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 |
|---|---|---|---|---|---|
| M&R Capital Management Inc | 500 | $26.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 492 | $26.4K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 509 | $26.4K | 0.01% | +3+0.6% | Added |
| Tortoise Investment Management, LLC | 512 | $26.6K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 527 | $27.0K | 0.01% | +9+1.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 524 | $27.0K | 0.01% | +524 | New |
| Clearstead Advisors, LLC | 530 | $27.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 538 | $28.0K | 0.00% | +4+0.7% | Added |
| New Hampshire Trust | 545 | $28.3K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 563 | $29.2K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 590 | $30.6K | 0.01% | +571+3,005.3% | Added |
| Godsey & Gibb Associates | 600 | $31.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 604 | $31.4K | 0.00% | +1+0.2% | Added |
| Financial Perspectives, Inc | 634 | $32.9K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 719 | $37.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 730 | $37.9K | 0.01% | +730 | New |
| Baystate Wealth Management LLC | 759 | $39.4K | 0.00% | +51+7.2% | Added |
| Aspire Private Capital, LLC | 778 | $40.4K | 0.01% | −115−12.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 795 | $41.3K | 0.02% | −225−22.1% | Reduced |
| Core Alternative Capital | 800 | $41.5K | 0.01% | −322−28.7% | Reduced |
| Mondrian Investment Partners LTD | 800 | $41.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 809 | $42.0K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 813 | $42.2K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 816 | $42.4K | 0.03% | −329−28.7% | Reduced |
| Oakworth Capital, Inc. | 850 | $44.1K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 932 | $48.0K | 0.00% | −57,713−98.4% | Reduced |
| First PREMIER Bank | 920 | $48.0K | 0.01% | −200−17.9% | Reduced |
| Global Financial Private Client, LLC | 919 | $48.4K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 936 | $48.6K | 0.00% | −6−0.6% | Reduced |
| Bollard Group LLC | 946 | $49.0K | 0.00% | −825−46.6% | Reduced |
| Prestige Wealth Management Group LLC | 950 | $49.3K | 0.01% | 00.0% | Unchanged |
| American National Bank | 970 | $50.4K | 0.01% | +800+470.6% | Added |
| WealthPLAN Partners, LLC | 973 | $50.5K | 0.01% | +973 | New |
| Laurel Wealth Advisors LLC | 984 | $51.1K | 0.01% | +924+1,540.0% | Added |
| JFS Wealth Advisors, LLC | 990 | $51.4K | 0.00% | −164−14.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,000 | $51.9K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,015 | $52.7K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,062 | $55.1K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 1,094 | $56.8K | 0.00% | −12,430−91.9% | Reduced |
| Financial Management Professionals, Inc. | 1,112 | $58.0K | 0.01% | +773+228.0% | Added |
| Westside Investment Management, Inc. | 1,123 | $58.3K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,140 | $59.2K | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 1,148 | $59.6K | 0.02% | +3+0.3% | Added |
| Cape Investment Advisory, Inc. | 1,248 | $64.8K | 0.04% | +1,248 | New |
| Stonebridge Capital Advisors LLC | 1,316 | $68.3K | 0.01% | +9+0.7% | Added |
| Farther Finance Advisors, LLC | 1,320 | $68.5K | 0.02% | −22−1.6% | Reduced |
| Crewe Advisors LLC | 1,321 | $68.6K | 0.01% | +6+0.5% | Added |
| Blume Capital Management, Inc. | 1,350 | $70.1K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 1,374 | $71.3K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,485 | $77.1K | 0.02% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 1,500 | $77.9K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,564 | $81.2K | 0.00% | −2,064−56.9% | Reduced |
