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 2022
Institutional positions in Unilever PLC as of Dec 31, 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
- 1,105
- +103 vs. Q3 2022
- Shares held
- 265.4M
- +3.99M (+1.5%) vs. Q3 2022
- Total value
- $13.4B
- +$1.89B (+16.4%) vs. Q3 2022
- New holders
- 165
- 377 more added
- Sold out
- 62
- 407 more reduced
17 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Unilever PLC; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 5,284 | $266.0K | 0.08% | +16+0.3% | Added |
| Loomis Sayles & Co L P | 5,326 | $268.0K | 0.00% | −5,529−50.9% | Reduced |
| Wedbush Securities Inc | 5,322 | $268.0K | 0.01% | −103−1.9% | Reduced |
| Perigon Wealth Management, LLC | 5,352 | $269.5K | 0.02% | +5,352 | New |
| Palladiem, LLC | 5,379 | $270.8K | 0.28% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 5,400 | $272.0K | 0.07% | 00.0% | Unchanged |
| Callan Family Office, LLC | 5,409 | $272.3K | 0.09% | +5,409 | New |
| Savant Capital, LLC | 5,814 | $273.4K | 0.01% | +1,086+23.0% | Added |
| Boston Family Office LLC | 5,440 | $274.0K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 5,494 | $276.6K | 0.02% | −372−6.3% | Reduced |
| Atlas Brown,Inc. | 5,519 | $277.9K | 0.14% | +10.0% | Added |
| MMBG Investment Advisors Co. | 5,514 | $278.0K | 0.04% | −532−8.8% | Reduced |
| Graybill Bartz & Assoc Ltd | 5,525 | $278.2K | 0.15% | −72−1.3% | Reduced |
| Augustine Asset Management Inc | 5,528 | $278.3K | 0.15% | −90−1.6% | Reduced |
| RSM US Wealth Management LLC | 5,534 | $278.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,536 | $278.7K | 0.04% | +401+7.8% | Added |
| Mather Group, LLC. | 5,548 | $279.3K | 0.01% | −10.0% | Reduced |
| Sabal Trust CO | 5,555 | $279.7K | 0.02% | −775−12.2% | Reduced |
| BKD Wealth Advisors, LLC | 5,584 | $281.2K | 0.01% | −274−4.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,586 | $281.3K | 0.03% | −482−7.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,600 | $282.0K | 0.00% | −24,900−81.6% | Reduced |
| Aries Wealth Management | 5,609 | $282.4K | 0.12% | +5,609 | New |
| Addison Advisors LLC | 5,614 | $282.7K | 0.17% | −3,463−38.2% | Reduced |
| Lavaca Capital LLC | 5,631 | $283.5K | 0.11% | +5,631 | New |
| Bedel Financial Consulting, Inc. | 5,643 | $284.1K | 0.07% | +803+16.6% | Added |
| Credit Suisse AG | 5,694 | $286.7K | 0.00% | −40,523−87.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 5,713 | $287.0K | 0.01% | +2,500+77.8% | Added |
| KC Investment Advisors, LLC | 5,698 | $287.0K | 0.27% | +902+18.8% | Added |
| DFPG Investments, LLC | 5,692 | $290.1K | 0.05% | +5,692 | New |
| Lindbrook Capital, LLC | 5,806 | $292.3K | 0.04% | +1,583+37.5% | Added |
| Frisch Financial Group, Inc. | 5,832 | $294.0K | 0.11% | +48+0.8% | Added |
| Traphagen Investment Advisors LLC | 5,842 | $294.1K | 0.05% | −219−3.6% | Reduced |
| Ieq Capital, LLC | 5,855 | $294.8K | 0.01% | +1,210+26.0% | Added |
| Chicago Trust Co NA | 5,846 | $295.0K | 0.07% | −1,159−16.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 5,872 | $295.0K | 0.26% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 5,895 | $296.8K | 0.33% | +500+9.3% | Added |
| Renasant Bank | 5,902 | $297.2K | 0.22% | −146−2.4% | Reduced |
| CVA Family Office, LLC | 5,907 | $297.4K | 0.07% | +4,809+438.0% | Added |
| Cedar Brook Financial Partners, LLC | 5,924 | $298.3K | 0.08% | +1,153+24.2% | Added |
| Roberts Glore & Co Inc | 5,941 | $299.1K | 0.10% | −2,000−25.2% | Reduced |
| Sutton Wealth Advisors Inc. | 5,954 | $299.8K | 0.11% | +153+2.6% | Added |
| Davis R M Inc | 5,955 | $300.0K | 0.01% | −20,000−77.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,996 | $301.9K | 0.16% | +5,996 | New |
| Phocas Financial Corp. | 6,000 | $302.1K | 0.04% | 00.0% | Unchanged |
| Moreno Evelyn V | 6,002 | $302.2K | 0.07% | +6,002 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,015 | $303.0K | 0.16% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 6,019 | $303.1K | 0.09% | +6,019 | New |
