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 |
|---|---|---|---|---|---|
| Great Diamond Partners, LLC | 7,214 | $316.0K | 0.11% | −104−1.4% | Reduced |
| PDS Planning, Inc | 7,042 | $309.0K | 0.06% | +1,231+21.2% | Added |
| Stratos Wealth Partners, LTD. | 7,022 | $308.0K | 0.01% | −1,584−18.4% | Reduced |
| Geneos Wealth Management Inc. | 7,005 | $307.0K | 0.02% | −4,779−40.6% | Reduced |
| Searle & Co. | 7,000 | $307.0K | 0.12% | 00.0% | Unchanged |
| Port Capital LLC | 7,000 | $307.0K | 0.02% | 00.0% | Unchanged |
| Chicago Trust Co NA | 7,005 | $307.0K | 0.08% | +1,000+16.7% | Added |
| Prospera Financial Services Inc | 6,994 | $306.0K | 0.02% | +1,307+23.0% | Added |
| Spire Wealth Management | 6,952 | $305.0K | 0.02% | −16,350−70.2% | Reduced |
| Moseley Investment Management Inc | 6,959 | $305.0K | 0.22% | −358−4.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,945 | $304.5K | 0.03% | −2,097−23.2% | Reduced |
| Klingenstein Fields & Co LP | 6,920 | $303.0K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 6,916 | $303.0K | 0.03% | +1,496+27.6% | Added |
| Stonnington Group, LLC | 6,810 | $298.0K | 0.08% | +10.0% | Added |
| Lincoln Capital LLC | 6,768 | $297.0K | 0.09% | +1,020+17.7% | Added |
| Global Retirement Partners, LLC | 6,506 | $296.0K | 0.02% | +1,514+30.3% | Added |
| Financial Advisory Service, Inc. | 6,719 | $295.0K | 0.03% | −119−1.7% | Reduced |
| Cypress Capital Group | 6,711 | $295.0K | 0.05% | +117+1.8% | Added |
| Cobblestone Capital Advisors LLC | 6,668 | $292.0K | 0.02% | −45−0.7% | Reduced |
| Corient Capital Partners, LLC | 6,359 | $291.0K | 0.02% | +365+6.1% | Added |
| Lido Advisors, LLC | 6,623 | $290.0K | 0.01% | −20,615−75.7% | Reduced |
| Washington Trust Advisors, Inc. | 6,613 | $290.0K | 0.03% | +56+0.9% | Added |
| Personal Capital Advisors Corp | 6,612 | $290.0K | 0.00% | +356+5.7% | Added |
| Independent Advisor Alliance | 6,586 | $289.0K | 0.02% | +104+1.6% | Added |
| Platform Technology Partners | 6,585 | $289.0K | 0.16% | +500+8.2% | Added |
| BDO Wealth Advisors, LLC | 6,560 | $288.0K | 0.04% | +452+7.4% | Added |
| Bank of Nova Scotia | 6,532 | $286.0K | 0.00% | +6,532 | New |
| Icon Wealth Advisors, LLC | 6,526 | $286.0K | 0.03% | +6,526 | New |
| WoodTrust Financial Corp | 6,500 | $285.0K | 0.06% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 6,487 | $284.0K | 0.03% | −465−6.7% | Reduced |
| Delta Financial Advisors LLC | 6,407 | $281.0K | 0.15% | +4+0.1% | Added |
| Diligent Investors, LLC | 6,405 | $281.0K | 0.10% | +502+8.5% | Added |
| HBK Sorce Advisory LLC | 6,378 | $280.0K | 0.02% | +148+2.4% | Added |
| Bowen Hanes & Co Inc | 6,348 | $278.0K | 0.01% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 6,313 | $277.0K | 0.33% | 00.0% | Unchanged |
| Sabal Trust CO | 6,330 | $277.0K | 0.02% | +87+1.4% | Added |
| Bradley Foster & Sargent Inc | 6,289 | $276.0K | 0.01% | −1,377−18.0% | Reduced |
| Probity Advisors, Inc. | 6,273 | $275.0K | 0.07% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 6,255 | $274.0K | 0.00% | +230+3.8% | Added |
| Beese Fulmer Investment Management, Inc. | 6,208 | $272.0K | 0.04% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 6,157 | $270.0K | 0.04% | +1,064+20.9% | Added |
| Knights of Columbus Asset Advisors LLC | 6,068 | $266.0K | 0.03% | +373+6.5% | Added |
| Traphagen Investment Advisors LLC | 6,061 | $265.7K | 0.05% | −766−11.2% | Reduced |
| Renasant Bank | 6,048 | $265.0K | 0.23% | −20−0.3% | Reduced |
| MMBG Investment Advisors Co. | 6,046 | $265.0K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 6,043 | $265.0K | 0.03% | +2,098+53.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,015 | $264.0K | 0.15% | 00.0% | Unchanged |
| Phocas Financial Corp. | 6,000 | $263.0K | 0.04% | 00.0% | Unchanged |
| Park Circle Co | 6,000 | $263.0K | 0.27% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 6,007 | $263.0K | 0.11% | +661+12.4% | Added |
