.20% | −300−4.5% | Reduced |
| Sabal Trust CO | 6,329 | $340.0K | 0.02% | +86+1.4% | Added |
| Cottonwood Capital Advisors, LLC | 6,338 | $341.0K | 0.26% | +6,338 | New |
| Wealthsimple Inc. | 6,350 | $342.0K | 0.01% | +6,350 | New |
| Probity Advisors, Inc. | 6,385 | $343.0K | 0.07% | −1,000−13.5% | Reduced |
| Lion Street Advisors, LLC | 6,386 | $343.0K | 0.17% | +302+5.0% | Added |
| Financial & Tax Architects, LLC | 6,381 | $343.2K | 0.14% | +532+9.1% | Added |
| O'Brien Greene & Co. Inc | 6,403 | $344.0K | 0.11% | +154+2.5% | Added |
| Boston Family Office LLC | 6,440 | $346.0K | 0.02% | 00.0% | Unchanged |
| Main Street Research LLC | 6,441 | $346.0K | 0.03% | +121+1.9% | Added |
| Pavion Blue Capital, LLC | 6,455 | $347.0K | 0.20% | −3,144−32.8% | Reduced |
| Mission Wealth Management, LP | 6,460 | $347.0K | 0.02% | +2,252+53.5% | Added |
| Clear Perspective Advisors, LLC | 6,504 | $350.0K | 0.11% | −450−6.5% | Reduced |
| B. Riley Wealth Management, Inc. | 6,549 | $352.0K | 0.02% | −2,055−23.9% | Reduced |
| Intersect Capital LLC | 6,589 | $354.0K | 0.07% | −1,072−14.0% | Reduced |
| Augustine Asset Management Inc | 6,621 | $356.0K | 0.17% | −19−0.3% | Reduced |
| Fairhaven Wealth Management, LLC | 6,679 | $359.0K | 0.14% | −1,101−14.2% | Reduced |