| Jacobi Capital Management LLC | 6,131 | $308.7K | 0.04% | −26−0.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,135 | $308.9K | 0.03% | −810−11.7% | Reduced |
| Schrum Private Wealth Management LLC | 6,161 | $310.2K | 0.37% | −1,379−18.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 6,208 | $312.6K | 0.04% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 6,228 | $313.6K | 0.01% | −120−1.9% | Reduced |
| EverSource Wealth Advisors, LLC | 6,231 | $313.8K | 0.05% | +892+16.7% | Added |
| Mitchell Sinkler & Starr | 6,244 | $314.4K | 0.10% | +1,299+26.3% | Added |
| Moseley Investment Management Inc | 6,255 | $314.9K | 0.23% | −704−10.1% | Reduced |
| Probity Advisors, Inc. | 6,273 | $315.8K | 0.07% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 6,273 | $315.9K | 0.12% | +266+4.4% | Added |
| Bradley Foster & Sargent Inc | 6,289 | $316.7K | 0.01% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 6,313 | $317.9K | 0.35% | 00.0% | Unchanged |
| Optas, LLC | 6,318 | $318.1K | 0.13% | +1,137+21.9% | Added |
| Mason Investment Advisory Services, Inc. | 6,323 | $318.4K | 0.03% | +6,323 | New |
| Cladis Investment Advisory, LLC | 6,333 | $318.9K | 0.32% | −1,699−21.2% | Reduced |
| Mengis Capital Management, Inc. | 6,367 | $320.0K | 0.07% | +900+16.5% | Added |
| Stratos Wealth Advisors, LLC | 6,365 | $320.5K | 0.03% | −1,446−18.5% | Reduced |
| Moody National Bank Trust Division | 6,382 | $321.0K | 0.03% | −105−1.6% | Reduced |
| Diligent Investors, LLC | 6,407 | $322.6K | 0.11% | +20.0% | Added |
| Delta Financial Advisors LLC | 6,411 | $322.8K | 0.16% | +4+0.1% | Added |
| Lion Street Advisors, LLC | 6,084 | $326.0K | 0.17% | +127+2.1% | Added |
| O'Brien Greene & Co. Inc | 6,479 | $326.0K | 0.12% | −13,312−67.3% | Reduced |
| Intrua Financial, LLC | 6,475 | $326.1K | 0.08% | −6,879−51.5% | Reduced |
| WoodTrust Financial Corp | 6,500 | $327.0K | 0.07% | 00.0% | Unchanged |
| Stonnington Group, LLC | 6,411 | $327.0K | 0.09% | −399−5.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,569 | $330.7K | 0.08% | +6,569 | New |
| Prospera Financial Services Inc | 6,594 | $332.0K | 0.02% | −400−5.7% | Reduced |
| Personal Capital Advisors Corp | 6,606 | $332.6K | 0.00% | −6−0.1% | Reduced |
| Platform Technology Partners | 6,611 | $332.9K | 0.17% | +26+0.4% | Added |
| NewEdge Wealth, LLC | 6,729 | $338.8K | 0.01% | −917−12.0% | Reduced |
| Shorepoint Capital Partners LLC | 6,741 | $339.0K | 0.09% | +6,741 | New |
| Financial Advisory Service, Inc. | 6,735 | $339.1K | 0.04% | +16+0.2% | Added |
| Rathbone Brothers plc | 6,760 | $340.4K | 0.00% | −500−6.9% | Reduced |
| FirstPurpose Wealth LLC | 6,806 | $342.7K | 0.19% | +1,525+28.9% | Added |
| Klingenstein Fields & Co LP | 6,920 | $348.4K | 0.02% | 00.0% | Unchanged |
| Port Capital LLC | 7,000 | $352.0K | 0.03% | 00.0% | Unchanged |
| Searle & Co. | 7,000 | $352.4K | 0.12% | 00.0% | Unchanged |
| True North Advisors, LLC | 7,000 | $352.4K | 0.12% | +7,000 | New |
| Boston Financial Mangement LLC | 7,002 | $352.6K | 0.01% | −2,942−29.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 7,009 | $352.9K | 0.01% | +7,009 | New |
| Apollon Wealth Management, LLC | 7,026 | $353.7K | 0.03% | −1,165−14.2% | Reduced |
| Cypress Capital Group | 7,034 | $354.2K | 0.05% | +323+4.8% | Added |
| Icon Wealth Advisors, LLC | 7,043 | $354.6K | 0.04% | +517+7.9% | Added |
| Farmers & Merchants Investments Inc | 7,051 | $355.0K | 0.01% | +1,600+29.4% | Added |
| Herr Investment Group LLC | 7,068 | $355.9K | 0.07% | +7,068 | New |
| Connolly Sarah T. | 7,070 | $356.0K | 0.24% | −475−6.3% | Reduced |
| BDO Wealth Advisors, LLC | 7,103 | $357.7K | 0.04% | +543+8.3% | Added |
| Sterling Investment Advisors, Ltd. | 7,176 | $361.3K | 0.13% | −600−7.7% | Reduced |
| Northwest Capital Management Inc | 7,246 | $364.8K | 0.19% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 7,271 | $366.1K | 0.24% | −1,316−15.3% | Reduced |
| Great Diamond Partners, LLC | 7,319 | $368.5K | 0.11% | +105+1.5% | Added |
| Bartlett & Co. Wealth Management LLC | 7,362 | $370.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 7,362 | $371.0K | 0.01% | 00.0% | Unchanged |