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, Q1 2023
Institutional positions in Unilever PLC as of Mar 31, 2023. 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
- 1,106
- +28 vs. Q4 2022
- Shares held
- 262.5M
- +7.97M (+3.1%) vs. Q4 2022
- Total value
- $13.5B
- +$684.8M (+5.3%) vs. Q4 2022
- New holders
- 96
- 419 more added
- Sold out
- 68
- 402 more reduced
27 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Unilever PLC; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 52 | $2 | 0.00% | +2+4.0% | Added |
| Tradewinds Capital Management, LLC | 3 | $156 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 4 | $208 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 10 | $520 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $629 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $1.00K | 0.00% | +32 | New |
| Kelly Financial Services LLC | 21 | $1.10K | 0.00% | −56−72.7% | Reduced |
| Annapolis Financial Services, LLC | 22 | $1.14K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 30 | $1.56K | 0.00% | +30 | New |
| Clearview Wealth Advisors LLC | 33 | $1.71K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 34 | $1.77K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 40 | $2.06K | 0.00% | +40 | New |
| Nalls Sherbakoff Group, LLC | 40 | $2.08K | 0.00% | +40 | New |
| Bourgeon Capital Management LLC | 42 | $2.18K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 44 | $2.29K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 48 | $2.49K | 0.00% | −468−90.7% | Reduced |
| Piscataqua Savings Bank | 50 | $2.60K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 51 | $2.65K | 0.00% | +51 | New |
| Hoey Investments, Inc | 52 | $2.70K | 0.00% | +52 | New |
| Covestor Ltd | 51 | $3.00K | 0.00% | −756−93.7% | Reduced |
| Copeland Capital Management, LLC | 50 | $3.00K | 0.00% | −18−26.5% | Reduced |
| Byrne Asset Management LLC | 67 | $3.00K | 0.00% | +67 | New |
| Pointe Capital Management LLC | 60 | $3.12K | 0.00% | +60 | New |
| MV Capital Management, Inc. | 65 | $3.38K | 0.00% | +65 | New |
| Private Ocean, LLC | 69 | $3.58K | 0.00% | +69 | New |
| Bell Investment Advisors, Inc | 71 | $3.69K | 0.00% | −136−65.7% | Reduced |
| James Investment Research Inc | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 78 | $4.05K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 82 | $4.26K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 83 | $4.31K | 0.00% | −16−16.2% | Reduced |
| Legacy Bridge, LLC | 90 | $4.67K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 92 | $4.78K | 0.00% | +92 | New |
| Nordwand Advisors, LLC | 96 | $4.99K | 0.00% | +96 | New |
| KB Financial Partners, LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $5.19K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $5.19K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 100 | $5.19K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 100 | $5.19K | 0.00% | +100 | New |
| Oliver Lagore Vanvalin Investment Group | 102 | $5.28K | 0.00% | +1+1.0% | Added |
| Global Wealth Strategies & Associates | 104 | $5.40K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 114 | $5.92K | 0.00% | +19+20.0% | Added |
| Disciplined Investments, LLC | 125 | $6.49K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 128 | $6.65K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 128 | $6.65K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 140 | $7.27K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 144 | $7.48K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 146 | $7.58K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 146 | $7.58K | 0.01% | +146 | New |
| Macquarie Group Ltd | 149 | $8.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 170 | $8.83K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 167 | $8.95K | 0.01% | +167 | New |
| Tower Research Capital LLC (TRC) | 195 | $10.0K | 0.00% | +129+195.5% | Added |
| NewSquare Capital LLC | 198 | $10.3K | 0.00% | −2−1.0% | Reduced |
| Monetary Management Group Inc | 200 | $10.4K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 200 | $10.4K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $10.4K | 0.00% | +200 | New |
| Cyrus J. Lawrence, LLC | 210 | $11.0K | 0.00% | −667−76.1% | Reduced |
| Institutional & Family Asset Management, LLC | 214 | $11.1K | 0.00% | −5−2.3% | Reduced |
| Pin Oak Investment Advisors Inc | 232 | $12.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 234 | $12.0K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 245 | $12.7K | 0.01% | +2+0.8% | Added |
| Schubert & Co | 249 | $12.9K | 0.01% | −68−21.5% | Reduced |
| Bray Capital Advisors | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 244 | $13.0K | 0.01% | +3+1.2% | Added |
| Tucker Asset Management LLC | 255 | $13.2K | 0.00% | −71−21.8% | Reduced |
| Ahrens Investment Partners LLC | 260 | $13.5K | 0.01% | +260 | New |
| New England Capital Financial Advisors LLC | 261 | $13.6K | 0.01% | +2+0.8% | Added |
| Key Financial Inc | 262 | $13.6K | 0.00% | −150−36.4% | Reduced |
| Kozak & Associates, Inc. | 263 | $13.7K | 0.01% | +2+0.8% | Added |
| Versant Capital Management, Inc | 275 | $14.3K | 0.00% | +154+127.3% | Added |
| Pinnacle Bancorp, Inc. | 288 | $15.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 280 | $15.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 307 | $15.9K | 0.02% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 308 | $16.0K | 0.01% | +12+4.1% | Added |
| Rocky Mountain Advisers, LLC | 304 | $16.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 326 | $16.9K | 0.00% | +37+12.8% | Added |
| JNBA Financial Advisors | 341 | $17.7K | 0.00% | +276+424.6% | Added |
| TD Ameritrade Investment Management, LLC | 344 | $18.0K | 0.00% | −89−20.6% | Reduced |
| McIlrath & Eck, LLC | 358 | $18.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 361 | $18.7K | 0.00% | +318+739.5% | Added |
| Pflug Koory, LLC | 364 | $18.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 367 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 375 | $19.5K | 0.02% | +375 | New |
| Barrett & Company, Inc. | 400 | $20.8K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 400 | $20.8K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 400 | $20.8K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 400 | $20.8K | 0.00% | 00.0% | Unchanged |
| Trust Co | 400 | $20.8K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 411 | $21.3K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 417 | $21.7K | 0.01% | +2+0.5% | Added |
| Milestone Investment Advisors LLC | 431 | $22.4K | 0.01% | +431 | New |
| RFP Financial Group LLC | 443 | $23.0K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 469 | $24.4K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 474 | $24.6K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 476 | $24.7K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 476 | $24.7K | 0.01% | +476 | New |
| Roble, Belko & Company, Inc | 480 | $25.0K | 0.01% | 00.0% | Unchanged |