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 |
|---|---|---|---|---|---|
| First Pacific Financial | 15,305 | $823.0K | 0.40% | +1,347+9.7% | Added |
| Nicholas Hoffman & Company, LLC. | 15,276 | $822.0K | 0.03% | +17+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 15,216 | $818.0K | 0.01% | −830−5.2% | Reduced |
| Peloton Wealth Strategists | 15,000 | $807.0K | 0.32% | −18,350−55.0% | Reduced |
| Bluestein R H & Co | 15,000 | $807.0K | 0.03% | 00.0% | Unchanged |
| West Family Investments, Inc. | 14,959 | $805.0K | 0.23% | −1,371−8.4% | Reduced |
| Twelve Points Wealth Management LLC | 14,942 | $804.0K | 0.65% | +14,942 | New |
| PAX Financial Group, LLC | 14,903 | $802.0K | 0.18% | +581+4.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,900 | $801.0K | 0.07% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 14,885 | $798.0K | 0.45% | +1,383+10.2% | Added |
| Aberdeen Wealth Management LLC | 14,798 | $796.0K | 0.52% | +373+2.6% | Added |
| Harrison & Co Wealth Management, LLC | 14,758 | $794.0K | 0.67% | +14,758 | New |
| Valeo Financial Advisors, LLC | 14,739 | $793.0K | 0.04% | −642−4.2% | Reduced |
| Balentine LLC | 14,727 | $792.0K | 0.03% | +4,865+49.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 14,688 | $790.0K | 0.60% | +40.0% | Added |
| Bailard, Inc. | 14,484 | $779.0K | 0.02% | −2,261−13.5% | Reduced |
| DMG Group, LLC | 15,109 | $773.0K | 0.67% | +15,109 | New |
| Lake Street Advisors Group, LLC | 14,215 | $765.0K | 0.05% | +14,215 | New |
| Icon Wealth Partners, LLC | 14,192 | $763.0K | 0.08% | −101−0.7% | Reduced |
| SG Americas Securities, LLC | 14,180 | $763.0K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 14,152 | $761.0K | 0.03% | +14,152 | New |
| SeaCrest Wealth Management, LLC | 14,109 | $759.0K | 0.08% | +1,822+14.8% | Added |
| LCM Capital Management Inc | 14,092 | $758.0K | 0.59% | +442+3.2% | Added |
| Beacon Investment Advisory Services, Inc. | 14,030 | $755.0K | 0.03% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 13,997 | $753.0K | 0.47% | −3,606−20.5% | Reduced |
| Compton Capital Management Inc | 14,000 | $753.0K | 0.20% | −1,450−9.4% | Reduced |
| Dearborn Partners LLC | 13,939 | $750.0K | 0.03% | +3,412+32.4% | Added |
| Marino, Stram & Associates LLC | 13,800 | $742.0K | 0.23% | +496+3.7% | Added |
| Hutner Capital Management Inc | 13,652 | $734.0K | 0.43% | −979−6.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,454 | $724.0K | 0.08% | +13,454 | New |
| Trexquant Investment LP | 13,459 | $724.0K | 0.04% | +13,459 | New |
| Anchor Investment Management, LLC | 13,417 | $721.7K | 0.09% | −324−2.4% | Reduced |
| Grove Bank & Trust | 13,392 | $721.0K | 0.14% | −1,193−8.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 13,366 | $719.0K | 0.20% | −4,883−26.8% | Reduced |
| Assetmark, Inc | 13,330 | $717.0K | 0.00% | −124,110−90.3% | Reduced |
| Telemus Capital, LLC | 13,150 | $707.0K | 0.06% | −376−2.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 13,130 | $706.0K | 0.15% | −10−0.1% | Reduced |
| Ritholtz Wealth Management | 13,110 | $705.0K | 0.04% | +2,158+19.7% | Added |
| Boit C F David | 13,000 | $699.0K | 0.44% | −2,000−13.3% | Reduced |
| FRG Family Wealth Advisors LLC | 12,936 | $696.0K | 0.13% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 12,852 | $691.0K | 0.27% | −1,014−7.3% | Reduced |
| North Star Investment Management Corp. | 12,839 | $691.0K | 0.05% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 12,820 | $690.0K | 0.16% | −300−2.3% | Reduced |
| Roman Butler Fullerton & Co | 12,815 | $689.0K | 0.30% | +66+0.5% | Added |
| Loomis Sayles & Co L P | 12,797 | $688.0K | 0.00% | −16,234−55.9% | Reduced |
| Aevitas Wealth Management, Inc. | 12,673 | $682.0K | 0.41% | −1,511−10.7% | Reduced |
| Garrett Wealth Advisory Group, LLC | 12,604 | $678.0K | 0.33% | −69−0.5% | Reduced |
| Covenant Partners, LLC | 12,610 | $678.0K | 0.25% | +6,687+112.9% | Added |
| Sigma Planning Corp | 12,590 | $677.0K | 0.02% | +2,984+31.1% | Added |