| PEAK6 Investments LLC | 6,004 | $263.0K | 0.01% | +6,004 | New |
| Lion Street Advisors, LLC | 5,957 | $262.0K | 0.13% | −127−2.1% | Reduced |
| Western Wealth Management, LLC | 5,985 | $262.0K | 0.02% | −73−1.2% | Reduced |
| LGT Group Foundation | 5,974 | $262.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 5,897 | $259.0K | 0.01% | −288−4.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 5,872 | $258.0K | 0.25% | +200+3.5% | Added |
| BKD Wealth Advisors, LLC | 5,858 | $257.0K | 0.01% | −301−4.9% | Reduced |
| Brighton Jones LLC | 5,866 | $257.0K | 0.02% | +649+12.4% | Added |
| Sutton Wealth Advisors Inc. | 5,801 | $254.3K | 0.10% | +2,706+87.4% | Added |
| Frisch Financial Group, Inc. | 5,784 | $254.0K | 0.11% | +54+0.9% | Added |
| Tranquilli Financial Advisor LLC | 5,801 | $254.0K | 0.20% | +1,422+32.5% | Added |
| Sendero Wealth Management, LLC | 5,695 | $250.0K | 0.10% | −5,943−51.1% | Reduced |
| Augustine Asset Management Inc | 5,618 | $246.0K | 0.16% | −87−1.5% | Reduced |
| Wipfli Financial Advisors LLC, | 5,608 | $246.0K | 0.02% | +5,608 | New |
| Graybill Bartz & Assoc Ltd | 5,597 | $245.0K | 0.15% | +45+0.8% | Added |
| Regentatlantic Capital LLC | 5,552 | $243.0K | 0.01% | +129+2.4% | Added |
| RSM US Wealth Management LLC | 5,534 | $243.0K | 0.01% | +163+3.0% | Added |
| Mather Group, LLC. | 5,549 | $243.0K | 0.01% | +5,549 | New |
| Summit X, LLC | 5,529 | $243.0K | 0.07% | +5,529 | New |
| Atlas Brown,Inc. | 5,518 | $242.0K | 0.12% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 5,517 | $242.0K | 0.26% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 5,487 | $241.0K | 0.02% | +877+19.0% | Added |
| Farmers & Merchants Investments Inc | 5,451 | $239.0K | 0.01% | +5+0.1% | Added |
| Mengis Capital Management, Inc. | 5,467 | $239.0K | 0.06% | +5,467 | New |
| Boston Family Office LLC | 5,440 | $238.0K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,425 | $238.0K | 0.01% | +562+11.6% | Added |
| Pine Haven Investment Counsel, Inc | 5,395 | $237.0K | 0.29% | −150−2.7% | Reduced |
| Hunter Associates Investment Management LLC | 5,400 | $237.0K | 0.06% | 00.0% | Unchanged |
| Palladiem, LLC | 5,379 | $236.0K | 0.25% | −220−3.9% | Reduced |
| EverSource Wealth Advisors, LLC | 5,339 | $234.0K | 0.05% | −438−7.6% | Reduced |
| First Heartland Consultants, Inc. | 5,334 | $233.0K | 0.04% | −1,551−22.5% | Reduced |
| FirstPurpose Wealth LLC | 5,281 | $232.0K | 0.15% | +829+18.6% | Added |
| Parkside Financial Bank & Trust | 5,268 | $231.0K | 0.07% | +298+6.0% | Added |
| Birch Hill Investment Advisors LLC | 5,240 | $230.0K | 0.02% | 00.0% | Unchanged |
| Optas, LLC | 5,181 | $227.0K | 0.10% | −414−7.4% | Reduced |
| Select Asset Management & Trust | 5,168 | $227.0K | 0.27% | −191−3.6% | Reduced |
| Symphony Financial, Ltd. Co. | 5,073 | $227.0K | 0.07% | −144−2.8% | Reduced |
| Harbor Investment Advisory, LLC | 5,135 | $225.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5,109 | $224.0K | 0.02% | −204−3.8% | Reduced |
| Colonial Trust Advisors | 5,107 | $224.0K | 0.03% | +5,107 | New |
| Bedel Financial Consulting, Inc. | 4,840 | $224.0K | 0.06% | +4,840 | New |
| Waddell & Associates, LLC | 5,070 | $222.0K | 0.04% | −115−2.2% | Reduced |
| Hoylecohen, LLC | 5,052 | $221.0K | 0.02% | +151+3.1% | Added |
| Fiduciary Group LLC | 4,653 | $221.0K | 0.03% | +4,653 | New |
| Credit Agricole S A | 5,000 | $219.0K | 0.01% | 00.0% | Unchanged |
| Financial Architects, Inc | 4,963 | $218.0K | 0.04% | +4,963 | New |
| Mitchell Sinkler & Starr | 4,945 | $217.0K | 0.08% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 4,952 | $217.0K | 0.03% | +39+0.8% | Added |
| Mission Wealth Management, LP | 4,939 | $217.0K | 0.01% | +4,939 | New |
| Legacy Private Trust Co. | 4,921 | $216.0K | 0.02% | 00.0% | Unchanged |