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 2022
Institutional positions in Unilever PLC as of Sep 30, 2022. 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
- 1,019
- −25 vs. Q2 2022
- Shares held
- 261.7M
- +12.9M (+5.2%) vs. Q2 2022
- Total value
- $11.5B
- +$83.0M (+0.7%) vs. Q2 2022
- New holders
- 71
- 452 more added
- Sold out
- 96
- 337 more reduced
15 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Unilever PLC; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Life Planning Partners, Inc | 550 | $24.1K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 578 | $25.0K | 0.01% | −71−10.9% | Reduced |
| Country Trust Bank | 563 | $25.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 576 | $25.0K | 0.00% | +89+18.3% | Added |
| James Investment Research Inc | 608 | $27.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 608 | $27.0K | 0.01% | +250+69.8% | Added |
| Financial Perspectives, Inc | 634 | $27.8K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 687 | $30.0K | 0.00% | −109−13.7% | Reduced |
| Tradition Wealth Management, LLC | 750 | $33.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 753 | $35.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 808 | $36.0K | 0.03% | −94−10.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 810 | $36.0K | 0.00% | −4−0.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 809 | $36.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 850 | $37.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 849 | $37.0K | 0.00% | +849 | New |
| Global Financial Private Client, LLC | 840 | $37.1K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 877 | $38.0K | 0.01% | −1,000−53.3% | Reduced |
| Aspire Private Capital, LLC | 948 | $42.0K | 0.02% | −78−7.6% | Reduced |
| Washington Trust Co | 961 | $42.0K | 0.00% | +10+1.1% | Added |
| Prestige Wealth Management Group LLC | 950 | $42.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 975 | $43.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,009 | $44.0K | 0.00% | +314+45.2% | Added |
| TCTC Holdings, LLC | 1,015 | $45.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,062 | $47.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,075 | $47.0K | 0.03% | −4−0.4% | Reduced |
| CVA Family Office, LLC | 1,098 | $48.0K | 0.01% | +23+2.1% | Added |
| Brown, Lisle/Cummings, Inc. | 1,100 | $48.2K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 1,120 | $49.0K | 0.02% | −1,981−63.9% | Reduced |
| FourThought Financial, LLC | 1,117 | $49.0K | 0.01% | +56+5.3% | Added |
| Harding Loevner LP | 1,148 | $50.0K | 0.00% | +1,148 | New |
| Accel Wealth Management | 1,143 | $52.0K | 0.03% | +2+0.2% | Added |
| Clear Street Markets LLC | 1,200 | $53.0K | 0.01% | −1,400−53.8% | Reduced |
| HHM Wealth Advisors, LLC | 1,216 | $53.0K | 0.01% | −400−24.8% | Reduced |
| Core Alternative Capital | 1,259 | $55.0K | 0.01% | −4,831−79.3% | Reduced |
| Stonebridge Capital Advisors LLC | 1,307 | $57.0K | 0.01% | −1,367−51.1% | Reduced |
| Blume Capital Management, Inc. | 1,350 | $59.0K | 0.02% | −498−26.9% | Reduced |
| City Holding Co | 1,374 | $60.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,390 | $61.0K | 0.00% | −36−2.5% | Reduced |
| Paradigm Asset Management Co LLC | 1,400 | $61.4K | 0.02% | +1,400 | New |
| Cowen Prime Advisors LLC | 1,445 | $63.0K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,485 | $65.0K | 0.01% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 1,500 | $65.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,506 | $66.0K | 0.00% | −63−4.0% | Reduced |
| Atlas Capital Advisors LLC | 1,627 | $71.3K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,659 | $73.0K | 0.01% | −367−18.1% | Reduced |
| Bollard Group LLC | 1,764 | $77.0K | 0.00% | +9+0.5% | Added |
| Front Row Advisors LLC | 1,758 | $77.0K | 0.04% | +122+7.5% | Added |
| Carmichael Hill & Associates, Inc. | 1,774 | $78.0K | 0.05% | −400−18.4% | Reduced |