| Jefferies Group LLC | 12,550 | $675.1K | 0.01% | +12,550 | New |
| Benjamin F. Edwards & Company, Inc. | 12,299 | $662.0K | 0.03% | +200+1.7% | Added |
| Ascent Wealth Partners, LLC | 12,271 | $660.0K | 0.12% | −1,740−12.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 12,230 | $658.0K | 0.07% | +950+8.4% | Added |
| Bond & Devick Financial Network, Inc. | 12,208 | $657.0K | 0.49% | +700+6.1% | Added |
| Cadence Bank NA | 12,166 | $654.0K | 0.18% | −371−3.0% | Reduced |
| Stonnington Group, LLC | 12,107 | $653.0K | 0.14% | +551+4.8% | Added |
| BSW Wealth Partners | 12,118 | $652.0K | 0.16% | −1,132−8.5% | Reduced |
| Marcum Wealth, LLC | 12,067 | $649.0K | 0.09% | −2,874−19.2% | Reduced |
| Keystone Financial Group | 12,005 | $646.0K | 0.11% | +4,302+55.8% | Added |
| Putnam Investments LLC | 11,981 | $644.0K | 0.00% | +2,361+24.5% | Added |
| Coastline Trust Co | 11,960 | $643.0K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 11,950 | $643.0K | 0.13% | +712+6.3% | Added |
| Tiaa, FSB | 12,089 | $641.0K | 0.00% | −1,145−8.7% | Reduced |
| GSB Wealth Management, LLC | 11,901 | $640.0K | 0.18% | +4,401+58.7% | Added |
| Private Trust Co NA | 11,885 | $639.0K | 0.09% | +409+3.6% | Added |
| Berkshire Bank | 11,853 | $638.0K | 0.14% | −25,076−67.9% | Reduced |
| Freedom Day Solutions, LLC | 11,747 | $632.0K | 0.25% | −2,222−15.9% | Reduced |
| Axiom Investment Management LLC | 11,787 | $632.0K | 0.61% | +69+0.6% | Added |
| Fortem Financial Group, LLC | 11,720 | $630.0K | 0.29% | −3,276−21.8% | Reduced |
| Millennium Management LLC | 11,626 | $625.0K | 0.00% | +11,626 | New |
| Boston Financial Mangement LLC | 11,544 | $621.0K | 0.02% | −158−1.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 11,522 | $620.0K | 0.40% | +527+4.8% | Added |
| Clifford Swan Investment Counsel LLC | 11,507 | $619.0K | 0.02% | +19+0.2% | Added |
| BNP Paribas Arbitrage, SA | 11,476 | $617.3K | 0.00% | +2,420+26.7% | Added |
| Forum Financial Management, LP | 11,404 | $613.0K | 0.03% | +11,404 | New |
| Financial Architects, Inc | 11,377 | $612.0K | 0.08% | −30.0% | Reduced |
| Powers Advisory Group, LLC | 11,357 | $611.0K | 0.43% | +11,357 | New |
| Mitchell Capital Management Co | 11,341 | $610.0K | 0.12% | −90−0.8% | Reduced |
| Physicians Financial Services, Inc. | 11,301 | $608.0K | 0.22% | −334−2.9% | Reduced |
| Geneos Wealth Management Inc. | 11,266 | $606.0K | 0.02% | +138+1.2% | Added |
| Sendero Wealth Management, LLC | 11,208 | $603.0K | 0.27% | +11,208 | New |
| Joel Isaacson & Co., LLC | 11,156 | $600.0K | 0.04% | −35−0.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 11,075 | $596.0K | 0.11% | +298+2.8% | Added |
| Gyon Technologies Capital Management, LP | 10,984 | $591.0K | 0.11% | +10,984 | New |
| FineMark National Bank & Trust | 10,961 | $590.0K | 0.02% | −196−1.8% | Reduced |
| Laird Norton Trust Company, LLC | 10,925 | $587.0K | 0.05% | +49+0.5% | Added |
| Apollon Wealth Management, LLC | 10,892 | $586.0K | 0.05% | +10,892 | New |
| Orion Portfolio Solutions, LLC | 10,774 | $580.0K | 0.02% | +449+4.3% | Added |
| Sequoia Financial Advisors, LLC | 10,704 | $576.0K | 0.02% | +10,704 | New |
| Hamel Associates, Inc. | 10,685 | $575.0K | 0.21% | +10,685 | New |
| DnB Asset Management AS | 10,651 | $572.9K | 0.00% | −826−7.2% | Reduced |
| Glenview Trust Co | 10,637 | $572.0K | 0.02% | +24+0.2% | Added |
| Murphy Capital Management Inc | 10,579 | $569.0K | 0.06% | −1,678−13.7% | Reduced |
| Quadrant Capital Group LLC | 10,477 | $564.0K | 0.07% | −2,426−18.8% | Reduced |
| Intellectus Partners, LLC | 10,486 | $564.0K | 0.14% | −96−0.9% | Reduced |
| Buckingham Capital Management, Inc. | 10,294 | $554.0K | 0.09% | −339−3.2% | Reduced |
| Leavell Investment Management, Inc. | 10,210 | $549.0K | 0.04% | −775−7.1% | Reduced |
| Absher Wealth Management, LLC | 10,156 | $546.0K | 0.09% | +12+0.1% | Added |
| Old North State Trust, LLC | 10,159 | $546.0K | 0.39% | +129+1.3% | Added |
| Caldwell Trust Co | 10,149 | $545.9K | 0.06% | −2,380−19.0% | Reduced |