| Cowen Prime Advisors LLC | 1,493 | $83.0K | 0.03% | +48+3.3% | Added |
| Contravisory Investment Management, Inc. | 1,617 | $84.0K | 0.02% | +186+13.0% | Added |
| Atlas Capital Advisors LLC | 1,627 | $84.5K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,658 | $86.0K | 0.04% | −100−5.7% | Reduced |
| Endurance Wealth Management, Inc. | 1,659 | $86.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,660 | $86.2K | 0.00% | +1,660 | New |
| Castleview Partners, LLC | 1,761 | $91.4K | 0.08% | −88−4.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,774 | $92.1K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 30,369 | $92.8K | 0.02% | −150.0% | Reduced |
| Ellevest, Inc. | 1,799 | $93.4K | 0.01% | −39−2.1% | Reduced |
| Thompson Investment Management, Inc. | 1,863 | $96.7K | 0.02% | +1,863 | New |
| Delta Asset Management LLC | 1,892 | $98.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,899 | $98.6K | 0.02% | +666+54.0% | Added |
| Salem Investment Counselors Inc | 1,972 | $102.4K | 0.00% | +50+2.6% | Added |
| Hartford Financial Management Inc. | 2,000 | $103.9K | 0.03% | −151−7.0% | Reduced |
| Eagle Bay Advisors LLC | 2,059 | $106.9K | 0.06% | +21+1.0% | Added |
| PFG Private Wealth Management, LLC | 2,108 | $109.5K | 0.07% | +137+7.0% | Added |
| Cassady Schiller Wealth Management, LLC | 2,200 | $114.2K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,233 | $116.0K | 0.01% | +93+4.3% | Added |
| Hexagon Capital Partners LLC | 2,271 | $117.9K | 0.03% | +84+3.8% | Added |
| Glassman Wealth Services | 2,282 | $118.5K | 0.02% | −15−0.7% | Reduced |
| Ci Investments Inc. | 2,364 | $123.0K | 0.00% | −84−3.4% | Reduced |
| Global Trust Asset Management, LLC | 2,389 | $124.1K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,416 | $125.5K | 0.04% | −147−5.7% | Reduced |
| Tradition Wealth Management, LLC | 2,523 | $131.0K | 0.02% | +1,753+227.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,592 | $134.6K | 0.00% | −3,008−53.7% | Reduced |
| United Community Bank | 2,600 | $135.0K | 0.13% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,612 | $135.6K | 0.03% | −210−7.4% | Reduced |
| Creative Financial Designs Inc | 2,619 | $136.0K | 0.02% | −170−6.1% | Reduced |
| TFC Financial Management | 2,645 | $137.4K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,717 | $141.1K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 2,740 | $142.3K | 0.08% | −415−13.2% | Reduced |
| West Branch Capital LLC | 2,827 | $146.8K | 0.08% | +10.0% | Added |
| Bokf, NA | 2,920 | $151.6K | 0.00% | −12,590−81.2% | Reduced |
| Heritage Wealth Advisors | 3,075 | $159.7K | 0.01% | −550−15.2% | Reduced |
| Capital Analysts, LLC | 3,150 | $164.0K | 0.01% | −125−3.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,213 | $166.9K | 0.00% | −2,500−43.8% | Reduced |
| Compass Wealth Management LLC | 3,229 | $167.7K | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3,512 | $176.8K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3,477 | $180.6K | 0.01% | −100−2.8% | Reduced |
| Venturi Wealth Management, LLC | 3,500 | $181.8K | 0.01% | +3,500 | New |
| Johnson Financial Group, Inc. | 3,605 | $187.2K | 0.01% | +3,605 | New |
| First Horizon Advisors, Inc. | 3,697 | $192.0K | 0.01% | −561−13.2% | Reduced |
| Colonial Trust Co | 3,826 | $198.7K | 0.05% | +974+34.2% | Added |
| Davis R M Inc | 3,855 | $200.0K | 0.01% | −2,100−35.3% | Reduced |
| Proficio Capital Partners LLC | 3,873 | $201.1K | 0.03% | +3,873 | New |
| Legacy Capital Group California, Inc. | 3,895 | $202.3K | 0.10% | +3,895 | New |
| Franklin Street Advisors Inc | 3,901 | $203.0K | 0.02% | −680−14.8% | Reduced |