| Glassman Wealth Services | 1,776 | $78.0K | 0.02% | +354+24.9% | Added |
| Carolinas Wealth Consulting LLC | 30,304 | $80.0K | 0.02% | −320−1.0% | Reduced |
| Castleview Partners, LLC | 1,875 | $82.0K | 0.08% | +668+55.3% | Added |
| Salem Investment Counselors Inc | 1,922 | $84.0K | 0.00% | −691−26.4% | Reduced |
| Ellevest, Inc. | 1,948 | $85.0K | 0.01% | +165+9.3% | Added |
| PFG Private Wealth Management, LLC | 1,959 | $86.0K | 0.06% | −669−25.5% | Reduced |
| Harbour Investments, Inc. | 2,001 | $92.0K | 0.01% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 2,165 | $95.0K | 0.02% | −963−30.8% | Reduced |
| Heritage Wealth Management, LLC | 2,165 | $95.0K | 0.03% | +180+9.1% | Added |
| JFS Wealth Advisors, LLC | 2,264 | $99.0K | 0.01% | −196−8.0% | Reduced |
| Eagle Bay Advisors LLC | 2,300 | $101.0K | 0.06% | −300−11.5% | Reduced |
| Global Trust Asset Management, LLC | 2,399 | $105.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,448 | $107.0K | 0.00% | −84−3.3% | Reduced |
| Mondrian Investment Partners LTD | 2,587 | $113.0K | 0.00% | −1,880−42.1% | Reduced |
| Hartford Financial Management Inc. | 2,567 | $113.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,600 | $114.0K | 0.01% | −3,050−54.0% | Reduced |
| United Community Bank | 2,665 | $116.8K | 0.12% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,703 | $118.0K | 0.04% | +1,224+82.8% | Added |
| Creative Financial Designs Inc | 2,724 | $119.0K | 0.02% | +207+8.2% | Added |
| West Branch Capital LLC | 2,909 | $128.0K | 0.08% | −38−1.3% | Reduced |
| Tyler-Stone Wealth Management | 3,025 | $133.0K | 0.10% | 00.0% | Unchanged |
| TFC Financial Management | 3,094 | $136.0K | 0.04% | −241−7.2% | Reduced |
| Glen Eagle Advisors, LLC | 3,122 | $136.9K | 0.04% | −175−5.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,213 | $141.0K | 0.00% | +3,213 | New |
| Capital Analysts, LLC | 3,311 | $145.0K | 0.01% | −4−0.1% | Reduced |
| Oxler Private Wealth LLC | 3,370 | $147.8K | 0.08% | +30+0.9% | Added |
| Colonial Trust Co | 3,377 | $148.0K | 0.05% | +3,377 | New |
| GHP Investment Advisors, Inc. | 3,423 | $150.0K | 0.01% | −106−3.0% | Reduced |
| FinTrust Capital Advisors, LLC | 3,407 | $151.0K | 0.04% | −117−3.3% | Reduced |
| Heritage Wealth Advisors | 3,625 | $158.9K | 0.01% | −810−18.3% | Reduced |
| Catalyst Capital Advisors LLC | 3,800 | $167.0K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 3,864 | $169.0K | 0.08% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,002 | $175.0K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,159 | $182.0K | 0.11% | +3,676+761.1% | Added |
| High Net Worth Advisory Group LLC | 4,184 | $183.0K | 0.08% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,223 | $185.0K | 0.03% | −62−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 4,090 | $187.0K | 0.00% | +1,045+34.3% | Added |
| Toronto Dominion Bank | 4,345 | $189.0K | 0.00% | +1,000+29.9% | Added |
| Rosenberg Matthew Hamilton | 4,373 | $192.0K | 0.07% | −33−0.7% | Reduced |
| Riverview Trust Co | 4,470 | $196.0K | 0.19% | 00.0% | Unchanged |
| S.A. Mason LLC | 4,493 | $197.0K | 0.16% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 4,560 | $200.0K | 0.06% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 4,581 | $201.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,584 | $201.0K | 0.02% | +92+2.0% | Added |
| Pinnacle Financial Partners Inc | 4,582 | $201.0K | 0.01% | +145+3.3% | Added |
| Summit Financial, LLC | 4,606 | $201.9K | 0.02% | +4,606 | New |
| Telos Capital Management, Inc. | 4,619 | $202.0K | 0.03% | −105−2.2% | Reduced |
| 9258 Wealth Management, LLC | 4,649 | $204.0K | 0.05% | −1,181−20.3% | Reduced |
| Ieq Capital, LLC | 4,645 | $204.0K | 0.01% | −5−0.1% | Reduced |
| Circle Wealth Management, LLC | 4,697 | $206.0K | 0.03% | −328−6.5% | Reduced |
| Field & Main Bank | 4,715 | $207.0K | 0.14% | −600−11.3% | Reduced |
| InterOcean Capital Group, LLC | 4,720 | $207.0K | 0.01% | 00.0% | Unchanged |