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 |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 71,872 | $3.15M | 1.44% | +11,332+18.7% | Added |
| Atria Investments LLC | 72,773 | $3.19M | 0.07% | −8,806−10.8% | Reduced |
| Kanawha Capital Management LLC | 72,841 | $3.19M | 0.35% | +254+0.3% | Added |
| GSB Wealth Management, LLC | 72,934 | $3.20M | 1.16% | +960+1.3% | Added |
| Courier Capital LLC | 73,265 | $3.21M | 0.40% | +685+0.9% | Added |
| Rockefeller Capital Management L.P. | 73,583 | $3.22M | 0.02% | −42,279−36.5% | Reduced |
| Timber Creek Capital Management LLC | 73,695 | $3.23M | 1.28% | −43,662−37.2% | Reduced |
| Davenport & Co LLC | 75,163 | $3.29M | 0.03% | −15,433−17.0% | Reduced |
| Bonness Enterprises Inc | 76,040 | $3.33M | 1.77% | 00.0% | Unchanged |
| Beacon Financial Group | 76,133 | $3.37M | 0.52% | +1,030+1.4% | Added |
| Mercer Global Advisors Inc | 77,087 | $3.38M | 0.02% | +11,799+18.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 77,757 | $3.41M | 0.04% | −555−0.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 78,105 | $3.42M | 0.01% | −1,318−1.7% | Reduced |
| FDx Advisors, Inc. | 78,661 | $3.45M | 0.15% | −1,569−2.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 78,748 | $3.45M | 0.19% | +2,330+3.0% | Added |
| Snowden Capital Advisors LLC | 79,186 | $3.47M | 0.16% | +3,178+4.2% | Added |
| Azzad Asset Management Inc | 73,181 | $3.49M | 0.35% | −1,633−2.2% | Reduced |
| Chartwell Investment Partners, LLC | 80,647 | $3.54M | 0.15% | +2,085+2.7% | Added |
| Captrust Financial Advisors | 80,946 | $3.55M | 0.02% | +5,225+6.9% | Added |
| Bard Financial Services, Inc. | 80,985 | $3.55M | 0.33% | +5,050+6.7% | Added |
| Lorne Steinberg Wealth Management Inc. | 82,935 | $3.64M | 1.77% | −505−0.6% | Reduced |
| Headinvest, LLC | 83,857 | $3.68M | 0.88% | −192−0.2% | Reduced |
| Shelton Capital Management | 83,957 | $3.68M | 0.18% | −10,891−11.5% | Reduced |
| Kestra Advisory Services, LLC | 84,629 | $3.71M | 0.04% | −10,817−11.3% | Reduced |
| TD Private Client Wealth LLC | 85,768 | $3.76M | 0.19% | +6,636+8.4% | Added |
| Stansberry Asset Management, LLC | 85,808 | $3.76M | 0.81% | +7,344+9.4% | Added |
| Hemenway Trust Co LLC | 86,450 | $3.79M | 0.45% | −16,133−15.7% | Reduced |
| Kornitzer Capital Management Inc | 86,861 | $3.81M | 0.08% | −4,150−4.6% | Reduced |
| Sandy Spring Bank | 87,613 | $3.84M | 0.24% | −2,741−3.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 88,276 | $3.87M | 0.01% | −447−0.5% | Reduced |
| Cambridge Trust Co | 89,777 | $3.94M | 0.19% | −9,284−9.4% | Reduced |
| Oak Ridge Investments LLC | 90,854 | $3.98M | 0.60% | +32,220+55.0% | Added |
| Kovitz Investment Group Partners, LLC | 91,267 | $4.00M | 0.09% | −14,877−14.0% | Reduced |
| One Capital Management, LLC | 91,452 | $4.01M | 0.24% | +5,264+6.1% | Added |
| Nichols & Pratt Advisers LLP | 93,520 | $4.10M | 0.36% | −11,009−10.5% | Reduced |
| Auxier Asset Management | 94,663 | $4.15M | 0.80% | +500+0.5% | Added |
| Cetera Advisor Networks LLC | 94,692 | $4.15M | 0.05% | +59,409+168.4% | Added |
| Portland Global Advisors LLC | 95,217 | $4.17M | 0.83% | +397+0.4% | Added |
| Butensky & Cohen Financial Security, Inc | 96,184 | $4.22M | 1.75% | +11,730+13.9% | Added |
| Sound Income Strategies, LLC | 97,336 | $4.27M | 0.62% | +14,826+18.0% | Added |
| Exencial Wealth Advisors, LLC | 98,111 | $4.30M | 0.26% | −4,996−4.8% | Reduced |
| Oxbow Advisors, LLC | 98,937 | $4.34M | 0.68% | +205+0.2% | Added |
| Ancora Advisors, LLC | 100,075 | $4.39M | 0.14% | +10,290+11.5% | Added |
| Beacon Pointe Advisors, LLC | 100,168 | $4.40M | 0.10% | −3,643−3.5% | Reduced |
| ProVise Management Group, LLC | 101,047 | $4.43M | 0.49% | +3,931+4.0% | Added |
| Veritable, L.P. | 101,216 | $4.44M | 0.09% | −32,932−24.5% | Reduced |
| Live Oak Private Wealth LLC | 103,432 | $4.53M | 1.02% | +3,133+3.1% | Added |
| Jacobs & Co | 105,291 | $4.62M | 0.66% | +1,041+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 105,550 | $4.63M | 0.03% | +2,753+2.7% | Added |
