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 |
|---|---|---|---|---|---|
| Augustine Asset Management Inc | 6,621 | $356.0K | 0.17% | −19−0.3% | Reduced |
| Intersect Capital LLC | 6,589 | $354.0K | 0.07% | −1,072−14.0% | Reduced |
| B. Riley Wealth Management, Inc. | 6,549 | $352.0K | 0.02% | −2,055−23.9% | Reduced |
| Clear Perspective Advisors, LLC | 6,504 | $350.0K | 0.11% | −450−6.5% | Reduced |
| 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 |
| 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 |
| O'Brien Greene & Co. Inc | 6,403 | $344.0K | 0.11% | +154+2.5% | Added |
| Financial & Tax Architects, LLC | 6,381 | $343.2K | 0.14% | +532+9.1% | Added |
| 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 |
| Wealthsimple Inc. | 6,350 | $342.0K | 0.01% | +6,350 | New |
| Cottonwood Capital Advisors, LLC | 6,338 | $341.0K | 0.26% | +6,338 | New |
| 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 |
| Traphagen Investment Advisors LLC | 6,314 | $339.6K | 0.06% | +32+0.5% | Added |
| OneAscent Wealth Management LLC | 6,297 | $339.0K | 0.85% | +6,297 | 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 |
| 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 |
| Willner & Heller, LLC | 6,035 | $327.0K | 0.43% | +6,035 | New |
| 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 |
| 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 |
| 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 |
| Malaga Cove Capital, LLC | 5,866 | $316.0K | 0.12% | +5,866 | New |
| Patton Albertson Miller Group, LLC | 5,830 | $314.0K | 0.05% | −200−3.3% | Reduced |
| Integrated Advisors Network LLC | 5,818 | $313.0K | 0.02% | +5,818 | New |
| Diligent Investors, LLC | 5,800 | $312.0K | 0.09% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 5,765 | $310.0K | 0.11% | −609−9.6% | Reduced |
| 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 |
| 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 |
| Select Asset Management & Trust | 5,704 | $307.0K | 0.20% | −369−6.1% | Reduced |
| Wedbush Securities Inc | 5,663 | $305.0K | 0.01% | −402−6.6% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| BDO Wealth Advisors, LLC | 5,465 | $294.0K | 0.03% | −949−14.8% | Reduced |
| 9258 Wealth Management, LLC | 5,446 | $293.0K | 0.07% | −315−5.5% | Reduced |
| S.A. Mason LLC | 5,430 | $292.0K | 0.18% | 00.0% | Unchanged |
| 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 |
| RSM US Wealth Management LLC | 5,371 | $289.0K | 0.01% | −200−3.6% | Reduced |
| 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 |
| 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 |
| 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 |
| Lincoln Capital LLC | 5,238 | $282.0K | 0.07% | −120−2.2% | Reduced |
| Legacy Private Trust Co. | 5,221 | $281.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Ledyard National Bank | 5,171 | $278.0K | 0.03% | +43+0.8% | Added |
| Boston Private Wealth LLC | 5,148 | $277.0K | 0.00% | −2,230−30.2% | 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 |
| 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 |
| 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 |
| Alan B. Lancz & Associates, Inc. | 5,050 | $272.0K | 0.24% | +5,050 | 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 |
| 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 |
| 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 |
| Laurel Wealth Advisors, Inc. | 4,982 | $268.0K | 0.02% | +4,982 | New |
| IHT Wealth Management, LLC | 4,967 | $267.0K | 0.02% | −161−3.1% | Reduced |
| 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 |
| Bollard Group LLC | 4,888 | $263.0K | 0.01% | +38+0.8% | Added |
| Pine Haven Investment Counsel, Inc | 4,895 | $263.0K | 0.25% | +4,895 | New |