| Silvercrest Asset Management Group LLC | 106,896 | $4.69M | 0.04% | +97,726+1,065.7% | Added |
| Brinker Capital Investments, LLC | 108,583 | $4.76M | 0.10% | −9,159−7.8% | Reduced |
| Keating Investment Counselors Inc | 110,030 | $4.82M | 2.16% | +9,025+8.9% | Added |
| Hantz Financial Services, Inc. | 110,916 | $4.86M | 0.17% | +8,380+8.2% | Added |
| Altrius Capital Management Inc | 111,286 | $4.88M | 1.86% | +23,799+27.2% | Added |
| Motco | 111,689 | $4.90M | 0.39% | +5,131+4.8% | Added |
| Hamilton Point Investment Advisors, LLC | 113,010 | $4.95M | 1.51% | +1,376+1.2% | Added |
| Alerus Financial NA | 113,145 | $4.96M | 0.49% | +113,145 | New |
| TD Waterhouse Canada Inc. | 110,362 | $4.99M | 0.06% | −3,354−2.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 115,546 | $5.07M | 0.42% | +15,170+15.1% | Added |
| Fort Washington Investment Advisors Inc | 115,628 | $5.07M | 0.04% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 117,217 | $5.14M | 0.15% | +5,019+4.5% | Added |
| tru Independence LLC | 118,294 | $5.19M | 1.83% | −4,422−3.6% | Reduced |
| Comerica Bank | 118,504 | $5.27M | 0.04% | −36,785−23.7% | Reduced |
| Shufro Rose & Co LLC | 120,225 | $5.27M | 0.53% | +547+0.5% | Added |
| Kavar Capital Partners Group, LLC | 120,825 | $5.30M | 1.35% | +325+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 129,982 | $5.70M | 0.01% | −2,089−1.6% | Reduced |
| Avalon Investment & Advisory | 131,956 | $5.79M | 0.18% | −10,025−7.1% | Reduced |
| Hennessy Advisors Inc | 133,200 | $5.84M | 0.40% | +1,400+1.1% | Added |
| Sequoia Financial Advisors, LLC | 133,517 | $5.85M | 0.18% | +16,799+14.4% | Added |
| Todd Asset Management LLC | 133,787 | $5.87M | 0.16% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 136,022 | $5.96M | 0.32% | +4,218+3.2% | Added |
| Fiera Capital Corp | 138,706 | $6.08M | 0.02% | −12,932−8.5% | Reduced |
| Sanders Capital, LLC | 139,370 | $6.11M | 0.02% | −2,870−2.0% | Reduced |
| Blair William & Co | 140,344 | $6.15M | 0.03% | −10,871−7.2% | Reduced |
| Guardian Capital Advisors LP | 142,358 | $6.20M | 0.77% | +1,840+1.3% | Added |
| Destination Wealth Management | 144,515 | $6.34M | 0.27% | +16,637+13.0% | Added |
| First Trust Bank, Ltd. | 146,210 | $6.41M | 10.31% | 00.0% | Unchanged |
| Eaton Vance Management | 147,494 | $6.47M | 0.01% | +150.0% | Added |
| Systematic Alpha Investments, LLC | 147,881 | $6.48M | 0.39% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 148,952 | $6.53M | 0.32% | +422+0.3% | Added |
| Rockland Trust Co | 153,946 | $6.75M | 0.48% | +5,297+3.6% | Added |
| Matrix Asset Advisors Inc | 154,616 | $6.78M | 1.11% | +26,177+20.4% | Added |
| MML Investors Services, LLC | 156,235 | $6.85M | 0.05% | +7,647+5.1% | Added |
| Martin Capital Partners, LLC | 156,837 | $6.88M | 3.19% | +2,332+1.5% | Added |
| US Bancorp | 159,806 | $7.01M | 0.01% | +2,222+1.4% | Added |
| Matthew Goff Investment Advisor, LLC | 160,980 | $7.06M | 2.02% | +2,598+1.6% | Added |
| Advocate Group LLC | 165,131 | $7.24M | 1.79% | +22,095+15.4% | Added |
| Keystone Financial Planning, Inc. | 165,522 | $7.26M | 2.79% | +4,130+2.6% | Added |
| Guardian Capital LP | 167,383 | $7.34M | 0.25% | −475−0.3% | Reduced |
| American Assets Investment Management, LLC | 170,000 | $7.45M | 0.97% | 00.0% | Unchanged |
| Gabelli Funds LLC | 172,902 | $7.58M | 0.06% | −1,075−0.6% | Reduced |
| Franklin Resources Inc | 178,103 | $7.81M | 0.00% | −4,900−2.7% | Reduced |
| Clean Yield Group | 178,695 | $7.83M | 3.68% | −7,100−3.8% | Reduced |
| First Personal Financial Services | 181,497 | $7.96M | 2.31% | +5,840+3.3% | Added |
| Russell Investments Group, Ltd. | 186,388 | $8.17M | 0.02% | −47,144−20.2% | Reduced |
| XML Financial, LLC | 193,585 | $8.49M | 1.18% | +193,585 | New |
| CWM, LLC | 193,628 | $8.49M | 0.07% | +9,132+4.9% | Added |
| Brandes Investment Partners, LP | 201,420 | $8.83M | 0.23% | −51,108−20.2% | Reduced |
| Citigroup Inc | 201,719 | $8.84M | 0.01% | +40,311+25.0% | Added |
| Barry Investment Advisors, LLC | 203,400 | $8.92M | 3.05% | +8,450+4.3% | Added |